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 |
|---|---|---|---|---|---|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
37,127
shares
|
$544,281
0.11% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
36,541
shares
|
$535,691
0.45% of portfolio
|
Q3 2024
Reduced 20.66%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
36,122
shares
|
$529,548
0.0% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
35,365
shares
|
$518,450
0.04% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
34,489
shares
|
$505,608
0.05% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
34,208
shares
|
$501,489
0.0% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
33,537
shares
|
$491,652
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
33,257
shares
|
$487,547
0.03% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
32,803
shares
|
$480,891
0.07% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
32,709
shares
|
$479,513
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
31,762
shares
|
$465,630
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
31,468
shares
|
$461,320
0.06% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
30,742
shares
|
$450,677
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
30,575
shares
|
$448,229
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
29,134
shares
|
$427,104
0.06% of portfolio
|
Q4 2023
Reduced 49.68%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
29,054
shares
|
$425,931
0.11% of portfolio
|
Q2 2024
Reduced 13.41%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
28,661
shares
|
$420,170
0.0% of portfolio
|
Q3 2024
Reduced 81.07%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
28,607
shares
|
$419,378
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
28,537
shares
|
$418,352
0.0% of portfolio
|
Q3 2024
Reduced 37.48%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
28,497
shares
|
$417,766
0.0% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
28,491
shares
|
$417,678
0.17% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
28,248
shares
|
$414,115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
28,031
shares
|
$410,934
0.01% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
27,516
shares
|
$403,384
0.18% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,451
shares
|
$402,431
0.0% of portfolio
|
Q3 2024
New holding
|