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 |
|---|---|---|---|---|---|
| Five Oceans Advisors | 24,405 | $408.5K | 0.15% | 00.0% | Unchanged |
| Pitcairn Co | 24,606 | $411.9K | 0.03% | −5,806−19.1% | Reduced |
| Pzena Investment Management LLC | 24,687 | $413.3K | 0.00% | +635+2.6% | Added |
| Seeds Investor LLC | 25,019 | $418.8K | 0.09% | +927+3.8% | Added |
| Merit Financial Group, LLC | 25,249 | $422.7K | 0.00% | +2,311+10.1% | Added |
| Lido Advisors, LLC | 25,521 | $427.2K | 0.00% | +6,518+34.3% | Added |
| Traveka Wealth, LLC | 25,740 | $430.9K | 0.19% | +73+0.3% | Added |
| Johnson Investment Counsel Inc | 25,866 | $433.0K | 0.00% | −30,480−54.1% | Reduced |
| Sagespring Wealth Partners, LLC | 26,257 | $439.5K | 0.01% | +1,134+4.5% | Added |
| Keybank National Association | 26,633 | $445.8K | 0.00% | +4,168+18.6% | Added |
| Louisbourg Investments Inc. | 26,652 | $446.2K | 0.10% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 26,918 | $450.6K | 0.00% | −4,432−14.1% | Reduced |
| Diversify Advisory Services, LLC | 27,791 | $454.4K | 0.02% | +2,118+8.2% | Added |
| Shelton Capital Management | 27,994 | $468.6K | 0.01% | 00.0% | Unchanged |
| Schroder Investment Management Group | 28,631 | $474.2K | 0.00% | +57+0.2% | Added |
| Two Sigma Securities, LLC | 28,956 | $484.7K | 0.07% | +7,481+34.8% | Added |
| Principal Street Partners, LLC | 29,475 | $493.4K | 0.08% | −28,793−49.4% | Reduced |
| GAMMA Investing LLC | 30,985 | $518.7K | 0.03% | +1,803+6.2% | Added |
| Versant Capital Management, Inc | 31,219 | $522.6K | 0.07% | +656+2.1% | Added |
| EverSource Wealth Advisors, LLC | 32,081 | $537.0K | 0.02% | −41−0.1% | Reduced |
| Mather Group, LLC. | 32,709 | $547.5K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 32,724 | $547.8K | 0.00% | −1,804−5.2% | Reduced |
| Westwood Holdings Group Inc. | 32,820 | $549.0K | 0.00% | −4,120−11.2% | Reduced |
| Sivia Capital Partners, LLC | 32,886 | $550.5K | 0.16% | +488+1.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,522 | $555.1K | 0.00% | +10,280+42.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 33,246 | $556.5K | 0.00% | −44−0.1% | Reduced |
| Entropy Technologies, LP | 33,495 | $560.7K | 0.04% | +33,495 | New |
| Dakota Wealth Management | 33,632 | $563.0K | 0.01% | +9,389+38.7% | Added |
| Global Retirement Partners, LLC | 33,688 | $563.9K | 0.01% | +4,434+15.2% | Added |
| Gallacher Capital Management LLC | 34,284 | $573.9K | 0.23% | +4,974+17.0% | Added |
| Syon Capital LLC | 34,671 | $580.4K | 0.03% | +11,903+52.3% | Added |
| Sage Rhino Capital LLC | 35,127 | $588.0K | 0.11% | −256−0.7% | Reduced |
| Bailard, Inc. | 35,396 | $592.5K | 0.01% | +7,150+25.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 35,480 | $593.9K | 0.07% | −98−0.3% | Reduced |
| Cordatus Wealth Management LLC | 36,122 | $604.7K | 0.14% | +106+0.3% | Added |
| Covenant Partners, LLC | 37,262 | $623.8K | 0.18% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 37,369 | $625.5K | 0.01% | +66+0.2% | Added |
| HB Wealth Management, LLC | 37,524 | $628.2K | 0.00% | +10,072+36.7% | Added |
| AlphaCore Capital LLC | 38,312 | $641.3K | 0.02% | +22,400+140.8% | Added |
| Colony Group, LLC | 38,414 | $643.1K | 0.00% | +2,926+8.2% | Added |
| Acadian Asset Management LLC | 38,549 | $645.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 38,784 | $649.3K | 0.00% | +15,058+63.5% | Added |
| Atria Investments LLC | 42,478 | $711.1K | 0.01% | −10,539−19.9% | Reduced |
| Tred Avon Family Wealth, LLC | 43,534 | $728.8K | 0.25% | +43,534 | New |
| Summit Financial, LLC | 44,230 | $740.4K | 0.01% | +2,087+5.0% | Added |
| Oppenheimer Asset Management Inc. | 45,167 | $756.1K | 0.01% | +27,481+155.4% | Added |
| RNC Capital Management LLC | 45,356 | $759.3K | 0.03% | +3,593+8.6% | Added |
| Ellevest, Inc. | 47,284 | $791.5K | 0.11% | +4,928+11.6% | Added |
| Checchi Capital Advisers, LLC | 47,713 | $798.7K | 0.05% | +1,403+3.0% | Added |
| Captrust Financial Advisors | 48,302 | $808.6K | 0.00% | +3,268+7.3% | Added |
| PDS Planning, Inc | 49,331 | $825.8K | 0.06% | +2,281+4.8% | Added |
| Citadel Advisors LLC | 49,360 | $826.3K | 0.00% | +49,360 | New |
| Citigroup Inc | 50,367 | $843.1K | 0.00% | +7,250+16.8% | Added |
| Parallel Advisors, LLC | 52,075 | $871.7K | 0.02% | −2,933−5.3% | Reduced |
| Capital Insight Partners, LLC | 53,485 | $895.3K | 0.15% | +262+0.5% | Added |
| Rockefeller Capital Management L.P. | 54,204 | $907.4K | 0.00% | −6,949−11.4% | Reduced |
| Mission Wealth Management, LP | 54,278 | $908.6K | 0.02% | −3,854−6.6% | Reduced |
| Smartleaf Asset Management LLC | 54,464 | $917.2K | 0.06% | +10,186+23.0% | Added |
| Yousif Capital Management, LLC | 54,869 | $918.5K | 0.01% | −20,580−27.3% | Reduced |
| 1832 Asset Management L.P. | 55,212 | $924.2K | 0.00% | −8,083−12.8% | Reduced |
| Glenmede Investment Management, LP | 55,991 | $937.3K | 0.00% | −958−1.7% | Reduced |
| XTX Topco Ltd | 56,386 | $943.9K | 0.05% | −13,456−19.3% | Reduced |
| Investors Research Corp | 56,554 | $946.7K | 0.18% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 59,961 | $1.00M | 0.01% | +11,286+23.2% | Added |
| AdvisorShares Investments LLC | 60,020 | $1.00M | 0.16% | −7,799−11.5% | Reduced |
| Barometer Capital Management Inc. | 60,054 | $1.01M | 0.23% | +20,500+51.8% | Added |
| RSM US Wealth Management LLC | 60,097 | $1.01M | 0.01% | +6,282+11.7% | Added |
| GTS Securities LLC | 62,015 | $1.04M | 0.04% | +62,015 | New |
| Aaron Wealth Advisors | 62,283 | $1.04M | 0.06% | +878+1.4% | Added |
| Quantbot Technologies LP | 62,726 | $1.05M | 0.03% | −22,283−26.2% | Reduced |
| Capital Fund Management S.A. | 62,898 | $1.05M | 0.01% | +62,898 | New |
| New York State Common Retirement Fund | 65,381 | $1.09M | 0.00% | +65,381 | New |
| Integrated Quantitative Investments LLC | 65,381 | $1.09M | 0.31% | +65,381 | New |
| Mount Yale Investment Advisors, LLC | 65,989 | $1.10M | 0.08% | +135+0.2% | Added |
| M&T Bank Corp | 67,603 | $1.13M | 0.00% | +9,736+16.8% | Added |
| Dorsey & Whitney Trust CO LLC | 69,301 | $1.16M | 0.06% | −479−0.7% | Reduced |
| Ballentine Partners, LLC | 69,333 | $1.16M | 0.02% | −1,553−2.2% | Reduced |
| XY Capital Ltd | 69,507 | $1.16M | 0.97% | +69,507 | New |
| Campbell & CO Investment Adviser LLC | 70,083 | $1.17M | 0.09% | −30,707−30.5% | Reduced |
| Lockheed Martin Investment Management Co | 70,230 | $1.18M | 0.04% | −5,770−7.6% | Reduced |
| Principal Securities, Inc. | 70,539 | $1.18M | 0.02% | −37,962−35.0% | Reduced |
| Gradient Investments LLC | 73,350 | $1.23M | 0.02% | +30,024+69.3% | Added |
| Diversify Wealth Management, LLC | 82,245 | $1.34M | 0.08% | +1,695+2.1% | Added |
| United Capital Financial Advisers, LLC | 84,346 | $1.41M | 0.01% | +4,161+5.2% | Added |
| CIBC Asset Management Inc | 87,232 | $1.46M | 0.00% | −32,411−27.1% | Reduced |
| Neuberger Berman Group LLC | 87,929 | $1.47M | 0.00% | +13,967+18.9% | Added |
| Coldstream Capital Management Inc | 87,964 | $1.47M | 0.02% | +34,707+65.2% | Added |
| Dorsey Wright & Associates | 88,190 | $1.48M | 0.33% | −9,119−9.4% | Reduced |
| Atomi Financial Group, Inc. | 89,811 | $1.50M | 0.05% | +12,290+15.9% | Added |
| Rhumbline Advisers | 91,733 | $1.54M | 0.00% | −29,156−24.1% | Reduced |
| Abc Arbitrage SA | 92,382 | $1.55M | 0.15% | +92,382 | New |
| CI Private Wealth, LLC | 93,850 | $1.57M | 0.00% | +3,223+3.6% | Added |
| Advisors Asset Management, Inc. | 97,355 | $1.63M | 0.03% | +15,254+18.6% | Added |
| Sequoia Financial Advisors, LLC | 97,630 | $1.63M | 0.01% | +6,735+7.4% | Added |
| Jane Street Group, LLC | 97,932 | $1.64M | 0.00% | +70,108+252.0% | Added |
| Franklin Resources Inc | 98,901 | $1.66M | 0.00% | −18,064−15.4% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 100,000 | $1.67M | 0.31% | +100,000 | New |
| Assetmark, Inc | 101,571 | $1.70M | 0.00% | +42,766+72.7% | Added |
| Brinker Capital Investments, LLC | 101,825 | $1.70M | 0.01% | +779+0.8% | Added |
| HRT Financial LP | 103,996 | $1.74M | 0.01% | +103,996 | New |