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 |
|---|---|---|---|---|---|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
148,568
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 39.25%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
139,297
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
138,484
shares
|
$2.03 Million
0.06% of portfolio
|
Q2 2022
Reduced 20.3%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
138,145
shares
|
$2.03 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
128,843
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
127,992
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
127,040
shares
|
$1.86 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Capital Wealth Planning, LLC
|
Nov 12, 2024 Q3 2024 |
113,341
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 64.63%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
106,830
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
101,090
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
100,600
shares
|
$1.47 Million
0.17% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
96,553
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
92,220
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Xy Capital LTD
Central, K3 |
Nov 01, 2024 Q3 2024 |
92,052
shares
|
$1.35 Million
0.4% of portfolio
|
Q3 2024
Reduced 17.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
89,058
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
88,933
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 21, 2024 Q3 2024 |
86,951
shares
|
$1.27 Million
0.19% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
85,733
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
84,609
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
83,051
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
82,486
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
81,794
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 121.77%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
80,612
shares
|
$1.18 Million
0.1% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
79,860
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Added 32.35%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
78,954
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 40.64%
|