Sumitomo Mitsui Ownership | Who Owns Sumitomo Mitsui?


OverviewForecastChart

Sumitomo Mitsui Ownership Summary


Sumitomo Mitsui is owned by 3.10% institutional investors, and 96.90% retail investors. Morgan stanley is the largest institutional shareholder, holding 1.01% 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


TypeName% Inst% Insiders% Retail
StockSumitomo Mitsui3.10%-96.90%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryDiversified Banks Stocks39.43%0.80%59.78%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Morgan stanley13.47M1.01%$180.60M
Blackrock6.83M0.51%$91.58M
Goldman sachs group11.22M0.29%$162.55M
Fmr8.38M0.21%$121.47M
Northern trust2.80M0.21%$37.61M
Cowen and company2.80M0.21%$37.56M
Blackrock funding, inc. /de6.87M0.18%$103.77M
Clark capital management group6.52M0.17%$98.48M
Bank of america corp /de/1.18M0.09%$15.79M
Dimensional fund advisors lp2.90M0.07%$42.01M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Myriad asset management us lp169.49K1.70%$2.56M
Ramirez asset management505.87K1.16%$7.64M
Anderson hoagland788.85K1.14%$11.92M
Cowen and company2.80M1.03%$37.56M
Augustine asset management254.70K0.97%$3.69M
Clark capital management group6.52M0.68%$98.48M
Seldon capital lp92.89K0.61%$1.40M
Gilman hill asset management208.59K0.53%$3.02M
Dorsey wright & associates97.31K0.35%$1.47M
Naviter wealth143.52K0.29%$1.92M

Top Buyers

HolderShares% AssetsChange
Morgan stanley13.47M0.01%1.34M
Fmr8.38M0.01%1.19M
Fisher asset management1.36M0.01%785.44K
Brinker capital investments709.71K0.20%609.21K
Westfield capital management co lp541.88K0.03%541.88K

Top Sellers

HolderShares% AssetsChange
Cowen investment management---3.30M
Wells fargo & company/mn2.08M0.01%-1.20M
Healthcare of ontario pension plan trust fund---615.80K
Simplicity wealth---450.45K
Arrowstreet capital, limited partnership---409.58K

New Positions

HolderShares% AssetsChangeValue
Westfield capital management co lp541.88K0.03%541.88K$8.19M
Tudor investment corp et al436.29K0.01%436.29K$6.59M
First trust advisors lp309.46K0.00%309.46K$4.48M
Point72 asset management254.67K0.01%254.67K$3.85M
Myriad asset management us lp169.49K1.70%169.49K$2.56M

Sold Out

HolderChange
Northwest financial advisors-2.00
West branch capital-8.00
Sachetta-8.00
Opal wealth advisors-16.00
American national bank-33.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20253713.63%119,927,4462.24%334.84%2081.96%11515.00%
Mar 31, 20253561.71%117,201,75114.57%244.08%2033.05%100-1.96%
Dec 31, 2024307-7.53%93,005,161-0.41%241.98%171-8.06%90-12.62%
Sep 30, 20243282.18%93,443,190-1.82%240.61%1843.37%102-1.92%
Jun 30, 20243203.23%95,161,4531.06%714.28%1770.57%1039.57%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Russell Investments Core Equity SMA14.75M0.23%-
Clark Navigator International Equity/ADR6.58M0.10%-14.58K
Avantis International Equity ETF1.45M0.02%2.06K
Dimensional International Value ETF1.03M0.02%-
Invesco International Div Achiev ETF949.71K0.01%-
Morgan Stanley Instl Glbl Concntr R6922.88K0.01%522.08K
Dimensional International Cr Eq Mkt ETF880.89K0.01%-
Amplify CWP International Enh Div IncETF651.89K0.01%-
Morgan Stanley Gl Concentrated Eq Comp613.28K0.01%-309.60K
Morgan Stanley Global Con Eq Wrap Comp613.28K0.01%-309.60K

SMFG Ownership FAQ


Who Owns Sumitomo Mitsui?

Sumitomo Mitsui shareholders are primarily institutional investors at 3.10%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Sumitomo Mitsui's industry, Diversified Banks Stocks, is 39.43%, which Sumitomo Mitsui falls below.

Who owns the most shares of Sumitomo Mitsui?

Sumitomo Mitsui’s largest shareholders are Morgan stanley (13.47M shares, 1.01%), Blackrock (6.83M shares, 0.51%), and Goldman sachs group (11.22M shares, 0.29%). Together, they hold 1.81% 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?

Myriad asset management us lp is Sumitomo Mitsui’s biggest shareholder by percentage of total assets invested, with 1.70% of its assets in 169.49K Sumitomo Mitsui shares, valued at 2.56M$.

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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