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 375 institutions that hold shares in the stock, with a total of 95.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
69,143
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 22.32%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
68,879
shares
|
$1.05 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
65,744
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
64,817
shares
|
$991,051
0.0% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
64,535
shares
|
$986,740
0.02% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
63,718
shares
|
$974,248
0.0% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
62,368
shares
|
$953,606
0.05% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
61,755
shares
|
$944,233
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
61,583
shares
|
$941,604
0.02% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
61,519
shares
|
$940,625
0.07% of portfolio
|
Q4 2024
Reduced 23.69%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
61,077
shares
|
$933,867
0.07% of portfolio
|
Q4 2024
Added 18.54%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
58,440
shares
|
$893,547
0.0% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
56,216
shares
|
$859,542
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
56,108
shares
|
$857,891
0.31% of portfolio
|
Q4 2024
Added 93.12%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
56,006
shares
|
$856,331
0.01% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
55,655
shares
|
$850,964
0.04% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
55,222
shares
|
$844,344
0.02% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
54,651
shares
|
$835,613
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
54,137
shares
|
$827,754
0.09% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
54,008
shares
|
$825,782
0.0% of portfolio
|
Q3 2023
Reduced 38.25%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
53,904
shares
|
$824,192
0.02% of portfolio
|
Q2 2022
Added 5.84%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
53,541
shares
|
$818,641
0.02% of portfolio
|
Q4 2024
Reduced 16.73%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
52,333
shares
|
$800,171
0.0% of portfolio
|
Q4 2024
Added 25.04%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
51,196
shares
|
$782,786
0.0% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
49,157
shares
|
$751,610
0.12% of portfolio
|
Q4 2024
Added 59.9%
|