Institutional Ownership Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG). We have compiled data on the 415 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $1.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
14,446
shares
|
$247,171
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Channing Global Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
14,194
shares
|
$242,859
0.15% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
14,062
shares
|
$240,600
0.0% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
14,026
shares
|
$239,984
0.04% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
14,000
shares
|
$239,540
0.0% of portfolio
|
Q2 2025
Reduced 48.09%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
13,954
shares
|
$238,752
0.0% of portfolio
|
Q2 2023
Reduced 39.11%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
13,841
shares
|
$236,819
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
13,828
shares
|
$236,597
0.0% of portfolio
|
Q2 2025
Added 32.43%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
13,807
shares
|
$236,237
0.0% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
13,773
shares
|
$235,656
0.01% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
13,688
shares
|
$234,201
0.09% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
13,491
shares
|
$230,831
0.04% of portfolio
|
Q2 2025
Added 32.86%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
13,447
shares
|
$230,078
0.0% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,335
shares
|
$228,161
0.02% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
13,327
shares
|
$228,024
0.02% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
12,558
shares
|
$214,867
0.07% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
12,539
shares
|
$214,542
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
12,484
shares
|
$213,601
0.01% of portfolio
|
Q2 2025
Added 23.71%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
12,388
shares
|
$211,958
0.01% of portfolio
|
Q3 2023
Reduced 0.6%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
12,375
shares
|
$211,736
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
12,265
shares
|
$209,854
0.05% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
12,206
shares
|
$208,844
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
12,025
shares
|
$205,747
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
12,015
shares
|
$205,576
0.02% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,854
shares
|
$202,821
0.0% of portfolio
|
Q2 2025
Added 1.72%
|