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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 2,774 | $46.4K | 0.00% | +823+42.2% | Added |
| Bessemer Group Inc | 2,769 | $46.0K | 0.00% | +932+50.7% | Added |
| CIBC Private Wealth Group, LLC | 2,744 | $45.9K | 0.00% | −56−2.0% | Reduced |
| Zions Bancorporation, National Association | 2,544 | $42.6K | 0.00% | −160−5.9% | Reduced |
| Perritt Capital Management Inc | 2,500 | $41.9K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,411 | $40.4K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 2,311 | $38.7K | 0.01% | +1,560+207.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,298 | $38.5K | 0.00% | −419−15.4% | Reduced |
| Salomon & Ludwin, LLC | 2,035 | $33.7K | 0.00% | +1,955+2,443.8% | Added |
| MAI Capital Management | 1,943 | $32.5K | 0.00% | −9,370−82.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,919 | $32.1K | 0.02% | +1,329+225.3% | Added |
| JPL Wealth Management, LLC | 1,899 | $31.8K | 0.01% | +1,899 | New |
| Addison Advisors LLC | 1,876 | $31.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,866 | $31.2K | 0.01% | +25+1.4% | Added |
| Pin Oak Investment Advisors Inc | 1,706 | $28.6K | 0.02% | +1,706 | New |
| Rothschild Investment LLC | 1,687 | $28.2K | 0.00% | +278+19.7% | Added |
| True Wealth Design, LLC | 1,584 | $26.5K | 0.01% | +1,584 | New |
| IFP Advisors, Inc | 1,520 | $25.4K | 0.00% | −1,320−46.5% | Reduced |
| ORG Partners LLC | 1,505 | $25.2K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,457 | $24.4K | 0.00% | −69−4.5% | Reduced |
| Cape Investment Advisory, Inc. | 1,380 | $23.1K | 0.02% | −1,478−51.7% | Reduced |
| Private Trust Co NA | 1,328 | $22.2K | 0.00% | −880−39.9% | Reduced |
| Aventura Private Wealth, LLC | 1,193 | $20.0K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,031 | $17.3K | 0.07% | −1,350−56.7% | Reduced |
| GW&K Investment Management, LLC | 980 | $16.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 943 | $15.8K | 0.00% | +943 | New |
| Root Financial Partners, LLC | 938 | $15.7K | 0.00% | +938 | New |
| GWM Advisors LLC | 909 | $15.2K | 0.00% | −33−3.5% | Reduced |
| Highline Wealth Partners LLC | 848 | $14.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 846 | $14.2K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 807 | $13.5K | 0.01% | +351+77.0% | Added |
| HHM Wealth Advisors, LLC | 806 | $13.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 794 | $12.7K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 750 | $12.6K | 0.00% | +750 | New |
| Cheviot Value Management, LLC | 728 | $11.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 705 | $11.8K | 0.00% | +705 | New |
| Wealthspire Advisors, LLC | 663 | $11.1K | 0.00% | +663 | New |
| Albion Financial Group | 644 | $10.8K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 618 | $10.3K | 0.00% | +618 | New |
| Spire Wealth Management | 564 | $9.44K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 561 | $9.39K | 0.00% | +90+19.1% | Added |
| Redmont Wealth Advisors LLC | 540 | $9.04K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 561 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 533 | $8.92K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 515 | $8.62K | 0.01% | +58+12.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 503 | $8.43K | 0.00% | +2+0.4% | Added |
| Pinnacle Bancorp, Inc. | 499 | $8.35K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 474 | $7.76K | 0.00% | +86+22.2% | Added |
| Johnson Financial Group, Inc. | 394 | $6.60K | 0.00% | +394 | New |
| Bell Investment Advisors, Inc | 384 | $6.43K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 382 | $6.39K | 0.00% | +106+38.4% | Added |
| Principia Wealth Advisory, LLC | 342 | $5.72K | 0.00% | +215+169.3% | Added |
| Brown Brothers Harriman & Co | 328 | $5.49K | 0.00% | +89+37.2% | Added |
| Center for Financial Planning, Inc. | 323 | $5.41K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 277 | $4.64K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 271 | $4.54K | 0.00% | −204,800−99.9% | Reduced |
| UMA Financial Services, Inc. | 260 | $4.35K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $4.18K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 245 | $4.10K | 0.00% | +80+48.5% | Added |
| City Holding Co | 244 | $4.08K | 0.00% | +244 | New |
| WealthCollab, LLC | 226 | $3.78K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 214 | $3.58K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 206 | $3.45K | 0.00% | 00.0% | Unchanged |
| Motco | 187 | $3.13K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 223 | $3.00K | 0.00% | +223 | New |
| Beaird Harris Wealth Management, LLC | 164 | $2.75K | 0.00% | +57+53.3% | Added |
| LRI Investments, LLC | 164 | $2.75K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 160 | $2.68K | 0.00% | +160 | New |
| Crewe Advisors LLC | 159 | $2.66K | 0.00% | +159 | New |
| Retirement Wealth Solutions LLC | 132 | $2.21K | 0.00% | +132 | New |
| First Command Advisory Services, Inc. | 129 | $2.16K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 125 | $2.09K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 125 | $2.00K | 0.00% | +125 | New |
| Brown, Lisle/Cummings, Inc. | 119 | $1.99K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $1.93K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 105 | $1.76K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 99 | $1.66K | 0.00% | +99 | New |
| GPS Wealth Strategies Group, LLC | 95 | $1.59K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 94 | $1.57K | 0.00% | +94 | New |
| St Germain D J Co Inc | 91 | $1.52K | 0.00% | +91 | New |
| Country Trust Bank | 87 | $1.46K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 86 | $1.44K | 0.00% | +86 | New |
| Central Trust Co | 73 | $1.22K | 0.00% | +73 | New |
| Caitlin John, LLC | 59 | $988 | 0.00% | +59 | New |
| Golden State Wealth Management, LLC | 58 | $971 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 45 | $754 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 39 | $653 | 0.00% | +39 | New |
| Sofos Investments, Inc. | 38 | $636 | 0.00% | +38 | New |
| AdvisorNet Financial, Inc | 33 | $552 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $536 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 23 | $382 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 11 | $177 | 0.00% | +11 | New |
| Twin Tree Management, LP | 3 | $50 | 0.00% | +3 | New |
| TD Waterhouse Canada Inc. | 1 | $16 | 0.00% | 00.0% | Unchanged |
| 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 |