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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
255,579
shares
|
$3.8 Million
0.01% of portfolio
|
Q1 2025
Added 15.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
254,340
shares
|
$3.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
246,591
shares
|
$3.67 Million
0.01% of portfolio
|
Q1 2025
Added 32.99%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
245,342
shares
|
$3.65 Million
0.06% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
242,300
shares
|
$3.61 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
226,274
shares
|
$3.37 Million
0.58% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
223,348
shares
|
$3.32 Million
0.07% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
222,120
shares
|
$3.31 Million
0.07% of portfolio
|
Q4 2024
Added 15.01%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
220,000
shares
|
$3.27 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
202,146
shares
|
$3.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
196,320
shares
|
$2.92 Million
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
194,976
shares
|
$2.9 Million
0.04% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
187,977
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2025
Added 15.02%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
186,280
shares
|
$2.77 Million
0.08% of portfolio
|
Q2 2022
Reduced 6.53%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
184,730
shares
|
$2.75 Million
0.01% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
177,553
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
177,249
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Added 25.95%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
175,004
shares
|
$2.6 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
170,448
shares
|
$2.54 Million
0.02% of portfolio
|
Q1 2025
Reduced 42.32%
|
|
|
Myriad Asset Management Us LP
|
Jul 10, 2025 Q2 2025 |
169,492
shares
|
$2.52 Million
1.76% of portfolio
|
Q2 2025
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
166,010
shares
|
$2.47 Million
0.21% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
161,470
shares
|
$2.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
159,955
shares
|
$2.38 Million
0.03% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
159,362
shares
|
$2.37 Million
0.65% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
154,903
shares
|
$2.3 Million
0.07% of portfolio
|
Q1 2025
Added 18.45%
|