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 415 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $1.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
532,443
shares
|
$9.11 Million
0.13% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
529,444
shares
|
$9.06 Million
0.0% of portfolio
|
Q2 2025
Added 18.88%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
505,871
shares
|
$8.66 Million
1.16% of portfolio
|
Q2 2025
Added 23.56%
|
|
|
Massar Capital Management, LP
Stamford, CT |
Aug 14, 2025 Q2 2025 |
500,000
shares
|
$8.56 Million
5.65% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
495,765
shares
|
$8.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
472,246
shares
|
$8.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
471,176
shares
|
$8.06 Million
0.01% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
468,009
shares
|
$8.01 Million
0.12% of portfolio
|
Q4 2023
Reduced 5.45%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
463,502
shares
|
$7.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 48.32%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
458,927
shares
|
$7.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
436,288
shares
|
$7.46 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
424,036
shares
|
$7.26 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.23%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
418,390
shares
|
$7.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
380,533
shares
|
$6.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
379,185
shares
|
$6.49 Million
0.0% of portfolio
|
Q2 2025
Added 34.29%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
370,368
shares
|
$6.34 Million
0.01% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
368,987
shares
|
$6.31 Million
0.0% of portfolio
|
Q2 2025
Added 108.17%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
357,897
shares
|
$6.12 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
317,513
shares
|
$5.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
311,000
shares
|
$5.32 Million
0.2% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
310,086
shares
|
$5.31 Million
0.15% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
301,796
shares
|
$5.16 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
293,729
shares
|
$5.03 Million
0.01% of portfolio
|
Q2 2025
Added 56.26%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
282,579
shares
|
$4.83 Million
0.11% of portfolio
|
Q3 2023
Added 20.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
282,078
shares
|
$4.83 Million
0.01% of portfolio
|
Q2 2025
Added 10.37%
|