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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 1 | $15 | 0.00% | −3,098−100.0% | Reduced |
| West Branch Capital LLC | 8 | $122 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 14 | $216 | 0.00% | +14 | New |
| High Note Wealth, LLC | 25 | $387 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $495 | 0.00% | +32 | New |
| AdvisorNet Financial, Inc | 33 | $510 | 0.00% | 00.0% | Unchanged |
| American National Bank | 33 | $520 | 0.00% | +33 | New |
| Sofos Investments, Inc. | 38 | $587 | 0.00% | +38 | New |
| Provenance Wealth Advisors, LLC | 49 | $758 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 49 | $758 | 0.00% | +49 | New |
| Clearstead Advisors, LLC | 55 | $851 | 0.00% | −1−1.8% | Reduced |
| Abound Wealth Management | 56 | $866 | 0.00% | −36−39.1% | Reduced |
| Golden State Wealth Management, LLC | 58 | $897 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 70 | $1.08K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 86 | $1.33K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 88 | $1.36K | 0.00% | +88 | New |
| Wood Tarver Financial Group, LLC | 94 | $1.45K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 105 | $1.62K | 0.00% | +105 | New |
| Larson Financial Group LLC | 109 | $1.69K | 0.00% | −1−0.9% | Reduced |
| CVA Family Office, LLC | 115 | $1.78K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 119 | $1.84K | 0.00% | +119 | New |
| Private Wealth Asset Management, LLC | 125 | $1.93K | 0.00% | +125 | New |
| First Command Advisory Services, Inc. | 129 | $1.99K | 0.00% | +129 | New |
| CX Institutional | 142 | $2.00K | 0.00% | +142 | New |
| UMA Financial Services, Inc. | 135 | $2.09K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 164 | $2.54K | 0.00% | 00.0% | Unchanged |
| Motco | 187 | $2.89K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $3.09K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 208 | $3.22K | 0.00% | +208 | New |
| Continuum Advisory, LLC | 220 | $3.40K | 0.00% | −51−18.8% | Reduced |
| MAI Capital Management | 223 | $3.44K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 226 | $3.49K | 0.00% | +226 | New |
| Clean Yield Group | 250 | $3.87K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 255 | $3.94K | 0.00% | +255 | New |
| ORG Wealth Partners, LLC | 277 | $4.18K | 0.00% | −22−7.4% | Reduced |
| National Bank of Canada | 271 | $4.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 275 | $4.25K | 0.00% | +108+64.7% | Added |
| Caitong International Asset Management Co., Ltd | 314 | $4.85K | 0.00% | +314 | New |
| Center for Financial Planning, Inc. | 323 | $4.99K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 313 | $5.00K | 0.00% | +313 | New |
| Creative Financial Designs Inc | 346 | $5.35K | 0.00% | +346 | New |
| Rossby Financial, LCC | 388 | $5.39K | 0.00% | +388 | New |
| Group One Trading, L.P. | 438 | $6.77K | 0.00% | +372+563.6% | Added |
| WPG Advisers, LLC | 444 | $6.86K | 0.01% | −199−30.9% | Reduced |
| Raffa Wealth Management, LLC | 471 | $7.28K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 472 | $7.30K | 0.00% | +357+310.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 501 | $7.76K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 561 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 533 | $8.24K | 0.00% | +533 | New |
| Spire Wealth Management | 564 | $8.72K | 0.00% | +18+3.3% | Added |
| Albion Financial Group | 644 | $9.96K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 733 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 728 | $10.2K | 0.00% | +728 | New |
| NewSquare Capital LLC | 666 | $10.3K | 0.00% | +390+141.3% | Added |
| SRS Capital Advisors, Inc. | 746 | $11.5K | 0.00% | +746 | New |
| Northwestern Mutual Wealth Management Co | 752 | $11.6K | 0.00% | −857−53.3% | Reduced |
| Cape Investment Advisory, Inc. | 771 | $11.9K | 0.00% | −219−22.1% | Reduced |
| ORG Partners LLC | 820 | $12.4K | 0.00% | +820 | New |
| HHM Wealth Advisors, LLC | 806 | $12.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 846 | $13.1K | 0.00% | +200+31.0% | Added |
| Sterling Capital Management LLC | 867 | $13.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 909 | $14.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 965 | $14.9K | 0.00% | +965 | New |
| GW&K Investment Management, LLC | 980 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,174 | $18.1K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,193 | $18.4K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,302 | $20.0K | 0.00% | +1,301+130,100.0% | Added |
| Whipplewood Advisors, LLC | 8 | $20.3K | 0.01% | −1,303−99.4% | Reduced |
| Fifth Third Bancorp | 1,315 | $20.3K | 0.00% | +196+17.5% | Added |
| Rothschild Investment LLC | 1,542 | $23.8K | 0.00% | +34+2.3% | Added |
| Allworth Financial LP | 1,798 | $24.8K | 0.00% | +201+12.6% | Added |
| Capital A Wealth Management, LLC | 1,712 | $26.5K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,841 | $28.5K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,868 | $28.9K | 0.02% | −487−20.7% | Reduced |
| Addison Advisors LLC | 1,876 | $29.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,558 | $31.3K | 0.00% | +674+35.8% | Added |
| Private Trust Co NA | 2,334 | $36.1K | 0.00% | +2,130+1,044.1% | Added |
| Financial Management Professionals, Inc. | 2,404 | $37.2K | 0.00% | +1,127+88.3% | Added |
| JFS Wealth Advisors, LLC | 2,411 | $37.3K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 2,500 | $38.6K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2,737 | $42.3K | 0.00% | +2,737 | New |
| First Horizon Advisors, Inc. | 2,798 | $43.3K | 0.00% | +395+16.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,812 | $43.5K | 0.00% | +106+3.9% | Added |
| Jones Financial Companies LLLP | 3,072 | $48.3K | 0.00% | +1,702+124.2% | Added |
| Geneos Wealth Management Inc. | 3,163 | $48.9K | 0.00% | +930+41.6% | Added |
| Huntington National Bank | 3,289 | $50.8K | 0.00% | −144−4.2% | Reduced |
| IFP Advisors, Inc | 3,313 | $51.2K | 0.00% | −91−2.7% | Reduced |
| Richardson Financial Services Inc. | 3,545 | $54.8K | 0.04% | +49+1.4% | Added |
| Rosenberg Matthew Hamilton | 3,827 | $59.2K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 4,000 | $61.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,138 | $64.0K | 0.00% | +3,690+823.7% | Added |
| GeoWealth Management, LLC | 4,698 | $72.6K | 0.00% | −2,064−30.5% | Reduced |
| Parkside Financial Bank & Trust | 5,393 | $83.4K | 0.01% | −2,551−32.1% | Reduced |
| Sierra Ocean, LLC | 5,796 | $89.6K | 0.07% | −106−1.8% | Reduced |
| Skopos Labs, Inc. | 5,947 | $91.9K | 0.02% | +5,159+654.7% | Added |
| Bessemer Group Inc | 6,072 | $94.0K | 0.00% | +4,143+214.8% | Added |
| Paradigm Asset Management Co LLC | 6,300 | $97.4K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7,431 | $114.9K | 0.02% | +403+5.7% | Added |
| Wayfinding Financial, LLC | 7,528 | $116.0K | 0.05% | +7,528 | New |
| EverSource Wealth Advisors, LLC | 7,738 | $119.6K | 0.01% | −8,580−52.6% | Reduced |