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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
81,164
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 81.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
78,788
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 67.63%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
75,465
shares
|
$1.12 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
75,308
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 349.92%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
73,895
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.9%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
69,412
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
69,343
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 32.5%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
67,896
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2025
Added 11.16%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
67,824
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
67,234
shares
|
$1 Million
0.02% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
64,785
shares
|
$964,000
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
64,181
shares
|
$955,013
0.09% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
63,718
shares
|
$948,123
0.0% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
61,755
shares
|
$918,914
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
61,405
shares
|
$913,706
0.1% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
57,968
shares
|
$862,563
0.0% of portfolio
|
Q4 2024
Added 300.67%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
57,884
shares
|
$861,313
0.0% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
57,247
shares
|
$851,835
0.18% of portfolio
|
Q1 2025
Added 41.71%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
56,609
shares
|
$842,341
0.06% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
56,554
shares
|
$841,523
0.17% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
56,346
shares
|
$838,428
0.01% of portfolio
|
Q1 2025
Reduced 24.41%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
56,298
shares
|
$837,714
0.02% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
55,655
shares
|
$828,146
0.04% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
55,008
shares
|
$818,519
0.02% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
54,651
shares
|
$813,206
0.02% of portfolio
|
Q3 2022
New holding
|