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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1,551 | $30.0K | 0.01% | −33−2.1% | Reduced |
| Wellington Grp LLC | 1,597 | $30.9K | 0.01% | +1,597 | New |
| Cornerstone Planning Group LLC | 1,592 | $33.4K | 0.01% | +1,543+3,149.0% | Added |
| Rothschild Investment LLC | 1,733 | $33.5K | 0.00% | +46+2.7% | Added |
| Private Trust Co NA | 1,786 | $34.5K | 0.00% | +458+34.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,789 | $34.6K | 0.00% | −997−35.8% | Reduced |
| Addison Advisors LLC | 1,876 | $36.3K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,706 | $39.0K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,019 | $40.1K | 0.00% | −16−0.8% | Reduced |
| MAI Capital Management | 2,223 | $43.0K | 0.00% | +280+14.4% | Added |
| JFS Wealth Advisors, LLC | 2,409 | $46.6K | 0.00% | −2−0.1% | Reduced |
| Zions Bancorporation, National Association | 2,555 | $49.4K | 0.00% | +11+0.4% | Added |
| Brown Brothers Harriman & Co | 2,601 | $50.3K | 0.00% | +2,273+693.0% | Added |
| Caitong International Asset Management Co., Ltd | 2,824 | $54.6K | 0.01% | +905+47.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,926 | $56.6K | 0.00% | +628+27.3% | Added |
| Huntington National Bank | 3,067 | $59.3K | 0.00% | −122−3.8% | Reduced |
| Cape Investment Advisory, Inc. | 3,120 | $60.3K | 0.02% | +1,740+126.1% | Added |
| Fifth Third Bancorp | 3,505 | $67.8K | 0.00% | −2,119−37.7% | Reduced |
| NBC Securities, Inc. | 3,597 | $69.5K | 0.01% | +823+29.7% | Added |
| Jones Financial Companies LLLP | 3,682 | $71.2K | 0.00% | +287+8.5% | Added |
| Manchester Capital Management LLC | 3,752 | $72.5K | 0.01% | +3,538+1,653.3% | Added |
| Rosenberg Matthew Hamilton | 3,827 | $74.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,859 | $75.0K | 0.00% | +1,090+39.4% | Added |
| Richardson Financial Services Inc. | 4,042 | $78.1K | 0.05% | +411+11.3% | Added |
| Te Ahumairangi Investment Management Ltd | 4,216 | $81.5K | 0.01% | −6,841−61.9% | Reduced |
| Allworth Financial LP | 4,747 | $91.8K | 0.00% | +872+22.5% | Added |
| Parkside Financial Bank & Trust | 4,974 | $96.1K | 0.01% | −267−5.1% | Reduced |
| V-Square Quantitative Management LLC | 5,634 | $108.9K | 0.01% | +5,634 | New |
| Paradigm Asset Management Co LLC | 6,300 | $121.8K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,286 | $141.0K | 0.00% | +7,286 | New |
| CIBC Private Wealth Group, LLC | 8,884 | $171.7K | 0.00% | +6,140+223.8% | Added |
| Bruce G. Allen Investments, LLC | 8,965 | $173.3K | 0.12% | +22+0.2% | Added |
| Kestra Advisory Services, LLC | 9,677 | $187.1K | 0.00% | −6,196−39.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 10,000 | $193.3K | 0.02% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 10,259 | $198.3K | 0.03% | +10,259 | New |
| D'Orazio & Associates, Inc. | 10,340 | $199.9K | 0.03% | +16+0.2% | Added |
| Catalytic Wealth RIA, LLC | 10,363 | $200.3K | 0.01% | −4,114−28.4% | Reduced |
| 55 North Private Wealth, LLC | 10,402 | $201.1K | 0.05% | +10,402 | New |
| Beacon Pointe Advisors, LLC | 10,465 | $202.3K | 0.00% | +369+3.7% | Added |
| Scientech Research LLC | 10,638 | $205.6K | 0.13% | +10,638 | New |
| 71 West Capital Partners | 10,832 | $209.4K | 0.01% | +10,832 | New |
| Werba Rubin Papier Wealth Management | 11,050 | $213.6K | 0.06% | −1,620−12.8% | Reduced |
| Integrated Wealth Concepts LLC | 11,125 | $215.0K | 0.00% | −15,793−58.7% | Reduced |
| Stephens Inc | 11,351 | $219.4K | 0.00% | +11,351 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,358 | $219.6K | 0.00% | −4,065−26.4% | Reduced |
| Stokes Family Office, LLC | 11,478 | $221.9K | 0.02% | +11,478 | New |
| Walkner Condon Financial Advisors LLC | 11,677 | $225.7K | 0.03% | +1,280+12.3% | Added |
| Syverson Strege & Co | 12,024 | $232.4K | 0.06% | −805−6.3% | Reduced |
| Susquehanna International Group, LLP | 12,201 | $235.8K | 0.00% | −2,543−17.2% | Reduced |
| Independent Advisor Alliance | 12,312 | $238.0K | 0.01% | +12,312 | New |
| Cambridge Investment Research Advisors, Inc. | 12,371 | $239.0K | 0.00% | +12,371 | New |
| Envestnet Portfolio Solutions, Inc. | 12,412 | $239.9K | 0.00% | +121+1.0% | Added |
| Clarius Group, LLC | 12,484 | $241.3K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 12,671 | $244.9K | 0.00% | +12,008+1,811.2% | Added |
| EP Wealth Advisors, LLC | 12,689 | $245.3K | 0.00% | +12,689 | New |
| a16z Perennial Management, L.P. | 12,699 | $245.5K | 0.02% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 12,800 | $247.4K | 0.07% | +657+5.4% | Added |
| Transamerica Financial Advisors, Inc. | 13,235 | $255.8K | 0.02% | +1,198+10.0% | Added |
| Canopy Partners, LLC | 13,627 | $263.4K | 0.09% | +259+1.9% | Added |
| Pensionmark Financial Group, LLC | 13,636 | $263.6K | 0.00% | +13,636 | New |
| Anchyra Partners LLC | 13,709 | $265.0K | 0.08% | +13,709 | New |
| Cromwell Holdings LLC | 13,841 | $267.5K | 0.15% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 13,872 | $268.2K | 0.10% | +148+1.1% | Added |
| Sterling Capital Management LLC | 13,879 | $268.3K | 0.00% | +1,864+15.5% | Added |
| Frec Markets, Inc. | 13,950 | $269.7K | 0.08% | +13,950 | New |
| State Street Corp | 13,954 | $269.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 13,974 | $270.1K | 0.01% | +13,974 | New |
| Coastal Bridge Advisors, LLC | 14,007 | $270.8K | 0.02% | −293−2.0% | Reduced |
| Choate Investment Advisors | 14,062 | $271.8K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 14,079 | $272.1K | 0.01% | +4,737+50.7% | Added |
| Voleon Capital Management LP | 14,096 | $272.5K | 0.01% | +14,096 | New |
| Ascent Group, LLC | 14,185 | $274.2K | 0.01% | +1,095+8.4% | Added |
| Capital Performance Advisors LLP | 14,219 | $274.8K | 0.02% | −337−2.3% | Reduced |
| Concurrent Investment Advisors, LLC | 14,369 | $277.8K | 0.00% | +14,369 | New |
| Brucke Financial, Inc. | 14,441 | $279.1K | 0.15% | +842+6.2% | Added |
| BSW Wealth Partners | 14,528 | $280.8K | 0.03% | −816−5.3% | Reduced |
| Csenge Advisory Group | 14,799 | $286.1K | 0.01% | −166−1.1% | Reduced |
| Burns Matteson Capital Management, LLC | 14,800 | $286.1K | 0.11% | +1,398+10.4% | Added |
| Natural Investments, LLC | 14,861 | $287.0K | 0.07% | +213+1.5% | Added |
| Apollon Wealth Management, LLC | 14,922 | $288.4K | 0.00% | +749+5.3% | Added |
| Sanctuary Advisors, LLC | 15,514 | $299.9K | 0.00% | +1,555+11.1% | Added |
| Modern Wealth Management, LLC | 15,560 | $300.8K | 0.01% | +544+3.6% | Added |
| Greenspring Advisors, LLC | 15,685 | $303.2K | 0.02% | +15,685 | New |
| Two Sigma Advisers, LP | 15,700 | $303.5K | 0.00% | +15,700 | New |
| Umb Bank N A | 16,052 | $310.3K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 16,131 | $311.8K | 0.01% | −640−3.8% | Reduced |
| Fund Advisors of America Inc | 16,598 | $320.8K | 0.29% | +16,598 | New |
| Keel Point, LLC | 17,112 | $330.8K | 0.02% | −27−0.2% | Reduced |
| Aprio Wealth Management, LLC | 17,322 | $334.8K | 0.02% | +805+4.9% | Added |
| Commonwealth Equity Services, LLC | 17,414 | $336.6K | 0.00% | +2,416+16.1% | Added |
| Sowell Financial Services LLC | 17,436 | $337.0K | 0.01% | +2,653+17.9% | Added |
| Wedmont Private Capital | 17,043 | $338.6K | 0.01% | +789+4.9% | Added |
| Dynasty Wealth Management, LLC | 18,012 | $348.2K | 0.00% | +3,882+27.5% | Added |
| Optas, LLC | 18,339 | $354.5K | 0.06% | +2,386+15.0% | Added |
| Personal Cfo Solutions, LLC | 18,554 | $358.6K | 0.06% | +1,236+7.1% | Added |
| Beverly Hills Private Wealth, LLC | 18,680 | $361.1K | 0.06% | +391+2.1% | Added |
| Sage Mountain Advisors LLC | 18,780 | $363.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18,789 | $363.2K | 0.01% | −3,689−16.4% | Reduced |
| Kathmere Capital Management, LLC | 19,207 | $371.3K | 0.03% | +196+1.0% | Added |
| Acadian Asset Management LLC | 19,259 | $372.0K | 0.00% | −19,290−50.0% | Reduced |