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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,395
shares
|
$59,344
0.0% of portfolio
|
Q3 2025
Reduced 53.93%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
3,189
shares
|
$55,743
0.0% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,863
shares
|
$50,045
0.0% of portfolio
|
Q2 2022
Reduced 79.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,786
shares
|
$48,699
0.0% of portfolio
|
Q3 2025
Added 40.78%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,774
shares
|
$48,489
0.0% of portfolio
|
Q3 2025
Added 42.18%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
2,769
shares
|
$48,402
0.0% of portfolio
|
Q3 2025
Added 50.73%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,744
shares
|
$47,965
0.0% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,737
shares
|
$47,842
0.0% of portfolio
|
Q4 2024
Reduced 18.27%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$43,700
0.02% of portfolio
|
Q2 2025
Reduced 93.38%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,409
shares
|
$42,109
0.0% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
2,311
shares
|
$40,396
0.01% of portfolio
|
Q3 2025
Added 207.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,298
shares
|
$40,169
0.0% of portfolio
|
Q3 2025
Reduced 15.42%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,192
shares
|
$38,316
0.0% of portfolio
|
Q3 2023
Added 37.52%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
2,035
shares
|
$35,571
0.0% of portfolio
|
Q3 2025
Added 2443.75%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,943
shares
|
$33,963
0.0% of portfolio
|
Q3 2025
Added 771.3%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
1,919
shares
|
$33,544
0.02% of portfolio
|
Q3 2025
Added 225.25%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
1,899
shares
|
$33,194
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,876
shares
|
$32,792
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,866
shares
|
$32,617
0.01% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
1,706
shares
|
$29,820
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,687
shares
|
$29,488
0.0% of portfolio
|
Q3 2025
Added 19.73%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
1,551
shares
|
$27,111
0.01% of portfolio
|
Q4 2025
Reduced 2.08%
|
|