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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 23 | $340 | 0.00% | +23 | New |
| High Note Wealth, LLC | 25 | $378 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $484 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $499 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 38 | $574 | 0.00% | −400−91.3% | Reduced |
| Financial Gravity Companies, Inc. | 38 | $574 | 0.00% | +38 | New |
| Abound Wealth Management | 45 | $680 | 0.00% | −11−19.6% | Reduced |
| Golden State Wealth Management, LLC | 58 | $876 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 94 | $1.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 80 | $1.21K | 0.00% | +80 | New |
| Country Trust Bank | 87 | $1.31K | 0.00% | +87 | New |
| GPS Wealth Strategies Group, LLC | 95 | $1.44K | 0.00% | +81+578.6% | Added |
| Financial Network Wealth Advisors LLC | 105 | $1.59K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 107 | $1.62K | 0.00% | +107 | New |
| CVA Family Office, LLC | 115 | $1.74K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 119 | $1.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 125 | $1.89K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 127 | $1.92K | 0.00% | +127 | New |
| First Command Advisory Services, Inc. | 129 | $1.95K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 164 | $2.48K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 165 | $2.49K | 0.00% | −181−52.3% | Reduced |
| Stephens Consulting, LLC | 167 | $2.52K | 0.00% | +167 | New |
| Traub Capital Management LLC | 170 | $2.57K | 0.00% | +170 | New |
| Motco | 187 | $2.83K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 206 | $3.11K | 0.00% | +206 | New |
| Manchester Capital Management LLC | 214 | $3.23K | 0.00% | +144+205.7% | Added |
| WealthCollab, LLC | 226 | $3.42K | 0.00% | +226 | New |
| Brown Brothers Harriman & Co | 239 | $3.61K | 0.00% | +239 | New |
| Clean Yield Group | 250 | $3.78K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 260 | $3.93K | 0.00% | +125+92.6% | Added |
| Ameritas Advisory Services, LLC | 265 | $4.00K | 0.00% | +265 | New |
| Larson Financial Group LLC | 276 | $4.17K | 0.00% | +167+153.2% | Added |
| ORG Wealth Partners, LLC | 277 | $4.18K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 323 | $4.88K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 366 | $5.53K | 0.00% | +366 | New |
| Bell Investment Advisors, Inc | 384 | $5.80K | 0.00% | +109+39.6% | Added |
| Rossby Financial, LCC | 388 | $5.86K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 456 | $6.89K | 0.00% | +248+119.2% | Added |
| WPG Advisers, LLC | 457 | $6.91K | 0.01% | +13+2.9% | Added |
| Raffa Wealth Management, LLC | 471 | $7.12K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 499 | $7.54K | 0.00% | +273+120.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 501 | $7.58K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 561 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 533 | $8.05K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 540 | $8.16K | 0.01% | +540 | New |
| Spire Wealth Management | 564 | $8.52K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 590 | $8.91K | 0.01% | +276+87.9% | Added |
| Albion Financial Group | 644 | $9.73K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 751 | $11.3K | 0.00% | +751 | New |
| Cheviot Value Management, LLC | 728 | $11.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 794 | $12.0K | 0.00% | +794 | New |
| HHM Wealth Advisors, LLC | 806 | $12.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 846 | $12.8K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 848 | $12.8K | 0.00% | +376+79.7% | Added |
| Cornerstone Planning Group LLC | 866 | $13.2K | 0.00% | +133+18.1% | Added |
| GWM Advisors LLC | 942 | $14.2K | 0.00% | +33+3.6% | Added |
| GW&K Investment Management, LLC | 980 | $15.0K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,193 | $18.0K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,217 | $18.4K | 0.01% | +1,209+15,112.5% | Added |
| Rothschild Investment LLC | 1,409 | $21.3K | 0.00% | −133−8.6% | Reduced |
| ORG Partners LLC | 1,505 | $22.7K | 0.00% | +685+83.5% | Added |
| Financial Management Professionals, Inc. | 1,526 | $23.1K | 0.00% | −878−36.5% | Reduced |
| Rise Advisors, LLC | 1,841 | $27.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,837 | $28.0K | 0.00% | −4,235−69.7% | Reduced |
| Addison Advisors LLC | 1,876 | $28.3K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,951 | $29.0K | 0.00% | +649+49.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,979 | $29.9K | 0.00% | +1,227+163.2% | Added |
| Fifth Third Bancorp | 1,994 | $30.1K | 0.00% | +679+51.6% | Added |
| NewSquare Capital LLC | 2,029 | $30.7K | 0.00% | +1,363+204.7% | Added |
| Private Trust Co NA | 2,208 | $33.4K | 0.00% | −126−5.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 2,064 | $33.7K | 0.01% | +2,064 | New |
| Park Square Financial Group, LLC | 2,381 | $36.0K | 0.03% | +513+27.5% | Added |
| JFS Wealth Advisors, LLC | 2,411 | $36.4K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 2,500 | $37.8K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,570 | $38.8K | 0.00% | +2,570 | New |
| Zions Bancorporation, National Association | 2,704 | $40.9K | 0.00% | −33−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,717 | $41.1K | 0.00% | −95−3.4% | Reduced |
| Allworth Financial LP | 2,753 | $41.6K | 0.00% | +955+53.1% | Added |
| CIBC Private Wealth Group, LLC | 2,800 | $42.3K | 0.00% | +242+9.5% | Added |
| IFP Advisors, Inc | 2,840 | $42.9K | 0.00% | −473−14.3% | Reduced |
| Cape Investment Advisory, Inc. | 2,858 | $43.2K | 0.02% | +2,087+270.7% | Added |
| Huntington National Bank | 3,123 | $47.2K | 0.00% | −166−5.0% | Reduced |
| Geneos Wealth Management Inc. | 3,326 | $50.3K | 0.00% | +163+5.2% | Added |
| Richardson Financial Services Inc. | 3,577 | $54.0K | 0.04% | +32+0.9% | Added |
| TD Private Client Wealth LLC | 3,696 | $55.8K | 0.00% | −442−10.7% | Reduced |
| SRS Capital Advisors, Inc. | 3,743 | $56.6K | 0.00% | +2,997+401.7% | Added |
| Rosenberg Matthew Hamilton | 3,827 | $57.8K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 4,000 | $60.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,456 | $67.0K | 0.00% | +4,143+1,323.6% | Added |
| Parkside Financial Bank & Trust | 5,167 | $78.1K | 0.01% | −226−4.2% | Reduced |
| Sierra Ocean, LLC | 5,616 | $84.9K | 0.06% | −180−3.1% | Reduced |
| Paradigm Asset Management Co LLC | 6,300 | $95.2K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 6,916 | $104.5K | 0.00% | +6,049+697.7% | Added |
| Jones Financial Companies LLLP | 7,370 | $112.0K | 0.00% | +4,298+139.9% | Added |
| First Horizon Advisors, Inc. | 7,727 | $116.8K | 0.00% | +4,929+176.2% | Added |
| AXA S.A. | 8,000 | $120.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8,896 | $134.4K | 0.10% | +185+2.1% | Added |
| GeoWealth Management, LLC | 9,017 | $136.2K | 0.01% | +4,319+91.9% | Added |