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Sumitomo Mitsui Financial Group, Inc. (SMFG) institutional ownership

Latest close $25.93 Jul 21, 2026
Market cap$58.4B 52-week range SectorFinancial Services
Funds holding · Q1 2026
401
reported SMFG position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
262 buyers · 139 sellers

Sumitomo Mitsui Financial Group, Inc. (SMFG) price and institutional activity

Dates

Q1 2026

$0 bought by 262 investors
Ferguson Wellman Capital Management, IncFisher Asset Management, LLC +260 more
$0 sold by 139 investors
D. E. Shaw & Co., Inc.Invesco Ltd. +137 more
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Bought Sold Totals per quarter; hover a bar for the names.

Sumitomo Mitsui Financial Group, Inc. (SMFG) institutional activity · 262

Investor Type Est. change Change Δ Own Date
Ferguson Wellman Capital Management, Inc · New
Change +1.7M Date Q1 2026
Ferguson Wellman Capital Management, Inc New· Q1 2026 +1.7M Q1 2026
Fisher Asset Management, LLC Added· Q1 2026 +1.5M +94.1% Q1 2026
Morgan Stanley · Added
Change +1.4M Date Q1 2026
Morgan Stanley Added· Q1 2026 +1.4M Q1 2026
American Century Companies Inc · Added
Change +666K Date Q1 2026
American Century Companies Inc Added· Q1 2026 +666K Q1 2026
BlackRock · Added
Change +524K Date Q1 2026
BlackRock Added· Q1 2026 +524K Q1 2026
Qube Research & Technologies Ltd · Added
Change +437K Date Q1 2026
Qube Research & Technologies Ltd Added· Q1 2026 +437K Q1 2026
FMR LLC · Added
Change +322K Δ Own +2.6% Date Q1 2026
FMR LLC Added· Q1 2026 +322K +2.6% Q1 2026
Bank of America Corp · Added
Change +319K Date Q1 2026
Bank of America Corp Added· Q1 2026 +319K Q1 2026
Ccm Investment Advisers LLC · New
Change +306K Date Q1 2026
Ccm Investment Advisers LLC New· Q1 2026 +306K Q1 2026
Quantinno Capital Management LP · Added
Change +245K Date Q1 2026
Quantinno Capital Management LP Added· Q1 2026 +245K Q1 2026
Capital Wealth Planning, LLC · Added
Change +223K Date Q1 2026
Capital Wealth Planning, LLC Added· Q1 2026 +223K Q1 2026
Dimensional · Added
Change +218K Date Q1 2026
Dimensional Added· Q1 2026 +218K Q1 2026
JPMorgan Chase & Co · Added
Change +207K Date Q1 2026
JPMorgan Chase & Co Added· Q1 2026 +207K Q1 2026
Schwab · Added
Change +204K Date Q1 2026
Schwab Added· Q1 2026 +204K Q1 2026
AQR Capital Management LLC · Added
Change +200K Date Q1 2026
AQR Capital Management LLC Added· Q1 2026 +200K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 262

Famous investor activity in Sumitomo Mitsui Financial Group, Inc. (SMFG)

Sumitomo Mitsui Financial Group, Inc. (SMFG) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 99.8M
% of shares outstanding 7.5% Filing date Feb 6, 2024
BlackRock Inc. 99.8M 7.5% Feb 6, 2024
Sumitomo Mitsui Trust Holdings, Inc. 74.5M
% of shares outstanding 5.6% Filing date Feb 5, 2024
Sumitomo Mitsui Trust Holdings, Inc. 74.5M 5.6% Feb 5, 2024
2 of 2

Sumitomo Mitsui Financial Group, Inc. (SMFG) ownership FAQ

Who owns SMFG?

401 reporting institutions disclosed SMFG position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.