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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 0 | $0 | 0.00% | −46,140−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −36,510−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −25,735−100.0% | Sold out |
| Haven Private, LLC | 0 | $0 | 0.00% | −22,581−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −22,045−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −21,321−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −13,447−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −12,265−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −11,487−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −11,127−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −10,536−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −10,312−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −5,616−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −3,326−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,570−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,064−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −2,029−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −1,217−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −366−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Atlas Capital Advisors LLC | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |