Sumitomo Mitsui Financial Group, Inc.

SMFG

Exchange: NYSE
Industry: Commercial Banks, NEC
SEC CIK: 0001022837

SEC filings (opens in a new tab)

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

Q1 2025 vs. Q4 2024

How the institutions holding Sumitomo Mitsui Financial Group, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of SMFG: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	348	6	358	+16
Shares	102.4M	359.9K	117.3M	+15.3M (+15.0%)
Value	$1.49B	$5.21M	$1.81B	+$332.5M (+22.5%)

6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (46)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to SMFG in Q1 2025
Institution	Shares	Value	% of portfolio
Qube Research & Technologies Ltd	339,892	$5.25M	0.01%
Allianz SE	220,000	$3.40M	0.09%
Calamos Wealth Management LLC	175,004	$2.71M	0.14%
Citadel Advisors LLC	142,384	$2.20M	0.00%
1832 Asset Management L.P.	64,785	$1.00M	0.00%
Prospera Financial Services Inc	38,626	$597.1K	0.01%
Cordatus Wealth Management LLC	36,863	$570.0K	0.16%
Summit Financial, LLC	36,800	$568.9K	0.02%
Squarepoint Ops LLC	35,909	$555.2K	0.00%
Gladstone Institutional Advisory LLC	28,939	$447.4K	0.02%
Blair William & Co	24,467	$378.3K	0.00%
Modern Wealth Management, LLC	18,732	$289.6K	0.01%
Ascent Group, LLC	15,205	$235.1K	0.01%
Dakota Wealth Management	14,638	$226.3K	0.01%
Kathmere Capital Management, LLC	14,590	$225.6K	0.02%
Abel Hall, LLC	14,276	$220.7K	0.13%
Merit Financial Group, LLC	13,695	$211.7K	0.00%
Entropy Technologies, LP	11,600	$179.3K	0.02%
Baron Wealth Management LLC	10,295	$159.2K	0.07%
Capital Performance Advisors LLP	10,154	$157.0K	0.03%
Seven Mile Advisory	10,029	$155.0K	0.10%
Wayfinding Financial, LLC	7,528	$116.0K	0.05%
Zions Bancorporation, National Association	2,737	$42.3K	0.00%
Cullen/Frost Bankers, Inc.	965	$14.9K	0.00%
ORG Partners LLC	820	$12.4K	0.00%
SRS Capital Advisors, Inc.	746	$11.5K	0.00%
Cheviot Value Management, LLC	728	$10.2K	0.00%
Cherry Tree Wealth Management, LLC	533	$8.24K	0.00%
Rossby Financial, LCC	388	$5.39K	0.00%
Creative Financial Designs Inc	346	$5.35K	0.00%
Hantz Financial Services, Inc.	313	$5.00K	0.00%
Caitong International Asset Management Co., Ltd	314	$4.85K	0.00%
Tower Research Capital LLC (TRC)	255	$3.94K	0.00%
Pinnacle Bancorp, Inc.	226	$3.49K	0.00%
Binnacle Investments Inc	208	$3.22K	0.00%
CX Institutional	142	$2.00K	0.00%
First Command Advisory Services, Inc.	129	$1.99K	0.00%
Private Wealth Asset Management, LLC	125	$1.93K	0.00%
Brown, Lisle/Cummings, Inc.	119	$1.84K	0.00%
Financial Network Wealth Advisors LLC	105	$1.62K	0.00%
Mattson Financial Services, LLC	88	$1.36K	0.00%
Halbert Hargrove Global Advisors, LLC	49	$758	0.00%
Sofos Investments, Inc.	38	$587	0.00%
American National Bank	33	$520	0.00%
Bogart Wealth, LLC	32	$495	0.00%
GPS Wealth Strategies Group, LLC	14	$216	0.00%

Sold out (30)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of SMFG in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Arrowstreet Capital, Limited Partnership	409,579	$5.93M
Leuthold Group, LLC	298,514	$4.33M
Aquatic Capital Management LLC	65,744	$952.6K
Jain Global LLC	27,553	$399.2K
Taika Capital, LP	24,915	$361.0K
Guggenheim Capital LLC	19,090	$276.6K
Catalina Capital Group, LLC	17,624	$255.4K
Atria Wealth Solutions, Inc.	13,710	$198.7K
Causeway Capital Management LLC	13,348	$193.4K
Stratos Wealth Partners, LTD.	12,241	$177.4K
Prudent Man Advisors, LLC	11,883	$172.2K
Freestone Capital Holdings, LLC	11,107	$160.9K
HSBC Holdings PLC	10,554	$152.9K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	10,417	$150.9K
Quantbot Technologies LP	9,004	$130.5K
PEAK6 LLC	1,734	$25.1K
Venturi Wealth Management, LLC	1,109	$16.1K
Human Investing LLC	1,100	$15.9K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	994	$14.4K
Eagle Bay Advisors LLC	963	$14.0K
Pacific Capital Wealth Advisors, Inc	607	$8.79K
Van Hulzen Asset Management, LLC	412	$5.97K
Creekmur Asset Management LLC	398	$5.77K
Advantage Trust Co	291	$4.16K
Simplex Trading, LLC	295	$4.00K
REAP Financial Group, LLC	119	$1.72K
Decker Retirement Planning Inc.	94	$1.36K
Mendota Financial Group, LLC	91	$1.32K
Coppell Advisory Solutions LLC	57	$829
Sachetta, LLC	8	$122

Not filed for Q1 2025 yet (6)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMFG in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Wetherby Asset Management Inc	161,470	$2.34M
Vise Technologies, Inc.	120,024	$1.74M
Lake Street Advisors Group, LLC	55,655	$806.4K
Global Retirement Partners, LLC	19,933	$288.8K
Zions Bancorporation, N.A.	2,737	$39.7K
Financial Gravity Companies, Inc.	38	$551