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 |
|---|---|---|---|---|---|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
24,221
shares
|
$414,421
0.03% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Jul 25, 2025 Q2 2025 |
24,052
shares
|
$411,529
0.0% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
24,020
shares
|
$410,982
0.0% of portfolio
|
Q2 2025
Added 37.78%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
24,011
shares
|
$410,828
0.09% of portfolio
|
Q2 2025
Added 56.63%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
23,726
shares
|
$405,951
0.0% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
23,002
shares
|
$393,564
0.08% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
22,938
shares
|
$392,469
0.0% of portfolio
|
Q2 2025
Added 67.49%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
22,768
shares
|
$389,560
0.02% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Aug 12, 2025 Q2 2025 |
22,657
shares
|
$387,661
0.06% of portfolio
|
Q2 2025
Reduced 34.63%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
22,581
shares
|
$386,360
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
22,465
shares
|
$384,376
0.0% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,475
shares
|
$367,437
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
21,321
shares
|
$364,802
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
21,302
shares
|
$364,477
0.1% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
20,960
shares
|
$358,625
0.07% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
20,951
shares
|
$358,471
0.21% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
20,626
shares
|
$352,910
0.0% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
20,582
shares
|
$352,158
0.01% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
20,507
shares
|
$350,874
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
20,072
shares
|
$343,431
0.03% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
19,800
shares
|
$338,778
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
19,664
shares
|
$336,451
0.0% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
19,003
shares
|
$325,141
0.0% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
18,699
shares
|
$319,939
0.01% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
18,660
shares
|
$319,272
0.07% of portfolio
|
Q2 2025
New holding
|