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 |
|---|---|---|---|---|---|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
146,335
shares
|
$2.18 Million
0.33% of portfolio
|
Q1 2025
Reduced 39.56%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
145,120
shares
|
$2.16 Million
0.28% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
142,384
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
138,484
shares
|
$2.06 Million
0.06% of portfolio
|
Q2 2022
Reduced 20.3%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
137,918
shares
|
$2.05 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.5%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
130,236
shares
|
$1.94 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
128,638
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Added 52.95%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
125,355
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Added 34.74%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
121,560
shares
|
$1.81 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
120,024
shares
|
$1.79 Million
0.15% of portfolio
|
Q4 2024
Added 73.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
119,633
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
118,260
shares
|
$1.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.78%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
111,138
shares
|
$1.65 Million
0.03% of portfolio
|
Q1 2025
Added 21.85%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
109,707
shares
|
$1.63 Million
0.08% of portfolio
|
Q1 2025
Added 52.23%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
106,161
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
104,297
shares
|
$1.55 Million
0.12% of portfolio
|
Q1 2025
Added 169.81%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
102,488
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 79.18%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
102,350
shares
|
$1.52 Million
0.2% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
100,495
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
96,176
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Added 20.43%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
92,567
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
88,493
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
87,352
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 34.77%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
87,274
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
85,910
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Added 4.15%
|