Sumitomo Mitsui Financial Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 21.14 M | $353.83 M | -32.38% | 0.55% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 10.84 M | $181.41 M | 1.54% | 0.28% |
| FMR LLC | 11/13/2025 | 10.77 M | $180.33 M | 11.24% | 0.28% |
| BLACKROCK, INC. | 11/12/2025 | 7.11 M | $119.08 M | 3.58% | 0.18% |
| NORTHERN TRUST CORP | 11/14/2025 | 5.74 M | $96.14 M | 2.64% | 0.15% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 11/14/2025 | 4.14 M | $69.36 M | -36.43% | 0.11% |
| CITADEL ADVISORS LLC | 11/14/2025 | 3.08 M | $51.50 M | 83.40% | 0.08% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.89 M | $48.31 M | 0.31% | 0.07% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 2.28 M | $38.24 M | 10.30% | 0.06% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 2.13 M | $35.70 M | 5.68% | 0.06% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 2.04 M | $34.09 M | 16.88% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 2.00 M | $33.40 M | -13.35% | 0.05% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 1.52 M | $25.52 M | 12.32% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.44 M | $24.15 M | -24.94% | 0.04% |
| TORONTO DOMINION BANK | 11/14/2025 | 1.37 M | $22.93 M | 100.00% | 0.04% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 1.13 M | $18.87 M | 22.77% | 0.03% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 1.09 M | $18.17 M | 11.14% | 0.03% |
| INVESCO LTD. | 11/13/2025 | 1.07 M | $17.95 M | 11.16% | 0.03% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2025 | 927.18 K | $15.52 M | 112.52% | 0.02% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 837.40 K | $14.02 M | 100.00% | 0.02% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 11/13/2025 | 800.90 K | $13.41 M | 165.38% | 0.02% |
| CAPITAL WEALTH PLANNING, LLC | 11/13/2025 | 786.87 K | $13.17 M | 31.68% | 0.02% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 770.43 K | $12.90 M | 22.04% | 0.02% |
| ROYAL BANK OF CANADA | 11/14/2025 | 766.87 K | $12.84 M | 22.98% | 0.02% |
| ANDERSON HOAGLAND & CO | 10/15/2025 | 733.06 K | $12.27 M | -7.07% | 0.02% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 712.88 K | $11.93 M | 164.72% | 0.02% |
| NATIXIS ADVISORS, L.P. | 11/13/2025 | 703.13 K | $11.77 M | -41.43% | 0.02% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 686.53 K | $11.49 M | 7.54% | 0.02% |
| RAMIREZ ASSET MANAGEMENT, INC. | 11/12/2025 | 686.27 K | $11.49 M | 35.66% | 0.02% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 651.87 K | $10.91 M | 105.30% | 0.02% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 643.44 K | $10.77 M | 69.69% | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 630.34 K | $10.55 M | 4.99% | 0.02% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 626.80 K | $10.27 M | -3.45% | 0.02% |
| CREATIVE PLANNING | 11/14/2025 | 561.22 K | $9.39 M | 13.20% | 0.01% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 537.83 K | $9.00 M | 13.89% | 0.01% |
| JPMORGAN CHASE & CO | 11/26/2025 | 537.44 K | $9.00 M | -54.86% | 0.01% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 11/12/2025 | 532.47 K | $8.91 M | 0.00% | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 520.52 K | $8.71 M | 41.07% | 0.01% |
| BOSTON PARTNERS | 11/13/2025 | 518.01 K | $8.66 M | 23.81% | 0.01% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 469.30 K | $7.86 M | -0.40% | 0.01% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 11/12/2025 | 459.47 K | $7.69 M | -15.21% | 0.01% |
| CIBC WORLD MARKET INC. | 11/06/2025 | 454.69 K | $7.61 M | -18.06% | 0.01% |
| CERITY PARTNERS LLC | 10/22/2025 | 451.27 K | $7.55 M | -1.67% | 0.01% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 446.15 K | $7.47 M | 363.74% | 0.01% |
| FEDERATED HERMES, INC. | 11/03/2025 | 424.28 K | $7.10 M | 67.37% | 0.01% |
| MARINER, LLC | 11/14/2025 | 402.05 K | $6.73 M | 5.65% | 0.01% |
| US BANCORP \DE\ | 11/12/2025 | 383.79 K | $6.42 M | 3.62% | 0.01% |
| ETHIC INC. | 10/17/2025 | 376.97 K | $6.31 M | 5.33% | 0.01% |
| UBS GROUP AG | 11/13/2025 | 371.86 K | $6.22 M | -19.77% | 0.01% |
| LPL FINANCIAL LLC | 11/12/2025 | 368.46 K | $6.17 M | -30.41% | 0.01% |
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Sumitomo Mitsui Financial Group, Inc. institutional Ownership - FAQ's
During the previous two years, 550 institutional investors and hedge funds held shares of Sumitomo Mitsui Financial Group, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 21.14 M
GOLDMAN SACHS GROUP INC: 10.84 M
FMR LLC: 10.77 M
BlackRock, Inc.: 7.11 M
NORTHERN TRUST CORP: 5.74 M
Clark Capital Management Group, Inc.: 4.14 M
2.92% of Sumitomo Mitsui Financial Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 162.85 M shares in the last 24 months. This purchase volume represents approximately $3.05 B in transactions.