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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 196,320 | $3.03M | 0.00% | +884+0.5% | Added |
| William Blair Investment Management, LLC | 202,146 | $3.13M | 0.01% | −23,049−10.2% | Reduced |
| Allianz SE | 220,000 | $3.40M | 0.09% | +220,000 | New |
| Gilman Hill Asset Management, LLC | 222,094 | $3.43M | 0.60% | +13,500+6.5% | Added |
| Forum Financial Management, LP | 222,120 | $3.43M | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 223,348 | $3.45M | 0.07% | +2,184+1.0% | Added |
| JustInvest LLC | 245,342 | $3.79M | 0.06% | +20,386+9.1% | Added |
| Mercer Global Advisors Inc | 246,591 | $3.81M | 0.01% | +61,173+33.0% | Added |
| HighTower Advisors, LLC | 254,340 | $3.93M | 0.01% | −3,619−1.4% | Reduced |
| Cetera Investment Advisers | 255,579 | $3.95M | 0.01% | +34,257+15.5% | Added |
| Augustine Asset Management Inc | 259,864 | $4.02M | 1.17% | +5,168+2.0% | Added |
| Capital Wealth Planning, LLC | 271,808 | $4.20M | 0.04% | +118,336+77.1% | Added |
| Massachusetts Financial Services Co | 282,363 | $4.37M | 0.00% | +143,683+103.6% | Added |
| Quadrant Capital Group LLC | 284,762 | $4.40M | 0.16% | +213,469+299.4% | Added |
| First Trust Advisors LP | 290,117 | $4.49M | 0.00% | −19,341−6.2% | Reduced |
| Moran Wealth Management, LLC | 301,575 | $4.66M | 0.16% | −57,161−15.9% | Reduced |
| Eagle Global Advisors LLC | 311,000 | $4.81M | 0.20% | −25,000−7.4% | Reduced |
| Calamos Advisors LLC | 332,151 | $5.14M | 0.02% | +120,431+56.9% | Added |
| Qube Research & Technologies Ltd | 339,892 | $5.25M | 0.01% | +339,892 | New |
| Benson Investment Management Company, Inc. | 355,750 | $5.50M | 2.39% | −54,525−13.3% | Reduced |
| US Bancorp | 361,646 | $5.59M | 0.01% | +62,170+20.8% | Added |
| Ethic Inc. | 392,673 | $5.92M | 0.12% | −22,939−5.5% | Reduced |
| Silvercrest Asset Management Group LLC | 242,300 | $6.15M | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 398,093 | $6.16M | 0.01% | −6,963−1.7% | Reduced |
| Ramirez Asset Management, Inc. | 409,398 | $6.33M | 1.32% | −39,616−8.8% | Reduced |
| Boston Partners | 421,483 | $6.47M | 0.01% | +73,299+21.1% | Added |
| Stifel Financial Corp | 426,982 | $6.60M | 0.01% | −15,085−3.4% | Reduced |
| LPL Financial LLC | 445,354 | $6.89M | 0.00% | +120,362+37.0% | Added |
| Cerity Partners LLC | 468,210 | $7.24M | 0.01% | +148,480+46.4% | Added |
| Pathstone Holdings, LLC | 473,454 | $7.32M | 0.03% | −3,570−0.7% | Reduced |
| Crossmark Global Holdings, Inc. | 498,602 | $7.71M | 0.14% | +2040.0% | Added |
| QRG Capital Management, Inc. | 518,573 | $8.02M | 0.08% | +86,158+19.9% | Added |
| CIBC World Markets Inc. | 557,713 | $8.62M | 0.02% | −2,627−0.5% | Reduced |
| Creative Planning | 571,547 | $8.84M | 0.01% | +94,319+19.8% | Added |
| Fisher Asset Management, LLC | 571,750 | $8.84M | 0.00% | +387,921+211.0% | Added |
| Royal Bank of Canada | 578,480 | $8.94M | 0.00% | −2,622−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 579,277 | $8.96M | 0.00% | +96,494+20.0% | Added |
| O'Shaughnessy Asset Management, LLC | 631,695 | $9.77M | 0.08% | +37,337+6.3% | Added |
| Allspring Global Investments Holdings, LLC | 665,949 | $10.0M | 0.02% | +89,464+15.5% | Added |
| Anderson Hoagland & Co | 831,857 | $10.2M | 1.21% | −8,243−1.0% | Reduced |
| Bank of New York Mellon Corp | 670,686 | $10.4M | 0.00% | −75,163−10.1% | Reduced |
| Quantinno Capital Management LP | 723,429 | $11.2M | 0.07% | +159,965+28.4% | Added |
| UBS Group AG | 896,921 | $13.9M | 0.00% | +230,787+34.6% | Added |
| Invesco Ltd. | 918,290 | $14.2M | 0.00% | −95,646−9.4% | Reduced |
| JPMorgan Chase & Co | 1,189,540 | $18.4M | 0.00% | +174,334+17.2% | Added |
| Natixis Advisors, L.P. | 1,439,197 | $22.3M | 0.04% | +538,823+59.8% | Added |
| American Century Companies Inc | 1,605,115 | $24.8M | 0.02% | +89,792+5.9% | Added |
| Renaissance Technologies LLC | 1,642,470 | $25.4M | 0.04% | +31,800+2.0% | Added |
| Bank of America Corp | 1,840,609 | $28.5M | 0.00% | +64,225+3.6% | Added |
| Envestnet Asset Management Inc | 1,923,502 | $29.7M | 0.01% | +119,818+6.6% | Added |
| Wells Fargo & Company | 1,990,008 | $30.8M | 0.01% | −90,797−4.4% | Reduced |
| Dimensional Fund Advisors LP | 2,885,911 | $44.6M | 0.01% | −13,663−0.5% | Reduced |
| Northern Trust Corp | 5,188,817 | $80.2M | 0.01% | +159,320+3.2% | Added |
| Clark Capital Management Group, Inc. | 6,496,260 | $100.4M | 0.72% | +111,952+1.8% | Added |
| BlackRock, Inc. | 6,961,402 | $107.6M | 0.00% | −3,533−0.1% | Reduced |
| FMR LLC | 9,640,689 | $149.0M | 0.01% | +1,257,396+15.0% | Added |
| Goldman Sachs Group Inc | 11,271,361 | $174.3M | 0.03% | +53,612+0.5% | Added |
| Morgan Stanley | 35,085,766 | $542.4M | 0.04% | +11,387,943+48.1% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −409,579−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −298,514−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −65,744−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −27,553−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −24,915−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −19,090−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −17,624−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −13,710−100.0% | Sold out |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −13,348−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −12,241−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −11,883−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −11,107−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,554−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −10,417−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,004−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −1,734−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,109−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −994−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −607−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| Advantage Trust Co | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |