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