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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,572
shares
|
$23,249
0.0% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,508
shares
|
$22,303
0.0% of portfolio
|
Q4 2024
Reduced 58.68%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,370
shares
|
$20,262
0.0% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
1,311
shares
|
$19,389
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
1,277
shares
|
$18,886
0.0% of portfolio
|
Q3 2024
Added 18.02%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,174
shares
|
$17,363
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,119
shares
|
$16,550
0.0% of portfolio
|
Q3 2024
Reduced 32.02%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,109
shares
|
$16,402
0.0% of portfolio
|
Q4 2024
Added 13.98%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,100
shares
|
$16,268
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,078
shares
|
$15,943
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,059
shares
|
$15,662
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
994
shares
|
$14,701
0.0% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
990
shares
|
$14,642
0.01% of portfolio
|
Q1 2024
Added 44.74%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
980
shares
|
$14,494
0.0% of portfolio
|
Q2 2024
Added 5.72%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
963
shares
|
$14,242
0.01% of portfolio
|
Q4 2023
Reduced 32.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
944
shares
|
$13,961
0.0% of portfolio
|
Q3 2024
Added 52.5%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
924
shares
|
$13,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
909
shares
|
$13,444
0.0% of portfolio
|
Q3 2024
Reduced 96.27%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
867
shares
|
$12,822
0.0% of portfolio
|
Q3 2024
Reduced 94.82%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
810
shares
|
$11,979
0.0% of portfolio
|
Q3 2024
Added 256.83%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
806
shares
|
$11,920
0.0% of portfolio
|
Q2 2024
Reduced 54.46%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
788
shares
|
$11,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
733
shares
|
$10,841
0.0% of portfolio
|
Q4 2024
Added 27.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
646
shares
|
$9,554
0.0% of portfolio
|
Q2 2024
Added 18.32%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
644
shares
|
$9,524
0.0% of portfolio
|
Q4 2024
New holding
|