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 |
|---|---|---|---|---|---|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
42,356
shares
|
$724,711
0.11% of portfolio
|
Q2 2025
Reduced 25.18%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
42,143
shares
|
$721,066
0.01% of portfolio
|
Q2 2025
Added 14.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,963
shares
|
$717,986
0.0% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
41,763
shares
|
$714,564
0.03% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
41,206
shares
|
$705,034
0.0% of portfolio
|
Q2 2025
Added 187.05%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
39,704
shares
|
$679,335
0.0% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
39,554
shares
|
$676,768
0.17% of portfolio
|
Q2 2025
Added 28.2%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
38,549
shares
|
$659,573
0.0% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
37,303
shares
|
$638,254
0.01% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
37,262
shares
|
$637,552
0.17% of portfolio
|
Q1 2024
Reduced 33.2%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
36,940
shares
|
$632,043
0.0% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
36,510
shares
|
$624,686
0.01% of portfolio
|
Q2 2025
Reduced 16.89%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
36,016
shares
|
$616,233
0.13% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
35,578
shares
|
$608,739
0.07% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
35,383
shares
|
$605,403
0.12% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
34,528
shares
|
$590,774
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
33,694
shares
|
$576,504
0.05% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
33,290
shares
|
$569,591
0.0% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
32,803
shares
|
$561,259
0.07% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
32,709
shares
|
$559,650
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
32,487
shares
|
$555,852
0.03% of portfolio
|
Q2 2025
Reduced 68.85%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
32,398
shares
|
$554,329
0.15% of portfolio
|
Q2 2025
Added 43.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
32,122
shares
|
$549,607
0.02% of portfolio
|
Q2 2025
Added 315.12%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
31,350
shares
|
$536,398
0.01% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
30,563
shares
|
$522,932
0.07% of portfolio
|
Q2 2025
Reduced 6.9%
|