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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

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.

Institutional holdersQ4 2025: 424 institutions
Q1 2021: 229 institutionsQ2 2021: 225 institutionsQ3 2021: 236 institutionsQ4 2021: 241 institutionsQ1 2022: 248 institutionsQ2 2022: 244 institutionsQ3 2022: 243 institutionsQ4 2022: 259 institutionsQ1 2023: 265 institutionsQ2 2023: 265 institutionsQ3 2023: 272 institutionsQ4 2023: 308 institutionsQ1 2024: 309 institutionsQ2 2024: 324 institutionsQ3 2024: 333 institutionsQ4 2024: 348 institutionsQ1 2025: 358 institutionsQ2 2025: 371 institutionsQ3 2025: 396 institutionsQ4 2025: 424 institutionsQ1 2026: 446 institutionsQ2 2026: 463 institutions
Value heldQ4 2025: $2.24B
Q1 2021: $907.8MQ2 2021: $861.9MQ3 2021: $872.4MQ4 2021: $831.3MQ1 2022: $765.4MQ2 2022: $708.5MQ3 2022: $623.2MQ4 2022: $908.4MQ1 2023: $873.4MQ2 2023: $936.6MQ3 2023: $984.8MQ4 2023: $910.8MQ1 2024: $1.11BQ2 2024: $1.28BQ3 2024: $1.16BQ4 2024: $1.49BQ1 2025: $1.81BQ2 2025: $1.80BQ3 2025: $1.89BQ4 2025: $2.24BQ1 2026: $2.45BQ2 2026: $3.16B
Institutions holding SMFG and their total value by quarter
QuarterHoldersValue
Q2 2026463$3.16B
Q1 2026446$2.45B
Q4 2025424$2.24B
Q3 2025396$1.89B
Q2 2025371$1.80B
Q1 2025358$1.81B
Q4 2024348$1.49B
Q3 2024333$1.16B
Q2 2024324$1.28B
Q1 2024309$1.11B
Q4 2023308$910.8M
Q3 2023272$984.8M
Q2 2023265$936.6M
Q1 2023265$873.4M
Q4 2022259$908.4M
Q3 2022243$623.2M
Q2 2022244$708.5M
Q1 2022248$765.4M
Q4 2021241$831.3M
Q3 2021236$872.4M
Q2 2021225$861.9M
Q1 2021229$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.

Institutions holding SMFG in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Kingdom Financial Group LLC.0$90.00%0New
Trust Co1$190.00%+1New
Sofos Investments, Inc.2$390.00%−36−94.7%Reduced
TD Waterhouse Canada Inc.6$1160.00%+5+500.0%Added
Murphy & Mullick Capital Management Corp8$1550.00%+8New
Toth Financial Advisory Corp11$2130.00%+11New
Bryn Mawr Trust Co11$2130.00%+11New
Bogart Wealth, LLC32$6190.00%00.0%Unchanged
AdvisorNet Financial, Inc33$6380.00%00.0%Unchanged
TD Capital Management LLC42$8030.00%+42New
Federation des caisses Desjardins du Quebec43$8310.00%+43New
Abound Wealth Management45$8700.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.55$1.06K0.00%+55New
Golden State Wealth Management, LLC58$1.12K0.00%00.0%Unchanged
Caitlin John, LLC59$1.14K0.00%00.0%Unchanged
MV Capital Management, Inc.68$1.31K0.00%+68New
Financial Consulate, Inc76$1.47K0.00%+76New
Godfrey Financial Associates, Inc.79$1.53K0.00%+79New
Central Trust Co83$1.61K0.00%+10+13.7%Added
American Capital Advisory, LLC85$1.64K0.00%−1−1.2%Reduced
Country Trust Bank87$1.68K0.00%00.0%Unchanged
St Germain D J Co Inc91$1.76K0.00%00.0%Unchanged
JNBA Financial Advisors92$1.78K0.00%+92New
Wealth Watch Advisors, INC94$1.82K0.00%00.0%Unchanged
Kilter Group LLC94$1.82K0.00%+94New
Smithfield Trust Co112$2.00K0.00%+112New
Financial Network Wealth Advisors LLC105$2.03K0.00%00.0%Unchanged
CVA Family Office, LLC115$2.22K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.119$2.30K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC125$2.42K0.00%00.0%Unchanged
Elevated Capital Advisors, LLC125$2.42K0.00%+125New
Retirement Wealth Solutions LLC126$2.44K0.00%−6−4.5%Reduced
First Command Advisory Services, Inc.129$2.49K0.00%00.0%Unchanged
Nemes Rush Group LLC151$2.92K0.00%+151New
CX Institutional142$3.00K0.00%00.0%Unchanged
Crewe Advisors LLC159$3.07K0.00%00.0%Unchanged
LRI Investments, LLC164$3.17K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC164$3.17K0.00%00.0%Unchanged
IMA Wealth, Inc.167$3.23K0.00%+167New
Triumph Capital Management167$3.23K0.00%+167New
CWM Advisors, LLC174$3.35K0.00%+174New
Newbridge Financial Services Group, Inc.196$3.79K0.00%+196New
Johnson Financial Group, Inc.202$3.90K0.00%−192−48.7%Reduced
Independence Bank of Kentucky225$4.35K0.00%+225New
WealthCollab, LLC226$4.37K0.00%00.0%Unchanged
Ninepoint Partners LP236$4.56K0.00%+236New
Geneos Wealth Management Inc.241$4.66K0.00%+241New
City Holding Co244$4.71K0.00%00.0%Unchanged
Clean Yield Group250$4.83K0.00%00.0%Unchanged
National Bank of Canada271$5.23K0.00%00.0%Unchanged
ORG Wealth Partners, LLC277$5.35K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC292$5.64K0.00%+292New
Creative Financial Designs Inc311$6.01K0.00%+66+26.9%Added
Center for Financial Planning, Inc.323$6.24K0.00%00.0%Unchanged
Ancora Advisors, LLC324$6.26K0.00%+324New
UMA Financial Services, Inc.335$6.48K0.00%+75+28.8%Added
Manning & Napier Advisors LLC336$6.51K0.00%+336New
Principia Wealth Advisory, LLC341$6.59K0.00%−1−0.3%Reduced
Bell Investment Advisors, Inc384$7.42K0.00%00.0%Unchanged
Spire Wealth Management415$8.03K0.00%−149−26.4%Reduced
SHP Wealth Management415$8.03K0.00%+415New
TD Private Client Wealth LLC495$9.57K0.00%−3,046−86.0%Reduced
Pinnacle Bancorp, Inc.499$9.65K0.00%00.0%Unchanged
Raffa Wealth Management, LLC501$9.68K0.00%−60−10.7%Reduced
Rossby Financial, LCC503$9.72K0.00%+29+6.1%Added
Kayne Anderson Rudnick Investment Management LLC504$9.76K0.00%+1+0.2%Added
Financial Connections Group, Inc.561$10.0K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC533$10.3K0.00%00.0%Unchanged
FWL Investment Management, LLC538$10.4K0.00%−1,773−76.7%Reduced
Redmont Wealth Advisors LLC540$10.4K0.02%00.0%Unchanged
Strategic Wealth Partners, Ltd.618$11.9K0.00%00.0%Unchanged
WPG Advisers, LLC619$12.0K0.01%+104+20.2%Added
Acumen Wealth Advisors, LLC625$12.1K0.00%+625New
Albion Financial Group644$12.4K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC707$13.7K0.00%+707New
SJS Investment Consulting Inc.741$14.3K0.00%+741New
Steigerwald, Gordon & Koch Inc.750$14.5K0.00%00.0%Unchanged
Cheviot Value Management, LLC728$15.3K0.00%00.0%Unchanged
Elyxium Wealth, LLC793$15.3K0.00%+793New
HHM Wealth Advisors, LLC806$15.6K0.00%00.0%Unchanged
Basepoint Wealth LLC818$15.8K0.01%+818New
Harbour Investments, Inc.846$16.4K0.00%00.0%Unchanged
Highline Wealth Partners LLC848$16.4K0.00%00.0%Unchanged
Capital Analysts, LLC882$17.0K0.00%+882New
Larson Financial Group LLC902$17.4K0.00%+520+136.1%Added
GWM Advisors LLC920$17.8K0.00%+11+1.2%Added
Oakworth Capital, Inc.921$17.8K0.00%+921New
GW&K Investment Management, LLC980$19.0K0.00%00.0%Unchanged
Essential Partners LLC1,049$20.3K0.01%+344+48.8%Added
Signature Equity Partners, LLC1,129$21.8K0.01%+1,129New
Aventura Private Wealth, LLC1,193$23.1K0.01%00.0%Unchanged
Root Financial Partners, LLC1,210$23.4K0.00%+272+29.0%Added
Park Square Financial Group, LLC1,629$23.6K0.14%+598+58.0%Added
SageView Advisory Group, LLC1,302$25.2K0.00%+1,302New
PFS Partners, LLC1,395$27.0K0.01%+1,395New
Financial Management Professionals, Inc.1,457$28.2K0.00%00.0%Unchanged
ORG Partners LLC1,505$29.1K0.01%00.0%Unchanged
IFP Advisors, Inc1,520$29.4K0.00%00.0%Unchanged
Bayban1,532$29.6K0.03%+1,532New
Sound Income Strategies, LLC1,404$29.9K0.00%+610+76.8%Added