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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 97,932 | $1.64M | 0.00% | +70,108+252.0% | Added |
| Sequoia Financial Advisors, LLC | 97,630 | $1.63M | 0.01% | +6,735+7.4% | Added |
| Advisors Asset Management, Inc. | 97,355 | $1.63M | 0.03% | +15,254+18.6% | Added |
| CI Private Wealth, LLC | 93,850 | $1.57M | 0.00% | +3,223+3.6% | Added |
| Abc Arbitrage SA | 92,382 | $1.55M | 0.15% | +92,382 | New |
| Rhumbline Advisers | 91,733 | $1.54M | 0.00% | −29,156−24.1% | Reduced |
| Atomi Financial Group, Inc. | 89,811 | $1.50M | 0.05% | +12,290+15.9% | Added |
| Dorsey Wright & Associates | 88,190 | $1.48M | 0.33% | −9,119−9.4% | Reduced |
| Coldstream Capital Management Inc | 87,964 | $1.47M | 0.02% | +34,707+65.2% | Added |
| Neuberger Berman Group LLC | 87,929 | $1.47M | 0.00% | +13,967+18.9% | Added |
| CIBC Asset Management Inc | 87,232 | $1.46M | 0.00% | −32,411−27.1% | Reduced |
| United Capital Financial Advisers, LLC | 84,346 | $1.41M | 0.01% | +4,161+5.2% | Added |
| Diversify Wealth Management, LLC | 82,245 | $1.34M | 0.08% | +1,695+2.1% | Added |
| Gradient Investments LLC | 73,350 | $1.23M | 0.02% | +30,024+69.3% | Added |
| Principal Securities, Inc. | 70,539 | $1.18M | 0.02% | −37,962−35.0% | Reduced |
| Lockheed Martin Investment Management Co | 70,230 | $1.18M | 0.04% | −5,770−7.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 70,083 | $1.17M | 0.09% | −30,707−30.5% | Reduced |
| XY Capital Ltd | 69,507 | $1.16M | 0.97% | +69,507 | New |
| Ballentine Partners, LLC | 69,333 | $1.16M | 0.02% | −1,553−2.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 69,301 | $1.16M | 0.06% | −479−0.7% | Reduced |
| M&T Bank Corp | 67,603 | $1.13M | 0.00% | +9,736+16.8% | Added |
| Mount Yale Investment Advisors, LLC | 65,989 | $1.10M | 0.08% | +135+0.2% | Added |
| 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 |
| Capital Fund Management S.A. | 62,898 | $1.05M | 0.01% | +62,898 | New |
| Quantbot Technologies LP | 62,726 | $1.05M | 0.03% | −22,283−26.2% | Reduced |
| Aaron Wealth Advisors | 62,283 | $1.04M | 0.06% | +878+1.4% | Added |
| GTS Securities LLC | 62,015 | $1.04M | 0.04% | +62,015 | New |
| RSM US Wealth Management LLC | 60,097 | $1.01M | 0.01% | +6,282+11.7% | Added |
| Barometer Capital Management Inc. | 60,054 | $1.01M | 0.23% | +20,500+51.8% | Added |
| AdvisorShares Investments LLC | 60,020 | $1.00M | 0.16% | −7,799−11.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 59,961 | $1.00M | 0.01% | +11,286+23.2% | Added |
| Investors Research Corp | 56,554 | $946.7K | 0.18% | 00.0% | Unchanged |
| XTX Topco Ltd | 56,386 | $943.9K | 0.05% | −13,456−19.3% | Reduced |
| Glenmede Investment Management, LP | 55,991 | $937.3K | 0.00% | −958−1.7% | Reduced |
| 1832 Asset Management L.P. | 55,212 | $924.2K | 0.00% | −8,083−12.8% | Reduced |
| Yousif Capital Management, LLC | 54,869 | $918.5K | 0.01% | −20,580−27.3% | Reduced |
| Smartleaf Asset Management LLC | 54,464 | $917.2K | 0.06% | +10,186+23.0% | Added |
| Mission Wealth Management, LP | 54,278 | $908.6K | 0.02% | −3,854−6.6% | Reduced |
| Rockefeller Capital Management L.P. | 54,204 | $907.4K | 0.00% | −6,949−11.4% | Reduced |
| Capital Insight Partners, LLC | 53,485 | $895.3K | 0.15% | +262+0.5% | Added |
| Parallel Advisors, LLC | 52,075 | $871.7K | 0.02% | −2,933−5.3% | Reduced |
| Citigroup Inc | 50,367 | $843.1K | 0.00% | +7,250+16.8% | Added |
| Citadel Advisors LLC | 49,360 | $826.3K | 0.00% | +49,360 | New |
| PDS Planning, Inc | 49,331 | $825.8K | 0.06% | +2,281+4.8% | Added |
| Captrust Financial Advisors | 48,302 | $808.6K | 0.00% | +3,268+7.3% | Added |
| Checchi Capital Advisers, LLC | 47,713 | $798.7K | 0.05% | +1,403+3.0% | Added |
| Ellevest, Inc. | 47,284 | $791.5K | 0.11% | +4,928+11.6% | Added |
| RNC Capital Management LLC | 45,356 | $759.3K | 0.03% | +3,593+8.6% | Added |
| Oppenheimer Asset Management Inc. | 45,167 | $756.1K | 0.01% | +27,481+155.4% | Added |
| Summit Financial, LLC | 44,230 | $740.4K | 0.01% | +2,087+5.0% | Added |
| Tred Avon Family Wealth, LLC | 43,534 | $728.8K | 0.25% | +43,534 | New |
| Atria Investments LLC | 42,478 | $711.1K | 0.01% | −10,539−19.9% | Reduced |
| Truist Financial Corp | 38,784 | $649.3K | 0.00% | +15,058+63.5% | Added |
| Acadian Asset Management LLC | 38,549 | $645.0K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 38,414 | $643.1K | 0.00% | +2,926+8.2% | Added |
| AlphaCore Capital LLC | 38,312 | $641.3K | 0.02% | +22,400+140.8% | Added |
| HB Wealth Management, LLC | 37,524 | $628.2K | 0.00% | +10,072+36.7% | Added |
| Prospera Financial Services Inc | 37,369 | $625.5K | 0.01% | +66+0.2% | Added |
| Covenant Partners, LLC | 37,262 | $623.8K | 0.18% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 36,122 | $604.7K | 0.14% | +106+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 35,480 | $593.9K | 0.07% | −98−0.3% | Reduced |
| Bailard, Inc. | 35,396 | $592.5K | 0.01% | +7,150+25.3% | Added |
| Sage Rhino Capital LLC | 35,127 | $588.0K | 0.11% | −256−0.7% | Reduced |
| Syon Capital LLC | 34,671 | $580.4K | 0.03% | +11,903+52.3% | Added |
| Gallacher Capital Management LLC | 34,284 | $573.9K | 0.23% | +4,974+17.0% | Added |
| Global Retirement Partners, LLC | 33,688 | $563.9K | 0.01% | +4,434+15.2% | Added |
| Dakota Wealth Management | 33,632 | $563.0K | 0.01% | +9,389+38.7% | Added |
| Entropy Technologies, LP | 33,495 | $560.7K | 0.04% | +33,495 | New |
| Chevy Chase Trust Holdings, Inc. | 33,246 | $556.5K | 0.00% | −44−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 34,522 | $555.1K | 0.00% | +10,280+42.4% | Added |
| Sivia Capital Partners, LLC | 32,886 | $550.5K | 0.16% | +488+1.5% | Added |
| Westwood Holdings Group Inc. | 32,820 | $549.0K | 0.00% | −4,120−11.2% | Reduced |
| Lazard Asset Management LLC | 32,724 | $547.8K | 0.00% | −1,804−5.2% | Reduced |
| Mather Group, LLC. | 32,709 | $547.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 32,081 | $537.0K | 0.02% | −41−0.1% | Reduced |
| Versant Capital Management, Inc | 31,219 | $522.6K | 0.07% | +656+2.1% | Added |
| GAMMA Investing LLC | 30,985 | $518.7K | 0.03% | +1,803+6.2% | Added |
| Principal Street Partners, LLC | 29,475 | $493.4K | 0.08% | −28,793−49.4% | Reduced |
| Two Sigma Securities, LLC | 28,956 | $484.7K | 0.07% | +7,481+34.8% | Added |
| Schroder Investment Management Group | 28,631 | $474.2K | 0.00% | +57+0.2% | Added |
| Shelton Capital Management | 27,994 | $468.6K | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 27,791 | $454.4K | 0.02% | +2,118+8.2% | Added |
| Integrated Wealth Concepts LLC | 26,918 | $450.6K | 0.00% | −4,432−14.1% | Reduced |
| Louisbourg Investments Inc. | 26,652 | $446.2K | 0.10% | 00.0% | Unchanged |
| Keybank National Association | 26,633 | $445.8K | 0.00% | +4,168+18.6% | Added |
| Sagespring Wealth Partners, LLC | 26,257 | $439.5K | 0.01% | +1,134+4.5% | Added |
| Johnson Investment Counsel Inc | 25,866 | $433.0K | 0.00% | −30,480−54.1% | Reduced |
| Traveka Wealth, LLC | 25,740 | $430.9K | 0.19% | +73+0.3% | Added |
| Lido Advisors, LLC | 25,521 | $427.2K | 0.00% | +6,518+34.3% | Added |
| Merit Financial Group, LLC | 25,249 | $422.7K | 0.00% | +2,311+10.1% | Added |
| Seeds Investor LLC | 25,019 | $418.8K | 0.09% | +927+3.8% | Added |
| Pzena Investment Management LLC | 24,687 | $413.3K | 0.00% | +635+2.6% | Added |
| Pitcairn Co | 24,606 | $411.9K | 0.03% | −5,806−19.1% | Reduced |
| Five Oceans Advisors | 24,405 | $408.5K | 0.15% | 00.0% | Unchanged |
| West Family Investments, Inc. | 24,011 | $401.9K | 0.09% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 23,777 | $398.0K | 0.00% | −243−1.0% | Reduced |
| Bridgewater Advisors Inc. | 24,126 | $394.7K | 0.03% | −95−0.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 23,525 | $393.8K | 0.05% | +6,415+37.5% | Added |
| Marshall Wace, LLP | 22,486 | $376.4K | 0.00% | +22,486 | New |