Who Owns Sumitomo Mitsui Financial Group, Inc
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Sumitomo Mitsui Financial Group, Inc.
Who crossed 5% of SMFG →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM1.6M shtrimmed | $41.5M |
| Gradient Investments LLCSPONSORED ADR244K shtrimmed | $6.3M |
| Farther Finance Advisors, LLCADR57.2K shadded | $1.5M |
| GAMMA Investing LLCADR46.4K shadded | $1.2M |
| Legacy Wealth Asset Management, LLCSPONSORED ADR46.3K shadded | $1.2M |
| Valeo Financial Advisors, LLCADR24.7K shadded | $639.4K |
| RIVERSEDGE ADVISORS, LLCSPONSORED ADR16.3K shadded | $421.5K |
| Athena Wealth Management, LLCSPONSORED ADR15.5K shadded | $400.5K |
| Wedmont Private CapitalSPONSORED ADR12.3K shadded | $310.5K |
| SAPIENT CAPITAL LLCSPONSORED ADR8.2K sh— | $211.8K |
| Rosenberg Matthew HamiltonADR3.8K shheld | $99.2K |
| ELEVATION WEALTH PARTNERS, LLCSPONSORED ADR928 shheld | $24K |
| Retirement Wealth Solutions LLCSPONSORED ADR313 shheld | $8.1K |
| CoreCap Advisors, LLCADR97 shtrimmed | $2.5K |
| Grove Bank & TrustSPONSORED ADR40 shheld | $1K |
| GILPIN WEALTH MANAGEMENT, LLCSPONSORED ADR28 sh— | $726 |
| Trust CoADR1 shheld | $26 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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