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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 31,434 | $455.5K | 0.07% | −8,263−20.8% | Reduced |
| Sanctuary Advisors, LLC | 30,020 | $456.3K | 0.00% | +1,772+6.3% | Added |
| Kestra Advisory Services, LLC | 32,099 | $465.1K | 0.00% | +15,655+95.2% | Added |
| Mather Group, LLC. | 32,709 | $474.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 33,116 | $479.9K | 0.01% | +1,354+4.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 33,386 | $483.8K | 0.00% | −2,736−7.6% | Reduced |
| Pitcairn Co | 34,133 | $494.6K | 0.03% | +876+2.6% | Added |
| Cable Hill Partners, LLC | 34,145 | $494.8K | 0.05% | −344−1.0% | Reduced |
| Gradient Investments LLC | 34,477 | $499.6K | 0.01% | −13,390−28.0% | Reduced |
| ICONIQ Capital, LLC | 35,058 | $508.0K | 0.01% | +19,556+126.2% | Added |
| Schechter Investment Advisors, LLC | 35,103 | $508.6K | 0.04% | −262−0.7% | Reduced |
| Banco Santander, S.A. | 35,990 | $521.5K | 0.01% | −3,430−8.7% | Reduced |
| RNC Capital Management LLC | 36,220 | $524.8K | 0.03% | −995−2.7% | Reduced |
| Sage Rhino Capital LLC | 36,422 | $527.8K | 0.12% | −705−1.9% | Reduced |
| Covenant Partners, LLC | 37,262 | $539.9K | 0.17% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 38,627 | $559.7K | 0.00% | −4,137−9.7% | Reduced |
| Summit Global Investments | 38,656 | $560.0K | 0.04% | +38,656 | New |
| Lazard Asset Management LLC | 38,901 | $563.0K | 0.00% | −866−2.2% | Reduced |
| Atria Investments LLC | 39,317 | $569.7K | 0.01% | −12,755−24.5% | Reduced |
| V-Square Quantitative Management LLC | 39,799 | $574.3K | 0.08% | +9,224+30.2% | Added |
| Te Ahumairangi Investment Management Ltd | 39,657 | $575.0K | 0.12% | −47,294−54.4% | Reduced |
| Citigroup Inc | 40,182 | $582.2K | 0.00% | +5,974+17.5% | Added |
| AdvisorShares Investments LLC | 40,397 | $585.4K | 0.11% | −5,940−12.8% | Reduced |
| Ieq Capital, LLC | 41,587 | $602.6K | 0.01% | +3,665+9.7% | Added |
| Glenmede Trust Co NA | 42,282 | $612.7K | 0.00% | −748−1.7% | Reduced |
| Smartleaf Asset Management LLC | 42,309 | $615.6K | 0.06% | +19,224+83.3% | Added |
| PDS Planning, Inc | 43,241 | $626.6K | 0.06% | −871−2.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 43,633 | $632.2K | 0.09% | +10,096+30.1% | Added |
| Checchi Capital Advisers, LLC | 45,905 | $665.2K | 0.05% | +1,799+4.1% | Added |
| Callan Capital, LLC | 46,429 | $672.8K | 0.05% | −4,602−9.0% | Reduced |
| Susquehanna International Group, LLP | 47,002 | $681.1K | 0.00% | +4,745+11.2% | Added |
| Capital Insight Partners, LLC | 49,157 | $712.3K | 0.12% | +18,415+59.9% | Added |
| M&T Bank Corp | 51,196 | $741.5K | 0.00% | +1,409+2.8% | Added |
| Neuberger Berman Group LLC | 52,333 | $758.3K | 0.00% | +10,479+25.0% | Added |
| Mission Wealth Management, LP | 53,541 | $775.8K | 0.02% | −10,760−16.7% | Reduced |
| Barometer Capital Management Inc. | 56,108 | $781.6K | 0.31% | +27,054+93.1% | Added |
| Aaron Wealth Advisors | 54,137 | $784.4K | 0.09% | +4,470+9.0% | Added |
| Parallel Advisors, LLC | 55,222 | $800.2K | 0.02% | −1,125−2.0% | Reduced |
| Lake Street Advisors Group, LLC | 55,655 | $806.4K | 0.04% | +1,472+2.7% | Added |
| Pacer Advisors, Inc. | 56,216 | $814.6K | 0.00% | +156+0.3% | Added |
| RSM US Wealth Management LLC | 56,006 | $814.7K | 0.01% | +2,539+4.7% | Added |
| Rockefeller Capital Management L.P. | 58,440 | $841.9K | 0.00% | +2,477+4.4% | Added |
| Diversify Wealth Management, LLC | 61,077 | $863.0K | 0.07% | +9,553+18.5% | Added |
| Mount Yale Investment Advisors, LLC | 61,519 | $891.4K | 0.07% | −19,093−23.7% | Reduced |
| Ballentine Partners, LLC | 61,583 | $892.3K | 0.02% | +5,972+10.7% | Added |
| Ellevest, Inc. | 62,368 | $903.7K | 0.05% | +5,625+9.9% | Added |
| Advisors Asset Management, Inc. | 64,535 | $935.1K | 0.02% | +5,678+9.6% | Added |
| Russell Investments Group, Ltd. | 64,817 | $939.2K | 0.00% | −16,977−20.8% | Reduced |
| Aquatic Capital Management LLC | 65,744 | $952.6K | 0.03% | −4,256−6.1% | Reduced |
| Investors Research Corp | 68,879 | $998.1K | 0.22% | −675−1.0% | Reduced |
| Evergreen Capital Management LLC | 69,143 | $1.00M | 0.03% | +12,615+22.3% | Added |
| Quadrant Capital Group LLC | 71,293 | $1.03M | 0.07% | −1,204−1.7% | Reduced |
| Atomi Financial Group, Inc. | 72,066 | $1.04M | 0.05% | +8,920+14.1% | Added |
| Johnson Investment Counsel Inc | 74,546 | $1.08M | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 76,257 | $1.10M | 0.06% | +276+0.4% | Added |
| TownSquare Capital, LLC | 82,485 | $1.20M | 0.01% | +3,531+4.5% | Added |
| MML Investors Services, LLC | 84,102 | $1.22M | 0.00% | +16,030+23.5% | Added |
| Sequoia Financial Advisors, LLC | 85,120 | $1.23M | 0.01% | +2,069+2.5% | Added |
| United Capital Financial Advisers, LLC | 86,733 | $1.26M | 0.01% | +1,000+1.2% | Added |
| CI Private Wealth, LLC | 90,181 | $1.31M | 0.00% | −2,039−2.2% | Reduced |
| Vident Advisory, LLC | 91,211 | $1.32M | 0.02% | −5,342−5.5% | Reduced |
| Millennium Management LLC | 94,329 | $1.37M | 0.00% | +77,507+460.7% | Added |
| Principal Securities, Inc. | 96,176 | $1.39M | 0.03% | +16,316+20.4% | Added |
| Pekin Hardy Strauss, Inc. | 99,100 | $1.44M | 0.18% | −1,500−1.5% | Reduced |
| 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 |
| Yousif Capital Management, LLC | 101,090 | $1.46M | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 103,091 | $1.49M | 0.00% | −3,739−3.5% | Reduced |
| Raymond James Financial Inc | 109,419 | $1.59M | 0.00% | +109,419 | New |
| Vise Technologies, Inc. | 120,024 | $1.74M | 0.14% | +50,650+73.0% | Added |
| Lockheed Martin Investment Management Co | 127,040 | $1.84M | 0.07% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 130,770 | $1.89M | 0.06% | +1,927+1.5% | Added |
| Callan Family Office, LLC | 136,063 | $1.97M | 0.13% | +136,063 | New |
| Wiley Bros.-Aintree Capital, LLC | 136,244 | $1.98M | 0.02% | +62,945+85.9% | Added |
| Massachusetts Financial Services Co | 138,680 | $2.01M | 0.00% | +138,680 | New |
| AQR Capital Management LLC | 140,727 | $2.04M | 0.00% | +12,735+9.9% | Added |
| Naviter Wealth, LLC | 142,816 | $2.07M | 0.25% | +4,671+3.4% | Added |
| BTC Capital Management, Inc. | 152,646 | $2.20M | 0.20% | −15,130−9.0% | Reduced |
| Capital Wealth Planning, LLC | 153,472 | $2.22M | 0.02% | +40,131+35.4% | Added |
| CIBC Asset Management Inc | 157,225 | $2.23M | 0.01% | −328,117−67.6% | Reduced |
| Ritholtz Wealth Management | 155,843 | $2.26M | 0.07% | −11,550−6.9% | Reduced |
| Wetherby Asset Management Inc | 161,470 | $2.34M | 0.11% | −15,502−8.8% | Reduced |
| SEI Investments Co | 163,429 | $2.37M | 0.00% | −9,852−5.7% | Reduced |
| Rhumbline Advisers | 168,901 | $2.45M | 0.00% | −1,962−1.1% | Reduced |
| Dorsey Wright & Associates | 178,245 | $2.58M | 0.62% | −51,313−22.4% | Reduced |
| The PNC Financial Services Group, Inc. | 178,404 | $2.59M | 0.00% | −3,307−1.8% | Reduced |
| Federated Hermes, Inc. | 181,591 | $2.63M | 0.01% | −8,886−4.7% | Reduced |
| Fisher Asset Management, LLC | 183,829 | $2.66M | 0.00% | −4,711−2.5% | Reduced |
| Mercer Global Advisors Inc | 185,418 | $2.69M | 0.01% | −10,340−5.3% | Reduced |
| Park Avenue Securities LLC | 190,094 | $2.75M | 0.03% | +50,797+36.5% | Added |
| Ameriprise Financial Inc | 195,436 | $2.83M | 0.00% | −5,437−2.7% | Reduced |
| Gilman Hill Asset Management, LLC | 208,594 | $3.02M | 0.53% | +1,223+0.6% | Added |
| Calamos Advisors LLC | 211,720 | $3.07M | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 221,164 | $3.20M | 0.06% | +7,811+3.7% | Added |
| Cetera Investment Advisers | 221,322 | $3.21M | 0.01% | +60,788+37.9% | Added |
| Forum Financial Management, LP | 222,120 | $3.22M | 0.05% | +28,997+15.0% | Added |
| JustInvest LLC | 224,956 | $3.26M | 0.05% | −3,410−1.5% | Reduced |
| William Blair Investment Management, LLC | 225,195 | $3.26M | 0.01% | −16,234−6.7% | Reduced |
| Advisor Group Holdings, Inc. | 232,263 | $3.37M | 0.01% | +38,903+20.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 242,101 | $3.51M | 0.50% | +242,101 | New |