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Shinhan Financial Group (SHG)

CUSIP: 824596100 | US | Financial Services · Banks - Regional | Large Cap | 712 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,393,745
0.0% of portfolio›$108.3M
Creative Planning510,864
0.0% of portfolio›$39.7M
Pzena Investment Management LLC344,589
0.1% of portfolio›$26.8M
Sanders Capital, LLC122,426
0.0% of portfolio›$9.5M
Virtus Family Office LLC88,875
5.3% of portfolio›$6.9M
Quadrant Capital Group LLC85,800
0.2% of portfolio›$6.4M
Citigroup Inc80,301
0.0% of portfolio›$6.2M
Ethic Inc.59,686
0.1% of portfolio›$4.6M
B. Metzler seel. Sohn & Co. AG58,241
0.0% of portfolio›$4.5M
Vise Technologies, Inc.50,225
0.0% of portfolio›$3.9M
Frank, Rimerman Advisors LLC41,102
0.2% of portfolio›$3.2M
Signaturefd, LLC35,683
0.0% of portfolio›$2.8M
Crossmark Global Holdings, Inc.32,089
0.0% of portfolio›$2.5M
Parallel Advisors, LLC19,558
0.0% of portfolio›$1.5M
Aprio Wealth Management, LLC18,307
0.1% of portfolio›$1.4M
PDS Planning, Inc17,182
0.1% of portfolio›$1.3M
Blue Trust, Inc.16,563
0.0% of portfolio›$1.3M
Greenleaf Trust15,769
0.0% of portfolio›$1.2M
Plan A Wealth LLC15,465
0.4% of portfolio›$1.2M
Investment Research Partners LLC14,980
0.4% of portfolio›$1.2M
Aaron Wealth Advisors LLC14,105
0.1% of portfolio›$1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management13,488
0.0% of portfolio›$1.0M
Strs Ohio13,048
0.0% of portfolio›$1.0M
Banque Pictet & CIE SA12,319
0.0% of portfolio›$956.8K
Atria Investments, Inc11,258
0.0% of portfolio›$874.4K
HB Wealth Management, LLC10,642
0.0% of portfolio›$826.6K
Gamma Investing LLC10,424
0.0% of portfolio›$809.6K
Truist Financial Corp9,630
0.0% of portfolio›$748.0K
Xponance LLC9,186
0.0% of portfolio›$713.5K
Profund Advisors LLC9,015
0.0% of portfolio›$700.2K
Elevation Point Wealth Partners, LLC9,010
0.0% of portfolio›$699.8K
Assetmark, Inc8,908
0.0% of portfolio›$691.9K
MW Advisory, LLC8,109
0.2% of portfolio›$629.8K
Abacus Wealth Partners, LLC8,049
0.1% of portfolio›$625.2K
Crestwood Advisors Group, LLC7,944
0.0% of portfolio›$617.0K
Evergreen Capital Management LLC7,542
0.0% of portfolio›$585.8K
Kathmere Capital Management, LLC7,437
0.0% of portfolio›$577.6K
Boston Common Asset Management, LLC7,433
0.0% of portfolio›$577.3K
First Affirmative Financial Network7,419
0.1% of portfolio›$576.2K
Plato Investment Management Ltd7,028
0.0% of portfolio›$548.0K
Augustine Asset Management Inc6,362
0.1% of portfolio›$494.1K
Confluence Investment Management LLC6,326
0.0% of portfolio›$491.3K
Allspring Global Investments Holdings, LLC6,194
0.0% of portfolio›$477.7K
Foster Group, Inc.6,124
0.0% of portfolio›$475.7K
Canopy Partners, LLC6,078
0.1% of portfolio›$472.1K
EverSource Wealth Advisors, LLC5,619
0.0% of portfolio›$436.4K
Farther Finance Advisors, LLC5,562
0.0% of portfolio›$432.0K
D'Orazio & Associates, Inc.5,230
0.0% of portfolio›$406.2K
Mondrian Investment Partners LTD5,230
0.0% of portfolio›$406.2K
Tuttle Capital Management, LLC5,050
0.2% of portfolio›$394.1K
Wealth Enhancement Advisory Services, LLC4,765
0.0% of portfolio›$359.2K
Perigon Wealth Management, LLC4,419
0.0% of portfolio›$343.2K
Argos Wealth Advisors, LLC4,336
0.1% of portfolio›$336.8K
55 North Private Wealth, LLC4,296
0.1% of portfolio›$333.7K
Park Avenue Securities LLC4,191
0.0% of portfolio›$326
Ascent Group, LLC3,966
0.0% of portfolio›$308.0K
Pinnacle Wealth Planning Services, Inc.3,932
0.0% of portfolio›$305.4K
Rose Capital Advisors LLC3,867
0.1% of portfolio›$300.4K
Resonant Capital Advisors, LLC3,703
0.0% of portfolio›$287.6K
HUB Investment Partners, LLC3,669
0.0% of portfolio›$285.0K
Dynamic Advisor Solutions LLC3,606
0.0% of portfolio›$280.1K
Valeo Financial Advisors, LLC3,600
0.0% of portfolio›$279.6K
Enterprise Financial Services Corp3,589
0.1% of portfolio›$278.8K
Walkner Condon Financial Advisors LLC3,535
0.0% of portfolio›$274.6K
Choreo, LLC3,429
0.0% of portfolio›$266.3K
Quadrant Private Wealth Management, LLC3,416
0.0% of portfolio›$265.3K
Commonwealth Equity Services, LLC3,255
0.0% of portfolio›$252.8K
Prime Capital Investment Advisors, LLC2,820
0.0% of portfolio›$219.0K
Verdence Capital Advisors LLC2,796
0.0% of portfolio›$217.2K
Angeles Wealth Management, LLC2,731
0.0% of portfolio›$212.1K
Piedmont Capital Management, LLC2,592
0.1% of portfolio›$201.3K
Mitsubishi UFJ Asset Management Co., Ltd.2,496
0.0% of portfolio›$193.9K
Westside Investment Management, Inc.2,125
0.0% of portfolio›$165.8K
TD Private Client Wealth LLC1,906
0.0% of portfolio›$148.0K
TD Waterhouse Canada Inc.1,726
0.0% of portfolio›$132.2K
Inspire Investing, LLC1,598
0.0% of portfolio›$124.1K
Nisa Investment Advisors, LLC1,311
0.0% of portfolio›$101.8K
Bell Investment Advisors, Inc969
0.0% of portfolio›$75.3K
Mather Group, Llc.819
0.0% of portfolio›$63.6K
JFS Wealth Advisors, LLC587
0.0% of portfolio›$45.6K
Financial Consulate, Inc577
0.0% of portfolio›$44.8K
Ascentis Wealth Management, LLC394
0.0% of portfolio›$30.6K
Elevation Wealth Partners, LLC368
0.0% of portfolio›$28.6K
V-Square Quantitative Management LLC360
0.0% of portfolio›$28.0K
Physician Wealth Advisors, Inc.358
0.0% of portfolio›$27.8K
Parkside Financial Bank & Trust296
0.0% of portfolio›$23.0K
True Wealth Design, LLC293
0.0% of portfolio›$22.8K
SBI Securities Co., Ltd.258
0.0% of portfolio›$20.0K
Bare Financial Services, Inc230
0.0% of portfolio›$17.9K
Highline Wealth Partners LLC218
0.0% of portfolio›$16.9K
Pinnacle Bancorp, Inc.212
0.0% of portfolio›$16.5K
Private Trust Co NA191
0.0% of portfolio›$14.8K
North Star Investment Management Corp.188
0.0% of portfolio›$14.6K
Caitong International Asset Management Co., Ltd181
0.0% of portfolio›$14.1K
Spire Wealth Management157
0.0% of portfolio›$12.2K
Key FInancial Inc149
0.0% of portfolio›$11.6K
Versant Capital Management, Inc89
0.0% of portfolio›$6.9K
Gleason Group, Inc.84
0.0% of portfolio›$6.5K
Elyxium Wealth, LLC83
0.0% of portfolio›$6.4K
Kozak & Associates, Inc.69
0.0% of portfolio›$4.5K
IFP Advisors, Inc60
0.0% of portfolio›$4.7K
Breakwater Investment Management41
0.0% of portfolio›$3.2K
Root Financial Partners, LLC39
0.0% of portfolio›$3.0K
Provenance Wealth Advisors, LLC36
0.0% of portfolio›$2.8K
Ares Financial Consulting, LLC35
0.0% of portfolio›$2.7K
Noble Wealth Management PBC28
0.0% of portfolio›$2.2K
Meriwether Wealth & Planning, LLC28
0.0% of portfolio›$2.2K
Financial Network Wealth Advisors LLC23
0.0% of portfolio›$1.8K
Financial Management Professionals, Inc.22
0.0% of portfolio›$1.7K
Jnba Financial Advisors21
0.0% of portfolio›$1.6K
Lanark Financial, Inc.18
0.0% of portfolio›$1.4K
Proathlete Wealth Management LLC14
0.0% of portfolio›$1.1K
Abound Wealth Management11
0.0% of portfolio›$855
Trust Co9
0.0% of portfolio›$699
Godsey & Gibb, Inc5
0.0% of portfolio›$389
Creative Financial Designs Inc4
0.0% of portfolio›$311
High Note Wealth, LLC2
0.0% of portfolio›$155
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,393,745$108.3M0.0%IndexLowAustin, TX2026-11-04
Creative Planning
510,864$39.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Pzena Investment Management LLC
344,589$26.8M0.1%Deep ValueMediumNew York, NY2026-10-30
Sanders Capital, LLC
122,426$9.5M0.0%GARPMediumWest Palm Beach, FL2026-11-02
Virtus Family Office LLC
88,875$6.9M5.3%Deep ValueMediumEl Paso, TX2026-10-30
Quadrant Capital Group LLC
85,800$6.4M0.2%CoreLowCincinnati, OH2026-10-20
Citigroup Inc
80,301$6.2M0.0%CoreMediumNew York, NY2026-11-04
Ethic Inc.
59,686$4.6M0.1%CoreLowNew York, NY2026-11-03
B. Metzler seel. Sohn & Co. AG
58,241$4.5M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Vise Technologies, Inc.
50,225$3.9M0.0%IndexLowNew York, NY2026-10-29
Frank, Rimerman Advisors LLC
41,102$3.2M0.2%GrowthLowPalo Alto, CA2026-10-16
Signaturefd, LLC
35,683$2.8M0.0%IndexLowAtlanta, GA2026-10-23
Crossmark Global Holdings, Inc.
32,089$2.5M0.0%GARPMediumHouston, TX2026-10-21
Parallel Advisors, LLC
19,558$1.5M0.0%IndexLowSan Francisco, CA2026-11-03
Aprio Wealth Management, LLC
18,307$1.4M0.1%ETFMediumAtlanta, GA2026-10-28
PDS Planning, Inc
17,182$1.3M0.1%IndexVery LowDublin, OH2026-11-03
Blue Trust, Inc.
16,563$1.3M0.0%ETFLowBrentwood, TN2026-10-15
Greenleaf Trust
15,769$1.2M0.0%CoreLowKalamazoo, MI2026-10-29
Plan A Wealth LLC
15,465$1.2M0.4%CoreLowLincoln, NE2026-10-08
Investment Research Partners LLC
14,980$1.2M0.4%CoreLowLemont, PA2026-10-19
Aaron Wealth Advisors LLC
14,105$1.1M0.1%GrowthMediumChicago, IL2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
13,488$1.0M0.0%GrowthVery LowSeattle, WA2026-10-27
Strs Ohio
13,048$1.0M0.0%CoreMediumColumbus, OH2026-10-30
Banque Pictet & CIE SA
12,319$956.8K0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Atria Investments, Inc
11,258$874.4K0.0%CoreMediumCharlotte, NC2026-10-15
HB Wealth Management, LLC
10,642$826.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Gamma Investing LLC
10,424$809.6K0.0%IndexVery LowFoster City, CA2026-10-08
Truist Financial Corp
9,630$748.0K0.0%CoreLowCharlotte, NC2026-10-30
Xponance LLC
9,186$713.5K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Profund Advisors LLC
9,015$700.2K0.0%GrowthLowBethesda, MD2026-10-29
Elevation Point Wealth Partners, LLC
9,010$699.8K0.0%CoreHighDenver, CO2026-11-05
Assetmark, Inc
8,908$691.9K0.0%ETFLowConcord, CA2026-10-21
MW Advisory, LLC
8,109$629.8K0.2%CoreN/AAtlanta, GA2026-10-19
Abacus Wealth Partners, LLC
8,049$625.2K0.1%ETFLowSanta Monica, CA2026-11-03
Crestwood Advisors Group, LLC
7,944$617.0K0.0%GrowthLowBoston, MA2026-10-27
Evergreen Capital Management LLC
7,542$585.8K0.0%GARPMediumBellevue, WA2026-10-23
Kathmere Capital Management, LLC
7,437$577.6K0.0%ETFLowWayne, PA2026-10-20
Boston Common Asset Management, LLC
7,433$577.3K0.0%CoreLowBoston, MA2026-10-13
First Affirmative Financial Network
7,419$576.2K0.1%CoreN/AColorado Springs, CO2026-10-21
Plato Investment Management Ltd
7,028$548.0K0.0%CoreLowSydney, China2026-11-05
Augustine Asset Management Inc
6,362$494.1K0.1%GrowthVery LowJacksonville, FL2026-10-13
Confluence Investment Management LLC
6,326$491.3K0.0%ValueMediumSt. Louis, MO2026-10-01
Allspring Global Investments Holdings, LLC
6,194$477.7K0.0%CoreMediumCharlotte, NC2026-11-04
Foster Group, Inc.
6,124$475.7K0.0%ETFVery LowUrbandale, IA2026-10-13
Canopy Partners, LLC
6,078$472.1K0.1%GrowthLowCincinnati, OH2026-10-28
EverSource Wealth Advisors, LLC
5,619$436.4K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
5,562$432.0K0.0%IndexLowSan Francisco, CA2026-10-08
D'Orazio & Associates, Inc.
5,230$406.2K0.0%ETFLowVienna, VA2026-11-04
Mondrian Investment Partners LTD
5,230$406.2K0.0%YieldMediumLondon, United Kingdom2026-10-23
Tuttle Capital Management, LLC
5,050$394.1K0.2%GrowthHighRiverside, CT2026-10-21
Wealth Enhancement Advisory Services, LLC
4,765$359.2K0.0%CoreLowPlymouth, MN2026-10-13
Perigon Wealth Management, LLC
4,419$343.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Argos Wealth Advisors, LLC
4,336$336.8K0.1%GrowthLowSacramento, CA2026-11-02
55 North Private Wealth, LLC
4,296$333.7K0.1%ETFLowWinter Park, FL2026-10-20
Park Avenue Securities LLC
4,191$3260.0%ETFMediumNew York, NY2026-10-26
Ascent Group, LLC
3,966$308.0K0.0%CoreLowVirginia Beach, VA2026-10-30
Pinnacle Wealth Planning Services, Inc.
3,932$305.4K0.0%GARPLowMansfield, OH2026-10-27
Rose Capital Advisors LLC
3,867$300.4K0.1%ETFN/AMiami Beach, FL2026-11-04
Resonant Capital Advisors, LLC
3,703$287.6K0.0%ETFLowMadison, WI2026-10-15
HUB Investment Partners, LLC
3,669$285.0K0.0%GrowthLowAustin, TX2026-11-03
Dynamic Advisor Solutions LLC
3,606$280.1K0.0%ETFLowPhoenix, AZ2026-10-13
Valeo Financial Advisors, LLC
3,600$279.6K0.0%ETFLowCarmel, IN2026-10-08
Enterprise Financial Services Corp
3,589$278.8K0.1%CoreVery LowClayton, MO2026-11-03
Walkner Condon Financial Advisors LLC
3,535$274.6K0.0%ETFLowVerona, WI2026-11-02
Choreo, LLC
3,429$266.3K0.0%IndexLowRockford, IL2026-10-28
Quadrant Private Wealth Management, LLC
3,416$265.3K0.0%GrowthLowCenter Valley, PA2026-11-04
Commonwealth Equity Services, LLC
3,255$252.8K0.0%ETFLowWaltham, MA2026-11-02
Prime Capital Investment Advisors, LLC
2,820$219.0K0.0%ETFLowOverland Park, KS2026-10-20
Verdence Capital Advisors LLC
2,796$217.2K0.0%CoreMediumHunt Valley, MD2026-10-26
Angeles Wealth Management, LLC
2,731$212.1K0.0%ETFLowSanta Monica, CA2026-10-26
Piedmont Capital Management, LLC
2,592$201.3K0.1%CoreLowGreensboro, NC2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
2,496$193.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Westside Investment Management, Inc.
2,125$165.8K0.0%GrowthLowSanta Monica, CA2026-11-02
TD Private Client Wealth LLC
1,906$148.0K0.0%ETFLowNew York, NY2026-10-28
TD Waterhouse Canada Inc.
1,726$132.2K0.0%CoreLowToronto, Australia2026-10-16
Inspire Investing, LLC
1,598$124.1K0.0%GARPHighMeridian, ID2026-10-22
Nisa Investment Advisors, LLC
1,311$101.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Bell Investment Advisors, Inc
969$75.3K0.0%ETFVery LowOrinda, CA2026-10-29
Mather Group, Llc.
819$63.6K0.0%ETFMediumChicago, IL2026-10-14
JFS Wealth Advisors, LLC
587$45.6K0.0%ETFVery LowHermitage, PA2026-11-03
Financial Consulate, Inc
577$44.8K0.0%ETFLowHunt Valley, MD2026-10-23
Ascentis Wealth Management, LLC
394$30.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Elevation Wealth Partners, LLC
368$28.6K0.0%ETFLowWalnut Creek, CA2026-10-07
V-Square Quantitative Management LLC
360$28.0K0.0%CoreLowChicago, IL2026-10-15
Physician Wealth Advisors, Inc.
358$27.8K0.0%ETFMediumMidvale, UT2026-10-20
Parkside Financial Bank & Trust
296$23.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
True Wealth Design, LLC
293$22.8K0.0%ETFMediumAkron, OH2026-10-13
SBI Securities Co., Ltd.
258$20.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Bare Financial Services, Inc
230$17.9K0.0%ETFVery LowGap, PA2026-11-04
Highline Wealth Partners LLC
218$16.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Pinnacle Bancorp, Inc.
212$16.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Private Trust Co NA
191$14.8K0.0%CoreLowCleveland, OH2026-10-20
North Star Investment Management Corp.
188$14.6K0.0%CoreLowChicago, IL2026-10-27
Caitong International Asset Management Co., Ltd
181$14.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Spire Wealth Management
157$12.2K0.0%GrowthMediumMclean, VA2026-10-30
Key FInancial Inc
149$11.6K0.0%ETFLowWest Chester, PA2026-11-02
Versant Capital Management, Inc
89$6.9K0.0%GARPLowPhoenix, AZ2026-10-02
Gleason Group, Inc.
84$6.5K0.0%ETFVery LowProspect, KY2026-10-15
Elyxium Wealth, LLC
83$6.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Kozak & Associates, Inc.
69$4.5K0.0%ETFLowHighlands Ranch, CO2026-10-29
IFP Advisors, Inc
60$4.7K0.0%GrowthLowTampa, FL2026-10-16
Breakwater Investment Management
41$3.2K0.0%ETFLowSeattle, WA2026-10-20
Root Financial Partners, LLC
39$3.0K0.0%ETFMediumEncinitas, CA2026-10-21
Provenance Wealth Advisors, LLC
36$2.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Ares Financial Consulting, LLC
35$2.7K0.0%CoreLowCalabasas, CA2026-10-19
Noble Wealth Management PBC
28$2.2K0.0%YieldMediumGreenwood Village, CO2026-10-01
Meriwether Wealth & Planning, LLC
28$2.2K0.0%ETFMediumMinden, LA2026-10-13
Financial Network Wealth Advisors LLC
23$1.8K0.0%ETFLowMurray, UT2026-10-28
Financial Management Professionals, Inc.
22$1.7K0.0%ETFMediumAustin, TX2026-10-23
Jnba Financial Advisors
21$1.6K0.0%ETFMediumBloomington, MN2026-11-03
Lanark Financial, Inc.
18$1.4K0.0%CoreMediumBirmingham, AL2026-10-26
Proathlete Wealth Management LLC
14$1.1K0.0%ETFVery LowBoca Raton, FL2026-10-15
Abound Wealth Management
11$8550.0%ETFVery LowFranklin, TN2026-10-26
Trust Co
9$6990.0%ETFVery LowManhattan, KS2026-10-09
Godsey & Gibb, Inc
5$3890.0%CoreLowRichmond, VA2026-10-14
Creative Financial Designs Inc
4$3110.0%ETFMediumKokomo, IN2026-11-04
High Note Wealth, LLC
2$1550.0%ETFVery LowDeephaven, MN2026-10-27