Sumitomo Mitsui Financial SMFG Institutional Ownership

NYSE SMFG

$24.13 -0.40 (-1.61%)

As of: Oct 22, 2026 · 3:59 PM EDT

Institutions by Trading Activity

459 Institutions

Increased 291 63.4%

Unchanged 77 16.8%

Reduced 91 19.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

3.46%

▲+0.25 pp QoQ

Shares Held by Institutions

133.14Mn

of 3.84Bn outstanding

▲+7.90% QoQ

Shares Outstanding

3.84Bn

3.71Bn held outside 13F filers

Institutional Investors

459

filed 13F for Jun 2026

▲+18 vs prior quarter

Net Shares Added (QoQ)

+9.75Mn

accumulated since last quarter

Value of Holdings

$3.26Bn

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

Updated Oct 21, 2026

Sumitomo Mitsui Financial Group, Inc. (NYSE:SMFG) counted 459 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

These investors held 3.46% of outstanding shares in Q2 2026, up from 3.21% the quarter before.
Total shares held in Sumitomo Mitsui Financial rose 7.90% versus Q1 2026, while the number of holders rose 23.39% versus Q2 2025.
Of the 459 holders of SMFG in Q2 2026, 291 added to their positions, 91 reduced their stakes and 77 left their positions unchanged.
Institutional investors held 133.14Mn shares of Sumitomo Mitsui Financial in total at the end of Q2 2026, up 9.75Mn from the prior quarter and up 45.17Mn from a year earlier.
Morgan Stanley was the top holder of Sumitomo Mitsui Financial as of June 30, 2026, with 25.11Mn shares, or 0.65% of shares outstanding.
The biggest increases in SMFG positions during Q2 2026 came from Fisher Asset Management, LLC (+3.09Mn shares), Morgan Stanley (+2.15Mn shares), FMR LLC (+1.37Mn shares), Calamos Advisors LLC (+617.46K shares) and JPMorgan Chase & Co (+607.61K shares).
The largest position reductions in SMFG for Q2 2026 were by Jane Street Group, LLC (-1.2Mn shares), Renaissance Technologies LLC (-725.7K shares), Chilton Investment Co Inc. (-95.31K shares), Voloridge Investment Management, LLC (-94.6K shares) and Moran Wealth Management, LLC (-67.9K shares).
Business Quant data shows the 10 biggest positions in Sumitomo Mitsui Financial as of Q2 2026 were held by Morgan Stanley (25.11Mn shares), FMR LLC (13.94Mn shares), Goldman Sachs Group Inc (10.81Mn shares), BlackRock, Inc. (7.85Mn shares), Fisher Asset Management, LLC (6.29Mn shares), Northern Trust Corp (6.16Mn shares), Clark Capital Management Group, Inc. (3.83Mn shares), American Century Companies Inc (3.49Mn shares), Dimensional Fund Advisors LP (3.14Mn shares) and Envestnet Asset Management Inc (2.26Mn shares).

Form 13F Holdings

460 Institutional Holders

Report period 30 Jun, 2026

Total shares held 133.14Mn

Of outstanding 3.46%

#	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	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,244,470	0.03%	▲154,723	+14.20%	$29.34Mn
20	RENAISSANCE TECHNOLOGIES LLC	0001037389	1,023,572	0.03%	▼725,700	-41.49%	$24.14Mn

Showing 1 to 20 of 460 holders