SMFG Insider Trading

3.85% of Sumitomo Mitsui Financial Group stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Sumitomo Mitsui Financial Group Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/5/2024	Sanctuary Advisors LLC	19,760	$0.27M	0.0%	N/A	0.000%
8/22/2024	Cetera Investment Advisers	134,521	$1.80M	0.0%	+15.8%	0.002%
8/21/2024	Truist Financial Corp	29,076	$0.39M	0.0%	-19.6%	0.000%
8/16/2024	Creative Planning	357,915	$4.80M	0.0%	+16.1%	0.005%
8/15/2024	Dorsey Wright & Associates	205,450	$2.76M	0.7%	-1.4%	0.003%
8/15/2024	Millennium Management LLC	2,962,261	$39.72M	0.0%	-7.9%	0.045%
8/15/2024	AQR Capital Management LLC	111,665	$1.50M	0.0%	+34.3%	0.002%
8/15/2024	AXA S.A.	9,200	$0.12M	0.0%	+29.2%	0.000%
8/14/2024	Gateway Advisory LLC	32,422	$0.44M	0.1%	-7.1%	0.000%
8/14/2024	Xponance Inc.	10,858	$0.15M	0.0%	N/A	0.000%
8/14/2024	Bank of Montreal Can	110,963	$1.49M	0.0%	-55.6%	0.002%
8/14/2024	Evergreen Capital Management LLC	54,278	$0.73M	0.0%	+6.4%	0.001%
8/14/2024	Mount Yale Investment Advisors LLC	79,386	$1.07M	0.1%	+1.4%	0.001%
8/13/2024	Sei Investments Co.	125,056	$1.68M	0.0%	+4.2%	0.002%
8/13/2024	Pacer Advisors Inc.	57,330	$0.77M	0.0%	-3.4%	0.001%
8/13/2024	Callan Capital LLC	36,146	$0.49M	0.0%	+25.2%	0.001%
8/12/2024	Hsbc Holdings PLC	39,869	$0.54M	0.0%	+61.4%	0.001%
8/12/2024	Vanguard Personalized Indexing Management LLC	211,467	$2.82M	0.1%	+20.6%	0.003%
8/12/2024	Mercer Global Advisors Inc. ADV	201,933	$2.71M	0.0%	+14.9%	0.003%
8/9/2024	Pekin Hardy Strauss Inc.	91,100	$1.22M	0.2%	N/A	0.001%
8/9/2024	Renaissance Technologies LLC	1,528,470	$20.50M	0.0%	-2.5%	0.023%
8/9/2024	Dimensional Fund Advisors LP	2,931,405	$39.31M	0.0%	-0.7%	0.044%
8/9/2024	Capital Wealth Planning LLC	320,467	$4.30M	0.0%	+36.0%	0.005%
8/8/2024	Envestnet Asset Management Inc.	1,438,633	$19.29M	0.0%	-8.0%	0.022%
8/8/2024	Wrapmanager Inc.	15,545	$0.21M	0.1%	-15.9%	0.000%
8/8/2024	Parallel Advisors LLC	53,551	$0.72M	0.0%	+2.7%	0.001%
8/8/2024	Federated Hermes Inc.	197,245	$2.65M	0.0%	-25.4%	0.003%
8/8/2024	Vanguard Capital Wealth Advisors	46,054	$0.62M	0.4%	+8.2%	0.001%
8/8/2024	Johnson Investment Counsel Inc.	80,146	$1.08M	0.0%	-10.8%	0.001%
8/8/2024	American Century Companies Inc.	1,344,869	$18.04M	0.0%	+5.4%	0.020%
8/8/2024	AdvisorShares Investments LLC	49,304	$0.66M	0.1%	-2.3%	0.001%
8/7/2024	Headlands Technologies LLC	5,209	$70K	0.0%	-49.2%	0.000%
8/7/2024	Dorsey & Whitney Trust CO LLC	72,535	$0.97M	0.1%	-11.4%	0.001%
8/7/2024	Choreo LLC	42,716	$0.57M	0.0%	N/A	0.001%
8/7/2024	Ashton Thomas Private Wealth LLC	4,405	$59K	0.0%	N/A	0.000%
8/6/2024	Werba Rubin Papier Wealth Management	20,065	$0.27M	0.1%	-4.6%	0.000%
8/6/2024	Ballentine Partners LLC	55,931	$0.75M	0.0%	+4.8%	0.001%
8/6/2024	Caprock Group LLC	133,841	$1.80M	0.1%	+175.2%	0.002%
8/6/2024	Lake Street Advisors Group LLC	53,250	$0.72M	0.0%	-8.6%	0.001%
8/5/2024	Addison Advisors LLC	1,877	$25K	0.0%	N/A	0.000%
8/5/2024	XY Capital Ltd	111,495	$1.50M	0.9%	N/A	0.002%
8/2/2024	Naviter Wealth LLC	143,522	$1.93M	0.3%	+7.7%	0.002%
8/1/2024	Rhumbline Advisers	166,018	$2.23M	0.0%	-1.2%	0.003%
8/1/2024	CIBC Asset Management Inc	612,465	$8.21M	0.0%	-4.2%	0.009%
8/1/2024	Augustine Asset Management Inc.	252,688	$3.39M	1.3%	+57.0%	0.004%
8/1/2024	Natixis Advisors LLC	588,690	$7.89M	0.0%	+7.2%	0.009%
8/1/2024	Ritholtz Wealth Management	159,613	$2.14M	0.1%	+35.0%	0.002%
7/31/2024	Sage Mountain Advisors LLC	18,277	$0.25M	0.0%	N/A	0.000%
7/31/2024	Rothschild Investment LLC	3,374	$45K	0.0%	N/A	0.000%
7/30/2024	Atlas Capital Advisors LLC	31,622	$0.42M	0.1%	+15.5%	0.000%
7/30/2024	Signaturefd LLC	210,156	$2.82M	0.1%	+4.7%	0.003%
7/29/2024	Crossmark Global Holdings Inc.	405,984	$5.44M	0.1%	-3.1%	0.006%
7/29/2024	Wealthstream Advisors Inc.	10,661	$0.14M	0.1%	N/A	0.000%
7/29/2024	Banco Santander S.A.	39,420	$0.53M	0.0%	-8.3%	0.001%
7/26/2024	Checchi Capital Advisers LLC	44,580	$0.60M	0.0%	+2.3%	0.001%
7/26/2024	Atomi Financial Group Inc.	58,624	$0.79M	0.1%	+27.3%	0.001%
7/26/2024	Allspring Global Investments Holdings LLC	34,608	$0.46M	0.0%	+84.1%	0.001%
7/26/2024	Bank of New York Mellon Corp	292,976	$3.93M	0.0%	+8.2%	0.004%
7/24/2024	&PARTNERS	30,610	$0.41M	0.0%	N/A	0.000%
7/22/2024	Aaron Wealth Advisors LLC	41,635	$0.56M	0.1%	+9.6%	0.001%
7/22/2024	Chevy Chase Trust Holdings LLC	41,618	$0.56M	0.0%	+12.7%	0.001%
7/19/2024	BTC Capital Management Inc.	158,700	$2.13M	0.2%	-13.7%	0.002%
7/18/2024	Blue Trust Inc.	15,936	$0.21M	0.0%	+212.3%	0.000%
7/16/2024	Envestnet Portfolio Solutions Inc.	19,238	$0.26M	0.0%	-10.1%	0.000%
7/16/2024	Wealth Enhancement Advisory Services LLC	20,246	$0.27M	0.0%	+5.0%	0.000%
7/16/2024	Traveka Wealth LLC	27,506	$0.37M	0.2%	+3.2%	0.000%
7/16/2024	Wedmont Private Capital	14,824	$0.20M	0.0%	+14.9%	0.000%
7/12/2024	Diversify Advisory Services LLC	20,470	$0.28M	0.0%	-62.1%	0.000%
7/12/2024	QRG Capital Management Inc.	436,417	$5.85M	0.1%	+10.8%	0.007%
7/12/2024	Gilman Hill Asset Management LLC	190,786	$2.56M	0.5%	-30.8%	0.003%
7/11/2024	Clarius Group LLC	13,812	$0.19M	0.0%	-31.9%	0.000%
7/10/2024	Simplicity Wealth LLC	450,451	$6.04M	0.1%	-1.1%	0.007%
7/10/2024	Aprio Wealth Management LLC	10,932	$0.15M	0.0%	N/A	0.000%
7/10/2024	First Affirmative Financial Network	19,269	$0.26M	0.2%	+13.7%	0.000%
7/10/2024	Five Oceans Advisors	22,880	$0.31M	0.2%	+15.1%	0.000%
7/10/2024	CWM LLC	17,171	$0.23M	0.0%	+9.3%	0.000%
7/9/2024	Park Avenue Securities LLC	125,683	$1.69M	0.0%	+12.6%	0.002%
5/28/2024	Boston Partners	251,597	$2.96M	0.0%	+56.6%	0.004%
5/24/2024	Cetera Advisors LLC	19,975	$0.24M	0.0%	N/A	0.000%
5/15/2024	Lazard Asset Management LLC	39,411	$0.46M	0.0%	-53.1%	0.001%
5/14/2024	Advisors Asset Management Inc.	40,312	$0.47M	0.0%	+21.0%	0.001%
5/14/2024	Pitcairn Co.	32,280	$0.38M	0.0%	N/A	0.000%
5/14/2024	Healthcare of Ontario Pension Plan Trust Fund	168,000	$1.98M	0.0%	-8.7%	0.003%
5/14/2024	Lake Street Advisors Group LLC	58,265	$0.69M	0.0%	+4.1%	0.001%
5/13/2024	O Shaughnessy Asset Management LLC	523,752	$6.17M	0.1%	+19.9%	0.008%
5/10/2024	Pinnacle Wealth Planning Services Inc.	39,424	$0.46M	0.1%	+4.8%	0.001%
5/10/2024	Banco Santander S.A.	43,000	$0.51M	0.0%	N/A	0.001%
5/9/2024	Forum Financial Management LP	193,123	$2.27M	0.0%	+2.3%	0.003%
5/9/2024	Orion Portfolio Solutions LLC	88,694	$1.04M	0.0%	+3.5%	0.001%
5/8/2024	Bleakley Financial Group LLC	455,282	$5.36M	0.2%	-2.7%	0.007%
5/8/2024	US Bancorp DE	258,358	$3.04M	0.0%	-2.7%	0.004%
5/8/2024	Russell Investments Group Ltd.	25,753	$0.30M	0.0%	+38.7%	0.000%
5/8/2024	QRG Capital Management Inc.	393,742	$4.63M	0.1%	+35.8%	0.006%
5/8/2024	Headlands Technologies LLC	10,259	$0.12M	0.0%	N/A	0.000%
5/8/2024	Inspire Investing LLC	10,151	$0.12M	0.0%	N/A	0.000%
5/8/2024	Inspire Advisors LLC	58,974	$0.69M	0.1%	+15.2%	0.001%
5/7/2024	Sei Investments Co.	120,000	$1.41M	0.0%	-52.6%	0.002%
5/7/2024	Atomi Financial Group Inc.	46,047	$0.54M	0.0%	+31.0%	0.001%
5/7/2024	Capital Wealth Planning LLC	235,566	$2.77M	0.0%	+100.8%	0.004%
5/6/2024	Envestnet Portfolio Solutions Inc.	21,395	$0.25M	0.0%	+28.7%	0.000%

Data available starting January 2016

Sumitomo Mitsui Financial Group, Inc., together with its subsidiaries, provides banking, leasing, securities, credit card, and consumer finance services in Japan, the Americas, Europe, the Middle East, Asia, and Oceania. It operates through Wholesale Business Unit, Retail Business Unit, Global Business Unit, and Global Markets Business Unit segments. The company was incorporated in 2002 and is headquartered in Tokyo, Japan.

Today's Range

Now: $12.71

$12.63

$12.75

50 Day Range

MA: $13.20

$11.38

$14.48

52 Week Range

Now: $12.71

$9.03

$14.53

Volume

1,037,318 shs

Average Volume

1,242,102 shs

Market Capitalization

$83.13 billion

P/E Ratio

12.71

Dividend Yield

2.07%

Beta

0.6

Who are the company insiders with the largest holdings of Sumitomo Mitsui Financial Group?: Sumitomo Mitsui Financial Group's top insider shareholders include:
Mitsui Financial Grou Sumitomo (Director)
Learn More about top insider investors at Sumitomo Mitsui Financial Group.
Who are the major institutional investors of Sumitomo Mitsui Financial Group?: Sumitomo Mitsui Financial Group's top institutional investors include:
Millennium Management LLC — 0.04%
Dimensional Fund Advisors LP — 0.04%
Renaissance Technologies LLC — 0.02%
Envestnet Asset Management Inc. — 0.02%
American Century Companies Inc. — 0.02%
CIBC Asset Management Inc — 0.01%
Learn More about top institutional investors of Sumitomo Mitsui Financial Group stock.
Which major investors are selling Sumitomo Mitsui Financial Group stock?: Within the previous quarter, SMFG stock was sold by these institutional investors:
Millennium Management LLC
Bank of Montreal Can
Envestnet Asset Management Inc.
Gilman Hill Asset Management LLC
Federated Hermes Inc.
Renaissance Technologies LLC
Diversify Advisory Services LLC
CIBC Asset Management Inc
Which major investors are buying Sumitomo Mitsui Financial Group stock?: During the last quarter, SMFG stock was bought by institutional investors including:
XY Capital Ltd
Augustine Asset Management Inc.
Pekin Hardy Strauss Inc.
Caprock Group LLC
Capital Wealth Planning LLC
American Century Companies Inc.
Creative Planning
Choreo LLC