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 445 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
14,062
shares
|
$245,803
0.01% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,055
shares
|
$245,681
0.0% of portfolio
|
Q3 2025
Added 18.57%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
13,954
shares
|
$243,915
0.0% of portfolio
|
Q2 2023
Reduced 39.11%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
13,947
shares
|
$243,793
0.04% of portfolio
|
Q3 2025
Added 17.71%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
13,841
shares
|
$241,940
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Nov 06, 2025 Q3 2025 |
13,724
shares
|
$239,895
0.09% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
13,368
shares
|
$233,672
0.07% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,335
shares
|
$233,095
0.02% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
13,329
shares
|
$232,990
0.0% of portfolio
|
Q3 2025
Reduced 16.82%
|
|
|
Axa Investment Managers S.A.
Puteaux, I0 |
Nov 14, 2025 Q3 2025 |
13,188
shares
|
$230,526
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
13,090
shares
|
$228,813
0.01% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
12,829
shares
|
$224,250
0.05% of portfolio
|
Q3 2025
Reduced 31.25%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
12,699
shares
|
$221,978
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
12,670
shares
|
$221,471
0.03% of portfolio
|
Q3 2025
Reduced 29.88%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
12,484
shares
|
$218,220
0.01% of portfolio
|
Q2 2025
Added 23.71%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
12,388
shares
|
$216,542
0.01% of portfolio
|
Q3 2023
Reduced 0.6%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
12,292
shares
|
$214,864
0.06% of portfolio
|
Q3 2025
Added 14.9%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
12,291
shares
|
$214,846
0.0% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,149
shares
|
$212,364
0.0% of portfolio
|
Q3 2025
Added 14.37%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
12,143
shares
|
$212,259
0.06% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
12,037
shares
|
$210,406
0.02% of portfolio
|
Q3 2025
Reduced 27.48%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
12,025
shares
|
$210,197
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
12,017
shares
|
$210,057
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
12,015
shares
|
$210,022
0.0% of portfolio
|
Q3 2025
Added 73.73%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
11,540
shares
|
$201,719
0.0% of portfolio
|
Q3 2025
Added 188.5%
|
|