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 353 institutions that hold shares in the stock, with a total of 87.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
468,307
shares
|
$6.87 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
468,009
shares
|
$6.86 Million
0.12% of portfolio
|
Q4 2023
Reduced 5.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
441,673
shares
|
$6.47 Million
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
435,010
shares
|
$6.38 Million
1.05% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
424,680
shares
|
$6.23 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Benson Investment Management Company, Inc.
|
Oct 11, 2024 Q3 2024 |
410,255
shares
|
$6.01 Million
2.1% of portfolio
|
Q3 2024
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
405,921
shares
|
$5.95 Million
0.0% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
396,667
shares
|
$5.82 Million
0.01% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
388,251
shares
|
$5.69 Million
0.06% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
376,490
shares
|
$5.52 Million
0.0% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
368,972
shares
|
$5.41 Million
0.12% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
353,043
shares
|
$5.18 Million
0.01% of portfolio
|
Q3 2024
Added 31.71%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
336,000
shares
|
$4.93 Million
0.22% of portfolio
|
Q3 2024
Added 19.15%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
333,233
shares
|
$4.89 Million
0.13% of portfolio
|
Q3 2024
Reduced 26.15%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
326,942
shares
|
$4.79 Million
0.01% of portfolio
|
Q3 2024
Added 844.7%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
309,329
shares
|
$4.53 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
305,204
shares
|
$4.47 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
300,001
shares
|
$4.4 Million
0.0% of portfolio
|
Q3 2024
Added 20.93%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
295,457
shares
|
$4.33 Million
0.03% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Rokos Capital Management LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
293,693
shares
|
$4.31 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
291,835
shares
|
$4.28 Million
0.0% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
282,579
shares
|
$4.14 Million
0.11% of portfolio
|
Q3 2023
Added 20.13%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
275,348
shares
|
$4.04 Million
0.51% of portfolio
|
Q2 2023
Reduced 0.41%
|
|
|
Samlyn Capital, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
266,615
shares
|
$3.91 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
256,545
shares
|
$3.76 Million
1.13% of portfolio
|
Q3 2024
Added 1.53%
|