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 438 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 |
|---|---|---|---|---|---|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
11,536
shares
|
$201,649
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
11,351
shares
|
$198,415
0.01% of portfolio
|
Q3 2025
Reduced 14.83%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
11,220
shares
|
$196,125
0.08% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
11,121
shares
|
$194,395
0.02% of portfolio
|
Q3 2025
Reduced 59.41%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 13, 2025 Q3 2025 |
11,057
shares
|
$193,276
0.03% of portfolio
|
Q3 2025
Reduced 51.2%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
10,901
shares
|
$190,549
0.01% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
10,397
shares
|
$181,739
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
10,324
shares
|
$180,463
0.02% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
10,177
shares
|
$177,893
0.0% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
10,096
shares
|
$176,478
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
10,000
shares
|
$174,800
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
9,342
shares
|
$163,298
0.01% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
9,103
shares
|
$159,120
0.04% of portfolio
|
Q2 2022
Reduced 5.78%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
8,943
shares
|
$156,323
0.11% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
7,727
shares
|
$135,067
0.0% of portfolio
|
Q2 2025
Added 176.16%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
6,300
shares
|
$110,124
0.04% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
5,624
shares
|
$98,307
0.0% of portfolio
|
Q3 2025
Added 182.05%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
5,241
shares
|
$91,612
0.01% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,695
shares
|
$82,068
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,875
shares
|
$67,735
0.0% of portfolio
|
Q3 2025
Added 40.76%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
3,827
shares
|
$66,895
0.01% of portfolio
|
Q4 2024
Reduced 25.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,810
shares
|
$66,598
0.0% of portfolio
|
Q2 2020
Added 7.92%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,655
shares
|
$63,889
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
3,631
shares
|
$63,469
0.04% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
3,541
shares
|
$61,896
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|