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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 1 | $18 | 0.00% | −1,292−99.9% | Reduced |
| West Branch Capital LLC | 8 | $114 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 8 | $122 | 0.00% | +8 | New |
| High Note Wealth, LLC | 25 | $362 | 0.00% | +25 | New |
| AdvisorNet Financial, Inc | 33 | $478 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 38 | $551 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 49 | $710 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 56 | $812 | 0.00% | +56 | New |
| Coppell Advisory Solutions LLC | 57 | $829 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 58 | $840 | 0.00% | +58 | New |
| Group One Trading, L.P. | 66 | $956 | 0.00% | −7−9.6% | Reduced |
| Wood Tarver Financial Group, LLC | 94 | $1.00K | 0.00% | +94 | New |
| Manchester Capital Management LLC | 70 | $1.01K | 0.00% | −282−80.1% | Reduced |
| Central Trust Co | 86 | $1.25K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 91 | $1.32K | 0.00% | −16−15.0% | Reduced |
| Abound Wealth Management | 92 | $1.33K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 94 | $1.36K | 0.00% | +94 | New |
| Larson Financial Group LLC | 110 | $1.59K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $1.67K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 115 | $1.67K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 119 | $1.72K | 0.00% | +2+1.7% | Added |
| UMA Financial Services, Inc. | 135 | $1.96K | 0.00% | +135 | New |
| LRI Investments, LLC | 164 | $2.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 167 | $2.42K | 0.00% | 00.0% | Unchanged |
| Motco | 187 | $2.71K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $2.90K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 204 | $2.96K | 0.00% | +204 | New |
| MAI Capital Management | 223 | $3.23K | 0.00% | +223 | New |
| Clean Yield Group | 250 | $3.62K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 271 | $3.93K | 0.00% | +51+23.2% | Added |
| National Bank of Canada | 271 | $3.93K | 0.00% | +271 | New |
| NewSquare Capital LLC | 276 | $4.00K | 0.00% | +276 | New |
| Simplex Trading, LLC | 295 | $4.00K | 0.00% | −629−68.1% | Reduced |
| Advantage Trust Co | 291 | $4.16K | 0.00% | +291 | New |
| ORG Wealth Partners, LLC | 299 | $4.33K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 323 | $4.68K | 0.00% | +323 | New |
| Creekmur Asset Management LLC | 398 | $5.77K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 412 | $5.97K | 0.00% | +412 | New |
| TD Private Client Wealth LLC | 448 | $6.49K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 471 | $6.83K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 501 | $7.27K | 0.00% | +1+0.2% | Added |
| Spire Wealth Management | 546 | $7.91K | 0.00% | +47+9.4% | Added |
| Financial Connections Group, Inc. | 561 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 607 | $8.79K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 643 | $9.32K | 0.01% | +643 | New |
| Albion Financial Group | 644 | $9.33K | 0.00% | +644 | New |
| Harbour Investments, Inc. | 646 | $9.36K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 733 | $10.9K | 0.00% | +158+27.5% | Added |
| Skopos Labs, Inc. | 788 | $11.4K | 0.00% | +788 | New |
| HHM Wealth Advisors, LLC | 806 | $11.7K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 867 | $12.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 909 | $13.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 963 | $14.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 980 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 990 | $14.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 994 | $14.4K | 0.00% | −66−6.2% | Reduced |
| Human Investing LLC | 1,100 | $15.9K | 0.00% | +1,100 | New |
| Venturi Wealth Management, LLC | 1,109 | $16.1K | 0.00% | +136+14.0% | Added |
| Fifth Third Bancorp | 1,119 | $16.2K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,174 | $17.0K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,193 | $17.3K | 0.01% | +1,193 | New |
| Financial Management Professionals, Inc. | 1,277 | $18.5K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,311 | $19.0K | 0.01% | +1,311 | New |
| Jones Financial Companies LLLP | 1,370 | $19.9K | 0.00% | +248+22.1% | Added |
| Rothschild Investment LLC | 1,508 | $21.9K | 0.00% | −2,142−58.7% | Reduced |
| Allworth Financial LP | 1,597 | $23.2K | 0.00% | +395+32.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,609 | $23.3K | 0.00% | +665+70.4% | Added |
| Capital A Wealth Management, LLC | 1,712 | $24.8K | 0.04% | +1,712 | New |
| PEAK6 LLC | 1,734 | $25.1K | 0.00% | +1,734 | New |
| Rise Advisors, LLC | 1,841 | $26.7K | 0.01% | +24+1.3% | Added |
| Addison Advisors LLC | 1,876 | $27.2K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,884 | $27.9K | 0.00% | +312+19.8% | Added |
| Bessemer Group Inc | 1,929 | $28.0K | 0.00% | +1,119+138.1% | Added |
| Versant Capital Management, Inc | 2,086 | $30.2K | 0.01% | +2,086 | New |
| Geneos Wealth Management Inc. | 2,233 | $32.4K | 0.00% | +57+2.6% | Added |
| Park Square Financial Group, LLC | 2,355 | $34.1K | 0.02% | +2,355 | New |
| First Horizon Advisors, Inc. | 2,403 | $34.8K | 0.00% | +41+1.7% | Added |
| JFS Wealth Advisors, LLC | 2,411 | $34.9K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 2,500 | $36.2K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,706 | $39.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,737 | $39.7K | 0.00% | −612−18.3% | Reduced |
| TD Waterhouse Canada Inc. | 3,099 | $44.9K | 0.00% | +2,963+2,178.7% | Added |
| IFP Advisors, Inc | 3,404 | $49.3K | 0.00% | +295+9.5% | Added |
| Huntington National Bank | 3,433 | $49.7K | 0.00% | −1,462−29.9% | Reduced |
| Richardson Financial Services Inc. | 3,496 | $50.9K | 0.04% | +940+36.8% | Added |
| Rosenberg Matthew Hamilton | 3,827 | $55.5K | 0.01% | −1,319−25.6% | Reduced |
| Barclays PLC | 4,000 | $58.0K | 0.00% | −16,000−80.0% | Reduced |
| Bruce G. Allen Investments, LLC | 5,445 | $78.9K | 0.06% | +1,239+29.5% | Added |
| Sierra Ocean, LLC | 5,902 | $85.5K | 0.07% | +5,902 | New |
| Paradigm Asset Management Co LLC | 6,300 | $91.3K | 0.02% | −800−11.3% | Reduced |
| GeoWealth Management, LLC | 6,762 | $98.0K | 0.00% | −1,940−22.3% | Reduced |
| Hexagon Capital Partners LLC | 7,028 | $101.8K | 0.02% | +770+12.3% | Added |
| AXA S.A. | 7,352 | $106.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7,944 | $115.1K | 0.02% | +1,968+32.9% | Added |
| Quantbot Technologies LP | 9,004 | $130.5K | 0.00% | −31,627−77.8% | Reduced |
| Acadian Asset Management LLC | 9,068 | $131.0K | 0.00% | +9,068 | New |
| Onyx Bridge Wealth Group LLC | 10,000 | $144.9K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 10,238 | $148.3K | 0.02% | +94+0.9% | Added |
| Clarius Group, LLC | 10,264 | $148.7K | 0.01% | −1,381−11.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,417 | $150.9K | 0.00% | +10,417 | New |