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 371 institutions that hold shares in the stock, with a total of 88 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
15,502
shares
|
$229,274
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
15,344
shares
|
$226,937
0.0% of portfolio
|
Q3 2024
Reduced 61.98%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
15,278
shares
|
$225,961
0.0% of portfolio
|
Q3 2024
Reduced 61.68%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
15,015
shares
|
$222,071
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,010
shares
|
$221,997
0.01% of portfolio
|
Q3 2022
Added 1.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,967
shares
|
$221,361
0.0% of portfolio
|
Q3 2024
Reduced 22.65%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
14,925
shares
|
$220,740
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
14,758
shares
|
$218,270
0.04% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
14,632
shares
|
$216,407
0.04% of portfolio
|
Q3 2024
Reduced 20.81%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
14,608
shares
|
$216,052
0.05% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
14,256
shares
|
$210,846
0.03% of portfolio
|
Q4 2024
Added 20.86%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
14,237
shares
|
$210,565
0.0% of portfolio
|
Q3 2024
Added 46.67%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
13,954
shares
|
$206,379
0.0% of portfolio
|
Q2 2023
Reduced 39.11%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
13,841
shares
|
$204,708
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
13,710
shares
|
$202,770
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
13,470
shares
|
$199,221
0.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
13,468
shares
|
$199,191
0.0% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
13,440
shares
|
$198,777
0.13% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,335
shares
|
$197,224
0.02% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Channing Global Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
13,118
shares
|
$194,015
0.14% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
12,870
shares
|
$190,347
0.01% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
12,589
shares
|
$186,191
0.02% of portfolio
|
Q3 2024
Added 2993.12%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
12,465
shares
|
$184,357
0.07% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,444
shares
|
$184,046
0.0% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
12,435
shares
|
$183,913
0.01% of portfolio
|
Q4 2024
Reduced 2.93%
|