Who Holds Sumitomo Mitsui Financial Group, Inc. (SMFG)? 458 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 458 holders, $3.1 billion in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| MORGAN STANLEY | 25,112,524 | $592 million | +9% | 13F |
| FMR LLC | 13,937,223 | $329 million | +11% | 13F |
| GOLDMAN SACHS GROUP INC | 10,814,662 | $255 million | +1% | 13F |
| BlackRock, Inc. | 7,854,802 | $185 million | +2% | 13F |
| Fisher Asset Management, LLC | 6,291,379 | $148 million | +97% | 13F |
| NORTHERN TRUST CORP | 6,158,454 | $145 million | -1% | 13F |
| Clark Capital Management Group, Inc. | 3,831,212 | $90 million | +1% | 13F |
| AMERICAN CENTURY COMPANIES INC | 3,493,982 | $82 million | +16% | 13F |
| DIMENSIONAL FUND ADVISORS LP | 3,139,702 | $74 million | +2% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 2,263,530 | $53 million | +3% | 13F |
| WELLS FARGO & COMPANY/MN | 2,146,202 | $51 million | -1% | 13F |
| Quantinno Capital Management LP | 2,143,555 | $51 million | +33% | 13F |
| BANK OF AMERICA CORP /DE/ | 1,781,736 | $42 million | -3% | 13F |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1,709,700 | $40 million | 0% | 13F |
| Capital Wealth Planning, LLC | 1,659,962 | $39 million | +27% | 13F |
| JPMORGAN CHASE & CO | 1,525,928 | $36 million | +66% | 13F |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 1,392,610 | $33 million | +10% | 13F |
| AQR CAPITAL MANAGEMENT LLC | 1,340,654 | $32 million | +59% | 13F |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,244,470 | $29 million | +14% | 13F |
| RENAISSANCE TECHNOLOGIES LLC | 1,023,572 | $24 million | -41% | 13F |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,022,557 | $24 million | +20% | 13F |
| Creative Planning | 883,657 | $21 million | +16% | 13F |
| Calamos Advisors LLC | 802,736 | $19 million | +333% | 13F |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 791,559 | $19 million | +7% | 13F |
| Bank of New York Mellon Corp | 781,157 | $18 million | +6% | 13F |
| ROYAL BANK OF CANADA | 765,357 | $18 million | +201% | 13F |
| UBS Group AG | 733,542 | $17 million | +15% | 13F |
| ANDERSON HOAGLAND & CO | 717,018 | $17 million | -1% | 13F |
| CCM INVESTMENT ADVISERS LLC | 677,598 | $16 million | +122% | 13F |
| Invesco Ltd. | 628,286 | $15 million | +1% | 13F |
| Pathstone Holdings, LLC | 597,092 | $14 million | +1% | 13F |
| STIFEL FINANCIAL CORP | 570,629 | $13 million | +2% | 13F |
| Allspring Global Investments Holdings, LLC | 540,271 | $13 million | -6% | 13F |
| LPL Financial LLC | 500,370 | $12 million | +7% | 13F |
| Cerity Partners LLC | 493,964 | $12 million | +4% | 13F |
| BANK OF MONTREAL /CAN/ | 486,147 | $11 million | +1101% | 13F |
| Mariner, LLC | 478,697 | $11 million | +10% | 13F |
| Crossmark Global Holdings, Inc. | 476,543 | $11 million | +0% | 13F |
| Boston Partners | 468,247 | $11 million | +7% | 13F |
| Ethic Inc. | 461,574 | $11 million | +15% | 13F |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 456,612 | $11 million | 0% | 13F |
| RAYMOND JAMES FINANCIAL INC | 450,625 | $11 million | +12% | 13F |
| Ramirez Asset Management, Inc. | 446,780 | $11 million | +11% | 13F |
| SEI INVESTMENTS CO | 439,633 | $10 million | +2% | 13F |
| CIBC WORLD MARKET INC. | 437,164 | $10 million | -3% | 13F |
| FEDERATED HERMES, INC. | 414,866 | $10 million | +0% | 13F |
| QRG CAPITAL MANAGEMENT, INC. | 408,740 | $10 million | +18% | 13F |
| &PARTNERS | 366,043 | $9 million | 0% | 13F |
| Moran Wealth Management, LLC | 336,966 | $8 million | -17% | 13F |
| US BANCORP \DE\ | 329,155 | $8 million | +1% | 13F |
| Allianz SE | 324,970 | $8 million | +46% | 13F |
| EAGLE GLOBAL ADVISORS LLC | 320,000 | $8 million | +9% | 13F |
| ASSETMARK, INC | 317,252 | $7 million | +29% | 13F |
| Cetera Investment Advisers | 288,600 | $7 million | +1% | 13F |
| QUADRANT CAPITAL GROUP LLC | 280,724 | $7 million | 0% | 13F |
| Callan Family Office, LLC | 266,254 | $6 million | +4% | 13F |
| AUGUSTINE ASSET MANAGEMENT INC | 262,517 | $6 million | -1% | 13F |
| Vident Advisory, LLC | 260,095 | $6 million | +0% | 13F |
| MML INVESTORS SERVICES, LLC | 258,736 | $6 million | +33% | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 252,927 | $6 million | +160% | 13F |
| Gradient Investments LLC | 251,341 | $6 million | +6% | 13F |
| AMERIPRISE FINANCIAL INC | 249,596 | $6 million | +6% | 13F |
| HighTower Advisors, LLC | 249,369 | $6 million | -9% | 13F |
| Vise Technologies, Inc. | 248,161 | $6 million | +19% | 13F |
| CITIGROUP INC | 242,046 | $6 million | +6% | 13F |
| Russell Investments Group, Ltd. | 238,293 | $6 million | +23% | 13F |
| SIGNATUREFD, LLC | 235,552 | $6 million | +5% | 13F |
| Laird Norton Wetherby Trust Company, LLC | 231,955 | $6 million | -2% | 13F |
| FACTORY MUTUAL INSURANCE CO | 230,432 | $5 million | +0% | 13F |
| Gilman Hill Asset Management, LLC | 211,570 | $5 million | +2% | 13F |
| PNC Financial Services Group, Inc. | 211,424 | $5 million | +3% | 13F |
| Calamos Wealth Management LLC | 206,378 | $5 million | +11% | 13F |
| Vanguard Personalized Indexing Management, LLC | 204,401 | $5 million | +2% | 13F |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 196,100 | $5 million | -33% | 13F |
| FIRST TRUST ADVISORS LP | 188,474 | $4 million | -3% | 13F |
| JONES FINANCIAL COMPANIES LLLP | 173,711 | $4 million | +67% | 13F |
| MERCER GLOBAL ADVISORS INC /ADV | 175,094 | $4 million | -1% | 13F |
| Naviter Wealth, LLC | 172,721 | $4 million | +27% | 13F |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 163,993 | $4 million | New | 13F |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 163,083 | $4 million | +1095% | 13F |
| IEQ CAPITAL, LLC | 162,467 | $4 million | +12% | 13F |
| NEUBERGER BERMAN GROUP LLC | 159,544 | $4 million | +12% | 13F |
| DJE Kapital AG | 94,049 | $4 million | -6% | 13F |
| Nuveen, LLC | 155,052 | $4 million | New | 13F |
| Caprock Group, LLC | 149,157 | $4 million | +2% | 13F |
| EVERGREEN CAPITAL MANAGEMENT LLC | 148,899 | $4 million | +38% | 13F |
| BAROMETER CAPITAL MANAGEMENT INC. | 143,600 | $3 million | +13% | 13F |
| Advisors Asset Management, Inc. | 141,675 | $3 million | +1% | 13F |
| RITHOLTZ WEALTH MANAGEMENT | 139,625 | $3 million | +2% | 13F |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 138,754 | $3 million | +0% | 13F |
| CAPTRUST FINANCIAL ADVISORS | 137,775 | $3 million | -5% | 13F |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 134,555 | $3 million | +0% | 13F |
| GREENLEAF TRUST | 131,754 | $3 million | -3% | 13F |
| Diversify Advisory Services, LLC | 116,391 | $3 million | New | 13F |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 116,391 | $3 million | -2% | 13F |
| BTC Capital Management, Inc. | 127,667 | $3 million | +4% | 13F |
| Pekin Hardy Strauss, Inc. | 126,375 | $3 million | +5% | 13F |
| RHUMBLINE ADVISERS | 123,552 | $3 million | +8% | 13F |
| Compound Planning, Inc. | 123,073 | $3 million | +8% | 13F |
| Focus Partners Wealth | 112,556 | $3 million | +15% | 13F |
Questions and answers
- How many institutions hold Sumitomo Mitsui Financial Group, Inc.?
- 458 managers reported Sumitomo Mitsui Financial Group, Inc. on Form 13F for the quarter ended 30 June 2026, against 444 the quarter before.
- Who is the largest institutional holder of Sumitomo Mitsui Financial Group, Inc.?
- MORGAN STANLEY, with 25,112,524 shares worth $592 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Sumitomo Mitsui Financial Group, Inc. in Q2 2026?
- 65 managers reported a new position and 51 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Sumitomo Mitsui Financial Group, Inc., Q2 2026", https://app.tamarly.ai/holders/sumitomo-mitsui-financial, built from SEC EDGAR.
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