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 |
|---|---|---|---|---|---|
|
Seldon Capital LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
92,885
shares
|
$1.59 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
85,009
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
83,255
shares
|
$1.42 Million
0.04% of portfolio
|
Q2 2025
Added 22.75%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
82,101
shares
|
$1.4 Million
0.02% of portfolio
|
Q2 2025
Added 22.11%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
80,550
shares
|
$1.38 Million
0.08% of portfolio
|
Q2 2025
Added 18.64%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
80,482
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
80,185
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
77,521
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 29.34%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
76,000
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 37.48%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
75,449
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
73,962
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
70,886
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
69,842
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
69,780
shares
|
$1.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
67,819
shares
|
$1.16 Million
0.19% of portfolio
|
Q2 2025
Added 18.47%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
65,854
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
63,718
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
63,295
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
63,217
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
62,636
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 41.07%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
61,755
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
61,405
shares
|
$1.05 Million
0.1% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
61,153
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 17.24%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
58,805
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 92.25%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
58,268
shares
|
$996,965
0.09% of portfolio
|
Q2 2025
Added 100.0%
|