MetaCap

Who Owns Sumitomo Mitsui Financial Group Unsponsored Stock?

NYSE: SMFGFinanceCommercial BanksUSD

25.31-0.09 (-0.35%)

At close: Oct 8, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
2.12%
Institutional holders
537
  • Institutions 2.1%
  • Insiders 0.0%
  • Public and other 97.9%

Who owns Sumitomo Mitsui Financial Group Unsponsored stock?

Institutional investors own about 2.1% of Sumitomo Mitsui Financial Group Unsponsored's shares, spread across 537 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.01% of SMFG.

The largest institutional holders are Morgan Stanley (0.40%), FMR, LLC (0.22%) and Goldman Sachs Group Inc (0.17%). Together, the top 10 institutions control 1.3% of shares outstanding. In their latest filings, 9 of the top 10 institutions increased their SMFG positions and 1 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of SMFG

Sumitomo Mitsui Financial Group Unsponsored top institutional holders
InstitutionShares% HeldChange
Morgan Stanley25.11M0.40%+9.4%
FMR, LLC13.94M0.22%+10.9%
Goldman Sachs Group Inc10.81M0.17%+1.0%
Blackrock Inc.7.85M0.12%+2.3%
Fisher Asset Management, LLC6.29M0.10%+96.8%
Northern Trust Corporation6.16M0.10%-0.5%
Clark Capital Management Group, Inc.3.83M0.06%+1.3%
American Century Companies Inc3.49M0.06%+16.1%
Dimensional Fund Advisors LP3.14M0.05%+1.6%
Envestnet Asset Management Inc.2.26M0.04%+2.8%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of SMFG

Sumitomo Mitsui Financial Group Unsponsored top fund holders
FundShares% Held
American Century ETF Trust-Avantis International Equity ETF2.78M0.04%
Amplify ETF TRT-Amplify CWP Intl Enhanced Dividend Income ETF1.65M0.03%
Dimensional ETF Trust-Dimensional International Value ETF1.04M0.02%
Dimensional ETF Trust-Dimensional International Core Equity Market ETF884.88K0.01%
American Century ETF Trust-Avantis International Large Cap Value ETF693.75K0.01%
Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF600.02K0.01%
Dimensional ETF Trust-Dimensional International Core Equity 2 ETF512.66K0.01%
TIMOTHY PLAN-Timothy Plan International Fund318.00K0.01%
Steward Funds Inc-Steward Values Enhanced International Fund289.38K0.00%
Calamos Global Dynamic Income Fund268.00K0.00%

Frequently asked questions

Who is the largest shareholder of Sumitomo Mitsui Financial Group Unsponsored?

Morgan Stanley is the largest institutional shareholder of SMFG, owning 0.40% of shares outstanding (25.11M shares) as of its latest 13F filing.

What percentage of Sumitomo Mitsui Financial Group Unsponsored is owned by institutions?

Institutions own about 2.1% of SMFG shares and 2.1% of the public float.

How much of Sumitomo Mitsui Financial Group Unsponsored do insiders own?

Insiders, such as officers and directors, own about 0.01% of SMFG shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

Related