Free Trial

Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

→ Trump’s “Tax Free” Retirement Strategy (From Gold Safe Exchange) (Ad)
Free SMFG Stock Alerts
$11.44
-0.10 (-0.87%)
(As of 05/8/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Sumitomo Mitsui Financial Group (NYSE:SMFG)

Current
Institutional Ownership
Percentage
3.85%
Number of
Institutional Buyers
(last 12 months)
179
Total
Institutional Inflows
(last 12 months)
$130.57M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$163.24M
Get SMFG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Sumitomo Mitsui Financial Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SMFG Institutional Buying and Selling by Quarter

Sumitomo Mitsui Financial Group Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Bleakley Financial Group LLC455,282$5.36M0.2%-2.7%0.007%
5/8/2024US Bancorp DE258,358$3.04M0.0%-2.7%0.004%
5/8/2024Russell Investments Group Ltd.25,753$303K0.0%+38.7%0.000%
5/8/2024 QRG Capital Management Inc.393,742$4.63M0.1%+35.8%0.006%
5/8/2024 Headlands Technologies LLC10,259$121K0.0%N/A0.000%
5/8/2024 Inspire Investing LLC10,151$119K0.0%N/A0.000%
5/8/2024 Inspire Advisors LLC58,974$694K0.1%+15.2%0.001%
5/7/2024 Sei Investments Co.120,000$1.41M0.0%-52.6%0.002%
5/7/2024 Atomi Financial Group Inc.46,047$542K0.0%+31.0%0.001%
5/7/2024 Capital Wealth Planning LLC235,566$2.77M0.0%+100.8%0.004%
5/6/2024 Envestnet Portfolio Solutions Inc.21,395$252K0.0%+28.7%0.000%
5/4/2024 Csenge Advisory Group17,201$202K0.0%N/A0.000%
5/4/2024 Richardson Financial Services Inc.2,490$29K0.0%N/A0.000%
5/3/2024 Signaturefd LLC200,781$2.36M0.0%+6.5%0.003%
5/3/2024 Catalina Capital Group LLC16,286$192K0.1%N/A0.000%
5/3/2024 Callan Capital LLC28,882$340K0.0%+102.8%0.000%
5/3/2024 Rehmann Capital Advisory Group13,586$160K0.0%-11.5%0.000%
5/3/2024 Chevy Chase Trust Holdings LLC36,926$435K0.0%-37.6%0.001%
5/2/2024 Wright Investors Service Inc.10,226$120K0.0%N/A0.000%
5/2/2024 PDS Planning Inc42,769$503K0.1%+3.9%0.001%
5/1/2024 Capstone Investment Advisors LLC22,036$259K0.0%N/A0.000%
5/1/2024 Mission Wealth Management LP67,207$791K0.0%-4.3%0.001%
5/1/2024 Sequoia Financial Advisors LLC86,812$1.02M0.0%+4.6%0.001%
5/1/2024 Diversify Advisory Services LLC53,971$617K0.0%N/A0.001%
4/30/2024 Norden Group LLC30,726$362K0.0%N/A0.000%
4/30/2024 HB Wealth Management LLC11,758$138K0.0%N/A0.000%
4/30/2024 Allspring Global Investments Holdings LLC18,796$221K0.0%+81.6%0.000%
4/29/2024 Onyx Bridge Wealth Group LLC10,000$112K0.0%N/A0.000%
4/26/2024 Yousif Capital Management LLC115,576$1.36M0.0%-2.0%0.002%
4/26/2024 Sage Rhino Capital LLC37,004$436K0.1%+2.8%0.001%
4/25/2024 Lindbrook Capital LLC17,368$204K0.0%+7.3%0.000%
4/25/2024 Aaron Wealth Advisors LLC37,981$447K0.1%+68.3%0.001%
4/24/2024 Simplicity Wealth LLC455,282$5.36M0.1%N/A0.007%
4/23/2024 BSW Wealth Partners18,029$212K0.0%N/A0.000%
4/23/2024 Global Retirement Partners LLC6,338$75K0.0%+122.2%0.000%
4/23/2024 Gradient Investments LLC48,779$574K0.0%-7.5%0.001%
4/22/2024 Drive Wealth Management LLC20,416$240K0.1%+7.1%0.000%
4/19/2024 First Trust Direct Indexing L.P.302,246$3.56M0.3%-2.0%0.005%
4/19/2024 Norden Group LLC30,726$362K0.0%N/A0.000%
4/18/2024 Naviter Wealth LLC133,246$1.57M0.3%+15.2%0.002%
Gold Set to EXPLODE! (Ad)

Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

Click here now to download the free Precious Metals Buying Guide!
4/18/2024 Allspring Global Investments Holdings LLC18,796$221K0.0%+81.6%0.000%
4/18/2024 Claro Advisors LLC16,712$197K0.0%+6.0%0.000%
4/18/2024 BKM Wealth Management LLC53,010$624K0.3%+39.5%0.001%
4/16/2024 Vanguard Capital Wealth Advisors42,563$501K0.4%-17.8%0.001%
4/12/2024 Gilman Hill Asset Management LLC275,879$3.25M0.6%-31.5%0.004%
4/12/2024 Anderson Hoagland & Co.859,561$9.92M1.1%+3.5%0.013%
4/11/2024 Ballentine Partners LLC53,380$628K0.0%+15.1%0.001%
4/11/2024 First Affirmative Financial Network16,948$199K0.1%+9.4%0.000%
4/11/2024 Shilanski & Associates Inc.17,502$206K0.1%N/A0.000%
4/11/2024 BTC Capital Management Inc.183,885$2.16M0.2%N/A0.003%
4/10/2024 Park Avenue Securities LLC111,607$1.31M0.0%+125.5%0.002%
4/5/2024 CWM LLC15,715$185K0.0%+11.6%0.000%
3/27/2024Nomura Holdings Inc.23,000$223K0.0%N/A0.000%
3/26/2024HighPoint Advisor Group LLC11,924$115K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.205,201$1.99M0.0%+4.3%0.003%
3/15/2024 VanderPol Investments L.L.C.13,342$129K0.4%N/A0.000%
3/13/2024 Sivia Capital Partners LLC20,915$202K0.1%N/A0.000%
3/5/2024Fisher Asset Management LLC158,609$1.54M0.0%+717.2%0.002%
3/1/2024Goldman Sachs Group Inc.11,033,220$106.80M0.0%-15.0%0.165%
2/26/2024Virtu Financial LLC20,281$196K0.0%N/A0.000%
2/21/2024 V Square Quantitative Management LLC30,575$296K0.1%N/A0.000%
2/15/2024Georgetown University160,183$1.55M0.5%+1.5%0.002%
2/14/2024Barometer Capital Management Inc.12,700$123K0.0%N/A0.000%
2/14/2024Tiger Pacific Capital LP66,098$640K0.1%N/A0.001%
2/14/2024Personal CFO Solutions LLC15,669$152K0.0%N/A0.000%
2/14/2024Westwood Holdings Group Inc.47,843$463K0.0%-53.5%0.001%
2/14/2024AdvisorShares Investments LLC51,300$497K0.1%N/A0.001%
2/13/2024Morningstar Investment Services LLC166,304$1.60M0.0%+102.7%0.002%
2/13/2024Crossmark Global Holdings Inc.428,920$4.15M0.1%+0.8%0.006%
2/13/2024Lake Street Advisors Group LLC55,947$542K0.0%-2.1%0.001%
2/13/2024Goldman Sachs Group Inc.11,033,220$106.80M0.0%-15.0%0.165%
2/13/2024CIBC Asset Management Inc659,201$6.38M0.0%-6.7%0.010%
2/13/2024Prudent Man Advisors LLC15,892$154K0.1%-16.0%0.000%
2/13/2024Dorsey Wright & Associates213,699$2.07M0.6%N/A0.003%
2/12/2024Eagle Asset Management Inc.75,825$734K0.0%-3.8%0.001%
2/12/2024 StoneX Group Inc.245,665$2.38M0.3%N/A0.004%
2/12/2024Catalytic Wealth RIA LLC11,161$108K0.0%N/A0.000%
2/12/2024Lockheed Martin Investment Management Co.164,050$1.59M0.1%N/A0.002%
2/12/2024 Parallel Advisors LLC40,961$397K0.0%-3.5%0.001%
2/9/2024Eagle Global Advisors LLC210,000$2.03M0.1%+2.9%0.003%
2/9/2024Orion Portfolio Solutions LLC85,714$854K0.0%-72.8%0.001%
2/9/2024US Bancorp DE265,458$2.57M0.0%+2.6%0.004%
2/9/2024Franklin Resources Inc.586,662$5.68M0.0%-2.5%0.009%
2/9/2024Corient Private Wealth LLC91,675$887K0.0%-8.7%0.001%
2/9/2024Wells Fargo & Company MN4,270,062$41.33M0.0%-15.3%0.064%
2/9/2024PNC Financial Services Group Inc.205,201$1.99M0.0%+4.3%0.003%
2/8/2024Quadrant Capital Group LLC63,013$610K0.1%+5.4%0.001%
2/8/2024 Capital Wealth Planning LLC117,331$1.14M0.0%N/A0.002%
2/8/2024Vanguard Personalized Indexing Management LLC132,513$1.28M0.0%+14.8%0.002%
2/8/2024D Orazio & Associates Inc.10,172$98K0.0%N/A0.000%
Gold Set to EXPLODE! (Ad)

Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

Click here now to download the free Precious Metals Buying Guide!
2/8/2024Vise Technologies Inc.55,317$535K0.1%-9.2%0.001%
2/8/2024Moran Wealth Management LLC526,526$5.10M0.2%N/A0.008%
2/8/2024Pinnacle Wealth Planning Services Inc.37,607$364K0.1%-4.6%0.001%
2/7/2024 Checchi Capital Advisers LLC42,994$416K0.0%-5.4%0.001%
2/7/2024Boston Partners160,638$1.56M0.0%+2.8%0.002%
2/7/2024Ieq Capital LLC25,447$246K0.0%+32.8%0.000%
2/7/2024Forum Financial Management LP188,813$1.83M0.0%+15.6%0.003%
2/7/2024 Envestnet Portfolio Solutions Inc.16,619$161K0.0%-26.5%0.000%
2/7/2024Dimensional Fund Advisors LP2,799,584$27.10M0.0%+18.9%0.042%
2/7/2024 QRG Capital Management Inc.289,867$2.81M0.0%+8.4%0.004%
(Data available from 1/1/2016 forward)

SMFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMFG shares?

During the previous two years, 275 institutional investors and hedge funds held shares of Sumitomo Mitsui Financial Group. The most heavily invested institutionals were Goldman Sachs Group Inc. ($106.80M), FMR LLC ($68.57M), Lazard Asset Management LLC ($49.02M), Wells Fargo & Company MN ($41.33M), Cowen Investment Management LLC ($40.94M), Northern Trust Corp ($34.24M), and Invesco Ltd. ($31.42M).Learn more on SMFG's institutional investors.

What percentage of Sumitomo Mitsui Financial Group stock is owned by institutional investors?

3.85% of Sumitomo Mitsui Financial Group stock is owned by institutional investors. Learn more on SMFG's institutional investor holdings.

Which institutional investors have been buying Sumitomo Mitsui Financial Group stock?

Of the 236 institutional investors that purchased Sumitomo Mitsui Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Marshall Wace LLP ($1.69M), XY Capital Ltd ($1.51M), Capricorn Fund Managers Ltd ($1.40M), FMR LLC ($1.37M), Qube Research & Technologies Ltd ($1.37M), Dimensional Fund Advisors LP ($1.06M), and Federated Hermes Inc. ($984.55K).

How much institutional buying is happening at Sumitomo Mitsui Financial Group?

Institutional investors have bought a total of 26,155,088 shares in the last 24 months. This purchase volume represents approximately $216.70M in transactions.

Which Sumitomo Mitsui Financial Group major shareholders have been selling company stock?

Of the 134 institutional investors that sold Sumitomo Mitsui Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($3.90M), Lazard Asset Management LLC ($3.16M), Westwood Holdings Group Inc. ($2.50M), Cowen Investment Management LLC ($1.85M), Natixis Advisors L.P. ($1.65M), Renaissance Technologies LLC ($1.21M), and Wells Fargo & Company MN ($1.08M).

How much institutional selling is happening at Sumitomo Mitsui Financial Group?

Institutional investors have sold a total of 27,697,567 shares in the last 24 months. This volume of shares sold represents approximately $232.48M in transactions.


Related Companies:
This page (NYSE:SMFG) was last updated on 5/9/2024 by MarketBeat.com Staff

From Our Partners
Tech GIANT’s Plans to Revolutionize Crypto…
Crypto 101 Media
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
Urgent Nvidia Warning
Altimetry
348 million Americans lives to END as we know it?
The Oxford Club
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Gold Set to EXPLODE!
Gold Safe Exchange