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 |
|---|---|---|---|---|---|
| Trust Point Inc. | 19,633 | $379.5K | 0.03% | +2,819+16.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | $382.7K | 0.03% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 19,890 | $384.5K | 0.02% | +19,890 | New |
| Millennium Management LLC | 20,788 | $401.8K | 0.00% | −1,064,600−98.1% | Reduced |
| Channing Global Advisors, LLC | 20,874 | $403.5K | 0.26% | +4,335+26.2% | Added |
| Private Advisor Group, LLC | 20,903 | $404.1K | 0.00% | +582+2.9% | Added |
| Prime Capital Investment Advisors, LLC | 20,913 | $404.2K | 0.00% | +279+1.4% | Added |
| Jefferies Financial Group Inc. | 20,978 | $405.5K | 0.00% | +3,141+17.6% | Added |
| UBS Asset Management Americas Inc | 21,290 | $411.5K | 0.00% | +21,290 | New |
| Basecamp Wealth Advisors LLC | 21,689 | $419.2K | 0.09% | +21,689 | New |
| Ewa, LLC | 21,709 | $419.6K | 0.10% | +233+1.1% | Added |
| Ronald Blue Trust, Inc. | 21,753 | $420.5K | 0.00% | −2,024−8.5% | Reduced |
| Lido Advisors, LLC | 25,662 | $441.1K | 0.00% | +141+0.6% | Added |
| Qube Research & Technologies Ltd | 22,963 | $443.9K | 0.00% | −628,904−96.5% | Reduced |
| Net Worth Advisory Group | 23,141 | $447.3K | 0.09% | +1,038+4.7% | Added |
| Savant Capital, LLC | 23,721 | $458.5K | 0.00% | +6,102+34.6% | Added |
| Seeds Investor LLC | 23,809 | $460.2K | 0.09% | −1,210−4.8% | Reduced |
| Farther Finance Advisors, LLC | 24,316 | $470.0K | 0.01% | +9,566+64.9% | Added |
| Five Oceans Advisors | 24,405 | $471.7K | 0.17% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 24,417 | $472.0K | 0.09% | +3,137+14.7% | Added |
| Valeo Financial Advisors, LLC | 24,918 | $481.7K | 0.01% | +3,279+15.2% | Added |
| Traveka Wealth, LLC | 26,113 | $504.8K | 0.21% | +373+1.4% | Added |
| Bleakley Financial Group, LLC | 26,192 | $506.3K | 0.01% | +7,483+40.0% | Added |
| Bridgewater Advisors Inc. | 24,656 | $512.8K | 0.03% | +530+2.2% | Added |
| Merit Financial Group, LLC | 26,665 | $515.5K | 0.00% | +1,416+5.6% | Added |
| Atlas Capital Advisors LLC | 27,014 | $522.2K | 0.06% | +27,014 | New |
| Squarepoint Ops LLC | 27,326 | $528.2K | 0.00% | +5,950+27.8% | Added |
| Hantz Financial Services, Inc. | 27,667 | $535.0K | 0.01% | +9,744+54.4% | Added |
| SmartHarvest Portfolios, LLC | 28,010 | $541.4K | 0.19% | +28,010 | New |
| Shelton Capital Management | 28,053 | $542.3K | 0.01% | +59+0.2% | Added |
| Sagespring Wealth Partners, LLC | 28,458 | $550.1K | 0.01% | +2,201+8.4% | Added |
| Pzena Investment Management LLC | 28,473 | $550.4K | 0.00% | +3,786+15.3% | Added |
| New Republic Capital, LLC | 28,679 | $554.4K | 0.15% | +16,387+133.3% | Added |
| Schroder Investment Management Group | 28,631 | $555.2K | 0.00% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 28,898 | $558.6K | 0.00% | −4,348−13.1% | Reduced |
| Abel Hall, LLC | 29,013 | $560.8K | 0.13% | +17,793+158.6% | Added |
| Principal Street Partners, LLC | 29,475 | $569.8K | 0.10% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 29,967 | $579.3K | 0.01% | +19,790+194.5% | Added |
| HRT Financial LP | 30,063 | $581.0K | 0.00% | −73,933−71.1% | Reduced |
| Venturi Wealth Management, LLC | 30,790 | $595.2K | 0.03% | +15,484+101.2% | Added |
| EverSource Wealth Advisors, LLC | 30,862 | $596.6K | 0.02% | −1,219−3.8% | Reduced |
| Johnson Investment Counsel Inc | 31,042 | $600.0K | 0.00% | +5,176+20.0% | Added |
| West Family Investments, Inc. | 31,279 | $604.6K | 0.14% | +7,268+30.3% | Added |
| CWM, LLC | 31,443 | $608.0K | 0.00% | +14,927+90.4% | Added |
| Keybank National Association | 31,532 | $609.5K | 0.00% | +4,899+18.4% | Added |
| Lazard Asset Management LLC | 31,848 | $615.6K | 0.00% | −876−2.7% | Reduced |
| Mather Group, LLC. | 32,661 | $631.3K | 0.01% | −48−0.1% | Reduced |
| Westwood Holdings Group Inc. | 32,820 | $634.4K | 0.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 32,849 | $635.0K | 0.07% | +9,324+39.6% | Added |
| GAMMA Investing LLC | 33,089 | $639.6K | 0.03% | +2,104+6.8% | Added |
| Walleye Trading LLC | 33,140 | $640.6K | 0.01% | +13,250+66.6% | Added |
| Diversify Advisory Services, LLC | 30,258 | $644.8K | 0.02% | +2,467+8.9% | Added |
| Global Retirement Partners, LLC | 33,928 | $655.8K | 0.01% | +240+0.7% | Added |
| Sage Rhino Capital LLC | 34,131 | $659.8K | 0.12% | −996−2.8% | Reduced |
| Gallacher Capital Management LLC | 34,417 | $665.3K | 0.26% | +133+0.4% | Added |
| Cordatus Wealth Management LLC | 34,710 | $670.9K | 0.16% | −1,412−3.9% | Reduced |
| Versant Capital Management, Inc | 35,670 | $689.5K | 0.09% | +4,451+14.3% | Added |
| Prospera Financial Services Inc | 35,957 | $695.0K | 0.01% | −1,412−3.8% | Reduced |
| NewEdge Wealth, LLC | 36,153 | $698.8K | 0.01% | +20,989+138.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 37,236 | $719.8K | 0.08% | +1,756+4.9% | Added |
| Covenant Partners, LLC | 37,262 | $720.3K | 0.21% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 37,334 | $721.7K | 0.23% | −6,200−14.2% | Reduced |
| Dakota Wealth Management | 37,892 | $732.5K | 0.01% | +4,260+12.7% | Added |
| Syon Capital LLC | 37,950 | $733.6K | 0.04% | +3,279+9.5% | Added |
| AlphaCore Capital LLC | 38,333 | $741.0K | 0.02% | +21+0.1% | Added |
| Bailard, Inc. | 38,371 | $741.7K | 0.02% | +2,975+8.4% | Added |
| Louisbourg Investments Inc. | 39,152 | $756.8K | 0.15% | +12,500+46.9% | Added |
| Flatrock Wealth Partners LLC | 40,088 | $774.9K | 0.37% | +40,088 | New |
| Legacy Wealth Asset Management, LLC | 40,872 | $790.1K | 0.19% | +40,872 | New |
| Glenmede Trust Co NA | 41,158 | $795.6K | 0.00% | +41,158 | New |
| Citigroup Inc | 42,604 | $823.5K | 0.00% | −7,763−15.4% | Reduced |
| Sivia Capital Partners, LLC | 42,813 | $827.6K | 0.17% | +9,927+30.2% | Added |
| Bank of Montreal | 44,740 | $864.8K | 0.00% | −74,915−62.6% | Reduced |
| HB Wealth Management, LLC | 45,125 | $872.3K | 0.01% | +7,601+20.3% | Added |
| Ellevest, Inc. | 46,773 | $904.1K | 0.13% | −511−1.1% | Reduced |
| Summit Financial, LLC | 46,928 | $907.1K | 0.01% | +2,698+6.1% | Added |
| Checchi Capital Advisers, LLC | 47,040 | $909.3K | 0.06% | −673−1.4% | Reduced |
| RNC Capital Management LLC | 47,269 | $913.7K | 0.04% | +1,913+4.2% | Added |
| Limestone Investment Advisors LP | 47,905 | $926.0K | 0.63% | +47,905 | New |
| Investors Research Corp | 48,775 | $942.8K | 0.17% | −7,779−13.8% | Reduced |
| Themes Management Co LLC | 49,249 | $952.0K | 0.76% | +49,249 | New |
| Truist Financial Corp | 49,398 | $954.9K | 0.00% | +10,614+27.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 48,362 | $967.7K | 0.00% | +13,840+40.1% | Added |
| Coldstream Capital Management Inc | 50,137 | $969.1K | 0.01% | −37,827−43.0% | Reduced |
| PDS Planning, Inc | 50,283 | $972.0K | 0.06% | +952+1.9% | Added |
| 1832 Asset Management L.P. | 52,084 | $1.01M | 0.00% | −3,128−5.7% | Reduced |
| Parallel Advisors, LLC | 52,773 | $1.02M | 0.02% | +698+1.3% | Added |
| Atria Investments LLC | 53,082 | $1.03M | 0.01% | +10,604+25.0% | Added |
| Capital Insight Partners, LLC | 53,007 | $1.03M | 0.22% | −478−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 53,791 | $1.04M | 0.00% | −309,533−85.2% | Reduced |
| Mission Wealth Management, LP | 53,947 | $1.04M | 0.02% | −331−0.6% | Reduced |
| DRW Securities, LLC | 58,178 | $1.12M | 0.09% | +58,178 | New |
| Yousif Capital Management, LLC | 54,329 | $1.14M | 0.01% | −540−1.0% | Reduced |
| AdvisorShares Investments LLC | 61,718 | $1.19M | 0.20% | +1,698+2.8% | Added |
| Abacus Wealth Partners, LLC | 62,224 | $1.20M | 0.12% | +62,224 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 64,589 | $1.25M | 0.00% | +53,053+459.9% | Added |
| Oppenheimer Asset Management Inc. | 64,592 | $1.25M | 0.02% | +19,425+43.0% | Added |
| New York State Common Retirement Fund | 65,381 | $1.26M | 0.00% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 65,381 | $1.26M | 0.27% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 65,259 | $1.27M | 0.05% | +10,795+19.8% | Added |