US86562MCU27 - Sumitomo Mitsui Financial Group Inc Stock - Stock Price, Institutional Ownership, Shareholders

Basic Stats
Institutional Owners 0 total, 0 long only, 0 short only, 0 long/short - change of 10.53% MRQ
Average Portfolio Allocation 0.3821 % - change of -2.94% MRQ
Institutional Ownership and Shareholders

Sumitomo Mitsui Financial Group Inc (JP:US86562MCU27) has 0 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). Largest shareholders include .

Sumitomo Mitsui Financial Group Inc (US86562MCU27) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

US86562MCU27 / Sumitomo Mitsui Financial Group Inc - 5.75% 2026-01-13 Institutional Ownership
13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-06-26 NP DUSB - Dimensional Ultrashort Fixed Income ETF 1,268 25.54
2025-06-26 NP DFCF - Dimensional Core Fixed Income ETF 252 -0.40
2025-08-29 NP MINT - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 28,369 6.90
2025-08-28 NP PAIDX - PIMCO Short Asset Investment Fund Institutional Class 19,069 26.38
2025-08-26 NP EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 3,827 0.05
2025-08-29 NP VPVSTDV - PIMCO Short-Term Portfolio Administrative 2,113 -0.28
2025-07-24 NP FLDR - Fidelity Low Duration Bond Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,215 -0.36
2025-08-28 NP FLRN - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,463 -21.19
2025-08-28 NP ULST - SPDR SSGA Ultra Short Term Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,011 -0.25
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 836
2025-07-28 NP JSOSX - JPMorgan Strategic Income Opportunities Fund Class I 26,528 -0.33
2025-06-30 NP VRIG - Invesco Variable Rate Investment Grade ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,014 -0.40
2025-08-28 NP PIMCO FUNDS - PIMCO Short Asset Portfolio 15,204 -0.29
2025-03-27 NP PYLMX - Payden Limited Maturity Fund (Investor Class) 7,675 -0.21
2025-08-28 NP PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 1,508
2025-06-26 NP DFSD - Dimensional Short-Duration Fixed Income ETF 1,203 -0.33
2025-08-27 NP Manager Directed Portfolios - Pemberwick Fund Shares 7,143 -0.29
2025-06-25 NP FLTR - VanEck Vectors Investment Grade Floating Rate ETF 1,610 13.87
2025-06-26 NP FLOT - iShares Floating Rate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,208 32.39
2025-08-29 NP PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 4,829 -0.29
2025-08-28 NP PTSHX - PIMCO Short-Term Fund Institutional 1,388 -0.29
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