Sumitomo Mitsui Financial Group, Inc. (SMFG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

43,621,167Shares Outstanding

1,124,044Shares held by institutions

$25,751,848Value of institutional holdings

258.63%Institutional ownership %

4.10%Shares Changed QoQ

392No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Sumitomo Mitsui Financial Group, Inc. (NYSE:SMFG) currently has 392 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

Sumitomo Mitsui Financial saw its institutional ownership percentage fell to 258.6% in December 2025 from 259.4% in September 2025.
Quarterly data indicates a 4.10% shift in institutional share volume, and the annual owner count reflects an increase of 13.29%.
The latest 13F cycle for Sumitomo Mitsui Financial reveals that of 392 total investors, 245 funds grew their exposure, whereas 87 reduced theirs and 60 made no changes.
Collectively, institutional investors increased their stake in Sumitomo Mitsui Financial to 112.82Mn shares as of December 2025, a change that is up by 4.44Mn shares quarter on quarter and up 10.68Mn shares year over year.
MORGAN STANLEY continues to be the largest institutional holder of Sumitomo Mitsui Financial as of December 31, 2025, with a position of 21.54Mn shares, representing 49.38% of the company's outstanding stock.
Among the most significant buyers of Sumitomo Mitsui Financial during December 2025 were FMR LLC (1.48Mn), JANE STREET GROUP, LLC (1.22Mn), MORGAN STANLEY (404.44K), CAUSEWAY CAPITAL MANAGEMENT LLC (376.37K), CITADEL ADVISORS LLC (376.33K).
Leading sellers of Sumitomo Mitsui Financial stock in December 2025 included MILLENNIUM MANAGEMENT LLC (1.06Mn), TORONTO DOMINION BANK (1.03Mn), TUDOR INVESTMENT CORP ET AL (754.32K), Qube Research & Technologies Ltd (628.90K), ROYAL BANK OF CANADA (506.18K).
The top 10 institutional holders of Sumitomo Mitsui Financial for the quarter ending December 2025 included MORGAN STANLEY (21.54Mn), FMR LLC (12.25Mn), GOLDMAN SACHS GROUP INC (11.00Mn), BlackRock, Inc. (7.16Mn), NORTHERN TRUST CORP (6.10Mn), Clark Capital Management Group, Inc. (4.11Mn), DIMENSIONAL FUND ADVISORS LP (2.87Mn), AMERICAN CENTURY COMPANIES INC (2.34Mn), WELLS FARGO & COMPANY/MN (2.15Mn), ENVESTNET ASSET MANAGEMENT INC (2.06Mn).

392 Institutional Holders

1,124,044 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
MORGAN STANLEY	31 Dec, 2025	21,541,139	404,435	1.91%	$416,390,314.00
FMR LLC	31 Dec, 2025	12,247,737	1,475,357	13.70%	$236,748,763.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	10,997,774	161,026	1.49%	$212,586,980.00
BlackRock, Inc.	31 Dec, 2025	7,157,740	44,335	0.62%	$138,359,127.00
NORTHERN TRUST CORP	31 Dec, 2025	6,099,005	355,877	6.20%	$117,893,766.00
Clark Capital Management Group, Inc.	31 Dec, 2025	4,105,864	-37,260	-0.90%	$79,366,351.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,872,812	-13,221	-0.46%	$55,531,467.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	2,343,002	306,293	15.04%	$45,290,324.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	2,151,904	19,520	0.92%	$41,596,287.00
ENVESTNET ASSET MANAGEMENT INC	31 Dec, 2025	2,058,315	63,250	3.17%	$39,787,222.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	1,924,517	-359,553	-15.74%	$37,200,914.00
Fisher Asset Management, LLC	31 Dec, 2025	1,646,997	122,562	8.04%	$31,836,482.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	1,527,195	84,801	5.88%	$29,520,675.00
Quantinno Capital Management LP	31 Dec, 2025	1,370,588	243,307	21.58%	$26,493,470.00
JANE STREET GROUP, LLC	31 Dec, 2025	1,318,753	1,220,821	1,246.60%	$25,491,495.00
CAUSEWAY CAPITAL MANAGEMENT LLC	31 Dec, 2025	1,177,274	376,371	46.99%	$22,756,711.00
Capital Wealth Planning, LLC	31 Dec, 2025	1,083,145	296,280	37.65%	$21,067,170.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	886,131	115,702	15.02%	$17,128,912.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	736,467	93,024	14.46%	$14,235,907.00
UBS Group AG	31 Dec, 2025	731,255	359,394	96.65%	$14,135,159.00

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