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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 64,717 | $1.27M | 0.06% | +53,596+481.9% | Added |
| Rockefeller Capital Management L.P. | 66,425 | $1.28M | 0.00% | +12,221+22.5% | Added |
| Flow Traders U.S. LLC | 68,348 | $1.32M | 0.04% | +68,348 | New |
| Lockheed Martin Investment Management Co | 70,230 | $1.36M | 0.05% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 70,777 | $1.37M | 0.02% | +1,444+2.1% | Added |
| RSM US Wealth Management LLC | 70,655 | $1.37M | 0.02% | +10,558+17.6% | Added |
| Vestmark Advisory Solutions, Inc. | 71,009 | $1.37M | 0.02% | +57,680+432.7% | Added |
| Aaron Wealth Advisors | 74,381 | $1.44M | 0.08% | +12,098+19.4% | Added |
| Dorsey & Whitney Trust CO LLC | 75,497 | $1.46M | 0.08% | +6,196+8.9% | Added |
| Marshall Wace, LLP | 76,152 | $1.47M | 0.00% | +53,666+238.7% | Added |
| M&T Bank Corp | 76,332 | $1.48M | 0.00% | +8,729+12.9% | Added |
| Old Mission Capital LLC | 76,552 | $1.48M | 0.06% | +76,552 | New |
| Y-Intercept (Hong Kong) Ltd | 81,297 | $1.57M | 0.04% | −45,268−35.8% | Reduced |
| Colony Group, LLC | 81,779 | $1.58M | 0.00% | +43,365+112.9% | Added |
| United Capital Financial Advisers, LLC | 86,244 | $1.67M | 0.01% | +1,898+2.3% | Added |
| Principal Securities, Inc. | 90,778 | $1.75M | 0.03% | +20,239+28.7% | Added |
| Diversify Wealth Management, LLC | 85,837 | $1.76M | 0.08% | +3,592+4.4% | Added |
| Dorsey Wright & Associates | 92,159 | $1.78M | 0.38% | +3,969+4.5% | Added |
| Brinker Capital Investments, LLC | 92,572 | $1.79M | 0.01% | −9,253−9.1% | Reduced |
| Franklin Resources Inc | 94,202 | $1.82M | 0.00% | −4,699−4.8% | Reduced |
| CI Private Wealth, LLC | 95,566 | $1.85M | 0.00% | +1,716+1.8% | Added |
| Barclays PLC | 97,896 | $1.89M | 0.00% | +86,356+748.3% | Added |
| Sequoia Financial Advisors, LLC | 99,231 | $1.92M | 0.01% | +1,601+1.6% | Added |
| Evergreen Capital Management LLC | 103,040 | $1.99M | 0.04% | −2,309−2.2% | Reduced |
| Atomi Financial Group, Inc. | 105,188 | $2.03M | 0.06% | +15,377+17.1% | Added |
| Rhumbline Advisers | 108,422 | $2.10M | 0.00% | +16,689+18.2% | Added |
| Gradient Investments LLC | 108,832 | $2.10M | 0.03% | +35,482+48.4% | Added |
| Neuberger Berman Group LLC | 108,880 | $2.10M | 0.00% | +20,951+23.8% | Added |
| Walleye Capital LLC | 111,238 | $2.15M | 0.01% | +111,238 | New |
| Pekin Hardy Strauss, Inc. | 113,975 | $2.20M | 0.20% | +6,750+6.3% | Added |
| DV Equities, LLC | 116,921 | $2.26M | 0.41% | +116,921 | New |
| Advisors Asset Management, Inc. | 117,464 | $2.27M | 0.04% | +20,109+20.7% | Added |
| XY Capital Ltd | 119,922 | $2.32M | 2.35% | +50,415+72.5% | Added |
| BTC Capital Management, Inc. | 120,185 | $2.32M | 0.16% | −64,732−35.0% | Reduced |
| Ieq Capital, LLC | 123,809 | $2.39M | 0.01% | +12,648+11.4% | Added |
| William Blair Investment Management, LLC | 124,444 | $2.41M | 0.01% | −6,649−5.1% | Reduced |
| Ritholtz Wealth Management | 127,652 | $2.47M | 0.05% | +1,458+1.2% | Added |
| Abc Arbitrage SA | 130,260 | $2.52M | 0.24% | +37,878+41.0% | Added |
| Naviter Wealth, LLC | 131,837 | $2.55M | 0.33% | −24,719−15.8% | Reduced |
| Captrust Financial Advisors | 133,525 | $2.58M | 0.00% | +85,223+176.4% | Added |
| First Trust Advisors LP | 140,320 | $2.71M | 0.00% | −12,958−8.5% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 146,417 | $2.83M | 0.37% | −3,719−2.5% | Reduced |
| Assetmark, Inc | 150,140 | $2.90M | 0.01% | +48,569+47.8% | Added |
| CIBC Asset Management Inc | 153,883 | $2.91M | 0.01% | +66,651+76.4% | Added |
| CAPROCK Group, Inc. | 153,875 | $2.97M | 0.06% | +2,543+1.7% | Added |
| Park Avenue Securities LLC | 154,946 | $3.00M | 0.03% | −1,005−0.6% | Reduced |
| Russell Investments Group, Ltd. | 158,019 | $3.05M | 0.00% | +31,790+25.2% | Added |
| Calamos Wealth Management LLC | 159,424 | $3.08M | 0.11% | +8,774+5.8% | Added |
| MML Investors Services, LLC | 164,352 | $3.18M | 0.01% | +32,837+25.0% | Added |
| XTX Topco Ltd | 168,140 | $3.25M | 0.09% | +111,754+198.2% | Added |
| Greenleaf Trust | 169,678 | $3.28M | 0.03% | −413−0.2% | Reduced |
| Tudor Investment Corp Et Al | 172,858 | $3.34M | 0.02% | −754,321−81.4% | Reduced |
| Mercer Global Advisors Inc | 184,256 | $3.56M | 0.01% | −690−0.4% | Reduced |
| Vident Advisory, LLC | 188,070 | $3.64M | 0.03% | −6,776−3.5% | Reduced |
| Factory Mutual Insurance Co | 188,992 | $3.65M | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 190,855 | $3.69M | 0.00% | −4,136−2.1% | Reduced |
| Ameriprise Financial Inc | 206,607 | $3.99M | 0.00% | −2,043−1.0% | Reduced |
| Vise Technologies, Inc. | 208,707 | $4.03M | 0.08% | +51,806+33.0% | Added |
| Forum Financial Management, LP | 209,587 | $4.05M | 0.05% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 215,131 | $4.16M | 0.66% | −7,333−3.3% | Reduced |
| Allianz SE | 220,000 | $4.25M | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 220,927 | $4.27M | 0.07% | +3,329+1.5% | Added |
| JustInvest LLC | 227,943 | $4.41M | 0.04% | −16,188−6.6% | Reduced |
| Laird Norton Trust Company, LLC | 234,111 | $4.53M | 0.09% | +234,111 | New |
| Callan Family Office, LLC | 250,706 | $4.85M | 0.10% | +34,694+16.1% | Added |
| Royal Bank of Canada | 260,698 | $5.04M | 0.00% | −506,176−66.0% | Reduced |
| Augustine Asset Management Inc | 263,673 | $5.10M | 1.02% | −1,395−0.5% | Reduced |
| QRG Capital Management, Inc. | 271,635 | $5.25M | 0.06% | +6,266+2.4% | Added |
| HighTower Advisors, LLC | 274,358 | $5.30M | 0.01% | +9,775+3.7% | Added |
| Cetera Investment Advisers | 278,186 | $5.38M | 0.01% | +6,700+2.5% | Added |
| Quadrant Capital Group LLC | 279,861 | $5.41M | 0.16% | +513+0.2% | Added |
| Eagle Global Advisors LLC | 299,000 | $5.78M | 0.21% | −6,000−2.0% | Reduced |
| Massar Capital Management, LP | 320,000 | $6.19M | 1.22% | +120,000+60.0% | Added |
| US Bancorp | 321,641 | $6.22M | 0.01% | −62,150−16.2% | Reduced |
| Raymond James Financial Inc | 330,517 | $6.39M | 0.00% | +92,532+38.9% | Added |
| Toronto Dominion Bank | 341,835 | $6.61M | 0.01% | −1,028,165−75.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 351,606 | $6.80M | 0.04% | +55,190+18.6% | Added |
| Moran Wealth Management, LLC | 379,568 | $7.34M | 0.22% | +59,296+18.5% | Added |
| Ethic Inc. | 385,023 | $7.44M | 0.11% | +8,054+2.1% | Added |
| Mariner, LLC | 409,755 | $7.92M | 0.01% | +7,710+1.9% | Added |
| Point72 Asset Management, L.P. | 410,466 | $7.93M | 0.01% | +306,166+293.5% | Added |
| SEI Investments Co | 419,198 | $8.10M | 0.01% | +55,891+15.4% | Added |
| Citadel Advisors LLC | 425,691 | $8.23M | 0.01% | +376,331+762.4% | Added |
| LPL Financial LLC | 426,347 | $8.24M | 0.00% | +57,883+15.7% | Added |
| Cerity Partners LLC | 429,101 | $8.29M | 0.01% | −22,164−4.9% | Reduced |
| Westfield Capital Management Co LP | 453,681 | $8.77M | 0.04% | −5,786−1.3% | Reduced |
| CIBC World Markets Inc. | 456,766 | $8.83M | 0.02% | +2,073+0.5% | Added |
| Crossmark Global Holdings, Inc. | 462,908 | $8.95M | 0.13% | −69,557−13.1% | Reduced |
| Boston Partners | 483,561 | $9.38M | 0.01% | −34,452−6.7% | Reduced |
| Voloridge Investment Management, LLC | 529,486 | $10.2M | 0.04% | −307,910−36.8% | Reduced |
| Stifel Financial Corp | 532,736 | $10.3M | 0.01% | +63,432+13.5% | Added |
| Federated Hermes, Inc. | 543,985 | $10.5M | 0.02% | +119,702+28.2% | Added |
| Pathstone Holdings, LLC | 584,325 | $11.3M | 0.04% | +46,491+8.6% | Added |
| D. E. Shaw & Co., Inc. | 600,909 | $11.6M | 0.01% | −111,969−15.7% | Reduced |
| Natixis Advisors, L.P. | 602,784 | $11.7M | 0.02% | −100,341−14.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 609,928 | $11.9M | 0.02% | −16,873−2.7% | Reduced |
| AQR Capital Management LLC | 644,757 | $12.5M | 0.01% | +124,237+23.9% | Added |
| Creative Planning | 662,822 | $12.8M | 0.01% | +101,604+18.1% | Added |
| O'Shaughnessy Asset Management, LLC | 692,443 | $13.4M | 0.07% | +62,107+9.9% | Added |
| Ramirez Asset Management, Inc. | 710,653 | $13.7M | 1.81% | +24,383+3.6% | Added |