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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
26,918
shares
|
$470,526
0.0% of portfolio
|
Q3 2025
Reduced 14.14%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
26,652
shares
|
$465,876
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
26,633
shares
|
$465,544
0.0% of portfolio
|
Q3 2025
Added 18.55%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
26,563
shares
|
$464,321
0.05% of portfolio
|
Q1 2025
Reduced 24.33%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
26,257
shares
|
$458,972
0.01% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
25,866
shares
|
$452,137
0.0% of portfolio
|
Q3 2025
Reduced 54.09%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
25,740
shares
|
$449,935
0.19% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
25,521
shares
|
$446,107
0.0% of portfolio
|
Q3 2025
Added 34.3%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
25,249
shares
|
$441,352
0.0% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
25,151
shares
|
$439,639
0.05% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
25,019
shares
|
$437,332
0.09% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Nov 07, 2025 Q3 2025 |
24,687
shares
|
$431,528
0.0% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
24,606
shares
|
$430,112
0.03% of portfolio
|
Q3 2025
Reduced 19.09%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
24,405
shares
|
$426,599
0.18% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
24,126
shares
|
$421,722
0.03% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
24,011
shares
|
$419,712
0.09% of portfolio
|
Q2 2025
Added 56.63%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
23,777
shares
|
$415,621
0.0% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
23,525
shares
|
$411,217
0.05% of portfolio
|
Q3 2025
Added 37.49%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
22,486
shares
|
$393,055
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
22,478
shares
|
$392,915
0.0% of portfolio
|
Q3 2025
Added 500.53%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
22,103
shares
|
$386,360
0.11% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
21,639
shares
|
$378,249
0.01% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
21,476
shares
|
$375,400
0.1% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,376
shares
|
$373,652
0.0% of portfolio
|
Q3 2025
Added 23.54%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
21,280
shares
|
$371,974
0.08% of portfolio
|
Q3 2025
Added 1.53%
|
|