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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
100,495
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
Singapore, |
Nov 13, 2025 Q3 2025 |
100,000
shares
|
$1.75 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
98,901
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.44%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
97,932
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Added 251.97%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
97,630
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
97,355
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2025
Added 18.58%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
93,850
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Nov 06, 2025 Q3 2025 |
92,382
shares
|
$1.61 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
91,733
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.12%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
89,811
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2025
Added 15.85%
|
|
|
Dorsey Wright & Associates
|
Nov 18, 2025 Q3 2025 |
88,190
shares
|
$1.54 Million
0.34% of portfolio
|
Q3 2025
Reduced 9.37%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
87,964
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2025
Added 65.17%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
87,929
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Added 18.88%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
87,232
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.09%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
84,346
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
82,245
shares
|
$1.44 Million
0.08% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
73,350
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Added 69.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
70,539
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 34.99%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
70,230
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
70,083
shares
|
$1.23 Million
0.09% of portfolio
|
Q3 2025
Reduced 30.47%
|
|
|
Xy Capital LTD
Central, K3 |
Nov 13, 2025 Q3 2025 |
69,507
shares
|
$1.21 Million
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
69,333
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
69,301
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
67,603
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 16.82%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
65,989
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2025
Added 0.2%
|
|