SMFG Institutional Ownership
Sumitomo Mitsui Financial Group, Inc.
1W: -4.5%
1M: -4.9%
3M: -0.4%
YTD: +30.6%
1Y: +55.1%
3Y: +168.9%
5Y: +314.5%
$25.40
+0.12 (+0.47%)
Weekly Expected Move ±4.1%
$23
$24
$25
$26
$27
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ETF Exposure
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Institutional Ownership — SMFG
507
Institutional Holders
+27 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
66
New Positions
227
Increased
137
Reduced
43
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (537 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 25,112,524 | $$638M | +2,154,153 | +9.4% | 60Q | SEC ↗ |
| 2 | FMR LLC | 13,937,223 | $$354M | +1,367,852 | +10.9% | 33Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 10,814,662 | $$275M | +106,660 | +1.0% | 15Q | SEC ↗ |
| 4 | BlackRock, Inc. | 7,854,802 | $$200M | +173,236 | +2.3% | 8Q | SEC ↗ |
| 5 | Fisher Asset Management, LLC | 6,291,379 | $$160M | +3,094,452 | +96.8% | 37Q | SEC ↗ |
| 6 | NORTHERN TRUST CORP | 6,158,454 | $$156M | -31,201 | -0.5% | 63Q | SEC ↗ |
| 7 | Clark Capital Management Group, Inc. | 3,831,212 | $$97M | +48,813 | +1.3% | 10Q | SEC ↗ |
| 8 | AMERICAN CENTURY COMPANIES INC | 3,493,982 | $$89M | +485,077 | +16.1% | 15Q | SEC ↗ |
| 9 | DIMENSIONAL FUND ADVISORS LP | 3,139,702 | $$80M | +48,961 | +1.6% | 62Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 2,263,530 | $$57M | +62,246 | +2.8% | 63Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 2,146,202 | $$55M | -14,417 | -0.7% | 63Q | SEC ↗ |
| 12 | Quantinno Capital Management LP | 2,143,555 | $$54M | +527,736 | +32.7% | 17Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 1,781,736 | $$45M | -64,599 | -3.5% | 15Q | SEC ↗ |
| 14 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 1,709,700 | $$43M | -1,755 | -0.1% | 2Q | SEC ↗ |
| 15 | Capital Wealth Planning, LLC | 1,659,962 | $$42M | +354,207 | +27.1% | 11Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 1,525,928 | $$39M | +607,613 | +66.2% | 63Q | SEC ↗ |
| 17 | CAUSEWAY CAPITAL MANAGEMENT LLC | 1,392,610 | $$35M | +125,362 | +9.9% | 5Q | SEC ↗ |
| 18 | AQR CAPITAL MANAGEMENT LLC | 1,340,654 | $$34M | +495,432 | +58.6% | 10Q | SEC ↗ |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,244,470 | $$32M | +154,723 | +14.2% | 15Q | SEC ↗ |
| 20 | Sixth Street Partners Management Compa NEW | 1,244,470 | $$32M | — | +0.0% | 1Q | SEC ↗ |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 1,023,572 | $$26M | -725,700 | -41.5% | 62Q | SEC ↗ |
| 22 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 1,022,557 | $$26M | +167,958 | +19.7% | 7Q | SEC ↗ |
| 23 | Creative Planning | 883,657 | $$22M | +119,073 | +15.6% | 25Q | SEC ↗ |
| 24 | NATIXIS ADVISORS, LLC | 812,854 | $$21M | +112,960 | +16.1% | 63Q | SEC ↗ |
| 25 | Calamos Advisors LLC | 802,736 | $$20M | +617,456 | +333.3% | 2Q | SEC ↗ |
| 26 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 791,559 | $$20M | +50,925 | +6.9% | 38Q | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 781,157 | $$20M | +41,376 | +5.6% | 63Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 765,357 | $$19M | +511,467 | +201.5% | 63Q | SEC ↗ |
| 29 | UBS Group AG | 733,542 | $$19M | +98,275 | +15.5% | 47Q | SEC ↗ |
| 30 | ANDERSON HOAGLAND & CO | 717,018 | $$18M | -8,230 | -1.1% | 27Q | SEC ↗ |
| 31 | Invesco Ltd. | 628,286 | $$16M | +5,251 | +0.8% | 19Q | SEC ↗ |
| 32 | Pathstone Holdings, LLC | 597,092 | $$15M | +6,438 | +1.1% | 11Q | SEC ↗ |
| 33 | STIFEL FINANCIAL CORP | 570,629 | $$14M | +10,839 | +1.9% | 48Q | SEC ↗ |
| 34 | Allspring Global Investments Holdings, | 540,271 | $$14M | -34,988 | -6.1% | 19Q | SEC ↗ |
| 35 | LPL Financial LLC | 500,370 | $$13M | +31,577 | +6.7% | 47Q | SEC ↗ |
| 36 | Cerity Partners LLC | 493,964 | $$13M | +19,259 | +4.1% | 19Q | SEC ↗ |
| 37 | BANK OF MONTREAL /CAN | 486,147 | $$12M | +445,666 | +1100.9% | 53Q | SEC ↗ |
| 38 | Mariner, LLC | 478,697 | $$12M | +43,509 | +10.0% | 20Q | SEC ↗ |
| 39 | Crossmark Global Holdings, Inc. | 476,543 | $$12M | +1,860 | +0.4% | 36Q | SEC ↗ |
| 40 | Boston Partners | 468,247 | $$12M | +31,088 | +7.1% | 14Q | SEC ↗ |
| 41 | Ethic Inc. | 461,574 | $$12M | +59,829 | +14.9% | 27Q | SEC ↗ |
| 42 | WESTFIELD CAPITAL MANAGEMENT CO LP | 456,612 | $$12M | -972 | -0.2% | 5Q | SEC ↗ |
| 43 | RAYMOND JAMES FINANCIAL INC | 450,625 | $$11M | +48,314 | +12.0% | 7Q | SEC ↗ |
| 44 | Ramirez Asset Management, Inc. | 446,780 | $$11M | +43,969 | +10.9% | 12Q | SEC ↗ |
| 45 | SEI INVESTMENTS CO | 439,633 | $$11M | +7,910 | +1.8% | 15Q | SEC ↗ |
| 46 | CIBC WORLD MARKET INC. | 437,164 | $$11M | -15,696 | -3.5% | 27Q | SEC ↗ |
| 47 | FEDERATED HERMES, INC. | 414,866 | $$11M | +1,994 | +0.5% | 21Q | SEC ↗ |
| 48 | QRG CAPITAL MANAGEMENT, INC. | 408,740 | $$10M | +63,087 | +18.3% | 12Q | SEC ↗ |
| 49 | &PARTNERS | 366,043 | $$9M | -474 | -0.1% | 9Q | SEC ↗ |
| 50 | Moran Wealth Management, LLC | 336,966 | $$9M | -67,903 | -16.8% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,244,470 | $$32M |
| PARK AVENUE SECURITIES LLC | 165,726 | $$4M |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 163,993 | $$4M |
| Nuveen, LLC | 155,052 | $$4M |
| Diversify Advisory Services, LLC | 116,391 | $$3M |
| Alphadyne Asset Management LP | 82,753 | $$2M |
| Myriad Asset Management Advisors LL | 82,080 | $$2M |
| HRT FINANCIAL LP | 81,755 | $$2M |
| Global Retirement Partners, LLC | 62,091 | $$2M |
| Walleye Capital LLC | 53,857 | $$1M |
| FLOW TRADERS U.S. LLC | 25,010 | $$635K |
| MGO ONE SEVEN LLC | 24,507 | $$622K |
| Engineers Gate Manager LP | 22,540 | $$573K |
| First Affirmative Financial Network | 20,279 | $$515K |
| XPONANCE LLC | 18,336 | $$466K |
| Graham Capital Management, L.P. | 16,039 | $$407K |
| Empowered Funds, LLC | 15,802 | $$401K |
| VICTORY CAPITAL MANAGEMENT INC | 13,611 | $$346K |
| Focus Partners Advisor Solutions, L | 12,285 | $$312K |
| Pure Financial Advisors, LLC | 12,223 | $$310K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| D. E. Shaw & Co., Inc. | 600,909 | $$15M |
| Qube Research & Technologies Ltd | 459,656 | $$12M |
| TORONTO DOMINION BANK | 327,910 | $$8M |
| Massar Capital Management, LP | 320,000 | $$8M |
| CITADEL ADVISORS LLC | 265,505 | $$7M |
| Forum Financial Management, LP | 209,587 | $$5M |
| XY Capital Ltd | 175,608 | $$4M |
| TUDOR INVESTMENT CORP ET AL | 172,858 | $$4M |
| Aquatic Capital Management LLC | 165,045 | $$4M |
| Point72 Asset Management, L.P. | 159,100 | $$4M |
| ABC ARBITRAGE SA | 130,260 | $$3M |
| XTX Topco Ltd | 77,044 | $$2M |
| OLD MISSION CAPITAL LLC | 76,552 | $$2M |
| DRW Securities, LLC | 58,178 | $$1M |
| Campbell & CO Investment Adviser LL | 58,026 | $$1M |
| Investors Research Corp | 48,775 | $$1M |
| AlphaCore Capital LLC | 38,333 | $$974K |
| TWO SIGMA SECURITIES, LLC | 38,251 | $$972K |
| Walleye Trading LLC | 33,140 | $$842K |
| AXQ CAPITAL, LP | 28,928 | $$735K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Fisher Asset Management, LLC | +3,094,452 | +96.8% | 6,291,379 |
| MORGAN STANLEY | +2,154,153 | +9.4% | 25,112,524 |
| FMR LLC | +1,367,852 | +10.9% | 13,937,223 |
| Calamos Advisors LLC | +617,456 | +333.3% | 802,736 |
| JPMORGAN CHASE & CO | +607,613 | +66.2% | 1,525,928 |
| Quantinno Capital Management LP | +527,736 | +32.7% | 2,143,555 |
| ROYAL BANK OF CANADA | +511,467 | +201.5% | 765,357 |
| AQR CAPITAL MANAGEMENT LLC | +495,432 | +58.6% | 1,340,654 |
| AMERICAN CENTURY COMPANIES INC | +485,077 | +16.1% | 3,493,982 |
| BANK OF MONTREAL /CAN | +445,666 | +1100.9% | 486,147 |
| Capital Wealth Planning, LLC | +354,207 | +27.1% | 1,659,962 |
| BlackRock, Inc. | +173,236 | +2.3% | 7,854,802 |
| MASSACHUSETTS FINANCIAL SERVICES CO | +167,958 | +19.7% | 1,022,557 |
| Connor, Clark & Lunn Investment Man | +155,724 | +160.2% | 252,927 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +154,723 | +14.2% | 1,244,470 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +149,438 | +1095.2% | 163,083 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | +125,362 | +9.9% | 1,392,610 |
| Creative Planning | +119,073 | +15.6% | 883,657 |
| NATIXIS ADVISORS, LLC | +112,960 | +16.1% | 812,854 |
| GOLDMAN SACHS GROUP INC | +106,660 | +1.0% | 10,814,662 |