Sumitomo Mitsui Financial Group, Inc. (SMFG) Institutional OwnershipQ2 2026 13F Data|Updated 2026-11-07
Institutional ownership increased this quarter (+0.26 pp), though top 10 holders maintain a highly concentrated 61.3% of institutional value.
Ranked by reported Q2 2026 13F market value
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 | 25.1M | $592.2M | +9.4% | 0.648% | 0.03% |
| 2 | FMR LLC | 13.9M | $328.6M | +10.9% | 0.360% | 0.01% |
| 3 | GOLDMAN SACHS GROUP INC | 10.8M | $255.0M | +1.0% | 0.279% | 0.02% |
| 4 | BlackRock, Inc. | 7.9M | $185.2M | +2.3% | 0.203% | 0.00% |
| 5 | Fisher Asset Management, LLC | 6.3M | $148.4M | +96.8% | 0.162% | 0.04% |
| 6 | NORTHERN TRUST CORP | 6.2M | $145.2M | -0.5% | 0.159% | 0.02% |
| 7 | Clark Capital Management Group, Inc. | 3.8M | $90.3M | +1.3% | 0.099% | 0.49% |
| 8 | AMERICAN CENTURY COMPANIES INC | 3.5M | $82.4M | +16.1% | 0.090% | 0.04% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 3.1M | $74.0M | +1.6% | 0.081% | 0.01% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 2.3M | $53.4M | +2.8% | 0.058% | 0.01% |
| 11 | WELLS FARGO & COMPANY/MN | 2.1M | $50.6M | -0.7% | 0.055% | 0.01% |
| 12 | Quantinno Capital Management LP | 2.1M | $50.5M | +32.7% | 0.055% | 0.06% |
| 13 | BANK OF AMERICA CORP /DE/ | 1.8M | $42.0M | -3.5% | 0.046% | 0.00% |
| 14 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.7M | $40.3M | -0.1% | 0.044% | 0.49% |
| 15 | Capital Wealth Planning, LLC | 1.7M | $39.1M | +27.1% | 0.043% | 0.20% |
| 16 | JPMORGAN CHASE & CO | 1.5M | $36.2M | +66.2% | 0.039% | 0.00% |
| 17 | CAUSEWAY CAPITAL MANAGEMENT LLC | 1.4M | $32.8M | +9.9% | 0.036% | 0.36% |
| 18 | AQR CAPITAL MANAGEMENT LLC | 1.3M | $31.6M | +58.6% | 0.035% | 0.01% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $29.3M | +14.2% | 0.032% | 0.00% |
| 20 | JANE STREET GROUP, LLC | 1.2M | $29.1M | -2.1% | 0.032% | 0.00% |
| 21 | CITADEL ADVISORS LLC | 1.1M | $26.9M | -55.5% | 0.030% | 0.00% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.0M | $24.4M | +7475.5% | 0.027% | 0.00% |
| 23 | RENAISSANCE TECHNOLOGIES LLC | 1.0M | $24.1M | -41.5% | 0.026% | 0.03% |
| 24 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.0M | $24.1M | +19.7% | 0.026% | 0.01% |
| 25 | Creative Planning | 884K | $20.8M | +15.6% | 0.023% | 0.01% |
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.
Filings activity in SMFG during Q2 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 461 | +4.3% | 3.52% | +0.26 pp | $3.19B | +29% |
| Q1 2026 | 442 | +6.8% | 3.26% | +0.20 pp | $2.48B | +8.5% |
| Q4 2025 | 414 | +7.5% | 3.06% | +0.06 pp | $2.28B | +18% |
| Q3 2025 | 385 | +3.5% | 3.00% | 0.09 pp | $1.93B | +7.0% |
| Q2 2025 | 372 | +6.3% | 3.09% | +0.06 pp | $1.80B | +1.5% |
| Q1 2025 | 350 | +2.9% | 3.03% | +0.39 pp | $1.77B | +22% |
| Q4 2024 | 340 | +4.3% | 2.64% | +0.24 pp | $1.45B | +29% |
| Q3 2024 | 326 | — | 2.40% | — | $1.13B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SMFG stock.
Based on Q2 2026 13F filings, institutional ownership of Sumitomo Mitsui Financial Group, Inc. stands at 3.5%, held across 461 reporting institutions.
MORGAN STANLEY is the largest reported institutional holder of SMFG, with approximately 25,112,524 shares worth $0.59B as of Q2 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of SMFG, including Fisher Asset Management, LLC, JANE STREET GROUP, LLC, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SMFG is 76 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
59 institutions opened new positions in SMFG during Q2 2026, while 41 fully exited. 353 added to existing positions and 36 trimmed.
SMFG institutional ownership rose by 0.26 percentage points quarter-over-quarter, with a net change of +19 holders.
The top 10 institutions account for 61.3% of all reported 13F value in SMFG, and the top 25 account for 77.0%.
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.