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 |
|---|---|---|---|---|---|
| Gallacher Capital Management LLC | 28,877 | $446.4K | 0.22% | −103−0.4% | Reduced |
| Gladstone Institutional Advisory LLC | 28,939 | $447.4K | 0.02% | +28,939 | New |
| Principal Street Partners, LLC | 29,134 | $450.4K | 0.08% | 00.0% | Unchanged |
| Assetmark, Inc | 30,588 | $472.9K | 0.00% | +11,847+63.2% | Added |
| Barometer Capital Management Inc. | 30,854 | $477.0K | 0.18% | −25,254−45.0% | Reduced |
| Cable Hill Partners, LLC | 33,694 | $478.5K | 0.05% | −451−1.3% | Reduced |
| Atlas Capital Advisors LLC | 31,321 | $484.2K | 0.06% | +342+1.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 32,243 | $498.5K | 0.07% | +809+2.6% | Added |
| Integrated Wealth Concepts LLC | 32,386 | $500.7K | 0.01% | −730−2.2% | Reduced |
| Avantax Advisory Services, Inc. | 32,499 | $502.4K | 0.00% | +6,005+22.7% | Added |
| Mather Group, LLC. | 32,709 | $505.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32,827 | $507.5K | 0.09% | +30,741+1,473.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 33,715 | $521.2K | 0.00% | +329+1.0% | Added |
| Lazard Asset Management LLC | 34,074 | $526.0K | 0.00% | −4,827−12.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 34,657 | $536.0K | 0.11% | −5,000−12.6% | Reduced |
| Gradient Investments LLC | 34,818 | $538.3K | 0.01% | +341+1.0% | Added |
| Sage Rhino Capital LLC | 35,759 | $552.8K | 0.13% | −663−1.8% | Reduced |
| Millennium Management LLC | 35,828 | $553.9K | 0.00% | −58,501−62.0% | Reduced |
| Squarepoint Ops LLC | 35,909 | $555.2K | 0.00% | +35,909 | New |
| Banco Santander, S.A. | 35,990 | $556.4K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 36,800 | $568.9K | 0.02% | +36,800 | New |
| RNC Capital Management LLC | 36,808 | $569.1K | 0.03% | +588+1.6% | Added |
| Cordatus Wealth Management LLC | 36,863 | $570.0K | 0.16% | +36,863 | New |
| Covenant Partners, LLC | 37,262 | $576.1K | 0.19% | 00.0% | Unchanged |
| Pitcairn Co | 37,563 | $580.7K | 0.04% | +3,430+10.0% | Added |
| Prospera Financial Services Inc | 38,626 | $597.1K | 0.01% | +38,626 | New |
| Westwood Holdings Group Inc. | 38,627 | $597.2K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 39,574 | $610.0K | 0.00% | +30,506+336.4% | Added |
| Glenmede Trust Co NA | 39,704 | $613.8K | 0.00% | −2,578−6.1% | Reduced |
| V-Square Quantitative Management LLC | 39,799 | $615.3K | 0.09% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 43,928 | $679.1K | 0.01% | +8,870+25.3% | Added |
| Ieq Capital, LLC | 44,402 | $686.5K | 0.01% | +2,815+6.8% | Added |
| Citigroup Inc | 45,598 | $704.9K | 0.00% | +5,416+13.5% | Added |
| PDS Planning, Inc | 45,999 | $711.1K | 0.06% | +2,758+6.4% | Added |
| Callan Capital, LLC | 46,429 | $717.8K | 0.05% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 45,943 | $723.6K | 0.07% | +3,634+8.6% | Added |
| Captrust Financial Advisors | 46,880 | $724.8K | 0.00% | +27,417+140.9% | Added |
| Atria Investments LLC | 47,544 | $735.0K | 0.01% | +8,227+20.9% | Added |
| Checchi Capital Advisers, LLC | 49,631 | $767.3K | 0.05% | +3,726+8.1% | Added |
| M&T Bank Corp | 49,938 | $771.6K | 0.00% | −1,258−2.5% | Reduced |
| Capital Insight Partners, LLC | 51,128 | $790.4K | 0.14% | +1,971+4.0% | Added |
| RSM US Wealth Management LLC | 51,441 | $795.3K | 0.01% | −4,565−8.2% | Reduced |
| Rockefeller Capital Management L.P. | 52,161 | $806.4K | 0.00% | −6,279−10.7% | Reduced |
| Parallel Advisors, LLC | 55,234 | $853.9K | 0.02% | +120.0% | Added |
| AdvisorShares Investments LLC | 57,247 | $863.3K | 0.17% | +16,850+41.7% | Added |
| Mission Wealth Management, LP | 56,298 | $870.4K | 0.02% | +2,757+5.1% | Added |
| Johnson Investment Counsel Inc | 56,346 | $871.1K | 0.01% | −18,200−24.4% | Reduced |
| Aaron Wealth Advisors | 56,435 | $872.5K | 0.10% | +2,298+4.2% | Added |
| Ellevest, Inc. | 56,609 | $875.2K | 0.06% | −5,759−9.2% | Reduced |
| Investors Research Corp | 57,654 | $891.3K | 0.19% | −11,225−16.3% | Reduced |
| Pacer Advisors, Inc. | 57,884 | $894.9K | 0.00% | +1,668+3.0% | Added |
| Advisor Group Holdings, Inc. | 57,968 | $896.1K | 0.00% | −174,295−75.0% | Reduced |
| Diversify Wealth Management, LLC | 67,896 | $973.6K | 0.07% | +6,819+11.2% | Added |
| Mount Yale Investment Advisors, LLC | 64,181 | $992.2K | 0.09% | +2,662+4.3% | Added |
| 1832 Asset Management L.P. | 64,785 | $1.00M | 0.00% | +64,785 | New |
| Advisors Asset Management, Inc. | 67,234 | $1.04M | 0.02% | +2,699+4.2% | Added |
| Evergreen Capital Management LLC | 67,824 | $1.05M | 0.04% | −1,319−1.9% | Reduced |
| Neuberger Berman Group LLC | 69,343 | $1.07M | 0.00% | +17,010+32.5% | Added |
| Ballentine Partners, LLC | 69,412 | $1.07M | 0.02% | +7,829+12.7% | Added |
| Redhawk Wealth Advisors, Inc. | 71,389 | $1.10M | 0.15% | +27,756+63.6% | Added |
| Yousif Capital Management, LLC | 73,895 | $1.14M | 0.01% | −27,195−26.9% | Reduced |
| Verition Fund Management LLC | 75,308 | $1.16M | 0.01% | +58,570+349.9% | Added |
| Dorsey & Whitney Trust CO LLC | 75,465 | $1.17M | 0.07% | −792−1.0% | Reduced |
| Susquehanna International Group, LLP | 78,788 | $1.22M | 0.00% | +31,786+67.6% | Added |
| Jane Street Group, LLC | 81,164 | $1.25M | 0.00% | −363,738−81.8% | Reduced |
| TownSquare Capital, LLC | 85,910 | $1.33M | 0.01% | +3,425+4.2% | Added |
| United Capital Financial Advisers, LLC | 87,274 | $1.35M | 0.01% | +541+0.6% | Added |
| Russell Investments Group, Ltd. | 87,352 | $1.35M | 0.00% | +22,535+34.8% | Added |
| Sequoia Financial Advisors, LLC | 88,493 | $1.37M | 0.01% | +3,373+4.0% | Added |
| Principal Securities, Inc. | 96,176 | $1.39M | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 92,567 | $1.43M | 0.00% | +2,386+2.6% | 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 |
| Pekin Hardy Strauss, Inc. | 102,350 | $1.58M | 0.19% | +3,250+3.3% | Added |
| Franklin Resources Inc | 102,488 | $1.58M | 0.00% | −389,780−79.2% | Reduced |
| Summit Global Investments | 104,297 | $1.61M | 0.12% | +65,641+169.8% | Added |
| Bank of Montreal | 106,161 | $1.64M | 0.00% | +3,070+3.0% | Added |
| Atomi Financial Group, Inc. | 109,707 | $1.70M | 0.08% | +37,641+52.2% | Added |
| Vident Advisory, LLC | 111,138 | $1.72M | 0.03% | +19,927+21.8% | Added |
| CIBC Asset Management Inc | 118,260 | $1.78M | 0.01% | −38,965−24.8% | Reduced |
| Raymond James Financial Inc | 119,633 | $1.85M | 0.00% | +10,214+9.3% | Added |
| Lockheed Martin Investment Management Co | 121,560 | $1.88M | 0.08% | −5,480−4.3% | Reduced |
| Rhumbline Advisers | 125,355 | $1.94M | 0.00% | −43,546−25.8% | Reduced |
| MML Investors Services, LLC | 128,638 | $1.99M | 0.01% | +44,536+53.0% | Added |
| Callan Family Office, LLC | 130,236 | $2.01M | 0.15% | −5,827−4.3% | Reduced |
| Ritholtz Wealth Management | 137,918 | $2.13M | 0.06% | −17,925−11.5% | Reduced |
| Citadel Advisors LLC | 142,384 | $2.20M | 0.00% | +142,384 | New |
| Parr McKnight Wealth Management Group, LLC | 146,335 | $2.26M | 0.33% | −95,766−39.6% | Reduced |
| Naviter Wealth, LLC | 145,120 | $2.29M | 0.28% | +2,304+1.6% | Added |
| CAPROCK Group, Inc. | 154,903 | $2.39M | 0.07% | +24,133+18.5% | Added |
| BTC Capital Management, Inc. | 159,010 | $2.46M | 0.22% | +6,364+4.2% | Added |
| Dorsey Wright & Associates | 159,362 | $2.46M | 0.63% | −18,883−10.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 159,955 | $2.57M | 0.03% | +23,711+17.4% | Added |
| Greenleaf Trust | 170,448 | $2.64M | 0.02% | −125,083−42.3% | Reduced |
| Calamos Wealth Management LLC | 175,004 | $2.71M | 0.14% | +175,004 | New |
| AQR Capital Management LLC | 177,249 | $2.74M | 0.00% | +36,522+26.0% | Added |
| The PNC Financial Services Group, Inc. | 177,553 | $2.74M | 0.00% | −851−0.5% | Reduced |
| Federated Hermes, Inc. | 184,730 | $2.86M | 0.01% | +3,139+1.7% | Added |
| SEI Investments Co | 187,977 | $2.91M | 0.00% | +24,548+15.0% | Added |
| Park Avenue Securities LLC | 194,976 | $3.01M | 0.04% | +4,882+2.6% | Added |