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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
20,697
shares
|
$307,971
0.04% of portfolio
|
Q1 2025
Added 45.18%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
20,664
shares
|
$307,480
0.02% of portfolio
|
Q1 2025
Added 26.78%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
20,099
shares
|
$299,073
0.01% of portfolio
|
Q1 2025
Added 25.94%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
20,072
shares
|
$298,671
0.03% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
19,933
shares
|
$296,603
0.01% of portfolio
|
Q4 2024
Added 127.36%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
19,804
shares
|
$294,683
0.02% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Apr 29, 2025 Q1 2025 |
19,800
shares
|
$294,624
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
19,784
shares
|
$294,385
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
19,652
shares
|
$292,421
0.05% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
19,332
shares
|
$287,660
0.02% of portfolio
|
Q1 2025
Added 72.18%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
19,038
shares
|
$283,285
0.0% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
18,997
shares
|
$282,675
0.0% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
18,732
shares
|
$278,732
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
18,596
shares
|
$276,708
0.0% of portfolio
|
Q1 2025
Reduced 39.6%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
18,329
shares
|
$272,735
0.0% of portfolio
|
Q1 2025
Added 47.29%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
18,192
shares
|
$270,696
0.01% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
17,605
shares
|
$261,962
0.01% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
17,536
shares
|
$260,935
0.04% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
17,434
shares
|
$259,417
0.0% of portfolio
|
Q1 2025
Added 41.77%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
17,223
shares
|
$256,278
0.0% of portfolio
|
Q2 2023
Reduced 29.73%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
17,206
shares
|
$256,025
0.06% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
17,110
shares
|
$254,596
0.03% of portfolio
|
Q2 2025
Reduced 76.03%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
16,942
shares
|
$252,096
0.01% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
16,897
shares
|
$251,427
0.0% of portfolio
|
Q2 2025
Reduced 33.16%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
16,713
shares
|
$248,689
0.0% of portfolio
|
Q1 2025
Added 1.03%
|