Sumitomo Mitsui Financial Group Inc (SMFG) Ownership

12.65 ↓0.42 (-3.21%)

As of August 30, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Morgan Stanley - Brokerage Accounts is the biggest individual institutional holder of Sumitomo Mitsui Financial Group Inc (SMFG), owning a total of 12.1 million shares. Combined, the top 37 institutional holders of SMFG own 1.52% of the company with a total of 100 million shares.

In the latest ownership report on June 30th 2024, the top 37 institutional holders increased their combined ownership of SMFG by 2.2 million shares. 6 institutions bought 2,314,744 total additional shares and increased their ownership by an average of 91.24%. However 4 institutions sold 133,675 total shares and decreased their ownership by an average of 1.98%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Sumitomo Mitsui Financial Group increased by a net total of 2,181,069 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Goldman Sachs Group Inc	0.174%	3.750%	11,324,570	409,360	2024-06-30
BlackRock Inc	0.105%	3.142%	6,829,429	208,030	2024-06-30
Clark Capital Management Group Inc	0.067%	3.210%	4,357,941	135,518	2024-06-30
Dimensional Fund Advisors, Inc.	0.045%	-0.689%	2,931,405	-20,338	2024-06-30
Northern Trust Corp	0.043%	-2.973%	2,804,706	-85,940	2024-06-30
Envestnet Asset Management Inc	0.022%	265.375%	1,438,633	1,044,891	2024-06-30
American Century Companies Inc	0.021%	5.420%	1,344,869	69,145	2024-06-30
Anderson Hoagland & Co	0.013%	-0.074%	858,922	-639	2024-06-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.009%	266.548%	615,800	447,800	2024-06-30
CIBC Global Asset Management Inc	0.009%	-4.186%	612,465	-26,758	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Morgan Stanley - Brokerage Accounts	0.186%	-9.408%	12,123,428	-1,259,023	2024-03-31
Goldman Sachs Group Inc	0.174%	3.750%	11,324,570	409,360	2024-06-30
FMR Inc	0.108%	0.334%	7,050,938	23,453	2024-03-31
BlackRock Inc	0.105%	3.142%	6,829,429	208,030	2024-06-30
Lazard Asset Management LLC	0.075%	-33.752%	4,976,246	-2,535,247	2023-09-30
Clark Capital Management Group Inc	0.067%	3.210%	4,357,941	135,518	2024-06-30
Wells Fargo & Co	0.066%	0.144%	4,276,194	6,132	2024-03-31
Ramius, LLC	0.063%	-6.723%	4,152,575	-299,300	2023-09-30
Millennium Management LLC	0.049%	-0.401%	3,214,755	-12,930	2024-03-31
Arrowstreet Capital Limited Partnership	0.046%	-32.638%	3,073,124	-1,488,947	2022-12-31
Dimensional Fund Advisors, Inc.	0.045%	-0.689%	2,931,405	-20,338	2024-06-30
Northern Trust Corp	0.043%	-2.973%	2,804,706	-85,940	2024-06-30
COWEN AND COMPANY, LLC	0.043%	0.000%	2,800,730	2,800,730	2024-03-31
Samlyn Capital, LLC	0.038%	260.171%	2,517,702	1,818,673	2023-03-31
LMR Partners LLP	0.036%	4.767%	2,495,132	113,526	2022-06-30
Natixis Advisors, LLC.	0.034%	3.776%	2,218,778	80,733	2023-09-30
Amvescap Plc.	0.029%	-24.753%	1,874,028	-616,477	2024-03-31
JANE STREET GROUP, LLC	0.025%	602.340%	1,611,597	1,382,136	2023-12-31
Renaissance Technologies Corp	0.024%	-8.689%	1,566,970	-149,100	2024-03-31
Envestnet Asset Management Inc	0.022%	265.375%	1,438,633	1,044,891	2024-06-30
American Century Companies Inc	0.021%	5.420%	1,344,869	69,145	2024-06-30
Bank of America Corp	0.020%	-0.009%	1,323,126	-112	2024-03-31
Marshall Wace Asset Management Ltd	0.019%	-64.227%	1,289,181	-2,314,600	2023-06-30
HAP Trading, LLC	0.018%	0.000%	1,207,075	1,207,075	2022-06-30
D. E. Shaw & Co LP	0.017%	-6.658%	1,155,821	-82,442	2023-03-31
Citadel Advisors Llc	0.016%	0.000%	1,063,666	1,063,666	2023-06-30
Causeway Capital Management LLC	0.015%	-4.333%	988,309	-44,767	2023-12-31
Federated Hermes Inc	0.015%	-2.521%	964,601	-24,947	2023-09-30
Royal Bank of Canada	0.014%	0.754%	931,410	6,966	2024-03-31
Capricorn Fund Managers Ltd	0.014%	0.000%	920,334	920,334	2023-09-30
Franklin Resources Inc	0.013%	0.619%	907,844	5,582	2022-12-31
Anderson Hoagland & Co	0.013%	-0.074%	858,922	-639	2024-06-30
JPMorgan Chase & Co	0.013%	0.558%	835,904	4,634	2024-03-31
XY Capital Ltd	0.012%	12.682%	763,968	85,984	2023-12-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.009%	266.548%	615,800	447,800	2024-06-30
CIBC Global Asset Management Inc	0.009%	-4.186%	612,465	-26,758	2024-06-30
CIBC World Markets Inc.	0.009%	-27.184%	579,357	-216,293	2024-03-31

Mutual Fund Ownership

Russell CDN_Core Equity SMA is the biggest individual fund holder of Sumitomo Mitsui Financial Group Inc (SMFG), owning a total of 19.8 million shares. Combined, the top 49 mutual fund holders of SMFG own 0.85% of the company with a total of 55.9 million shares.

In the latest ownership report on July 31st 2024, the top 49 fund holders increased their combined ownership of SMFG by 10 thousand shares. 1 funds bought 2,804 total additional shares and increased their ownership by an average of 0.26%. However 2 funds sold 12,582 total shares and decreased their ownership by an average of 2.14%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Sumitomo Mitsui Financial Group decreased by a net total of -9,778 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Invesco International Div Achiev ETF	0.019%	-0.479%	1,224,954	-5,896	2024-07-31
Avantis International Equity ETF	0.016%	0.263%	1,070,563	2,804	2024-07-31
Dimensional International Value ETF	0.016%	0.000%	1,031,000	0	2024-07-31
Dimensional International Cr Eq Mkt ETF	0.013%	0.000%	875,886	0	2024-07-31
Dimensional International Core Eq 2 ETF	0.008%	0.000%	501,500	0	2024-07-31
ActivePassive International Equity ETF	0.005%	0.000%	332,496	0	2024-07-31
Amplify CWP International Enh Div IncETF	0.004%	0.000%	288,095	0	2024-07-31
Avantis International Large Cap Val ETF	0.003%	0.000%	192,376	0	2024-07-31
Steward International Enhanced Index I	0.003%	-3.799%	169,307	-6,686	2024-07-31
Praxis International Index I	0.002%	0.000%	102,110	0	2024-07-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Russell CDN_Core Equity SMA	0.297%	0.000%	19,760,860	0	2023-09-30
Russell Investments Core Equity SMA	0.275%	0.000%	17,966,360	0	2024-06-30
Clark Navigator International Equity/ADR	0.067%	0.660%	4,363,490	28,603	2024-06-30
Invesco International Div Achiev ETF	0.019%	-0.479%	1,224,954	-5,896	2024-07-31
Avantis International Equity ETF	0.016%	0.263%	1,070,563	2,804	2024-07-31
Dimensional International Value ETF	0.016%	0.000%	1,031,000	0	2024-07-31
Dimensional International Cr Eq Mkt ETF	0.013%	0.000%	875,886	0	2024-07-31
Avantis® International Equity ETF	0.012%	0.000%	809,535	0	2023-07-29
Russell Personalized Core Equity SMA	0.008%	-14.640%	546,825	-93,787	2024-06-30
Dimensional International Core Eq 2 ETF	0.008%	0.000%	501,500	0	2024-07-31
Russell Personalized 70/30 Core Alloc	0.007%	0.000%	447,899	447,899	2024-02-29
Orbis SICAV Global Bal Instl Inv	0.007%	0.000%	434,364	434,364	2022-12-31
Dimensional SMA Global ex US Large Core	0.007%	0.000%	429,661	429,661	2023-09-30
Ninety One Premier Global Value I	0.005%	0.000%	348,119	0	2023-10-31
ActivePassive International Equity ETF	0.005%	0.000%	332,496	0	2024-07-31
Lazard International Equity Select ADR	0.005%	0.000%	324,864	0	2023-09-30
Amplify CWP International Enh Div IncETF	0.004%	0.000%	288,095	0	2024-07-31
Fidelity Advisor® Multi-Asset Income I	0.004%	0.000%	285,000	285,000	2022-06-30
Timothy Plan International A	0.004%	28.846%	268,000	60,000	2024-03-31
MM Access US Equities F USD Acc	0.004%	1,240.080%	253,301	234,399	2023-01-31
Amplify International Enh Div Inc ETF	0.004%	0.714%	242,442	1,719	2024-04-30
Russell Personalized International SMA	0.004%	-10.427%	227,657	-26,500	2024-06-30
Russell Inv International Managed Acct	0.004%	-10.427%	227,657	-26,500	2024-06-30
JPM International ADR-MA	0.003%	0.000%	212,894	212,894	2024-03-31
Calamos International Growth I	0.003%	0.000%	211,720	0	2024-06-30
Calamos International Growth Composite	0.003%	0.000%	211,720	0	2024-06-30
Avantis International Large Cap Val ETF	0.003%	0.000%	192,376	0	2024-07-31
Causeway Simulated Intl Val ADR Model	0.003%	-14.266%	183,267	-30,494	2023-12-31
Crossmark Steward Intl Enh Idx A	0.003%	0.000%	182,750	0	2022-11-30
Steward Intl Enh Idx Instl	0.003%	0.000%	182,750	0	2022-12-31
Avantis® International Large Cap Val ETF	0.003%	0.000%	178,809	0	2023-07-29
Steward International Enhanced Index I	0.003%	-3.799%	169,307	-6,686	2024-07-31
Dimensional SMA Global Large Core	0.003%	0.000%	162,161	162,161	2023-09-30
PMC Diversified Equity	0.002%	0.000%	154,068	0	2023-09-30
DFA Intl Sustainability Core 1	0.002%	0.000%	147,256	0	2023-05-31
Allspring Global Dividend Payers Equity	0.002%	0.000%	140,398	0	2022-09-30
SAM-RVG B1	0.002%	-25.606%	125,920	-43,340	2023-11-30
Boston Partners Global Long/Short Instl	0.002%	0.000%	125,262	125,262	2023-08-31
Russell Personalized DI Core Equity	0.002%	1,358,720.000%	122,294	122,285	2022-09-30
Boston Partners Global L/S Equity	0.002%	0.000%	117,382	117,382	2023-06-30
Westwood High Income	0.002%	0.000%	102,789	0	2023-09-30
Westwood High Income Instl	0.002%	0.000%	102,789	0	2023-09-30
Praxis International Index I	0.002%	0.000%	102,110	0	2024-07-31
Comerica Foreign Equity CIT - Inst Class	0.002%	-9.614%	94,912	-10,095	2024-06-30
Integrity Global Equity B USD Acc	0.001%	0.000%	83,732	0	2022-11-30
Integrity Global Equity C USD Acc	0.001%	0.000%	83,732	0	2023-02-28
Franklin Allocation VIP 1	0.001%	-8.473%	82,100	-7,600	2023-03-31
Orbis SICAV Intl Eq Inv	0.001%	0.000%	79,514	0	2023-12-31
DFA International Vector Equity I	0.001%	0.000%	74,107	0	2024-06-30