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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
200
shares
|
$2,976
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
187
shares
|
$2,782
0.0% of portfolio
|
Q3 2023
Reduced 35.29%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
164
shares
|
$2,440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
142
shares
|
$2,112
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
135
shares
|
$2,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
129
shares
|
$1,919
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
125
shares
|
$1,860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
119
shares
|
$1,770
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
115
shares
|
$1,711
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
109
shares
|
$1,621
0.0% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
105
shares
|
$1,562
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
94
shares
|
$1,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
88
shares
|
$1,309
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
87
shares
|
$1,294
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
86
shares
|
$1,279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
70
shares
|
$1,041
0.0% of portfolio
|
Q4 2024
Reduced 80.11%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
58
shares
|
$863
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
56
shares
|
$833
0.0% of portfolio
|
Q1 2025
Reduced 39.13%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
55
shares
|
$818
0.0% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
49
shares
|
$729
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
38
shares
|
$565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
38
shares
|
$565
0.0% of portfolio
|
Q1 2025
Added 1800.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
38
shares
|
$565
0.0% of portfolio
|
Q4 2023
Added 2.7%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
33
shares
|
$491
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
33
shares
|
$491
0.0% of portfolio
|
Q4 2023
New holding
|