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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 711,065 | $13.7M | 0.00% | +173,622+32.3% | Added |
| Bank of New York Mellon Corp | 711,130 | $13.7M | 0.00% | +24,596+3.6% | Added |
| Anderson Hoagland & Co | 727,579 | $14.1M | 1.21% | −5,478−0.7% | Reduced |
| UBS Group AG | 731,255 | $14.1M | 0.00% | +359,394+96.6% | Added |
| Massachusetts Financial Services Co | 736,467 | $14.2M | 0.00% | +93,024+14.5% | Added |
| Charles Schwab Investment Management Inc | 886,131 | $17.1M | 0.00% | +115,702+15.0% | Added |
| Invesco Ltd. | 1,003,451 | $19.4M | 0.00% | −69,116−6.4% | Reduced |
| Capital Wealth Planning, LLC | 1,083,145 | $21.1M | 0.14% | +296,280+37.7% | Added |
| Causeway Capital Management LLC | 1,177,274 | $22.8M | 0.31% | +376,371+47.0% | Added |
| Jane Street Group, LLC | 1,318,753 | $25.5M | 0.03% | +1,220,821+1,246.6% | Added |
| Quantinno Capital Management LP | 1,370,588 | $26.5M | 0.05% | +243,307+21.6% | Added |
| Bank of America Corp | 1,527,195 | $29.5M | 0.00% | +84,801+5.9% | Added |
| Fisher Asset Management, LLC | 1,646,997 | $31.8M | 0.01% | +122,562+8.0% | Added |
| Renaissance Technologies LLC | 1,924,517 | $37.2M | 0.06% | −359,553−15.7% | Reduced |
| Envestnet Asset Management Inc | 2,058,315 | $39.8M | 0.01% | +63,250+3.2% | Added |
| Wells Fargo & Company | 2,151,904 | $41.6M | 0.01% | +19,520+0.9% | Added |
| American Century Companies Inc | 2,343,002 | $45.3M | 0.02% | +306,293+15.0% | Added |
| Dimensional Fund Advisors LP | 2,872,812 | $55.5M | 0.01% | −13,221−0.5% | Reduced |
| Clark Capital Management Group, Inc. | 4,105,864 | $79.4M | 0.49% | −37,260−0.9% | Reduced |
| Northern Trust Corp | 6,099,005 | $117.9M | 0.02% | +355,877+6.2% | Added |
| BlackRock, Inc. | 7,157,740 | $138.4M | 0.00% | +44,335+0.6% | Added |
| Goldman Sachs Group Inc | 11,003,838 | $212.7M | 0.03% | +167,090+1.5% | Added |
| FMR LLC | 12,247,737 | $236.7M | 0.01% | +1,475,357+13.7% | Added |
| Morgan Stanley | 21,541,139 | $416.4M | 0.02% | +404,435+1.9% | Added |
| Myriad Asset Management US LP | 0 | $0 | 0.00% | −116,634−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −111,532−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −110,960−100.0% | Sold out |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −70,083−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −65,989−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −62,898−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −62,726−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −62,015−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −60,054−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −59,961−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −33,495−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −28,956−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −24,606−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −19,001−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −18,619−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −16,582−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −15,912−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −14,602−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −14,055−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −12,017−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −11,351−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,079−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −4,695−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,655−100.0% | Sold out |
| Perritt Capital Management Inc | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −1,899−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −1,866−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −943−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Bear Mountain Capital, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| Shilanski & Associates, Inc. | – | – | – | – | Not filed |
| Wealthstream Advisors, Inc. | – | – | – | – | Not filed |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |