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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 64,817 | $939.2K | 0.00% | −16,977−20.8% | Reduced |
| Advisors Asset Management, Inc. | 64,535 | $935.1K | 0.02% | +5,678+9.6% | Added |
| Ellevest, Inc. | 62,368 | $903.7K | 0.05% | +5,625+9.9% | Added |
| Ballentine Partners, LLC | 61,583 | $892.3K | 0.02% | +5,972+10.7% | Added |
| Mount Yale Investment Advisors, LLC | 61,519 | $891.4K | 0.07% | −19,093−23.7% | Reduced |
| Diversify Wealth Management, LLC | 61,077 | $863.0K | 0.07% | +9,553+18.5% | Added |
| Rockefeller Capital Management L.P. | 58,440 | $841.9K | 0.00% | +2,477+4.4% | Added |
| RSM US Wealth Management LLC | 56,006 | $814.7K | 0.01% | +2,539+4.7% | Added |
| Pacer Advisors, Inc. | 56,216 | $814.6K | 0.00% | +156+0.3% | Added |
| Lake Street Advisors Group, LLC | 55,655 | $806.4K | 0.04% | +1,472+2.7% | Added |
| Parallel Advisors, LLC | 55,222 | $800.2K | 0.02% | −1,125−2.0% | Reduced |
| Aaron Wealth Advisors | 54,137 | $784.4K | 0.09% | +4,470+9.0% | Added |
| Barometer Capital Management Inc. | 56,108 | $781.6K | 0.31% | +27,054+93.1% | Added |
| Mission Wealth Management, LP | 53,541 | $775.8K | 0.02% | −10,760−16.7% | Reduced |
| Neuberger Berman Group LLC | 52,333 | $758.3K | 0.00% | +10,479+25.0% | Added |
| M&T Bank Corp | 51,196 | $741.5K | 0.00% | +1,409+2.8% | Added |
| Capital Insight Partners, LLC | 49,157 | $712.3K | 0.12% | +18,415+59.9% | Added |
| Susquehanna International Group, LLP | 47,002 | $681.1K | 0.00% | +4,745+11.2% | Added |
| Callan Capital, LLC | 46,429 | $672.8K | 0.05% | −4,602−9.0% | Reduced |
| Checchi Capital Advisers, LLC | 45,905 | $665.2K | 0.05% | +1,799+4.1% | Added |
| Redhawk Wealth Advisors, Inc. | 43,633 | $632.2K | 0.09% | +10,096+30.1% | Added |
| PDS Planning, Inc | 43,241 | $626.6K | 0.06% | −871−2.0% | Reduced |
| Smartleaf Asset Management LLC | 42,309 | $615.6K | 0.06% | +19,224+83.3% | Added |
| Glenmede Trust Co NA | 42,282 | $612.7K | 0.00% | −748−1.7% | Reduced |
| Ieq Capital, LLC | 41,587 | $602.6K | 0.01% | +3,665+9.7% | Added |
| AdvisorShares Investments LLC | 40,397 | $585.4K | 0.11% | −5,940−12.8% | Reduced |
| Citigroup Inc | 40,182 | $582.2K | 0.00% | +5,974+17.5% | Added |
| Te Ahumairangi Investment Management Ltd | 39,657 | $575.0K | 0.12% | −47,294−54.4% | Reduced |
| V-Square Quantitative Management LLC | 39,799 | $574.3K | 0.08% | +9,224+30.2% | Added |
| Atria Investments LLC | 39,317 | $569.7K | 0.01% | −12,755−24.5% | Reduced |
| Lazard Asset Management LLC | 38,901 | $563.0K | 0.00% | −866−2.2% | Reduced |
| Summit Global Investments | 38,656 | $560.0K | 0.04% | +38,656 | New |
| Westwood Holdings Group Inc. | 38,627 | $559.7K | 0.00% | −4,137−9.7% | Reduced |
| Covenant Partners, LLC | 37,262 | $539.9K | 0.17% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 36,422 | $527.8K | 0.12% | −705−1.9% | Reduced |
| RNC Capital Management LLC | 36,220 | $524.8K | 0.03% | −995−2.7% | Reduced |
| Banco Santander, S.A. | 35,990 | $521.5K | 0.01% | −3,430−8.7% | Reduced |
| Schechter Investment Advisors, LLC | 35,103 | $508.6K | 0.04% | −262−0.7% | Reduced |
| ICONIQ Capital, LLC | 35,058 | $508.0K | 0.01% | +19,556+126.2% | Added |
| Gradient Investments LLC | 34,477 | $499.6K | 0.01% | −13,390−28.0% | Reduced |
| Cable Hill Partners, LLC | 34,145 | $494.8K | 0.05% | −344−1.0% | Reduced |
| Pitcairn Co | 34,133 | $494.6K | 0.03% | +876+2.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 33,386 | $483.8K | 0.00% | −2,736−7.6% | Reduced |
| Integrated Wealth Concepts LLC | 33,116 | $479.9K | 0.01% | +1,354+4.3% | Added |
| Mather Group, LLC. | 32,709 | $474.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 32,099 | $465.1K | 0.00% | +15,655+95.2% | Added |
| Sanctuary Advisors, LLC | 30,020 | $456.3K | 0.00% | +1,772+6.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 31,434 | $455.5K | 0.07% | −8,263−20.8% | Reduced |
| Atlas Capital Advisors LLC | 30,979 | $448.9K | 0.06% | −489−1.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 30,786 | $446.1K | 0.00% | +8,018+35.2% | Added |
| Principal Street Partners, LLC | 29,134 | $422.2K | 0.08% | 00.0% | Unchanged |
| Shelton Capital Management | 29,060 | $421.1K | 0.01% | +453+1.6% | Added |
| Gallacher Capital Management LLC | 28,980 | $419.9K | 0.21% | +489+1.7% | Added |
| Schroder Investment Management Group | 28,562 | $415.6K | 0.00% | +25+0.1% | Added |
| Umb Bank N A | 27,892 | $404.2K | 0.01% | −139−0.5% | Reduced |
| Traveka Wealth, LLC | 27,598 | $399.9K | 0.22% | +82+0.3% | Added |
| Jain Global LLC | 27,553 | $399.2K | 0.01% | +27,553 | New |
| West Family Investments, Inc. | 26,905 | $389.9K | 0.14% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 26,652 | $386.2K | 0.10% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 26,530 | $384.4K | 0.00% | +2,257+9.3% | Added |
| Avantax Advisory Services, Inc. | 26,494 | $383.9K | 0.00% | +6,182+30.4% | Added |
| Bailard, Inc. | 25,703 | $372.4K | 0.01% | +25,703 | New |
| Five Oceans Advisors | 25,407 | $368.1K | 0.17% | +2,527+11.0% | Added |
| Seeds Investor LLC | 25,299 | $366.6K | 0.10% | +2,914+13.0% | Added |
| Taika Capital, LP | 24,915 | $361.0K | 0.28% | +24,915 | New |
| Net Worth Advisory Group | 24,747 | $358.6K | 0.11% | −604−2.4% | Reduced |
| Truist Financial Corp | 24,361 | $353.0K | 0.00% | −4,136−14.5% | Reduced |
| Csenge Advisory Group | 24,270 | $351.7K | 0.02% | +4,685+23.9% | Added |
| Bridgewater Advisors Inc. | 24,180 | $345.8K | 0.04% | +314+1.3% | Added |
| GAMMA Investing LLC | 23,155 | $335.5K | 0.03% | +4,479+24.0% | Added |
| Drive Wealth Management, LLC | 21,595 | $312.9K | 0.08% | +572+2.7% | Added |
| Ewa, LLC | 21,519 | $311.8K | 0.12% | +129+0.6% | Added |
| Vanguard Capital Wealth Advisors | 21,225 | $307.6K | 0.34% | −15,316−41.9% | Reduced |
| First Affirmative Financial Network | 21,005 | $304.4K | 0.18% | −259−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,815 | $301.6K | 0.00% | −130−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 20,738 | $300.5K | 0.00% | −278−1.3% | Reduced |
| Sivia Capital Partners, LLC | 20,595 | $298.4K | 0.15% | −689−3.2% | Reduced |
| Boston Private Wealth LLC | 20,494 | $297.0K | 0.01% | +20,494 | New |
| Coldstream Capital Management Inc | 20,296 | $294.1K | 0.01% | +5,371+36.0% | Added |
| Keybank National Association | 20,016 | $290.0K | 0.00% | −426−2.1% | Reduced |
| Global Retirement Partners, LLC | 19,933 | $288.8K | 0.01% | +11,166+127.4% | Added |
| Sage Mountain Advisors LLC | 19,809 | $287.0K | 0.02% | +1,485+8.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | $286.9K | 0.03% | +19,800 | New |
| Savant Capital, LLC | 19,775 | $286.5K | 0.00% | +8,778+79.8% | Added |
| Pzena Investment Management LLC | 19,619 | $284.3K | 0.00% | +1,004+5.4% | Added |
| Werba Rubin Papier Wealth Management | 19,546 | $283.2K | 0.07% | −1,520−7.2% | Reduced |
| Captrust Financial Advisors | 19,463 | $282.0K | 0.00% | −24,525−55.8% | Reduced |
| Lindbrook Capital, LLC | 19,343 | $280.3K | 0.03% | +948+5.2% | Added |
| Guggenheim Capital LLC | 19,090 | $276.6K | 0.00% | +3,746+24.4% | Added |
| BSW Wealth Partners | 18,815 | $272.6K | 0.04% | +1,170+6.6% | Added |
| Assetmark, Inc | 18,741 | $271.6K | 0.00% | +10,003+114.5% | Added |
| Lido Advisors, LLC | 18,570 | $269.1K | 0.00% | +1,480+8.7% | Added |
| Jefferies Financial Group Inc. | 18,311 | $265.3K | 0.00% | +1,290+7.6% | Added |
| Catalina Capital Group, LLC | 17,624 | $255.4K | 0.08% | +1,356+8.3% | Added |
| Syon Capital LLC | 17,460 | $253.0K | 0.02% | +6,207+55.2% | Added |
| Bleakley Financial Group, LLC | 17,283 | $250.4K | 0.01% | −183−1.0% | Reduced |
| Verition Fund Management LLC | 16,738 | $242.5K | 0.00% | +16,738 | New |
| CWM, LLC | 16,542 | $240.0K | 0.00% | −414−2.4% | Reduced |
| We Are One Seven, LLC | 16,471 | $238.7K | 0.01% | +5,352+48.1% | Added |
| Claro Advisors LLC | 16,457 | $238.5K | 0.03% | −317−1.9% | Reduced |