13FBOX
SUMITOMO MITSUI FIN GRP INC SPONSORED ADR · 13F Institutional Holdings
Options Calculator Rankings

SUMITOMO MITSUI FIN GRP INC SPONSORED ADR

SMFG
Institutions
458
Combined AUM (Q2 2026)
$3.23B
Combined Shares (Q2 2026)
137.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+18.6M
289 · 68 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-5.9M
142 · 48 Exit · ≈
⚖️ Net
+12.7M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.23B
Institutions
458
New Buys
68
Adds
221
Reduces
94
Exits
48
Unchanged
75
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
0.03%0.02%#131$592.2M25.1M$353.8M21.1M+4.0M+18.81%Add
FMR LLC
0.01%0.01%#179$328.6M13.9M$248.2M12.6M+1.4M+10.88%Add
GOLDMAN SACHS GROUP INC
0.02%0.02%#152$255.0M10.8M$211.5M10.7M+106,660+1.00%Add
BlackRock, Inc.
<0.01%<0.01%#298$185.2M7.9M$151.7M7.7M+173,236+2.26%Add
Fisher Asset Management, LLC
0.04%0.02%#109$148.4M6.3M$63.1M3.2M+3.1M+96.79%Add
NORTHERN TRUST CORP
0.02%0.02%#169$145.2M6.2M$122.2M6.2M-31,201-0.50%Reduce
Clark Capital Management Group, Inc.
0.49%0.46%#10$90.3M3.8M$74.7M3.8M+48,813+1.29%Add
AMERICAN CENTURY COMPANIES INC
0.04%0.03%#121$82.4M3.5M$59.4M3.0M+485,077+16.12%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#185$74.0M3.1M$61.0M3.1M+48,961+1.58%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#190$53.4M2.3M$43.5M2.2M+62,246+2.83%Add
WELLS FARGO & COMPANY/MN
0.01%0.01%#224$50.6M2.1M$42.7M2.2M-14,417-0.67%Reduce
Quantinno Capital Management LP
0.06%0.05%#92$50.5M2.1M$31.9M1.6M+527,736+32.66%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#300$42.0M1.8M$36.5M1.8M-64,599-3.50%Reduce
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
0.5%0.48%#9$40.3M1.7M$33.8M1.7M-1,755-0.10%Reduce
Capital Wealth Planning, LLC
0.2%0.14%#32$39.1M1.7M$25.8M1.3M+354,207+27.13%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#327$36.2M1.5M$17.5M918,315+607,613+66.17%Add
CAUSEWAY CAPITAL MANAGEMENT LLC
0.36%0.31%#16$32.8M1.4M$25.0M1.3M+125,362+9.89%Add
AQR CAPITAL MANAGEMENT LLC
0.01%0.01%#207$31.6M1.3M$16.7M845,222+495,432+58.62%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#273$29.3M1.2M$21.5M1.1M+154,723+14.20%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#313$29.1M1.2M$24.9M1.3M-26,189-2.08%Reduce
CITADEL ADVISORS LLC
<0.01%0.01%#289$26.9M1.1M$50.6M2.6M-1.4M-55.49%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#332$24.4M1.0M$269,48913,645+1.0M+7,475.54%Add
RENAISSANCE TECHNOLOGIES LLC
0.03%0.05%#130$24.1M1.0M$34.5M1.7M-725,700-41.49%Reduce
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.01%0.01%#226$24.1M1.0M$16.9M854,599+167,958+19.65%Add
Creative Planning
0.01%0.01%#195$20.8M883,657$15.1M764,584+119,073+15.57%Add
NATIXIS ADVISORS, LLC
0.02%0.02%#154$19.2M812,854$13.8M699,894+112,960+16.14%Add
Calamos Advisors LLC
0.06%0.01%#89$18.9M802,736$3.7M185,280+617,456+333.26%Add
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.09%0.07%#70$18.7M791,559$14.6M740,634+50,925+6.88%Add
Bank of New York Mellon Corp
<0.01%<0.01%#291$18.4M781,157$14.6M739,781+41,376+5.59%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#301$18.0M765,357$5.0M253,890+511,467+201.45%Add
UBS Group AG
<0.01%<0.01%#320$17.3M733,542$12.5M635,267+98,275+15.47%Add
ANDERSON HOAGLAND & CO
1.33%1.23%#1$16.9M717,018$14.3M725,248-8,230-1.13%Reduce
CCM INVESTMENT ADVISERS LLC
1.24%#3$16.0M677,598$00+677,598New Buy
Invesco Ltd.
<0.01%<0.01%#360$14.8M628,286$12.3M623,035+5,251+0.84%Add
Pathstone Holdings, LLC
0.04%0.05%#113$14.1M597,092$11.7M590,654+6,438+1.09%Add
STIFEL FINANCIAL CORP
0.01%0.01%#203$13.5M570,629$11.1M559,790+10,839+1.94%Add
Allspring Global Investments Holdings, LLC
0.02%0.02%#159$13.0M540,271$11.9M575,259-34,988-6.08%Reduce
LPL Financial LLC
<0.01%<0.01%#303$11.8M500,370$9.3M468,793+31,577+6.74%Add
Cerity Partners LLC
0.01%0.01%#182$11.6M493,964$9.4M474,705+19,259+4.06%Add
BANK OF MONTREAL /CAN/
<0.01%<0.01%#275$11.5M486,147$799,50140,481+445,666+1,100.93%Add
Mariner, LLC
0.01%0.01%#198$11.3M478,697$8.6M435,188+43,509+10.00%Add
Crossmark Global Holdings, Inc.
0.15%0.14%#44$11.2M476,543$9.4M474,683+1,860+0.39%Add
Boston Partners
0.01%0.01%#210$11.1M468,247$8.7M437,159+31,088+7.11%Add
Ethic Inc.
0.14%0.12%#47$10.9M461,574$7.9M401,745+59,829+14.89%Add
WESTFIELD CAPITAL MANAGEMENT CO LP
0.04%0.04%#127$10.8M456,612$9.0M457,584-972-0.21%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#293$10.6M450,625$7.9M402,311+48,314+12.01%Add
Ramirez Asset Management, Inc.
1.03%0.96%#5$10.5M446,780$8.0M402,811+43,969+10.92%Add
SEI INVESTMENTS CO
0.01%0.01%#218$10.4M439,633$8.5M431,723+7,910+1.83%Add
CIBC WORLD MARKET INC.
0.02%0.01%#175$10.3M437,164$8.9M452,860-15,696-3.47%Reduce
FEDERATED HERMES, INC.
0.01%0.01%#181$9.8M414,866$8.2M412,872+1,994+0.48%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow