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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 104,300 | $1.75M | 0.00% | −150,366−59.0% | Reduced |
| Evergreen Capital Management LLC | 105,349 | $1.76M | 0.04% | +22,094+26.5% | Added |
| Pekin Hardy Strauss, Inc. | 107,225 | $1.79M | 0.18% | +13,375+14.3% | Added |
| Balyasny Asset Management LLC | 110,960 | $1.86M | 0.00% | +110,960 | New |
| Ieq Capital, LLC | 111,161 | $1.86M | 0.01% | +48,525+77.5% | Added |
| Engineers Gate Manager LP | 111,532 | $1.87M | 0.02% | +111,532 | New |
| Myriad Asset Management US LP | 116,634 | $1.95M | 1.06% | −52,858−31.2% | Reduced |
| Bank of Montreal | 119,655 | $2.00M | 0.00% | +9,458+8.6% | Added |
| Ritholtz Wealth Management | 126,194 | $2.11M | 0.04% | −1,141−0.9% | Reduced |
| Russell Investments Group, Ltd. | 126,229 | $2.11M | 0.00% | +26,340+26.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 126,565 | $2.12M | 0.05% | +126,565 | New |
| William Blair Investment Management, LLC | 131,093 | $2.19M | 0.01% | −133−0.1% | Reduced |
| MML Investors Services, LLC | 131,515 | $2.20M | 0.01% | −33,627−20.4% | Reduced |
| CAPROCK Group, Inc. | 151,332 | $2.48M | 0.06% | +151,332 | New |
| Parr McKnight Wealth Management Group, LLC | 150,136 | $2.51M | 0.33% | +926+0.6% | Added |
| Calamos Wealth Management LLC | 150,650 | $2.52M | 0.09% | +11,754+8.5% | Added |
| First Trust Advisors LP | 153,278 | $2.57M | 0.00% | −110,652−41.9% | Reduced |
| Wetherby Asset Management Inc | 155,405 | $2.60M | 0.11% | −2,104−1.3% | Reduced |
| Park Avenue Securities LLC | 155,951 | $2.61M | 0.02% | −65,198−29.5% | Reduced |
| Naviter Wealth, LLC | 156,556 | $2.62M | 0.31% | +5,525+3.7% | Added |
| Vise Technologies, Inc. | 156,901 | $2.63M | 0.10% | +10,811+7.4% | Added |
| Greenleaf Trust | 170,091 | $2.85M | 0.03% | −10.0% | Reduced |
| BTC Capital Management, Inc. | 184,917 | $3.09M | 0.21% | +18,907+11.4% | Added |
| Mercer Global Advisors Inc | 184,946 | $3.10M | 0.01% | −27,896−13.1% | Reduced |
| Factory Mutual Insurance Co | 188,992 | $3.16M | 0.03% | +188,992 | New |
| Vident Advisory, LLC | 194,846 | $3.26M | 0.03% | +24,449+14.3% | Added |
| The PNC Financial Services Group, Inc. | 194,991 | $3.26M | 0.00% | +12,086+6.6% | Added |
| Massar Capital Management, LP | 200,000 | $3.35M | 1.20% | −300,000−60.0% | Reduced |
| Ameriprise Financial Inc | 208,650 | $3.49M | 0.00% | +6,714+3.3% | Added |
| Forum Financial Management, LP | 209,587 | $3.51M | 0.05% | 00.0% | Unchanged |
| Callan Family Office, LLC | 216,012 | $3.62M | 0.12% | −26,100−10.8% | Reduced |
| Signaturefd, LLC | 217,598 | $3.64M | 0.06% | +2,180+1.0% | Added |
| Allianz SE | 220,000 | $3.68M | 0.08% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 222,464 | $3.72M | 0.58% | −3,810−1.7% | Reduced |
| Raymond James Financial Inc | 237,985 | $3.98M | 0.00% | +74,119+45.2% | Added |
| JustInvest LLC | 244,131 | $4.09M | 0.04% | −7,068−2.8% | Reduced |
| HighTower Advisors, LLC | 264,583 | $4.43M | 0.01% | +26,964+11.3% | Added |
| Augustine Asset Management Inc | 265,068 | $4.44M | 0.89% | −479−0.2% | Reduced |
| QRG Capital Management, Inc. | 265,369 | $4.44M | 0.05% | −158,667−37.4% | Reduced |
| Cetera Investment Advisers | 271,486 | $4.54M | 0.01% | −10,592−3.8% | Reduced |
| Quadrant Capital Group LLC | 279,348 | $4.68M | 0.15% | +2,096+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 296,416 | $5.04M | 0.03% | +43,461+17.2% | Added |
| Eagle Global Advisors LLC | 305,000 | $5.11M | 0.20% | −6,000−1.9% | Reduced |
| Moran Wealth Management, LLC | 320,272 | $5.36M | 0.16% | +10,186+3.3% | Added |
| Advisor Group Holdings, Inc. | 363,324 | $6.07M | 0.01% | −185,150−33.8% | Reduced |
| SEI Investments Co | 363,307 | $6.08M | 0.01% | +69,578+23.7% | Added |
| LPL Financial LLC | 368,464 | $6.17M | 0.00% | −160,980−30.4% | Reduced |
| UBS Group AG | 371,861 | $6.22M | 0.00% | −91,641−19.8% | Reduced |
| Ethic Inc. | 376,969 | $6.31M | 0.10% | +19,072+5.3% | Added |
| US Bancorp | 383,791 | $6.42M | 0.01% | +13,423+3.6% | Added |
| Mariner, LLC | 402,045 | $6.73M | 0.01% | +21,512+5.7% | Added |
| Federated Hermes, Inc. | 424,283 | $7.10M | 0.01% | +170,789+67.4% | Added |
| Cubist Systematic Strategies, LLC | 446,154 | $7.47M | 0.11% | +349,946+363.7% | Added |
| Cerity Partners LLC | 451,265 | $7.55M | 0.01% | −7,662−1.7% | Reduced |
| CIBC World Markets Inc. | 454,693 | $7.61M | 0.02% | −100,225−18.1% | Reduced |
| Westfield Capital Management Co LP | 459,467 | $7.69M | 0.03% | −82,415−15.2% | Reduced |
| Stifel Financial Corp | 469,304 | $7.86M | 0.01% | −1,872−0.4% | Reduced |
| Boston Partners | 518,013 | $8.66M | 0.01% | +99,623+23.8% | Added |
| AQR Capital Management LLC | 520,520 | $8.71M | 0.01% | +151,533+41.1% | Added |
| Crossmark Global Holdings, Inc. | 532,465 | $8.91M | 0.13% | +220.0% | Added |
| JPMorgan Chase & Co | 537,443 | $9.00M | 0.00% | −653,123−54.9% | Reduced |
| Pathstone Holdings, LLC | 537,834 | $9.00M | 0.03% | +65,588+13.9% | Added |
| Creative Planning | 561,218 | $9.39M | 0.01% | +65,453+13.2% | Added |
| Allspring Global Investments Holdings, LLC | 626,801 | $10.3M | 0.02% | −22,426−3.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 630,336 | $10.6M | 0.06% | +29,981+5.0% | Added |
| Massachusetts Financial Services Co | 643,443 | $10.8M | 0.00% | +264,258+69.7% | Added |
| Qube Research & Technologies Ltd | 651,867 | $10.9M | 0.02% | +334,354+105.3% | Added |
| Ramirez Asset Management, Inc. | 686,270 | $11.5M | 1.60% | +180,399+35.7% | Added |
| Bank of New York Mellon Corp | 686,534 | $11.5M | 0.00% | +48,126+7.5% | Added |
| Natixis Advisors, L.P. | 703,125 | $11.8M | 0.02% | −497,377−41.4% | Reduced |
| D. E. Shaw & Co., Inc. | 712,878 | $11.9M | 0.01% | +443,584+164.7% | Added |
| Anderson Hoagland & Co | 733,057 | $12.3M | 1.10% | −55,793−7.1% | Reduced |
| Royal Bank of Canada | 766,874 | $12.8M | 0.00% | +143,317+23.0% | Added |
| Charles Schwab Investment Management Inc | 770,429 | $12.9M | 0.00% | +139,119+22.0% | Added |
| Capital Wealth Planning, LLC | 786,865 | $13.2M | 0.09% | +189,290+31.7% | Added |
| Causeway Capital Management LLC | 800,903 | $13.4M | 0.18% | +499,107+165.4% | Added |
| Voloridge Investment Management, LLC | 837,396 | $14.0M | 0.05% | +837,396 | New |
| Tudor Investment Corp Et Al | 927,179 | $15.5M | 0.10% | +490,891+112.5% | Added |
| Invesco Ltd. | 1,072,567 | $18.0M | 0.00% | +107,701+11.2% | Added |
| Millennium Management LLC | 1,085,388 | $18.2M | 0.01% | +108,770+11.1% | Added |
| Quantinno Capital Management LP | 1,127,281 | $18.9M | 0.05% | +209,065+22.8% | Added |
| Toronto Dominion Bank | 1,370,000 | $22.9M | 0.04% | +1,370,000 | New |
| Bank of America Corp | 1,442,394 | $24.1M | 0.00% | −479,318−24.9% | Reduced |
| Fisher Asset Management, LLC | 1,524,435 | $25.5M | 0.01% | +167,242+12.3% | Added |
| Envestnet Asset Management Inc | 1,995,065 | $33.4M | 0.01% | −307,346−13.3% | Reduced |
| American Century Companies Inc | 2,036,709 | $34.1M | 0.02% | +294,124+16.9% | Added |
| Wells Fargo & Company | 2,132,384 | $35.7M | 0.01% | +114,675+5.7% | Added |
| Renaissance Technologies LLC | 2,284,070 | $38.2M | 0.05% | +213,297+10.3% | Added |
| Dimensional Fund Advisors LP | 2,886,033 | $48.3M | 0.01% | +9,022+0.3% | Added |
| Clark Capital Management Group, Inc. | 4,143,124 | $69.4M | 0.43% | −2,374,548−36.4% | Reduced |
| Northern Trust Corp | 5,743,128 | $96.1M | 0.01% | +147,963+2.6% | Added |
| BlackRock, Inc. | 7,113,405 | $119.1M | 0.00% | +245,755+3.6% | Added |
| FMR LLC | 10,772,380 | $180.3M | 0.01% | +1,088,311+11.2% | Added |
| Goldman Sachs Group Inc | 10,836,748 | $181.4M | 0.03% | +164,346+1.5% | Added |
| Morgan Stanley | 21,136,704 | $353.8M | 0.02% | −10,120,195−32.4% | Reduced |
| Cornerstone Planning Group LLC | 49 | – | – | −817−94.3% | Reduced |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −168,076−100.0% | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −92,885−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −80,482−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −63,217−100.0% | Sold out |