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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 3,655 | $61.2K | 0.00% | +3,655 | New |
| Rosenberg Matthew Hamilton | 3,827 | $64.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,875 | $64.9K | 0.00% | +1,122+40.8% | Added |
| Tower Research Capital LLC (TRC) | 4,695 | $78.6K | 0.00% | +4,695 | New |
| Parkside Financial Bank & Trust | 5,241 | $87.7K | 0.01% | +74+1.4% | Added |
| Fifth Third Bancorp | 5,624 | $94.1K | 0.00% | +3,630+182.0% | Added |
| Paradigm Asset Management Co LLC | 6,300 | $105.5K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8,943 | $149.7K | 0.11% | +47+0.5% | Added |
| GeoWealth Management, LLC | 9,342 | $156.4K | 0.01% | +325+3.6% | Added |
| Onyx Bridge Wealth Group LLC | 10,000 | $167.4K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,096 | $169.0K | 0.00% | +10,096 | New |
| Skopos Labs, Inc. | 11,121 | $169.0K | 0.02% | −144−1.3% | Reduced |
| Flputnam Investment Management Co | 10,177 | $170.4K | 0.00% | −1,539−13.1% | Reduced |
| Cresset Asset Management, LLC | 10,079 | $171.7K | 0.00% | +10,079 | New |
| D'Orazio & Associates, Inc. | 10,324 | $172.8K | 0.02% | −147−1.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 10,397 | $174.1K | 0.03% | +10,397 | New |
| Te Ahumairangi Investment Management Ltd | 11,057 | $185.1K | 0.03% | −11,600−51.2% | Reduced |
| Abel Hall, LLC | 11,220 | $187.8K | 0.08% | −213−1.9% | Reduced |
| Camden Capital, LLC | 11,351 | $190.0K | 0.01% | −1,976−14.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,536 | $193.1K | 0.00% | +11,536 | New |
| Barclays PLC | 11,540 | $193.2K | 0.00% | +7,540+188.5% | Added |
| Sterling Capital Management LLC | 12,015 | $201.1K | 0.00% | +5,099+73.7% | Added |
| Brevan Howard Capital Management LP | 12,017 | $201.2K | 0.00% | +12,017 | New |
| Transamerica Financial Advisors, Inc. | 12,037 | $201.7K | 0.02% | −4,561−27.5% | Reduced |
| Intergy Private Wealth, LLC | 12,143 | $203.3K | 0.06% | +1,132+10.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,291 | $205.8K | 0.00% | +678+5.8% | Added |
| New Republic Capital, LLC | 12,292 | $205.8K | 0.06% | +1,594+14.9% | Added |
| Clarius Group, LLC | 12,484 | $209.0K | 0.01% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 12,670 | $212.1K | 0.03% | −5,400−29.9% | Reduced |
| a16z Perennial Management, L.P. | 12,699 | $212.6K | 0.02% | +12,699 | New |
| Syverson Strege & Co | 12,829 | $214.8K | 0.05% | −5,831−31.2% | Reduced |
| Ascent Group, LLC | 13,090 | $219.1K | 0.01% | −683−5.0% | Reduced |
| AXA Investment Managers S.A. | 13,188 | $220.8K | 0.00% | +13,188 | New |
| Brucke Financial, Inc. | 13,599 | $221.4K | 0.13% | +13,599 | New |
| Vestmark Advisory Solutions, Inc. | 13,329 | $223.1K | 0.00% | −2,695−16.8% | Reduced |
| Canopy Partners, LLC | 13,368 | $223.8K | 0.07% | +810+6.5% | Added |
| Burns Matteson Capital Management, LLC | 13,402 | $224.3K | 0.09% | +2,656+24.7% | Added |
| Acorn Creek Capital LLC | 13,724 | $229.7K | 0.09% | +36+0.3% | Added |
| Cromwell Holdings LLC | 13,841 | $231.7K | 0.12% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 13,947 | $233.5K | 0.04% | +2,098+17.7% | Added |
| State Street Corp | 13,954 | $233.6K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 13,959 | $233.7K | 0.00% | +975+7.5% | Added |
| Summit Trail Advisors, LLC | 14,055 | $235.3K | 0.00% | +2,201+18.6% | Added |
| Choate Investment Advisors | 14,062 | $235.4K | 0.00% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 14,130 | $236.5K | 0.00% | +14,130 | New |
| Apollon Wealth Management, LLC | 14,173 | $237.3K | 0.00% | +366+2.7% | Added |
| Coastal Bridge Advisors, LLC | 14,300 | $239.4K | 0.02% | −500−3.4% | Reduced |
| Catalytic Wealth RIA, LLC | 14,477 | $242.3K | 0.01% | +14,477 | New |
| Shilanski & Associates, Inc. | 14,526 | $243.2K | 0.06% | −13−0.1% | Reduced |
| Capital Performance Advisors LLP | 14,556 | $243.7K | 0.04% | +1,065+7.9% | Added |
| Jain Global LLC | 14,602 | $244.4K | 0.00% | +14,602 | New |
| NewEdge Wealth, LLC | 15,164 | $244.7K | 0.00% | +2,789+22.5% | Added |
| Natural Investments, LLC | 14,648 | $245.0K | 0.06% | +202+1.4% | Added |
| Susquehanna International Group, LLP | 14,744 | $246.8K | 0.00% | +14,744 | New |
| Farther Finance Advisors, LLC | 14,750 | $246.9K | 0.00% | +922+6.7% | Added |
| Sowell Financial Services LLC | 14,783 | $247.5K | 0.01% | −3,916−20.9% | Reduced |
| Csenge Advisory Group | 14,965 | $250.5K | 0.01% | −10,155−40.4% | Reduced |
| Commonwealth Equity Services, LLC | 14,998 | $251.0K | 0.00% | +3,375+29.0% | Added |
| Modern Wealth Management, LLC | 15,016 | $251.4K | 0.00% | −3,740−19.9% | Reduced |
| Venturi Wealth Management, LLC | 15,306 | $256.2K | 0.01% | +3,100+25.4% | Added |
| BSW Wealth Partners | 15,344 | $256.9K | 0.03% | −2,499−14.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,423 | $258.2K | 0.01% | +4,976+47.6% | Added |
| Wedmont Private Capital | 16,254 | $261.4K | 0.01% | −688−4.1% | Reduced |
| Kestra Advisory Services, LLC | 15,873 | $265.7K | 0.00% | −25,333−61.5% | Reduced |
| Legacy Financial Advisors, Inc. | 15,912 | $266.4K | 0.04% | +15,912 | New |
| Optas, LLC | 15,953 | $267.1K | 0.05% | +130+0.8% | Added |
| Umb Bank N A | 16,052 | $268.7K | 0.00% | −845−5.0% | Reduced |
| CWM, LLC | 16,516 | $276.0K | 0.00% | +930+6.0% | Added |
| Aprio Wealth Management, LLC | 16,517 | $276.5K | 0.03% | +626+3.9% | Added |
| Channing Global Advisors, LLC | 16,539 | $276.9K | 0.19% | +2,345+16.5% | Added |
| Summit Global Investments | 16,582 | $278.0K | 0.02% | −15,905−49.0% | Reduced |
| HighPoint Advisor Group LLC | 16,771 | $280.7K | 0.01% | +606+3.7% | Added |
| Trust Point Inc. | 16,814 | $281.5K | 0.02% | +4,799+39.9% | Added |
| Keel Point, LLC | 17,139 | $286.9K | 0.02% | +482+2.9% | Added |
| Personal Cfo Solutions, LLC | 17,318 | $289.9K | 0.05% | +1,104+6.8% | Added |
| Savant Capital, LLC | 17,619 | $294.9K | 0.00% | +85+0.5% | Added |
| Jefferies Financial Group Inc. | 17,837 | $298.6K | 0.00% | −205−1.1% | Reduced |
| Hantz Financial Services, Inc. | 17,923 | $300.0K | 0.00% | +13,467+302.2% | Added |
| Beverly Hills Private Wealth, LLC | 18,289 | $306.2K | 0.05% | +4,263+30.4% | Added |
| Kovitz Investment Group Partners, LLC | 18,619 | $311.7K | 0.00% | +6,080+48.5% | Added |
| Bleakley Financial Group, LLC | 18,709 | $313.2K | 0.01% | +391+2.1% | Added |
| Sage Mountain Advisors LLC | 18,780 | $314.4K | 0.02% | +536+2.9% | Added |
| Blair William & Co | 19,001 | $318.1K | 0.00% | +19,001 | New |
| Kathmere Capital Management, LLC | 19,011 | $318.2K | 0.02% | +8,250+76.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | $331.5K | 0.03% | 00.0% | Unchanged |
| First Affirmative Financial Network | 19,838 | $332.1K | 0.16% | −726−3.5% | Reduced |
| Walleye Trading LLC | 19,890 | $333.0K | 0.01% | −617−3.0% | Reduced |
| Private Advisor Group, LLC | 20,321 | $340.2K | 0.00% | +657+3.3% | Added |
| Prime Capital Investment Advisors, LLC | 20,634 | $345.4K | 0.00% | +80.0% | Added |
| Drive Wealth Management, LLC | 21,280 | $356.2K | 0.08% | +320+1.5% | Added |
| Squarepoint Ops LLC | 21,376 | $357.8K | 0.00% | +4,073+23.5% | Added |
| Ewa, LLC | 21,476 | $359.5K | 0.10% | +174+0.8% | Added |
| Valeo Financial Advisors, LLC | 21,639 | $362.2K | 0.01% | +1,057+5.1% | Added |
| Net Worth Advisory Group | 22,103 | $370.0K | 0.11% | −899−3.9% | Reduced |
| SRS Capital Advisors, Inc. | 22,478 | $376.3K | 0.01% | +18,735+500.5% | Added |
| Marshall Wace, LLP | 22,486 | $376.4K | 0.00% | +22,486 | New |
| Redhawk Wealth Advisors, Inc. | 23,525 | $393.8K | 0.05% | +6,415+37.5% | Added |
| Bridgewater Advisors Inc. | 24,126 | $394.7K | 0.03% | −95−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 23,777 | $398.0K | 0.00% | −243−1.0% | Reduced |
| West Family Investments, Inc. | 24,011 | $401.9K | 0.09% | 00.0% | Unchanged |