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 |
|---|---|---|---|---|---|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
28,602
shares
|
$425,597
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
28,173
shares
|
$419,214
0.01% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
27,912
shares
|
$415,330
0.24% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
27,404
shares
|
$407,771
0.01% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
26,968
shares
|
$401,283
0.01% of portfolio
|
Q1 2025
Added 90.33%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
26,652
shares
|
$396,581
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
26,563
shares
|
$395,257
0.05% of portfolio
|
Q1 2025
Reduced 24.33%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
25,928
shares
|
$385,808
0.11% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
25,407
shares
|
$378,056
0.21% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
25,173
shares
|
$374,574
0.02% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
24,969
shares
|
$371,538
0.03% of portfolio
|
Q1 2025
Added 43.01%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
24,467
shares
|
$364,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
24,242
shares
|
$360,720
0.0% of portfolio
|
Q2 2025
Added 13.14%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
24,076
shares
|
$358,250
0.03% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
24,060
shares
|
$358,012
0.0% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
23,521
shares
|
$349,992
0.11% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
23,467
shares
|
$349,188
0.0% of portfolio
|
Q1 2025
Added 18.67%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
22,429
shares
|
$333,743
0.0% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
May 02, 2025 Q1 2025 |
22,134
shares
|
$329,353
0.0% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
21,561
shares
|
$320,827
0.0% of portfolio
|
Q1 2025
Reduced 18.73%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
21,455
shares
|
$319,250
0.12% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
21,061
shares
|
$313,387
0.08% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
20,951
shares
|
$311,750
0.21% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
20,884
shares
|
$310,753
0.01% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
20,731
shares
|
$308,477
0.01% of portfolio
|
Q1 2025
Added 40.63%
|