DaveManuel.com · Institutional Ownership · Who Owns It
SUMITOMO MITSUI FIN GRP INC (SMFG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
468
Reporting holders
$3.2B
Reported value
2.0%
Calls
0.3%
Puts
+17
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | -0.7%-$340.0K |
| 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 |
| JANE STREET GROUP, LLC | $29.1M incl. $28.1M options CALL | 41,214 | 0.00% | 19q | -96.7%-$849.8M |
| CITADEL ADVISORS LLC | $26.9M CALL+PUT | options only | 0.00% | 13q | OPTIONS |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.4M incl. $20.5M options CALL+PUT | 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 |
| NATIXIS ADVISORS, LLC | $19.2M | 812,854 | 0.02% | 31q | +16.1%+$2.7M |
| 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 |
| 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 |
| 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 | +6.1%+$338.7K |
| 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 |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $4.1M | 175,094 | 0.01% | 30q | -1.1%-$44.7K |
| Naviter Wealth, LLC | $4.1M | 172,721 | 0.37% | 17q | +27.1%+$877.4K |
| PARK AVENUE SECURITIES LLC | $3.9M | 165,726 | 0.02% | new | NEW |
| 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% | 17q | +1.5%+$49.2K |
| RITHOLTZ WEALTH MANAGEMENT | $3.3M | 139,625 | 0.05% | 26q | +2.4%+$77.8K |
| 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 468 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-12 | Anchi Kazuyuki | Sr. Mg. Corp. EO & Group CFO | Sold | 4,000 | $169.9K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 155 | $198.0M | 7,706,769 | 22 | 58 | 34 | 0.0% |
| Q2 2026 | 468 | $3.2B | 134,040,928 | 60 | 220 | 85 | 2.4% |
| Q1 2026 | 451 | $2.5B | 123,822,530 | 62 | 196 | 101 | 2.3% |
| Q4 2025 | 427 | $2.3B | 115,952,812 | 57 | 184 | 87 | 2.6% |
| Q3 2025 | 398 | $2.0B | 113,766,880 | 56 | 160 | 97 | 2.7% |
| Q2 2025 | 375 | $1.9B | 119,932,921 | 50 | 146 | 112 | 2.7% |
| Q1 2025 | 359 | $1.9B | 117,431,122 | 42 | 153 | 90 | 2.8% |
| Q4 2024 | 350 | $1.5B | 102,390,054 | 35 | 138 | 97 | 3.3% |
| Q3 2024 | 332 | $1.2B | 93,100,403 | 41 | 129 | 99 | 3.7% |
| Q2 2024 | 326 | $1.3B | 96,054,984 | 38 | 130 | 95 | 3.6% |
| Q1 2024 | 313 | $1.4B | 119,364,412 | 43 | 123 | 82 | 0.0% |
| Q4 2023 | 309 | $1.1B | 108,285,738 | 56 | 95 | 98 | 0.2% |
| Q3 2023 | 272 | $998.6M | 99,966,716 | 25 | 101 | 90 | 1.4% |
| Q2 2023 | 266 | $937.9M | 108,861,837 | 26 | 113 | 71 | 0.1% |
| Q1 2023 | 265 | $925.7M | 116,119,423 | 38 | 88 | 99 | 0.2% |
| Q4 2022 | 258 | $909.1M | 113,336,882 | 44 | 64 | 111 | 0.0% |
| Q3 2022 | 239 | $1.3B | 229,352,614 | 30 | 98 | 68 | 0.0% |
| Q2 2022 | 239 | $2.1B | 354,201,167 | 29 | 72 | 101 | 0.0% |
| Q1 2022 | 243 | $2.0B | 317,410,323 | 31 | 88 | 79 | 0.0% |
| Q4 2021 | 234 | $1.5B | 216,639,075 | 31 | 79 | 78 | 0.0% |
| Q3 2021 | 233 | $1.7B | 238,516,025 | 31 | 102 | 50 | 0.1% |
| Q2 2021 | 223 | $1.6B | 233,504,573 | 21 | 86 | 63 | 0.1% |
| Q1 2021 | 225 | $1.6B | 224,451,319 | 33 | 87 | 59 | 0.4% |
| Q4 2020 | 218 | $3.4B | 551,052,607 | 35 | 72 | 66 | 0.0% |
| Q3 2020 | 197 | $3.6B | 642,082,424 | 20 | 77 | 61 | 0.0% |
| Q2 2020 | 218 | $1.9B | 329,390,867 | 33 | 72 | 83 | 0.0% |
| Q1 2020 | 220 | $1.9B | 395,894,907 | 27 | 74 | 83 | 0.0% |
| Q4 2019 | 240 | $3.0B | 409,922,895 | 35 | 94 | 61 | 0.0% |
| Q3 2019 | 221 | $2.0B | 292,135,702 | 18 | 72 | 94 | 0.1% |
| Q2 2019 | 254 | $1.9B | 263,168,870 | 34 | 85 | 87 | 0.1% |
| Q1 2019 | 253 | $1.9B | 267,588,752 | 29 | 118 | 56 | 0.0% |
| Q4 2018 | 245 | $1.5B | 237,045,310 | 3 | 2 | 9 | 0.0% |