SUMITOMO MITSUI FIN GRP INC (SMFG): Institutional Ownership
Hedge funds and institutional managers reporting a position in SMFG · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
17
13F filers
Aggregate Value
$164.0M
Across holders
Last Price
$23.83
2026-06-26
Sector
Financials
GICS
Holder activity8 new8 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 3.20M | $63.1M | 38.5% | 0.0% | Added | +$30.6M | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 2.30M | $45.4M | 27.7% | 0.0% | Added | +$37.0M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 1.75M | $34.5M | 21.1% | 0.1% | Reduced | $-3.5M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 460K | $9.1M | 5.5% | 0.0% | Added | +$8.6M | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 173K | $3.3M | 2.0% | 0.0% | New | — | Q4 2025 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 111K | $2.2M | 1.3% | 0.0% | New | — | Q4 2025 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 111K | $1.9M | 1.1% | 0.0% | New | — | Q3 2025 |
| Verition Fund Management LLC CIK 0001454027 | Hedge Fund | 80K | $1.2M | 0.7% | 0.0% | New | — | Q2 2025 |
| PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 | Institutional Manager | 33K | $643K | 0.4% | 0.0% | Added | +$80K | Q1 2026 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 25K | $564K | 0.3% | 0.0% | Added | +$14K | Q1 2026 |
| ICONIQ Capital, LLC CIK 0001569709 | Family Office | 37K | $552K | 0.3% | 0.0% | New | — | Q2 2025 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 23K | $451K | 0.3% | 0.0% | Added | +$53K | Q1 2026 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 18K | $360K | 0.2% | 0.0% | New | — | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 12K | $237K | 0.1% | 0.0% | New | — | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 11K | $209K | 0.1% | 0.0% | Added | +$42K | Q1 2026 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 12K | $201K | 0.1% | 0.0% | New | — | Q3 2025 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 1K | $23K | 0.0% | 0.0% | Added | +$17K | Q1 2026 |
Added
Institutional Manager
$63.1M· 38.5% of total· 0.0% port· 3.20M sh· +$30.6M QoQ· Q1 2026
Added
Hedge Fund
$45.4M· 27.7% of total· 0.0% port· 2.30M sh· +$37.0M QoQ· Q1 2026
Reduced
Hedge Fund
$34.5M· 21.1% of total· 0.1% port· 1.75M sh· $-3.5M QoQ· Q1 2026
Added
Hedge Fund
$9.1M· 5.5% of total· 0.0% port· 460K sh· +$8.6M QoQ· Q1 2026
New
Hedge Fund
$3.3M· 2.0% of total· 0.0% port· 173K sh· — QoQ· Q4 2025
New
Hedge Fund
$2.2M· 1.3% of total· 0.0% port· 111K sh· — QoQ· Q4 2025
New
Hedge Fund
$1.9M· 1.1% of total· 0.0% port· 111K sh· — QoQ· Q3 2025
New
Hedge Fund
$1.2M· 0.7% of total· 0.0% port· 80K sh· — QoQ· Q2 2025
Added
Institutional Manager
$643K· 0.4% of total· 0.0% port· 33K sh· +$80K QoQ· Q1 2026
Added
Hedge Fund
$564K· 0.3% of total· 0.0% port· 25K sh· +$14K QoQ· Q1 2026
New
Family Office
$552K· 0.3% of total· 0.0% port· 37K sh· — QoQ· Q2 2025
Added
Hedge Fund
$451K· 0.3% of total· 0.0% port· 23K sh· +$53K QoQ· Q1 2026
New
Hedge Fund
$360K· 0.2% of total· 0.0% port· 18K sh· — QoQ· Q1 2026
New
Hedge Fund
$237K· 0.1% of total· 0.0% port· 12K sh· — QoQ· Q1 2026
Added
Hedge Fund
$209K· 0.1% of total· 0.0% port· 11K sh· +$42K QoQ· Q1 2026
New
Hedge Fund
$201K· 0.1% of total· 0.0% port· 12K sh· — QoQ· Q3 2025
Added
Hedge Fund
$23K· 0.0% of total· 0.0% port· 1K sh· +$17K QoQ· Q1 2026