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, Q4 2025
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Dec 31, 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
- 424
- +38 vs. Q3 2025
- Shares held
- 115.8M
- +3.36M (+3.0%) vs. Q3 2025
- Total value
- $2.24B
- +$357.2M (+19.0%) vs. Q3 2025
- New holders
- 76
- 192 more added
- Sold out
- 38
- 92 more reduced
10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 21,541,139 | $416.4M | 0.02% | +404,435+1.9% | Added |
| FMR LLC | 12,247,737 | $236.7M | 0.01% | +1,475,357+13.7% | Added |
| Goldman Sachs Group Inc | 11,003,838 | $212.7M | 0.03% | +167,090+1.5% | Added |
| BlackRock, Inc. | 7,157,740 | $138.4M | 0.00% | +44,335+0.6% | Added |
| Northern Trust Corp | 6,099,005 | $117.9M | 0.02% | +355,877+6.2% | Added |
| Clark Capital Management Group, Inc. | 4,105,864 | $79.4M | 0.49% | −37,260−0.9% | Reduced |
| Dimensional Fund Advisors LP | 2,872,812 | $55.5M | 0.01% | −13,221−0.5% | Reduced |
| American Century Companies Inc | 2,343,002 | $45.3M | 0.02% | +306,293+15.0% | Added |
| Wells Fargo & Company | 2,151,904 | $41.6M | 0.01% | +19,520+0.9% | Added |
| Envestnet Asset Management Inc | 2,058,315 | $39.8M | 0.01% | +63,250+3.2% | Added |
| Renaissance Technologies LLC | 1,924,517 | $37.2M | 0.06% | −359,553−15.7% | Reduced |
| Fisher Asset Management, LLC | 1,646,997 | $31.8M | 0.01% | +122,562+8.0% | Added |
| Bank of America Corp | 1,527,195 | $29.5M | 0.00% | +84,801+5.9% | Added |
| Quantinno Capital Management LP | 1,370,588 | $26.5M | 0.05% | +243,307+21.6% | Added |
| Jane Street Group, LLC | 1,318,753 | $25.5M | 0.03% | +1,220,821+1,246.6% | Added |
| Causeway Capital Management LLC | 1,177,274 | $22.8M | 0.31% | +376,371+47.0% | Added |
| Capital Wealth Planning, LLC | 1,083,145 | $21.1M | 0.14% | +296,280+37.7% | Added |
| Invesco Ltd. | 1,003,451 | $19.4M | 0.00% | −69,116−6.4% | Reduced |
| Charles Schwab Investment Management Inc | 886,131 | $17.1M | 0.00% | +115,702+15.0% | Added |
| Massachusetts Financial Services Co | 736,467 | $14.2M | 0.00% | +93,024+14.5% | Added |
| UBS Group AG | 731,255 | $14.1M | 0.00% | +359,394+96.6% | Added |
| Anderson Hoagland & Co | 727,579 | $14.1M | 1.21% | −5,478−0.7% | Reduced |
| Bank of New York Mellon Corp | 711,130 | $13.7M | 0.00% | +24,596+3.6% | Added |
| JPMorgan Chase & Co | 711,065 | $13.7M | 0.00% | +173,622+32.3% | Added |
| Ramirez Asset Management, Inc. | 710,653 | $13.7M | 1.81% | +24,383+3.6% | Added |
| O'Shaughnessy Asset Management, LLC | 692,443 | $13.4M | 0.07% | +62,107+9.9% | Added |
| Creative Planning | 662,822 | $12.8M | 0.01% | +101,604+18.1% | Added |
| AQR Capital Management LLC | 644,757 | $12.5M | 0.01% | +124,237+23.9% | Added |
| Allspring Global Investments Holdings, LLC | 609,928 | $11.9M | 0.02% | −16,873−2.7% | Reduced |
| Natixis Advisors, L.P. | 602,784 | $11.7M | 0.02% | −100,341−14.3% | Reduced |
| D. E. Shaw & Co., Inc. | 600,909 | $11.6M | 0.01% | −111,969−15.7% | Reduced |
| Pathstone Holdings, LLC | 584,325 | $11.3M | 0.04% | +46,491+8.6% | Added |
| Federated Hermes, Inc. | 543,985 | $10.5M | 0.02% | +119,702+28.2% | Added |
| Stifel Financial Corp | 532,736 | $10.3M | 0.01% | +63,432+13.5% | Added |
| Voloridge Investment Management, LLC | 529,486 | $10.2M | 0.04% | −307,910−36.8% | Reduced |
| Boston Partners | 483,561 | $9.38M | 0.01% | −34,452−6.7% | Reduced |
| Crossmark Global Holdings, Inc. | 462,908 | $8.95M | 0.13% | −69,557−13.1% | Reduced |
| CIBC World Markets Inc. | 456,766 | $8.83M | 0.02% | +2,073+0.5% | Added |
| Westfield Capital Management Co LP | 453,681 | $8.77M | 0.04% | −5,786−1.3% | Reduced |
| Cerity Partners LLC | 429,101 | $8.29M | 0.01% | −22,164−4.9% | Reduced |
| LPL Financial LLC | 426,347 | $8.24M | 0.00% | +57,883+15.7% | Added |
| Citadel Advisors LLC | 425,691 | $8.23M | 0.01% | +376,331+762.4% | Added |
| SEI Investments Co | 419,198 | $8.10M | 0.01% | +55,891+15.4% | Added |
| Point72 Asset Management, L.P. | 410,466 | $7.93M | 0.01% | +306,166+293.5% | Added |
| Mariner, LLC | 409,755 | $7.92M | 0.01% | +7,710+1.9% | Added |
| Ethic Inc. | 385,023 | $7.44M | 0.11% | +8,054+2.1% | Added |
| Moran Wealth Management, LLC | 379,568 | $7.34M | 0.22% | +59,296+18.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 351,606 | $6.80M | 0.04% | +55,190+18.6% | Added |
| Toronto Dominion Bank | 341,835 | $6.61M | 0.01% | −1,028,165−75.0% | Reduced |
| Raymond James Financial Inc | 330,517 | $6.39M | 0.00% | +92,532+38.9% | Added |
| US Bancorp | 321,641 | $6.22M | 0.01% | −62,150−16.2% | Reduced |
| Massar Capital Management, LP | 320,000 | $6.19M | 1.22% | +120,000+60.0% | Added |
| Eagle Global Advisors LLC | 299,000 | $5.78M | 0.21% | −6,000−2.0% | Reduced |
| Quadrant Capital Group LLC | 279,861 | $5.41M | 0.16% | +513+0.2% | Added |
| Cetera Investment Advisers | 278,186 | $5.38M | 0.01% | +6,700+2.5% | Added |
| HighTower Advisors, LLC | 274,358 | $5.30M | 0.01% | +9,775+3.7% | Added |
| QRG Capital Management, Inc. | 271,635 | $5.25M | 0.06% | +6,266+2.4% | Added |
| Augustine Asset Management Inc | 263,673 | $5.10M | 1.02% | −1,395−0.5% | Reduced |
| Royal Bank of Canada | 260,698 | $5.04M | 0.00% | −506,176−66.0% | Reduced |
| Callan Family Office, LLC | 250,706 | $4.85M | 0.10% | +34,694+16.1% | Added |
| Laird Norton Trust Company, LLC | 234,111 | $4.53M | 0.09% | +234,111 | New |
| JustInvest LLC | 227,943 | $4.41M | 0.04% | −16,188−6.6% | Reduced |
| Signaturefd, LLC | 220,927 | $4.27M | 0.07% | +3,329+1.5% | Added |
| Allianz SE | 220,000 | $4.25M | 0.05% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 215,131 | $4.16M | 0.66% | −7,333−3.3% | Reduced |
| Forum Financial Management, LP | 209,587 | $4.05M | 0.05% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 208,707 | $4.03M | 0.08% | +51,806+33.0% | Added |
| Ameriprise Financial Inc | 206,607 | $3.99M | 0.00% | −2,043−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 190,855 | $3.69M | 0.00% | −4,136−2.1% | Reduced |
| Factory Mutual Insurance Co | 188,992 | $3.65M | 0.04% | 00.0% | Unchanged |
| Vident Advisory, LLC | 188,070 | $3.64M | 0.03% | −6,776−3.5% | Reduced |
| Mercer Global Advisors Inc | 184,256 | $3.56M | 0.01% | −690−0.4% | Reduced |
| Tudor Investment Corp Et Al | 172,858 | $3.34M | 0.02% | −754,321−81.4% | Reduced |
| Greenleaf Trust | 169,678 | $3.28M | 0.03% | −413−0.2% | Reduced |
| XTX Topco Ltd | 168,140 | $3.25M | 0.09% | +111,754+198.2% | Added |
| MML Investors Services, LLC | 164,352 | $3.18M | 0.01% | +32,837+25.0% | Added |
| Calamos Wealth Management LLC | 159,424 | $3.08M | 0.11% | +8,774+5.8% | Added |
| Russell Investments Group, Ltd. | 158,019 | $3.05M | 0.00% | +31,790+25.2% | Added |
| Park Avenue Securities LLC | 154,946 | $3.00M | 0.03% | −1,005−0.6% | Reduced |
| CAPROCK Group, Inc. | 153,875 | $2.97M | 0.06% | +2,543+1.7% | Added |
| CIBC Asset Management Inc | 153,883 | $2.91M | 0.01% | +66,651+76.4% | Added |
| Assetmark, Inc | 150,140 | $2.90M | 0.01% | +48,569+47.8% | Added |
| Parr McKnight Wealth Management Group, LLC | 146,417 | $2.83M | 0.37% | −3,719−2.5% | Reduced |
| First Trust Advisors LP | 140,320 | $2.71M | 0.00% | −12,958−8.5% | Reduced |
| Captrust Financial Advisors | 133,525 | $2.58M | 0.00% | +85,223+176.4% | Added |
| Naviter Wealth, LLC | 131,837 | $2.55M | 0.33% | −24,719−15.8% | Reduced |
| Abc Arbitrage SA | 130,260 | $2.52M | 0.24% | +37,878+41.0% | Added |
| Ritholtz Wealth Management | 127,652 | $2.47M | 0.05% | +1,458+1.2% | Added |
| William Blair Investment Management, LLC | 124,444 | $2.41M | 0.01% | −6,649−5.1% | Reduced |
| Ieq Capital, LLC | 123,809 | $2.39M | 0.01% | +12,648+11.4% | Added |
| BTC Capital Management, Inc. | 120,185 | $2.32M | 0.16% | −64,732−35.0% | Reduced |
| XY Capital Ltd | 119,922 | $2.32M | 2.35% | +50,415+72.5% | Added |
| Advisors Asset Management, Inc. | 117,464 | $2.27M | 0.04% | +20,109+20.7% | Added |
| DV Equities, LLC | 116,921 | $2.26M | 0.41% | +116,921 | New |
| Pekin Hardy Strauss, Inc. | 113,975 | $2.20M | 0.20% | +6,750+6.3% | Added |
| Walleye Capital LLC | 111,238 | $2.15M | 0.01% | +111,238 | New |
| Neuberger Berman Group LLC | 108,880 | $2.10M | 0.00% | +20,951+23.8% | Added |
| Gradient Investments LLC | 108,832 | $2.10M | 0.03% | +35,482+48.4% | Added |
| Rhumbline Advisers | 108,422 | $2.10M | 0.00% | +16,689+18.2% | Added |
| Atomi Financial Group, Inc. | 105,188 | $2.03M | 0.06% | +15,377+17.1% | Added |