Sumitomo Mitsui Ownership | Who Owns Sumitomo Mitsui?

Overview Forecast RevenueFinancials Chart

Sumitomo Mitsui Ownership Summary

Sumitomo Mitsui is owned by 2.36% 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 shares.

SMFG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sumitomo Mitsui	2.36%	-	97.63%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Diversified Banks Stocks	29.77%	0.99%	69.24%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Morgan stanley	13.47M	1.01%	$180.60M
Blackrock	6.83M	0.51%	$91.58M
Clark capital management group	4.36M	0.33%	$58.44M
Goldman sachs group	11.22M	0.29%	$162.55M
Fmr	8.38M	0.21%	$121.47M
Northern trust	2.80M	0.21%	$37.61M
Cowen and company	2.80M	0.21%	$37.56M
Blackrock funding, inc. /de	6.96M	0.18%	$100.92M
Bank of america corp /de/	1.18M	0.09%	$15.79M
Dimensional fund advisors lp	2.90M	0.07%	$42.01M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Benson investment management company	410.27K	2.47%	$5.94M
Ramirez asset management	449.01K	1.31%	$6.51M
Anderson hoagland	840.10K	1.27%	$12.34M
Cowen and company	2.80M	1.03%	$37.56M
Augustine asset management	254.70K	0.97%	$3.69M
Dorsey wright & associates	178.25K	0.62%	$2.58M
Gilman hill asset management	208.59K	0.53%	$3.02M
Leuthold group	298.51K	0.52%	$4.33M
Clark capital management group	4.36M	0.43%	$58.44M
Vanguard capital wealth advisors	46.05K	0.42%	$617.57K

Top Buyers

Holder	Shares	% Assets	Change
Morgan stanley	13.47M	0.01%	1.34M
Fmr	8.38M	0.01%	1.19M
Bank of new york mellon	745.85K	0.00%	434.73K
Natixis advisors	900.37K	0.02%	313.64K
First trust advisors lp	309.46K	0.00%	309.46K

Top Sellers

Holder	Shares	% Assets	Change
Cowen investment management	-	-	-3.30M
Arrowstreet capital, limited partnership	409.58K	0.00%	-1.34M
Wells fargo & company/mn	2.08M	0.01%	-1.20M
Healthcare of ontario pension plan trust fund	-	-	-615.80K
Simplicity wealth	-	-	-450.45K

New Positions

Holder	Shares	% Assets	Change	Value
First trust advisors lp	309.46K	0.00%	309.46K	$4.48M
Massachusetts financial services co /ma/	138.68K	0.00%	138.68K	$2.01M
Callan family office	136.06K	0.13%	136.06K	$1.97M
Raymond james financial	109.42K	0.00%	109.42K	$1.59M
Choreo	42.72K	0.01%	42.72K	$574.14K

Sold Out

Holder	Change
Northwest financial advisors	-2.00
Opal wealth advisors	-16.00
Harbor investment advisory	-44.00
Systm wealth solutions	-60.00
Private ocean	-104.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	307	-7.53%	93,005,161	-0.41%	2	41.98%	171	-8.06%	90	-12.62%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Russell Investments Core Equity SMA	16.36M	0.25%	-
Clark Navigator International Equity/ADR	6.54M	0.10%	-28.91K
Avantis International Equity ETF	1.24M	0.02%	-
Dimensional International Value ETF	1.03M	0.02%	-
Invesco International Div Achiev ETF	906.27K	0.01%	-
Dimensional International Cr Eq Mkt ETF	880.89K	0.01%	-
Russell Personalized Core Equity SMA	535.44K	0.01%	-
Dimensional International Core Eq 2 ETF	501.50K	0.01%	-
Russell Personalized 70/30 Core Alloc	447.90K	0.01%	447.90K
Morgan Stanley Global Con Eq Wrap Comp	400.81K	0.01%	400.81K

SMFG Ownership FAQ

Who Owns Sumitomo Mitsui?

Sumitomo Mitsui shareholders are primarily institutional investors at 2.36%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Sumitomo Mitsui's industry, Diversified Banks Stocks, is 29.77%, which Sumitomo Mitsui falls below.

Who owns the most shares of Sumitomo Mitsui?

Sumitomo Mitsui’s largest shareholders are Morgan stanley (13.47M shares, 1.01%), Blackrock (6.83M shares, 0.51%), and Clark capital management group (4.36M shares, 0.33%). Together, they hold 1.86% of Sumitomo Mitsui’s total shares outstanding.

Does Blackrock own Sumitomo Mitsui?

Yes, BlackRock owns 0.51% of Sumitomo Mitsui, 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’s biggest shareholder by percentage of total assets invested?

Benson investment management company is Sumitomo Mitsui’s biggest shareholder by percentage of total assets invested, with 2.47% of its assets in 410.28K Sumitomo Mitsui shares, valued at 5.94M$.

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

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

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