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, Q3 2025
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Sep 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
- 396
- +30 vs. Q2 2025
- Shares held
- 113.2M
- −5.94M (−5.0%) vs. Q2 2025
- Total value
- $1.89B
- +$94.1M (+5.2%) vs. Q2 2025
- New holders
- 61
- 173 more added
- Sold out
- 31
- 103 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 21,136,704 | $353.8M | 0.02% | −10,120,195−32.4% | Reduced |
| Goldman Sachs Group Inc | 10,836,748 | $181.4M | 0.03% | +164,346+1.5% | Added |
| FMR LLC | 10,772,380 | $180.3M | 0.01% | +1,088,311+11.2% | Added |
| BlackRock, Inc. | 7,113,405 | $119.1M | 0.00% | +245,755+3.6% | Added |
| Northern Trust Corp | 5,743,128 | $96.1M | 0.01% | +147,963+2.6% | Added |
| Clark Capital Management Group, Inc. | 4,143,124 | $69.4M | 0.43% | −2,374,548−36.4% | Reduced |
| Dimensional Fund Advisors LP | 2,886,033 | $48.3M | 0.01% | +9,022+0.3% | Added |
| Renaissance Technologies LLC | 2,284,070 | $38.2M | 0.05% | +213,297+10.3% | Added |
| Wells Fargo & Company | 2,132,384 | $35.7M | 0.01% | +114,675+5.7% | Added |
| American Century Companies Inc | 2,036,709 | $34.1M | 0.02% | +294,124+16.9% | Added |
| Envestnet Asset Management Inc | 1,995,065 | $33.4M | 0.01% | −307,346−13.3% | Reduced |
| Fisher Asset Management, LLC | 1,524,435 | $25.5M | 0.01% | +167,242+12.3% | Added |
| Bank of America Corp | 1,442,394 | $24.1M | 0.00% | −479,318−24.9% | Reduced |
| Toronto Dominion Bank | 1,370,000 | $22.9M | 0.04% | +1,370,000 | New |
| Quantinno Capital Management LP | 1,127,281 | $18.9M | 0.05% | +209,065+22.8% | Added |
| Millennium Management LLC | 1,085,388 | $18.2M | 0.01% | +108,770+11.1% | Added |
| Invesco Ltd. | 1,072,567 | $18.0M | 0.00% | +107,701+11.2% | Added |
| Tudor Investment Corp Et Al | 927,179 | $15.5M | 0.10% | +490,891+112.5% | Added |
| Voloridge Investment Management, LLC | 837,396 | $14.0M | 0.05% | +837,396 | New |
| Causeway Capital Management LLC | 800,903 | $13.4M | 0.18% | +499,107+165.4% | Added |
| Capital Wealth Planning, LLC | 786,865 | $13.2M | 0.09% | +189,290+31.7% | Added |
| Charles Schwab Investment Management Inc | 770,429 | $12.9M | 0.00% | +139,119+22.0% | Added |
| Royal Bank of Canada | 766,874 | $12.8M | 0.00% | +143,317+23.0% | Added |
| Anderson Hoagland & Co | 733,057 | $12.3M | 1.10% | −55,793−7.1% | Reduced |
| D. E. Shaw & Co., Inc. | 712,878 | $11.9M | 0.01% | +443,584+164.7% | Added |
| Natixis Advisors, L.P. | 703,125 | $11.8M | 0.02% | −497,377−41.4% | Reduced |
| Bank of New York Mellon Corp | 686,534 | $11.5M | 0.00% | +48,126+7.5% | Added |
| Ramirez Asset Management, Inc. | 686,270 | $11.5M | 1.60% | +180,399+35.7% | Added |
| Qube Research & Technologies Ltd | 651,867 | $10.9M | 0.02% | +334,354+105.3% | Added |
| Massachusetts Financial Services Co | 643,443 | $10.8M | 0.00% | +264,258+69.7% | Added |
| O'Shaughnessy Asset Management, LLC | 630,336 | $10.6M | 0.06% | +29,981+5.0% | Added |
| Allspring Global Investments Holdings, LLC | 626,801 | $10.3M | 0.02% | −22,426−3.5% | Reduced |
| Creative Planning | 561,218 | $9.39M | 0.01% | +65,453+13.2% | Added |
| Pathstone Holdings, LLC | 537,834 | $9.00M | 0.03% | +65,588+13.9% | Added |
| JPMorgan Chase & Co | 537,443 | $9.00M | 0.00% | −653,123−54.9% | Reduced |
| Crossmark Global Holdings, Inc. | 532,465 | $8.91M | 0.13% | +220.0% | Added |
| AQR Capital Management LLC | 520,520 | $8.71M | 0.01% | +151,533+41.1% | Added |
| Boston Partners | 518,013 | $8.66M | 0.01% | +99,623+23.8% | Added |
| Stifel Financial Corp | 469,304 | $7.86M | 0.01% | −1,872−0.4% | Reduced |
| Westfield Capital Management Co LP | 459,467 | $7.69M | 0.03% | −82,415−15.2% | Reduced |
| CIBC World Markets Inc. | 454,693 | $7.61M | 0.02% | −100,225−18.1% | Reduced |
| Cerity Partners LLC | 451,265 | $7.55M | 0.01% | −7,662−1.7% | Reduced |
| Cubist Systematic Strategies, LLC | 446,154 | $7.47M | 0.11% | +349,946+363.7% | Added |
| Federated Hermes, Inc. | 424,283 | $7.10M | 0.01% | +170,789+67.4% | Added |
| Mariner, LLC | 402,045 | $6.73M | 0.01% | +21,512+5.7% | Added |
| US Bancorp | 383,791 | $6.42M | 0.01% | +13,423+3.6% | Added |
| Ethic Inc. | 376,969 | $6.31M | 0.10% | +19,072+5.3% | Added |
| UBS Group AG | 371,861 | $6.22M | 0.00% | −91,641−19.8% | Reduced |
| LPL Financial LLC | 368,464 | $6.17M | 0.00% | −160,980−30.4% | Reduced |
| SEI Investments Co | 363,307 | $6.08M | 0.01% | +69,578+23.7% | Added |
| Advisor Group Holdings, Inc. | 363,324 | $6.07M | 0.01% | −185,150−33.8% | Reduced |
| Moran Wealth Management, LLC | 320,272 | $5.36M | 0.16% | +10,186+3.3% | Added |
| Eagle Global Advisors LLC | 305,000 | $5.11M | 0.20% | −6,000−1.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 296,416 | $5.04M | 0.03% | +43,461+17.2% | Added |
| Quadrant Capital Group LLC | 279,348 | $4.68M | 0.15% | +2,096+0.8% | Added |
| Cetera Investment Advisers | 271,486 | $4.54M | 0.01% | −10,592−3.8% | Reduced |
| QRG Capital Management, Inc. | 265,369 | $4.44M | 0.05% | −158,667−37.4% | Reduced |
| Augustine Asset Management Inc | 265,068 | $4.44M | 0.89% | −479−0.2% | Reduced |
| HighTower Advisors, LLC | 264,583 | $4.43M | 0.01% | +26,964+11.3% | Added |
| JustInvest LLC | 244,131 | $4.09M | 0.04% | −7,068−2.8% | Reduced |
| Raymond James Financial Inc | 237,985 | $3.98M | 0.00% | +74,119+45.2% | Added |
| Gilman Hill Asset Management, LLC | 222,464 | $3.72M | 0.58% | −3,810−1.7% | Reduced |
| Allianz SE | 220,000 | $3.68M | 0.08% | 00.0% | Unchanged |
| Signaturefd, LLC | 217,598 | $3.64M | 0.06% | +2,180+1.0% | Added |
| Callan Family Office, LLC | 216,012 | $3.62M | 0.12% | −26,100−10.8% | Reduced |
| Forum Financial Management, LP | 209,587 | $3.51M | 0.05% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 208,650 | $3.49M | 0.00% | +6,714+3.3% | Added |
| Massar Capital Management, LP | 200,000 | $3.35M | 1.20% | −300,000−60.0% | Reduced |
| The PNC Financial Services Group, Inc. | 194,991 | $3.26M | 0.00% | +12,086+6.6% | Added |
| Vident Advisory, LLC | 194,846 | $3.26M | 0.03% | +24,449+14.3% | Added |
| Factory Mutual Insurance Co | 188,992 | $3.16M | 0.03% | +188,992 | New |
| Mercer Global Advisors Inc | 184,946 | $3.10M | 0.01% | −27,896−13.1% | Reduced |
| BTC Capital Management, Inc. | 184,917 | $3.09M | 0.21% | +18,907+11.4% | Added |
| Greenleaf Trust | 170,091 | $2.85M | 0.03% | −10.0% | Reduced |
| Vise Technologies, Inc. | 156,901 | $2.63M | 0.10% | +10,811+7.4% | Added |
| Naviter Wealth, LLC | 156,556 | $2.62M | 0.31% | +5,525+3.7% | Added |
| Park Avenue Securities LLC | 155,951 | $2.61M | 0.02% | −65,198−29.5% | Reduced |
| Wetherby Asset Management Inc | 155,405 | $2.60M | 0.11% | −2,104−1.3% | Reduced |
| First Trust Advisors LP | 153,278 | $2.57M | 0.00% | −110,652−41.9% | Reduced |
| Calamos Wealth Management LLC | 150,650 | $2.52M | 0.09% | +11,754+8.5% | Added |
| Parr McKnight Wealth Management Group, LLC | 150,136 | $2.51M | 0.33% | +926+0.6% | Added |
| CAPROCK Group, Inc. | 151,332 | $2.48M | 0.06% | +151,332 | New |
| MML Investors Services, LLC | 131,515 | $2.20M | 0.01% | −33,627−20.4% | Reduced |
| William Blair Investment Management, LLC | 131,093 | $2.19M | 0.01% | −133−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 126,565 | $2.12M | 0.05% | +126,565 | New |
| Russell Investments Group, Ltd. | 126,229 | $2.11M | 0.00% | +26,340+26.4% | Added |
| Ritholtz Wealth Management | 126,194 | $2.11M | 0.04% | −1,141−0.9% | Reduced |
| Bank of Montreal | 119,655 | $2.00M | 0.00% | +9,458+8.6% | Added |
| Myriad Asset Management US LP | 116,634 | $1.95M | 1.06% | −52,858−31.2% | Reduced |
| Engineers Gate Manager LP | 111,532 | $1.87M | 0.02% | +111,532 | New |
| Ieq Capital, LLC | 111,161 | $1.86M | 0.01% | +48,525+77.5% | Added |
| Balyasny Asset Management LLC | 110,960 | $1.86M | 0.00% | +110,960 | New |
| Pekin Hardy Strauss, Inc. | 107,225 | $1.79M | 0.18% | +13,375+14.3% | Added |
| Evergreen Capital Management LLC | 105,349 | $1.76M | 0.04% | +22,094+26.5% | Added |
| Point72 Asset Management, L.P. | 104,300 | $1.75M | 0.00% | −150,366−59.0% | Reduced |
| HRT Financial LP | 103,996 | $1.74M | 0.01% | +103,996 | New |
| Brinker Capital Investments, LLC | 101,825 | $1.70M | 0.01% | +779+0.8% | Added |
| Assetmark, Inc | 101,571 | $1.70M | 0.00% | +42,766+72.7% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 100,000 | $1.67M | 0.31% | +100,000 | New |
| Franklin Resources Inc | 98,901 | $1.66M | 0.00% | −18,064−15.4% | Reduced |