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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
6,916
shares
|
$118,332
0.0% of portfolio
|
Q2 2025
Added 697.69%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
6,300
shares
|
$107,793
0.04% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
5,947
shares
|
$101,753
0.02% of portfolio
|
Q2 2025
Added 89.42%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
5,616
shares
|
$96,089
0.06% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
5,167
shares
|
$88,407
0.01% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
4,456
shares
|
$76,242
0.0% of portfolio
|
Q2 2025
Added 1323.64%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$68,440
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
3,827
shares
|
$65,479
0.01% of portfolio
|
Q4 2024
Reduced 25.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,810
shares
|
$65,189
0.0% of portfolio
|
Q2 2020
Added 7.92%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,743
shares
|
$64,042
0.0% of portfolio
|
Q2 2025
Added 401.74%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,696
shares
|
$63,238
0.0% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
3,577
shares
|
$61,202
0.04% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
3,326
shares
|
$56,907
0.0% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
3,123
shares
|
$53,434
0.0% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,863
shares
|
$48,985
0.0% of portfolio
|
Q2 2022
Reduced 79.78%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,858
shares
|
$48,900
0.02% of portfolio
|
Q2 2025
Added 270.69%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,840
shares
|
$48,592
0.0% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,753
shares
|
$47,103
0.0% of portfolio
|
Q2 2025
Added 53.11%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,737
shares
|
$46,830
0.0% of portfolio
|
Q4 2024
Reduced 18.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,717
shares
|
$46,487
0.0% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,570
shares
|
$43,972
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,558
shares
|
$43,767
0.0% of portfolio
|
Q1 2025
Added 35.77%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$42,775
0.02% of portfolio
|
Q2 2025
Reduced 93.38%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,411
shares
|
$41,252
0.0% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
2,381
shares
|
$40,738
0.03% of portfolio
|
Q2 2025
Added 27.46%
|