SMFG Sumitomo Mitsui Financial Group, Inc.
Sumitomo Mitsui Financial Group, Inc. (SMFG) Institutional Ownership
What the institutions did with SMFG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MORGAN STANLEY | 25.1M | 18.7% |
| FMR LLC | 13.9M | 10.4% |
| GOLDMAN SACHS GROUP INC | 10.8M | 8.1% |
| BlackRock, Inc. | 7.9M | 5.9% |
| Fisher Asset Management, LLC | 6.3M | 4.7% |
| NORTHERN TRUST CORP | 6.2M | 4.6% |
| Clark Capital Management Group, Inc. | 3.8M | 2.9% |
| AMERICAN CENTURY COMPANIES INC | 3.5M | 2.6% |
| DIMENSIONAL FUND ADVISORS LP | 3.1M | 2.3% |
| ENVESTNET ASSET MANAGEMENT INC | 2.3M | 1.7% |
| WELLS FARGO & COMPANY/MN | 2.1M | 1.6% |
| Quantinno Capital Management LP | 2.1M | 1.6% |
| BANK OF AMERICA CORP /DE/ | 1.8M | 1.3% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.7M | 1.3% |
| Capital Wealth Planning, LLC | 1.7M | 1.2% |
| JPMORGAN CHASE & CO | 1.5M | 1.1% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 1.4M | 1.0% |
| AQR CAPITAL MANAGEMENT LLC | 1.3M | 1.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | 0.9% |
| RENAISSANCE TECHNOLOGIES LLC | 1.0M | 0.8% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.0M | 0.8% |
| Creative Planning | 883.7K | 0.7% |
| NATIXIS ADVISORS, LLC | 812.9K | 0.6% |
| Calamos Advisors LLC | 802.7K | 0.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 791.6K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Fisher Asset Management, LLC | Increased | 3.2M | 6.3M | +3.1M |
| MORGAN STANLEY | Increased | 23.0M | 25.1M | +2.2M |
| FMR LLC | Increased | 12.6M | 13.9M | +1.4M |
| JANE STREET GROUP, LLC | Reduced | 1.2M | 41.2K | -1.2M |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 1.7M | 1.0M | -725.7K |
| Calamos Advisors LLC | Increased | 185.3K | 802.7K | +617.5K |
| JPMORGAN CHASE & CO | Increased | 918.3K | 1.5M | +607.6K |
| Quantinno Capital Management LP | Increased | 1.6M | 2.1M | +527.7K |
| ROYAL BANK OF CANADA | Increased | 253.9K | 765.4K | +511.5K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 845.2K | 1.3M | +495.4K |
| AMERICAN CENTURY COMPANIES INC | Increased | 3.0M | 3.5M | +485.1K |
| Qube Research & Technologies Ltd | Sold Out | 459.7K | 0 | -459.7K |
| BANK OF MONTREAL /CAN/ | Increased | 40.5K | 486.1K | +445.7K |
| CCM INVESTMENT ADVISERS LLC | Increased | 305.8K | 677.6K | +371.8K |
| Capital Wealth Planning, LLC | Increased | 1.3M | 1.7M | +354.2K |
| TORONTO DOMINION BANK | Sold Out | 327.9K | 0 | -327.9K |
| Massar Capital Management, LP | Sold Out | 320.0K | 0 | -320.0K |
| CITADEL ADVISORS LLC | Sold Out | 265.5K | 0 | -265.5K |
| XY Capital Ltd | Sold Out | 175.6K | 0 | -175.6K |
| BlackRock, Inc. | Increased | 7.7M | 7.9M | +173.2K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Increased | 854.6K | 1.0M | +168.0K |
| PARK AVENUE SECURITIES LLC | New | 0 | 165.7K | +165.7K |
| Aquatic Capital Management LLC | Sold Out | 165.0K | 0 | -165.0K |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | New | 0 | 164.0K | +164.0K |
| Point72 Asset Management, L.P. | Sold Out | 159.1K | 0 | -159.1K |
| Connor, Clark & Lunn Investment Management Ltd. | Increased | 97.2K | 252.9K | +155.7K |
| Nuveen, LLC | New | 0 | 155.1K | +155.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 1.1M | 1.2M | +154.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 13.6K | 163.1K | +149.4K |
| CAUSEWAY CAPITAL MANAGEMENT LLC | Increased | 1.3M | 1.4M | +125.4K |
| Creative Planning | Increased | 764.6K | 883.7K | +119.1K |
| Diversify Advisory Services, LLC | New | 0 | 116.4K | +116.4K |
| NATIXIS ADVISORS, LLC | Increased | 699.9K | 812.9K | +113.0K |
| GOLDMAN SACHS GROUP INC | Increased | 10.7M | 10.8M | +106.7K |
| Allianz SE | Increased | 222.0K | 325.0K | +103.0K |
| UBS Group AG | Increased | 635.3K | 733.5K | +98.3K |
| CHILTON INVESTMENT CO INC. | Reduced | 108.4K | 13.1K | -95.3K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | 290.7K | 196.1K | -94.6K |
| Alphadyne Asset Management LP | New | 0 | 82.8K | +82.8K |
| Myriad Asset Management Advisors LLC | New | 0 | 82.1K | +82.1K |
| HRT FINANCIAL LP | New | 0 | 81.8K | +81.8K |
| XTX Topco Ltd | Sold Out | 77.0K | 0 | -77.0K |
| ASSETMARK, INC | Increased | 246.3K | 317.3K | +70.9K |
| JONES FINANCIAL COMPANIES LLLP | Increased | 104.0K | 173.7K | +69.7K |
| Ninepoint Partners LP | Increased | 37.4K | 106.9K | +69.5K |
| Moran Wealth Management, LLC | Reduced | 404.9K | 337.0K | -67.9K |
| Integrated Quantitative Investments LLC | Reduced | 130.8K | 65.4K | -65.4K |
| MML INVESTORS SERVICES, LLC | Increased | 194.0K | 258.7K | +64.7K |
| BANK OF AMERICA CORP /DE/ | Reduced | 1.8M | 1.8M | -64.6K |
| QRG CAPITAL MANAGEMENT, INC. | Increased | 345.7K | 408.7K | +63.1K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 2.2M | 2.3M | +62.2K |
| Ethic Inc. | Increased | 401.7K | 461.6K | +59.8K |
| Campbell & CO Investment Adviser LLC | Sold Out | 58.0K | 0 | -58.0K |
| Walleye Capital LLC | New | 0 | 53.9K | +53.9K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Increased | 740.6K | 791.6K | +50.9K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 3.1M | 3.1M | +49.0K |
| Clark Capital Management Group, Inc. | Increased | 3.8M | 3.8M | +48.8K |
| RAYMOND JAMES FINANCIAL INC | Increased | 402.3K | 450.6K | +48.3K |
| Russell Investments Group, Ltd. | Increased | 193.1K | 238.3K | +45.2K |
| Ramirez Asset Management, Inc. | Increased | 402.8K | 446.8K | +44.0K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.