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 |
|---|---|---|---|---|---|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
26,905
shares
|
$394,427
0.12% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
26,146
shares
|
$383,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
25,351
shares
|
$371,645
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
24,273
shares
|
$355,842
0.0% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
23,866
shares
|
$349,875
0.03% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
23,085
shares
|
$338,426
0.03% of portfolio
|
Q3 2024
Added 52.17%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
22,880
shares
|
$335,420
0.15% of portfolio
|
Q2 2024
Added 15.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
22,768
shares
|
$333,778
0.0% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
22,385
shares
|
$328,164
0.11% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
22,069
shares
|
$323,531
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
21,390
shares
|
$313,577
0.11% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
21,284
shares
|
$312,023
0.16% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
21,264
shares
|
$311,730
0.15% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
21,066
shares
|
$308,827
0.06% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
21,023
shares
|
$308,197
0.07% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
21,016
shares
|
$308,094
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
20,945
shares
|
$307,053
0.0% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
20,442
shares
|
$299,679
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
20,312
shares
|
$297,773
0.0% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
20,000
shares
|
$293,200
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
19,585
shares
|
$287,116
0.01% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
18,676
shares
|
$273,790
0.02% of portfolio
|
Q3 2024
Added 21.45%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Nov 08, 2024 Q3 2024 |
18,615
shares
|
$272,895
0.0% of portfolio
|
Q3 2024
Reduced 15.6%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
18,592
shares
|
$272,558
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
18,395
shares
|
$269,670
0.02% of portfolio
|
Q3 2024
Added 2.37%
|