SMFG · Sumitomo Mitsui Financial Group, Inc. · Shareholders & Ownership
Market Cap
$153.11B
Shares
6.27B
Volume · Oct 20
1.55M
Avg daily vol (3M)
1.47M
Every disclosed holder of SMFG in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns SMFG
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 134,059,515 | — |
| Insiders (Forms 3, 4, 5) | 1,692,148 | — |
| 13D/G-only blocks | 74,480,400 | — |
| Registered funds (N-PORT, not summed) | 10,395,958 | — |
% Out is unavailable: a foreign private issuer reports ordinary shares, a different unit from the listed shares.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of SMFG
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Sumitomo Mitsui Trust Group, Inc.
13G
CIK 1475365 · Bank · Dec 31, 2023
Rule 13d-1(b), qualified institution
|
74,480,400 | ||
| 2 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,112,524 | ||
| 2.1 |
Global Core Portfolio
Fund
S000053787 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
|
114,758 | ||
| 3 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,937,223 | ||
| 4 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,814,662 | ||
| 5 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,854,802 | ||
| 5.1 |
iShares Dynamic Equity Active ETF
Fund
S000090468 · Registered fund · Jul 31, 2026
BlackRock ETF Trust, not summed
|
100,250 | ||
| 6 |
Fisher Asset Management, LLC
13F
CIK 850529 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,291,379 | ||
| 7 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,158,454 | ||
| 8 |
Clark Capital Management Group, Inc.
13F
CIK 1352187 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,831,212 | ||
| 9 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,493,982 | ||
| 10 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,139,702 | ||
| 10.1 |
Dimensional International Value ETF
Fund
S000070904 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
1,040,352 | ||
| 10.2 |
Dimensional International Core Equity Market ETF
Fund
S000069433 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
884,884 | ||
| 10.3 |
Dimensional International Core Equity 2 ETF
Fund
S000075152 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
512,662 | ||
| 10.4 |
Dimensional International Sustainability Core 1 ETF
Fund
S000076640 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
37,553 | ||
| 10.5 |
Dimensional World ex. U.S. Core Equity 2 ETF
Fund
S000070905 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
23,500 | ||
| 11 |
Avantis International Equity ETF
Fund
S000066456 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
2,575,031 | ||
| 12 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,263,530 | ||
| 13 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,146,202 | ||
| 14 |
Quantinno Capital Management LP
13F
CIK 1759654 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,143,555 | ||
| 15 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,781,736 | ||
| 16 |
Capital Wealth Planning, LLC
13F
CIK 1566728 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,659,962 | ||
| 17 |
Amplify CWP International Enhanced Dividend Income ETF
Fund
S000077245 · Registered fund · Jun 30, 2026
Amplify ETF Trust, not summed
|
1,651,886 | ||
| 18 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
13F
CIK 869353 · Registered investment adviser · Sep 30, 2026
|
1,599,915 | ||
| 19 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,525,928 | ||
| 20 |
CAUSEWAY CAPITAL MANAGEMENT LLC
13F
CIK 1165797 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,392,610 | ||
| 21 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,340,654 | ||
| 22 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,244,470 | ||
| 23 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,023,572 | ||
| 24 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
CIK 912938 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,022,557 | ||
| 25 |
Creative Planning
13F
CIK 1540235 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
883,657 | ||
| 26 |
NATIXIS ADVISORS, LLC
13F
CIK 1018331 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
812,854 | ||
| 27 |
Calamos Advisors LLC
13F
CIK 1316507 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
802,736 | ||
| 27.1 |
Calamos Global Opportunities Fund
Fund
S000004064 · Registered fund · Jul 31, 2026
CALAMOS INVESTMENT TRUST/IL, not summed
|
222,750 | ||
| 27.2 |
Calamos Global Equity Fund
Fund
S000015914 · Registered fund · Jul 31, 2026
CALAMOS INVESTMENT TRUST/IL, not summed
|
119,100 | ||
| 28 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
13F
CIK 1423442 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
791,559 | ||
| 29 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
781,157 | ||
| 30 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
765,357 | ||
| 31 |
|
733,542 | ||
| 32 |
ANDERSON HOAGLAND & CO
13F
CIK 791191 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
717,018 | ||
| 33 |
CCM INVESTMENT ADVISERS LLC
13F
CIK 931097 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
677,598 | ||
| 34 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
628,286 | ||
| 34.1 |
Invesco International Dividend AchieversTM ETF
Fund
S000003036 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
598,973 | ||
| 35 |
Pathstone Holdings, LLC
13F
CIK 2011612 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
597,092 | ||
| 36 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
570,629 | ||
| 37 |
Allspring Global Investments Holdings, LLC
13F
CIK 1890906 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
540,271 | ||
| 38 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
500,370 | ||
| 39 |
Cerity Partners LLC
13F
CIK 1566475 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
493,964 | ||
| 40 |
BANK OF MONTREAL /CAN/
13F
CIK 927971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
486,147 | ||
| 41 |
Mariner, LLC
13F
CIK 1373442 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
478,697 | ||
| 42 |
Crossmark Global Holdings, Inc.
13F
CIK 1539204 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
476,543 | ||
| 43 |
Boston Partners
13F
CIK 1386060 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
468,247 | ||
| 44 |
Ethic Inc.
13F
CIK 1780570 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
461,574 | ||
| 45 |
WESTFIELD CAPITAL MANAGEMENT CO LP
13F
CIK 1177719 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
456,612 | ||
| 46 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
450,625 | ||
| 47 |
Ramirez Asset Management, Inc.
13F
CIK 1992110 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
446,780 | ||
| 48 |
SEI INVESTMENTS CO
13F
CIK 350894 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
439,633 | ||
| 49 |
CIBC WORLD MARKET INC.
13F
CIK 1421224 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
437,164 | ||
| 50 |
FEDERATED HERMES, INC.
13F
CIK 1056288 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
414,866 |
2 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 520 holders
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Key facts
CIK
1022837
CUSIP
86562M209
13F (30d)
73 filings
70 filers
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