Sumitomo Mitsui Ownership | Who Owns Sumitomo Mitsui?

Sumitomo Mitsui Ownership Summary

Sumitomo Mitsui is owned by 0.41% institutional investors, and 99.59% retail investors. Morgan stanley is the largest institutional shareholder, holding 0.55% of SMFG shares. Russell Investments Core Equity SMA is the top mutual fund, with 0.23% of its assets in Sumitomo Mitsui shares.

SMFG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sumitomo Mitsui	0.41%	-	99.59%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Diversified Banks Stocks	23.85%	0.77%	75.38%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Morgan stanley	21.14M	0.55%	$353.83M
Blackrock	6.83M	0.51%	$91.58M
Goldman sachs group	10.84M	0.28%	$181.41M
Fmr	10.77M	0.28%	$180.33M
Cowen and company	2.80M	0.21%	$37.56M
Blackrock funding, inc. /de	7.11M	0.18%	$119.08M
Northern trust	5.74M	0.15%	$96.14M
Clark capital management group	4.14M	0.11%	$69.36M
Bank of america corp /de/	1.18M	0.09%	$15.79M
Dimensional fund advisors lp	2.89M	0.07%	$48.31M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ramirez asset management	686.27K	1.60%	$11.49M
Anderson hoagland	733.06K	1.10%	$12.27M
Myriad asset management us lp	116.63K	1.06%	$1.95M
Cowen and company	2.80M	1.03%	$37.56M
Augustine asset management	265.07K	0.89%	$4.44M
Xy capital	69.51K	0.61%	$1.16M
Gilman hill asset management	222.46K	0.58%	$3.72M
Massar capital management, lp	200.00K	0.44%	$3.35M
Clark capital management group	4.14M	0.43%	$69.36M
Dorsey wright & associates	97.31K	0.35%	$1.47M

Top Buyers

Holder	Shares	% Assets	Change
Toronto dominion bank	1.37M	0.04%	1.37M
Fmr	10.77M	0.01%	1.09M
Voloridge investment management	837.40K	0.05%	837.40K
Causeway capital management	800.90K	0.18%	499.11K
Tudor investment corp et al	927.18K	0.03%	490.89K

Top Sellers

Holder	Shares	% Assets	Change
Morgan stanley	21.14M	0.02%	-10.12M
Cowen investment management	-	-	-3.30M
Clark capital management group	4.14M	0.43%	-2.37M
Jpmorgan chase	537.44K	0.00%	-653.12K
Healthcare of ontario pension plan trust fund	-	-	-615.80K

New Positions

Holder	Shares	% Assets	Change	Value
Toronto dominion bank	1.37M	0.04%	1.37M	$22.93M
Voloridge investment management	837.40K	0.05%	837.40K	$14.02M
Factory mutual insurance	188.99K	0.03%	188.99K	$3.16M
Caprock group	151.33K	0.06%	151.33K	$2.48M
Y-intercept (hong kong)	126.56K	0.05%	126.56K	$2.12M

Sold Out

Holder	Change
Northwest financial advisors	-2.00
West branch capital	-8.00
Sachetta	-8.00
Opal wealth advisors	-16.00
High note wealth	-25.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	203	-44.69%	15,808,758	-79.38%	-	10.42%	109	-46.83%	51	-55.26%
Jun 30, 2025	371	3.63%	119,927,446	2.24%	3	34.84%	208	1.96%	115	15.00%
Mar 31, 2025	356	1.71%	117,201,751	14.57%	2	44.08%	203	3.05%	100	-1.96%
Dec 31, 2024	307	-7.53%	93,005,161	-0.41%	2	41.98%	171	-8.06%	90	-12.62%
Sep 30, 2024	328	2.18%	93,443,190	-1.82%	2	40.61%	184	3.37%	102	-1.92%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Russell Investments Core Equity SMA	14.75M	0.23%	-
Clark Navigator International Equity/ADR	6.58M	0.10%	-14.58K
Avantis International Equity ETF	1.54M	0.02%	5.26K
Dimensional International Value ETF	1.03M	0.02%	-
Invesco International Div Achiev ETF	944.30K	0.01%	-
Dimensional International Cr Eq Mkt ETF	880.89K	0.01%	-
Amplify CWP International Enh Div IncETF	701.27K	0.01%	6.58K
Morgan Stanley Gl Concentrated Eq Comp	613.28K	0.01%	-309.60K
Morgan Stanley Instl Glbl Concntr R6	613.28K	0.01%	-309.60K
Morgan Stanley Global Con Eq Wrap Comp	613.28K	0.01%	-309.60K

SMFG Ownership FAQ

Who Owns Sumitomo Mitsui?

Sumitomo Mitsui shareholders are primarily institutional investors at 0.41%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Sumitomo Mitsui's industry, Diversified Banks Stocks, is 23.85%, which Sumitomo Mitsui falls below.

Who owns the most shares of Sumitomo Mitsui?

Sumitomo Mitsui’s largest shareholders are Morgan stanley (21.14M shares, 0.55%), Blackrock (6.83M shares, 0.51%), and Goldman sachs group (10.84M shares, 0.28%). Together, they hold 1.34% of Sumitomo Mitsui’s total shares outstanding.

Does Blackrock own Sumitomo Mitsui?

Yes, BlackRock owns 0.51% of Sumitomo Mitsui, totaling 6.83M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 91.58M$. In the last quarter, BlackRock increased its holdings by 208.03K shares, a 3.14% change.

Who is Sumitomo Mitsui’s biggest shareholder by percentage of total assets invested?

Ramirez asset management is Sumitomo Mitsui’s biggest shareholder by percentage of total assets invested, with 1.60% of its assets in 686.27K Sumitomo Mitsui shares, valued at 11.49M$.

Who is the top mutual fund holder of Sumitomo Mitsui shares?

Russell Investments Core Equity SMA is the top mutual fund holder of Sumitomo Mitsui shares, with 0.23% of its total shares outstanding invested in 14.75M Sumitomo Mitsui shares.

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