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 |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
515
shares
|
$9,002
0.01% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
503
shares
|
$8,792
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
499
shares
|
$8,722
0.0% of portfolio
|
Q2 2025
Added 120.8%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
474
shares
|
$8,285
0.0% of portfolio
|
Q3 2025
Added 22.16%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
394
shares
|
$6,887
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
384
shares
|
$6,712
0.0% of portfolio
|
Q2 2025
Added 39.64%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
382
shares
|
$6,677
0.0% of portfolio
|
Q3 2025
Added 38.41%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
328
shares
|
$5,733
0.0% of portfolio
|
Q3 2025
Added 37.24%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
323
shares
|
$5,646
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
277
shares
|
$4,841
0.0% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
271
shares
|
$4,737
0.0% of portfolio
|
Q3 2025
Reduced 99.87%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
260
shares
|
$4,544
0.0% of portfolio
|
Q2 2025
Added 92.59%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
250
shares
|
$4,370
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
245
shares
|
$4,282
0.0% of portfolio
|
Q3 2025
Added 48.48%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
244
shares
|
$4,265
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
226
shares
|
$3,950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
223
shares
|
$3,898
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
214
shares
|
$3,740
0.0% of portfolio
|
Q2 2025
Added 205.71%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
206
shares
|
$3,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
187
shares
|
$3,268
0.0% of portfolio
|
Q3 2023
Reduced 35.29%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
164
shares
|
$2,866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
164
shares
|
$2,866
0.0% of portfolio
|
Q3 2025
Added 53.27%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
160
shares
|
$2,796
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
159
shares
|
$2,779
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
142
shares
|
$2,482
0.0% of portfolio
|
Q1 2025
New holding
|
|