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 |
|---|---|---|---|---|---|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
166,010
shares
|
$2.84 Million
0.21% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
165,142
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
Added 28.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
163,866
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2025
Added 36.97%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
157,509
shares
|
$2.69 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
156,951
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2025
Added 69.55%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
154,903
shares
|
$2.65 Million
0.07% of portfolio
|
Q1 2025
Added 18.45%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
151,031
shares
|
$2.58 Million
0.29% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
149,210
shares
|
$2.55 Million
0.31% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
146,090
shares
|
$2.5 Million
0.1% of portfolio
|
Q2 2025
Added 21.72%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
138,896
shares
|
$2.38 Million
0.09% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
138,484
shares
|
$2.37 Million
0.06% of portfolio
|
Q2 2022
Reduced 20.3%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
131,226
shares
|
$2.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 35.08%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
127,335
shares
|
$2.18 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
120,889
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
119,643
shares
|
$2.05 Million
0.01% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
116,965
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
110,197
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
108,501
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
101,046
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 85.76%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
100,790
shares
|
$1.72 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
100,495
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
99,889
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Dorsey Wright & Associates
|
Aug 11, 2025 Q2 2025 |
97,309
shares
|
$1.66 Million
0.36% of portfolio
|
Q2 2025
Reduced 38.94%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
96,208
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
93,850
shares
|
$1.61 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.3%
|