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Get Institutions for : 
Sumitomo Mitsui Financial Group Inc Tokyo (SMFG)  
$12.81 0.25 (1.99%) as of 4:30 Tue 5/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 287    10
Total shares held : 
 89,601,717  
% of shares held : 
 1.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 -5,871,417  
% of shares held change : 
   -0.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $9.84  
Last Quarter's Ending Price : 
 $9.68  
Last Quarter's Average Price : 
 $9.69  
Change from last quarter's     
avg. price to the last closing  : 
3.12 (32.2%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
44
 3,972,475
 4.43%
 
Increased Positions :
102
 8,204,189
 9.16%
 
Unchanged Positions :
42
 953,177
 1.06%
 
Decreased Positions :
99
-15,648,577
-17.46%
 
Closed Positions :
34
-2,399,504
-2.68%
 
Guru Positions :
3
240,182
 0.27%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 957 - 2024-03-31 12,123,428 $142,693,000 -1,259,023
   GOLDMAN SACHS GROUP INC/ 563 - 2024-03-31 10,915,210 $128,472,000 -118,010
   FMR LLC 1130 - 2024-03-31 7,050,938 $82,990,000 23,453
   BLACKROCK INC. 2167 - 2024-03-31 6,621,399 $77,934,000 -22,808
   WELLS FARGO & CO/MN 708 - 2024-03-31 4,276,194 $50,331,000 6,132
   CLARK CAPITAL MANAGEMENT GROUP INC 73 *New 2024-03-31 4,222,423 $49,698,000 4,222,423
   MILLENNIUM MANAGEMENT LLC 653 - 2024-03-31 3,214,755 $37,838,000 -12,930
   DIMENSIONAL FUND ADVISORS INC 1694 - 2024-03-31 2,951,743 $34,742,000 152,159
   NORTHERN TRUST CORP 1248 - 2024-03-31 2,890,646 $34,023,000 -503,808
   COWEN AND COMPANY LLC 12 *New 2024-03-31 2,800,730 $32,965,000 2,800,730
   INVESCO LTD 1369 - 2024-03-31 1,874,028 $22,057,000 -616,477
   RENAISSANCE TECHNOLOGIES LLC 671 - 2024-03-31 1,566,970 $18,443,000 -149,100
   ENVESTNET ASSET MANAGEMENT INC 1163 - 2024-03-31 1,563,278 $18,400,000 341,242
   BANK OF AMERICA CORP /DE/ 2115 - 2024-03-31 1,323,126 $15,573,000 -112
   AMERICAN CENTURY COMPANIES INC 1035 - 2024-03-31 1,275,724 $15,015,000 66,432
   ROYAL BANK OF CANADA 1439 - 2024-03-31 931,410 $10,963,000 6,966
   ANDERSON HOAGLAND & CO 27 - 2024-03-31 859,561 $9,919,000 28,814
   J P MORGAN CHASE & CO 2068 - 2024-03-31 835,904 $9,839,000 4,634
   CITADEL ADVISORS LLC 1370 - 2024-03-31 674,952 $7,944,000 585,645
   CIBC GLOBAL ASSET MANAGEMENT INC 319 - 2024-03-31 639,223 $7,524,000 -19,978
   CIBC WORLD MARKETS INC. 348 - 2024-03-31 579,357 $6,819,000 -216,293
   FRANKLIN RESOURCES INC 1142 - 2024-03-31 559,472 $6,585,000 -27,190
   NATIXIS ASSET MANAGEMENT ADVISORS LP 731 - 2024-03-31 549,278 $6,465,000 -57,343
   Moran Wealth Management LLC 145 - 2024-03-31 528,313 $6,218,000 1,787
   O SHAUGHNESSY ASSET MANAGEMENT LLC 311 - 2024-03-31 523,752 $6,165,000 86,898
   BAILARD BIEHL & KAISER INC 132 *New 2024-03-31 95,000 $5,592,000 95,000
   STIFEL FINANCIAL CORP 1091 - 2024-03-31 465,675 $5,481,000 6,319
   Simplicity WealthLLC 160 *New 2024-03-31 455,282 $5,359,000 455,282
   Bleakley Financial Group LLC 130 - 2024-03-31 455,282 $5,359,000 -12,727
   Ramirez Asset Management Inc. 21 - 2024-03-31 449,293 $5,288,000 75,126
   Pathstone Holdings LLC 507 - 2024-03-31 423,393 $4,983,000 -18,421
   Crossmark Global Holdings Inc. 235 - 2024-03-31 418,792 $4,929,000 -10,128
   D E SHAW & CO INC 1197 - 2024-03-31 394,344 $4,641,000 368,200
   QRG CAPITAL MANAGEMENT INC. 276 - 2024-03-31 393,742 $4,634,000 103,875
   Quantinno Capital Management LP 215 - 2024-03-31 391,682 $4,610,000 21,534
   MARINER WEALTH ADVISORS, LLC 766 - 2024-03-31 390,434 $4,595,000 34,361
   Sawtooth Asset Management Inc. 151 - 2023-12-31 468,009 $4,530,000 -26,963
   Ethic Inc. 217 - 2024-03-31 368,972 $4,343,000 14,398
   HPM Partners LLC 708 - 2024-03-31 346,928 $4,083,000 104,330
   UBS Group AG 2397 - 2024-03-31 331,795 $3,905,000 -11,666
   CREATIVE PLANNING 719 - 2024-03-31 308,352 $3,629,000 63,361
   HIGHTOWER ADVISORS, LLC 1100 - 2024-03-31 303,684 $3,581,000 54,615
   Veriti Management LLC 69 - 2024-03-31 302,246 $3,557,000 -6,250
   GREENLEAF TRUST 120 - 2024-03-31 295,387 $3,477,000 170
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2435 - 2024-03-31 284,446 $3,348,000 96,206
   GILMAN HILL ASSET MANAGEMENT, LLC 65 - 2024-03-31 275,879 $3,247,000 -126,590
   BANK OF NEW YORK MELLON CORP 2526 - 2024-03-31 270,815 $3,187,000 -16,283
   EAGLE GLOBAL ADVISORS LLC 90 - 2024-03-31 270,000 $3,178,000 60,000
   CLS INVESTMENT FIRM LLC 315 - 2022-12-31 388,251 $3,114,000 -928
   FEDERATED INVESTORS INC /PA/ 825 - 2024-03-31 264,422 $3,112,000 -12,859
   US BANCORP 705 - 2024-03-31 258,358 $3,041,000 -7,100
   BANK OF MONTREAL /CAN/ 1216 - 2024-03-31 249,796 $2,960,000 10,708
   Boston Partners 470 - 2024-03-31 251,597 $2,959,000 90,959
   ADVISOR PARTNERS II LLC 188 - 2023-09-30 282,579 $2,783,000 47,347
   Capital Wealth Planning LLC 51 - 2024-03-31 235,566 $2,773,000 118,235
   Penserra Capital Management LLC 315 - 2024-03-31 235,566 $2,772,000 118,235
   Advisor Group Holdings Inc. 1489 - 2024-03-31 224,832 $2,646,000 134,564
   GROUPAMA ASSET MANAGMENT 202 *New 2024-03-31 44,680 $2,607,000 44,680
   CALAMOS ADVISORS LLC 366 - 2024-03-31 211,720 $2,492,000 67,720
   PNC FINANCIAL SERVICES GROUP INC 840 - 2024-03-31 208,397 $2,453,000 3,196
   DORSEY WRIGHT & ASSOCIATES 76 - 2024-03-31 208,395 $2,453,000 -5,304
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 567 - 2024-03-31 207,691 $2,445,000 49,082
   Legacy Wealth Asset Management LLC 25 - 2024-03-31 206,342 $2,429,000 -748
   CAPITAL FUND MANAGEMENT S.A. 444 - 2024-03-31 202,410 $2,382,000 314
   THOMAS WHITE INTERNATIONAL LTD 67 - 2023-06-30 275,348 $2,368,000 -1,126
   SIGNATUREFD, LLC 135 - 2024-03-31 200,781 $2,363,000 12,283
   AMERIPRISE FINANCIAL INC 2724 - 2024-03-31 195,538 $2,301,000 -1,077
   Forum Financial Management LP 97 - 2024-03-31 193,123 $2,273,000 4,310
   BTC Capital Management Inc. 101 - 2024-03-31 183,885 $2,164,000 -13,500
   MERCER GLOBAL ADVISORS INC /ADV 716 - 2024-03-31 175,823 $2,069,000 59,576
   WETHERBY ASSET MANAGEMENT INC 216 - 2024-03-31 175,633 $2,067,000 4,032
   JustInvest LLC 387 - 2024-03-31 175,285 $2,063,000 42,772
   Qube Research & Technologies Ltd 1477 - 2024-03-31 175,307 $2,063,000 -364,858
   RHUMBLINE ADVISERS 1916 - 2024-03-31 168,119 $1,979,000 6,106
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 518 - 2024-03-31 168,000 $1,977,000 -16,000
   AUGUSTINE ASSET MANAGEMENT INC 26 - 2024-03-31 160,957 $1,894,000 -303
   Cresset Asset Management LLC 698 - 2024-03-31 149,255 $1,757,000 25,616
   LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 91 - 2024-03-31 145,260 $1,710,000 -18,790
   TUDOR INVESTMENT CORP ET AL 735 - 2024-03-31 141,153 $1,661,000 69,454
   Naviter Wealth LLC 114 - 2024-03-31 133,246 $1,568,000 17,557
   Orbis Allan Gray Ltd 70 - 2024-03-31 125,203 $1,474,000 0
   SEI INVESTMENTS CO 1756 - 2024-03-31 120,000 $1,412,000 -132,901
   Comprehensive Portfolio Management LLC 272 - 2024-03-31 118,206 $1,391,000 16,615
   Cetera Investment Advisers 1817 - 2024-03-31 116,179 $1,367,000 101,511
   YOUSIF CAPITAL MANAGEMENT LLC 1018 - 2024-03-31 115,576 $1,360,000 -2,370
   PARK AVENUE SECURITIES LLC 544 - 2024-03-31 111,607 $1,314,000 62,123
   Schonfeld Strategic Advisors LLC 962 *New 2024-03-31 110,901 $1,305,000 110,901
   TWO SIGMA INVESTMENTS LLC 1735 - 2024-03-31 101,800 $1,198,000 -2,600
   Te Ahumairangi Investment Management Ltd 79 - 2024-03-31 96,777 $1,139,000 0
   PRUDENTIAL FINANCIAL INC 1750 - 2024-03-31 96,618 $1,137,000 77,755
   JANE STREET GROUP LLC 2932 - 2024-03-31 96,090 $1,131,000 -1,515,507
   CI Private Wealth LLC 1287 - 2024-03-31 91,331 $1,075,000 -344
   JOHNSON INVESTMENT COUNSEL INC 375 - 2024-03-31 89,896 $1,058,000 -8,108
   Orion Portfolio Solutions LLC 960 - 2024-03-31 88,694 $1,044,000 2,980
   Sequoia Financial Advisors LLC 471 - 2024-03-31 86,812 $1,022,000 3,833
   MORNINGSTAR INVESTMENT SERVICES, INC. 188 - 2024-03-31 83,620 $988,000 -82,684
   AQR CAPITAL MANAGEMENT LLC 1696 *New 2024-03-31 83,120 $978,000 83,120
   DORSEY & WHITNEY TRUST CO LLC 223 - 2024-03-31 81,889 $964,000 -39
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 565 - 2024-03-31 81,372 $958,000 -8,442
   Mount Yale Investment Advisors LLC 235 - 2024-03-31 78,288 $921,000 -362
  100 Records found
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