SMFG · Sumitomo Mitsui Financial Group, Inc.

$25.60 -0.75 (-2.83%) At close · Jul 28

Market Cap

$162.58B

6.35B

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.

Report Date:

Holders: 453

Total Value: $2,535,587,376

Total Shares: 126,953,569

Showing 1–100 of 455 holdings by value · page 1 of 5

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 444 13F filers

Top Holder

18.1%

of institutional value

Top 5

47.5%

of institutional value

Top 10

59.8%

of institutional value

HHI

616

Broadly held

Showing 100 of 455

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	First Owned	Type	Discretion	Filed
Mega MORGAN STANLEY	$453,427,824	17.88%	22,958,371	0.361%	—	≤ Mar 2020	Shares	Defined	2026-05-15
Mega FMR LLC	$248,245,076	9.79%	12,569,371	0.198%	—	≤ Mar 2020	Shares	Defined	2026-05-15
Mega GOLDMAN SACHS GROUP INC	$211,483,038	8.34%	10,708,002	0.169%	—	≤ Mar 2020	Shares	Defined	2026-05-15
Mega BlackRock, Inc.	$151,710,928	5.98%	7,681,566	0.121%	—	Sep 2024	Shares	Sole	2026-05-13
Mega NORTHERN TRUST CORP Bank	$122,245,686	4.82%	6,189,655	0.097%	—	≤ Mar 2020	Shares	Other	2026-05-14
Large Clark Capital Management Group, Inc.	$74,702,380	2.95%	3,782,399	0.060%	—	Mar 2024	Shares	Sole	2026-05-15
Mega Fisher Asset Management, LLC	$63,139,308	2.49%	3,196,927	0.050%	—	≤ Mar 2020	Shares	Defined	2026-05-05
Mega DIMENSIONAL FUND ADVISORS LP	$61,042,134	2.41%	3,090,741	0.049%	—	≤ Mar 2020	Shares	Sole	2026-05-07
Mega AMERICAN CENTURY COMPANIES INC	$59,425,873	2.34%	3,008,905	0.047%	—	≤ Mar 2020	Shares	Defined	2026-05-15
Mega CITADEL ADVISORS LLC	$45,381,550	1.79%	2,297,800	0.036%	—	≤ Mar 2020	Call	Defined	2026-05-15
Mega ENVESTNET ASSET MANAGEMENT INC	$43,475,359	1.71%	2,201,284	0.035%	—	≤ Mar 2020	Shares	Sole	2026-05-04
Mega WELLS FARGO & COMPANY/MN	$42,672,224	1.68%	2,160,619	0.034%	—	≤ Mar 2020	Shares	Defined	2026-05-11
Mid FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$40,314,726	1.59%	1,709,700	0.027%	—	≤ Mar 2020	Shares	Sole	2026-07-23
Mega BANK OF AMERICA CORP /DE/ Bank	$36,465,115	1.44%	1,846,335	0.029%	—	≤ Mar 2020	Shares	Defined	2026-05-18
Large RENAISSANCE TECHNOLOGIES LLC	$34,548,122	1.36%	1,749,272	0.028%	—	≤ Mar 2020	Shares	Sole	2026-05-14
Large Quantinno Capital Management LP	$31,912,425	1.26%	1,615,819	0.025%	—	Jun 2022	Shares	Sole	2026-05-15
Large Capital Wealth Planning, LLC	$25,788,661	1.02%	1,305,755	0.021%	—	Dec 2023	Shares	Sole	2026-05-15
Mid CAUSEWAY CAPITAL MANAGEMENT LLC	$25,028,148	0.99%	1,267,248	0.020%	—	≤ Mar 2020	Shares	Sole	2026-05-14
Mega JANE STREET GROUP, LLC	$24,586,833	0.97%	1,244,903	0.020%	—	≤ Mar 2020	Shares	Defined	2026-05-12
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$21,522,502	0.85%	1,089,747	0.017%	—	Dec 2022	Shares	Other	2026-05-15
Mega JPMORGAN CHASE & CO	$18,136,718	0.72%	918,315	0.014%	—	≤ Mar 2020	Shares	Other	2026-05-13
Small ANDERSON HOAGLAND & CO	$16,907,284	0.67%	717,018	0.011%	—	≤ Mar 2020	Shares	Sole	2026-07-06
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$16,878,329	0.67%	854,599	0.013%	—	Jun 2023	Shares	Defined	2026-05-14
Mega AQR CAPITAL MANAGEMENT LLC	$16,693,134	0.66%	845,222	0.013%	—	Mar 2024	Shares	Other	2026-05-15
Large Creative Planning	$15,100,533	0.60%	764,584	0.012%	—	Jun 2020	Shares	Defined	2026-05-12
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$14,627,521	0.58%	740,634	0.012%	—	≤ Mar 2020	Shares	Sole	2026-05-13
Mega Bank of New York Mellon Corp Bank	$14,610,672	0.58%	739,781	0.012%	—	≤ Mar 2020	Shares	Defined	2026-05-05
Large NATIXIS ADVISORS, LLC	$13,822,906	0.55%	699,894	0.011%	—	≤ Mar 2020	Shares	Defined	2026-05-13
Mega UBS Group AG	$12,546,523	0.49%	635,267	0.010%	—	≤ Mar 2020	Shares	Defined	2026-05-05
Mega Invesco Ltd.	$12,304,941	0.49%	623,035	0.010%	—	≤ Mar 2020	Shares	Defined	2026-05-12
Large Pathstone Holdings, LLC	$11,665,415	0.46%	590,654	0.009%	—	Dec 2023	Shares	Sole	2026-05-11
Large Allspring Global Investments Holdings, LLC	$11,361,365	0.45%	575,259	0.009%	—	Dec 2021	Shares	Defined	2026-05-05
Mid Crossmark Global Holdings, Inc.	$11,236,883	0.44%	476,543	0.008%	—	≤ Mar 2020	Shares	Sole	2026-07-16
Mid Alphadyne Asset Management LP	$11,235,775	0.44%	568,900	0.009%	—	Mar 2026	Put	Sole	2026-05-15
Large STIFEL FINANCIAL CORP	$11,055,851	0.44%	559,790	0.009%	—	≤ Mar 2020	Shares	Defined	2026-05-12
Large QRG CAPITAL MANAGEMENT, INC.	$9,638,089	0.38%	408,740	0.006%	—	Sep 2023	Shares	Sole	2026-07-14
Large Cerity Partners LLC	$9,375,423	0.37%	474,705	0.007%	—	Dec 2021	Shares	Other	2026-05-15
Mega LPL Financial LLC	$9,258,661	0.37%	468,793	0.007%	—	≤ Mar 2020	Shares	Sole	2026-05-06
Large Qube Research & Technologies Ltd	$9,078,206	0.36%	459,656	0.007%	—	≤ Mar 2020	Shares	Sole	2026-05-15
Large WESTFIELD CAPITAL MANAGEMENT CO LP	$9,037,284	0.36%	457,584	0.007%	—	Jun 2025	Shares	Sole	2026-05-11
Large CIBC WORLD MARKET INC.	$8,943,985	0.35%	452,860	0.007%	—	≤ Mar 2020	Shares	Sole	2026-05-14
Large Boston Partners	$8,633,890	0.34%	437,159	0.007%	—	Mar 2021	Shares	Defined	2026-05-11
Large Mariner, LLC	$8,594,963	0.34%	435,188	0.007%	—	Sep 2021	Shares	Other	2026-05-13
Large SEI INVESTMENTS CO	$8,526,529	0.34%	431,723	0.007%	—	≤ Mar 2020	Shares	Sole	2026-05-13
Large FEDERATED HERMES, INC.	$8,154,221	0.32%	412,872	0.006%	—	Jun 2021	Shares	Defined	2026-05-11
Mid Moran Wealth Management, LLC	$7,996,162	0.32%	404,869	0.006%	—	Dec 2023	Shares	Defined	2026-04-27
Small Ramirez Asset Management, Inc.	$7,955,517	0.31%	402,811	0.006%	—	Sep 2023	Shares	Sole	2026-05-12
Mega RAYMOND JAMES FINANCIAL INC	$7,945,641	0.31%	402,311	0.006%	—	Dec 2024	Shares	Defined	2026-05-14
Mid Ethic Inc.	$7,934,463	0.31%	401,745	0.006%	—	≤ Mar 2020	Shares	Sole	2026-04-27
Large &PARTNERS	$7,238,710	0.29%	366,517	0.006%	—	Jun 2024	Shares	Sole	2026-05-15
Large TORONTO DOMINION BANK Bank	$6,476,222	0.26%	327,910	0.005%	—	Dec 2022	Shares	Defined	2026-05-15
Large US BANCORP \DE\ Bank	$6,409,150	0.25%	324,514	0.005%	—	≤ Mar 2020	Shares	Defined	2026-05-15
Small Massar Capital Management, LP	$6,320,000	0.25%	320,000	0.005%	—	Jun 2025	Shares	Sole	2026-05-15
Small AUGUSTINE ASSET MANAGEMENT INC	$6,190,150	0.24%	262,517	0.004%	—	Dec 2023	Shares	Sole	2026-07-13
Mid CCM INVESTMENT ADVISERS LLC	$6,038,799	0.24%	305,762	0.005%	—	Mar 2026	Shares	Sole	2026-05-20
Mid Gradient Investments LLC	$5,926,620	0.23%	251,341	0.004%	—	Sep 2022	Shares	Sole	2026-07-08
Mid EAGLE GLOBAL ADVISORS LLC	$5,806,500	0.23%	294,000	0.005%	—	Jun 2023	Shares	Sole	2026-05-15
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC	$5,741,285	0.23%	290,698	0.005%	—	≤ Mar 2020	Shares	Sole	2026-05-15
Large Cetera Investment Advisers	$5,627,150	0.22%	284,919	0.004%	—	Jun 2021	Shares	Sole	2026-05-13
Mid SIGNATUREFD, LLC	$5,554,316	0.22%	235,552	0.004%	—	≤ Mar 2020	Shares	Sole	2026-07-24
Mid QUADRANT CAPITAL GROUP LLC	$5,549,374	0.22%	280,981	0.004%	—	≤ Mar 2020	Shares	Sole	2026-05-13
Mid FACTORY MUTUAL INSURANCE CO Insurance	$5,433,586	0.21%	230,432	0.004%	—	Sep 2025	Shares	Sole	2026-07-21
Large HighTower Advisors, LLC	$5,406,641	0.21%	273,754	0.004%	—	≤ Mar 2020	Shares	Sole	2026-05-05
Mega CITADEL ADVISORS LLC	$5,243,723	0.21%	265,505	0.004%	—	≤ Mar 2020	Shares	Defined	2026-05-15
Large Vident Advisory, LLC	$5,134,445	0.20%	259,972	0.004%	—	Sep 2023	Shares	Defined	2026-05-15
Mid Callan Family Office, LLC Family Office	$5,049,443	0.20%	255,668	0.004%	—	Dec 2024	Shares	Sole	2026-05-13
Mega ROYAL BANK OF CANADA Bank	$5,014,326	0.20%	253,890	0.004%	—	≤ Mar 2020	Shares	Defined	2026-05-15
Small Gilman Hill Asset Management, LLC	$4,988,820	0.20%	211,570	0.003%	—	≤ Mar 2020	Shares	Sole	2026-07-09
Large ASSETMARK, INC	$4,865,274	0.19%	246,343	0.004%	—	≤ Mar 2020	Shares	Sole	2026-05-06
Mid Laird Norton Wetherby Trust Company, LLC Bank	$4,652,507	0.18%	235,570	0.004%	—	Dec 2025	Shares	Sole	2026-05-15
Mega AMERIPRISE FINANCIAL INC	$4,646,977	0.18%	235,290	0.004%	—	≤ Mar 2020	Shares	Defined	2026-05-15
Mega CITIGROUP INC	$4,510,663	0.18%	228,388	0.004%	—	≤ Mar 2020	Shares	Defined	2026-05-11
Mid Allianz SE	$4,383,907	0.17%	221,970	0.003%	—	Mar 2025	Shares	Defined	2026-05-11
Mid Vise Technologies, Inc.	$4,121,963	0.16%	208,707	0.003%	—	Mar 2022	Shares	Sole	2026-04-21
Mega PNC FINANCIAL SERVICES GROUP, INC.	$4,046,733	0.16%	204,898	0.003%	—	≤ Mar 2020	Shares	Defined	2026-05-08
Mid Vanguard Personalized Indexing Management, LLC	$3,960,546	0.16%	200,534	0.003%	—	≤ Mar 2020	Shares	Sole	2026-05-14
Mid PARK AVENUE SECURITIES LLC Broker-Dealer	$3,907,819	0.15%	165,726	0.003%	—	≤ Mar 2020	Shares	Sole	2026-07-20
Large MML INVESTORS SERVICES, LLC	$3,831,934	0.15%	194,022	0.003%	—	≤ Mar 2020	Shares	Defined	2026-05-04
Mega FIRST TRUST ADVISORS LP	$3,831,223	0.15%	193,986	0.003%	—	Dec 2024	Shares	Sole	2026-05-13
Large Russell Investments Group, Ltd.	$3,814,436	0.15%	193,136	0.003%	—	Jun 2021	Shares	Defined	2026-05-08
Mid Calamos Wealth Management LLC	$3,659,280	0.14%	185,280	0.003%	—	Mar 2025	Shares	Sole	2026-05-04
Large Calamos Advisors LLC	$3,659,280	0.14%	185,280	0.003%	—	Sep 2020	Shares	Sole	2026-05-04
Mid Caprock Group, LLC	$3,517,122	0.14%	149,157	0.002%	—	≤ Mar 2020	Shares	Sole	2026-07-27
Mid EVERGREEN CAPITAL MANAGEMENT LLC	$3,511,038	0.14%	148,899	0.002%	—	≤ Mar 2020	Shares	Other	2026-07-23
Large MERCER GLOBAL ADVISORS INC /ADV	$3,495,552	0.14%	176,990	0.003%	—	≤ Mar 2020	Shares	Sole	2026-05-15
Micro XY Capital Ltd	$3,468,258	0.14%	175,608	0.003%	—	Dec 2022	Shares	Sole	2026-05-12
Mid Aquatic Capital Management LLC	$3,259,638	0.13%	165,045	0.003%	—	Dec 2021	Shares	Sole	2026-05-15
Large Point72 Asset Management, L.P.	$3,142,225	0.12%	159,100	0.003%	—	Dec 2023	Shares	Defined	2026-05-15
Mid GREENLEAF TRUST	$3,106,758	0.12%	131,754	0.002%	—	≤ Mar 2020	Shares	Sole	2026-07-21
Mid BTC Capital Management, Inc.	$3,010,386	0.12%	127,667	0.002%	—	≤ Mar 2020	Shares	Sole	2026-07-16
Large IEQ CAPITAL, LLC	$2,873,447	0.11%	145,491	0.002%	—	Mar 2022	Shares	Other	2026-05-15
Large CAPTRUST FINANCIAL ADVISORS	$2,864,974	0.11%	145,062	0.002%	—	≤ Mar 2020	Shares	Sole	2026-05-15
Mega NEUBERGER BERMAN GROUP LLC	$2,811,945	0.11%	142,377	0.002%	—	Sep 2022	Shares	Defined	2026-05-14
Mid Advisors Asset Management, Inc.	$2,756,902	0.11%	139,590	0.002%	—	≤ Mar 2020	Shares	Sole	2026-05-15
Small PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$2,727,099	0.11%	138,081	0.002%	—	Dec 2024	Shares	Sole	2026-05-04
Mid RITHOLTZ WEALTH MANAGEMENT	$2,692,399	0.11%	136,324	0.002%	—	≤ Mar 2020	Shares	Sole	2026-04-20
Small Naviter Wealth, LLC	$2,684,913	0.11%	135,945	0.002%	—	Jun 2022	Shares	Sole	2026-04-10
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2,657,461	0.10%	134,555	0.002%	—	Dec 2025	Shares	Defined	2026-05-13
Small Integrated Quantitative Investments LLC	$2,582,549	0.10%	130,762	0.002%	—	Sep 2025	Shares	Sole	2026-05-13
Mid Sequoia Financial Advisors, LLC	$2,576,798	0.10%	109,279	0.002%	—	Jun 2020	Shares	Sole	2026-07-17
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Key facts CIK 1022837 CUSIP 86562M209 13F (30d) 152 filings 142 filers Visit website