SUMITOMO MITSUI FIN GRP INC (SMFG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
450
Reporting holders
$3.3B
Reported value
3.5%
Of shares outstanding
2.4%
Held as options
+16
Holder change
Institutions report 134,566,751 shares against 3,827,498,140 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2026-03-31).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $592.2M | 25,112,524 | 0.03% | 35q | +9.4%+$50.8M |
| FMR LLC | $328.6M | 13,937,223 | 0.01% | 31q | +10.9%+$32.3M |
| GOLDMAN SACHS GROUP INC | $255.0M | 10,814,662 | 0.02% | 31q | +1.0%+$2.5M |
| BlackRock, Inc. | $185.2M | 7,854,802 | 0.00% | 8q | +2.3%+$4.1M |
| Fisher Asset Management, LLC | $148.4M | 6,291,379 | 0.04% | 31q | +96.8%+$73.0M |
| NORTHERN TRUST CORP | $145.2M | 6,158,454 | 0.02% | 31q | -0.5%-$735.7K |
| Clark Capital Management Group, Inc. | $90.3M | 3,831,212 | 0.49% | 10q | +1.3%+$1.2M |
| AMERICAN CENTURY COMPANIES INC | $82.4M | 3,493,982 | 0.04% | 27q | +16.1%+$11.4M |
| DIMENSIONAL FUND ADVISORS LP | $74.0M | 3,139,702 | 0.01% | 31q | +1.6%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $53.4M | 2,263,530 | 0.01% | 31q | +2.8%+$1.5M |
| WELLS FARGO & COMPANY/MN | $50.6M | 2,146,202 | 0.01% | 31q | -50.3%-$51.3M |
| Quantinno Capital Management LP | $50.5M | 2,143,555 | 0.06% | 17q | +32.7%+$12.4M |
| BANK OF AMERICA CORP /DE/ | $42.0M | 1,781,736 | 0.00% | 31q | -3.5%-$1.5M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $40.3M | 1,709,700 | 0.49% | 2q | HELD |
| Capital Wealth Planning, LLC | $39.1M | 1,659,962 | 0.20% | 11q | +27.1%+$8.4M |
| JPMORGAN CHASE & CO | $36.2M | 1,525,928 | 0.00% | 31q | +66.2%+$14.4M |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $32.8M | 1,392,610 | 0.36% | 5q | +9.9%+$3.0M |
| AQR CAPITAL MANAGEMENT LLC | $31.6M | 1,340,654 | 0.01% | 10q | +58.6%+$11.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29.3M | 1,244,470 | 0.00% | 15q | +14.2%+$3.6M |
| Sixth Street Partners Management Company, L.P. | $29.3M | 1,244,470 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $29.1M | 41,214 | 0.00% | 19q | -96.7%-$849.8M |
| CITADEL ADVISORS LLC | $26.9M | options only | 0.00% | 13q | OPTIONS |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.4M | 163,083 | 0.00% | 22q | +1095.2%+$22.3M |
| RENAISSANCE TECHNOLOGIES LLC | $24.1M | 1,023,572 | 0.03% | 31q | -41.5%-$17.1M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $24.1M | 1,022,557 | 0.01% | 7q | +19.7%+$4.0M |
| Creative Planning | $20.8M | 883,657 | 0.01% | 25q | +15.6%+$2.8M |
| Calamos Advisors LLC | $18.9M | 802,736 | 0.06% | 2q | +333.3%+$14.6M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $18.7M | 791,559 | 0.09% | 31q | +6.9%+$1.2M |
| Bank of New York Mellon Corp | $18.4M | 781,157 | 0.00% | 31q | +5.6%+$975.6K |
| ROYAL BANK OF CANADA | $18.0M | 765,357 | 0.00% | 31q | +201.5%+$12.1M |
| UBS Group AG | $17.3M | 733,542 | 0.00% | 31q | +15.5%+$2.3M |
| ANDERSON HOAGLAND & CO | $16.9M | 717,018 | 1.33% | 27q | -1.1%-$194.1K |
| CCM INVESTMENT ADVISERS LLC | $16.0M | 677,598 | 1.24% | 2q | +121.6%+$8.8M |
| Invesco Ltd. | $14.8M | 628,286 | 0.00% | 19q | +0.8%+$123.8K |
| Pathstone Holdings, LLC | $14.1M | 597,092 | 0.04% | 11q | +1.1%+$151.9K |
| STIFEL FINANCIAL CORP | $13.5M | 570,629 | 0.01% | 31q | +1.9%+$255.6K |
| Allspring Global Investments Holdings, LLC | $13.0M | 540,271 | 0.02% | 19q | -6.1%-$841.5K |
| LPL Financial LLC | $11.8M | 500,370 | 0.00% | 31q | +6.7%+$744.6K |
| Cerity Partners LLC | $11.6M | 493,964 | 0.01% | 19q | +4.1%+$454.1K |
| BANK OF MONTREAL /CAN/ | $11.5M | 486,147 | 0.00% | 31q | +1100.9%+$10.5M |
| Mariner, LLC | $11.3M | 478,697 | 0.01% | 20q | +10.0%+$1.0M |
| Crossmark Global Holdings, Inc. | $11.2M | 476,543 | 0.15% | 31q | HELD |
| Boston Partners | $11.1M | 468,247 | 0.01% | 14q | +7.1%+$738.9K |
| Ethic Inc. | $10.9M | 461,574 | 0.14% | 27q | +14.9%+$1.4M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $10.8M | 456,612 | 0.04% | 5q | HELD |
| RAYMOND JAMES FINANCIAL INC | $10.6M | 450,625 | 0.00% | 7q | +12.0%+$1.1M |
| Ramirez Asset Management, Inc. | $10.5M | 446,780 | 1.10% | 12q | +10.9%+$1.0M |
| SEI INVESTMENTS CO | $10.4M | 439,633 | 0.01% | 31q | +1.8%+$186.5K |
| CIBC WORLD MARKET INC. | $10.3M | 437,164 | 0.02% | 27q | -3.5%-$370.1K |
| FEDERATED HERMES, INC. | $9.8M | 414,866 | 0.01% | 21q | HELD |
| QRG CAPITAL MANAGEMENT, INC. | $9.6M | 408,740 | 0.08% | 12q | +18.3%+$1.5M |
| &PARTNERS | $8.6M | 366,043 | 0.04% | 9q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $8.3M | 350,188 | 0.01% | 30q | +97.9%+$4.1M |
| Moran Wealth Management, LLC | $7.9M | 336,966 | 0.22% | 11q | -16.8%-$1.6M |
| US BANCORP \DE\ | $7.8M | 329,155 | 0.01% | 31q | +1.4%+$109.4K |
| Allianz SE | $7.7M | 324,970 | 0.08% | 6q | +46.4%+$2.4M |
| EAGLE GLOBAL ADVISORS LLC | $7.5M | 320,000 | 0.25% | 13q | +8.8%+$613.1K |
| ASSETMARK, INC | $7.5M | 317,252 | 0.01% | 31q | +28.8%+$1.7M |
| Cetera Investment Advisers | $6.8M | 288,600 | 0.01% | 21q | +1.3%+$86.8K |
| QUADRANT CAPITAL GROUP LLC | $6.6M | 280,724 | 0.18% | 31q | HELD |
| RITHOLTZ WEALTH MANAGEMENT | $6.6M | 279,250 | 0.05% | 26q | +104.8%+$3.4M |
| Callan Family Office, LLC | $6.3M | 266,254 | 0.12% | 7q | +4.1%+$249.6K |
| AUGUSTINE ASSET MANAGEMENT INC | $6.2M | 262,517 | 1.25% | 11q | -0.7%-$40.6K |
| Vident Advisory, LLC | $6.1M | 260,095 | 0.04% | 9q | HELD |
| MML INVESTORS SERVICES, LLC | $6.1M | 258,736 | 0.01% | 31q | +33.4%+$1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | $6.0M | 252,927 | 0.01% | 4q | +160.2%+$3.7M |
| Gradient Investments LLC | $5.9M | 251,341 | 0.08% | 16q | +6.2%+$343.7K |
| AMERIPRISE FINANCIAL INC | $5.9M | 249,596 | 0.00% | 31q | -47.0%-$5.2M |
| HighTower Advisors, LLC | $5.9M | 249,369 | 0.01% | 31q | -8.9%-$575.0K |
| Vise Technologies, Inc. | $5.9M | 248,161 | 0.07% | 17q | +18.9%+$930.3K |
| CITIGROUP INC | $5.7M | 242,046 | 0.00% | 31q | +6.0%+$322.1K |
| Russell Investments Group, Ltd. | $5.6M | 238,293 | 0.00% | 21q | +23.4%+$1.1M |
| SIGNATUREFD, LLC | $5.6M | 235,552 | 0.07% | 31q | +4.8%+$256.0K |
| Laird Norton Wetherby Trust Company, LLC | $5.5M | 231,955 | 0.11% | 3q | -1.5%-$86.3K |
| FACTORY MUTUAL INSURANCE CO | $5.4M | 230,432 | 0.05% | 4q | HELD |
| Gilman Hill Asset Management, LLC | $5.0M | 211,570 | 0.68% | 31q | +2.3%+$112.3K |
| PNC Financial Services Group, Inc. | $5.0M | 211,424 | 0.00% | 31q | +3.2%+$153.9K |
| Calamos Wealth Management LLC | $4.9M | 206,378 | 0.15% | 6q | +11.4%+$497.5K |
| Vanguard Personalized Indexing Management, LLC | $4.8M | 204,401 | 0.04% | 26q | +1.9%+$91.2K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $4.6M | 196,100 | 0.02% | 4q | -32.5%-$2.2M |
| Corient Private Wealth LP | $4.6M | 193,012 | 0.00% | 15q | +83.7%+$2.1M |
| FIRST TRUST ADVISORS LP | $4.4M | 188,474 | 0.00% | 7q | -2.8%-$130.0K |
| JONES FINANCIAL COMPANIES LLLP | $4.1M | 173,711 | 0.00% | 12q | +67.1%+$1.7M |
| Naviter Wealth, LLC | $4.1M | 172,721 | 0.37% | 17q | +27.1%+$877.4K |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | $3.9M | 163,993 | 1.21% | new | NEW |
| IEQ CAPITAL, LLC | $3.8M | 162,467 | 0.02% | 18q | +11.7%+$400.3K |
| NEUBERGER BERMAN GROUP LLC | $3.8M | 159,544 | 0.00% | 11q | +12.1%+$404.8K |
| DJE Kapital AG | $3.7M | 94,049 | 0.07% | 2q | -6.4%-$250.8K |
| Nuveen, LLC | $3.7M | 155,052 | 0.00% | new | NEW |
| Caprock Group, LLC | $3.6M | 149,157 | 0.07% | 14q | +1.7%+$60.1K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $3.5M | 148,899 | 0.06% | 31q | +37.9%+$964.1K |
| BAROMETER CAPITAL MANAGEMENT INC. | $3.4M | 143,600 | 0.94% | 2q | +13.2%+$393.8K |
| Advisors Asset Management, Inc. | $3.3M | 141,675 | 0.05% | 34q | +1.5%+$49.2K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $3.3M | 138,754 | 0.39% | 7q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $3.2M | 137,775 | 0.00% | 27q | -5.0%-$171.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.2M | 134,555 | 0.00% | 3q | HELD |
| GREENLEAF TRUST | $3.1M | 131,754 | 0.03% | 31q | -3.4%-$108.1K |
| Diversify Advisory Services, LLC | $3.1M | 116,391 | 0.05% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $3.1M | 116,391 | 0.05% | 9q | -2.4%-$75.2K |
| BTC Capital Management, Inc. | $3.0M | 127,667 | 0.18% | 30q | +4.2%+$120.4K |
Showing the largest 100 of 462 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 450 | $3.3B | 134,566,751 | 59 | 215 | 81 | 2.4% |
| Q1 2026 | 434 | $2.5B | 125,383,083 | 63 | 189 | 98 | 2.2% |
| Q4 2025 | 407 | $2.3B | 115,062,983 | 51 | 180 | 83 | 2.6% |
| Q3 2025 | 383 | $1.9B | 112,671,489 | 53 | 155 | 93 | 2.7% |
| Q2 2025 | 354 | $1.8B | 118,074,768 | 47 | 141 | 104 | 2.7% |
| Q1 2025 | 340 | $1.8B | 115,348,477 | 38 | 143 | 88 | 2.9% |
| Q4 2024 | 333 | $1.5B | 100,037,103 | 33 | 131 | 93 | 3.4% |
| Q3 2024 | 314 | $1.2B | 90,973,514 | 38 | 119 | 96 | 3.8% |
| Q2 2024 | 305 | $1.3B | 93,311,501 | 37 | 121 | 87 | 3.7% |
| Q1 2024 | 287 | $1.4B | 115,215,242 | 38 | 116 | 73 | 0.0% |
| Q4 2023 | 285 | $1.0B | 103,742,770 | 53 | 89 | 88 | 0.2% |
| Q3 2023 | 244 | $887.2M | 88,677,780 | 23 | 94 | 78 | 1.5% |
| Q2 2023 | 234 | $809.8M | 94,003,322 | 23 | 101 | 60 | 0.2% |
| Q1 2023 | 231 | $823.6M | 103,267,141 | 35 | 78 | 84 | 0.2% |
| Q4 2022 | 212 | $739.1M | 92,138,803 | 39 | 52 | 86 | 0.0% |
| Q3 2022 | 240 | $624.4M | 113,498,935 | 30 | 98 | 68 | 0.0% |
| Q2 2022 | 242 | $709.3M | 120,085,537 | 30 | 71 | 103 | 0.1% |
| Q1 2022 | 245 | $767.1M | 122,097,237 | 31 | 89 | 80 | 0.1% |
| Q4 2021 | 237 | $832.5M | 122,477,372 | 32 | 80 | 78 | 0.0% |
| Q3 2021 | 234 | $873.6M | 124,442,554 | 31 | 102 | 50 | 0.1% |
| Q2 2021 | 224 | $863.4M | 125,092,435 | 21 | 86 | 63 | 0.2% |
| Q1 2021 | 228 | $914.3M | 125,303,115 | 34 | 90 | 58 | 0.7% |
| Q4 2020 | 219 | $790.7M | 128,116,767 | 36 | 72 | 66 | 0.0% |
| Q3 2020 | 197 | $750.1M | 134,254,760 | 20 | 78 | 60 | 0.0% |
| Q2 2020 | 219 | $771.9M | 137,289,961 | 34 | 72 | 83 | 0.0% |
| Q1 2020 | 221 | $655.7M | 136,241,191 | 27 | 75 | 83 | 0.1% |
| Q4 2019 | 240 | $1.4B | 187,321,719 | 35 | 94 | 61 | 0.1% |
| Q3 2019 | 222 | $1.3B | 186,776,350 | 18 | 72 | 95 | 0.1% |
| Q2 2019 | 256 | $1.4B | 192,999,060 | 35 | 85 | 88 | 0.1% |
| Q1 2019 | 254 | $1.4B | 197,114,206 | 29 | 119 | 56 | 0.0% |
| Q4 2018 | 246 | $1.2B | 191,343,001 | 3 | 3 | 8 | 0.0% |