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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 3 | $50 | 0.00% | +3 | New |
| Bear Mountain Capital, Inc. | 11 | $177 | 0.00% | +11 | New |
| Creekmur Asset Management LLC | 23 | $382 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $536 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $552 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 38 | $636 | 0.00% | +38 | New |
| Palisade Asset Management, LLC | 39 | $653 | 0.00% | +39 | New |
| Abound Wealth Management | 45 | $754 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 58 | $971 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 59 | $988 | 0.00% | +59 | New |
| Central Trust Co | 73 | $1.22K | 0.00% | +73 | New |
| American Capital Advisory, LLC | 86 | $1.44K | 0.00% | +86 | New |
| Country Trust Bank | 87 | $1.46K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 91 | $1.52K | 0.00% | +91 | New |
| Wealth Watch Advisors, INC | 94 | $1.57K | 0.00% | +94 | New |
| GPS Wealth Strategies Group, LLC | 95 | $1.59K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 99 | $1.66K | 0.00% | +99 | New |
| Financial Network Wealth Advisors LLC | 105 | $1.76K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $1.93K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 119 | $1.99K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 125 | $2.00K | 0.00% | +125 | New |
| Private Wealth Asset Management, LLC | 125 | $2.09K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 129 | $2.16K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 132 | $2.21K | 0.00% | +132 | New |
| Crewe Advisors LLC | 159 | $2.66K | 0.00% | +159 | New |
| HighMark Wealth Management LLC | 160 | $2.68K | 0.00% | +160 | New |
| LRI Investments, LLC | 164 | $2.75K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 164 | $2.75K | 0.00% | +57+53.3% | Added |
| Simplex Trading, LLC | 223 | $3.00K | 0.00% | +223 | New |
| Motco | 187 | $3.13K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 206 | $3.45K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 214 | $3.58K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 226 | $3.78K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 244 | $4.08K | 0.00% | +244 | New |
| Creative Financial Designs Inc | 245 | $4.10K | 0.00% | +80+48.5% | Added |
| Clean Yield Group | 250 | $4.18K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 260 | $4.35K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 271 | $4.54K | 0.00% | −204,800−99.9% | Reduced |
| ORG Wealth Partners, LLC | 277 | $4.64K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 323 | $5.41K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 328 | $5.49K | 0.00% | +89+37.2% | Added |
| Principia Wealth Advisory, LLC | 342 | $5.72K | 0.00% | +215+169.3% | Added |
| Larson Financial Group LLC | 382 | $6.39K | 0.00% | +106+38.4% | Added |
| Bell Investment Advisors, Inc | 384 | $6.43K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 394 | $6.60K | 0.00% | +394 | New |
| Rossby Financial, LCC | 474 | $7.76K | 0.00% | +86+22.2% | Added |
| Pinnacle Bancorp, Inc. | 499 | $8.35K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 503 | $8.43K | 0.00% | +2+0.4% | Added |
| WPG Advisers, LLC | 515 | $8.62K | 0.01% | +58+12.7% | Added |
| Cherry Tree Wealth Management, LLC | 533 | $8.92K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 561 | $9.00K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 540 | $9.04K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 561 | $9.39K | 0.00% | +90+19.1% | Added |
| Spire Wealth Management | 564 | $9.44K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 618 | $10.3K | 0.00% | +618 | New |
| Albion Financial Group | 644 | $10.8K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 663 | $11.1K | 0.00% | +663 | New |
| Essential Partners LLC | 705 | $11.8K | 0.00% | +705 | New |
| Cheviot Value Management, LLC | 728 | $11.9K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 750 | $12.6K | 0.00% | +750 | New |
| Sound Income Strategies, LLC | 794 | $12.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 806 | $13.5K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 807 | $13.5K | 0.01% | +351+77.0% | Added |
| Harbour Investments, Inc. | 846 | $14.2K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 848 | $14.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 909 | $15.2K | 0.00% | −33−3.5% | Reduced |
| Root Financial Partners, LLC | 938 | $15.7K | 0.00% | +938 | New |
| Advisory Services Network, LLC | 943 | $15.8K | 0.00% | +943 | New |
| GW&K Investment Management, LLC | 980 | $16.0K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,031 | $17.3K | 0.07% | −1,350−56.7% | Reduced |
| Aventura Private Wealth, LLC | 1,193 | $20.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,328 | $22.2K | 0.00% | −880−39.9% | Reduced |
| Cape Investment Advisory, Inc. | 1,380 | $23.1K | 0.02% | −1,478−51.7% | Reduced |
| Financial Management Professionals, Inc. | 1,457 | $24.4K | 0.00% | −69−4.5% | Reduced |
| ORG Partners LLC | 1,505 | $25.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,520 | $25.4K | 0.00% | −1,320−46.5% | Reduced |
| True Wealth Design, LLC | 1,584 | $26.5K | 0.01% | +1,584 | New |
| Rothschild Investment LLC | 1,687 | $28.2K | 0.00% | +278+19.7% | Added |
| Pin Oak Investment Advisors Inc | 1,706 | $28.6K | 0.02% | +1,706 | New |
| Rise Advisors, LLC | 1,866 | $31.2K | 0.01% | +25+1.4% | Added |
| Addison Advisors LLC | 1,876 | $31.4K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1,899 | $31.8K | 0.01% | +1,899 | New |
| Caitong International Asset Management Co., Ltd | 1,919 | $32.1K | 0.02% | +1,329+225.3% | Added |
| MAI Capital Management | 1,943 | $32.5K | 0.00% | −9,370−82.8% | Reduced |
| Salomon & Ludwin, LLC | 2,035 | $33.7K | 0.00% | +1,955+2,443.8% | Added |
| Steward Partners Investment Advisory, LLC | 2,298 | $38.5K | 0.00% | −419−15.4% | Reduced |
| FWL Investment Management, LLC | 2,311 | $38.7K | 0.01% | +1,560+207.7% | Added |
| JFS Wealth Advisors, LLC | 2,411 | $40.4K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 2,500 | $41.9K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2,544 | $42.6K | 0.00% | −160−5.9% | Reduced |
| CIBC Private Wealth Group, LLC | 2,744 | $45.9K | 0.00% | −56−2.0% | Reduced |
| Bessemer Group Inc | 2,769 | $46.0K | 0.00% | +932+50.7% | Added |
| NBC Securities, Inc. | 2,774 | $46.4K | 0.00% | +823+42.2% | Added |
| Northwestern Mutual Wealth Management Co | 2,786 | $46.6K | 0.00% | +807+40.8% | Added |
| Huntington National Bank | 3,189 | $53.4K | 0.00% | +66+2.1% | Added |
| Jones Financial Companies LLLP | 3,395 | $57.8K | 0.00% | −3,975−53.9% | Reduced |
| TD Private Client Wealth LLC | 3,541 | $59.3K | 0.00% | −155−4.2% | Reduced |
| Richardson Financial Services Inc. | 3,631 | $60.8K | 0.04% | +54+1.5% | Added |