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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
52,072
shares
|
$763,375
0.01% of portfolio
|
Q3 2024
Reduced 26.44%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
51,524
shares
|
$755,341
0.06% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
51,031
shares
|
$748,114
0.05% of portfolio
|
Q3 2024
Added 41.18%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
49,787
shares
|
$729,877
0.0% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
49,667
shares
|
$728,118
0.08% of portfolio
|
Q3 2024
Added 19.29%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,206
shares
|
$706,699
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
47,867
shares
|
$701,730
0.02% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
46,337
shares
|
$679,300
0.12% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
44,112
shares
|
$646,681
0.05% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
44,106
shares
|
$646,593
0.03% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
43,988
shares
|
$644,864
0.0% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
43,030
shares
|
$630,819
0.0% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
42,764
shares
|
$626,920
0.0% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
42,257
shares
|
$619,487
0.0% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,963
shares
|
$615,177
0.0% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
41,854
shares
|
$613,579
0.0% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
40,631
shares
|
$595,650
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39,767
shares
|
$582,984
0.0% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
39,697
shares
|
$581,958
0.07% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
39,420
shares
|
$577,897
0.01% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
38,868
shares
|
$569,804
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
38,443
shares
|
$563,574
0.01% of portfolio
|
Q3 2024
Added 141.23%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
37,922
shares
|
$555,936
0.01% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
37,262
shares
|
$546,260
0.14% of portfolio
|
Q1 2024
Reduced 33.2%
|
|
|
Rnc Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
37,215
shares
|
$545,571
0.03% of portfolio
|
Q2 2024
Reduced 1.72%
|