Sumitomo Mitsui Financial SMFG Institutional Ownership

NYSE SMFG

$25.28 -0.63 (-2.43%)

As of: Oct 1, 2026 · 3:59 PM EDT

Institutions by Trading Activity

462 Institutions

Increased 293 63.4%

Unchanged 77 16.7%

Reduced 92 19.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

3.50%

▲+0.29 pp QoQ

Shares Held by Institutions

134.51Mn

of 3.84Bn outstanding

▲+11.28% QoQ

Shares Outstanding

3.84Bn

3.71Bn held outside 13F filers

Institutional Investors

462

filed 13F for Jun 2026

▲+20 vs prior quarter

Net Shares Added (QoQ)

+13.64Mn

accumulated since last quarter

Value of Holdings

$3.49Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Sumitomo Mitsui Financial Group, Inc. (NYSE:SMFG) showed up in the 13F filings of 462 institutional investors as of June 2026.

Collectively, these holders controlled 3.5% of Sumitomo Mitsui Financial's outstanding shares in June 2026, up from 3.2% in March 2026.
They increased total shares held in Sumitomo Mitsui Financial by 11.28% from last quarter, and the number of investors in SMFG increased 23.53% annually.
Among the 462 funds, 293 bought more Sumitomo Mitsui Financial shares, 92 sold down, and 77 held their ground.
The aggregate institutional position in Sumitomo Mitsui Financial amounted to 134.51Mn shares as of June 2026, up by 13.64Mn shares quarter on quarter, and up 46.54Mn shares year over year.
As of June 30, 2026, Morgan Stanley held the largest stake in Sumitomo Mitsui Financial with 25.11Mn shares, accounting for 0.65% of total shares outstanding.
Leading buyers of Sumitomo Mitsui Financial shares for the quarter ending June 2026 were Fisher Asset Management, LLC (3.09Mn), Morgan Stanley (2.15Mn), FMR LLC (1.37Mn), Sixth Street Partners Management Company, L.P. (1.24Mn), Calamos Advisors LLC (617.46K).
Top sellers of SMFG stock for the quarter ending June 2026 included JANE STREET GROUP, LLC (1.2Mn), RENAISSANCE TECHNOLOGIES LLC (725.7K), CHILTON INVESTMENT CO INC. (95.31K), VOLORIDGE INVESTMENT MANAGEMENT, LLC (94.6K), Moran Wealth Management, LLC (67.9K).
Business Quant data shows the 10 biggest positions in Sumitomo Mitsui Financial as of June 2026 are held by Morgan Stanley (25.11Mn), FMR LLC (13.94Mn), Goldman Sachs Group Inc (10.81Mn), BlackRock, Inc. (7.85Mn), Fisher Asset Management, LLC (6.29Mn), Northern Trust Corp (6.16Mn), Clark Capital Management Group, Inc. (3.83Mn), AMERICAN CENTURY COMPANIES INC (3.49Mn), DIMENSIONAL FUND ADVISORS LP (3.14Mn), ENVESTNET ASSET MANAGEMENT INC (2.26Mn).

Form 13F Holdings

461 Institutional Holders

Report period 30 Jun, 2026

Total shares held 134.51Mn

Of outstanding 3.50%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Morgan Stanley	0000895421	25,112,524	0.65%	▲2,154,153	+9.38%	$592.15Mn
2	FMR LLC	0000315066	13,937,223	0.36%	▲1,367,852	+10.88%	$328.64Mn
3	Goldman Sachs Group Inc	0000886982	10,814,662	0.28%	▲106,660	+1.00%	$255.01Mn
4	BlackRock, Inc.	0002012383	7,854,802	0.20%	▲173,236	+2.26%	$185.22Mn
5	Fisher Asset Management, LLC	0000850529	6,291,379	0.16%	▲3,094,452	+96.79%	$148.35Mn
6	Northern Trust Corp	0000073124	6,158,454	0.16%	▼31,201	-0.50%	$145.22Mn
7	Clark Capital Management Group, Inc.	0001352187	3,831,212	0.10%	▲48,813	+1.29%	$90.34Mn
8	AMERICAN CENTURY COMPANIES INC	0000748054	3,493,982	0.09%	▲485,077	+16.12%	$82.39Mn
9	DIMENSIONAL FUND ADVISORS LP	0000354204	3,139,702	0.08%	▲48,961	+1.58%	$74.03Mn
10	ENVESTNET ASSET MANAGEMENT INC	0001407543	2,263,530	0.06%	▲62,246	+2.83%	$53.37Mn
11	Wells Fargo & Company/Mn	0000072971	2,146,202	0.06%	▼14,417	-0.67%	$50.61Mn
12	Quantinno Capital Management LP	0001759654	2,143,555	0.06%	▲527,736	+32.66%	$50.55Mn
13	Bank Of America Corp /De/	0000070858	1,781,736	0.05%	▼64,599	-3.50%	$42.01Mn
14	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	0000869353	1,709,700	0.04%	▼1,755	-0.10%	$40.31Mn
15	Capital Wealth Planning, LLC	0001566728	1,659,962	0.04%	▲354,207	+27.13%	$39.14Mn
16	Jpmorgan Chase & Co	0000019617	1,525,928	0.04%	▲607,613	+66.17%	$36.18Mn
17	CAUSEWAY CAPITAL MANAGEMENT LLC	0001165797	1,392,610	0.04%	▲125,362	+9.89%	$32.84Mn
18	AQR CAPITAL MANAGEMENT LLC	0001167557	1,340,654	0.03%	▲495,432	+58.62%	$31.61Mn
19	Sixth Street Partners Management Company, L.P.	0001812095	1,244,470	0.03%	▲1,244,470	0.00%	$29.34Mn
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,244,470	0.03%	▲154,723	+14.20%	$29.34Mn

Showing 1 to 20 of 461 holders