Sumitomo Mitsui Financial Group, Inc.

SMFG

Exchange: NYSE
Industry: Commercial Banks, NEC
SEC CIK: 0001022837

SEC filings (opens in a new tab)

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

Q4 2024 vs. Q3 2024

How the institutions holding Sumitomo Mitsui Financial Group, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of SMFG: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	333	6	348	+21
Shares	93.5M	166.9K	102.4M	+9.05M (+9.7%)
Value	$1.16B	$2.19M	$1.49B	+$329.2M (+28.5%)

6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (49)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to SMFG in Q4 2024
Institution	Shares	Value	% of portfolio
Silvercrest Asset Management Group LLC	242,300	$5.80M	0.04%
First Trust Advisors LP	309,458	$4.48M	0.00%
Parr McKnight Wealth Management Group, LLC	242,101	$3.51M	0.50%
Massachusetts Financial Services Co	138,680	$2.01M	0.00%
Callan Family Office, LLC	136,063	$1.97M	0.13%
Raymond James Financial Inc	109,419	$1.59M	0.00%
Summit Global Investments	38,656	$560.0K	0.04%
Jain Global LLC	27,553	$399.2K	0.01%
Bailard, Inc.	25,703	$372.4K	0.01%
Taika Capital, LP	24,915	$361.0K	0.28%
Boston Private Wealth LLC	20,494	$297.0K	0.01%
Generali Investments CEE, investicni spolecnost, a.s.	19,800	$286.9K	0.03%
Verition Fund Management LLC	16,738	$242.5K	0.00%
Sowell Financial Services LLC	15,015	$217.6K	0.01%
Sagespring Wealth Partners, LLC	14,741	$213.6K	0.01%
Atria Wealth Solutions, Inc.	13,710	$198.7K	0.00%
Stratos Wealth Partners, LTD.	12,241	$177.4K	0.00%
Aspen Grove Capital, LLC	11,991	$173.8K	0.04%
Simon Quick Advisors, LLC	11,228	$162.7K	0.01%
Freestone Capital Holdings, LLC	11,107	$160.9K	0.01%
Choate Investment Advisors	10,797	$156.5K	0.00%
Vista Wealth Management Group, LLC	10,477	$151.8K	0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	10,417	$150.9K	0.00%
Acadian Asset Management LLC	9,068	$131.0K	0.00%
Sierra Ocean, LLC	5,902	$85.5K	0.07%
Park Square Financial Group, LLC	2,355	$34.1K	0.02%
Versant Capital Management, Inc	2,086	$30.2K	0.01%
PEAK6 LLC	1,734	$25.1K	0.00%
Capital A Wealth Management, LLC	1,712	$24.8K	0.04%
Whipplewood Advisors, LLC	1,311	$19.0K	0.01%
Aventura Private Wealth, LLC	1,193	$17.3K	0.01%
Human Investing LLC	1,100	$15.9K	0.00%
Skopos Labs, Inc.	788	$11.4K	0.00%
Albion Financial Group	644	$9.33K	0.00%
WPG Advisers, LLC	643	$9.32K	0.01%
Van Hulzen Asset Management, LLC	412	$5.97K	0.00%
Center for Financial Planning, Inc.	323	$4.68K	0.00%
Advantage Trust Co	291	$4.16K	0.00%
NewSquare Capital LLC	276	$4.00K	0.00%
National Bank of Canada	271	$3.93K	0.00%
MAI Capital Management	223	$3.23K	0.00%
Private Trust Co NA	204	$2.96K	0.00%
UMA Financial Services, Inc.	135	$1.96K	0.00%
Decker Retirement Planning Inc.	94	$1.36K	0.00%
Wood Tarver Financial Group, LLC	94	$1.00K	0.00%
Golden State Wealth Management, LLC	58	$840	0.00%
Clearstead Advisors, LLC	56	$812	0.00%
High Note Wealth, LLC	25	$362	0.00%
Sachetta, LLC	8	$122	0.00%

Sold out (28)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of SMFG in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Cowen and Company, LLC	1,560,230	$19.7M
Veriti Management LLC	305,204	$3.85M
Rokos Capital Management LLP	293,693	$3.71M
Samlyn Capital, LLC	266,615	$3.37M
Citadel Advisors LLC	244,949	$3.09M
Prudential Financial Inc	159,336	$2.01M
Old Mission Capital LLC	158,166	$2.00M
XY Capital Ltd	92,052	$1.16M
Advisory Services Network, LLC	82,486	$1.11M
Morningstar Investment Services LLC	84,609	$1.03M
Qube Research & Technologies Ltd	28,661	$362.0K
Squarepoint Ops LLC	27,451	$346.7K
Blair William & Co	26,146	$330.2K
Waldron Private Wealth LLC	38,868	$309.1K
Virtu Financial LLC	22,069	$279.0K
Marshall Wace, LLP	18,592	$234.8K
Synovus Financial Corp	15,754	$199.0K
Tower Research Capital LLC (TRC)	14,237	$179.8K
Centiva Capital, LP	10,593	$133.8K
Seven Mile Advisory	10,539	$133.1K
Farmers & Merchants Investments Inc	3,558	$44.9K
BNP Paribas Arbitrage, SA	973	$12.3K
Paladin Wealth, LLC	796	$10.1K
Grove Bank & Trust	634	$8.01K
Redmont Wealth Advisors LLC	540	$6.82K
MV Capital Management, Inc.	412	$5.20K
Northwest Financial Advisors	2	$25
International Assets Investment Management, LLC	54,221	–

Not filed for Q4 2024 yet (6)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMFG in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Eagle Asset Management Inc	63,718	$891.4K
Raymond James & Associates	41,963	$530.0K
Gateway Advisory, LLC	32,803	$414.3K
Raymond James Financial Services Advisors, Inc.	14,967	$189.0K
Alera Investment Advisors, LLC	13,335	$168.4K
ClariVest Asset Management LLC	87	$1.13K