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 |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
498,602
shares
|
$7.42 Million
0.14% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
473,454
shares
|
$7.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
468,210
shares
|
$6.97 Million
0.01% of portfolio
|
Q1 2025
Added 46.44%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
468,009
shares
|
$6.96 Million
0.12% of portfolio
|
Q4 2023
Reduced 5.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
445,354
shares
|
$6.63 Million
0.0% of portfolio
|
Q1 2025
Added 37.04%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
428,907
shares
|
$6.38 Million
0.15% of portfolio
|
Q1 2025
Reduced 93.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
426,982
shares
|
$6.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
421,483
shares
|
$6.27 Million
0.01% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
409,398
shares
|
$6.09 Million
1.32% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
398,093
shares
|
$5.92 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
392,673
shares
|
$5.84 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
388,251
shares
|
$5.78 Million
0.06% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
361,646
shares
|
$5.38 Million
0.01% of portfolio
|
Q1 2025
Added 20.76%
|
|
|
Benson Investment Management Company, Inc.
|
Apr 10, 2025 Q1 2025 |
355,750
shares
|
$5.29 Million
2.44% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
339,892
shares
|
$5.06 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
332,151
shares
|
$4.94 Million
0.03% of portfolio
|
Q1 2025
Added 56.88%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
311,000
shares
|
$4.63 Million
0.2% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
301,575
shares
|
$4.49 Million
0.16% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
290,117
shares
|
$4.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
284,762
shares
|
$4.24 Million
0.17% of portfolio
|
Q1 2025
Added 299.42%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
282,579
shares
|
$4.2 Million
0.11% of portfolio
|
Q3 2023
Added 20.13%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
282,363
shares
|
$4.2 Million
0.0% of portfolio
|
Q1 2025
Added 103.61%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
275,348
shares
|
$4.1 Million
0.51% of portfolio
|
Q2 2023
Reduced 0.41%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
271,808
shares
|
$4.04 Million
0.04% of portfolio
|
Q1 2025
Added 77.11%
|
|
|
Augustine Asset Management Inc
|
Apr 25, 2025 Q1 2025 |
259,864
shares
|
$3.87 Million
1.26% of portfolio
|
Q1 2025
Added 2.03%
|