Sumitomo Mitsui Financial Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2024 | 16.32 M | $206.07 M | 21.15% | 0.41% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 11.23 M | $141.77 M | -0.88% | 0.29% |
| FMR LLC | 11/13/2024 | 7.19 M | $90.86 M | 5.00% | 0.18% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 6.91 M | $87.27 M | 100.00% | 0.18% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 11/14/2024 | 5.03 M | $63.52 M | 15.40% | 0.13% |
| CITADEL ADVISORS LLC | 11/14/2024 | 3.52 M | $44.50 M | -0.48% | 0.09% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 3.28 M | $41.44 M | -20.84% | 0.08% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 2.87 M | $36.19 M | -2.24% | 0.07% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 1.75 M | $154,019 | 337.10% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 1.73 M | $21.88 M | 20.44% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1.65 M | $20.80 M | 39.89% | 0.04% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 1.63 M | $20.64 M | 6.94% | 0.04% |
| COWEN AND COMPANY, LLC | 11/12/2024 | 1.56 M | $19.71 M | -44.29% | 0.04% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 1.44 M | $18.24 M | 7.41% | 0.04% |
| JPMORGAN CHASE & CO | 12/26/2024 | 1.37 M | $17.30 M | 60.65% | 0.03% |
| INVESCO LTD. | 11/12/2024 | 1.36 M | $17.12 M | 7.85% | 0.03% |
| ANDERSON HOAGLAND & CO | 10/07/2024 | 850,885 | $10.97 M | -0.94% | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 607,148 | $7.98 M | 3.91% | 0.02% |
| ROYAL BANK OF CANADA | 11/14/2024 | 593,478 | $7.49 M | 4.56% | 0.02% |
| NATIXIS ADVISORS, L.P. | 11/06/2024 | 586,732 | $7.41 M | -0.33% | 0.01% |
| CIBC WORLD MARKET INC. | 11/12/2024 | 561,193 | $7.09 M | -2.56% | 0.01% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2024 | 546,173 | $6.90 M | 23.47% | 0.01% |
| UBS GROUP AG | 11/14/2024 | 530,786 | $6.70 M | 48.44% | 0.01% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 497,165 | $6.54 M | 3.57% | 0.01% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 11/04/2024 | 493,977 | $6.24 M | 21.67% | 0.01% |
| CIBC ASSET MANAGEMENT INC | 11/06/2024 | 485,342 | $6.05 M | -20.76% | 0.01% |
| PATHSTONE HOLDINGS, LLC | 11/07/2024 | 468,307 | $5.91 M | -0.19% | 0.01% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 441,673 | $5.58 M | 0.23% | 0.01% |
| RAMIREZ ASSET MANAGEMENT, INC. | 11/12/2024 | 435,010 | $5.49 M | 3.15% | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 10/30/2024 | 424,680 | $5.36 M | -2.69% | 0.01% |
| BENSON INVESTMENT MANAGEMENT COMPANY, INC. | 10/11/2024 | 410,255 | $5.18 M | 100.00% | 0.01% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 405,921 | $5.13 M | 12.71% | 0.01% |
| MARINER, LLC | 11/13/2024 | 396,667 | $4.99 M | 1.09% | 0.01% |
| CREATIVE PLANNING | 10/11/2024 | 376,490 | $4.76 M | 5.19% | 0.01% |
| ETHIC INC. | 11/13/2024 | 368,972 | $4.34 M | -18.21% | 0.01% |
| CERITY PARTNERS LLC | 11/12/2024 | 353,043 | $4.46 M | 31.71% | 0.01% |
| EAGLE GLOBAL ADVISORS LLC | 11/14/2024 | 336,000 | $4.24 M | 19.15% | 0.01% |
| MORAN WEALTH MANAGEMENT, LLC | 11/08/2024 | 333,233 | $4.21 M | -26.15% | 0.01% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 326,942 | $4.13 M | 844.70% | 0.01% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 311,121 | $3.93 M | 6.19% | 0.01% |
| LEUTHOLD GROUP, LLC | 10/24/2024 | 309,329 | $3.91 M | 100.00% | 0.01% |
| FIRST TRUST DIRECT INDEXING L.P. | 10/25/2024 | 305,204 | $3.85 M | -0.71% | 0.01% |
| JANE STREET GROUP, LLC | 11/15/2024 | 300,001 | $3.79 M | 20.93% | 0.01% |
| GREENLEAF TRUST | 10/22/2024 | 295,457 | $3.73 M | 0.00% | 0.01% |
| ROKOS CAPITAL MANAGEMENT LLP | 11/14/2024 | 293,693 | $3.71 B | 100.00% | 0.01% |
| US BANCORP \DE\ | 10/28/2024 | 291,835 | $3.69 M | 7.79% | 0.01% |
| SAMLYN CAPITAL, LLC | 11/14/2024 | 266,615 | $3.37 M | 100.00% | 0.01% |
| AUGUSTINE ASSET MANAGEMENT INC | 10/25/2024 | 256,545 | $3.24 M | 1.53% | 0.01% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 246,596 | $3.13 M | -15.76% | 0.01% |
| CITADEL ADVISORS LLC | 11/14/2024 | 244,949 | $3.09 M | -54.29% | 0.01% |
Sumitomo Mitsui Financial Group, Inc.institutional Ownership - FAQ's
During the previous two years, 427 institutional investors and hedge funds held shares of Sumitomo Mitsui Financial Group, Inc.. The most heavily invested institutionals were:
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
MORGAN STANLEY: 16.32 M
GOLDMAN SACHS GROUP INC: 11.23 M
FMR LLC: 7.19 M
BlackRock Funding, Inc. /DE: 6.91 M
Clark Capital Management Group, Inc.: 5.03 M
2.37% of Sumitomo Mitsui Financial Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 136.87 M shares in the last 24 months. This purchase volume represents approximately $2.02 B in transactions.