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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 20,507 | $309.9K | 0.01% | +20,507 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | $299.2K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 19,664 | $297.1K | 0.00% | −1,897−8.8% | Reduced |
| Lido Advisors, LLC | 19,003 | $291.4K | 0.00% | −35−0.2% | Reduced |
| Modern Wealth Management, LLC | 18,756 | $283.4K | 0.01% | +24+0.1% | Added |
| Sowell Financial Services LLC | 18,699 | $282.5K | 0.01% | +1,094+6.2% | Added |
| Syverson Strege & Co | 18,660 | $282.0K | 0.07% | +18,660 | New |
| Bleakley Financial Group, LLC | 18,318 | $276.8K | 0.01% | +126+0.7% | Added |
| Sage Mountain Advisors LLC | 18,244 | $275.7K | 0.02% | −1,560−7.9% | Reduced |
| Werba Rubin Papier Wealth Management | 18,070 | $273.0K | 0.05% | +864+5.0% | Added |
| Jefferies Financial Group Inc. | 18,042 | $272.6K | 0.00% | −955−5.0% | Reduced |
| BSW Wealth Partners | 17,843 | $269.6K | 0.04% | −1,809−9.2% | Reduced |
| Oppenheimer Asset Management Inc. | 17,686 | $267.2K | 0.00% | +17,686 | New |
| Savant Capital, LLC | 17,534 | $264.9K | 0.00% | −1,319−7.0% | Reduced |
| Squarepoint Ops LLC | 17,303 | $261.4K | 0.00% | −18,606−51.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 17,110 | $258.5K | 0.03% | −54,279−76.0% | Reduced |
| Umb Bank N A | 16,897 | $255.3K | 0.00% | −8,383−33.2% | Reduced |
| Wedmont Private Capital | 16,942 | $252.1K | 0.01% | −218−1.3% | Reduced |
| Keel Point, LLC | 16,657 | $251.7K | 0.02% | +361+2.2% | Added |
| Transamerica Financial Advisors, Inc. | 16,598 | $250.8K | 0.02% | +1,859+12.6% | Added |
| Personal Cfo Solutions, LLC | 16,214 | $245.0K | 0.05% | +1,724+11.9% | Added |
| HighPoint Advisor Group LLC | 16,165 | $244.3K | 0.01% | +44+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 16,024 | $242.1K | 0.00% | +16,024 | New |
| AlphaCore Capital LLC | 15,912 | $240.4K | 0.01% | +15,912 | New |
| Aprio Wealth Management, LLC | 15,891 | $240.1K | 0.03% | −4,806−23.2% | Reduced |
| Optas, LLC | 15,823 | $239.1K | 0.05% | +2,813+21.6% | Added |
| CWM, LLC | 15,586 | $236.0K | 0.00% | −1,127−6.7% | Reduced |
| Coastal Bridge Advisors, LLC | 14,800 | $223.6K | 0.02% | +14,800 | New |
| Shilanski & Associates, Inc. | 14,539 | $219.7K | 0.06% | −93−0.6% | Reduced |
| Natural Investments, LLC | 14,446 | $218.0K | 0.06% | +14,446 | New |
| Channing Global Advisors, LLC | 14,194 | $214.5K | 0.14% | −472−3.2% | Reduced |
| Choate Investment Advisors | 14,062 | $212.5K | 0.00% | −610−4.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 14,026 | $211.9K | 0.04% | −510−3.5% | Reduced |
| Pensionmark Financial Group, LLC | 14,000 | $211.5K | 0.00% | −12,968−48.1% | Reduced |
| State Street Corp | 13,954 | $210.8K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 13,841 | $209.1K | 0.13% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13,828 | $208.9K | 0.00% | +3,386+32.4% | Added |
| Apollon Wealth Management, LLC | 13,807 | $208.6K | 0.00% | +651+4.9% | Added |
| Ascent Group, LLC | 13,773 | $208.1K | 0.01% | −1,432−9.4% | Reduced |
| Acorn Creek Capital LLC | 13,688 | $206.8K | 0.09% | +118+0.9% | Added |
| Capital Performance Advisors LLP | 13,491 | $203.9K | 0.04% | +3,337+32.9% | Added |
| Xponance, Inc. | 13,447 | $203.2K | 0.00% | +208+1.6% | Added |
| Camden Capital, LLC | 13,327 | $201.4K | 0.02% | +900+7.2% | Added |
| Sanctuary Advisors, LLC | 12,984 | $196.2K | 0.00% | −1,551−10.7% | Reduced |
| NewEdge Wealth, LLC | 12,375 | $192.9K | 0.00% | +12,375 | New |
| Canopy Partners, LLC | 12,558 | $189.8K | 0.07% | −58−0.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,539 | $189.5K | 0.00% | +12,539 | New |
| Clarius Group, LLC | 12,484 | $188.6K | 0.01% | +2,393+23.7% | Added |
| Wrapmanager Inc | 12,265 | $185.3K | 0.05% | −1,080−8.1% | Reduced |
| Venturi Wealth Management, LLC | 12,206 | $184.4K | 0.01% | +12,206 | New |
| Summit Trail Advisors, LLC | 11,854 | $182.0K | 0.00% | +200+1.7% | Added |
| EP Wealth Advisors, LLC | 12,025 | $181.7K | 0.00% | +12,025 | New |
| Trust Point Inc. | 12,015 | $181.5K | 0.02% | −350−2.8% | Reduced |
| Wealthstream Advisors, Inc. | 11,849 | $179.0K | 0.03% | +244+2.1% | Added |
| Flputnam Investment Management Co | 11,716 | $177.0K | 0.00% | +921+8.5% | Added |
| Aspen Grove Capital, LLC | 11,487 | $176.1K | 0.03% | −504−4.2% | Reduced |
| Commonwealth Equity Services, LLC | 11,623 | $176.0K | 0.00% | −2,003−14.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,613 | $175.5K | 0.00% | −6,983−37.6% | Reduced |
| Abel Hall, LLC | 11,433 | $172.8K | 0.08% | −2,843−19.9% | Reduced |
| MAI Capital Management | 11,313 | $170.9K | 0.00% | +11,090+4,973.1% | Added |
| Skopos Labs, Inc. | 11,265 | $170.2K | 0.02% | +5,318+89.4% | Added |
| IHT Wealth Management, LLC | 11,127 | $168.1K | 0.00% | +11,127 | New |
| Intergy Private Wealth, LLC | 11,011 | $166.4K | 0.06% | +11,011 | New |
| Kathmere Capital Management, LLC | 10,761 | $162.6K | 0.01% | −3,829−26.2% | Reduced |
| Burns Matteson Capital Management, LLC | 10,746 | $162.4K | 0.08% | +10,746 | New |
| New Republic Capital, LLC | 10,698 | $161.6K | 0.06% | −1,996−15.7% | Reduced |
| Bryn Mawr Trust Co | 10,536 | $159.2K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 10,471 | $158.2K | 0.02% | −634−5.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,447 | $157.9K | 0.00% | +10,447 | New |
| Hilltop Holdings Inc. | 10,312 | $155.8K | 0.01% | +10,312 | New |
| Onyx Bridge Wealth Group LLC | 10,000 | $151.1K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 9,017 | $136.2K | 0.01% | +4,319+91.9% | Added |
| Bruce G. Allen Investments, LLC | 8,896 | $134.4K | 0.10% | +185+2.1% | Added |
| AXA S.A. | 8,000 | $120.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7,727 | $116.8K | 0.00% | +4,929+176.2% | Added |
| Jones Financial Companies LLLP | 7,370 | $112.0K | 0.00% | +4,298+139.9% | Added |
| Sterling Capital Management LLC | 6,916 | $104.5K | 0.00% | +6,049+697.7% | Added |
| Paradigm Asset Management Co LLC | 6,300 | $95.2K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 5,616 | $84.9K | 0.06% | −180−3.1% | Reduced |
| Parkside Financial Bank & Trust | 5,167 | $78.1K | 0.01% | −226−4.2% | Reduced |
| Hantz Financial Services, Inc. | 4,456 | $67.0K | 0.00% | +4,143+1,323.6% | Added |
| Barclays PLC | 4,000 | $60.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,827 | $57.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,743 | $56.6K | 0.00% | +2,997+401.7% | Added |
| TD Private Client Wealth LLC | 3,696 | $55.8K | 0.00% | −442−10.7% | Reduced |
| Richardson Financial Services Inc. | 3,577 | $54.0K | 0.04% | +32+0.9% | Added |
| Geneos Wealth Management Inc. | 3,326 | $50.3K | 0.00% | +163+5.2% | Added |
| Huntington National Bank | 3,123 | $47.2K | 0.00% | −166−5.0% | Reduced |
| Cape Investment Advisory, Inc. | 2,858 | $43.2K | 0.02% | +2,087+270.7% | Added |
| IFP Advisors, Inc | 2,840 | $42.9K | 0.00% | −473−14.3% | Reduced |
| CIBC Private Wealth Group, LLC | 2,800 | $42.3K | 0.00% | +242+9.5% | Added |
| Allworth Financial LP | 2,753 | $41.6K | 0.00% | +955+53.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,717 | $41.1K | 0.00% | −95−3.4% | Reduced |
| Zions Bancorporation, National Association | 2,704 | $40.9K | 0.00% | −33−1.2% | Reduced |
| Headlands Technologies LLC | 2,570 | $38.8K | 0.00% | +2,570 | New |
| Perritt Capital Management Inc | 2,500 | $37.8K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,411 | $36.4K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 2,381 | $36.0K | 0.03% | +513+27.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,064 | $33.7K | 0.01% | +2,064 | New |
| Private Trust Co NA | 2,208 | $33.4K | 0.00% | −126−5.4% | Reduced |