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 |
|---|---|---|---|---|---|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
30,412
shares
|
$520,349
0.03% of portfolio
|
Q2 2025
Added 59.45%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
30,020
shares
|
$513,642
0.0% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
29,310
shares
|
$501,494
0.2% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
29,254
shares
|
$500,535
0.01% of portfolio
|
Q2 2025
Added 46.76%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
29,182
shares
|
$499,304
0.03% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
28,939
shares
|
$495,146
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
28,574
shares
|
$488,901
0.0% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
28,246
shares
|
$483,289
0.01% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
27,994
shares
|
$478,977
0.01% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,824
shares
|
$476,068
0.0% of portfolio
|
Q2 2025
Reduced 65.72%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
27,452
shares
|
$469,703
0.0% of portfolio
|
Q2 2025
Added 49.77%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jul 24, 2025 Q2 2025 |
26,652
shares
|
$456,015
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
26,563
shares
|
$454,492
0.05% of portfolio
|
Q1 2025
Reduced 24.33%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
26,256
shares
|
$449,240
0.02% of portfolio
|
Q2 2025
Added 35.82%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
25,928
shares
|
$443,628
0.11% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
25,735
shares
|
$440,325
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
25,673
shares
|
$439,265
0.02% of portfolio
|
Q2 2025
Added 24.24%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
25,667
shares
|
$439,162
0.21% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
25,151
shares
|
$430,333
0.05% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
25,123
shares
|
$429,854
0.01% of portfolio
|
Q2 2025
Added 21.19%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
25,120
shares
|
$429,803
0.02% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
25,117
shares
|
$429,751
0.0% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
24,405
shares
|
$417,569
0.18% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
24,243
shares
|
$414,797
0.01% of portfolio
|
Q2 2025
Added 65.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
24,242
shares
|
$414,780
0.0% of portfolio
|
Q2 2025
Added 13.14%
|