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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
58,132
shares
|
$994,638
0.02% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
57,867
shares
|
$990,104
0.0% of portfolio
|
Q2 2025
Added 15.88%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
56,949
shares
|
$974,397
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
56,554
shares
|
$967,638
0.17% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
56,346
shares
|
$964,080
0.01% of portfolio
|
Q1 2025
Reduced 24.41%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
55,655
shares
|
$952,257
0.04% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
55,008
shares
|
$941,186
0.02% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
54,651
shares
|
$935,078
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
54,008
shares
|
$924,076
0.0% of portfolio
|
Q3 2023
Reduced 38.25%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
53,904
shares
|
$922,297
0.02% of portfolio
|
Q2 2022
Added 5.84%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
53,815
shares
|
$920,774
0.01% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
53,257
shares
|
$911,227
0.01% of portfolio
|
Q2 2025
Added 155.01%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
53,223
shares
|
$910,645
0.14% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
53,017
shares
|
$907,120
0.01% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
48,675
shares
|
$832,829
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,206
shares
|
$824,804
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
47,606
shares
|
$814,538
0.0% of portfolio
|
Q2 2025
Added 46.48%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
47,050
shares
|
$805,025
0.05% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
46,429
shares
|
$794,400
0.05% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
46,310
shares
|
$792,364
0.04% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
46,140
shares
|
$789,455
0.01% of portfolio
|
Q2 2025
Added 28.2%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
45,034
shares
|
$770,531
0.0% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
44,278
shares
|
$757,596
0.06% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
43,326
shares
|
$741,307
0.01% of portfolio
|
Q2 2025
Added 24.44%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
43,117
shares
|
$737,731
0.0% of portfolio
|
Q2 2025
Reduced 5.44%
|