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 |
|---|---|---|---|---|---|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
305,000
shares
|
$5.33 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
296,416
shares
|
$5.18 Million
0.03% of portfolio
|
Q3 2025
Added 17.18%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
282,579
shares
|
$4.94 Million
0.11% of portfolio
|
Q3 2023
Added 20.13%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
279,348
shares
|
$4.88 Million
0.16% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
275,348
shares
|
$4.81 Million
0.51% of portfolio
|
Q2 2023
Reduced 0.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
271,486
shares
|
$4.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
265,369
shares
|
$4.64 Million
0.05% of portfolio
|
Q3 2025
Reduced 37.42%
|
|
|
Augustine Asset Management Inc
|
Oct 22, 2025 Q3 2025 |
265,068
shares
|
$4.63 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
264,583
shares
|
$4.62 Million
0.01% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
244,131
shares
|
$4.27 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
237,985
shares
|
$4.16 Million
0.0% of portfolio
|
Q3 2025
Added 45.23%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
222,464
shares
|
$3.89 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
220,000
shares
|
$3.85 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
217,598
shares
|
$3.8 Million
0.06% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
216,012
shares
|
$3.78 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.78%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
209,587
shares
|
$3.66 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
208,650
shares
|
$3.65 Million
0.0% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Massar Capital Management, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
200,000
shares
|
$3.5 Million
0.44% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
194,991
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
194,846
shares
|
$3.41 Million
0.03% of portfolio
|
Q3 2025
Added 14.35%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
188,992
shares
|
$3.3 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
186,280
shares
|
$3.26 Million
0.08% of portfolio
|
Q2 2022
Reduced 6.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
184,946
shares
|
$3.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.11%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
184,917
shares
|
$3.23 Million
0.22% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
170,091
shares
|
$2.97 Million
0.03% of portfolio
|
Q3 2025
Reduced -0.0%
|
|