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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 16,454 | $238.4K | 0.00% | −165,492−91.0% | Reduced |
| EverSource Wealth Advisors, LLC | 16,318 | $236.4K | 0.01% | +14,016+608.9% | Added |
| Apollon Wealth Management, LLC | 16,275 | $235.8K | 0.01% | +1,015+6.7% | Added |
| Shilanski & Associates, Inc. | 16,189 | $234.6K | 0.08% | −858−5.0% | Reduced |
| Valeo Financial Advisors, LLC | 15,959 | $231.2K | 0.01% | +13+0.1% | Added |
| Wedmont Private Capital | 16,359 | $231.2K | 0.01% | +223+1.4% | Added |
| HighPoint Advisor Group LLC | 15,740 | $230.9K | 0.01% | +111+0.7% | Added |
| Diversify Advisory Services, LLC | 16,299 | $230.3K | 0.01% | +197+1.2% | Added |
| Transamerica Financial Advisors, Inc. | 15,486 | $225.0K | 0.02% | +2,897+23.0% | Added |
| Keel Point, LLC | 15,467 | $224.1K | 0.02% | −1,330−7.9% | Reduced |
| Sowell Financial Services LLC | 15,015 | $217.6K | 0.01% | +15,015 | New |
| Personal Cfo Solutions, LLC | 14,758 | $213.8K | 0.04% | −135−0.9% | Reduced |
| Sagespring Wealth Partners, LLC | 14,741 | $213.6K | 0.01% | +14,741 | New |
| Wrapmanager Inc | 14,608 | $211.7K | 0.05% | +1,190+8.9% | Added |
| Aprio Wealth Management, LLC | 14,256 | $206.6K | 0.03% | +2,461+20.9% | Added |
| Beverly Hills Private Wealth, LLC | 14,246 | $206.4K | 0.04% | −386−2.6% | Reduced |
| Pensionmark Financial Group, LLC | 14,169 | $205.3K | 0.01% | +3,090+27.9% | Added |
| State Street Corp | 13,954 | $202.2K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 13,841 | $200.6K | 0.12% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,710 | $198.7K | 0.00% | +13,710 | New |
| Commonwealth Equity Services, LLC | 13,660 | $198.0K | 0.00% | +192+1.4% | Added |
| Acorn Creek Capital LLC | 13,470 | $195.2K | 0.10% | +40.0% | Added |
| Colony Group, LLC | 13,454 | $195.0K | 0.00% | +2,033+17.8% | Added |
| New Republic Capital, LLC | 13,440 | $194.7K | 0.13% | −1,922−12.5% | Reduced |
| Causeway Capital Management LLC | 13,348 | $193.4K | 0.00% | −2,771−17.2% | Reduced |
| Channing Global Advisors, LLC | 13,118 | $190.1K | 0.13% | +223+1.7% | Added |
| Trust Point Inc. | 12,870 | $186.5K | 0.01% | −27−0.2% | Reduced |
| Rehmann Capital Advisory Group | 12,848 | $186.2K | 0.01% | −376−2.8% | Reduced |
| Xponance, Inc. | 12,704 | $184.1K | 0.00% | +579+4.8% | Added |
| Legacy Financial Advisors, Inc. | 12,682 | $183.8K | 0.03% | +592+4.9% | Added |
| Canopy Partners, LLC | 12,475 | $180.8K | 0.07% | +10+0.1% | Added |
| HB Wealth Management, LLC | 12,444 | $180.3K | 0.00% | −855−6.4% | Reduced |
| Summit Trail Advisors, LLC | 12,435 | $180.2K | 0.01% | −375−2.9% | Reduced |
| Ronald Blue Trust, Inc. | 12,297 | $178.2K | 0.00% | −26,146−68.0% | Reduced |
| Stratos Wealth Partners, LTD. | 12,241 | $177.4K | 0.00% | +12,241 | New |
| Optas, LLC | 12,104 | $175.4K | 0.04% | −2,145−15.1% | Reduced |
| Aspen Grove Capital, LLC | 11,991 | $173.8K | 0.04% | +11,991 | New |
| Prudent Man Advisors, LLC | 11,883 | $172.2K | 0.06% | 00.0% | Unchanged |
| Camden Capital, LLC | 11,657 | $168.9K | 0.02% | +1,450+14.2% | Added |
| Wealthstream Advisors, Inc. | 11,483 | $166.4K | 0.03% | +794+7.4% | Added |
| Simon Quick Advisors, LLC | 11,228 | $162.7K | 0.01% | +11,228 | New |
| Bryn Mawr Trust Co | 11,161 | $161.7K | 0.00% | −180−1.6% | Reduced |
| Freestone Capital Holdings, LLC | 11,107 | $160.9K | 0.01% | +11,107 | New |
| Flputnam Investment Management Co | 11,002 | $159.4K | 0.00% | +281+2.6% | Added |
| Farther Finance Advisors, LLC | 10,946 | $158.6K | 0.01% | +763+7.5% | Added |
| Choate Investment Advisors | 10,797 | $156.5K | 0.00% | +10,797 | New |
| HSBC Holdings PLC | 10,554 | $152.9K | 0.00% | −4,724−30.9% | Reduced |
| Vista Wealth Management Group, LLC | 10,477 | $151.8K | 0.01% | +10,477 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,417 | $150.9K | 0.00% | +10,417 | New |
| Clarius Group, LLC | 10,264 | $148.7K | 0.01% | −1,381−11.9% | Reduced |
| D'Orazio & Associates, Inc. | 10,238 | $148.3K | 0.02% | +94+0.9% | Added |
| Onyx Bridge Wealth Group LLC | 10,000 | $144.9K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 9,068 | $131.0K | 0.00% | +9,068 | New |
| Quantbot Technologies LP | 9,004 | $130.5K | 0.00% | −31,627−77.8% | Reduced |
| Parkside Financial Bank & Trust | 7,944 | $115.1K | 0.02% | +1,968+32.9% | Added |
| AXA S.A. | 7,352 | $106.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7,028 | $101.8K | 0.02% | +770+12.3% | Added |
| GeoWealth Management, LLC | 6,762 | $98.0K | 0.00% | −1,940−22.3% | Reduced |
| Paradigm Asset Management Co LLC | 6,300 | $91.3K | 0.02% | −800−11.3% | Reduced |
| Sierra Ocean, LLC | 5,902 | $85.5K | 0.07% | +5,902 | New |
| Bruce G. Allen Investments, LLC | 5,445 | $78.9K | 0.06% | +1,239+29.5% | Added |
| Barclays PLC | 4,000 | $58.0K | 0.00% | −16,000−80.0% | Reduced |
| Rosenberg Matthew Hamilton | 3,827 | $55.5K | 0.01% | −1,319−25.6% | Reduced |
| Richardson Financial Services Inc. | 3,496 | $50.9K | 0.04% | +940+36.8% | Added |
| Huntington National Bank | 3,433 | $49.7K | 0.00% | −1,462−29.9% | Reduced |
| IFP Advisors, Inc | 3,404 | $49.3K | 0.00% | +295+9.5% | Added |
| TD Waterhouse Canada Inc. | 3,099 | $44.9K | 0.00% | +2,963+2,178.7% | Added |
| Zions Bancorporation, N.A. | 2,737 | $39.7K | 0.00% | −612−18.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,706 | $39.2K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 2,500 | $36.2K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,411 | $34.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,403 | $34.8K | 0.00% | +41+1.7% | Added |
| Park Square Financial Group, LLC | 2,355 | $34.1K | 0.02% | +2,355 | New |
| Geneos Wealth Management Inc. | 2,233 | $32.4K | 0.00% | +57+2.6% | Added |
| Versant Capital Management, Inc | 2,086 | $30.2K | 0.01% | +2,086 | New |
| Bessemer Group Inc | 1,929 | $28.0K | 0.00% | +1,119+138.1% | Added |
| CIBC Private Wealth Group, LLC | 1,884 | $27.9K | 0.00% | +312+19.8% | Added |
| Addison Advisors LLC | 1,876 | $27.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,841 | $26.7K | 0.01% | +24+1.3% | Added |
| PEAK6 LLC | 1,734 | $25.1K | 0.00% | +1,734 | New |
| Capital A Wealth Management, LLC | 1,712 | $24.8K | 0.04% | +1,712 | New |
| Northwestern Mutual Wealth Management Co | 1,609 | $23.3K | 0.00% | +665+70.4% | Added |
| Allworth Financial LP | 1,597 | $23.2K | 0.00% | +395+32.9% | Added |
| Rothschild Investment LLC | 1,508 | $21.9K | 0.00% | −2,142−58.7% | Reduced |
| Jones Financial Companies LLLP | 1,370 | $19.9K | 0.00% | +248+22.1% | Added |
| Whipplewood Advisors, LLC | 1,311 | $19.0K | 0.01% | +1,311 | New |
| Financial Management Professionals, Inc. | 1,277 | $18.5K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,193 | $17.3K | 0.01% | +1,193 | New |
| Global Financial Private Client, LLC | 1,174 | $17.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,119 | $16.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,109 | $16.1K | 0.00% | +136+14.0% | Added |
| Human Investing LLC | 1,100 | $15.9K | 0.00% | +1,100 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 994 | $14.4K | 0.00% | −66−6.2% | Reduced |
| Cape Investment Advisory, Inc. | 990 | $14.3K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 980 | $14.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 963 | $14.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 909 | $13.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 867 | $12.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 806 | $11.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 788 | $11.4K | 0.00% | +788 | New |