16 institutions reported holding $26.6M of SUMITOMO MITSUI FIN GRP INC (SMFG) in SEC 13F filings for 2026-06-30. Largest institutional holders: ANDERSON HOAGLAND & CO ($16.9M), Gradient Investments LLC ($5.9M), Versant Capital Management, Inc ($1.0M), GAMMA Investing LLC ($1.0M), TRUST POINT INC. ($599,805). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ANDERSON HOAGLAND & CO | $16.9M | 717,018 | Trimmed |
| 2 | Gradient Investments LLC | $5.9M | 251,341 | Added |
| 3 | Versant Capital Management, Inc | $1.0M | 43,849 | Added |
| 4 | GAMMA Investing LLC | $1.0M | 42,429 | Added |
| 5 | TRUST POINT INC. | $599,805 | 25,437 | Added |
| 6 | Valeo Financial Advisors, LLC | $523,318 | 22,193 | Added |
| 7 | 55 North Private Wealth, LLC | $513,195 | 21,764 | Added |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $21,883 | 928 | New |
| 9 | Arlington Trust Co LLC | $10,517 | 446 | Hold |
| 10 | Retirement Wealth Solutions LLC | $7,381 | 313 | Added |
| 11 | Beaird Harris Wealth Management, LLC | $3,872 | 164 | Hold |
| 12 | CX Institutional | $3,000 | 142 | Hold |
| 13 | CoreCap Advisors, LLC | $2,759 | 117 | New |
| 14 | Dogwood Wealth Management LLC | $1,580 | 67 | Hold |
| 15 | Grove Bank & Trust | $943 | 40 | New |
| 16 | Noble Wealth Management PBC | $448 | 19 | New |
Source: SEC Form 13F filings · as of 2026-06-30