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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
52,075
shares
|
$910,271
0.02% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
50,367
shares
|
$880,415
0.0% of portfolio
|
Q3 2025
Added 16.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
49,360
shares
|
$862,812
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
49,331
shares
|
$862,305
0.06% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
48,302
shares
|
$844,318
0.0% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,206
shares
|
$842,640
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
47,713
shares
|
$834,023
0.04% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
47,606
shares
|
$832,152
0.0% of portfolio
|
Q2 2025
Added 46.48%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
47,284
shares
|
$826,524
0.12% of portfolio
|
Q3 2025
Added 11.63%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
46,429
shares
|
$811,578
0.05% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
45,356
shares
|
$792,822
0.04% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
45,167
shares
|
$789,519
0.01% of portfolio
|
Q3 2025
Added 155.38%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
44,230
shares
|
$773,140
0.01% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
43,534
shares
|
$760,974
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
42,478
shares
|
$742,515
0.01% of portfolio
|
Q3 2025
Reduced 19.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,963
shares
|
$733,513
0.0% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
39,704
shares
|
$694,025
0.0% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
38,784
shares
|
$677,944
0.0% of portfolio
|
Q3 2025
Added 63.47%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
38,549
shares
|
$673,836
0.0% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
38,312
shares
|
$669,693
0.02% of portfolio
|
Q3 2025
Added 140.77%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
37,524
shares
|
$655,919
0.0% of portfolio
|
Q3 2025
Added 36.69%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
37,369
shares
|
$653,210
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
37,262
shares
|
$651,339
0.18% of portfolio
|
Q1 2024
Reduced 33.2%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
36,122
shares
|
$631,412
0.14% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
35,480
shares
|
$620,190
0.07% of portfolio
|
Q3 2025
Reduced 0.28%
|
|