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 389 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 $1.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
8,711
shares
|
$126,657
0.11% of portfolio
|
Q1 2025
Added 59.98%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
8,000
shares
|
$116,320
0.0% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,738
shares
|
$112,510
0.01% of portfolio
|
Q1 2025
Reduced 52.58%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
7,528
shares
|
$109,457
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
7,431
shares
|
$108,046
0.02% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
6,300
shares
|
$91,602
0.04% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
6,072
shares
|
$88,286
0.0% of portfolio
|
Q1 2025
Added 214.77%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
5,947
shares
|
$86,469
0.02% of portfolio
|
Q1 2025
Added 654.7%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
5,796
shares
|
$84,273
0.07% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
5,393
shares
|
$78,414
0.01% of portfolio
|
Q1 2025
Reduced 32.11%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
5,269
shares
|
$76,611
0.0% of portfolio
|
Q1 2025
Added 135.96%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
4,698
shares
|
$68,308
0.0% of portfolio
|
Q1 2025
Reduced 30.52%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
4,138
shares
|
$60,166
0.0% of portfolio
|
Q1 2025
Added 823.66%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,000
shares
|
$58,160
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
3,827
shares
|
$55,644
0.01% of portfolio
|
Q4 2024
Reduced 25.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,810
shares
|
$55,397
0.0% of portfolio
|
Q2 2020
Added 7.92%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
3,545
shares
|
$51,544
0.04% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,313
shares
|
$48,171
0.0% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
3,289
shares
|
$47,822
0.0% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,863
shares
|
$41,628
0.0% of portfolio
|
Q2 2022
Reduced 79.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,812
shares
|
$40,886
0.0% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,798
shares
|
$40,682
0.0% of portfolio
|
Q1 2025
Added 16.44%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,737
shares
|
$39,795
0.0% of portfolio
|
Q4 2024
Reduced 18.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,558
shares
|
$37,193
0.0% of portfolio
|
Q1 2025
Added 35.77%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
2,500
shares
|
$36,350
0.02% of portfolio
|
Q4 2022
New holding
|