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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
156,901
shares
|
$2.74 Million
0.1% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
156,556
shares
|
$2.74 Million
0.31% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
155,951
shares
|
$2.73 Million
0.02% of portfolio
|
Q3 2025
Reduced 29.48%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
155,405
shares
|
$2.72 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
153,278
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 41.92%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
151,332
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
150,650
shares
|
$2.63 Million
0.1% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
150,136
shares
|
$2.62 Million
0.33% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
138,484
shares
|
$2.42 Million
0.06% of portfolio
|
Q2 2022
Reduced 20.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
131,515
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.36%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
131,093
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
126,565
shares
|
$2.21 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
126,229
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2025
Added 26.37%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
126,194
shares
|
$2.21 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
119,655
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Myriad Asset Management Us LP
|
Oct 30, 2025 Q3 2025 |
116,634
shares
|
$2.04 Million
1.15% of portfolio
|
Q3 2025
Reduced 31.19%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
111,532
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
111,161
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2025
Added 77.47%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
110,960
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
107,225
shares
|
$1.87 Million
0.2% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
105,349
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2025
Added 26.54%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
104,300
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 59.04%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
103,996
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
101,825
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
101,571
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Added 72.73%
|
|