Sumitomo Mitsui Financial Group, Inc.
SMFG- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0001022837
In the last 90 days, Sumitomo Mitsui Financial Group, Inc. insiders filed 0 open-market purchases and 1 sale; 463 institutions reported holding it in 13F filings for Q2 2026, worth $3.16B in total; no superinvestor holds it.
Other share classesSMFNF
13F holders, Q4 2024
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 348
- +21 vs. Q3 2024
- Shares held
- 102.4M
- +9.05M (+9.7%) vs. Q3 2024
- Total value
- $1.49B
- +$329.2M (+28.5%) vs. Q3 2024
- New holders
- 49
- 149 more added
- Sold out
- 28
- 100 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SMFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 463 | $3.16B |
| Q1 2026 | 446 | $2.45B |
| Q4 2025 | 424 | $2.24B |
| Q3 2025 | 396 | $1.89B |
| Q2 2025 | 371 | $1.80B |
| Q1 2025 | 358 | $1.81B |
| Q4 2024 | 348 | $1.49B |
| Q3 2024 | 333 | $1.16B |
| Q2 2024 | 324 | $1.28B |
| Q1 2024 | 309 | $1.11B |
| Q4 2023 | 308 | $910.8M |
| Q3 2023 | 272 | $984.8M |
| Q2 2023 | 265 | $936.6M |
| Q1 2023 | 265 | $873.4M |
| Q4 2022 | 259 | $908.4M |
| Q3 2022 | 243 | $623.2M |
| Q2 2022 | 244 | $708.5M |
| Q1 2022 | 248 | $765.4M |
| Q4 2021 | 241 | $831.3M |
| Q3 2021 | 236 | $872.4M |
| Q2 2021 | 225 | $861.9M |
| Q1 2021 | 229 | $907.8M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 23,697,823 | $343.4M | 0.02% | +7,381,603+45.2% | Added |
| Goldman Sachs Group Inc | 11,217,749 | $162.5M | 0.03% | −7,405−0.1% | Reduced |
| FMR LLC | 8,383,293 | $121.5M | 0.01% | +1,189,453+16.5% | Added |
| BlackRock, Inc. | 6,964,935 | $100.9M | 0.00% | +55,122+0.8% | Added |
| Clark Capital Management Group, Inc. | 6,384,308 | $92.5M | 0.65% | +1,355,287+26.9% | Added |
| Northern Trust Corp | 5,029,497 | $72.9M | 0.01% | +2,224,913+79.3% | Added |
| Dimensional Fund Advisors LP | 2,899,574 | $42.0M | 0.01% | +33,783+1.2% | Added |
| Wells Fargo & Company | 2,080,805 | $30.2M | 0.01% | −1,199,954−36.6% | Reduced |
| Envestnet Asset Management Inc | 1,803,684 | $26.1M | 0.01% | +70,946+4.1% | Added |
| Bank of America Corp | 1,776,384 | $25.7M | 0.00% | +129,684+7.9% | Added |
| Renaissance Technologies LLC | 1,610,670 | $23.3M | 0.03% | −23,900−1.5% | Reduced |
| American Century Companies Inc | 1,515,323 | $22.0M | 0.01% | +70,774+4.9% | Added |
| JPMorgan Chase & Co | 1,015,206 | $14.7M | 0.00% | −354,744−25.9% | Reduced |
| Invesco Ltd. | 1,013,936 | $14.7M | 0.00% | −341,666−25.2% | Reduced |
| Natixis Advisors, L.P. | 900,374 | $13.0M | 0.02% | +313,642+53.5% | Added |
| Anderson Hoagland & Co | 840,100 | $12.3M | 1.27% | −10,785−1.3% | Reduced |
| Bank of New York Mellon Corp | 745,849 | $10.8M | 0.00% | +434,728+139.7% | Added |
| UBS Group AG | 666,134 | $9.65M | 0.00% | +135,348+25.5% | Added |
| O'Shaughnessy Asset Management, LLC | 594,358 | $8.61M | 0.07% | −12,790−2.1% | Reduced |
| Royal Bank of Canada | 581,102 | $8.42M | 0.00% | −12,376−2.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 576,485 | $8.30M | 0.01% | +249,543+76.3% | Added |
| Quantinno Capital Management LP | 563,464 | $8.16M | 0.08% | +17,291+3.2% | Added |
| CIBC World Markets Inc. | 560,340 | $8.12M | 0.02% | −853−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 498,398 | $7.22M | 0.13% | +4,421+0.9% | Added |
| Franklin Resources Inc | 492,268 | $7.13M | 0.00% | −4,897−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 482,783 | $7.00M | 0.00% | +76,862+18.9% | Added |
| Creative Planning | 477,228 | $6.92M | 0.01% | +100,738+26.8% | Added |
| Pathstone Holdings, LLC | 477,024 | $6.91M | 0.03% | +8,717+1.9% | Added |
| Ramirez Asset Management, Inc. | 449,014 | $6.51M | 1.31% | +14,004+3.2% | Added |
| Jane Street Group, LLC | 444,902 | $6.45M | 0.01% | +144,901+48.3% | Added |
| Stifel Financial Corp | 442,067 | $6.41M | 0.01% | +394+0.1% | Added |
| QRG Capital Management, Inc. | 432,415 | $6.27M | 0.06% | +7,735+1.8% | Added |
| Ethic Inc. | 415,612 | $6.02M | 0.12% | +46,640+12.6% | Added |
| Benson Investment Management Company, Inc. | 410,275 | $5.94M | 2.47% | +200.0% | Added |
| Arrowstreet Capital, Limited Partnership | 409,579 | $5.93M | 0.00% | −1,341,603−76.6% | Reduced |
| Mariner, LLC | 405,056 | $5.87M | 0.01% | +8,389+2.1% | Added |
| Silvercrest Asset Management Group LLC | 242,300 | $5.80M | 0.04% | +242,300 | New |
| Moran Wealth Management, LLC | 358,736 | $5.20M | 0.17% | +25,503+7.7% | Added |
| Boston Partners | 348,184 | $5.05M | 0.01% | +199,616+134.4% | Added |
| Eagle Global Advisors LLC | 336,000 | $4.87M | 0.20% | 00.0% | Unchanged |
| LPL Financial LLC | 324,992 | $4.71M | 0.00% | +235,934+264.9% | Added |
| First Trust Advisors LP | 309,458 | $4.48M | 0.00% | +309,458 | New |
| Cerity Partners LLC | 319,730 | $4.46M | 0.01% | −33,313−9.4% | Reduced |
| US Bancorp | 299,476 | $4.34M | 0.01% | +7,641+2.6% | Added |
| Leuthold Group, LLC | 298,514 | $4.33M | 0.52% | −10,815−3.5% | Reduced |
| Greenleaf Trust | 295,531 | $4.28M | 0.04% | +740.0% | Added |
| HighTower Advisors, LLC | 257,959 | $3.74M | 0.01% | +11,363+4.6% | Added |
| Augustine Asset Management Inc | 254,696 | $3.69M | 0.97% | −1,849−0.7% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 242,101 | $3.51M | 0.50% | +242,101 | New |
| Advisor Group Holdings, Inc. | 232,263 | $3.37M | 0.01% | +38,903+20.1% | Added |
| William Blair Investment Management, LLC | 225,195 | $3.26M | 0.01% | −16,234−6.7% | Reduced |
| JustInvest LLC | 224,956 | $3.26M | 0.05% | −3,410−1.5% | Reduced |
| Forum Financial Management, LP | 222,120 | $3.22M | 0.05% | +28,997+15.0% | Added |
| Cetera Investment Advisers | 221,322 | $3.21M | 0.01% | +60,788+37.9% | Added |
| Signaturefd, LLC | 221,164 | $3.20M | 0.06% | +7,811+3.7% | Added |
| Calamos Advisors LLC | 211,720 | $3.07M | 0.01% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 208,594 | $3.02M | 0.53% | +1,223+0.6% | Added |
| Ameriprise Financial Inc | 195,436 | $2.83M | 0.00% | −5,437−2.7% | Reduced |
| Park Avenue Securities LLC | 190,094 | $2.75M | 0.03% | +50,797+36.5% | Added |
| Mercer Global Advisors Inc | 185,418 | $2.69M | 0.01% | −10,340−5.3% | Reduced |
| Fisher Asset Management, LLC | 183,829 | $2.66M | 0.00% | −4,711−2.5% | Reduced |
| Federated Hermes, Inc. | 181,591 | $2.63M | 0.01% | −8,886−4.7% | Reduced |
| The PNC Financial Services Group, Inc. | 178,404 | $2.59M | 0.00% | −3,307−1.8% | Reduced |
| Dorsey Wright & Associates | 178,245 | $2.58M | 0.62% | −51,313−22.4% | Reduced |
| Rhumbline Advisers | 168,901 | $2.45M | 0.00% | −1,962−1.1% | Reduced |
| SEI Investments Co | 163,429 | $2.37M | 0.00% | −9,852−5.7% | Reduced |
| Wetherby Asset Management Inc | 161,470 | $2.34M | 0.11% | −15,502−8.8% | Reduced |
| Ritholtz Wealth Management | 155,843 | $2.26M | 0.07% | −11,550−6.9% | Reduced |
| CIBC Asset Management Inc | 157,225 | $2.23M | 0.01% | −328,117−67.6% | Reduced |
| Capital Wealth Planning, LLC | 153,472 | $2.22M | 0.02% | +40,131+35.4% | Added |
| BTC Capital Management, Inc. | 152,646 | $2.20M | 0.20% | −15,130−9.0% | Reduced |
| Naviter Wealth, LLC | 142,816 | $2.07M | 0.25% | +4,671+3.4% | Added |
| AQR Capital Management LLC | 140,727 | $2.04M | 0.00% | +12,735+9.9% | Added |
| Massachusetts Financial Services Co | 138,680 | $2.01M | 0.00% | +138,680 | New |
| Wiley Bros.-Aintree Capital, LLC | 136,244 | $1.98M | 0.02% | +62,945+85.9% | Added |
| Callan Family Office, LLC | 136,063 | $1.97M | 0.13% | +136,063 | New |
| CAPROCK Group, Inc. | 130,770 | $1.89M | 0.06% | +1,927+1.5% | Added |
| Lockheed Martin Investment Management Co | 127,040 | $1.84M | 0.07% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 120,024 | $1.74M | 0.14% | +50,650+73.0% | Added |
| Raymond James Financial Inc | 109,419 | $1.59M | 0.00% | +109,419 | New |
| Bank of Montreal | 103,091 | $1.49M | 0.00% | −3,739−3.5% | Reduced |
| Yousif Capital Management, LLC | 101,090 | $1.46M | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 100,885 | $1.46M | 0.01% | +11,952+13.4% | Added |
| Orion Portfolio Solutions, LLC | 100,885 | $1.46M | 0.01% | +11,952+13.4% | Added |
| Pekin Hardy Strauss, Inc. | 99,100 | $1.44M | 0.18% | −1,500−1.5% | Reduced |
| Principal Securities, Inc. | 96,176 | $1.39M | 0.03% | +16,316+20.4% | Added |
| Millennium Management LLC | 94,329 | $1.37M | 0.00% | +77,507+460.7% | Added |
| Vident Advisory, LLC | 91,211 | $1.32M | 0.02% | −5,342−5.5% | Reduced |
| CI Private Wealth, LLC | 90,181 | $1.31M | 0.00% | −2,039−2.2% | Reduced |
| United Capital Financial Advisers, LLC | 86,733 | $1.26M | 0.01% | +1,000+1.2% | Added |
| Sequoia Financial Advisors, LLC | 85,120 | $1.23M | 0.01% | +2,069+2.5% | Added |
| MML Investors Services, LLC | 84,102 | $1.22M | 0.00% | +16,030+23.5% | Added |
| TownSquare Capital, LLC | 82,485 | $1.20M | 0.01% | +3,531+4.5% | Added |
| Dorsey & Whitney Trust CO LLC | 76,257 | $1.10M | 0.06% | +276+0.4% | Added |
| Johnson Investment Counsel Inc | 74,546 | $1.08M | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 72,066 | $1.04M | 0.05% | +8,920+14.1% | Added |
| Quadrant Capital Group LLC | 71,293 | $1.03M | 0.07% | −1,204−1.7% | Reduced |
| Evergreen Capital Management LLC | 69,143 | $1.00M | 0.03% | +12,615+22.3% | Added |
| Investors Research Corp | 68,879 | $998.1K | 0.22% | −675−1.0% | Reduced |
| Aquatic Capital Management LLC | 65,744 | $952.6K | 0.03% | −4,256−6.1% | Reduced |