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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,208
shares
|
$37,778
0.0% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,192
shares
|
$37,505
0.0% of portfolio
|
Q3 2023
Added 37.52%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2,064
shares
|
$35,315
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
2,029
shares
|
$34,716
0.0% of portfolio
|
Q2 2025
Added 204.65%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,994
shares
|
$34,117
0.0% of portfolio
|
Q2 2025
Added 51.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,979
shares
|
$33,860
0.0% of portfolio
|
Q2 2025
Added 163.16%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,951
shares
|
$33,381
0.0% of portfolio
|
Q2 2025
Added 49.85%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,876
shares
|
$32,098
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,841
shares
|
$31,499
0.01% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,837
shares
|
$31,431
0.0% of portfolio
|
Q2 2025
Reduced 69.75%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,712
shares
|
$29,292
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,526
shares
|
$26,109
0.0% of portfolio
|
Q2 2025
Reduced 36.52%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,505
shares
|
$25,750
0.01% of portfolio
|
Q2 2025
Added 83.54%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,409
shares
|
$24,107
0.0% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
1,217
shares
|
$20,822
0.01% of portfolio
|
Q2 2025
Added 15112.5%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,078
shares
|
$18,444
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,059
shares
|
$18,119
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
980
shares
|
$16,767
0.0% of portfolio
|
Q2 2024
Added 5.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
942
shares
|
$16,117
0.0% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
866
shares
|
$14,817
0.0% of portfolio
|
Q2 2025
Added 18.14%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
848
shares
|
$14,509
0.0% of portfolio
|
Q2 2025
Added 79.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
846
shares
|
$14,475
0.0% of portfolio
|
Q1 2025
Added 30.96%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
806
shares
|
$13,790
0.0% of portfolio
|
Q2 2024
Reduced 54.46%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
794
shares
|
$13,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
751
shares
|
$12,849
0.0% of portfolio
|
Q2 2025
New holding
|