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 388 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
13,570
shares
|
$201,921
0.1% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
13,345
shares
|
$198,573
0.05% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,335
shares
|
$198,424
0.02% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
13,239
shares
|
$196,996
0.0% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
13,156
shares
|
$195,761
0.0% of portfolio
|
Q1 2025
Reduced 19.16%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
13,010
shares
|
$193,588
0.04% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
12,694
shares
|
$188,886
0.09% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
12,616
shares
|
$187,726
0.08% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
12,427
shares
|
$184,913
0.02% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
12,388
shares
|
$184,333
0.01% of portfolio
|
Q3 2023
Reduced 0.6%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
12,015
shares
|
$178,783
0.02% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
11,991
shares
|
$178,426
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
11,654
shares
|
$173,411
0.01% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
11,605
shares
|
$172,682
0.03% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
11,600
shares
|
$172,608
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
11,105
shares
|
$165,242
0.03% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
10,901
shares
|
$162,206
0.01% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
10,795
shares
|
$160,629
0.0% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
10,536
shares
|
$156,775
0.0% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
10,154
shares
|
$151,091
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
10,091
shares
|
$150,154
0.01% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
10,029
shares
|
$149,231
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
10,000
shares
|
$148,800
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
9,103
shares
|
$135,452
0.04% of portfolio
|
Q2 2022
Reduced 5.78%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
8,896
shares
|
$132,372
0.1% of portfolio
|
Q2 2025
Added 2.12%
|