Sumitomo Mitsui Financial Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 11.22 M | $162.55 M | -0.07% | 0.29% |
| FMR LLC | 02/13/2025 | 8.38 M | $121.47 M | 16.53% | 0.21% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 6.96 M | $100.92 M | 0.80% | 0.18% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 02/14/2025 | 6.38 M | $92.51 M | 26.95% | 0.16% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 2.90 M | $42.01 M | 1.18% | 0.07% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 2.08 M | $30.15 M | -36.58% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 1.80 M | $26.14 M | 4.09% | 0.05% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 1.61 M | $23.34 M | -1.46% | 0.04% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 1.52 M | $21.96 M | 4.90% | 0.04% |
| JPMORGAN CHASE & CO | 02/12/2025 | 1.02 M | $14.71 M | -25.89% | 0.03% |
| INVESCO LTD. | 02/13/2025 | 1.01 M | $14.69 M | -25.20% | 0.03% |
| NATIXIS ADVISORS, L.P. | 02/10/2025 | 900,374 | $13.05 M | 53.46% | 0.02% |
| ANDERSON HOAGLAND & CO | 01/21/2025 | 840,100 | $12.34 M | -1.27% | 0.02% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 745,849 | $10.81 M | 139.73% | 0.02% |
| UBS GROUP AG | 02/14/2025 | 666,134 | $9.65 M | 25.50% | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/12/2025 | 594,358 | $8.61 M | -2.11% | 0.02% |
| ROYAL BANK OF CANADA | 02/14/2025 | 581,102 | $8.42 M | -2.09% | 0.01% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/29/2025 | 576,485 | $8.30 M | 76.33% | 0.01% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/14/2025 | 563,464 | $8.16 M | 3.17% | 0.01% |
| CIBC WORLD MARKET INC. | 01/23/2025 | 560,340 | $8.12 M | -0.15% | 0.01% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 01/16/2025 | 498,398 | $7.22 M | 0.90% | 0.01% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 492,268 | $7.13 M | -0.99% | 0.01% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 482,783 | $7.00 M | 18.94% | 0.01% |
| CREATIVE PLANNING | 02/14/2025 | 477,228 | $6.92 M | 26.76% | 0.01% |
| PATHSTONE HOLDINGS, LLC | 02/14/2025 | 477,024 | $6.91 M | 1.86% | 0.01% |
| RAMIREZ ASSET MANAGEMENT, INC. | 02/12/2025 | 449,014 | $6.51 M | 3.22% | 0.01% |
| JANE STREET GROUP, LLC | 02/14/2025 | 444,902 | $6.45 M | 48.30% | 0.01% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 442,067 | $6.41 M | 0.09% | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 02/05/2025 | 432,415 | $6.27 M | 1.82% | 0.01% |
| ETHIC INC. | 02/14/2025 | 415,612 | $6.02 M | 12.64% | 0.01% |
| BENSON INVESTMENT MANAGEMENT COMPANY, INC. | 01/13/2025 | 410,275 | $5.94 M | 0.00% | 0.01% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 409,579 | $5.93 M | -76.61% | 0.01% |
| MARINER, LLC | 02/13/2025 | 405,056 | $5.87 M | 2.11% | 0.01% |
| MORAN WEALTH MANAGEMENT, LLC | 02/07/2025 | 358,736 | $5.20 M | 7.65% | 0.01% |
| BOSTON PARTNERS | 02/11/2025 | 348,184 | $5.05 M | 134.36% | 0.01% |
| EAGLE GLOBAL ADVISORS LLC | 02/14/2025 | 336,000 | $4.87 M | 0.00% | 0.01% |
| CERITY PARTNERS LLC | 02/13/2025 | 319,730 | $4.46 M | -9.44% | 0.01% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 309,458 | $4.48 M | 100.00% | 0.01% |
| US BANCORP \DE\ | 02/05/2025 | 299,476 | $4.34 M | 2.62% | 0.01% |
| LEUTHOLD GROUP, LLC | 02/03/2025 | 298,514 | $4.33 M | -3.50% | 0.01% |
| GREENLEAF TRUST | 01/24/2025 | 295,531 | $4.28 M | 0.03% | 0.01% |
| HIGHTOWER ADVISORS, LLC | 02/07/2025 | 257,959 | $3.74 M | 4.61% | 0.01% |
| AUGUSTINE ASSET MANAGEMENT INC | 01/29/2025 | 254,696 | $3.69 M | -0.72% | 0.01% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/14/2025 | 242,300 | $5.80 M | 100.00% | 0.01% |
| 02/19/2025 | 242,101 | $3.51 M | 100.00% | 0.01% | |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 229,223 | $3.26 M | 18.55% | 0.01% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/10/2025 | 225,195 | $3.26 M | -6.72% | 0.01% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 02/10/2025 | 224,956 | $3.26 M | -1.49% | 0.01% |
| FORUM FINANCIAL MANAGEMENT, LP | 02/20/2025 | 222,120 | $3.22 M | 15.01% | 0.01% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 221,322 | $3.21 M | 37.87% | 0.01% |
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Sumitomo Mitsui Financial Group, Inc. institutional Ownership - FAQ's
During the previous two years, 458 institutional investors and hedge funds held shares of Sumitomo Mitsui Financial Group, Inc.. The most heavily invested institutionals were:
GOLDMAN SACHS GROUP INC: 11.22 M
FMR LLC: 8.38 M
BlackRock Funding, Inc. /DE: 6.96 M
Clark Capital Management Group, Inc.: 6.38 M
DIMENSIONAL FUND ADVISORS LP: 2.9 M
WELLS FARGO & COMPANY/MN: 2.08 M
2.60% of Sumitomo Mitsui Financial Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 141.65 M shares in the last 24 months. This purchase volume represents approximately $2.07 B in transactions.