Sumitomo Mitsui Financial Group Ownership | Who Owns Sumitomo Mitsui Financial Group?

Sumitomo Mitsui Financial Group Ownership Summary

Sumitomo Mitsui Financial Group is owned by 2.37% institutional investors, and 97.63% retail investors. Morgan stanley is the largest institutional shareholder, holding 1.01% of SMFG shares. Russell Investments Core Equity SMA is the top mutual fund, with 0.25% of its assets in Sumitomo Mitsui Financial Group shares.

SMFG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sumitomo Mitsui Financial Group	2.37%	-	97.63%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Diversified Banks Stocks	38.46%	1.12%	60.42%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Morgan stanley	13.47M	1.01%	$180.60M
Goldman sachs group	11.32M	0.85%	$151.86M
Fmr	6.85M	0.52%	$91.88M
Blackrock	6.83M	0.51%	$91.58M
Clark capital management group	4.36M	0.33%	$58.44M
Wells fargo & company/mn	4.14M	0.31%	$55.57M
Millennium management	2.96M	0.22%	$39.72M
Dimensional fund advisors lp	2.93M	0.22%	$39.31M
Northern trust	2.80M	0.21%	$37.61M
Cowen and company	2.80M	0.21%	$37.56M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Augustine asset management	252.69K	1.31%	$3.39M
Anderson hoagland	858.92K	1.24%	$11.79M
Ramirez asset management	421.71K	1.15%	$5.66M
Cowen and company	2.80M	1.03%	$37.56M
Xy capital	111.50K	0.94%	$1.50M
Dorsey wright & associates	205.45K	0.71%	$2.76M
Gilman hill asset management	190.79K	0.46%	$2.56M
Clark capital management group	4.36M	0.43%	$58.44M
Vanguard capital wealth advisors	46.05K	0.42%	$617.57K
Channing global advisors	32.95K	0.37%	$441.81K

Top Buyers

Holder	Shares	% Assets	Change
Morgan stanley	13.47M	0.01%	1.34M
Goldman sachs group	11.32M	0.03%	409.36K
Arrowstreet capital, limited partnership	400.64K	0.00%	380.95K
Blackrock	6.83M	0.00%	208.03K
Jane street group	248.08K	0.00%	151.99K

Top Sellers

Holder	Shares	% Assets	Change
Cowen investment management	-	-	-3.30M
Invesco	1.26M	0.00%	-617.13K
Healthcare of ontario pension plan trust fund	-	-	-615.80K
Simplicity wealth	-	-	-450.45K
Royal bank of canada	567.57K	0.00%	-363.84K

New Positions

Holder	Shares	% Assets	Change	Value
Pekin hardy strauss	91.10K	0.17%	91.10K	$1.22M
Atria investments	70.78K	0.01%	70.78K	$949.22K
Diversify wealth management	48.92K	0.07%	48.92K	$590.48K
Choreo	42.72K	0.01%	42.72K	$574.14K
Wiley bros.-aintree capital	30.61K	0.02%	30.61K	$410.48K

Sold Out

Holder	Change
Opal wealth advisors	-16.00
Harbor investment advisory	-44.00
Systm wealth solutions	-60.00
Private ocean	-104.00
Redwood wealth management group	-125.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	328	2.18%	93,443,190	-1.82%	2	40.61%	184	3.37%	102	-1.92%
Jun 30, 2024	320	3.23%	95,161,453	1.06%	7	14.28%	177	0.57%	103	9.57%
Mar 31, 2024	310	0.98%	94,166,310	0.38%	7	14.23%	176	1.73%	94	-4.08%
Dec 31, 2023	307	12.04%	93,814,094	-5.83%	7	12.69%	173	28.15%	98	3.16%
Sep 30, 2023	274	3.01%	99,618,855	-8.17%	7	295.02%	135	-7.53%	95	25.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Russell Investments Core Equity SMA	16.36M	0.25%	-1.61M
Clark Navigator International Equity/ADR	6.35M	0.10%	1.31M
Invesco International Div Achiev ETF	1.35M	0.02%	-
Avantis International Equity ETF	1.14M	0.02%	-
Dimensional International Value ETF	1.03M	0.02%	-
Dimensional International Cr Eq Mkt ETF	880.89K	0.01%	-
Russell Personalized Core Equity SMA	535.44K	0.01%	-11.38K
Dimensional International Core Eq 2 ETF	501.50K	0.01%	-
Russell Personalized 70/30 Core Alloc	447.90K	0.01%	447.90K
ActivePassive International Equity ETF	322.43K	0.00%	-22.87K

SMFG Ownership FAQ

Who Owns Sumitomo Mitsui Financial Group?

Sumitomo Mitsui Financial Group shareholders are primarily institutional investors at 2.37%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Sumitomo Mitsui Financial Group's industry, Diversified Banks Stocks, is 38.46%, which Sumitomo Mitsui Financial Group falls below.

Who owns the most shares of Sumitomo Mitsui Financial Group?

Sumitomo Mitsui Financial Group’s largest shareholders are Morgan stanley (13.47M shares, 1.01%), Goldman sachs group (11.32M shares, 0.85%), and Fmr (6.85M shares, 0.52%). Together, they hold 2.38% of Sumitomo Mitsui Financial Group’s total shares outstanding.

Does Blackrock own Sumitomo Mitsui Financial Group?

Yes, BlackRock owns 0.51% of Sumitomo Mitsui Financial Group, totaling 6.83M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 91.58M$. In the last quarter, BlackRock increased its holdings by 208.03K shares, a 3.14% change.

Who is Sumitomo Mitsui Financial Group’s biggest shareholder by percentage of total assets invested?

Augustine asset management is Sumitomo Mitsui Financial Group’s biggest shareholder by percentage of total assets invested, with 1.31% of its assets in 252.69K Sumitomo Mitsui Financial Group shares, valued at 3.39M$.

Who is the top mutual fund holder of Sumitomo Mitsui Financial Group shares?

Russell Investments Core Equity SMA is the top mutual fund holder of Sumitomo Mitsui Financial Group shares, with 0.25% of its total shares outstanding invested in 16.36M Sumitomo Mitsui Financial Group shares.

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