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 |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
607
shares
|
$8,977
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
601
shares
|
$8,888
0.0% of portfolio
|
Q1 2022
Reduced 21.85%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
561
shares
|
$8,297
0.0% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
546
shares
|
$8,075
0.0% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
500
shares
|
$7,395
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
448
shares
|
$6,625
0.0% of portfolio
|
Q4 2023
Reduced 91.26%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
412
shares
|
$6,093
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
398
shares
|
$5,886
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
323
shares
|
$4,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
299
shares
|
$4,422
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
291
shares
|
$4,303
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
276
shares
|
$4,082
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
250
shares
|
$3,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
220
shares
|
$3,253
0.0% of portfolio
|
Q2 2024
Reduced 25.42%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
204
shares
|
$3,017
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
200
shares
|
$2,958
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
187
shares
|
$2,765
0.0% of portfolio
|
Q3 2023
Reduced 35.29%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
167
shares
|
$2,469
0.0% of portfolio
|
Q1 2024
Added 198.21%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
164
shares
|
$2,425
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
136
shares
|
$2,011
0.0% of portfolio
|
Q2 2024
Reduced 95.95%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
115
shares
|
$1,700
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
115
shares
|
$1,700
0.0% of portfolio
|
Q2 2024
Added 153.04%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
110
shares
|
$1,626
0.0% of portfolio
|
Q3 2024
Reduced 76.89%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
94
shares
|
$1,390
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
92
shares
|
$1,360
0.0% of portfolio
|
Q3 2024
Reduced 22.03%
|