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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 733 | $10.9K | 0.00% | +158+27.5% | Added |
| Harbour Investments, Inc. | 646 | $9.36K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 644 | $9.33K | 0.00% | +644 | New |
| WPG Advisers, LLC | 643 | $9.32K | 0.01% | +643 | New |
| Pacific Capital Wealth Advisors, Inc | 607 | $8.79K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 561 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 546 | $7.91K | 0.00% | +47+9.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 501 | $7.27K | 0.00% | +1+0.2% | Added |
| Raffa Wealth Management, LLC | 471 | $6.83K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 448 | $6.49K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 412 | $5.97K | 0.00% | +412 | New |
| Creekmur Asset Management LLC | 398 | $5.77K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 323 | $4.68K | 0.00% | +323 | New |
| ORG Wealth Partners, LLC | 299 | $4.33K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 291 | $4.16K | 0.00% | +291 | New |
| Simplex Trading, LLC | 295 | $4.00K | 0.00% | −629−68.1% | Reduced |
| NewSquare Capital LLC | 276 | $4.00K | 0.00% | +276 | New |
| Continuum Advisory, LLC | 271 | $3.93K | 0.00% | +51+23.2% | Added |
| National Bank of Canada | 271 | $3.93K | 0.00% | +271 | New |
| Clean Yield Group | 250 | $3.62K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 223 | $3.23K | 0.00% | +223 | New |
| Private Trust Co NA | 204 | $2.96K | 0.00% | +204 | New |
| PSI Advisors, LLC | 200 | $2.90K | 0.00% | 00.0% | Unchanged |
| Motco | 187 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 167 | $2.42K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 164 | $2.38K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 135 | $1.96K | 0.00% | +135 | New |
| REAP Financial Group, LLC | 119 | $1.72K | 0.00% | +2+1.7% | Added |
| CVA Family Office, LLC | 115 | $1.67K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 115 | $1.67K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 110 | $1.59K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 94 | $1.36K | 0.00% | +94 | New |
| Abound Wealth Management | 92 | $1.33K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 91 | $1.32K | 0.00% | −16−15.0% | Reduced |
| Central Trust Co | 86 | $1.25K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 70 | $1.01K | 0.00% | −282−80.1% | Reduced |
| Wood Tarver Financial Group, LLC | 94 | $1.00K | 0.00% | +94 | New |
| Group One Trading, L.P. | 66 | $956 | 0.00% | −7−9.6% | Reduced |
| Golden State Wealth Management, LLC | 58 | $840 | 0.00% | +58 | New |
| Coppell Advisory Solutions LLC | 57 | $829 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 56 | $812 | 0.00% | +56 | New |
| Provenance Wealth Advisors, LLC | 49 | $710 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 38 | $551 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $478 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 25 | $362 | 0.00% | +25 | New |
| Sachetta, LLC | 8 | $122 | 0.00% | +8 | New |
| West Branch Capital LLC | 8 | $114 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $18 | 0.00% | −1,292−99.9% | Reduced |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −1,560,230−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −305,204−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −293,693−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −266,615−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −244,949−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −159,336−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −158,166−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −92,052−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −82,486−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −84,609−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −28,661−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −27,451−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −26,146−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −38,868−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,069−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −18,592−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −15,754−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −14,237−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,593−100.0% | Sold out |
| Seven Mile Advisory | 0 | $0 | 0.00% | −10,539−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −3,558−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −973−100.0% | Sold out |
| Paladin Wealth, LLC | 0 | $0 | 0.00% | −796−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −634−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −54,221−100.0% | Sold out |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Gateway Advisory, LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Alera Investment Advisors, LLC | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |