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, Q2 2025
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Jun 30, 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
- 371
- +22 vs. Q1 2025
- Shares held
- 119.2M
- +2.36M (+2.0%) vs. Q1 2025
- Total value
- $1.80B
- −$4.03M (−0.2%) vs. Q1 2025
- New holders
- 56
- 150 more added
- Sold out
- 34
- 117 more reduced
9 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 31,256,899 | $472.3M | 0.03% | −3,828,867−10.9% | Reduced |
| Goldman Sachs Group Inc | 10,672,402 | $161.3M | 0.03% | −598,959−5.3% | Reduced |
| FMR LLC | 9,684,069 | $146.3M | 0.01% | +43,380+0.4% | Added |
| BlackRock, Inc. | 6,867,650 | $103.8M | 0.00% | −93,752−1.3% | Reduced |
| Clark Capital Management Group, Inc. | 6,517,672 | $98.5M | 0.68% | +21,412+0.3% | Added |
| Northern Trust Corp | 5,595,165 | $84.5M | 0.01% | +406,348+7.8% | Added |
| Dimensional Fund Advisors LP | 2,877,011 | $43.5M | 0.01% | −8,900−0.3% | Reduced |
| Envestnet Asset Management Inc | 2,302,411 | $34.8M | 0.01% | +378,909+19.7% | Added |
| Renaissance Technologies LLC | 2,070,773 | $31.3M | 0.04% | +428,303+26.1% | Added |
| Wells Fargo & Company | 2,017,709 | $30.5M | 0.01% | +27,701+1.4% | Added |
| Bank of America Corp | 1,921,712 | $29.0M | 0.00% | +81,103+4.4% | Added |
| American Century Companies Inc | 1,742,585 | $26.3M | 0.01% | +137,470+8.6% | Added |
| Fisher Asset Management, LLC | 1,357,193 | $20.5M | 0.01% | +785,443+137.4% | Added |
| Natixis Advisors, L.P. | 1,200,502 | $18.1M | 0.03% | −238,695−16.6% | Reduced |
| JPMorgan Chase & Co | 1,190,566 | $18.0M | 0.00% | +1,026+0.1% | Added |
| Millennium Management LLC | 976,618 | $14.8M | 0.01% | +940,790+2,625.9% | Added |
| Invesco Ltd. | 964,866 | $14.6M | 0.00% | +46,576+5.1% | Added |
| Quantinno Capital Management LP | 918,216 | $13.9M | 0.06% | +194,787+26.9% | Added |
| Anderson Hoagland & Co | 788,850 | $11.9M | 1.14% | −43,007−5.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 649,227 | $9.80M | 0.02% | −16,722−2.5% | Reduced |
| Bank of New York Mellon Corp | 638,408 | $9.65M | 0.00% | −32,278−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 631,310 | $9.54M | 0.00% | +52,033+9.0% | Added |
| Royal Bank of Canada | 623,557 | $9.42M | 0.00% | +45,077+7.8% | Added |
| O'Shaughnessy Asset Management, LLC | 600,355 | $9.07M | 0.06% | −31,340−5.0% | Reduced |
| Capital Wealth Planning, LLC | 597,575 | $9.03M | 0.07% | +325,767+119.9% | Added |
| Advisor Group Holdings, Inc. | 548,474 | $8.46M | 0.02% | +490,506+846.2% | Added |
| CIBC World Markets Inc. | 554,918 | $8.38M | 0.02% | −2,795−0.5% | Reduced |
| Westfield Capital Management Co LP | 541,882 | $8.19M | 0.03% | +541,882 | New |
| Crossmark Global Holdings, Inc. | 532,443 | $8.05M | 0.13% | +33,841+6.8% | Added |
| LPL Financial LLC | 529,444 | $8.00M | 0.00% | +84,090+18.9% | Added |
| Ramirez Asset Management, Inc. | 505,871 | $7.64M | 1.16% | +96,473+23.6% | Added |
| Massar Capital Management, LP | 500,000 | $7.55M | 5.67% | +500,000 | New |
| Creative Planning | 495,765 | $7.49M | 0.01% | −75,782−13.3% | Reduced |
| Pathstone Holdings, LLC | 472,246 | $7.14M | 0.03% | −1,208−0.3% | Reduced |
| Stifel Financial Corp | 471,176 | $7.12M | 0.01% | +44,194+10.4% | Added |
| UBS Group AG | 463,502 | $7.00M | 0.00% | −433,419−48.3% | Reduced |
| Cerity Partners LLC | 458,927 | $6.93M | 0.01% | −9,283−2.0% | Reduced |
| Tudor Investment Corp Et Al | 436,288 | $6.59M | 0.05% | +436,288 | New |
| QRG Capital Management, Inc. | 424,036 | $6.41M | 0.06% | −94,537−18.2% | Reduced |
| Boston Partners | 418,390 | $6.32M | 0.01% | −3,093−0.7% | Reduced |
| Mariner, LLC | 380,533 | $5.75M | 0.01% | −17,560−4.4% | Reduced |
| Massachusetts Financial Services Co | 379,185 | $5.73M | 0.00% | +96,822+34.3% | Added |
| US Bancorp | 370,368 | $5.60M | 0.01% | +8,722+2.4% | Added |
| AQR Capital Management LLC | 368,987 | $5.58M | 0.00% | +191,738+108.2% | Added |
| Ethic Inc. | 357,897 | $5.44M | 0.10% | −34,776−8.9% | Reduced |
| Qube Research & Technologies Ltd | 317,513 | $4.80M | 0.01% | −22,379−6.6% | Reduced |
| Eagle Global Advisors LLC | 311,000 | $4.70M | 0.19% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 310,086 | $4.69M | 0.15% | +8,511+2.8% | Added |
| Causeway Capital Management LLC | 301,796 | $4.56M | 0.07% | +301,796 | New |
| SEI Investments Co | 293,729 | $4.44M | 0.01% | +105,752+56.3% | Added |
| Cetera Investment Advisers | 282,078 | $4.26M | 0.01% | +26,499+10.4% | Added |
| Quadrant Capital Group LLC | 277,252 | $4.19M | 0.15% | −7,510−2.6% | Reduced |
| D. E. Shaw & Co., Inc. | 269,294 | $4.07M | 0.00% | +269,294 | New |
| Augustine Asset Management Inc | 265,547 | $4.01M | 1.07% | +5,683+2.2% | Added |
| First Trust Advisors LP | 263,930 | $3.99M | 0.00% | −26,187−9.0% | Reduced |
| Point72 Asset Management, L.P. | 254,666 | $3.85M | 0.01% | +254,666 | New |
| Federated Hermes, Inc. | 253,494 | $3.83M | 0.01% | +68,764+37.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 252,955 | $3.80M | 0.03% | +93,000+58.1% | Added |
| JustInvest LLC | 251,199 | $3.80M | 0.04% | +5,857+2.4% | Added |
| Callan Family Office, LLC | 242,112 | $3.66M | 0.12% | +111,876+85.9% | Added |
| HighTower Advisors, LLC | 237,619 | $3.59M | 0.00% | −16,721−6.6% | Reduced |
| Gilman Hill Asset Management, LLC | 226,274 | $3.42M | 0.56% | +4,180+1.9% | Added |
| Park Avenue Securities LLC | 221,149 | $3.34M | 0.03% | +26,173+13.4% | Added |
| Allianz SE | 220,000 | $3.32M | 0.08% | 00.0% | Unchanged |
| Signaturefd, LLC | 215,418 | $3.25M | 0.06% | −7,930−3.6% | Reduced |
| Mercer Global Advisors Inc | 212,842 | $3.22M | 0.01% | −33,749−13.7% | Reduced |
| Forum Financial Management, LP | 209,587 | $3.17M | 0.05% | −12,533−5.6% | Reduced |
| National Bank of Canada | 205,071 | $3.10M | 0.00% | +204,800+75,572.0% | Added |
| Ameriprise Financial Inc | 201,936 | $3.05M | 0.00% | +5,616+2.9% | Added |
| The PNC Financial Services Group, Inc. | 182,905 | $2.76M | 0.00% | +5,352+3.0% | Added |
| Vident Advisory, LLC | 170,397 | $2.57M | 0.03% | +59,259+53.3% | Added |
| Greenleaf Trust | 170,092 | $2.57M | 0.02% | −356−0.2% | Reduced |
| Myriad Asset Management US LP | 169,492 | $2.56M | 1.70% | +169,492 | New |
| Calamos Advisors LLC | 168,076 | $2.54M | 0.01% | −164,075−49.4% | Reduced |
| BTC Capital Management, Inc. | 166,010 | $2.51M | 0.20% | +7,000+4.4% | Added |
| MML Investors Services, LLC | 165,142 | $2.50M | 0.01% | +36,504+28.4% | Added |
| Raymond James Financial Inc | 163,866 | $2.48M | 0.00% | +44,233+37.0% | Added |
| Wetherby Asset Management Inc | 157,509 | $2.38M | 0.11% | +157,509 | New |
| Naviter Wealth, LLC | 151,031 | $2.28M | 0.28% | +5,911+4.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 149,210 | $2.25M | 0.31% | +2,875+2.0% | Added |
| Vise Technologies, Inc. | 146,090 | $2.21M | 0.09% | +146,090 | New |
| Calamos Wealth Management LLC | 138,896 | $2.10M | 0.09% | −36,108−20.6% | Reduced |
| William Blair Investment Management, LLC | 131,226 | $1.98M | 0.01% | −70,920−35.1% | Reduced |
| Ritholtz Wealth Management | 127,335 | $1.92M | 0.04% | −10,583−7.7% | Reduced |
| Rhumbline Advisers | 120,889 | $1.83M | 0.00% | −4,466−3.6% | Reduced |
| Franklin Resources Inc | 116,965 | $1.77M | 0.00% | +14,477+14.1% | Added |
| CIBC Asset Management Inc | 119,643 | $1.76M | 0.01% | +1,383+1.2% | Added |
| Bank of Montreal | 110,197 | $1.67M | 0.00% | +4,036+3.8% | Added |
| Principal Securities, Inc. | 108,501 | $1.64M | 0.03% | +12,325+12.8% | Added |
| Brinker Capital Investments, LLC | 101,046 | $1.53M | 0.01% | +551+0.5% | Added |
| Campbell & CO Investment Adviser LLC | 100,790 | $1.52M | 0.10% | +100,790 | New |
| Russell Investments Group, Ltd. | 99,889 | $1.51M | 0.00% | +12,537+14.4% | Added |
| Dorsey Wright & Associates | 97,309 | $1.47M | 0.35% | −62,053−38.9% | Reduced |
| Cubist Systematic Strategies, LLC | 96,208 | $1.45M | 0.02% | +96,208 | New |
| Pekin Hardy Strauss, Inc. | 93,850 | $1.42M | 0.16% | −8,500−8.3% | Reduced |
| Seldon Capital LP | 92,885 | $1.40M | 0.61% | +92,885 | New |
| Sequoia Financial Advisors, LLC | 90,895 | $1.37M | 0.01% | +2,402+2.7% | Added |
| CI Private Wealth, LLC | 90,627 | $1.37M | 0.00% | −1,940−2.1% | Reduced |
| Diversify Wealth Management, LLC | 80,550 | $1.31M | 0.08% | +12,654+18.6% | Added |
| Quantbot Technologies LP | 85,009 | $1.28M | 0.03% | +85,009 | New |