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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
35,396
shares
|
$618,722
0.01% of portfolio
|
Q3 2025
Added 25.31%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
35,127
shares
|
$614,019
0.12% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
34,671
shares
|
$606,049
0.03% of portfolio
|
Q3 2025
Added 52.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
34,522
shares
|
$603,444
0.0% of portfolio
|
Q3 2025
Added 42.41%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
34,284
shares
|
$599,284
0.23% of portfolio
|
Q3 2025
Added 16.97%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
33,694
shares
|
$588,971
0.05% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
33,688
shares
|
$588,866
0.01% of portfolio
|
Q3 2025
Added 15.16%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
33,632
shares
|
$587,887
0.01% of portfolio
|
Q3 2025
Added 38.73%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
33,495
shares
|
$585,492
0.04% of portfolio
|
Q3 2025
Added 188.75%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
33,246
shares
|
$581,140
0.0% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
33,106
shares
|
$578,692
0.0% of portfolio
|
Q3 2025
Added 31.81%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
32,886
shares
|
$574,847
0.16% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
32,820
shares
|
$573,693
0.0% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
32,803
shares
|
$573,396
0.07% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
32,724
shares
|
$572,015
0.0% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
32,709
shares
|
$571,753
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
32,081
shares
|
$560,775
0.02% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
31,219
shares
|
$545,708
0.07% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
30,985
shares
|
$541,617
0.03% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
30,020
shares
|
$524,749
0.0% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
29,475
shares
|
$515,223
0.08% of portfolio
|
Q3 2025
Reduced 49.41%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,956
shares
|
$506,150
0.08% of portfolio
|
Q3 2025
Added 34.84%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
28,631
shares
|
$500,469
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
27,994
shares
|
$489,335
0.01% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
27,791
shares
|
$485,786
0.02% of portfolio
|
Q3 2025
Added 8.25%
|
|