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 355 institutions that hold shares in the stock, with a total of 87.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
990
shares
|
$14,543
0.01% of portfolio
|
Q1 2024
Added 44.74%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
980
shares
|
$14,396
0.0% of portfolio
|
Q2 2024
Added 5.72%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
973
shares
|
$14,293
0.0% of portfolio
|
Q3 2024
Added 561.9%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
963
shares
|
$14,146
0.01% of portfolio
|
Q4 2023
Reduced 32.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
944
shares
|
$13,867
0.0% of portfolio
|
Q3 2024
Added 52.5%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
924
shares
|
$13,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
909
shares
|
$13,353
0.0% of portfolio
|
Q3 2024
Reduced 96.27%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
867
shares
|
$12,736
0.0% of portfolio
|
Q3 2024
Reduced 94.82%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
810
shares
|
$11,898
0.0% of portfolio
|
Q3 2024
Added 256.83%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
806
shares
|
$11,840
0.0% of portfolio
|
Q2 2024
Reduced 54.46%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
796
shares
|
$11,693
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
788
shares
|
$11,575
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
646
shares
|
$9,489
0.0% of portfolio
|
Q2 2024
Added 18.32%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
644
shares
|
$9,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
607
shares
|
$8,916
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
601
shares
|
$8,828
0.0% of portfolio
|
Q1 2022
Reduced 21.85%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
575
shares
|
$8,446
0.0% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
561
shares
|
$8,241
0.0% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
500
shares
|
$7,345
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
499
shares
|
$7,330
0.0% of portfolio
|
Q3 2024
Added 166.84%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
448
shares
|
$6,581
0.0% of portfolio
|
Q4 2023
Reduced 91.26%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
412
shares
|
$6,052
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
398
shares
|
$5,846
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
352
shares
|
$5,170
0.0% of portfolio
|
Q3 2024
Reduced 33.46%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
299
shares
|
$4,392
0.0% of portfolio
|
Q3 2024
New holding
|