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Get Institutions for : 
Sumitomo Mitsui Financial Group Inc Tokyo (SMFG)  
$11.66 0.06 (0.52%) as of 4:30 Mon 5/13


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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  : 
1.97 (20.33%)  




 
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
236,187
 0.26%
 
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 992 - 2023-12-31 13,382,451 $129,542,000 1,121,992
   GOLDMAN SACHS GROUP INC/ 649 - 2023-12-31 11,033,220 $106,802,000 -675,479
   BLACKROCK INC. 2167 - 2024-03-31 6,621,399 $77,934,000 -22,808
   FMR LLC 1165 - 2023-12-31 7,027,485 $68,026,000 66,577
   WELLS FARGO & CO/MN 708 - 2024-03-31 4,276,194 $50,331,000 6,132
   DIMENSIONAL FUND ADVISORS INC 1694 - 2024-03-31 2,951,743 $34,742,000 152,159
   COWEN AND COMPANY LLC 12 *New 2024-03-31 2,800,730 $32,965,000 2,800,730
   NORTHERN TRUST CORP 1287 - 2023-12-31 3,394,454 $32,858,000 -81,548
   MILLENNIUM MANAGEMENT LLC 745 - 2023-12-31 3,227,685 $31,244,000 3,028,831
   INVESCO LTD 1295 - 2023-12-31 2,490,505 $24,108,000 -698,989
   RENAISSANCE TECHNOLOGIES LLC 690 - 2023-12-31 1,716,070 $16,612,000 -251,200
   JANE STREET GROUP LLC 663 - 2023-12-31 1,611,597 $15,600,000 1,382,136
   BANK OF AMERICA CORP /DE/ 2146 - 2023-12-31 1,323,238 $12,809,000 -1,570,634
   ENVESTNET ASSET MANAGEMENT INC 1330 - 2023-12-31 1,222,036 $11,829,000 -705,691
   AMERICAN CENTURY COMPANIES INC 1081 - 2023-12-31 1,209,292 $11,706,000 72,017
   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
   CAUSEWAY CAPITAL MANAGEMENT LLC 68 - 2023-12-31 988,309 $9,567,000 -44,767
   ROYAL BANK OF CANADA 1523 - 2023-12-31 924,444 $8,949,000 -422,433
   CIBC WORLD MARKETS INC. 266 - 2023-12-31 795,650 $7,702,000 -6,382
   CIBC GLOBAL ASSET MANAGEMENT INC 319 - 2024-03-31 639,223 $7,524,000 -19,978
   NATIXIS ASSET MANAGEMENT ADVISORS LP 731 - 2024-03-31 549,278 $6,465,000 -57,343
   OLD MISSION CAPITAL LLC 101 *New 2023-12-31 647,389 $6,267,000 647,389
   FRANKLIN RESOURCES INC 1027 - 2023-12-31 586,662 $5,679,000 -15,014
   BAILARD BIEHL & KAISER INC 132 *New 2024-03-31 95,000 $5,592,000 95,000
   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
   Qube Research & Technologies Ltd 841 - 2023-12-31 540,165 $5,229,000 -249,356
   GTS SECURITIES LLC 170 *New 2023-12-31 528,651 $5,117,000 528,651
   Moran Wealth Management LLC 160 *New 2023-12-31 526,526 $5,097,000 526,526
   QRG CAPITAL MANAGEMENT INC. 276 - 2024-03-31 393,742 $4,634,000 103,875
   Sawtooth Asset Management Inc. 151 - 2023-12-31 468,009 $4,530,000 -26,963
   STIFEL FINANCIAL CORP 1168 - 2023-12-31 459,356 $4,447,000 21,124
   Pathstone Holdings LLC 471 - 2023-12-31 441,814 $4,277,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 344 - 2023-12-31 436,854 $4,229,000 43,761
   Crossmark Global Holdings Inc. 247 - 2023-12-31 428,920 $4,152,000 3,440
   NATIONAL BANK OF CANADA /FI/ 738 - 2023-12-31 406,400 $3,918,000 406,400
   Ramirez Asset Management Inc. 42 - 2023-12-31 374,167 $3,622,000 -5,415
   Quantinno Capital Management LP 182 - 2023-12-31 370,148 $3,583,000 179,267
   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
   MARINER WEALTH ADVISORS, LLC 820 - 2023-12-31 356,073 $3,447,000 33,906
   Ethic Inc. 236 - 2023-12-31 354,574 $3,432,000 28,575
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2435 - 2024-03-31 284,446 $3,348,000 96,206
   UBS Group AG 2354 - 2023-12-31 343,461 $3,325,000 -982
   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
   CLS INVESTMENT FIRM LLC 315 - 2022-12-31 388,251 $3,114,000 -928
   US BANCORP 705 - 2024-03-31 258,358 $3,041,000 -7,100
   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
   FEDERATED INVESTORS INC /PA/ 863 - 2023-12-31 277,281 $2,684,000 -687,320
   Advisor Group Holdings Inc. 1489 - 2024-03-31 224,832 $2,646,000 134,564
   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
   CREATIVE PLANNING 848 - 2023-12-31 244,991 $2,372,000 18,171
   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
   HPM Partners LLC - 2023-12-31 242,598 $2,348,000 21,619
   BANK OF MONTREAL /CAN/ 1282 - 2023-12-31 239,088 $2,317,000 -89,795
   Forum Financial Management LP 97 - 2024-03-31 193,123 $2,273,000 4,310
   Integrated Wealth Concepts LLC 441 - 2023-12-31 226,587 $2,193,000 -10,743
   BTC Capital Management Inc. 101 - 2024-03-31 183,885 $2,164,000 -13,500
   JustInvest LLC 387 - 2024-03-31 175,285 $2,063,000 42,772
   EAGLE GLOBAL ADVISORS LLC 121 - 2023-12-31 210,000 $2,033,000 6,000
   RHUMBLINE ADVISERS 1916 - 2024-03-31 168,119 $1,979,000 6,106
   CAPITAL FUND MANAGEMENT S.A. 503 - 2023-12-31 202,096 $1,956,000 51,986
   AMERIPRISE FINANCIAL INC 2822 - 2023-12-31 196,615 $1,903,000 -1,037
   AUGUSTINE ASSET MANAGEMENT INC 26 - 2024-03-31 160,957 $1,894,000 -303
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 641 *New 2023-12-31 184,000 $1,781,000 184,000
   WETHERBY ASSET MANAGEMENT INC 242 - 2023-12-31 171,601 $1,661,000 2
   MORNINGSTAR INVESTMENT SERVICES, INC. 197 - 2023-12-31 166,304 $1,602,000 84,276
   LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 95 *New 2023-12-31 164,050 $1,588,000 164,050
   Naviter Wealth LLC 114 - 2024-03-31 133,246 $1,568,000 17,557
   Boston Partners 519 - 2023-12-31 160,638 $1,555,000 4,324
   Georgetown University 21 - 2023-12-31 160,183 $1,551,000 2,383
   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
   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
   Aquatic Capital Management LLC 436 - 2023-12-31 125,800 $1,218,000 104,700
   Orbis Allan Gray Ltd 71 - 2023-12-31 125,203 $1,212,000 0
   Cresset Asset Management LLC 807 - 2023-12-31 123,639 $1,197,000 2,418
   Te Ahumairangi Investment Management Ltd 79 - 2024-03-31 96,777 $1,139,000 0
   Penserra Capital Management LLC 351 *New 2023-12-31 117,331 $1,135,000 117,331
   MERCER GLOBAL ADVISORS INC /ADV 926 - 2023-12-31 116,247 $1,125,000 -25,276
   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
   TWO SIGMA INVESTMENTS LLC 1940 - 2023-12-31 104,400 $1,011,000 -18,400
   DORSEY & WHITNEY TRUST CO LLC 223 - 2024-03-31 81,889 $964,000 -39
   Point72 Asset Management L.P. 874 *New 2023-12-31 97,900 $948,000 97,900
   LPL FINANCIAL CORP 3235 - 2024-03-31 76,144 $896,000 3,875
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 582 *New 2023-12-31 89,814 $869,000 89,814
   CITADEL ADVISORS LLC 3069 - 2023-12-31 89,307 $864,000 -150,852
  100 Records found
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