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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
75,981
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
74,546
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
73,299
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 139.46%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
72,497
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
70,000
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
69,554
shares
|
$1.02 Million
0.2% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
69,374
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Added 91.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
68,072
shares
|
$997,935
0.0% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
64,301
shares
|
$942,652
0.02% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
63,718
shares
|
$934,105
0.0% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
63,146
shares
|
$925,720
0.05% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
61,755
shares
|
$905,328
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
58,857
shares
|
$862,843
0.01% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
56,743
shares
|
$831,852
0.04% of portfolio
|
Q3 2024
Reduced 14.25%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
56,528
shares
|
$828,700
0.03% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
56,347
shares
|
$826,047
0.02% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
56,060
shares
|
$821,839
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
55,963
shares
|
$820,417
0.0% of portfolio
|
Q3 2024
Added 83.19%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
55,611
shares
|
$815,257
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
54,651
shares
|
$801,183
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
54,221
shares
|
$794,879
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
54,183
shares
|
$794,322
0.03% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
54,008
shares
|
$791,757
0.0% of portfolio
|
Q3 2023
Reduced 38.25%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
53,904
shares
|
$790,232
0.02% of portfolio
|
Q2 2022
Added 5.84%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
53,467
shares
|
$783,826
0.01% of portfolio
|
Q3 2024
Added 25.17%
|