Sumitomo Mitsui Financial Group Ownership 2024 | Who Owns Sumitomo Mitsui Financial Group Now?
Institutional Ownership
6.90%
Insider Ownership
0.00%
Retail Ownership
93.10%
Institutional Holders
314.00
Sumitomo Mitsui Financial Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MORGAN STANLEY | 1.01% | 0.01% | 13,467,366 | 1,343,938 | 11.09% | 180,597,425 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.85% | 0.03% | 11,324,570 | 409,360 | 3.75% | 151,862,482 | Jun 30, 2024 |
FMR LLC | 0.52% | 0.01% | 6,851,236 | -199,702 | -2.83% | 91,875,079 | Jun 30, 2024 |
BLACKROCK INC. | 0.51% | 0.00% | 6,829,429 | 208,030 | 3.14% | 91,582,637 | Jun 30, 2024 |
CLARK CAPITAL MANAGEMENT GROUP, INC. | 0.33% | 0.43% | 4,357,941 | 135,518 | 3.21% | 58,439,989 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.31% | 0.01% | 4,144,270 | -131,924 | -3.09% | 55,574,660 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.22% | 0.02% | 2,962,261 | -252,494 | -7.85% | 39,723,920 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.22% | 0.01% | 2,931,405 | -20,338 | -0.69% | 39,310,141 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.21% | 0.01% | 2,804,706 | -85,940 | -2.97% | 37,611,107,000 | Jun 30, 2024 |
COWEN AND COMPANY, LLC | 0.21% | 1.03% | 2,800,730 | - | - | 37,557,789 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.12% | 0.03% | 1,528,470 | -38,500 | -2.46% | 20,496,783 | Jun 30, 2024 |
ENVESTNET ASSET MANAGEMENT INC | 0.11% | 0.01% | 1,438,633 | -124,645 | -7.97% | 19,292,067 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 0.10% | 0.01% | 1,344,869 | 69,145 | 5.42% | 18,034,693 | Jun 30, 2024 |
INVESCO LTD. | 0.09% | 0.00% | 1,256,899 | -617,129 | -32.93% | 16,855,020 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.09% | 0.00% | 1,177,161 | -145,965 | -11.03% | 15,785,731 | Jun 30, 2024 |
ANDERSON HOAGLAND & CO | 0.06% | 1.24% | 858,922 | -639 | -0.07% | 11,792,999 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.06% | 0.00% | 852,771 | 16,867 | 2.02% | 11,435,666 | Jun 30, 2024 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.05% | 0.02% | 615,800 | 447,800 | 266.55% | 8,257,878 | Jun 30, 2024 |
CIBC ASSET MANAGEMENT INC | 0.05% | 0.03% | 612,465 | -26,758 | -4.19% | 8,213,156 | Jun 30, 2024 |
NATIXIS ADVISORS, L.P. | 0.04% | 0.02% | 588,690 | 39,412 | 7.18% | 7,894,000 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GROUPAMA ASSET MANAGMENT | 0.01% | 4.09% | 146,304 | 101,624 | 227.45% | 301,439,521 | Jun 30, 2024 |
AUGUSTINE ASSET MANAGEMENT INC | 0.02% | 1.31% | 252,688 | 91,731 | 56.99% | 3,388,546 | Jun 30, 2024 |
ANDERSON HOAGLAND & CO | 0.06% | 1.24% | 858,922 | -639 | -0.07% | 11,792,999 | Jun 30, 2024 |
RAMIREZ ASSET MANAGEMENT, INC. | 0.03% | 1.15% | 421,708 | -27,585 | -6.14% | 5,655,103 | Jun 30, 2024 |
COWEN AND COMPANY, LLC | 0.21% | 1.03% | 2,800,730 | - | - | 37,557,789 | Jun 30, 2024 |
XY CAPITAL LTD | 0.01% | 0.94% | 111,495 | 111,495 | 100.00% | 1,495,148 | Jun 30, 2024 |
DORSEY WRIGHT & ASSOCIATES | 0.02% | 0.71% | 205,450 | -2,945 | -1.41% | 2,755,167 | Jun 30, 2024 |
GILMAN HILL ASSET MANAGEMENT, LLC | 0.01% | 0.46% | 190,786 | -85,093 | -30.84% | 2,558,442 | Jun 30, 2024 |
CLARK CAPITAL MANAGEMENT GROUP, INC. | 0.33% | 0.43% | 4,357,941 | 135,518 | 3.21% | 58,439,989 | Jun 30, 2024 |
VANGUARD CAPITAL WEALTH ADVISORS | 0.00% | 0.42% | 46,054 | 3,491 | 8.20% | 617,574 | Jun 30, 2024 |
BKM WEALTH MANAGEMENT, LLC | 0.00% | 0.42% | 64,369 | 11,359 | 21.43% | 863,188 | Jun 30, 2024 |
CHANNING GLOBAL ADVISORS, LLC | 0.00% | 0.37% | 32,946 | -18 | -0.05% | 441,806 | Jun 30, 2024 |
NAVITER WEALTH, LLC | 0.01% | 0.29% | 143,522 | 10,276 | 7.71% | 1,924,630 | Jun 30, 2024 |
FIRST TRUST DIRECT INDEXING L.P. | 0.02% | 0.25% | 307,375 | 5,129 | 1.70% | 4,121,905 | Jun 30, 2024 |
INVESTORS RESEARCH CORP | 0.01% | 0.22% | 69,554 | - | - | 932,719 | Jun 30, 2024 |
TE AHUMAIRANGI INVESTMENT MANAGEMENT LTD | 0.01% | 0.20% | 79,477 | -17,300 | -17.88% | 1,066,000 | Jun 30, 2024 |
GALLACHER CAPITAL MANAGEMENT LLC | 0.00% | 0.20% | 28,894 | -500 | -1.70% | 387,462 | Jun 30, 2024 |
EAGLE GLOBAL ADVISORS LLC | 0.02% | 0.20% | 282,000 | 12,000 | 4.44% | 3,781,620 | Jun 30, 2024 |
MORAN WEALTH MANAGEMENT, LLC | 0.03% | 0.20% | 451,199 | -77,114 | -14.60% | 6,050,579 | Jun 30, 2024 |
BTC CAPITAL MANAGEMENT, INC. | 0.01% | 0.20% | 158,700 | -25,185 | -13.70% | 2,128,167 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MORGAN STANLEY | 1.01% | 0.01% | 13,467,366 | 1,343,938 | 11.09% | 180,597,425 | Jun 30, 2024 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.05% | 0.02% | 615,800 | 447,800 | 266.55% | 8,257,878 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.85% | 0.03% | 11,324,570 | 409,360 | 3.75% | 151,862,482 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.03% | 0.00% | 400,636 | 380,950 | 1935.13% | 5,373,000 | Jun 30, 2024 |
BLACKROCK INC. | 0.51% | 0.00% | 6,829,429 | 208,030 | 3.14% | 91,582,637 | Jun 30, 2024 |
GTS SECURITIES LLC | 0.01% | 0.00% | 159,034 | 159,034 | 100.00% | 2,132,646 | Jun 30, 2024 |
CLARK CAPITAL MANAGEMENT GROUP, INC. | 0.33% | 0.43% | 4,357,941 | 135,518 | 3.21% | 58,439,989 | Jun 30, 2024 |
XY CAPITAL LTD | 0.01% | 0.94% | 111,495 | 111,495 | 100.00% | 1,495,148 | Jun 30, 2024 |
GROUPAMA ASSET MANAGMENT | 0.01% | 4.09% | 146,304 | 101,624 | 227.45% | 301,439,521 | Jun 30, 2024 |
AUGUSTINE ASSET MANAGEMENT INC | 0.02% | 1.31% | 252,688 | 91,731 | 56.99% | 3,388,546 | Jun 30, 2024 |
PEKIN HARDY STRAUSS, INC. | 0.01% | 0.17% | 91,100 | 91,100 | 100.00% | 1,221,651 | Jun 30, 2024 |
VIDENT ADVISORY, LLC | 0.01% | 0.03% | 88,546 | 88,546 | 100.00% | 1,187,403 | Jun 30, 2024 |
CAPROCK GROUP, LLC | 0.01% | 0.07% | 133,841 | 85,204 | 175.18% | 1,800,803 | Jun 30, 2024 |
CAPITAL WEALTH PLANNING, LLC | 0.02% | 0.04% | 320,467 | 84,901 | 36.04% | 4,297,462 | Jun 30, 2024 |
PENSERRA CAPITAL MANAGEMENT LLC | 0.02% | 0.05% | 320,467 | 84,901 | 36.04% | 4,297,000 | Jun 30, 2024 |
ADVISORY SERVICES NETWORK, LLC | 0.01% | 0.02% | 82,486 | 82,486 | 100.00% | 1,106,138 | Jun 30, 2024 |
ETHIC INC. | 0.03% | 0.14% | 451,121 | 82,149 | 22.26% | 6,049,529 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.03% | 0.00% | 360,160 | 75,714 | 26.62% | 4,829,746 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.01% | 0.01% | 70,784 | 70,784 | 100.00% | 949,222 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 0.10% | 0.01% | 1,344,869 | 69,145 | 5.42% | 18,034,693 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
INVESCO LTD. | 0.09% | 0.00% | 1,256,899 | -617,129 | -32.93% | 16,855,020 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.04% | 0.00% | 567,570 | -363,840 | -39.06% | 7,610,000 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.01% | 0.00% | 132,614 | -261,730 | -66.37% | 1,778,354 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.22% | 0.02% | 2,962,261 | -252,494 | -7.85% | 39,723,920 | Jun 30, 2024 |
LEGACY WEALTH ASSET MANAGEMENT, LLC | - | - | - | -206,342 | -100.00% | - | Jun 30, 2024 |
CAPITAL FUND MANAGEMENT S.A. | - | - | - | -202,410 | -100.00% | - | Jun 30, 2024 |
FMR LLC | 0.52% | 0.01% | 6,851,236 | -199,702 | -2.83% | 91,875,079 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.09% | 0.00% | 1,177,161 | -145,965 | -11.03% | 15,785,731 | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | 0.01% | 0.00% | 110,963 | -138,833 | -55.58% | 1,489,123 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.31% | 0.01% | 4,144,270 | -131,924 | -3.09% | 55,574,660 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.00% | 0.00% | 13,289 | -127,864 | -90.59% | 178,205 | Jun 30, 2024 |
ORBIS ALLAN GRAY LTD | - | - | - | -125,203 | -100.00% | - | Jun 30, 2024 |
ENVESTNET ASSET MANAGEMENT INC | 0.11% | 0.01% | 1,438,633 | -124,645 | -7.97% | 19,292,067 | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -110,901 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | - | - | - | -101,800 | -100.00% | - | Jun 30, 2024 |
BAILARD, INC. | - | - | - | -95,000 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.21% | 0.01% | 2,804,706 | -85,940 | -2.97% | 37,611,107,000 | Jun 30, 2024 |
GILMAN HILL ASSET MANAGEMENT, LLC | 0.01% | 0.46% | 190,786 | -85,093 | -30.84% | 2,558,442 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 0.04% | 0.00% | 480,045 | -79,427 | -14.20% | 6,437,405 | Jun 30, 2024 |
CERITY PARTNERS LLC | 0.02% | 0.01% | 268,054 | -78,874 | -22.73% | 3,594,612 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PEKIN HARDY STRAUSS, INC. | 0.01% | 0.17% | 91,100 | 91,100 | 100.00% | 1,221,651 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.01% | 0.01% | 70,784 | 70,784 | 100.00% | 949,222 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.00% | 0.00% | 52,684 | 52,684 | 100.00% | 706,000 | Jun 30, 2024 |
EQIS CAPITAL MANAGEMENT, INC. | 0.00% | 0.05% | 49,497 | 49,497 | 100.00% | 663,761 | Jun 30, 2024 |
0.00% | 0.07% | 48,921 | 48,921 | 100.00% | 590,481 | Jun 30, 2024 | |
CHOREO, LLC | 0.00% | 0.01% | 42,716 | 42,716 | 100.00% | 574,142 | Jun 30, 2024 |
WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.02% | 30,610 | 30,610 | 100.00% | 410,480 | Jun 30, 2024 |
BRIDGEWATER ADVISORS INC. | 0.00% | 0.04% | 23,785 | 23,785 | 100.00% | 324,427 | Jun 30, 2024 |
AVANTAX ADVISORY SERVICES, INC. | 0.00% | 0.00% | 19,129 | 19,129 | 100.00% | 256,526 | Jun 30, 2024 |
SAGE MOUNTAIN ADVISORS LLC | 0.00% | 0.02% | 18,277 | 18,277 | 100.00% | 245,095 | Jun 30, 2024 |
ALERA INVESTMENT ADVISORS, LLC | 0.00% | 0.03% | 16,826 | 16,826 | 100.00% | 225,637 | Jun 30, 2024 |
SAVANT CAPITAL, LLC | 0.00% | 0.00% | 15,127 | 15,127 | 100.00% | 202,853 | Jun 30, 2024 |
LIDO ADVISORS, LLC | 0.00% | 0.00% | 14,433 | 14,433 | 100.00% | 194,263 | Jun 30, 2024 |
0.00% | 0.11% | 13,841 | 13,841 | 100.00% | 185,608 | Jun 30, 2024 | |
MGO ONE SEVEN LLC | 0.00% | 0.01% | 12,279 | 12,279 | 100.00% | 164,661 | Jun 30, 2024 |
APRIO WEALTH MANAGEMENT, LLC | 0.00% | 0.03% | 10,932 | 10,932 | 100.00% | 146,598 | Jun 30, 2024 |
XPONANCE, INC. | 0.00% | 0.00% | 10,858 | 10,858 | 100.00% | 145,606 | Jun 30, 2024 |
PERIGON WEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 10,679 | 10,679 | 100.00% | 143,208 | Jun 30, 2024 |
WEALTHSTREAM ADVISORS, INC. | 0.00% | 0.05% | 10,661 | 10,661 | 100.00% | 142,964 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 4,405 | 4,405 | 100.00% | 59,071 | Jun 30, 2024 |
ADDISON ADVISORS LLC | 0.00% | 0.01% | 1,877 | 1,877 | 100.00% | 25,171 | Jun 30, 2024 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | - | 0.00% | 607 | 607 | 100.00% | 8,140 | Jun 30, 2024 |
CREEKMUR ASSET MANAGEMENT LLC | - | 0.00% | 398 | 398 | 100.00% | 5,337 | Jun 30, 2024 |
SOUND INCOME STRATEGIES, LLC | - | 0.00% | 230 | 230 | 100.00% | 3,084 | Jun 30, 2024 |
WHITTIER TRUST CO | - | - | 195 | 195 | 100.00% | 2,614 | Jun 30, 2024 |
FAMILY FIRM, INC. | - | 0.00% | 167 | 167 | 100.00% | 2,239 | Jun 30, 2024 |
VENTURI WEALTH MANAGEMENT, LLC | - | 0.00% | 147 | 147 | 100.00% | 1,972 | Jun 30, 2024 |
REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 125 | 125 | 100.00% | 1,676 | Jun 30, 2024 |
MENDOTA FINANCIAL GROUP, LLC | - | 0.00% | 99 | 99 | 100.00% | 1,328 | Jun 30, 2024 |
COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 57 | 57 | 100.00% | 764 | Jun 30, 2024 |
OPAL WEALTH ADVISORS, LLC | - | 0.00% | 16 | 16 | 100.00% | 215 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
LEGACY WEALTH ASSET MANAGEMENT, LLC | - | - | - | -206,342 | -100.00% | - | Jun 30, 2024 |
CAPITAL FUND MANAGEMENT S.A. | - | - | - | -202,410 | -100.00% | - | Jun 30, 2024 |
ORBIS ALLAN GRAY LTD | - | - | - | -125,203 | -100.00% | - | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -110,901 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | - | - | - | -101,800 | -100.00% | - | Jun 30, 2024 |
BAILARD, INC. | - | - | - | -95,000 | -100.00% | - | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -66,800 | -100.00% | - | Jun 30, 2024 |
INSPIRE ADVISORS, LLC | - | - | - | -58,974 | -100.00% | - | Jun 30, 2024 |
AXQ CAPITAL, LP | - | - | - | -53,943 | -100.00% | - | Jun 30, 2024 |
NORDEN GROUP LLC | - | - | - | -30,726 | -100.00% | - | Jun 30, 2024 |
FLOW TRADERS U.S. LLC | - | - | - | -23,730 | -100.00% | - | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | - | - | - | -17,202 | -100.00% | - | Jun 30, 2024 |
REGIONS FINANCIAL CORP | - | - | - | -13,297 | -100.00% | - | Jun 30, 2024 |
BAADER BANK AKTIENGESELLSCHAFT | - | - | - | -13,000 | -100.00% | - | Jun 30, 2024 |
WRIGHT INVESTORS SERVICE INC | - | - | - | -10,226 | -100.00% | - | Jun 30, 2024 |
INSPIRE INVESTING, LLC | - | - | - | -10,151 | -100.00% | - | Jun 30, 2024 |
BUCKINGHAM STRATEGIC WEALTH, LLC | - | - | - | -10,122 | -100.00% | - | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | - | - | - | -7,556 | -100.00% | - | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | - | - | -430 | -100.00% | - | Jun 30, 2024 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | - | - | - | -297 | -100.00% | - | Jun 30, 2024 |
NEMES RUSH GROUP LLC | - | - | - | -285 | -100.00% | - | Jun 30, 2024 |
AMUNDI | - | - | - | -218 | -100.00% | - | Jun 30, 2024 |
FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -183 | -100.00% | - | Jun 30, 2024 |
JOHNSON FINANCIAL GROUP, INC. | - | - | - | -164 | -100.00% | - | Jun 30, 2024 |
PRIVATE OCEAN, LLC | - | - | - | -104 | -100.00% | - | Jun 30, 2024 |
SYSTM WEALTH SOLUTIONS LLC | - | - | - | -60 | -100.00% | - | Jun 30, 2024 |
HARBOR INVESTMENT ADVISORY, LLC | - | - | - | -44 | -100.00% | - | Jun 30, 2024 |
Sumitomo Mitsui Financial Group Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
INVESCO BLDRS INDEX FUNDS TRUST | 2.18% | 123,929 | - | - | Dec 31, 2022 |
STEWARD FUNDS, INC. | 0.08% | 194,216 | - | - | Jan 31, 2024 |
TIMOTHY PLAN | 0.06% | 268,000 | 60,000 | 28.85% | Mar 31, 2024 |
ADVISORS' INNER CIRCLE FUND | 0.05% | 1,235,752 | - | - | Jan 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.03% | 2,363,538 | -639,662 | -21.30% | Jan 31, 2024 |
AdvisorShares Trust | 0.01% | 50,488 | -812 | -1.58% | Mar 28, 2024 |
AMERICAN CENTURY ETF TRUST | 0.01% | 1,222,277 | 64,016 | 5.53% | Feb 29, 2024 |
PRAXIS MUTUAL FUNDS | 0.01% | 102,110 | - | - | Dec 31, 2023 |
Amplify ETF Trust | 0.01% | 235,566 | 235,566 | - | Mar 31, 2024 |
Dimensional ETF Trust | 0.01% | 2,402,386 | 322,000 | 15.48% | Jan 31, 2024 |
Ultimus Managers Trust | 0.00% | 47,792 | -2,042 | -4.10% | Jan 31, 2024 |
M FUND INC | 0.00% | 1,800 | - | - | Mar 31, 2024 |
CALAMOS INVESTMENT TRUST/IL | 0.00% | 211,720 | 67,720 | 47.03% | Jan 31, 2024 |
JOHNSON MUTUAL FUNDS TRUST | 0.00% | 46,300 | -9,800 | -17.47% | Mar 31, 2024 |
Pacer Funds Trust | 0.00% | 61,566 | 31,102 | 102.09% | Jan 31, 2024 |
TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 201,917 | 97,662 | 93.68% | Feb 29, 2024 |
RBB FUND, INC. | 0.00% | 56,610 | - | - | Feb 29, 2024 |
ADVISORS SERIES TRUST | 0.00% | 13,500 | - | - | Jan 31, 2024 |
Dunham Funds | 0.00% | 12,807 | - | - | Jan 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 111,371 | -46,195 | -29.32% | Jan 31, 2024 |
FIDELITY SCHOOL STREET TRUST | 0.00% | 285,000 | - | - | Mar 31, 2024 |
Fidelity Rutland Square Trust II | 0.00% | 69,399 | - | - | Feb 29, 2024 |
COLUMBIA FUNDS SERIES TRUST I | 0.00% | 93,567 | - | - | Feb 29, 2024 |
UNIFIED SERIES TRUST | 0.00% | 248 | 46 | 22.77% | Feb 29, 2024 |
Mercer Funds | 0.00% | 99,300 | - | - | Mar 31, 2024 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 14,818 | - | - | Mar 31, 2024 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 53,600 | -22,700 | -29.75% | Mar 31, 2024 |
Sumitomo Mitsui Financial Group Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 314 | 1.62% |
31 Mar, 24 | 309 | 0.98% |
31 Dec, 23 | 306 | 11.68% |
30 Sep, 23 | 274 | 3.01% |
30 Jun, 23 | 266 | 0.76% |
31 Mar, 23 | 264 | 2.72% |
31 Dec, 22 | 257 | 7.53% |
30 Sep, 22 | 239 | -1.24% |
30 Jun, 22 | 242 | -0.82% |
31 Mar, 22 | 244 | 4.27% |
31 Dec, 21 | 234 | -1.68% |
30 Sep, 21 | 238 | 6.73% |
30 Jun, 21 | 223 | -1.33% |
31 Mar, 21 | 226 | 5.61% |
31 Dec, 20 | 214 | 10.88% |
30 Sep, 20 | 193 | -11.87% |
30 Jun, 20 | 219 | - |
31 Mar, 20 | 219 | -8.75% |
31 Dec, 19 | 240 | 8.11% |
30 Sep, 19 | 222 | -12.94% |
30 Jun, 19 | 255 | 0.39% |
31 Mar, 19 | 254 | 4.10% |
31 Dec, 18 | 244 | 5.17% |
30 Sep, 18 | 232 | 1.31% |
30 Jun, 18 | 229 | 2.23% |
31 Mar, 18 | 224 | -0.88% |
31 Dec, 17 | 226 | 18.95% |
30 Sep, 17 | 190 | -1.04% |
30 Jun, 17 | 192 | 10.34% |
31 Mar, 17 | 174 | -2.79% |
31 Dec, 16 | 179 | 10.49% |
30 Sep, 16 | 162 | -4.14% |
30 Jun, 16 | 169 | -5.06% |
31 Mar, 16 | 178 | -10.55% |
31 Dec, 15 | 199 | 3.65% |
30 Sep, 15 | 192 | 9.71% |
30 Jun, 15 | 175 | 2.94% |
31 Mar, 15 | 170 | 9.68% |
31 Dec, 14 | 155 | -5.49% |
30 Sep, 14 | 164 | 6.49% |
30 Jun, 14 | 154 | -6.10% |
31 Mar, 14 | 164 | 2.50% |
31 Dec, 13 | 160 | 12.68% |
30 Sep, 13 | 142 | 2.90% |
30 Jun, 13 | 138 | 181.63% |
31 Mar, 13 | 49 | 11.36% |
31 Dec, 12 | 44 | -4.35% |
30 Sep, 12 | 46 | 21.05% |
30 Jun, 12 | 38 | -5.00% |
31 Mar, 12 | 40 | 29.03% |
31 Dec, 11 | 31 | 10.71% |
30 Sep, 11 | 28 | 16.67% |
30 Jun, 11 | 24 | -7.69% |
31 Mar, 11 | 26 | 30.00% |
31 Dec, 10 | 20 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 91,676,089 | 0.89% |
31 Mar, 24 | 90,864,735 | 1.34% |
31 Dec, 23 | 89,662,519 | -9.99% |
30 Sep, 23 | 99,618,855 | -8.17% |
30 Jun, 23 | 108,485,414 | -0.79% |
31 Mar, 23 | 109,353,604 | -3.44% |
31 Dec, 22 | 113,252,595 | 0.01% |
30 Sep, 22 | 113,240,371 | -5.66% |
30 Jun, 22 | 120,036,709 | -1.62% |
31 Mar, 22 | 122,018,229 | -0.19% |
31 Dec, 21 | 122,253,645 | -1.63% |
30 Sep, 21 | 124,284,145 | -0.57% |
30 Jun, 21 | 124,998,785 | -0.17% |
31 Mar, 21 | 125,213,483 | -2.07% |
31 Dec, 20 | 127,863,936 | -4.61% |
30 Sep, 20 | 134,045,576 | -2.24% |
30 Jun, 20 | 137,118,583 | 0.92% |
31 Mar, 20 | 135,862,230 | -27.64% |
31 Dec, 19 | 187,766,076 | 0.36% |
30 Sep, 19 | 187,090,002 | -2.92% |
30 Jun, 19 | 192,718,238 | -0.47% |
31 Mar, 19 | 193,627,564 | 1.41% |
31 Dec, 18 | 190,928,843 | -0.03% |
30 Sep, 18 | 190,995,672 | -3.57% |
30 Jun, 18 | 198,058,860 | 3.55% |
31 Mar, 18 | 191,267,946 | 2.64% |
31 Dec, 17 | 186,340,488 | 2.13% |
30 Sep, 17 | 182,447,625 | 8.41% |
30 Jun, 17 | 168,299,539 | 79.69% |
31 Mar, 17 | 93,658,508 | 3.78% |
31 Dec, 16 | 90,250,312 | 1.43% |
30 Sep, 16 | 88,980,280 | -1.94% |
30 Jun, 16 | 90,737,737 | -5.00% |
31 Mar, 16 | 95,513,620 | -37.76% |
31 Dec, 15 | 153,464,668 | -0.54% |
30 Sep, 15 | 154,303,254 | 2.62% |
30 Jun, 15 | 150,369,021 | 0.25% |
31 Mar, 15 | 149,998,363 | 15.05% |
31 Dec, 14 | 130,381,914 | -0.88% |
30 Sep, 14 | 131,545,280 | 9.49% |
30 Jun, 14 | 120,140,772 | 7.98% |
31 Mar, 14 | 111,266,595 | 1.63% |
31 Dec, 13 | 109,482,473 | 11.02% |
30 Sep, 13 | 98,613,236 | 38.01% |
30 Jun, 13 | 71,453,096 | 405.55% |
31 Mar, 13 | 14,133,680 | -13.64% |
31 Dec, 12 | 16,365,340 | -11.92% |
30 Sep, 12 | 18,579,441 | -72.90% |
30 Jun, 12 | 68,549,876 | 316.04% |
31 Mar, 12 | 16,476,851 | 0.05% |
31 Dec, 11 | 16,469,425 | -5.28% |
30 Sep, 11 | 17,387,287 | -4.84% |
30 Jun, 11 | 18,272,207 | -18.04% |
31 Mar, 11 | 22,292,991 | -14.26% |
31 Dec, 10 | 26,001,736 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 6.90% | 14.77% |
31 Mar, 24 | 6.83% | 15.03% |
31 Dec, 23 | 6.74% | 12.13% |
30 Sep, 23 | 7.46% | 295.02% |
30 Jun, 23 | 1.59% | 61.91% |
31 Mar, 23 | 1.60% | 58.67% |
31 Dec, 22 | 1.65% | 60.52% |
30 Sep, 22 | 1.65% | 53.89% |
30 Jun, 22 | 1.75% | 55.25% |
31 Mar, 22 | 1.78% | 55.93% |
31 Dec, 21 | 1.78% | 54.24% |
30 Sep, 21 | 1.81% | 54.51% |
30 Jun, 21 | 1.82% | 57.84% |
31 Mar, 21 | 1.78% | 54.00% |
31 Dec, 20 | 1.81% | 50.17% |
30 Sep, 20 | 1.90% | 47.42% |
30 Jun, 20 | 2.00% | 52.37% |
31 Mar, 20 | 1.96% | 26.78% |
31 Dec, 19 | 2.70% | 37.27% |
30 Sep, 19 | 2.69% | 35.00% |
30 Jun, 19 | 2.77% | 36.79% |
31 Mar, 19 | 2.75% | 37.10% |
31 Dec, 18 | 2.72% | 36.74% |
30 Sep, 18 | 2.72% | 34.17% |
30 Jun, 18 | 2.82% | 38.34% |
31 Mar, 18 | 2.71% | 38.84% |
31 Dec, 17 | 2.64% | 39.47% |
30 Sep, 17 | 2.59% | 45.42% |
30 Jun, 17 | 2.39% | 127.17% |
31 Mar, 17 | 1.37% | 78.61% |
31 Dec, 16 | 1.32% | 77.93% |
30 Sep, 16 | 1.30% | 73.88% |
30 Jun, 16 | 1.33% | 67.99% |
31 Mar, 16 | 1.40% | 27.73% |
31 Dec, 15 | 2.24% | 44.06% |
30 Sep, 15 | 2.26% | 46.65% |
30 Jun, 15 | 2.20% | 45.69% |
31 Mar, 15 | 2.19% | 60.32% |
31 Dec, 14 | 1.91% | 51.51% |
30 Sep, 14 | 1.92% | 62.30% |
30 Jun, 14 | 1.76% | 65.92% |
31 Mar, 14 | 1.63% | 63.25% |
31 Dec, 13 | 1.61% | 76.72% |
30 Sep, 13 | 1.45% | 131.61% |
30 Jun, 13 | 1.05% | 2519.36% |
31 Mar, 13 | 0.20% | 349.19% |
31 Dec, 12 | 0.24% | 320.99% |
30 Sep, 12 | 0.27% | 26.76% |
30 Jun, 12 | 1.01% | 1709.29% |
31 Mar, 12 | 0.24% | 434.43% |
31 Dec, 11 | 0.24% | 379.03% |
30 Sep, 11 | 0.25% | 362.38% |
30 Jun, 11 | 0.26% | 255.81% |
31 Mar, 11 | 0.32% | 231.16% |
31 Dec, 10 | 0.37% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 173 | -1.70% |
31 Mar, 24 | 176 | 1.73% |
31 Dec, 23 | 173 | 28.15% |
30 Sep, 23 | 135 | -7.53% |
30 Jun, 23 | 146 | 7.35% |
31 Mar, 23 | 136 | 11.48% |
31 Dec, 22 | 122 | -9.63% |
30 Sep, 22 | 135 | 25.00% |
30 Jun, 22 | 108 | -14.96% |
31 Mar, 22 | 127 | -3.05% |
31 Dec, 21 | 131 | -5.76% |
30 Sep, 21 | 139 | 20.87% |
30 Jun, 21 | 115 | -9.45% |
31 Mar, 21 | 127 | 4.96% |
31 Dec, 20 | 121 | 19.80% |
30 Sep, 20 | 101 | -4.72% |
30 Jun, 20 | 106 | 1.92% |
31 Mar, 20 | 104 | -27.78% |
31 Dec, 19 | 144 | 51.58% |
30 Sep, 19 | 95 | -25.78% |
30 Jun, 19 | 128 | -20.99% |
31 Mar, 19 | 162 | 37.29% |
31 Dec, 18 | 118 | -5.60% |
30 Sep, 18 | 125 | 5.93% |
30 Jun, 18 | 118 | -6.35% |
31 Mar, 18 | 126 | -20.25% |
31 Dec, 17 | 158 | 47.66% |
30 Sep, 17 | 107 | -11.57% |
30 Jun, 17 | 121 | 45.78% |
31 Mar, 17 | 83 | -15.31% |
31 Dec, 16 | 98 | 42.03% |
30 Sep, 16 | 69 | -13.75% |
30 Jun, 16 | 80 | 8.11% |
31 Mar, 16 | 74 | -30.19% |
31 Dec, 15 | 106 | -4.50% |
30 Sep, 15 | 111 | 23.33% |
30 Jun, 15 | 90 | -18.92% |
31 Mar, 15 | 111 | 42.31% |
31 Dec, 14 | 78 | -12.36% |
30 Sep, 14 | 89 | 9.88% |
30 Jun, 14 | 81 | -6.90% |
31 Mar, 14 | 87 | -16.35% |
31 Dec, 13 | 104 | 33.33% |
30 Sep, 13 | 78 | -33.90% |
30 Jun, 13 | 118 | 337.04% |
31 Mar, 13 | 27 | 22.73% |
31 Dec, 12 | 22 | -24.14% |
30 Sep, 12 | 29 | 45.00% |
30 Jun, 12 | 20 | -20.00% |
31 Mar, 12 | 25 | 31.58% |
31 Dec, 11 | 19 | 46.15% |
30 Sep, 11 | 13 | 116.67% |
30 Jun, 11 | 6 | -53.85% |
31 Mar, 11 | 13 | -35.00% |
31 Dec, 10 | 20 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 102 | 9.68% |
31 Mar, 24 | 93 | -4.12% |
31 Dec, 23 | 97 | 2.11% |
30 Sep, 23 | 95 | 25.00% |
30 Jun, 23 | 76 | -22.45% |
31 Mar, 23 | 98 | -12.50% |
31 Dec, 22 | 112 | 60.00% |
30 Sep, 22 | 70 | -31.37% |
30 Jun, 22 | 102 | 25.93% |
31 Mar, 22 | 81 | 3.85% |
31 Dec, 21 | 78 | 41.82% |
30 Sep, 21 | 55 | -15.38% |
30 Jun, 21 | 65 | 8.33% |
31 Mar, 21 | 60 | -9.09% |
31 Dec, 20 | 66 | 4.76% |
30 Sep, 20 | 63 | -25.88% |
30 Jun, 20 | 85 | -1.16% |
31 Mar, 20 | 86 | 30.30% |
31 Dec, 19 | 66 | -29.79% |
30 Sep, 19 | 94 | 8.05% |
30 Jun, 19 | 87 | 52.63% |
31 Mar, 19 | 57 | -44.12% |
31 Dec, 18 | 102 | 37.84% |
30 Sep, 18 | 74 | 12.12% |
30 Jun, 18 | 66 | 11.86% |
31 Mar, 18 | 59 | 78.79% |
31 Dec, 17 | 33 | -31.25% |
30 Sep, 17 | 48 | 14.29% |
30 Jun, 17 | 42 | -33.33% |
31 Mar, 17 | 63 | 12.50% |
31 Dec, 16 | 56 | -18.84% |
30 Sep, 16 | 69 | 18.97% |
30 Jun, 16 | 58 | -26.58% |
31 Mar, 16 | 79 | 43.64% |
31 Dec, 15 | 55 | 14.58% |
30 Sep, 15 | 48 | -9.43% |
30 Jun, 15 | 53 | 55.88% |
31 Mar, 15 | 34 | -42.37% |
31 Dec, 14 | 59 | 43.90% |
30 Sep, 14 | 41 | - |
30 Jun, 14 | 41 | -12.77% |
31 Mar, 14 | 47 | 67.86% |
31 Dec, 13 | 28 | -30.00% |
30 Sep, 13 | 40 | 233.33% |
30 Jun, 13 | 12 | -14.29% |
31 Mar, 13 | 14 | -17.65% |
31 Dec, 12 | 17 | 54.55% |
30 Sep, 12 | 11 | - |
30 Jun, 12 | 11 | 37.50% |
31 Mar, 12 | 8 | -11.11% |
31 Dec, 11 | 9 | -18.18% |
30 Sep, 11 | 11 | -26.67% |
30 Jun, 11 | 15 | 50.00% |
31 Mar, 11 | 10 | - |
31 Dec, 10 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 314 | 1.62% | 91,676,089 | 0.89% | 6.90% | 14.77% | 173 | -1.70% | 102 | 9.68% |
31 Mar, 24 | 309 | 0.98% | 90,864,735 | 1.34% | 6.83% | 15.03% | 176 | 1.73% | 93 | -4.12% |
31 Dec, 23 | 306 | 11.68% | 89,662,519 | -9.99% | 6.74% | 12.13% | 173 | 28.15% | 97 | 2.11% |
30 Sep, 23 | 274 | 3.01% | 99,618,855 | -8.17% | 7.46% | 295.02% | 135 | -7.53% | 95 | 25.00% |
30 Jun, 23 | 266 | 0.76% | 108,485,414 | -0.79% | 1.59% | 61.91% | 146 | 7.35% | 76 | -22.45% |
31 Mar, 23 | 264 | 2.72% | 109,353,604 | -3.44% | 1.60% | 58.67% | 136 | 11.48% | 98 | -12.50% |
31 Dec, 22 | 257 | 7.53% | 113,252,595 | 0.01% | 1.65% | 60.52% | 122 | -9.63% | 112 | 60.00% |
30 Sep, 22 | 239 | -1.24% | 113,240,371 | -5.66% | 1.65% | 53.89% | 135 | 25.00% | 70 | -31.37% |
30 Jun, 22 | 242 | -0.82% | 120,036,709 | -1.62% | 1.75% | 55.25% | 108 | -14.96% | 102 | 25.93% |
31 Mar, 22 | 244 | 4.27% | 122,018,229 | -0.19% | 1.78% | 55.93% | 127 | -3.05% | 81 | 3.85% |
31 Dec, 21 | 234 | -1.68% | 122,253,645 | -1.63% | 1.78% | 54.24% | 131 | -5.76% | 78 | 41.82% |
30 Sep, 21 | 238 | 6.73% | 124,284,145 | -0.57% | 1.81% | 54.51% | 139 | 20.87% | 55 | -15.38% |
30 Jun, 21 | 223 | -1.33% | 124,998,785 | -0.17% | 1.82% | 57.84% | 115 | -9.45% | 65 | 8.33% |
31 Mar, 21 | 226 | 5.61% | 125,213,483 | -2.07% | 1.78% | 54.00% | 127 | 4.96% | 60 | -9.09% |
31 Dec, 20 | 214 | 10.88% | 127,863,936 | -4.61% | 1.81% | 50.17% | 121 | 19.80% | 66 | 4.76% |
30 Sep, 20 | 193 | -11.87% | 134,045,576 | -2.24% | 1.90% | 47.42% | 101 | -4.72% | 63 | -25.88% |
30 Jun, 20 | 219 | - | 137,118,583 | 0.92% | 2.00% | 52.37% | 106 | 1.92% | 85 | -1.16% |
31 Mar, 20 | 219 | -8.75% | 135,862,230 | -27.64% | 1.96% | 26.78% | 104 | -27.78% | 86 | 30.30% |
31 Dec, 19 | 240 | 8.11% | 187,766,076 | 0.36% | 2.70% | 37.27% | 144 | 51.58% | 66 | -29.79% |
30 Sep, 19 | 222 | -12.94% | 187,090,002 | -2.92% | 2.69% | 35.00% | 95 | -25.78% | 94 | 8.05% |
30 Jun, 19 | 255 | 0.39% | 192,718,238 | -0.47% | 2.77% | 36.79% | 128 | -20.99% | 87 | 52.63% |
31 Mar, 19 | 254 | 4.10% | 193,627,564 | 1.41% | 2.75% | 37.10% | 162 | 37.29% | 57 | -44.12% |
31 Dec, 18 | 244 | 5.17% | 190,928,843 | -0.03% | 2.72% | 36.74% | 118 | -5.60% | 102 | 37.84% |
30 Sep, 18 | 232 | 1.31% | 190,995,672 | -3.57% | 2.72% | 34.17% | 125 | 5.93% | 74 | 12.12% |
30 Jun, 18 | 229 | 2.23% | 198,058,860 | 3.55% | 2.82% | 38.34% | 118 | -6.35% | 66 | 11.86% |
31 Mar, 18 | 224 | -0.88% | 191,267,946 | 2.64% | 2.71% | 38.84% | 126 | -20.25% | 59 | 78.79% |
31 Dec, 17 | 226 | 18.95% | 186,340,488 | 2.13% | 2.64% | 39.47% | 158 | 47.66% | 33 | -31.25% |
30 Sep, 17 | 190 | -1.04% | 182,447,625 | 8.41% | 2.59% | 45.42% | 107 | -11.57% | 48 | 14.29% |
30 Jun, 17 | 192 | 10.34% | 168,299,539 | 79.69% | 2.39% | 127.17% | 121 | 45.78% | 42 | -33.33% |
31 Mar, 17 | 174 | -2.79% | 93,658,508 | 3.78% | 1.37% | 78.61% | 83 | -15.31% | 63 | 12.50% |
31 Dec, 16 | 179 | 10.49% | 90,250,312 | 1.43% | 1.32% | 77.93% | 98 | 42.03% | 56 | -18.84% |
30 Sep, 16 | 162 | -4.14% | 88,980,280 | -1.94% | 1.30% | 73.88% | 69 | -13.75% | 69 | 18.97% |
30 Jun, 16 | 169 | -5.06% | 90,737,737 | -5.00% | 1.33% | 67.99% | 80 | 8.11% | 58 | -26.58% |
31 Mar, 16 | 178 | -10.55% | 95,513,620 | -37.76% | 1.40% | 27.73% | 74 | -30.19% | 79 | 43.64% |
31 Dec, 15 | 199 | 3.65% | 153,464,668 | -0.54% | 2.24% | 44.06% | 106 | -4.50% | 55 | 14.58% |
30 Sep, 15 | 192 | 9.71% | 154,303,254 | 2.62% | 2.26% | 46.65% | 111 | 23.33% | 48 | -9.43% |
30 Jun, 15 | 175 | 2.94% | 150,369,021 | 0.25% | 2.20% | 45.69% | 90 | -18.92% | 53 | 55.88% |
31 Mar, 15 | 170 | 9.68% | 149,998,363 | 15.05% | 2.19% | 60.32% | 111 | 42.31% | 34 | -42.37% |
31 Dec, 14 | 155 | -5.49% | 130,381,914 | -0.88% | 1.91% | 51.51% | 78 | -12.36% | 59 | 43.90% |
30 Sep, 14 | 164 | 6.49% | 131,545,280 | 9.49% | 1.92% | 62.30% | 89 | 9.88% | 41 | - |
30 Jun, 14 | 154 | -6.10% | 120,140,772 | 7.98% | 1.76% | 65.92% | 81 | -6.90% | 41 | -12.77% |
31 Mar, 14 | 164 | 2.50% | 111,266,595 | 1.63% | 1.63% | 63.25% | 87 | -16.35% | 47 | 67.86% |
31 Dec, 13 | 160 | 12.68% | 109,482,473 | 11.02% | 1.61% | 76.72% | 104 | 33.33% | 28 | -30.00% |
30 Sep, 13 | 142 | 2.90% | 98,613,236 | 38.01% | 1.45% | 131.61% | 78 | -33.90% | 40 | 233.33% |
30 Jun, 13 | 138 | 181.63% | 71,453,096 | 405.55% | 1.05% | 2519.36% | 118 | 337.04% | 12 | -14.29% |
31 Mar, 13 | 49 | 11.36% | 14,133,680 | -13.64% | 0.20% | 349.19% | 27 | 22.73% | 14 | -17.65% |
31 Dec, 12 | 44 | -4.35% | 16,365,340 | -11.92% | 0.24% | 320.99% | 22 | -24.14% | 17 | 54.55% |
30 Sep, 12 | 46 | 21.05% | 18,579,441 | -72.90% | 0.27% | 26.76% | 29 | 45.00% | 11 | - |
30 Jun, 12 | 38 | -5.00% | 68,549,876 | 316.04% | 1.01% | 1709.29% | 20 | -20.00% | 11 | 37.50% |
31 Mar, 12 | 40 | 29.03% | 16,476,851 | 0.05% | 0.24% | 434.43% | 25 | 31.58% | 8 | -11.11% |
31 Dec, 11 | 31 | 10.71% | 16,469,425 | -5.28% | 0.24% | 379.03% | 19 | 46.15% | 9 | -18.18% |
30 Sep, 11 | 28 | 16.67% | 17,387,287 | -4.84% | 0.25% | 362.38% | 13 | 116.67% | 11 | -26.67% |
30 Jun, 11 | 24 | -7.69% | 18,272,207 | -18.04% | 0.26% | 255.81% | 6 | -53.85% | 15 | 50.00% |
31 Mar, 11 | 26 | 30.00% | 22,292,991 | -14.26% | 0.32% | 231.16% | 13 | -35.00% | 10 | - |
31 Dec, 10 | 20 | - | 26,001,736 | - | 0.37% | - | 20 | - | - | - |
SMFG Ownership FAQ
Who Owns Sumitomo Mitsui Financial Group?
Sumitomo Mitsui Financial Group is owned by institutional shareholders (6.90%), insiders (0.00%), and public (93.10%). The largest institutional shareholder of Sumitomo Mitsui Financial Group is MORGAN STANLEY (1.01% of total shares) and the top mutual fund owner is INVESCO BLDRS INDEX FUNDS TRUST (2.18% of total shares).
Who are the major institutional shareholders of Sumitomo Mitsui Financial Group?
Sumitomo Mitsui Financial Group's major institutional shareholders are MORGAN STANLEY, GOLDMAN SACHS GROUP INC, FMR LLC, BLACKROCK INC., and CLARK CAPITAL MANAGEMENT GROUP, INC.. The top five shareholders own together 3.22% of the company's share outstanding.
How many Sumitomo Mitsui Financial Group shareholders are there?
As of Jun 2024, there are 314 institutional shareholders of Sumitomo Mitsui Financial Group.
What percentage of Sumitomo Mitsui Financial Group is owned by MORGAN STANLEY?
MORGAN STANLEY owns 13.47M shares of Sumitomo Mitsui Financial Group, representing 1.01% of the company's total shares outstanding, valued at $180.6M (as of Jun 2024).
What percentage of Sumitomo Mitsui Financial Group is owned by GOLDMAN SACHS GROUP INC?
As of Jun 2024, GOLDMAN SACHS GROUP INC holds 11.32M shares of Sumitomo Mitsui Financial Group (SMFG), compromising 0.85% of the company, valued at $151.86M.
What percentage of Sumitomo Mitsui Financial Group is owned by FMR LLC?
FMR LLC is the third largest holder of Sumitomo Mitsui Financial Group. The company owns 6.85M of the company's shares outstanding (worth $91.88M).