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 |
|---|---|---|---|---|---|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
11,849
shares
|
$202,736
0.03% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
11,716
shares
|
$200,460
0.0% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
11,623
shares
|
$198,869
0.0% of portfolio
|
Q2 2025
Reduced 14.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
11,613
shares
|
$198,698
0.0% of portfolio
|
Q2 2025
Reduced 37.55%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
11,600
shares
|
$198,476
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
11,487
shares
|
$196,542
0.03% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
11,433
shares
|
$195,618
0.08% of portfolio
|
Q2 2025
Reduced 19.91%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,127
shares
|
$190,382
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
11,011
shares
|
$188,398
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
10,901
shares
|
$186,516
0.01% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
10,761
shares
|
$184,120
0.01% of portfolio
|
Q2 2025
Reduced 26.24%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
10,746
shares
|
$183,864
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
10,698
shares
|
$183,042
0.06% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,623
shares
|
$181,759
0.0% of portfolio
|
Q2 2025
Reduced 30.79%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
10,536
shares
|
$180,270
0.0% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
10,471
shares
|
$179,158
0.02% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
10,447
shares
|
$178,748
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
10,312
shares
|
$176,438
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
10,000
shares
|
$171,100
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
9,103
shares
|
$155,752
0.04% of portfolio
|
Q2 2022
Reduced 5.78%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,017
shares
|
$154,280
0.01% of portfolio
|
Q2 2025
Added 91.93%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
8,896
shares
|
$152,210
0.1% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
8,000
shares
|
$136,880
0.0% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
7,727
shares
|
$132,208
0.0% of portfolio
|
Q2 2025
Added 176.16%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
7,370
shares
|
$126,100
0.0% of portfolio
|
Q2 2025
Added 139.91%
|