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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 27,452 | $414.8K | 0.00% | +9,123+49.8% | Added |
| Diversify Advisory Services, LLC | 25,673 | $418.7K | 0.02% | +5,009+24.2% | Added |
| Jane Street Group, LLC | 27,824 | $420.4K | 0.00% | −53,340−65.7% | Reduced |
| Shelton Capital Management | 27,994 | $423.0K | 0.01% | −179−0.6% | Reduced |
| Bailard, Inc. | 28,246 | $426.8K | 0.01% | +842+3.1% | Added |
| Schroder Investment Management Group | 28,574 | $431.8K | 0.00% | −28−0.1% | Reduced |
| GAMMA Investing LLC | 29,182 | $440.9K | 0.03% | +1,439+5.2% | Added |
| Global Retirement Partners, LLC | 29,254 | $442.0K | 0.01% | +29,254 | New |
| Gallacher Capital Management LLC | 29,310 | $442.9K | 0.20% | +433+1.5% | Added |
| Pitcairn Co | 30,412 | $459.5K | 0.03% | −7,151−19.0% | Reduced |
| Versant Capital Management, Inc | 30,563 | $461.8K | 0.07% | −2,264−6.9% | Reduced |
| Integrated Wealth Concepts LLC | 31,350 | $473.7K | 0.00% | −1,036−3.2% | Reduced |
| EverSource Wealth Advisors, LLC | 32,122 | $485.3K | 0.02% | +24,384+315.1% | Added |
| Sivia Capital Partners, LLC | 32,398 | $489.5K | 0.17% | +9,876+43.9% | Added |
| Summit Global Investments | 32,487 | $491.0K | 0.03% | −71,810−68.9% | Reduced |
| Mather Group, LLC. | 32,709 | $494.2K | 0.01% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 33,290 | $503.0K | 0.00% | −425−1.3% | Reduced |
| Lazard Asset Management LLC | 34,528 | $521.0K | 0.00% | +454+1.3% | Added |
| Sage Rhino Capital LLC | 35,383 | $534.6K | 0.11% | −376−1.1% | Reduced |
| Colony Group, LLC | 35,488 | $536.2K | 0.00% | +17,235+94.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 35,578 | $537.6K | 0.07% | +3,335+10.3% | Added |
| Cordatus Wealth Management LLC | 36,016 | $544.0K | 0.13% | −847−2.3% | Reduced |
| ICONIQ Capital, LLC | 36,510 | $551.7K | 0.01% | −7,418−16.9% | Reduced |
| Westwood Holdings Group Inc. | 36,940 | $558.2K | 0.00% | −1,687−4.4% | Reduced |
| Covenant Partners, LLC | 37,262 | $563.0K | 0.17% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 37,303 | $563.6K | 0.01% | −1,323−3.4% | Reduced |
| Acadian Asset Management LLC | 38,549 | $581.0K | 0.00% | −1,025−2.6% | Reduced |
| Barometer Capital Management Inc. | 39,554 | $597.7K | 0.17% | +8,700+28.2% | Added |
| Kestra Advisory Services, LLC | 41,206 | $622.6K | 0.00% | +26,851+187.0% | Added |
| RNC Capital Management LLC | 41,763 | $631.0K | 0.03% | +4,955+13.5% | Added |
| Summit Financial, LLC | 42,143 | $636.8K | 0.01% | +5,343+14.5% | Added |
| Ellevest, Inc. | 42,356 | $640.0K | 0.10% | −14,253−25.2% | Reduced |
| Citigroup Inc | 43,117 | $651.5K | 0.00% | −2,481−5.4% | Reduced |
| Gradient Investments LLC | 43,326 | $654.7K | 0.01% | +8,508+24.4% | Added |
| Smartleaf Asset Management LLC | 44,278 | $673.0K | 0.06% | −1,665−3.6% | Reduced |
| Captrust Financial Advisors | 45,034 | $680.5K | 0.00% | −1,846−3.9% | Reduced |
| Banco Santander, S.A. | 46,140 | $697.2K | 0.01% | +10,150+28.2% | Added |
| Checchi Capital Advisers, LLC | 46,310 | $699.7K | 0.05% | −3,321−6.7% | Reduced |
| PDS Planning, Inc | 47,050 | $710.9K | 0.05% | +1,051+2.3% | Added |
| Avantax Advisory Services, Inc. | 47,606 | $719.3K | 0.00% | +15,107+46.5% | Added |
| Schonfeld Strategic Advisors LLC | 48,675 | $735.5K | 0.01% | +48,675 | New |
| Atria Investments LLC | 53,017 | $801.1K | 0.01% | +5,473+11.5% | Added |
| Capital Insight Partners, LLC | 53,223 | $804.2K | 0.14% | +2,095+4.1% | Added |
| RSM US Wealth Management LLC | 53,815 | $813.1K | 0.01% | +2,374+4.6% | Added |
| Coldstream Capital Management Inc | 53,257 | $813.2K | 0.01% | +32,373+155.0% | Added |
| Parallel Advisors, LLC | 55,008 | $831.2K | 0.02% | −226−0.4% | Reduced |
| Johnson Investment Counsel Inc | 56,346 | $851.4K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 56,554 | $854.5K | 0.17% | −1,100−1.9% | Reduced |
| Glenmede Investment Management, LP | 56,949 | $860.5K | 0.00% | +56,949 | New |
| M&T Bank Corp | 57,867 | $874.7K | 0.00% | +7,929+15.9% | Added |
| Mission Wealth Management, LP | 58,132 | $878.4K | 0.02% | +1,834+3.3% | Added |
| Principal Street Partners, LLC | 58,268 | $880.4K | 0.09% | +29,134+100.0% | Added |
| Assetmark, Inc | 58,805 | $888.5K | 0.00% | +28,217+92.2% | Added |
| Rockefeller Capital Management L.P. | 61,153 | $924.0K | 0.00% | +8,992+17.2% | Added |
| Aaron Wealth Advisors | 61,405 | $927.8K | 0.09% | +4,970+8.8% | Added |
| Ieq Capital, LLC | 62,636 | $946.4K | 0.01% | +18,234+41.1% | Added |
| Walleye Capital LLC | 63,217 | $955.2K | 0.01% | +63,217 | New |
| 1832 Asset Management L.P. | 63,295 | $956.4K | 0.00% | −1,490−2.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 65,854 | $995.1K | 0.08% | +1,673+2.6% | Added |
| AdvisorShares Investments LLC | 67,819 | $1.02M | 0.18% | +10,572+18.5% | Added |
| Dorsey & Whitney Trust CO LLC | 69,780 | $1.05M | 0.06% | −5,685−7.5% | Reduced |
| XTX Topco Ltd | 69,842 | $1.06M | 0.04% | +69,842 | New |
| Ballentine Partners, LLC | 70,886 | $1.07M | 0.02% | +1,474+2.1% | Added |
| Neuberger Berman Group LLC | 73,962 | $1.12M | 0.00% | +4,619+6.7% | Added |
| Yousif Capital Management, LLC | 75,449 | $1.14M | 0.01% | +1,554+2.1% | Added |
| Lockheed Martin Investment Management Co | 76,000 | $1.15M | 0.04% | −45,560−37.5% | Reduced |
| Atomi Financial Group, Inc. | 77,521 | $1.17M | 0.04% | −32,186−29.3% | Reduced |
| United Capital Financial Advisers, LLC | 80,185 | $1.21M | 0.01% | −7,089−8.1% | Reduced |
| Verition Fund Management LLC | 80,482 | $1.22M | 0.01% | +5,174+6.9% | Added |
| Advisors Asset Management, Inc. | 82,101 | $1.24M | 0.02% | +14,867+22.1% | Added |
| Evergreen Capital Management LLC | 83,255 | $1.26M | 0.04% | +15,431+22.8% | Added |
| Quantbot Technologies LP | 85,009 | $1.28M | 0.03% | +85,009 | New |
| Diversify Wealth Management, LLC | 80,550 | $1.31M | 0.08% | +12,654+18.6% | Added |
| CI Private Wealth, LLC | 90,627 | $1.37M | 0.00% | −1,940−2.1% | Reduced |
| Sequoia Financial Advisors, LLC | 90,895 | $1.37M | 0.01% | +2,402+2.7% | Added |
| Seldon Capital LP | 92,885 | $1.40M | 0.61% | +92,885 | New |
| Pekin Hardy Strauss, Inc. | 93,850 | $1.42M | 0.16% | −8,500−8.3% | Reduced |
| Cubist Systematic Strategies, LLC | 96,208 | $1.45M | 0.02% | +96,208 | New |
| Dorsey Wright & Associates | 97,309 | $1.47M | 0.35% | −62,053−38.9% | Reduced |
| Russell Investments Group, Ltd. | 99,889 | $1.51M | 0.00% | +12,537+14.4% | Added |
| Campbell & CO Investment Adviser LLC | 100,790 | $1.52M | 0.10% | +100,790 | New |
| Brinker Capital Investments, LLC | 101,046 | $1.53M | 0.01% | +551+0.5% | Added |
| Principal Securities, Inc. | 108,501 | $1.64M | 0.03% | +12,325+12.8% | Added |
| Bank of Montreal | 110,197 | $1.67M | 0.00% | +4,036+3.8% | Added |
| CIBC Asset Management Inc | 119,643 | $1.76M | 0.01% | +1,383+1.2% | Added |
| Franklin Resources Inc | 116,965 | $1.77M | 0.00% | +14,477+14.1% | Added |
| Rhumbline Advisers | 120,889 | $1.83M | 0.00% | −4,466−3.6% | Reduced |
| Ritholtz Wealth Management | 127,335 | $1.92M | 0.04% | −10,583−7.7% | Reduced |
| William Blair Investment Management, LLC | 131,226 | $1.98M | 0.01% | −70,920−35.1% | Reduced |
| Calamos Wealth Management LLC | 138,896 | $2.10M | 0.09% | −36,108−20.6% | Reduced |
| Vise Technologies, Inc. | 146,090 | $2.21M | 0.09% | +146,090 | New |
| Parr McKnight Wealth Management Group, LLC | 149,210 | $2.25M | 0.31% | +2,875+2.0% | Added |
| Naviter Wealth, LLC | 151,031 | $2.28M | 0.28% | +5,911+4.1% | Added |
| Wetherby Asset Management Inc | 157,509 | $2.38M | 0.11% | +157,509 | New |
| Raymond James Financial Inc | 163,866 | $2.48M | 0.00% | +44,233+37.0% | Added |
| MML Investors Services, LLC | 165,142 | $2.50M | 0.01% | +36,504+28.4% | Added |
| BTC Capital Management, Inc. | 166,010 | $2.51M | 0.20% | +7,000+4.4% | Added |
| Calamos Advisors LLC | 168,076 | $2.54M | 0.01% | −164,075−49.4% | Reduced |
| Myriad Asset Management US LP | 169,492 | $2.56M | 1.70% | +169,492 | New |
| Greenleaf Trust | 170,092 | $2.57M | 0.02% | −356−0.2% | Reduced |