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 |
|---|---|---|---|---|---|
| Vista Wealth Management Group, LLC | 10,477 | $151.8K | 0.01% | +10,477 | New |
| HSBC Holdings PLC | 10,554 | $152.9K | 0.00% | −4,724−30.9% | Reduced |
| Choate Investment Advisors | 10,797 | $156.5K | 0.00% | +10,797 | New |
| Farther Finance Advisors, LLC | 10,946 | $158.6K | 0.01% | +763+7.5% | Added |
| Flputnam Investment Management Co | 11,002 | $159.4K | 0.00% | +281+2.6% | Added |
| Freestone Capital Holdings, LLC | 11,107 | $160.9K | 0.01% | +11,107 | New |
| Bryn Mawr Trust Co | 11,161 | $161.7K | 0.00% | −180−1.6% | Reduced |
| Simon Quick Advisors, LLC | 11,228 | $162.7K | 0.01% | +11,228 | New |
| Wealthstream Advisors, Inc. | 11,483 | $166.4K | 0.03% | +794+7.4% | Added |
| Camden Capital, LLC | 11,657 | $168.9K | 0.02% | +1,450+14.2% | Added |
| Prudent Man Advisors, LLC | 11,883 | $172.2K | 0.06% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 11,991 | $173.8K | 0.04% | +11,991 | New |
| Optas, LLC | 12,104 | $175.4K | 0.04% | −2,145−15.1% | Reduced |
| Stratos Wealth Partners, LTD. | 12,241 | $177.4K | 0.00% | +12,241 | New |
| Ronald Blue Trust, Inc. | 12,297 | $178.2K | 0.00% | −26,146−68.0% | Reduced |
| Summit Trail Advisors, LLC | 12,435 | $180.2K | 0.01% | −375−2.9% | Reduced |
| HB Wealth Management, LLC | 12,444 | $180.3K | 0.00% | −855−6.4% | Reduced |
| Canopy Partners, LLC | 12,475 | $180.8K | 0.07% | +10+0.1% | Added |
| Legacy Financial Advisors, Inc. | 12,682 | $183.8K | 0.03% | +592+4.9% | Added |
| Xponance, Inc. | 12,704 | $184.1K | 0.00% | +579+4.8% | Added |
| Rehmann Capital Advisory Group | 12,848 | $186.2K | 0.01% | −376−2.8% | Reduced |
| Trust Point Inc. | 12,870 | $186.5K | 0.01% | −27−0.2% | Reduced |
| Channing Global Advisors, LLC | 13,118 | $190.1K | 0.13% | +223+1.7% | Added |
| Causeway Capital Management LLC | 13,348 | $193.4K | 0.00% | −2,771−17.2% | Reduced |
| New Republic Capital, LLC | 13,440 | $194.7K | 0.13% | −1,922−12.5% | Reduced |
| Colony Group, LLC | 13,454 | $195.0K | 0.00% | +2,033+17.8% | Added |
| Acorn Creek Capital LLC | 13,470 | $195.2K | 0.10% | +40.0% | Added |
| Commonwealth Equity Services, LLC | 13,660 | $198.0K | 0.00% | +192+1.4% | Added |
| Atria Wealth Solutions, Inc. | 13,710 | $198.7K | 0.00% | +13,710 | New |
| Cromwell Holdings LLC | 13,841 | $200.6K | 0.12% | 00.0% | Unchanged |
| State Street Corp | 13,954 | $202.2K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 14,169 | $205.3K | 0.01% | +3,090+27.9% | Added |
| Beverly Hills Private Wealth, LLC | 14,246 | $206.4K | 0.04% | −386−2.6% | Reduced |
| Aprio Wealth Management, LLC | 14,256 | $206.6K | 0.03% | +2,461+20.9% | Added |
| Wrapmanager Inc | 14,608 | $211.7K | 0.05% | +1,190+8.9% | Added |
| Sagespring Wealth Partners, LLC | 14,741 | $213.6K | 0.01% | +14,741 | New |
| Personal Cfo Solutions, LLC | 14,758 | $213.8K | 0.04% | −135−0.9% | Reduced |
| Sowell Financial Services LLC | 15,015 | $217.6K | 0.01% | +15,015 | New |
| Keel Point, LLC | 15,467 | $224.1K | 0.02% | −1,330−7.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 15,486 | $225.0K | 0.02% | +2,897+23.0% | Added |
| Diversify Advisory Services, LLC | 16,299 | $230.3K | 0.01% | +197+1.2% | Added |
| HighPoint Advisor Group LLC | 15,740 | $230.9K | 0.01% | +111+0.7% | Added |
| Wedmont Private Capital | 16,359 | $231.2K | 0.01% | +223+1.4% | Added |
| Valeo Financial Advisors, LLC | 15,959 | $231.2K | 0.01% | +13+0.1% | Added |
| Shilanski & Associates, Inc. | 16,189 | $234.6K | 0.08% | −858−5.0% | Reduced |
| Apollon Wealth Management, LLC | 16,275 | $235.8K | 0.01% | +1,015+6.7% | Added |
| EverSource Wealth Advisors, LLC | 16,318 | $236.4K | 0.01% | +14,016+608.9% | Added |
| Cresset Asset Management, LLC | 16,454 | $238.4K | 0.00% | −165,492−91.0% | Reduced |
| Claro Advisors LLC | 16,457 | $238.5K | 0.03% | −317−1.9% | Reduced |
| We Are One Seven, LLC | 16,471 | $238.7K | 0.01% | +5,352+48.1% | Added |
| CWM, LLC | 16,542 | $240.0K | 0.00% | −414−2.4% | Reduced |
| Verition Fund Management LLC | 16,738 | $242.5K | 0.00% | +16,738 | New |
| Bleakley Financial Group, LLC | 17,283 | $250.4K | 0.01% | −183−1.0% | Reduced |
| Syon Capital LLC | 17,460 | $253.0K | 0.02% | +6,207+55.2% | Added |
| Catalina Capital Group, LLC | 17,624 | $255.4K | 0.08% | +1,356+8.3% | Added |
| Jefferies Financial Group Inc. | 18,311 | $265.3K | 0.00% | +1,290+7.6% | Added |
| Lido Advisors, LLC | 18,570 | $269.1K | 0.00% | +1,480+8.7% | Added |
| Assetmark, Inc | 18,741 | $271.6K | 0.00% | +10,003+114.5% | Added |
| BSW Wealth Partners | 18,815 | $272.6K | 0.04% | +1,170+6.6% | Added |
| Guggenheim Capital LLC | 19,090 | $276.6K | 0.00% | +3,746+24.4% | Added |
| Lindbrook Capital, LLC | 19,343 | $280.3K | 0.03% | +948+5.2% | Added |
| Captrust Financial Advisors | 19,463 | $282.0K | 0.00% | −24,525−55.8% | Reduced |
| Werba Rubin Papier Wealth Management | 19,546 | $283.2K | 0.07% | −1,520−7.2% | Reduced |
| Pzena Investment Management LLC | 19,619 | $284.3K | 0.00% | +1,004+5.4% | Added |
| Savant Capital, LLC | 19,775 | $286.5K | 0.00% | +8,778+79.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | $286.9K | 0.03% | +19,800 | New |
| Sage Mountain Advisors LLC | 19,809 | $287.0K | 0.02% | +1,485+8.1% | Added |
| Global Retirement Partners, LLC | 19,933 | $288.8K | 0.01% | +11,166+127.4% | Added |
| Keybank National Association | 20,016 | $290.0K | 0.00% | −426−2.1% | Reduced |
| Coldstream Capital Management Inc | 20,296 | $294.1K | 0.01% | +5,371+36.0% | Added |
| Boston Private Wealth LLC | 20,494 | $297.0K | 0.01% | +20,494 | New |
| Sivia Capital Partners, LLC | 20,595 | $298.4K | 0.15% | −689−3.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 20,738 | $300.5K | 0.00% | −278−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,815 | $301.6K | 0.00% | −130−0.6% | Reduced |
| First Affirmative Financial Network | 21,005 | $304.4K | 0.18% | −259−1.2% | Reduced |
| Vanguard Capital Wealth Advisors | 21,225 | $307.6K | 0.34% | −15,316−41.9% | Reduced |
| Ewa, LLC | 21,519 | $311.8K | 0.12% | +129+0.6% | Added |
| Drive Wealth Management, LLC | 21,595 | $312.9K | 0.08% | +572+2.7% | Added |
| GAMMA Investing LLC | 23,155 | $335.5K | 0.03% | +4,479+24.0% | Added |
| Bridgewater Advisors Inc. | 24,180 | $345.8K | 0.04% | +314+1.3% | Added |
| Csenge Advisory Group | 24,270 | $351.7K | 0.02% | +4,685+23.9% | Added |
| Truist Financial Corp | 24,361 | $353.0K | 0.00% | −4,136−14.5% | Reduced |
| Net Worth Advisory Group | 24,747 | $358.6K | 0.11% | −604−2.4% | Reduced |
| Taika Capital, LP | 24,915 | $361.0K | 0.28% | +24,915 | New |
| Seeds Investor LLC | 25,299 | $366.6K | 0.10% | +2,914+13.0% | Added |
| Five Oceans Advisors | 25,407 | $368.1K | 0.17% | +2,527+11.0% | Added |
| Bailard, Inc. | 25,703 | $372.4K | 0.01% | +25,703 | New |
| Avantax Advisory Services, Inc. | 26,494 | $383.9K | 0.00% | +6,182+30.4% | Added |
| Private Advisor Group, LLC | 26,530 | $384.4K | 0.00% | +2,257+9.3% | Added |
| Louisbourg Investments Inc. | 26,652 | $386.2K | 0.10% | 00.0% | Unchanged |
| West Family Investments, Inc. | 26,905 | $389.9K | 0.14% | 00.0% | Unchanged |
| Jain Global LLC | 27,553 | $399.2K | 0.01% | +27,553 | New |
| Traveka Wealth, LLC | 27,598 | $399.9K | 0.22% | +82+0.3% | Added |
| Umb Bank N A | 27,892 | $404.2K | 0.01% | −139−0.5% | Reduced |
| Schroder Investment Management Group | 28,562 | $415.6K | 0.00% | +25+0.1% | Added |
| Gallacher Capital Management LLC | 28,980 | $419.9K | 0.21% | +489+1.7% | Added |
| Shelton Capital Management | 29,060 | $421.1K | 0.01% | +453+1.6% | Added |
| Principal Street Partners, LLC | 29,134 | $422.2K | 0.08% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 30,786 | $446.1K | 0.00% | +8,018+35.2% | Added |
| Atlas Capital Advisors LLC | 30,979 | $448.9K | 0.06% | −489−1.6% | Reduced |