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, Q1 2025
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Mar 31, 2025. 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
- 358
- +16 vs. Q4 2024
- Shares held
- 117.3M
- +15.3M (+15.0%) vs. Q4 2024
- Total value
- $1.81B
- +$332.5M (+22.5%) vs. Q4 2024
- New holders
- 46
- 156 more added
- Sold out
- 30
- 103 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 35,085,766 | $542.4M | 0.04% | +11,387,943+48.1% | Added |
| Goldman Sachs Group Inc | 11,271,361 | $174.3M | 0.03% | +53,612+0.5% | Added |
| FMR LLC | 9,640,689 | $149.0M | 0.01% | +1,257,396+15.0% | Added |
| BlackRock, Inc. | 6,961,402 | $107.6M | 0.00% | −3,533−0.1% | Reduced |
| Clark Capital Management Group, Inc. | 6,496,260 | $100.4M | 0.72% | +111,952+1.8% | Added |
| Northern Trust Corp | 5,188,817 | $80.2M | 0.01% | +159,320+3.2% | Added |
| Dimensional Fund Advisors LP | 2,885,911 | $44.6M | 0.01% | −13,663−0.5% | Reduced |
| Wells Fargo & Company | 1,990,008 | $30.8M | 0.01% | −90,797−4.4% | Reduced |
| Envestnet Asset Management Inc | 1,923,502 | $29.7M | 0.01% | +119,818+6.6% | Added |
| Bank of America Corp | 1,840,609 | $28.5M | 0.00% | +64,225+3.6% | Added |
| Renaissance Technologies LLC | 1,642,470 | $25.4M | 0.04% | +31,800+2.0% | Added |
| American Century Companies Inc | 1,605,115 | $24.8M | 0.02% | +89,792+5.9% | Added |
| Natixis Advisors, L.P. | 1,439,197 | $22.3M | 0.04% | +538,823+59.8% | Added |
| JPMorgan Chase & Co | 1,189,540 | $18.4M | 0.00% | +174,334+17.2% | Added |
| Invesco Ltd. | 918,290 | $14.2M | 0.00% | −95,646−9.4% | Reduced |
| UBS Group AG | 896,921 | $13.9M | 0.00% | +230,787+34.6% | Added |
| Quantinno Capital Management LP | 723,429 | $11.2M | 0.07% | +159,965+28.4% | Added |
| Bank of New York Mellon Corp | 670,686 | $10.4M | 0.00% | −75,163−10.1% | Reduced |
| Anderson Hoagland & Co | 831,857 | $10.2M | 1.21% | −8,243−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 665,949 | $10.0M | 0.02% | +89,464+15.5% | Added |
| O'Shaughnessy Asset Management, LLC | 631,695 | $9.77M | 0.08% | +37,337+6.3% | Added |
| Charles Schwab Investment Management Inc | 579,277 | $8.96M | 0.00% | +96,494+20.0% | Added |
| Royal Bank of Canada | 578,480 | $8.94M | 0.00% | −2,622−0.5% | Reduced |
| Fisher Asset Management, LLC | 571,750 | $8.84M | 0.00% | +387,921+211.0% | Added |
| Creative Planning | 571,547 | $8.84M | 0.01% | +94,319+19.8% | Added |
| CIBC World Markets Inc. | 557,713 | $8.62M | 0.02% | −2,627−0.5% | Reduced |
| QRG Capital Management, Inc. | 518,573 | $8.02M | 0.08% | +86,158+19.9% | Added |
| Crossmark Global Holdings, Inc. | 498,602 | $7.71M | 0.14% | +2040.0% | Added |
| Pathstone Holdings, LLC | 473,454 | $7.32M | 0.03% | −3,570−0.7% | Reduced |
| Cerity Partners LLC | 468,210 | $7.24M | 0.01% | +148,480+46.4% | Added |
| LPL Financial LLC | 445,354 | $6.89M | 0.00% | +120,362+37.0% | Added |
| Stifel Financial Corp | 426,982 | $6.60M | 0.01% | −15,085−3.4% | Reduced |
| Boston Partners | 421,483 | $6.47M | 0.01% | +73,299+21.1% | Added |
| Ramirez Asset Management, Inc. | 409,398 | $6.33M | 1.32% | −39,616−8.8% | Reduced |
| Mariner, LLC | 398,093 | $6.16M | 0.01% | −6,963−1.7% | Reduced |
| Silvercrest Asset Management Group LLC | 242,300 | $6.15M | 0.04% | 00.0% | Unchanged |
| Ethic Inc. | 392,673 | $5.92M | 0.12% | −22,939−5.5% | Reduced |
| US Bancorp | 361,646 | $5.59M | 0.01% | +62,170+20.8% | Added |
| Benson Investment Management Company, Inc. | 355,750 | $5.50M | 2.39% | −54,525−13.3% | Reduced |
| Qube Research & Technologies Ltd | 339,892 | $5.25M | 0.01% | +339,892 | New |
| Calamos Advisors LLC | 332,151 | $5.14M | 0.02% | +120,431+56.9% | Added |
| Eagle Global Advisors LLC | 311,000 | $4.81M | 0.20% | −25,000−7.4% | Reduced |
| Moran Wealth Management, LLC | 301,575 | $4.66M | 0.16% | −57,161−15.9% | Reduced |
| First Trust Advisors LP | 290,117 | $4.49M | 0.00% | −19,341−6.2% | Reduced |
| Quadrant Capital Group LLC | 284,762 | $4.40M | 0.16% | +213,469+299.4% | Added |
| Massachusetts Financial Services Co | 282,363 | $4.37M | 0.00% | +143,683+103.6% | Added |
| Capital Wealth Planning, LLC | 271,808 | $4.20M | 0.04% | +118,336+77.1% | Added |
| Augustine Asset Management Inc | 259,864 | $4.02M | 1.17% | +5,168+2.0% | Added |
| Cetera Investment Advisers | 255,579 | $3.95M | 0.01% | +34,257+15.5% | Added |
| HighTower Advisors, LLC | 254,340 | $3.93M | 0.01% | −3,619−1.4% | Reduced |
| Mercer Global Advisors Inc | 246,591 | $3.81M | 0.01% | +61,173+33.0% | Added |
| JustInvest LLC | 245,342 | $3.79M | 0.06% | +20,386+9.1% | Added |
| Signaturefd, LLC | 223,348 | $3.45M | 0.07% | +2,184+1.0% | Added |
| Forum Financial Management, LP | 222,120 | $3.43M | 0.06% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 222,094 | $3.43M | 0.60% | +13,500+6.5% | Added |
| Allianz SE | 220,000 | $3.40M | 0.09% | +220,000 | New |
| William Blair Investment Management, LLC | 202,146 | $3.13M | 0.01% | −23,049−10.2% | Reduced |
| Ameriprise Financial Inc | 196,320 | $3.03M | 0.00% | +884+0.5% | Added |
| Park Avenue Securities LLC | 194,976 | $3.01M | 0.04% | +4,882+2.6% | Added |
| SEI Investments Co | 187,977 | $2.91M | 0.00% | +24,548+15.0% | Added |
| Federated Hermes, Inc. | 184,730 | $2.86M | 0.01% | +3,139+1.7% | Added |
| The PNC Financial Services Group, Inc. | 177,553 | $2.74M | 0.00% | −851−0.5% | Reduced |
| AQR Capital Management LLC | 177,249 | $2.74M | 0.00% | +36,522+26.0% | Added |
| Calamos Wealth Management LLC | 175,004 | $2.71M | 0.14% | +175,004 | New |
| Greenleaf Trust | 170,448 | $2.64M | 0.02% | −125,083−42.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 159,955 | $2.57M | 0.03% | +23,711+17.4% | Added |
| Dorsey Wright & Associates | 159,362 | $2.46M | 0.63% | −18,883−10.6% | Reduced |
| BTC Capital Management, Inc. | 159,010 | $2.46M | 0.22% | +6,364+4.2% | Added |
| CAPROCK Group, Inc. | 154,903 | $2.39M | 0.07% | +24,133+18.5% | Added |
| Naviter Wealth, LLC | 145,120 | $2.29M | 0.28% | +2,304+1.6% | Added |
| Parr McKnight Wealth Management Group, LLC | 146,335 | $2.26M | 0.33% | −95,766−39.6% | Reduced |
| Citadel Advisors LLC | 142,384 | $2.20M | 0.00% | +142,384 | New |
| Ritholtz Wealth Management | 137,918 | $2.13M | 0.06% | −17,925−11.5% | Reduced |
| Callan Family Office, LLC | 130,236 | $2.01M | 0.15% | −5,827−4.3% | Reduced |
| MML Investors Services, LLC | 128,638 | $1.99M | 0.01% | +44,536+53.0% | Added |
| Rhumbline Advisers | 125,355 | $1.94M | 0.00% | −43,546−25.8% | Reduced |
| Lockheed Martin Investment Management Co | 121,560 | $1.88M | 0.08% | −5,480−4.3% | Reduced |
| Raymond James Financial Inc | 119,633 | $1.85M | 0.00% | +10,214+9.3% | Added |
| CIBC Asset Management Inc | 118,260 | $1.78M | 0.01% | −38,965−24.8% | Reduced |
| Vident Advisory, LLC | 111,138 | $1.72M | 0.03% | +19,927+21.8% | Added |
| Atomi Financial Group, Inc. | 109,707 | $1.70M | 0.08% | +37,641+52.2% | Added |
| Bank of Montreal | 106,161 | $1.64M | 0.00% | +3,070+3.0% | Added |
| Summit Global Investments | 104,297 | $1.61M | 0.12% | +65,641+169.8% | Added |
| Franklin Resources Inc | 102,488 | $1.58M | 0.00% | −389,780−79.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 102,350 | $1.58M | 0.19% | +3,250+3.3% | Added |
| Brinker Capital Investments, LLC | 100,495 | $1.55M | 0.02% | −390−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 100,495 | $1.55M | 0.02% | −390−0.4% | Reduced |
| CI Private Wealth, LLC | 92,567 | $1.43M | 0.00% | +2,386+2.6% | Added |
| Principal Securities, Inc. | 96,176 | $1.39M | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 88,493 | $1.37M | 0.01% | +3,373+4.0% | Added |
| Russell Investments Group, Ltd. | 87,352 | $1.35M | 0.00% | +22,535+34.8% | Added |
| United Capital Financial Advisers, LLC | 87,274 | $1.35M | 0.01% | +541+0.6% | Added |
| TownSquare Capital, LLC | 85,910 | $1.33M | 0.01% | +3,425+4.2% | Added |
| Jane Street Group, LLC | 81,164 | $1.25M | 0.00% | −363,738−81.8% | Reduced |
| Susquehanna International Group, LLP | 78,788 | $1.22M | 0.00% | +31,786+67.6% | Added |
| Dorsey & Whitney Trust CO LLC | 75,465 | $1.17M | 0.07% | −792−1.0% | Reduced |
| Verition Fund Management LLC | 75,308 | $1.16M | 0.01% | +58,570+349.9% | Added |
| Yousif Capital Management, LLC | 73,895 | $1.14M | 0.01% | −27,195−26.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 71,389 | $1.10M | 0.15% | +27,756+63.6% | Added |
| Ballentine Partners, LLC | 69,412 | $1.07M | 0.02% | +7,829+12.7% | Added |