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 |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 2,029 | $30.7K | 0.00% | +1,363+204.7% | Added |
| Fifth Third Bancorp | 1,994 | $30.1K | 0.00% | +679+51.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,979 | $29.9K | 0.00% | +1,227+163.2% | Added |
| NBC Securities, Inc. | 1,951 | $29.0K | 0.00% | +649+49.8% | Added |
| Addison Advisors LLC | 1,876 | $28.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,837 | $28.0K | 0.00% | −4,235−69.7% | Reduced |
| Rise Advisors, LLC | 1,841 | $27.8K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,526 | $23.1K | 0.00% | −878−36.5% | Reduced |
| ORG Partners LLC | 1,505 | $22.7K | 0.00% | +685+83.5% | Added |
| Rothschild Investment LLC | 1,409 | $21.3K | 0.00% | −133−8.6% | Reduced |
| Whipplewood Advisors, LLC | 1,217 | $18.4K | 0.01% | +1,209+15,112.5% | Added |
| Aventura Private Wealth, LLC | 1,193 | $18.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 980 | $15.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 942 | $14.2K | 0.00% | +33+3.6% | Added |
| Cornerstone Planning Group LLC | 866 | $13.2K | 0.00% | +133+18.1% | Added |
| Highline Wealth Partners LLC | 848 | $12.8K | 0.00% | +376+79.7% | Added |
| Harbour Investments, Inc. | 846 | $12.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 806 | $12.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 794 | $12.0K | 0.00% | +794 | New |
| Cheviot Value Management, LLC | 728 | $11.6K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 751 | $11.3K | 0.00% | +751 | New |
| Albion Financial Group | 644 | $9.73K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 590 | $8.91K | 0.01% | +276+87.9% | Added |
| Spire Wealth Management | 564 | $8.52K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 540 | $8.16K | 0.01% | +540 | New |
| Cherry Tree Wealth Management, LLC | 533 | $8.05K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 561 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 501 | $7.58K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 499 | $7.54K | 0.00% | +273+120.8% | Added |
| Raffa Wealth Management, LLC | 471 | $7.12K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 457 | $6.91K | 0.01% | +13+2.9% | Added |
| Binnacle Investments Inc | 456 | $6.89K | 0.00% | +248+119.2% | Added |
| Rossby Financial, LCC | 388 | $5.86K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 384 | $5.80K | 0.00% | +109+39.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 366 | $5.53K | 0.00% | +366 | New |
| Center for Financial Planning, Inc. | 323 | $4.88K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 277 | $4.18K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 276 | $4.17K | 0.00% | +167+153.2% | Added |
| Ameritas Advisory Services, LLC | 265 | $4.00K | 0.00% | +265 | New |
| UMA Financial Services, Inc. | 260 | $3.93K | 0.00% | +125+92.6% | Added |
| Clean Yield Group | 250 | $3.78K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 239 | $3.61K | 0.00% | +239 | New |
| WealthCollab, LLC | 226 | $3.42K | 0.00% | +226 | New |
| Manchester Capital Management LLC | 214 | $3.23K | 0.00% | +144+205.7% | Added |
| Tortoise Investment Management, LLC | 206 | $3.11K | 0.00% | +206 | New |
| Motco | 187 | $2.83K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 170 | $2.57K | 0.00% | +170 | New |
| Stephens Consulting, LLC | 167 | $2.52K | 0.00% | +167 | New |
| Creative Financial Designs Inc | 165 | $2.49K | 0.00% | −181−52.3% | Reduced |
| LRI Investments, LLC | 164 | $2.48K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 129 | $1.95K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 127 | $1.92K | 0.00% | +127 | New |
| Private Wealth Asset Management, LLC | 125 | $1.89K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 119 | $1.80K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $1.74K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 107 | $1.62K | 0.00% | +107 | New |
| Financial Network Wealth Advisors LLC | 105 | $1.59K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 95 | $1.44K | 0.00% | +81+578.6% | Added |
| Country Trust Bank | 87 | $1.31K | 0.00% | +87 | New |
| Salomon & Ludwin, LLC | 80 | $1.21K | 0.00% | +80 | New |
| Wood Tarver Financial Group, LLC | 94 | $1.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 58 | $876 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 45 | $680 | 0.00% | −11−19.6% | Reduced |
| Group One Trading, L.P. | 38 | $574 | 0.00% | −400−91.3% | Reduced |
| Financial Gravity Companies, Inc. | 38 | $574 | 0.00% | +38 | New |
| AdvisorNet Financial, Inc | 33 | $499 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $484 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 25 | $378 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 23 | $340 | 0.00% | +23 | New |
| TD Waterhouse Canada Inc. | 1 | $15 | 0.00% | 00.0% | Unchanged |
| 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 |