Who owns Sumitomo Mitsui Financial Group, Inc.?
Institutional ownership of SMFG from SEC Form 13F filings across 286 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
286
13F holders
$2.71B
value, 2026 filers
1.8%
of shares outstanding (116.0M sh)
46
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SMFG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 25.1M | $592.2M | 0.0% | 0.4% | +9.4% |
| 2 | FMR LLC | 13.9M | $328.6M | 0.0% | 0.2% | +10.9% |
| 3 | GOLDMAN SACHS GROUP INC | 10.8M | $255.0M | 0.0% | 0.2% | +1.0% |
| 4 | BlackRock, Inc. | 7.9M | $185.2M | 0.0% | 0.1% | +2.3% |
| 5 | Fisher Asset Management, LLC | 6.3M | $148.4M | 0.0% | 0.1% | +96.8% |
| 6 | NORTHERN TRUST CORP | 6.2M | $145.2M | 0.0% | 0.1% | -0.5% |
| 7 | Clark Capital Management Group, Inc. | 3.8M | $90.3M | 0.5% | 0.1% | +1.3% |
| 8 | AMERICAN CENTURY COMPANIES INC | 3.5M | $82.4M | 0.0% | 0.1% | +16.1% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 2.3M | $53.4M | 0.0% | 0% | +2.8% |
| 10 | WELLS FARGO & COMPANY/MN | 2.1M | $50.6M | 0.0% | 0% | -0.7% |
| 11 | Quantinno Capital Management LP | 2.1M | $50.5M | 0.1% | 0% | +32.7% |
| 12 | BANK OF AMERICA CORP /DE/ | 1.8M | $42.0M | 0.0% | 0% | -3.5% |
| 13 | Capital Wealth Planning, LLC | 1.7M | $39.1M | 0.2% | 0% | +27.1% |
| 14 | JPMORGAN CHASE & CO | 1.5M | $36.2M | 0.0% | 0% | +66.2% |
| 15 | Sixth Street Partners Management Company, L.P.NEW | 1.2M | $29.3M | 5.1% | 0% | new |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $29.3M | 0.0% | 0% | +14.2% |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.0M | $24.1M | 0.0% | 0% | +19.7% |
| 18 | Creative Planning | 883,657 | $20.8M | 0.0% | 0% | +15.6% |
| 19 | NATIXIS ADVISORS, LLC | 812,854 | $19,167 | 0.0% | 0% | +16.1% |
| 20 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 791,559 | $18.7M | 0.1% | 0% | +6.9% |
| 21 | Bank of New York Mellon Corp | 781,157 | $18.4M | 0.0% | 0% | +5.6% |
| 22 | ROYAL BANK OF CANADA | 765,357 | $18.0M | 0.0% | 0% | +201.5% |
| 23 | UBS Group AG | 733,542 | $17.3M | 0.0% | 0% | +15.5% |
| 24 | Invesco Ltd. | 628,286 | $14.8M | 0.0% | 0% | +0.8% |
| 25 | Pathstone Holdings, LLC | 597,092 | $14.1M | 0.0% | 0% | +1.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.