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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
33
shares
|
$479
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
32
shares
|
$465
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
25
shares
|
$363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
19
shares
|
$276
0.0% of portfolio
|
Q3 2022
Reduced 20.83%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
14
shares
|
$203
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
8
shares
|
$116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
8
shares
|
$116
0.01% of portfolio
|
Q1 2025
Reduced 99.39%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5
shares
|
$72
0.0% of portfolio
|
Q4 2022
Reduced 97.3%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q1 2025
Reduced 99.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|