SMFG Institutional Ownership
Who owns Sumitomo Mitsui Financial Group, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 461 funds reported holding SMFG at Jun 30, 2026.
- ▲289 buying vs 133 selling
- ▲Shares held by funds +8.3%
- ▲Funds holding +14
- ▼Superinvestors: 0 added, 4 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 461 | 447 | +3.1% |
| In funds' top 10 | 0 | 1 | −100.0% |
| 13F shares | 134M | 124M | +8.3% |
| Held by funds | – | – | – |
| New positions | 61 | 57 | +7.0% |
| Increased | 228 | 205 | +11.2% |
| Reduced | 91 | 107 | −15.0% |
| Sold out | 42 | 35 | +20.0% |
| Calls (shares) | 7,800 | 0 | – |
| Puts (shares) | 25K | 569K | −95.6% |
| Put/call ratio | 3.21 | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SMFG
All superinvestors →
Who owns SMFG
share of fund held shares- Index and passive funds14.5%
- Active managers and hedge funds49.5%
- Banks and brokers35.7%
- Pensions, insurers and other0.3%
The top 10 holders own 61.8% of all SMFG shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
151 funds changed their position- Triasima Portfolio Management inc.New+177K sh
- Ferguson Wellman Capital Management, IncTrimmed−110K sh
- Anderson Hoagland & CoTrimmed−115K sh
- Capricorn Fund Managers LtdNew+85K sh
- Creative PlanningAdded+71K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | – | 25.1M | $592M | +2.2M |
| 2 | Fmr LLC | – | 13.9M | $329M | +1.4M |
| 3 | Goldman Sachs Group Inc | – | 10.8M | $255M | +107K |
| 4 | BlackRock, Inc. | – | 7.9M | $185M | +173K |
| 5 | Fisher Asset Management, LLC | – | 6.3M | $148M | +3.1M |
| 6 | Northern Trust Corp | – | 6.2M | $145M | −31K |
| 7 | Clark Capital Management Group, Inc. | – | 3.8M | $90.3M | +49K |
| 8 | American Century Companies Inc | – | 3.5M | $82.4M | +485K |
| 9 | Dimensional Fund Advisors LP | – | 3.1M | $74M | +49K |
| 10 | Envestnet Asset Management Inc | – | 2.3M | $53.4M | +62K |
- Fisher Asset Management, LLC+3.1M sh+$73M
- Morgan Stanley+2.2M sh+$50.8M
- Fmr LLC+1.4M sh+$32.3M
- Calamos Advisors LLC+617K sh+$14.6M
- Jpmorgan Chase & Co+608K sh+$14.4M
- Quantinno Capital Management LP+528K sh+$12.4M
- Royal Bank of Canada+511K sh+$12.1M
- AQR Capital Management LLC+495K sh+$11.7M
- Jane Street Group, LLC−1.2M sh−$28.4M
- Renaissance Technologies LLC−726K sh−$17.1M
- Qube Research & Technologies Ltd−460K sh−$9.1M
- Toronto Dominion Bank−328K sh−$6.5M
- Massar Capital Management, LP−320K sh−$6.3M
- Citadel Advisors LLC−266K sh−$5.2M
- XY Capital Ltd−176K sh−$3.5M
- Aquatic Capital Management LLC−165K sh−$3.3M
SMFG institutional ownership FAQ
Who owns the most SMFG stock?
In Q2 2026 13F filings the largest holder of SMFG was Morgan Stanley, followed by Fmr LLC and Goldman Sachs Group Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of SMFG is owned by institutions?
461 funds reported holding 134M SMFG shares at Jun 30, 2026.
Are hedge funds buying SMFG?
In Q2 2026, 289 funds bought SMFG (61 of them new positions) and 133 sold (42 sold out completely). Among well known investors, 0 added and 4 cut. Our fund sentiment for SMFG is bullish.
What is SMFG's institutional put/call ratio?
Funds reported $590K of SMFG puts against $184K of calls, a put/call ratio of 3.21. Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this SMFG ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.