Sumitomo Mitsui Ownership | Who Owns Sumitomo Mitsui?

Sumitomo Mitsui Ownership Summary

Sumitomo Mitsui 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 shares.

SMFG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sumitomo Mitsui	2.37%	-	97.63%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
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
Benson investment management company	410.27K	2.47%	$5.94M
Anderson hoagland	840.10K	1.27%	$12.34M
Ramirez asset management	421.71K	1.15%	$5.66M
Cowen and company	2.80M	1.03%	$37.56M
Augustine asset management	254.70K	0.97%	$3.69M
Dorsey wright & associates	205.45K	0.71%	$2.76M
Gilman hill asset management	208.59K	0.53%	$3.02M
Clark capital management group	4.36M	0.43%	$58.44M
Vanguard capital wealth advisors	46.05K	0.42%	$617.57K
Naviter wealth	143.52K	0.29%	$1.92M

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
Allspring global investments	576.49K	0.01%	249.54K
Blackrock	6.83M	0.00%	208.03K

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
Choreo	42.72K	0.01%	42.72K	$574.14K
C2p capital advisory group, llc d.b.a. prosperity capital advisors	32.17K	0.08%	32.17K	$960.63K
Wiley bros.-aintree capital	30.61K	0.02%	30.61K	$410.48K

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 %
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%	-
Clark Navigator International Equity/ADR	6.42M	0.10%	19.16K
Avantis International Equity ETF	1.19M	0.02%	-
Dimensional International Value ETF	1.03M	0.02%	-
Invesco International Div Achiev ETF	1.00M	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
Morgan Stanley Global Con. Eq. Comm Comp	400.81K	0.01%	400.81K

SMFG Ownership FAQ

Who Owns Sumitomo Mitsui?

Sumitomo Mitsui shareholders are primarily institutional investors at 2.37%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Sumitomo Mitsui's industry, Diversified Banks Stocks, is 38.46%, 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%), Goldman sachs group (11.32M shares, 0.85%), and Fmr (6.85M shares, 0.52%). Together, they hold 2.38% 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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