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 |
|---|---|---|---|---|---|
| Onyx Bridge Wealth Group LLC | 10,000 | $151.1K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,312 | $155.8K | 0.01% | +10,312 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,447 | $157.9K | 0.00% | +10,447 | New |
| D'Orazio & Associates, Inc. | 10,471 | $158.2K | 0.02% | −634−5.7% | Reduced |
| Bryn Mawr Trust Co | 10,536 | $159.2K | 0.00% | 00.0% | Unchanged |
| New Republic Capital, LLC | 10,698 | $161.6K | 0.06% | −1,996−15.7% | Reduced |
| Burns Matteson Capital Management, LLC | 10,746 | $162.4K | 0.08% | +10,746 | New |
| Kathmere Capital Management, LLC | 10,761 | $162.6K | 0.01% | −3,829−26.2% | Reduced |
| Intergy Private Wealth, LLC | 11,011 | $166.4K | 0.06% | +11,011 | New |
| IHT Wealth Management, LLC | 11,127 | $168.1K | 0.00% | +11,127 | New |
| Skopos Labs, Inc. | 11,265 | $170.2K | 0.02% | +5,318+89.4% | Added |
| MAI Capital Management | 11,313 | $170.9K | 0.00% | +11,090+4,973.1% | Added |
| Abel Hall, LLC | 11,433 | $172.8K | 0.08% | −2,843−19.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,613 | $175.5K | 0.00% | −6,983−37.6% | Reduced |
| Commonwealth Equity Services, LLC | 11,623 | $176.0K | 0.00% | −2,003−14.7% | Reduced |
| Aspen Grove Capital, LLC | 11,487 | $176.1K | 0.03% | −504−4.2% | Reduced |
| Flputnam Investment Management Co | 11,716 | $177.0K | 0.00% | +921+8.5% | Added |
| Wealthstream Advisors, Inc. | 11,849 | $179.0K | 0.03% | +244+2.1% | Added |
| Trust Point Inc. | 12,015 | $181.5K | 0.02% | −350−2.8% | Reduced |
| EP Wealth Advisors, LLC | 12,025 | $181.7K | 0.00% | +12,025 | New |
| Summit Trail Advisors, LLC | 11,854 | $182.0K | 0.00% | +200+1.7% | Added |
| Venturi Wealth Management, LLC | 12,206 | $184.4K | 0.01% | +12,206 | New |
| Wrapmanager Inc | 12,265 | $185.3K | 0.05% | −1,080−8.1% | Reduced |
| Clarius Group, LLC | 12,484 | $188.6K | 0.01% | +2,393+23.7% | Added |
| Kovitz Investment Group Partners, LLC | 12,539 | $189.5K | 0.00% | +12,539 | New |
| Canopy Partners, LLC | 12,558 | $189.8K | 0.07% | −58−0.5% | Reduced |
| NewEdge Wealth, LLC | 12,375 | $192.9K | 0.00% | +12,375 | New |
| Sanctuary Advisors, LLC | 12,984 | $196.2K | 0.00% | −1,551−10.7% | Reduced |
| Camden Capital, LLC | 13,327 | $201.4K | 0.02% | +900+7.2% | Added |
| Xponance, Inc. | 13,447 | $203.2K | 0.00% | +208+1.6% | Added |
| Capital Performance Advisors LLP | 13,491 | $203.9K | 0.04% | +3,337+32.9% | Added |
| Acorn Creek Capital LLC | 13,688 | $206.8K | 0.09% | +118+0.9% | Added |
| Ascent Group, LLC | 13,773 | $208.1K | 0.01% | −1,432−9.4% | Reduced |
| Apollon Wealth Management, LLC | 13,807 | $208.6K | 0.00% | +651+4.9% | Added |
| Farther Finance Advisors, LLC | 13,828 | $208.9K | 0.00% | +3,386+32.4% | Added |
| Cromwell Holdings LLC | 13,841 | $209.1K | 0.13% | 00.0% | Unchanged |
| State Street Corp | 13,954 | $210.8K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 14,000 | $211.5K | 0.00% | −12,968−48.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 14,026 | $211.9K | 0.04% | −510−3.5% | Reduced |
| Choate Investment Advisors | 14,062 | $212.5K | 0.00% | −610−4.2% | Reduced |
| Channing Global Advisors, LLC | 14,194 | $214.5K | 0.14% | −472−3.2% | Reduced |
| Natural Investments, LLC | 14,446 | $218.0K | 0.06% | +14,446 | New |
| Shilanski & Associates, Inc. | 14,539 | $219.7K | 0.06% | −93−0.6% | Reduced |
| Coastal Bridge Advisors, LLC | 14,800 | $223.6K | 0.02% | +14,800 | New |
| CWM, LLC | 15,586 | $236.0K | 0.00% | −1,127−6.7% | Reduced |
| Optas, LLC | 15,823 | $239.1K | 0.05% | +2,813+21.6% | Added |
| Aprio Wealth Management, LLC | 15,891 | $240.1K | 0.03% | −4,806−23.2% | Reduced |
| AlphaCore Capital LLC | 15,912 | $240.4K | 0.01% | +15,912 | New |
| Vestmark Advisory Solutions, Inc. | 16,024 | $242.1K | 0.00% | +16,024 | New |
| HighPoint Advisor Group LLC | 16,165 | $244.3K | 0.01% | +44+0.3% | Added |
| Personal Cfo Solutions, LLC | 16,214 | $245.0K | 0.05% | +1,724+11.9% | Added |
| Transamerica Financial Advisors, Inc. | 16,598 | $250.8K | 0.02% | +1,859+12.6% | Added |
| Keel Point, LLC | 16,657 | $251.7K | 0.02% | +361+2.2% | Added |
| Wedmont Private Capital | 16,942 | $252.1K | 0.01% | −218−1.3% | Reduced |
| Umb Bank N A | 16,897 | $255.3K | 0.00% | −8,383−33.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 17,110 | $258.5K | 0.03% | −54,279−76.0% | Reduced |
| Squarepoint Ops LLC | 17,303 | $261.4K | 0.00% | −18,606−51.8% | Reduced |
| Savant Capital, LLC | 17,534 | $264.9K | 0.00% | −1,319−7.0% | Reduced |
| Oppenheimer Asset Management Inc. | 17,686 | $267.2K | 0.00% | +17,686 | New |
| BSW Wealth Partners | 17,843 | $269.6K | 0.04% | −1,809−9.2% | Reduced |
| Jefferies Financial Group Inc. | 18,042 | $272.6K | 0.00% | −955−5.0% | Reduced |
| Werba Rubin Papier Wealth Management | 18,070 | $273.0K | 0.05% | +864+5.0% | Added |
| Sage Mountain Advisors LLC | 18,244 | $275.7K | 0.02% | −1,560−7.9% | Reduced |
| Bleakley Financial Group, LLC | 18,318 | $276.8K | 0.01% | +126+0.7% | Added |
| Syverson Strege & Co | 18,660 | $282.0K | 0.07% | +18,660 | New |
| Sowell Financial Services LLC | 18,699 | $282.5K | 0.01% | +1,094+6.2% | Added |
| Modern Wealth Management, LLC | 18,756 | $283.4K | 0.01% | +24+0.1% | Added |
| Lido Advisors, LLC | 19,003 | $291.4K | 0.00% | −35−0.2% | Reduced |
| Private Advisor Group, LLC | 19,664 | $297.1K | 0.00% | −1,897−8.8% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | $299.2K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 20,507 | $309.9K | 0.01% | +20,507 | New |
| First Affirmative Financial Network | 20,564 | $310.7K | 0.16% | −387−1.8% | Reduced |
| Valeo Financial Advisors, LLC | 20,582 | $311.0K | 0.01% | +483+2.4% | Added |
| Prime Capital Investment Advisors, LLC | 20,626 | $311.7K | 0.00% | −1,803−8.0% | Reduced |
| Ewa, LLC | 21,302 | $321.9K | 0.10% | −153−0.7% | Reduced |
| Drive Wealth Management, LLC | 20,960 | $321.9K | 0.07% | −101−0.5% | Reduced |
| Flow Traders U.S. LLC | 21,321 | $322.0K | 0.01% | +21,321 | New |
| Two Sigma Securities, LLC | 21,475 | $324.5K | 0.04% | +21,475 | New |
| Gladstone Institutional Advisory LLC | 22,045 | $333.1K | 0.01% | −6,894−23.8% | Reduced |
| Keybank National Association | 22,465 | $339.4K | 0.00% | +2,681+13.6% | Added |
| Haven Private, LLC | 22,581 | $341.2K | 0.15% | +22,581 | New |
| Te Ahumairangi Investment Management Ltd | 22,657 | $342.0K | 0.06% | −12,000−34.6% | Reduced |
| Syon Capital LLC | 22,768 | $344.0K | 0.02% | −2,201−8.8% | Reduced |
| Merit Financial Group, LLC | 22,938 | $346.6K | 0.00% | +9,243+67.5% | Added |
| Net Worth Advisory Group | 23,002 | $347.6K | 0.08% | −519−2.2% | Reduced |
| Truist Financial Corp | 23,726 | $358.5K | 0.00% | −334−1.4% | Reduced |
| West Family Investments, Inc. | 24,011 | $362.8K | 0.09% | +8,681+56.6% | Added |
| Ronald Blue Trust, Inc. | 24,020 | $362.9K | 0.00% | +6,586+37.8% | Added |
| Pzena Investment Management LLC | 24,052 | $363.4K | 0.00% | +1,918+8.7% | Added |
| Seeds Investor LLC | 24,092 | $364.0K | 0.09% | −1,836−7.1% | Reduced |
| Dakota Wealth Management | 24,243 | $366.3K | 0.01% | +9,605+65.6% | Added |
| Five Oceans Advisors | 24,405 | $368.8K | 0.16% | −1,002−3.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 24,242 | $370.4K | 0.00% | +2,816+13.1% | Added |
| Bridgewater Advisors Inc. | 24,221 | $373.2K | 0.03% | +145+0.6% | Added |
| Sagespring Wealth Partners, LLC | 25,123 | $379.6K | 0.01% | +4,392+21.2% | Added |
| Atlas Capital Advisors LLC | 25,151 | $380.0K | 0.05% | −6,170−19.7% | Reduced |
| Csenge Advisory Group | 25,120 | $387.1K | 0.02% | −53−0.2% | Reduced |
| Traveka Wealth, LLC | 25,667 | $387.8K | 0.21% | −2,245−8.0% | Reduced |
| Virtu Financial LLC | 25,735 | $389.0K | 0.02% | +25,735 | New |
| Louisbourg Investments Inc. | 26,652 | $402.7K | 0.09% | 00.0% | Unchanged |