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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
651,867
shares
|
$11.4 Million
0.01% of portfolio
|
Q3 2025
Added 105.3%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
643,443
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2025
Added 69.69%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
630,336
shares
|
$11 Million
0.06% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
626,801
shares
|
$11 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
561,218
shares
|
$9.81 Million
0.01% of portfolio
|
Q3 2025
Added 13.2%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
537,834
shares
|
$9.4 Million
0.04% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
537,443
shares
|
$9.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 54.82%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
532,465
shares
|
$9.31 Million
0.14% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
520,520
shares
|
$9.1 Million
0.01% of portfolio
|
Q3 2025
Added 41.07%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
518,013
shares
|
$9.05 Million
0.01% of portfolio
|
Q3 2025
Added 23.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
469,304
shares
|
$8.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
468,009
shares
|
$8.18 Million
0.12% of portfolio
|
Q4 2023
Reduced 5.45%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 10, 2025 Q3 2025 |
459,467
shares
|
$8.03 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
454,693
shares
|
$7.95 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.06%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
451,265
shares
|
$7.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
446,154
shares
|
$7.8 Million
0.04% of portfolio
|
Q3 2025
Added 363.74%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
424,283
shares
|
$7.42 Million
0.01% of portfolio
|
Q3 2025
Added 67.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
402,045
shares
|
$7.03 Million
0.01% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
383,791
shares
|
$6.71 Million
0.01% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
376,969
shares
|
$6.59 Million
0.11% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
371,861
shares
|
$6.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
368,464
shares
|
$6.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
363,324
shares
|
$6.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 33.76%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
363,307
shares
|
$6.35 Million
0.01% of portfolio
|
Q3 2025
Added 23.69%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
320,272
shares
|
$5.6 Million
0.17% of portfolio
|
Q3 2025
Added 3.28%
|
|