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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 83,255 | $1.26M | 0.04% | +15,431+22.8% | Added |
| Advisors Asset Management, Inc. | 82,101 | $1.24M | 0.02% | +14,867+22.1% | Added |
| Verition Fund Management LLC | 80,482 | $1.22M | 0.01% | +5,174+6.9% | Added |
| United Capital Financial Advisers, LLC | 80,185 | $1.21M | 0.01% | −7,089−8.1% | Reduced |
| Atomi Financial Group, Inc. | 77,521 | $1.17M | 0.04% | −32,186−29.3% | Reduced |
| Lockheed Martin Investment Management Co | 76,000 | $1.15M | 0.04% | −45,560−37.5% | Reduced |
| Yousif Capital Management, LLC | 75,449 | $1.14M | 0.01% | +1,554+2.1% | Added |
| Neuberger Berman Group LLC | 73,962 | $1.12M | 0.00% | +4,619+6.7% | Added |
| Ballentine Partners, LLC | 70,886 | $1.07M | 0.02% | +1,474+2.1% | Added |
| XTX Topco Ltd | 69,842 | $1.06M | 0.04% | +69,842 | New |
| Dorsey & Whitney Trust CO LLC | 69,780 | $1.05M | 0.06% | −5,685−7.5% | Reduced |
| AdvisorShares Investments LLC | 67,819 | $1.02M | 0.18% | +10,572+18.5% | Added |
| Mount Yale Investment Advisors, LLC | 65,854 | $995.1K | 0.08% | +1,673+2.6% | Added |
| 1832 Asset Management L.P. | 63,295 | $956.4K | 0.00% | −1,490−2.3% | Reduced |
| Walleye Capital LLC | 63,217 | $955.2K | 0.01% | +63,217 | New |
| Ieq Capital, LLC | 62,636 | $946.4K | 0.01% | +18,234+41.1% | Added |
| Aaron Wealth Advisors | 61,405 | $927.8K | 0.09% | +4,970+8.8% | Added |
| Rockefeller Capital Management L.P. | 61,153 | $924.0K | 0.00% | +8,992+17.2% | Added |
| Assetmark, Inc | 58,805 | $888.5K | 0.00% | +28,217+92.2% | Added |
| Principal Street Partners, LLC | 58,268 | $880.4K | 0.09% | +29,134+100.0% | Added |
| Mission Wealth Management, LP | 58,132 | $878.4K | 0.02% | +1,834+3.3% | Added |
| M&T Bank Corp | 57,867 | $874.7K | 0.00% | +7,929+15.9% | Added |
| Glenmede Investment Management, LP | 56,949 | $860.5K | 0.00% | +56,949 | New |
| Investors Research Corp | 56,554 | $854.5K | 0.17% | −1,100−1.9% | Reduced |
| Johnson Investment Counsel Inc | 56,346 | $851.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 55,008 | $831.2K | 0.02% | −226−0.4% | Reduced |
| Coldstream Capital Management Inc | 53,257 | $813.2K | 0.01% | +32,373+155.0% | Added |
| RSM US Wealth Management LLC | 53,815 | $813.1K | 0.01% | +2,374+4.6% | Added |
| Capital Insight Partners, LLC | 53,223 | $804.2K | 0.14% | +2,095+4.1% | Added |
| Atria Investments LLC | 53,017 | $801.1K | 0.01% | +5,473+11.5% | Added |
| Schonfeld Strategic Advisors LLC | 48,675 | $735.5K | 0.01% | +48,675 | New |
| Avantax Advisory Services, Inc. | 47,606 | $719.3K | 0.00% | +15,107+46.5% | Added |
| PDS Planning, Inc | 47,050 | $710.9K | 0.05% | +1,051+2.3% | Added |
| Checchi Capital Advisers, LLC | 46,310 | $699.7K | 0.05% | −3,321−6.7% | Reduced |
| Banco Santander, S.A. | 46,140 | $697.2K | 0.01% | +10,150+28.2% | Added |
| Captrust Financial Advisors | 45,034 | $680.5K | 0.00% | −1,846−3.9% | Reduced |
| Smartleaf Asset Management LLC | 44,278 | $673.0K | 0.06% | −1,665−3.6% | Reduced |
| Gradient Investments LLC | 43,326 | $654.7K | 0.01% | +8,508+24.4% | Added |
| Citigroup Inc | 43,117 | $651.5K | 0.00% | −2,481−5.4% | Reduced |
| Ellevest, Inc. | 42,356 | $640.0K | 0.10% | −14,253−25.2% | Reduced |
| Summit Financial, LLC | 42,143 | $636.8K | 0.01% | +5,343+14.5% | Added |
| RNC Capital Management LLC | 41,763 | $631.0K | 0.03% | +4,955+13.5% | Added |
| Kestra Advisory Services, LLC | 41,206 | $622.6K | 0.00% | +26,851+187.0% | Added |
| Barometer Capital Management Inc. | 39,554 | $597.7K | 0.17% | +8,700+28.2% | Added |
| Acadian Asset Management LLC | 38,549 | $581.0K | 0.00% | −1,025−2.6% | Reduced |
| Prospera Financial Services Inc | 37,303 | $563.6K | 0.01% | −1,323−3.4% | Reduced |
| Covenant Partners, LLC | 37,262 | $563.0K | 0.17% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 36,940 | $558.2K | 0.00% | −1,687−4.4% | Reduced |
| ICONIQ Capital, LLC | 36,510 | $551.7K | 0.01% | −7,418−16.9% | Reduced |
| Cordatus Wealth Management LLC | 36,016 | $544.0K | 0.13% | −847−2.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 35,578 | $537.6K | 0.07% | +3,335+10.3% | Added |
| Colony Group, LLC | 35,488 | $536.2K | 0.00% | +17,235+94.4% | Added |
| Sage Rhino Capital LLC | 35,383 | $534.6K | 0.11% | −376−1.1% | Reduced |
| Lazard Asset Management LLC | 34,528 | $521.0K | 0.00% | +454+1.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 33,290 | $503.0K | 0.00% | −425−1.3% | Reduced |
| Mather Group, LLC. | 32,709 | $494.2K | 0.01% | 00.0% | Unchanged |
| Summit Global Investments | 32,487 | $491.0K | 0.03% | −71,810−68.9% | Reduced |
| Sivia Capital Partners, LLC | 32,398 | $489.5K | 0.17% | +9,876+43.9% | Added |
| EverSource Wealth Advisors, LLC | 32,122 | $485.3K | 0.02% | +24,384+315.1% | Added |
| Integrated Wealth Concepts LLC | 31,350 | $473.7K | 0.00% | −1,036−3.2% | Reduced |
| Versant Capital Management, Inc | 30,563 | $461.8K | 0.07% | −2,264−6.9% | Reduced |
| Pitcairn Co | 30,412 | $459.5K | 0.03% | −7,151−19.0% | Reduced |
| Gallacher Capital Management LLC | 29,310 | $442.9K | 0.20% | +433+1.5% | Added |
| Global Retirement Partners, LLC | 29,254 | $442.0K | 0.01% | +29,254 | New |
| GAMMA Investing LLC | 29,182 | $440.9K | 0.03% | +1,439+5.2% | Added |
| Schroder Investment Management Group | 28,574 | $431.8K | 0.00% | −28−0.1% | Reduced |
| Bailard, Inc. | 28,246 | $426.8K | 0.01% | +842+3.1% | Added |
| Shelton Capital Management | 27,994 | $423.0K | 0.01% | −179−0.6% | Reduced |
| Jane Street Group, LLC | 27,824 | $420.4K | 0.00% | −53,340−65.7% | Reduced |
| Diversify Advisory Services, LLC | 25,673 | $418.7K | 0.02% | +5,009+24.2% | Added |
| HB Wealth Management, LLC | 27,452 | $414.8K | 0.00% | +9,123+49.8% | Added |
| Louisbourg Investments Inc. | 26,652 | $402.7K | 0.09% | 00.0% | Unchanged |
| Virtu Financial LLC | 25,735 | $389.0K | 0.02% | +25,735 | New |
| Traveka Wealth, LLC | 25,667 | $387.8K | 0.21% | −2,245−8.0% | Reduced |
| Csenge Advisory Group | 25,120 | $387.1K | 0.02% | −53−0.2% | Reduced |
| Atlas Capital Advisors LLC | 25,151 | $380.0K | 0.05% | −6,170−19.7% | Reduced |
| Sagespring Wealth Partners, LLC | 25,123 | $379.6K | 0.01% | +4,392+21.2% | Added |
| Bridgewater Advisors Inc. | 24,221 | $373.2K | 0.03% | +145+0.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 24,242 | $370.4K | 0.00% | +2,816+13.1% | Added |
| Five Oceans Advisors | 24,405 | $368.8K | 0.16% | −1,002−3.9% | Reduced |
| Dakota Wealth Management | 24,243 | $366.3K | 0.01% | +9,605+65.6% | Added |
| Seeds Investor LLC | 24,092 | $364.0K | 0.09% | −1,836−7.1% | Reduced |
| Pzena Investment Management LLC | 24,052 | $363.4K | 0.00% | +1,918+8.7% | Added |
| Ronald Blue Trust, Inc. | 24,020 | $362.9K | 0.00% | +6,586+37.8% | Added |
| West Family Investments, Inc. | 24,011 | $362.8K | 0.09% | +8,681+56.6% | Added |
| Truist Financial Corp | 23,726 | $358.5K | 0.00% | −334−1.4% | Reduced |
| Net Worth Advisory Group | 23,002 | $347.6K | 0.08% | −519−2.2% | Reduced |
| Merit Financial Group, LLC | 22,938 | $346.6K | 0.00% | +9,243+67.5% | Added |
| Syon Capital LLC | 22,768 | $344.0K | 0.02% | −2,201−8.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 22,657 | $342.0K | 0.06% | −12,000−34.6% | Reduced |
| Haven Private, LLC | 22,581 | $341.2K | 0.15% | +22,581 | New |
| Keybank National Association | 22,465 | $339.4K | 0.00% | +2,681+13.6% | Added |
| Gladstone Institutional Advisory LLC | 22,045 | $333.1K | 0.01% | −6,894−23.8% | Reduced |
| Two Sigma Securities, LLC | 21,475 | $324.5K | 0.04% | +21,475 | New |
| Flow Traders U.S. LLC | 21,321 | $322.0K | 0.01% | +21,321 | New |
| Drive Wealth Management, LLC | 20,960 | $321.9K | 0.07% | −101−0.5% | Reduced |
| Ewa, LLC | 21,302 | $321.9K | 0.10% | −153−0.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 20,626 | $311.7K | 0.00% | −1,803−8.0% | Reduced |
| Valeo Financial Advisors, LLC | 20,582 | $311.0K | 0.01% | +483+2.4% | Added |
| First Affirmative Financial Network | 20,564 | $310.7K | 0.16% | −387−1.8% | Reduced |