SMFG — Sumitomo Mitsui Fin Grp Inc Institutional Holders · Q3 2026
Who owns Sumitomo Mitsui Fin Grp Inc (SMFG)? 21 institutions reported holding $54.97M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ferguson Wellman Capital Management, Inc ($41.5M), Gradient Investments LLC ($6.3M), Farther Finance Advisors, LLC ($1.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $41.5M | 1.6M | Trimmed |
| 2 | Gradient Investments LLC | $6.3M | 244,002 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $1.5M | 57,202 | Added |
| 4 | GAMMA Investing LLC | $1.2M | 46,371 | Added |
| 5 | Legacy Wealth Asset Management, LLC | $1.2M | 46,286 | Added |
| 6 | Versant Capital Management, Inc | $1.2M | 45,374 | Added |
| 7 | Valeo Financial Advisors, LLC | $639,398 | 24,678 | Added |
| 8 | RIVERSEDGE ADVISORS, LLC | $421,452 | 16,266 | Added |
| 9 | Athena Wealth Management, LLC | $400,501 | 15,457 | Added |
| 10 | Wedmont Private Capital | $310,528 | 12,269 | Added |
| 11 | SAPIENT CAPITAL LLC | $211,814 | 8,175 | New |
| 12 | Rosenberg Matthew Hamilton | $99,158 | 3,827 | Hold |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $24,045 | 928 | Hold |
| 14 | Retirement Wealth Solutions LLC | $8,110 | 313 | Hold |
| 15 | Planning Strategies Inc. | $7,799 | 301 | New |
| 16 | CX Institutional | $4,000 | 142 | Hold |
| 17 | CoreCap Advisors, LLC | $2,513 | 97 | Trimmed |
| 18 | Noble Wealth Management PBC | $1,840 | 71 | Added |
| 19 | Grove Bank & Trust | $1,036 | 40 | Hold |
| 20 | GILPIN WEALTH MANAGEMENT, LLC | $726 | 28 | New |
| 21 | Trust Co | $26 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30