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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
54,008
shares
|
$803,639
0.0% of portfolio
|
Q3 2023
Reduced 38.25%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
53,904
shares
|
$802,091
0.02% of portfolio
|
Q2 2022
Added 5.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
52,161
shares
|
$776,155
0.0% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
51,441
shares
|
$765,442
0.01% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
51,128
shares
|
$760,784
0.14% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
49,938
shares
|
$743,077
0.0% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
49,631
shares
|
$738,509
0.04% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,206
shares
|
$717,305
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
47,544
shares
|
$707,454
0.01% of portfolio
|
Q1 2025
Added 20.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
46,880
shares
|
$697,574
0.0% of portfolio
|
Q1 2025
Added 140.87%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
46,429
shares
|
$690,863
0.05% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
45,999
shares
|
$684,465
0.06% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
45,943
shares
|
$683,631
0.07% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
45,598
shares
|
$678,498
0.0% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
44,402
shares
|
$660,701
0.01% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
43,928
shares
|
$653,648
0.02% of portfolio
|
Q1 2025
Added 25.3%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
43,326
shares
|
$644,690
0.01% of portfolio
|
Q2 2025
Added 24.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,963
shares
|
$624,409
0.0% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
39,799
shares
|
$592,209
0.09% of portfolio
|
Q4 2024
Added 30.17%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
39,704
shares
|
$590,795
0.0% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
39,574
shares
|
$588,861
0.0% of portfolio
|
Q1 2025
Added 336.41%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
38,627
shares
|
$574,769
0.0% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
38,626
shares
|
$574,754
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
37,563
shares
|
$558,937
0.04% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
37,262
shares
|
$554,458
0.19% of portfolio
|
Q1 2024
Reduced 33.2%
|