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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 18,329 | $283.4K | 0.00% | +5,885+47.3% | Added |
| Colony Group, LLC | 18,253 | $282.2K | 0.00% | +4,799+35.7% | Added |
| Bleakley Financial Group, LLC | 18,192 | $281.2K | 0.01% | +909+5.3% | Added |
| Sowell Financial Services LLC | 17,605 | $272.2K | 0.01% | +2,590+17.2% | Added |
| Claro Advisors LLC | 17,536 | $271.1K | 0.04% | +1,079+6.6% | Added |
| Ronald Blue Trust, Inc. | 17,434 | $269.5K | 0.00% | +5,137+41.8% | Added |
| Werba Rubin Papier Wealth Management | 17,206 | $266.0K | 0.06% | −2,340−12.0% | Reduced |
| CWM, LLC | 16,713 | $258.0K | 0.00% | +171+1.0% | Added |
| Legacy Financial Advisors, Inc. | 16,582 | $256.4K | 0.04% | +3,900+30.8% | Added |
| Keel Point, LLC | 16,296 | $251.9K | 0.02% | +829+5.4% | Added |
| We Are One Seven, LLC | 16,017 | $247.6K | 0.01% | −454−2.8% | Reduced |
| Cresset Asset Management, LLC | 15,348 | $239.8K | 0.00% | −1,106−6.7% | Reduced |
| West Family Investments, Inc. | 15,330 | $237.0K | 0.09% | −11,575−43.0% | Reduced |
| Ascent Group, LLC | 15,205 | $235.1K | 0.01% | +15,205 | New |
| HighPoint Advisor Group LLC | 16,121 | $231.2K | 0.01% | +381+2.4% | Added |
| Boston Private Wealth LLC | 14,891 | $230.2K | 0.01% | −5,603−27.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 14,739 | $228.0K | 0.02% | −747−4.8% | Reduced |
| Choate Investment Advisors | 14,672 | $226.8K | 0.01% | +3,875+35.9% | Added |
| Channing Global Advisors, LLC | 14,666 | $226.7K | 0.15% | +1,548+11.8% | Added |
| Dakota Wealth Management | 14,638 | $226.3K | 0.01% | +14,638 | New |
| Shilanski & Associates, Inc. | 14,632 | $226.2K | 0.07% | −1,557−9.6% | Reduced |
| Kathmere Capital Management, LLC | 14,590 | $225.6K | 0.02% | +14,590 | New |
| Beverly Hills Private Wealth, LLC | 14,536 | $224.7K | 0.04% | +290+2.0% | Added |
| Sanctuary Advisors, LLC | 14,535 | $224.7K | 0.00% | −15,485−51.6% | Reduced |
| Personal Cfo Solutions, LLC | 14,490 | $224.0K | 0.05% | −268−1.8% | Reduced |
| Kestra Advisory Services, LLC | 14,355 | $221.9K | 0.00% | −17,744−55.3% | Reduced |
| Wedmont Private Capital | 17,160 | $221.5K | 0.01% | +801+4.9% | Added |
| Abel Hall, LLC | 14,276 | $220.7K | 0.13% | +14,276 | New |
| State Street Corp | 13,954 | $215.7K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 13,841 | $214.0K | 0.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 13,695 | $211.7K | 0.00% | +13,695 | New |
| Commonwealth Equity Services, LLC | 13,626 | $211.0K | 0.00% | −34−0.2% | Reduced |
| Acorn Creek Capital LLC | 13,570 | $209.8K | 0.10% | +100+0.7% | Added |
| Wrapmanager Inc | 13,345 | $206.3K | 0.05% | −1,263−8.6% | Reduced |
| Xponance, Inc. | 13,239 | $204.7K | 0.00% | +535+4.2% | Added |
| Apollon Wealth Management, LLC | 13,156 | $203.4K | 0.00% | −3,119−19.2% | Reduced |
| Optas, LLC | 13,010 | $201.1K | 0.03% | +906+7.5% | Added |
| New Republic Capital, LLC | 12,694 | $196.2K | 0.09% | −746−5.6% | Reduced |
| Canopy Partners, LLC | 12,616 | $195.0K | 0.08% | +141+1.1% | Added |
| Camden Capital, LLC | 12,427 | $192.1K | 0.02% | +770+6.6% | Added |
| Trust Point Inc. | 12,365 | $191.2K | 0.02% | −505−3.9% | Reduced |
| Aspen Grove Capital, LLC | 11,991 | $185.4K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 11,654 | $180.2K | 0.01% | −781−6.3% | Reduced |
| Wealthstream Advisors, Inc. | 11,605 | $179.4K | 0.03% | +122+1.1% | Added |
| Entropy Technologies, LP | 11,600 | $179.3K | 0.02% | +11,600 | New |
| Rehmann Capital Advisory Group | 11,204 | $173.2K | 0.01% | −1,644−12.8% | Reduced |
| D'Orazio & Associates, Inc. | 11,105 | $171.7K | 0.03% | +867+8.5% | Added |
| Vista Wealth Management Group, LLC | 10,901 | $168.5K | 0.01% | +424+4.0% | Added |
| Flputnam Investment Management Co | 10,795 | $166.9K | 0.00% | −207−1.9% | Reduced |
| Bryn Mawr Trust Co | 10,536 | $162.9K | 0.00% | −625−5.6% | Reduced |
| Baron Wealth Management LLC | 10,295 | $159.2K | 0.07% | +10,295 | New |
| Farther Finance Advisors, LLC | 10,442 | $157.5K | 0.00% | −504−4.6% | Reduced |
| Capital Performance Advisors LLP | 10,154 | $157.0K | 0.03% | +10,154 | New |
| Clarius Group, LLC | 10,091 | $156.0K | 0.01% | −173−1.7% | Reduced |
| Seven Mile Advisory | 10,029 | $155.0K | 0.10% | +10,029 | New |
| Onyx Bridge Wealth Group LLC | 10,000 | $154.6K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8,711 | $134.7K | 0.11% | +3,266+60.0% | Added |
| AXA S.A. | 8,000 | $123.7K | 0.00% | +648+8.8% | Added |
| EverSource Wealth Advisors, LLC | 7,738 | $119.6K | 0.01% | −8,580−52.6% | Reduced |
| Wayfinding Financial, LLC | 7,528 | $116.0K | 0.05% | +7,528 | New |
| Hexagon Capital Partners LLC | 7,431 | $114.9K | 0.02% | +403+5.7% | Added |
| Paradigm Asset Management Co LLC | 6,300 | $97.4K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,072 | $94.0K | 0.00% | +4,143+214.8% | Added |
| Skopos Labs, Inc. | 5,947 | $91.9K | 0.02% | +5,159+654.7% | Added |
| Sierra Ocean, LLC | 5,796 | $89.6K | 0.07% | −106−1.8% | Reduced |
| Parkside Financial Bank & Trust | 5,393 | $83.4K | 0.01% | −2,551−32.1% | Reduced |
| GeoWealth Management, LLC | 4,698 | $72.6K | 0.00% | −2,064−30.5% | Reduced |
| TD Private Client Wealth LLC | 4,138 | $64.0K | 0.00% | +3,690+823.7% | Added |
| Barclays PLC | 4,000 | $61.8K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,827 | $59.2K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3,545 | $54.8K | 0.04% | +49+1.4% | Added |
| IFP Advisors, Inc | 3,313 | $51.2K | 0.00% | −91−2.7% | Reduced |
| Huntington National Bank | 3,289 | $50.8K | 0.00% | −144−4.2% | Reduced |
| Geneos Wealth Management Inc. | 3,163 | $48.9K | 0.00% | +930+41.6% | Added |
| Jones Financial Companies LLLP | 3,072 | $48.3K | 0.00% | +1,702+124.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,812 | $43.5K | 0.00% | +106+3.9% | Added |
| First Horizon Advisors, Inc. | 2,798 | $43.3K | 0.00% | +395+16.4% | Added |
| Zions Bancorporation, National Association | 2,737 | $42.3K | 0.00% | +2,737 | New |
| Perritt Capital Management Inc | 2,500 | $38.6K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,411 | $37.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,404 | $37.2K | 0.00% | +1,127+88.3% | Added |
| Private Trust Co NA | 2,334 | $36.1K | 0.00% | +2,130+1,044.1% | Added |
| CIBC Private Wealth Group, LLC | 2,558 | $31.3K | 0.00% | +674+35.8% | Added |
| Addison Advisors LLC | 1,876 | $29.0K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,868 | $28.9K | 0.02% | −487−20.7% | Reduced |
| Rise Advisors, LLC | 1,841 | $28.5K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 1,712 | $26.5K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 1,798 | $24.8K | 0.00% | +201+12.6% | Added |
| Rothschild Investment LLC | 1,542 | $23.8K | 0.00% | +34+2.3% | Added |
| Fifth Third Bancorp | 1,315 | $20.3K | 0.00% | +196+17.5% | Added |
| Whipplewood Advisors, LLC | 8 | $20.3K | 0.01% | −1,303−99.4% | Reduced |
| NBC Securities, Inc. | 1,302 | $20.0K | 0.00% | +1,301+130,100.0% | Added |
| Aventura Private Wealth, LLC | 1,193 | $18.4K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,174 | $18.1K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 980 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 965 | $14.9K | 0.00% | +965 | New |
| GWM Advisors LLC | 909 | $14.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 867 | $13.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 846 | $13.1K | 0.00% | +200+31.0% | Added |
| HHM Wealth Advisors, LLC | 806 | $12.5K | 0.00% | 00.0% | Unchanged |