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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,411
shares
|
$35,055
0.0% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
2,404
shares
|
$34,954
0.0% of portfolio
|
Q1 2025
Added 88.25%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,334
shares
|
$33,936
0.0% of portfolio
|
Q1 2025
Added 1044.12%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,192
shares
|
$31,871
0.0% of portfolio
|
Q3 2023
Added 37.52%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,876
shares
|
$27,277
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,868
shares
|
$27,160
0.02% of portfolio
|
Q1 2025
Reduced 20.68%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,841
shares
|
$26,768
0.01% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,798
shares
|
$26,142
0.0% of portfolio
|
Q1 2025
Added 12.59%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,712
shares
|
$24,892
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,542
shares
|
$22,420
0.0% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,315
shares
|
$19,120
0.0% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,302
shares
|
$18,931
0.0% of portfolio
|
Q1 2025
Added 130100.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
1,174
shares
|
$17,069
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,078
shares
|
$15,674
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,059
shares
|
$15,397
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
980
shares
|
$14,249
0.0% of portfolio
|
Q2 2024
Added 5.72%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
965
shares
|
$14,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
909
shares
|
$13,216
0.0% of portfolio
|
Q3 2024
Reduced 96.27%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
867
shares
|
$12,606
0.0% of portfolio
|
Q3 2024
Reduced 94.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
846
shares
|
$12,300
0.0% of portfolio
|
Q1 2025
Added 30.96%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
820
shares
|
$11,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
806
shares
|
$11,719
0.0% of portfolio
|
Q2 2024
Reduced 54.46%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
771
shares
|
$11,210
0.0% of portfolio
|
Q1 2025
Reduced 22.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
752
shares
|
$10,934
0.0% of portfolio
|
Q1 2025
Reduced 53.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
746
shares
|
$10,846
0.0% of portfolio
|
Q1 2025
New holding
|