What percentage of SMFG is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of Sumitomo Mitsui Financial Group, Inc. stands at 2.5%, held across 431 reporting institutions.

Who is the largest institutional holder of SMFG?

MORGAN STANLEY is the largest reported institutional holder of SMFG, with approximately 22,958,371 shares worth $0.45B as of Q1 2026.

Is SMFG a hedge fund favorite?

Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SMFG, including Fisher Asset Management, LLC, RENAISSANCE TECHNOLOGIES LLC.

What is SMFG's Smart Money Score?

Our composite Smart Money Score for SMFG is 57 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought SMFG this quarter?

67 institutions opened new positions in SMFG during Q1 2026, while 49 fully exited. 272 added to existing positions and 87 trimmed.

How is institutional ownership of SMFG changing?

SMFG institutional ownership rose by 0.16 percentage points quarter-over-quarter, with a net change of +18 holders.

How concentrated is SMFG ownership among the top holders?

The top 10 institutions account for 63.0% of all reported 13F value in SMFG, and the top 25 account for 78.0%.

Where does this SMFG institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

Sumitomo Mitsui Financial Group, Inc. (SMFG) Institutional Ownership Q1 2026 | Top 13F Holders

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Sumitomo Mitsui Financial Group, Inc. (SMFG) Institutional Ownership Q1 2026 | Top 13F Holders | VCP Scanner

Top Institutional Holders of SMFG

Ranked by reported Q1 2026 13F market value

Top 10 Holders

63.0%

Top 25 Holders

78.0%

Share of total reported institutional value in SMFG held by the largest 10 / 25 filers.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	MORGAN STANLEY	23.0M	$453.4M	+6.6%	0.602%	0.03%
2	FMR LLC	12.6M	$248.2M	+2.6%	0.329%	0.01%
3	GOLDMAN SACHS GROUP INC	10.7M	$211.5M	-2.6%	0.281%	0.02%
4	BlackRock, Inc.	7.7M	$151.7M	+7.3%	0.201%	0.00%
5	NORTHERN TRUST CORP	6.2M	$122.2M	+1.5%	0.162%	0.02%
6	Clark Capital Management Group, Inc.	3.8M	$74.7M	-7.9%	0.099%	0.46%
7	Fisher Asset Management, LLC	3.2M	$63.1M	+94.1%	0.084%	0.02%
8	DIMENSIONAL FUND ADVISORS LP	3.1M	$61.0M	+7.6%	0.081%	0.01%
9	AMERICAN CENTURY COMPANIES INC	3.0M	$59.4M	+28.4%	0.079%	0.03%
10	ENVESTNET ASSET MANAGEMENT INC	2.2M	$43.5M	+7.0%	0.058%	0.01%
11	WELLS FARGO & COMPANY/MN	2.2M	$42.7M	+0.4%	0.057%	0.01%
12	BANK OF AMERICA CORP /DE/	1.8M	$36.5M	+20.9%	0.048%	0.00%
13	RENAISSANCE TECHNOLOGIES LLC	1.7M	$34.5M	-9.1%	0.046%	0.05%
14	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	1.7M	$33.8M	—	0.045%	0.46%
15	Quantinno Capital Management LP	1.6M	$31.9M	+17.9%	0.042%	0.05%
16	Capital Wealth Planning, LLC	1.3M	$25.8M	+20.5%	0.034%	0.14%
17	CAUSEWAY CAPITAL MANAGEMENT LLC	1.3M	$25.0M	+7.6%	0.033%	0.31%
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.1M	$21.5M	+23.0%	0.029%	0.00%
19	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	855K	$16.9M	+16.0%	0.022%	0.01%
20	AQR CAPITAL MANAGEMENT LLC	845K	$16.7M	+31.1%	0.022%	0.01%
21	Creative Planning	765K	$15.1M	+15.3%	0.020%	0.01%
22	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	741K	$14.6M	+7.0%	0.019%	0.07%
23	Bank of New York Mellon Corp	740K	$14.6M	+4.0%	0.019%	0.00%
24	ANDERSON HOAGLAND & CO	725K	$14.3M	-0.3%	0.019%	1.23%
25	UBS Group AG	635K	$12.5M	-13.1%	0.017%	0.00%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SMFG — a direct measure of their conviction.

SMFG Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

Quarter	Inst. Holders	Δ Holders	Ownership %	Δ Ownership	Total 13F Value	Δ Value
Q1 2026	431	+4.4%	2.54%	+0.16 pp	$2.36B	+6.7%
Q4 2025	413	+7.6%	2.38%	+0.31 pp	$2.22B	+15%
Q3 2025	384	+3.2%	2.07%	+0.14 pp	$1.93B	+7.0%
Q2 2025	372	+6.3%	1.93%	+0.03 pp	$1.80B	+1.5%
Q1 2025	350	+2.9%	1.90%	+0.34 pp	$1.77B	+22%
Q4 2024	340	+4.3%	1.56%	+0.35 pp	$1.45B	+29%
Q3 2024	326	+3.2%	1.21%	0.44 pp	$1.13B	27%
Q2 2024	316	—	1.65%	—	$1.53B	—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

Sumitomo Mitsui Financial Group, Inc. (SMFG) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of SMFG

Quarterly Institutional Activity

New Buyers

Exited Positions

SMFG Institutional Ownership by Quarter

SMFG — Frequently Asked Questions