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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 69,343 | $1.07M | 0.00% | +17,010+32.5% | Added |
| Evergreen Capital Management LLC | 67,824 | $1.05M | 0.04% | −1,319−1.9% | Reduced |
| Advisors Asset Management, Inc. | 67,234 | $1.04M | 0.02% | +2,699+4.2% | Added |
| 1832 Asset Management L.P. | 64,785 | $1.00M | 0.00% | +64,785 | New |
| Mount Yale Investment Advisors, LLC | 64,181 | $992.2K | 0.09% | +2,662+4.3% | Added |
| Diversify Wealth Management, LLC | 67,896 | $973.6K | 0.07% | +6,819+11.2% | Added |
| Advisor Group Holdings, Inc. | 57,968 | $896.1K | 0.00% | −174,295−75.0% | Reduced |
| Pacer Advisors, Inc. | 57,884 | $894.9K | 0.00% | +1,668+3.0% | Added |
| Investors Research Corp | 57,654 | $891.3K | 0.19% | −11,225−16.3% | Reduced |
| Ellevest, Inc. | 56,609 | $875.2K | 0.06% | −5,759−9.2% | Reduced |
| Aaron Wealth Advisors | 56,435 | $872.5K | 0.10% | +2,298+4.2% | Added |
| Johnson Investment Counsel Inc | 56,346 | $871.1K | 0.01% | −18,200−24.4% | Reduced |
| Mission Wealth Management, LP | 56,298 | $870.4K | 0.02% | +2,757+5.1% | Added |
| AdvisorShares Investments LLC | 57,247 | $863.3K | 0.17% | +16,850+41.7% | Added |
| Parallel Advisors, LLC | 55,234 | $853.9K | 0.02% | +120.0% | Added |
| Rockefeller Capital Management L.P. | 52,161 | $806.4K | 0.00% | −6,279−10.7% | Reduced |
| RSM US Wealth Management LLC | 51,441 | $795.3K | 0.01% | −4,565−8.2% | Reduced |
| Capital Insight Partners, LLC | 51,128 | $790.4K | 0.14% | +1,971+4.0% | Added |
| M&T Bank Corp | 49,938 | $771.6K | 0.00% | −1,258−2.5% | Reduced |
| Checchi Capital Advisers, LLC | 49,631 | $767.3K | 0.05% | +3,726+8.1% | Added |
| Atria Investments LLC | 47,544 | $735.0K | 0.01% | +8,227+20.9% | Added |
| Captrust Financial Advisors | 46,880 | $724.8K | 0.00% | +27,417+140.9% | Added |
| Smartleaf Asset Management LLC | 45,943 | $723.6K | 0.07% | +3,634+8.6% | Added |
| Callan Capital, LLC | 46,429 | $717.8K | 0.05% | 00.0% | Unchanged |
| PDS Planning, Inc | 45,999 | $711.1K | 0.06% | +2,758+6.4% | Added |
| Citigroup Inc | 45,598 | $704.9K | 0.00% | +5,416+13.5% | Added |
| Ieq Capital, LLC | 44,402 | $686.5K | 0.01% | +2,815+6.8% | Added |
| ICONIQ Capital, LLC | 43,928 | $679.1K | 0.01% | +8,870+25.3% | Added |
| V-Square Quantitative Management LLC | 39,799 | $615.3K | 0.09% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 39,704 | $613.8K | 0.00% | −2,578−6.1% | Reduced |
| Acadian Asset Management LLC | 39,574 | $610.0K | 0.00% | +30,506+336.4% | Added |
| Westwood Holdings Group Inc. | 38,627 | $597.2K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 38,626 | $597.1K | 0.01% | +38,626 | New |
| Pitcairn Co | 37,563 | $580.7K | 0.04% | +3,430+10.0% | Added |
| Covenant Partners, LLC | 37,262 | $576.1K | 0.19% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 36,863 | $570.0K | 0.16% | +36,863 | New |
| RNC Capital Management LLC | 36,808 | $569.1K | 0.03% | +588+1.6% | Added |
| Summit Financial, LLC | 36,800 | $568.9K | 0.02% | +36,800 | New |
| Banco Santander, S.A. | 35,990 | $556.4K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 35,909 | $555.2K | 0.00% | +35,909 | New |
| Millennium Management LLC | 35,828 | $553.9K | 0.00% | −58,501−62.0% | Reduced |
| Sage Rhino Capital LLC | 35,759 | $552.8K | 0.13% | −663−1.8% | Reduced |
| Gradient Investments LLC | 34,818 | $538.3K | 0.01% | +341+1.0% | Added |
| Te Ahumairangi Investment Management Ltd | 34,657 | $536.0K | 0.11% | −5,000−12.6% | Reduced |
| Lazard Asset Management LLC | 34,074 | $526.0K | 0.00% | −4,827−12.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 33,715 | $521.2K | 0.00% | +329+1.0% | Added |
| Versant Capital Management, Inc | 32,827 | $507.5K | 0.09% | +30,741+1,473.7% | Added |
| Mather Group, LLC. | 32,709 | $505.7K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 32,499 | $502.4K | 0.00% | +6,005+22.7% | Added |
| Integrated Wealth Concepts LLC | 32,386 | $500.7K | 0.01% | −730−2.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 32,243 | $498.5K | 0.07% | +809+2.6% | Added |
| Atlas Capital Advisors LLC | 31,321 | $484.2K | 0.06% | +342+1.1% | Added |
| Cable Hill Partners, LLC | 33,694 | $478.5K | 0.05% | −451−1.3% | Reduced |
| Barometer Capital Management Inc. | 30,854 | $477.0K | 0.18% | −25,254−45.0% | Reduced |
| Assetmark, Inc | 30,588 | $472.9K | 0.00% | +11,847+63.2% | Added |
| Principal Street Partners, LLC | 29,134 | $450.4K | 0.08% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 28,939 | $447.4K | 0.02% | +28,939 | New |
| Gallacher Capital Management LLC | 28,877 | $446.4K | 0.22% | −103−0.4% | Reduced |
| Schroder Investment Management Group | 28,602 | $443.5K | 0.00% | +40+0.1% | Added |
| Shelton Capital Management | 28,173 | $435.6K | 0.01% | −887−3.1% | Reduced |
| Traveka Wealth, LLC | 27,912 | $431.5K | 0.24% | +314+1.1% | Added |
| GAMMA Investing LLC | 27,743 | $428.9K | 0.03% | +4,588+19.8% | Added |
| Bailard, Inc. | 27,404 | $423.7K | 0.01% | +1,701+6.6% | Added |
| Pensionmark Financial Group, LLC | 26,968 | $416.9K | 0.01% | +12,799+90.3% | Added |
| Louisbourg Investments Inc. | 26,652 | $412.0K | 0.11% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 26,563 | $410.7K | 0.03% | −8,540−24.3% | Reduced |
| Seeds Investor LLC | 25,928 | $400.8K | 0.11% | +629+2.5% | Added |
| Five Oceans Advisors | 25,407 | $392.8K | 0.19% | 00.0% | Unchanged |
| Umb Bank N A | 25,280 | $390.8K | 0.01% | −2,612−9.4% | Reduced |
| Vanguard Capital Wealth Advisors | 25,047 | $387.2K | 0.47% | +3,822+18.0% | Added |
| Syon Capital LLC | 24,969 | $386.0K | 0.03% | +7,509+43.0% | Added |
| Blair William & Co | 24,467 | $378.3K | 0.00% | +24,467 | New |
| Truist Financial Corp | 24,060 | $372.0K | 0.00% | −301−1.2% | Reduced |
| Net Worth Advisory Group | 23,521 | $363.6K | 0.11% | −1,226−5.0% | Reduced |
| Sivia Capital Partners, LLC | 22,522 | $348.2K | 0.16% | +1,927+9.4% | Added |
| Prime Capital Investment Advisors, LLC | 22,429 | $346.8K | 0.00% | +1,691+8.2% | Added |
| Bridgewater Advisors Inc. | 24,076 | $345.3K | 0.03% | −104−0.4% | Reduced |
| Pzena Investment Management LLC | 22,134 | $342.2K | 0.00% | +2,515+12.8% | Added |
| Csenge Advisory Group | 25,173 | $341.3K | 0.02% | +903+3.7% | Added |
| Private Advisor Group, LLC | 21,561 | $333.3K | 0.00% | −4,969−18.7% | Reduced |
| Ewa, LLC | 21,455 | $331.7K | 0.12% | −64−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,426 | $331.2K | 0.00% | +611+2.9% | Added |
| Drive Wealth Management, LLC | 21,061 | $325.6K | 0.08% | −534−2.5% | Reduced |
| First Affirmative Financial Network | 20,951 | $323.9K | 0.20% | −54−0.3% | Reduced |
| Coldstream Capital Management Inc | 20,884 | $322.9K | 0.01% | +588+2.9% | Added |
| Sagespring Wealth Partners, LLC | 20,731 | $320.5K | 0.01% | +5,990+40.6% | Added |
| Aprio Wealth Management, LLC | 20,697 | $320.0K | 0.04% | +6,441+45.2% | Added |
| Valeo Financial Advisors, LLC | 20,099 | $310.7K | 0.01% | +4,140+25.9% | Added |
| Lindbrook Capital, LLC | 20,072 | $310.3K | 0.03% | +729+3.8% | Added |
| Sage Mountain Advisors LLC | 19,804 | $306.2K | 0.02% | −50.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | $306.1K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 19,784 | $305.9K | 0.00% | −232−1.2% | Reduced |
| BSW Wealth Partners | 19,652 | $303.8K | 0.05% | +837+4.4% | Added |
| Simon Quick Advisors, LLC | 19,332 | $298.9K | 0.02% | +8,104+72.2% | Added |
| Diversify Advisory Services, LLC | 20,664 | $296.3K | 0.02% | +4,365+26.8% | Added |
| Lido Advisors, LLC | 19,038 | $294.3K | 0.00% | +468+2.5% | Added |
| Jefferies Financial Group Inc. | 18,997 | $293.7K | 0.01% | +686+3.7% | Added |
| Savant Capital, LLC | 18,853 | $291.5K | 0.00% | −922−4.7% | Reduced |
| Modern Wealth Management, LLC | 18,732 | $289.6K | 0.01% | +18,732 | New |
| Envestnet Portfolio Solutions, Inc. | 18,596 | $287.5K | 0.00% | −12,190−39.6% | Reduced |