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 |
|---|---|---|---|---|---|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
36,863
shares
|
$548,521
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
36,808
shares
|
$547,703
0.03% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
36,800
shares
|
$547,584
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
35,990
shares
|
$535,531
0.01% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
35,909
shares
|
$534,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
35,828
shares
|
$533,120
0.0% of portfolio
|
Q1 2025
Reduced 62.02%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
35,759
shares
|
$532,093
0.13% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
May 14, 2025 Q1 2025 |
34,657
shares
|
$515,696
0.11% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
34,074
shares
|
$507,021
0.0% of portfolio
|
Q1 2025
Reduced 12.41%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
33,715
shares
|
$501,679
0.0% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
33,694
shares
|
$501,366
0.05% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
32,803
shares
|
$488,108
0.07% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
32,709
shares
|
$486,709
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
32,499
shares
|
$483,585
0.0% of portfolio
|
Q1 2025
Added 22.67%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
32,398
shares
|
$482,082
0.15% of portfolio
|
Q2 2025
Added 43.85%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
32,386
shares
|
$481,903
0.01% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
32,243
shares
|
$479,775
0.08% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
31,321
shares
|
$466,056
0.06% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
30,854
shares
|
$459,107
0.18% of portfolio
|
Q1 2025
Reduced 45.01%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
30,588
shares
|
$455,149
0.0% of portfolio
|
Q1 2025
Added 63.21%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
30,563
shares
|
$454,777
0.07% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
30,020
shares
|
$446,697
0.0% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
29,310
shares
|
$436,132
0.2% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
29,134
shares
|
$433,513
0.08% of portfolio
|
Q4 2023
Reduced 49.68%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
28,939
shares
|
$430,612
0.02% of portfolio
|
Q1 2025
New holding
|