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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 22,478 | $376.3K | 0.01% | +18,735+500.5% | Added |
| Net Worth Advisory Group | 22,103 | $370.0K | 0.11% | −899−3.9% | Reduced |
| Valeo Financial Advisors, LLC | 21,639 | $362.2K | 0.01% | +1,057+5.1% | Added |
| Ewa, LLC | 21,476 | $359.5K | 0.10% | +174+0.8% | Added |
| Squarepoint Ops LLC | 21,376 | $357.8K | 0.00% | +4,073+23.5% | Added |
| Drive Wealth Management, LLC | 21,280 | $356.2K | 0.08% | +320+1.5% | Added |
| Prime Capital Investment Advisors, LLC | 20,634 | $345.4K | 0.00% | +80.0% | Added |
| Private Advisor Group, LLC | 20,321 | $340.2K | 0.00% | +657+3.3% | Added |
| Walleye Trading LLC | 19,890 | $333.0K | 0.01% | −617−3.0% | Reduced |
| First Affirmative Financial Network | 19,838 | $332.1K | 0.16% | −726−3.5% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | $331.5K | 0.03% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 19,011 | $318.2K | 0.02% | +8,250+76.7% | Added |
| Blair William & Co | 19,001 | $318.1K | 0.00% | +19,001 | New |
| Sage Mountain Advisors LLC | 18,780 | $314.4K | 0.02% | +536+2.9% | Added |
| Bleakley Financial Group, LLC | 18,709 | $313.2K | 0.01% | +391+2.1% | Added |
| Kovitz Investment Group Partners, LLC | 18,619 | $311.7K | 0.00% | +6,080+48.5% | Added |
| Beverly Hills Private Wealth, LLC | 18,289 | $306.2K | 0.05% | +4,263+30.4% | Added |
| Hantz Financial Services, Inc. | 17,923 | $300.0K | 0.00% | +13,467+302.2% | Added |
| Jefferies Financial Group Inc. | 17,837 | $298.6K | 0.00% | −205−1.1% | Reduced |
| Savant Capital, LLC | 17,619 | $294.9K | 0.00% | +85+0.5% | Added |
| Personal Cfo Solutions, LLC | 17,318 | $289.9K | 0.05% | +1,104+6.8% | Added |
| Keel Point, LLC | 17,139 | $286.9K | 0.02% | +482+2.9% | Added |
| Trust Point Inc. | 16,814 | $281.5K | 0.02% | +4,799+39.9% | Added |
| HighPoint Advisor Group LLC | 16,771 | $280.7K | 0.01% | +606+3.7% | Added |
| Summit Global Investments | 16,582 | $278.0K | 0.02% | −15,905−49.0% | Reduced |
| Channing Global Advisors, LLC | 16,539 | $276.9K | 0.19% | +2,345+16.5% | Added |
| Aprio Wealth Management, LLC | 16,517 | $276.5K | 0.03% | +626+3.9% | Added |
| CWM, LLC | 16,516 | $276.0K | 0.00% | +930+6.0% | Added |
| Umb Bank N A | 16,052 | $268.7K | 0.00% | −845−5.0% | Reduced |
| Optas, LLC | 15,953 | $267.1K | 0.05% | +130+0.8% | Added |
| Legacy Financial Advisors, Inc. | 15,912 | $266.4K | 0.04% | +15,912 | New |
| Kestra Advisory Services, LLC | 15,873 | $265.7K | 0.00% | −25,333−61.5% | Reduced |
| Wedmont Private Capital | 16,254 | $261.4K | 0.01% | −688−4.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,423 | $258.2K | 0.01% | +4,976+47.6% | Added |
| BSW Wealth Partners | 15,344 | $256.9K | 0.03% | −2,499−14.0% | Reduced |
| Venturi Wealth Management, LLC | 15,306 | $256.2K | 0.01% | +3,100+25.4% | Added |
| Modern Wealth Management, LLC | 15,016 | $251.4K | 0.00% | −3,740−19.9% | Reduced |
| Commonwealth Equity Services, LLC | 14,998 | $251.0K | 0.00% | +3,375+29.0% | Added |
| Csenge Advisory Group | 14,965 | $250.5K | 0.01% | −10,155−40.4% | Reduced |
| Sowell Financial Services LLC | 14,783 | $247.5K | 0.01% | −3,916−20.9% | Reduced |
| Farther Finance Advisors, LLC | 14,750 | $246.9K | 0.00% | +922+6.7% | Added |
| Susquehanna International Group, LLP | 14,744 | $246.8K | 0.00% | +14,744 | New |
| Natural Investments, LLC | 14,648 | $245.0K | 0.06% | +202+1.4% | Added |
| NewEdge Wealth, LLC | 15,164 | $244.7K | 0.00% | +2,789+22.5% | Added |
| Jain Global LLC | 14,602 | $244.4K | 0.00% | +14,602 | New |
| Capital Performance Advisors LLP | 14,556 | $243.7K | 0.04% | +1,065+7.9% | Added |
| Shilanski & Associates, Inc. | 14,526 | $243.2K | 0.06% | −13−0.1% | Reduced |
| Catalytic Wealth RIA, LLC | 14,477 | $242.3K | 0.01% | +14,477 | New |
| Coastal Bridge Advisors, LLC | 14,300 | $239.4K | 0.02% | −500−3.4% | Reduced |
| Apollon Wealth Management, LLC | 14,173 | $237.3K | 0.00% | +366+2.7% | Added |
| Dynasty Wealth Management, LLC | 14,130 | $236.5K | 0.00% | +14,130 | New |
| Choate Investment Advisors | 14,062 | $235.4K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 14,055 | $235.3K | 0.00% | +2,201+18.6% | Added |
| Sanctuary Advisors, LLC | 13,959 | $233.7K | 0.00% | +975+7.5% | Added |
| State Street Corp | 13,954 | $233.6K | 0.00% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 13,947 | $233.5K | 0.04% | +2,098+17.7% | Added |
| Cromwell Holdings LLC | 13,841 | $231.7K | 0.12% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 13,724 | $229.7K | 0.09% | +36+0.3% | Added |
| Burns Matteson Capital Management, LLC | 13,402 | $224.3K | 0.09% | +2,656+24.7% | Added |
| Canopy Partners, LLC | 13,368 | $223.8K | 0.07% | +810+6.5% | Added |
| Vestmark Advisory Solutions, Inc. | 13,329 | $223.1K | 0.00% | −2,695−16.8% | Reduced |
| Brucke Financial, Inc. | 13,599 | $221.4K | 0.13% | +13,599 | New |
| AXA Investment Managers S.A. | 13,188 | $220.8K | 0.00% | +13,188 | New |
| Ascent Group, LLC | 13,090 | $219.1K | 0.01% | −683−5.0% | Reduced |
| Syverson Strege & Co | 12,829 | $214.8K | 0.05% | −5,831−31.2% | Reduced |
| a16z Perennial Management, L.P. | 12,699 | $212.6K | 0.02% | +12,699 | New |
| Werba Rubin Papier Wealth Management | 12,670 | $212.1K | 0.03% | −5,400−29.9% | Reduced |
| Clarius Group, LLC | 12,484 | $209.0K | 0.01% | 00.0% | Unchanged |
| New Republic Capital, LLC | 12,292 | $205.8K | 0.06% | +1,594+14.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,291 | $205.8K | 0.00% | +678+5.8% | Added |
| Intergy Private Wealth, LLC | 12,143 | $203.3K | 0.06% | +1,132+10.3% | Added |
| Transamerica Financial Advisors, Inc. | 12,037 | $201.7K | 0.02% | −4,561−27.5% | Reduced |
| Brevan Howard Capital Management LP | 12,017 | $201.2K | 0.00% | +12,017 | New |
| Sterling Capital Management LLC | 12,015 | $201.1K | 0.00% | +5,099+73.7% | Added |
| Barclays PLC | 11,540 | $193.2K | 0.00% | +7,540+188.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,536 | $193.1K | 0.00% | +11,536 | New |
| Camden Capital, LLC | 11,351 | $190.0K | 0.01% | −1,976−14.8% | Reduced |
| Abel Hall, LLC | 11,220 | $187.8K | 0.08% | −213−1.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 11,057 | $185.1K | 0.03% | −11,600−51.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 10,397 | $174.1K | 0.03% | +10,397 | New |
| D'Orazio & Associates, Inc. | 10,324 | $172.8K | 0.02% | −147−1.4% | Reduced |
| Cresset Asset Management, LLC | 10,079 | $171.7K | 0.00% | +10,079 | New |
| Flputnam Investment Management Co | 10,177 | $170.4K | 0.00% | −1,539−13.1% | Reduced |
| Skopos Labs, Inc. | 11,121 | $169.0K | 0.02% | −144−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 10,096 | $169.0K | 0.00% | +10,096 | New |
| Onyx Bridge Wealth Group LLC | 10,000 | $167.4K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 9,342 | $156.4K | 0.01% | +325+3.6% | Added |
| Bruce G. Allen Investments, LLC | 8,943 | $149.7K | 0.11% | +47+0.5% | Added |
| Paradigm Asset Management Co LLC | 6,300 | $105.5K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,624 | $94.1K | 0.00% | +3,630+182.0% | Added |
| Parkside Financial Bank & Trust | 5,241 | $87.7K | 0.01% | +74+1.4% | Added |
| Tower Research Capital LLC (TRC) | 4,695 | $78.6K | 0.00% | +4,695 | New |
| Allworth Financial LP | 3,875 | $64.9K | 0.00% | +1,122+40.8% | Added |
| Rosenberg Matthew Hamilton | 3,827 | $64.1K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,655 | $61.2K | 0.00% | +3,655 | New |
| Richardson Financial Services Inc. | 3,631 | $60.8K | 0.04% | +54+1.5% | Added |
| TD Private Client Wealth LLC | 3,541 | $59.3K | 0.00% | −155−4.2% | Reduced |
| Jones Financial Companies LLLP | 3,395 | $57.8K | 0.00% | −3,975−53.9% | Reduced |
| Huntington National Bank | 3,189 | $53.4K | 0.00% | +66+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,786 | $46.6K | 0.00% | +807+40.8% | Added |