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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 170,397 | $2.57M | 0.03% | +59,259+53.3% | Added |
| The PNC Financial Services Group, Inc. | 182,905 | $2.76M | 0.00% | +5,352+3.0% | Added |
| Ameriprise Financial Inc | 201,936 | $3.05M | 0.00% | +5,616+2.9% | Added |
| National Bank of Canada | 205,071 | $3.10M | 0.00% | +204,800+75,572.0% | Added |
| Forum Financial Management, LP | 209,587 | $3.17M | 0.05% | −12,533−5.6% | Reduced |
| Mercer Global Advisors Inc | 212,842 | $3.22M | 0.01% | −33,749−13.7% | Reduced |
| Signaturefd, LLC | 215,418 | $3.25M | 0.06% | −7,930−3.6% | Reduced |
| Allianz SE | 220,000 | $3.32M | 0.08% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 221,149 | $3.34M | 0.03% | +26,173+13.4% | Added |
| Gilman Hill Asset Management, LLC | 226,274 | $3.42M | 0.56% | +4,180+1.9% | Added |
| HighTower Advisors, LLC | 237,619 | $3.59M | 0.00% | −16,721−6.6% | Reduced |
| Callan Family Office, LLC | 242,112 | $3.66M | 0.12% | +111,876+85.9% | Added |
| JustInvest LLC | 251,199 | $3.80M | 0.04% | +5,857+2.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 252,955 | $3.80M | 0.03% | +93,000+58.1% | Added |
| Federated Hermes, Inc. | 253,494 | $3.83M | 0.01% | +68,764+37.2% | Added |
| Point72 Asset Management, L.P. | 254,666 | $3.85M | 0.01% | +254,666 | New |
| First Trust Advisors LP | 263,930 | $3.99M | 0.00% | −26,187−9.0% | Reduced |
| Augustine Asset Management Inc | 265,547 | $4.01M | 1.07% | +5,683+2.2% | Added |
| D. E. Shaw & Co., Inc. | 269,294 | $4.07M | 0.00% | +269,294 | New |
| Quadrant Capital Group LLC | 277,252 | $4.19M | 0.15% | −7,510−2.6% | Reduced |
| Cetera Investment Advisers | 282,078 | $4.26M | 0.01% | +26,499+10.4% | Added |
| SEI Investments Co | 293,729 | $4.44M | 0.01% | +105,752+56.3% | Added |
| Causeway Capital Management LLC | 301,796 | $4.56M | 0.07% | +301,796 | New |
| Moran Wealth Management, LLC | 310,086 | $4.69M | 0.15% | +8,511+2.8% | Added |
| Eagle Global Advisors LLC | 311,000 | $4.70M | 0.19% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 317,513 | $4.80M | 0.01% | −22,379−6.6% | Reduced |
| Ethic Inc. | 357,897 | $5.44M | 0.10% | −34,776−8.9% | Reduced |
| AQR Capital Management LLC | 368,987 | $5.58M | 0.00% | +191,738+108.2% | Added |
| US Bancorp | 370,368 | $5.60M | 0.01% | +8,722+2.4% | Added |
| Massachusetts Financial Services Co | 379,185 | $5.73M | 0.00% | +96,822+34.3% | Added |
| Mariner, LLC | 380,533 | $5.75M | 0.01% | −17,560−4.4% | Reduced |
| Boston Partners | 418,390 | $6.32M | 0.01% | −3,093−0.7% | Reduced |
| QRG Capital Management, Inc. | 424,036 | $6.41M | 0.06% | −94,537−18.2% | Reduced |
| Tudor Investment Corp Et Al | 436,288 | $6.59M | 0.05% | +436,288 | New |
| Cerity Partners LLC | 458,927 | $6.93M | 0.01% | −9,283−2.0% | Reduced |
| UBS Group AG | 463,502 | $7.00M | 0.00% | −433,419−48.3% | Reduced |
| Stifel Financial Corp | 471,176 | $7.12M | 0.01% | +44,194+10.4% | Added |
| Pathstone Holdings, LLC | 472,246 | $7.14M | 0.03% | −1,208−0.3% | Reduced |
| Creative Planning | 495,765 | $7.49M | 0.01% | −75,782−13.3% | Reduced |
| Massar Capital Management, LP | 500,000 | $7.55M | 5.67% | +500,000 | New |
| Ramirez Asset Management, Inc. | 505,871 | $7.64M | 1.16% | +96,473+23.6% | Added |
| LPL Financial LLC | 529,444 | $8.00M | 0.00% | +84,090+18.9% | Added |
| Crossmark Global Holdings, Inc. | 532,443 | $8.05M | 0.13% | +33,841+6.8% | Added |
| Westfield Capital Management Co LP | 541,882 | $8.19M | 0.03% | +541,882 | New |
| CIBC World Markets Inc. | 554,918 | $8.38M | 0.02% | −2,795−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 548,474 | $8.46M | 0.02% | +490,506+846.2% | Added |
| Capital Wealth Planning, LLC | 597,575 | $9.03M | 0.07% | +325,767+119.9% | Added |
| O'Shaughnessy Asset Management, LLC | 600,355 | $9.07M | 0.06% | −31,340−5.0% | Reduced |
| Royal Bank of Canada | 623,557 | $9.42M | 0.00% | +45,077+7.8% | Added |
| Charles Schwab Investment Management Inc | 631,310 | $9.54M | 0.00% | +52,033+9.0% | Added |
| Bank of New York Mellon Corp | 638,408 | $9.65M | 0.00% | −32,278−4.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 649,227 | $9.80M | 0.02% | −16,722−2.5% | Reduced |
| Anderson Hoagland & Co | 788,850 | $11.9M | 1.14% | −43,007−5.2% | Reduced |
| Quantinno Capital Management LP | 918,216 | $13.9M | 0.06% | +194,787+26.9% | Added |
| Invesco Ltd. | 964,866 | $14.6M | 0.00% | +46,576+5.1% | Added |
| Millennium Management LLC | 976,618 | $14.8M | 0.01% | +940,790+2,625.9% | Added |
| JPMorgan Chase & Co | 1,190,566 | $18.0M | 0.00% | +1,026+0.1% | Added |
| Natixis Advisors, L.P. | 1,200,502 | $18.1M | 0.03% | −238,695−16.6% | Reduced |
| Fisher Asset Management, LLC | 1,357,193 | $20.5M | 0.01% | +785,443+137.4% | Added |
| American Century Companies Inc | 1,742,585 | $26.3M | 0.01% | +137,470+8.6% | Added |
| Bank of America Corp | 1,921,712 | $29.0M | 0.00% | +81,103+4.4% | Added |
| Wells Fargo & Company | 2,017,709 | $30.5M | 0.01% | +27,701+1.4% | Added |
| Renaissance Technologies LLC | 2,070,773 | $31.3M | 0.04% | +428,303+26.1% | Added |
| Envestnet Asset Management Inc | 2,302,411 | $34.8M | 0.01% | +378,909+19.7% | Added |
| Dimensional Fund Advisors LP | 2,877,011 | $43.5M | 0.01% | −8,900−0.3% | Reduced |
| Northern Trust Corp | 5,595,165 | $84.5M | 0.01% | +406,348+7.8% | Added |
| Clark Capital Management Group, Inc. | 6,517,672 | $98.5M | 0.68% | +21,412+0.3% | Added |
| BlackRock, Inc. | 6,867,650 | $103.8M | 0.00% | −93,752−1.3% | Reduced |
| FMR LLC | 9,684,069 | $146.3M | 0.01% | +43,380+0.4% | Added |
| Goldman Sachs Group Inc | 10,672,402 | $161.3M | 0.03% | −598,959−5.3% | Reduced |
| Morgan Stanley | 31,256,899 | $472.3M | 0.03% | −3,828,867−10.9% | Reduced |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −242,300−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −355,750−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −142,384−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −85,910−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −78,788−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −57,884−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −39,799−100.0% | Sold out |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −25,047−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −24,467−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −19,332−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −17,536−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −16,582−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −16,017−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −15,348−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −14,891−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −11,204−100.0% | Sold out |
| Baron Wealth Management LLC | 0 | $0 | 0.00% | −10,295−100.0% | Sold out |
| Seven Mile Advisory | 0 | $0 | 0.00% | −10,029−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −7,528−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −7,431−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −1,712−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Mattson Financial Services, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −86−100.0% | Sold out |