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 388 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 $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
728
shares
|
$10,832
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
666
shares
|
$9,910
0.0% of portfolio
|
Q1 2025
Added 141.3%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
644
shares
|
$9,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
601
shares
|
$8,942
0.0% of portfolio
|
Q1 2022
Reduced 21.85%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
564
shares
|
$8,392
0.0% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
561
shares
|
$8,347
0.0% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
533
shares
|
$7,931
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
501
shares
|
$7,454
0.0% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
499
shares
|
$7,425
0.0% of portfolio
|
Q2 2025
Added 120.8%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
472
shares
|
$7,023
0.0% of portfolio
|
Q1 2025
Added 310.43%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
444
shares
|
$6,606
0.01% of portfolio
|
Q1 2025
Reduced 30.95%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
438
shares
|
$6,517
0.0% of portfolio
|
Q1 2025
Added 563.64%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
388
shares
|
$5,773
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
346
shares
|
$5,148
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
323
shares
|
$4,806
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
314
shares
|
$4,672
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
313
shares
|
$4,657
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
277
shares
|
$4,121
0.0% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
275
shares
|
$4,092
0.0% of portfolio
|
Q1 2025
Added 64.67%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
271
shares
|
$4,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
255
shares
|
$3,794
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
250
shares
|
$3,720
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
223
shares
|
$3,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
220
shares
|
$3,273
0.0% of portfolio
|
Q1 2025
Reduced 18.82%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
208
shares
|
$3,095
0.0% of portfolio
|
Q1 2025
New holding
|