Sumitomo Mitsui Financial Group, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
MORGAN STANLEY | 05/15/2025 | 35.09 M | $542.43 M | 48.05% | 0.89% |
GOLDMAN SACHS GROUP INC | 05/16/2025 | 11.27 M | $174.26 M | 0.48% | 0.29% |
FMR LLC | 05/12/2025 | 9.64 M | $149.05 M | 15.00% | 0.25% |
BLACKROCK, INC. | 05/02/2025 | 6.96 M | $107.62 M | -0.05% | 0.18% |
CLARK CAPITAL MANAGEMENT GROUP, INC. | 05/15/2025 | 6.50 M | $100.43 M | 1.75% | 0.17% |
NORTHERN TRUST CORP | 05/13/2025 | 5.19 M | $80.22 M | 3.17% | 0.13% |
JANE STREET GROUP, LLC | 05/19/2025 | 3.37 M | $52.04 M | 14,161.86% | 0.09% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 2.89 M | $44.62 M | -0.47% | 0.07% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 1.99 M | $30.77 M | -4.36% | 0.05% |
ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 1.92 M | $29.74 M | 6.64% | 0.05% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 1.84 M | $28.46 M | 3.62% | 0.05% |
RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 1.64 M | $25.39 M | 1.97% | 0.04% |
AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 1.61 M | $24.82 M | 5.93% | 0.04% |
NATIXIS ADVISORS, L.P. | 05/08/2025 | 1.44 M | $22.25 M | 59.84% | 0.04% |
JPMORGAN CHASE & CO | 05/12/2025 | 1.19 M | $18.39 M | 17.17% | 0.03% |
INVESCO LTD. | 05/12/2025 | 918.29 K | $14.20 M | -9.43% | 0.02% |
UBS GROUP AG | 05/13/2025 | 896.92 K | $13.87 M | 34.65% | 0.02% |
ANDERSON HOAGLAND & CO | 04/09/2025 | 831.86 K | $10.19 M | -0.98% | 0.02% |
QUANTINNO CAPITAL MANAGEMENT LP | 05/12/2025 | 723.43 K | $11.18 M | 28.39% | 0.02% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 670.69 K | $10.37 M | -10.08% | 0.02% |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 04/24/2025 | 665.95 K | $10.04 M | 15.52% | 0.02% |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2025 | 631.70 K | $9.77 M | 6.28% | 0.02% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 579.28 K | $8.96 M | 19.99% | 0.01% |
ROYAL BANK OF CANADA | 05/15/2025 | 578.48 K | $8.94 M | -0.45% | 0.01% |
FISHER ASSET MANAGEMENT, LLC | 05/14/2025 | 571.75 K | $8.84 M | 211.02% | 0.01% |
CREATIVE PLANNING | 05/15/2025 | 571.55 K | $8.84 M | 19.76% | 0.01% |
CIBC WORLD MARKET INC. | 05/14/2025 | 557.71 K | $8.62 M | -0.47% | 0.01% |
QRG CAPITAL MANAGEMENT, INC. | 04/17/2025 | 518.57 K | $8.02 M | 19.92% | 0.01% |
CROSSMARK GLOBAL HOLDINGS, INC. | 04/30/2025 | 498.60 K | $7.71 M | 0.04% | 0.01% |
PATHSTONE HOLDINGS, LLC | 05/15/2025 | 473.45 K | $7.32 M | -0.75% | 0.01% |
CERITY PARTNERS LLC | 04/30/2025 | 468.21 K | $7.24 M | 46.44% | 0.01% |
LPL FINANCIAL LLC | 05/07/2025 | 445.35 K | $6.89 M | 37.04% | 0.01% |
STIFEL FINANCIAL CORP | 05/14/2025 | 426.98 K | $6.60 M | -3.41% | 0.01% |
BOSTON PARTNERS | 05/13/2025 | 421.48 K | $6.47 M | 21.05% | 0.01% |
RAMIREZ ASSET MANAGEMENT, INC. | 05/07/2025 | 409.40 K | $6.33 M | -8.82% | 0.01% |
MARINER, LLC | 05/15/2025 | 398.09 K | $6.16 M | -1.72% | 0.01% |
ETHIC INC. | 05/13/2025 | 392.67 K | $5.92 M | -5.52% | 0.01% |
US BANCORP \DE\ | 05/08/2025 | 361.65 K | $5.59 M | 20.76% | 0.01% |
BENSON INVESTMENT MANAGEMENT COMPANY, INC. | 04/10/2025 | 355.75 K | $5.50 M | -13.29% | 0.01% |
QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 339.89 K | $5.25 M | 100.00% | 0.01% |
CALAMOS ADVISORS LLC | 04/29/2025 | 332.15 K | $5.14 M | 56.88% | 0.01% |
EAGLE GLOBAL ADVISORS LLC | 05/12/2025 | 311.00 K | $4.81 M | -7.44% | 0.01% |
MORAN WEALTH MANAGEMENT, LLC | 04/23/2025 | 301.58 K | $4.66 M | -15.93% | 0.01% |
FIRST TRUST ADVISORS LP | 05/14/2025 | 290.12 K | $4.49 M | -6.25% | 0.01% |
QUADRANT CAPITAL GROUP LLC | 05/13/2025 | 284.76 K | $4.40 M | 299.42% | 0.01% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/02/2025 | 282.36 K | $4.37 M | 103.61% | 0.01% |
CAPITAL WEALTH PLANNING, LLC | 05/12/2025 | 271.81 K | $4.20 M | 77.11% | 0.01% |
AUGUSTINE ASSET MANAGEMENT INC | 04/25/2025 | 259.86 K | $4.02 M | 2.03% | 0.01% |
CETERA INVESTMENT ADVISERS | 05/06/2025 | 255.58 K | $3.95 M | 15.48% | 0.01% |
HIGHTOWER ADVISORS, LLC | 05/13/2025 | 254.34 K | $3.93 M | -1.40% | 0.01% |
Sumitomo Mitsui Financial Group, Inc. institutional Ownership - FAQ's
During the previous two years, 479 institutional investors and hedge funds held shares of Sumitomo Mitsui Financial Group, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 35.09 M
GOLDMAN SACHS GROUP INC: 11.27 M
FMR LLC: 9.64 M
BlackRock, Inc.: 6.96 M
Clark Capital Management Group, Inc.: 6.5 M
NORTHERN TRUST CORP: 5.19 M
2.98% of Sumitomo Mitsui Financial Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 166.92 M shares in the last 24 months. This purchase volume represents approximately $2.52 B in transactions.