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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

Q4 2025 vs. Q3 2025

How the institutions holding Sumitomo Mitsui Financial Group, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of SMFG: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders39610424+38
Shares113.2M720.0K115.8M+3.36M (+3.0%)
Value$1.89B$12.1M$2.24B+$357.2M (+19.0%)

10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (76)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to SMFG in Q4 2025
InstitutionSharesValue% of portfolio
Laird Norton Trust Company, LLC234,111$4.53M0.09%
DV Equities, LLC116,921$2.26M0.41%
Walleye Capital LLC111,238$2.15M0.01%
Old Mission Capital LLC76,552$1.48M0.06%
Flow Traders U.S. LLC68,348$1.32M0.04%
Abacus Wealth Partners, LLC62,224$1.20M0.12%
DRW Securities, LLC58,178$1.12M0.09%
Themes Management Co LLC49,249$952.0K0.76%
Limestone Investment Advisors LP47,905$926.0K0.63%
Glenmede Trust Co NA41,158$795.6K0.00%
Legacy Wealth Asset Management, LLC40,872$790.1K0.19%
Flatrock Wealth Partners LLC40,088$774.9K0.37%
SmartHarvest Portfolios, LLC28,010$541.4K0.19%
Atlas Capital Advisors LLC27,014$522.2K0.06%
Basecamp Wealth Advisors LLC21,689$419.2K0.09%
UBS Asset Management Americas Inc21,290$411.5K0.00%
Evolve Private Wealth, LLC19,890$384.5K0.02%
Fund Advisors of America Inc16,598$320.8K0.29%
Two Sigma Advisers, LP15,700$303.5K0.00%
Greenspring Advisors, LLC15,685$303.2K0.02%
Concurrent Investment Advisors, LLC14,369$277.8K0.00%
Voleon Capital Management LP14,096$272.5K0.01%
Ameritas Advisory Services, LLC13,974$270.1K0.01%
Frec Markets, Inc.13,950$269.7K0.08%
Anchyra Partners LLC13,709$265.0K0.08%
Pensionmark Financial Group, LLC13,636$263.6K0.00%
EP Wealth Advisors, LLC12,689$245.3K0.00%
Cambridge Investment Research Advisors, Inc.12,371$239.0K0.00%
Independent Advisor Alliance12,312$238.0K0.01%
Stokes Family Office, LLC11,478$221.9K0.02%
Stephens Inc11,351$219.4K0.00%
71 West Capital Partners10,832$209.4K0.01%
Scientech Research LLC10,638$205.6K0.13%
55 North Private Wealth, LLC10,402$201.1K0.05%
Riversedge Advisors, LLC10,259$198.3K0.03%
SG Americas Securities, LLC7,286$141.0K0.00%
V-Square Quantitative Management LLC5,634$108.9K0.01%
Wellington Grp LLC1,597$30.9K0.01%
Bayban1,532$29.6K0.03%
PFS Partners, LLC1,395$27.0K0.01%
SageView Advisory Group, LLC1,302$25.2K0.00%
Signature Equity Partners, LLC1,129$21.8K0.01%
Oakworth Capital, Inc.921$17.8K0.00%
Capital Analysts, LLC882$17.0K0.00%
Basepoint Wealth LLC818$15.8K0.01%
Elyxium Wealth, LLC793$15.3K0.00%
SJS Investment Consulting Inc.741$14.3K0.00%
Annis Gardner Whiting Capital Advisors, LLC707$13.7K0.00%
Acumen Wealth Advisors, LLC625$12.1K0.00%
SHP Wealth Management415$8.03K0.00%
Manning & Napier Advisors LLC336$6.51K0.00%
Ancora Advisors, LLC324$6.26K0.00%
Nisa Investment Advisors, LLC292$5.64K0.00%
Geneos Wealth Management Inc.241$4.66K0.00%
Ninepoint Partners LP236$4.56K0.00%
Independence Bank of Kentucky225$4.35K0.00%
Newbridge Financial Services Group, Inc.196$3.79K0.00%
CWM Advisors, LLC174$3.35K0.00%
IMA Wealth, Inc.167$3.23K0.00%
Triumph Capital Management167$3.23K0.00%
Nemes Rush Group LLC151$2.92K0.00%
Elevated Capital Advisors, LLC125$2.42K0.00%
Smithfield Trust Co112$2.00K0.00%
Kilter Group LLC94$1.82K0.00%
JNBA Financial Advisors92$1.78K0.00%
Godfrey Financial Associates, Inc.79$1.53K0.00%
Financial Consulate, Inc76$1.47K0.00%
MV Capital Management, Inc.68$1.31K0.00%
Cullen/Frost Bankers, Inc.55$1.06K0.00%
Federation des caisses Desjardins du Quebec43$8310.00%
TD Capital Management LLC42$8030.00%
Toth Financial Advisory Corp11$2130.00%
Bryn Mawr Trust Co11$2130.00%
Murphy & Mullick Capital Management Corp8$1550.00%
Trust Co1$190.00%
Kingdom Financial Group LLC.0$90.00%

Sold out (38)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of SMFG in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Myriad Asset Management US LP116,634$1.95M
Engineers Gate Manager LP111,532$1.87M
Balyasny Asset Management LLC110,960$1.86M
Pinpoint Asset Management (Singapore) Pte. Ltd.100,000$1.67M
Campbell & CO Investment Adviser LLC70,083$1.17M
Mount Yale Investment Advisors, LLC65,989$1.10M
Capital Fund Management S.A.62,898$1.05M
Quantbot Technologies LP62,726$1.05M
GTS Securities LLC62,015$1.04M
Barometer Capital Management Inc.60,054$1.01M
Schonfeld Strategic Advisors LLC59,961$1.00M
Entropy Technologies, LP33,495$560.7K
Two Sigma Securities, LLC28,956$484.7K
Pitcairn Co24,606$411.9K
Blair William & Co19,001$318.1K
Kovitz Investment Group Partners, LLC18,619$311.7K
Summit Global Investments16,582$278.0K
Legacy Financial Advisors, Inc.15,912$266.4K
Jain Global LLC14,602$244.4K
Summit Trail Advisors, LLC14,055$235.3K
Brevan Howard Capital Management LP12,017$201.2K
Camden Capital, LLC11,351$190.0K
Cresset Asset Management, LLC10,079$171.7K
Tower Research Capital LLC (TRC)4,695$78.6K
Aquatic Capital Management LLC3,655$61.2K
Perritt Capital Management Inc2,500$41.9K
JPL Wealth Management, LLC1,899$31.8K
Rise Advisors, LLC1,866$31.2K
Advisory Services Network, LLC943$15.8K
Tortoise Investment Management, LLC206$3.45K
Motco187$3.13K
Simplex Trading, LLC223$3.00K
HighMark Wealth Management LLC160$2.68K
Montag A & Associates Inc99$1.66K
GPS Wealth Strategies Group, LLC95$1.59K
Palisade Asset Management, LLC39$653
Bear Mountain Capital, Inc.11$177
Twin Tree Management, LP3$50

Not filed for Q4 2025 yet (10)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMFG in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Cubist Systematic Strategies, LLC446,154$7.47M
Wetherby Asset Management Inc155,405$2.60M
Glenmede Investment Management, LP55,991$937.3K
First Affirmative Financial Network19,838$332.1K
Shilanski & Associates, Inc.14,526$243.2K
Wealthstream Advisors, Inc.13,947$233.5K
AXA Investment Managers S.A.13,188$220.8K
Binnacle Investments Inc807$13.5K
Hemington Wealth Management125$2.00K
Creekmur Asset Management LLC23$382