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 |
|---|---|---|---|---|---|
| AXA S.A. | 8,000 | $123.7K | 0.00% | +648+8.8% | Added |
| Bruce G. Allen Investments, LLC | 8,711 | $134.7K | 0.11% | +3,266+60.0% | Added |
| Onyx Bridge Wealth Group LLC | 10,000 | $154.6K | 0.02% | 00.0% | Unchanged |
| Seven Mile Advisory | 10,029 | $155.0K | 0.10% | +10,029 | New |
| Clarius Group, LLC | 10,091 | $156.0K | 0.01% | −173−1.7% | Reduced |
| Capital Performance Advisors LLP | 10,154 | $157.0K | 0.03% | +10,154 | New |
| Farther Finance Advisors, LLC | 10,442 | $157.5K | 0.00% | −504−4.6% | Reduced |
| Baron Wealth Management LLC | 10,295 | $159.2K | 0.07% | +10,295 | New |
| Bryn Mawr Trust Co | 10,536 | $162.9K | 0.00% | −625−5.6% | Reduced |
| Flputnam Investment Management Co | 10,795 | $166.9K | 0.00% | −207−1.9% | Reduced |
| Vista Wealth Management Group, LLC | 10,901 | $168.5K | 0.01% | +424+4.0% | Added |
| D'Orazio & Associates, Inc. | 11,105 | $171.7K | 0.03% | +867+8.5% | Added |
| Rehmann Capital Advisory Group | 11,204 | $173.2K | 0.01% | −1,644−12.8% | Reduced |
| Entropy Technologies, LP | 11,600 | $179.3K | 0.02% | +11,600 | New |
| Wealthstream Advisors, Inc. | 11,605 | $179.4K | 0.03% | +122+1.1% | Added |
| Summit Trail Advisors, LLC | 11,654 | $180.2K | 0.01% | −781−6.3% | Reduced |
| Aspen Grove Capital, LLC | 11,991 | $185.4K | 0.04% | 00.0% | Unchanged |
| Trust Point Inc. | 12,365 | $191.2K | 0.02% | −505−3.9% | Reduced |
| Camden Capital, LLC | 12,427 | $192.1K | 0.02% | +770+6.6% | Added |
| Canopy Partners, LLC | 12,616 | $195.0K | 0.08% | +141+1.1% | Added |
| New Republic Capital, LLC | 12,694 | $196.2K | 0.09% | −746−5.6% | Reduced |
| Optas, LLC | 13,010 | $201.1K | 0.03% | +906+7.5% | Added |
| Apollon Wealth Management, LLC | 13,156 | $203.4K | 0.00% | −3,119−19.2% | Reduced |
| Xponance, Inc. | 13,239 | $204.7K | 0.00% | +535+4.2% | Added |
| Wrapmanager Inc | 13,345 | $206.3K | 0.05% | −1,263−8.6% | Reduced |
| Acorn Creek Capital LLC | 13,570 | $209.8K | 0.10% | +100+0.7% | Added |
| Commonwealth Equity Services, LLC | 13,626 | $211.0K | 0.00% | −34−0.2% | Reduced |
| Merit Financial Group, LLC | 13,695 | $211.7K | 0.00% | +13,695 | New |
| Cromwell Holdings LLC | 13,841 | $214.0K | 0.14% | 00.0% | Unchanged |
| State Street Corp | 13,954 | $215.7K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 14,276 | $220.7K | 0.13% | +14,276 | New |
| Wedmont Private Capital | 17,160 | $221.5K | 0.01% | +801+4.9% | Added |
| Kestra Advisory Services, LLC | 14,355 | $221.9K | 0.00% | −17,744−55.3% | Reduced |
| Personal Cfo Solutions, LLC | 14,490 | $224.0K | 0.05% | −268−1.8% | Reduced |
| Sanctuary Advisors, LLC | 14,535 | $224.7K | 0.00% | −15,485−51.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 14,536 | $224.7K | 0.04% | +290+2.0% | Added |
| Kathmere Capital Management, LLC | 14,590 | $225.6K | 0.02% | +14,590 | New |
| Shilanski & Associates, Inc. | 14,632 | $226.2K | 0.07% | −1,557−9.6% | Reduced |
| Dakota Wealth Management | 14,638 | $226.3K | 0.01% | +14,638 | New |
| Channing Global Advisors, LLC | 14,666 | $226.7K | 0.15% | +1,548+11.8% | Added |
| Choate Investment Advisors | 14,672 | $226.8K | 0.01% | +3,875+35.9% | Added |
| Transamerica Financial Advisors, Inc. | 14,739 | $228.0K | 0.02% | −747−4.8% | Reduced |
| Boston Private Wealth LLC | 14,891 | $230.2K | 0.01% | −5,603−27.3% | Reduced |
| HighPoint Advisor Group LLC | 16,121 | $231.2K | 0.01% | +381+2.4% | Added |
| Ascent Group, LLC | 15,205 | $235.1K | 0.01% | +15,205 | New |
| West Family Investments, Inc. | 15,330 | $237.0K | 0.09% | −11,575−43.0% | Reduced |
| Cresset Asset Management, LLC | 15,348 | $239.8K | 0.00% | −1,106−6.7% | Reduced |
| We Are One Seven, LLC | 16,017 | $247.6K | 0.01% | −454−2.8% | Reduced |
| Keel Point, LLC | 16,296 | $251.9K | 0.02% | +829+5.4% | Added |
| Legacy Financial Advisors, Inc. | 16,582 | $256.4K | 0.04% | +3,900+30.8% | Added |
| CWM, LLC | 16,713 | $258.0K | 0.00% | +171+1.0% | Added |
| Werba Rubin Papier Wealth Management | 17,206 | $266.0K | 0.06% | −2,340−12.0% | Reduced |
| Ronald Blue Trust, Inc. | 17,434 | $269.5K | 0.00% | +5,137+41.8% | Added |
| Claro Advisors LLC | 17,536 | $271.1K | 0.04% | +1,079+6.6% | Added |
| Sowell Financial Services LLC | 17,605 | $272.2K | 0.01% | +2,590+17.2% | Added |
| Bleakley Financial Group, LLC | 18,192 | $281.2K | 0.01% | +909+5.3% | Added |
| Colony Group, LLC | 18,253 | $282.2K | 0.00% | +4,799+35.7% | Added |
| HB Wealth Management, LLC | 18,329 | $283.4K | 0.00% | +5,885+47.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,596 | $287.5K | 0.00% | −12,190−39.6% | Reduced |
| Modern Wealth Management, LLC | 18,732 | $289.6K | 0.01% | +18,732 | New |
| Savant Capital, LLC | 18,853 | $291.5K | 0.00% | −922−4.7% | Reduced |
| Jefferies Financial Group Inc. | 18,997 | $293.7K | 0.01% | +686+3.7% | Added |
| Lido Advisors, LLC | 19,038 | $294.3K | 0.00% | +468+2.5% | Added |
| Diversify Advisory Services, LLC | 20,664 | $296.3K | 0.02% | +4,365+26.8% | Added |
| Simon Quick Advisors, LLC | 19,332 | $298.9K | 0.02% | +8,104+72.2% | Added |
| BSW Wealth Partners | 19,652 | $303.8K | 0.05% | +837+4.4% | Added |
| Keybank National Association | 19,784 | $305.9K | 0.00% | −232−1.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | $306.1K | 0.03% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 19,804 | $306.2K | 0.02% | −50.0% | Reduced |
| Lindbrook Capital, LLC | 20,072 | $310.3K | 0.03% | +729+3.8% | Added |
| Valeo Financial Advisors, LLC | 20,099 | $310.7K | 0.01% | +4,140+25.9% | Added |
| Aprio Wealth Management, LLC | 20,697 | $320.0K | 0.04% | +6,441+45.2% | Added |
| Sagespring Wealth Partners, LLC | 20,731 | $320.5K | 0.01% | +5,990+40.6% | Added |
| Coldstream Capital Management Inc | 20,884 | $322.9K | 0.01% | +588+2.9% | Added |
| First Affirmative Financial Network | 20,951 | $323.9K | 0.20% | −54−0.3% | Reduced |
| Drive Wealth Management, LLC | 21,061 | $325.6K | 0.08% | −534−2.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,426 | $331.2K | 0.00% | +611+2.9% | Added |
| Ewa, LLC | 21,455 | $331.7K | 0.12% | −64−0.3% | Reduced |
| Private Advisor Group, LLC | 21,561 | $333.3K | 0.00% | −4,969−18.7% | Reduced |
| Csenge Advisory Group | 25,173 | $341.3K | 0.02% | +903+3.7% | Added |
| Pzena Investment Management LLC | 22,134 | $342.2K | 0.00% | +2,515+12.8% | Added |
| Bridgewater Advisors Inc. | 24,076 | $345.3K | 0.03% | −104−0.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 22,429 | $346.8K | 0.00% | +1,691+8.2% | Added |
| Sivia Capital Partners, LLC | 22,522 | $348.2K | 0.16% | +1,927+9.4% | Added |
| Net Worth Advisory Group | 23,521 | $363.6K | 0.11% | −1,226−5.0% | Reduced |
| Truist Financial Corp | 24,060 | $372.0K | 0.00% | −301−1.2% | Reduced |
| Blair William & Co | 24,467 | $378.3K | 0.00% | +24,467 | New |
| Syon Capital LLC | 24,969 | $386.0K | 0.03% | +7,509+43.0% | Added |
| Vanguard Capital Wealth Advisors | 25,047 | $387.2K | 0.47% | +3,822+18.0% | Added |
| Umb Bank N A | 25,280 | $390.8K | 0.01% | −2,612−9.4% | Reduced |
| Five Oceans Advisors | 25,407 | $392.8K | 0.19% | 00.0% | Unchanged |
| Seeds Investor LLC | 25,928 | $400.8K | 0.11% | +629+2.5% | Added |
| Schechter Investment Advisors, LLC | 26,563 | $410.7K | 0.03% | −8,540−24.3% | Reduced |
| Louisbourg Investments Inc. | 26,652 | $412.0K | 0.11% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 26,968 | $416.9K | 0.01% | +12,799+90.3% | Added |
| Bailard, Inc. | 27,404 | $423.7K | 0.01% | +1,701+6.6% | Added |
| GAMMA Investing LLC | 27,743 | $428.9K | 0.03% | +4,588+19.8% | Added |
| Traveka Wealth, LLC | 27,912 | $431.5K | 0.24% | +314+1.1% | Added |
| Shelton Capital Management | 28,173 | $435.6K | 0.01% | −887−3.1% | Reduced |
| Schroder Investment Management Group | 28,602 | $443.5K | 0.00% | +40+0.1% | Added |