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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,702
shares
|
$128,702
0.0% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
7,944
shares
|
$117,491
0.02% of portfolio
|
Q4 2024
Added 32.93%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
7,352
shares
|
$108,736
0.0% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
7,028
shares
|
$103,944
0.02% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
6,300
shares
|
$93,177
0.04% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
5,902
shares
|
$87,290
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
5,445
shares
|
$80,531
0.06% of portfolio
|
Q4 2024
Added 29.46%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
4,895
shares
|
$72,397
0.0% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
3,827
shares
|
$56,601
0.01% of portfolio
|
Q4 2024
Reduced 25.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,810
shares
|
$56,349
0.0% of portfolio
|
Q2 2020
Added 7.92%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
3,496
shares
|
$51,705
0.04% of portfolio
|
Q4 2024
Added 36.78%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,404
shares
|
$50,345
0.0% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
3,349
shares
|
$49,531
0.0% of portfolio
|
Q3 2024
Reduced 15.39%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,863
shares
|
$42,343
0.0% of portfolio
|
Q2 2022
Reduced 79.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,706
shares
|
$40,021
0.0% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,500
shares
|
$36,975
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,411
shares
|
$35,658
0.0% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,403
shares
|
$35,540
0.0% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,302
shares
|
$34,046
0.0% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,233
shares
|
$33,026
0.0% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,192
shares
|
$32,419
0.0% of portfolio
|
Q3 2023
Added 37.52%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
2,086
shares
|
$30,851
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,876
shares
|
$27,746
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,841
shares
|
$27,228
0.01% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,597
shares
|
$23,619
0.0% of portfolio
|
Q4 2024
Added 32.86%
|