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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 103,040 | $1.99M | 0.04% | −2,309−2.2% | Reduced |
| Sequoia Financial Advisors, LLC | 99,231 | $1.92M | 0.01% | +1,601+1.6% | Added |
| Barclays PLC | 97,896 | $1.89M | 0.00% | +86,356+748.3% | Added |
| CI Private Wealth, LLC | 95,566 | $1.85M | 0.00% | +1,716+1.8% | Added |
| Franklin Resources Inc | 94,202 | $1.82M | 0.00% | −4,699−4.8% | Reduced |
| Brinker Capital Investments, LLC | 92,572 | $1.79M | 0.01% | −9,253−9.1% | Reduced |
| Dorsey Wright & Associates | 92,159 | $1.78M | 0.38% | +3,969+4.5% | Added |
| Diversify Wealth Management, LLC | 85,837 | $1.76M | 0.08% | +3,592+4.4% | Added |
| Principal Securities, Inc. | 90,778 | $1.75M | 0.03% | +20,239+28.7% | Added |
| United Capital Financial Advisers, LLC | 86,244 | $1.67M | 0.01% | +1,898+2.3% | Added |
| Colony Group, LLC | 81,779 | $1.58M | 0.00% | +43,365+112.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 81,297 | $1.57M | 0.04% | −45,268−35.8% | Reduced |
| Old Mission Capital LLC | 76,552 | $1.48M | 0.06% | +76,552 | New |
| M&T Bank Corp | 76,332 | $1.48M | 0.00% | +8,729+12.9% | Added |
| Marshall Wace, LLP | 76,152 | $1.47M | 0.00% | +53,666+238.7% | Added |
| Dorsey & Whitney Trust CO LLC | 75,497 | $1.46M | 0.08% | +6,196+8.9% | Added |
| Aaron Wealth Advisors | 74,381 | $1.44M | 0.08% | +12,098+19.4% | Added |
| Vestmark Advisory Solutions, Inc. | 71,009 | $1.37M | 0.02% | +57,680+432.7% | Added |
| RSM US Wealth Management LLC | 70,655 | $1.37M | 0.02% | +10,558+17.6% | Added |
| Ballentine Partners, LLC | 70,777 | $1.37M | 0.02% | +1,444+2.1% | Added |
| Lockheed Martin Investment Management Co | 70,230 | $1.36M | 0.05% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 68,348 | $1.32M | 0.04% | +68,348 | New |
| Rockefeller Capital Management L.P. | 66,425 | $1.28M | 0.00% | +12,221+22.5% | Added |
| Skopos Labs, Inc. | 64,717 | $1.27M | 0.06% | +53,596+481.9% | Added |
| Smartleaf Asset Management LLC | 65,259 | $1.27M | 0.05% | +10,795+19.8% | 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 |
| Oppenheimer Asset Management Inc. | 64,592 | $1.25M | 0.02% | +19,425+43.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 64,589 | $1.25M | 0.00% | +53,053+459.9% | Added |
| Abacus Wealth Partners, LLC | 62,224 | $1.20M | 0.12% | +62,224 | New |
| AdvisorShares Investments LLC | 61,718 | $1.19M | 0.20% | +1,698+2.8% | Added |
| Yousif Capital Management, LLC | 54,329 | $1.14M | 0.01% | −540−1.0% | Reduced |
| DRW Securities, LLC | 58,178 | $1.12M | 0.09% | +58,178 | New |
| Mission Wealth Management, LP | 53,947 | $1.04M | 0.02% | −331−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 53,791 | $1.04M | 0.00% | −309,533−85.2% | Reduced |
| Capital Insight Partners, LLC | 53,007 | $1.03M | 0.22% | −478−0.9% | Reduced |
| Atria Investments LLC | 53,082 | $1.03M | 0.01% | +10,604+25.0% | Added |
| Parallel Advisors, LLC | 52,773 | $1.02M | 0.02% | +698+1.3% | Added |
| 1832 Asset Management L.P. | 52,084 | $1.01M | 0.00% | −3,128−5.7% | Reduced |
| PDS Planning, Inc | 50,283 | $972.0K | 0.06% | +952+1.9% | Added |
| Coldstream Capital Management Inc | 50,137 | $969.1K | 0.01% | −37,827−43.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 48,362 | $967.7K | 0.00% | +13,840+40.1% | Added |
| Truist Financial Corp | 49,398 | $954.9K | 0.00% | +10,614+27.4% | Added |
| Themes Management Co LLC | 49,249 | $952.0K | 0.76% | +49,249 | New |
| Investors Research Corp | 48,775 | $942.8K | 0.17% | −7,779−13.8% | Reduced |
| Limestone Investment Advisors LP | 47,905 | $926.0K | 0.63% | +47,905 | New |
| RNC Capital Management LLC | 47,269 | $913.7K | 0.04% | +1,913+4.2% | Added |
| Checchi Capital Advisers, LLC | 47,040 | $909.3K | 0.06% | −673−1.4% | Reduced |
| Summit Financial, LLC | 46,928 | $907.1K | 0.01% | +2,698+6.1% | Added |
| Ellevest, Inc. | 46,773 | $904.1K | 0.13% | −511−1.1% | Reduced |
| HB Wealth Management, LLC | 45,125 | $872.3K | 0.01% | +7,601+20.3% | Added |
| Bank of Montreal | 44,740 | $864.8K | 0.00% | −74,915−62.6% | Reduced |
| Sivia Capital Partners, LLC | 42,813 | $827.6K | 0.17% | +9,927+30.2% | Added |
| Citigroup Inc | 42,604 | $823.5K | 0.00% | −7,763−15.4% | Reduced |
| Glenmede Trust Co NA | 41,158 | $795.6K | 0.00% | +41,158 | New |
| Legacy Wealth Asset Management, LLC | 40,872 | $790.1K | 0.19% | +40,872 | New |
| Flatrock Wealth Partners LLC | 40,088 | $774.9K | 0.37% | +40,088 | New |
| Louisbourg Investments Inc. | 39,152 | $756.8K | 0.15% | +12,500+46.9% | Added |
| Bailard, Inc. | 38,371 | $741.7K | 0.02% | +2,975+8.4% | Added |
| AlphaCore Capital LLC | 38,333 | $741.0K | 0.02% | +21+0.1% | Added |
| Syon Capital LLC | 37,950 | $733.6K | 0.04% | +3,279+9.5% | Added |
| Dakota Wealth Management | 37,892 | $732.5K | 0.01% | +4,260+12.7% | Added |
| Tred Avon Family Wealth, LLC | 37,334 | $721.7K | 0.23% | −6,200−14.2% | Reduced |
| Covenant Partners, LLC | 37,262 | $720.3K | 0.21% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 37,236 | $719.8K | 0.08% | +1,756+4.9% | Added |
| NewEdge Wealth, LLC | 36,153 | $698.8K | 0.01% | +20,989+138.4% | Added |
| Prospera Financial Services Inc | 35,957 | $695.0K | 0.01% | −1,412−3.8% | Reduced |
| Versant Capital Management, Inc | 35,670 | $689.5K | 0.09% | +4,451+14.3% | Added |
| Cordatus Wealth Management LLC | 34,710 | $670.9K | 0.16% | −1,412−3.9% | Reduced |
| Gallacher Capital Management LLC | 34,417 | $665.3K | 0.26% | +133+0.4% | Added |
| Sage Rhino Capital LLC | 34,131 | $659.8K | 0.12% | −996−2.8% | Reduced |
| Global Retirement Partners, LLC | 33,928 | $655.8K | 0.01% | +240+0.7% | Added |
| Diversify Advisory Services, LLC | 30,258 | $644.8K | 0.02% | +2,467+8.9% | Added |
| Walleye Trading LLC | 33,140 | $640.6K | 0.01% | +13,250+66.6% | Added |
| GAMMA Investing LLC | 33,089 | $639.6K | 0.03% | +2,104+6.8% | Added |
| Redhawk Wealth Advisors, Inc. | 32,849 | $635.0K | 0.07% | +9,324+39.6% | Added |
| Westwood Holdings Group Inc. | 32,820 | $634.4K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 32,661 | $631.3K | 0.01% | −48−0.1% | Reduced |
| Lazard Asset Management LLC | 31,848 | $615.6K | 0.00% | −876−2.7% | Reduced |
| Keybank National Association | 31,532 | $609.5K | 0.00% | +4,899+18.4% | Added |
| CWM, LLC | 31,443 | $608.0K | 0.00% | +14,927+90.4% | Added |
| West Family Investments, Inc. | 31,279 | $604.6K | 0.14% | +7,268+30.3% | Added |
| Johnson Investment Counsel Inc | 31,042 | $600.0K | 0.00% | +5,176+20.0% | Added |
| EverSource Wealth Advisors, LLC | 30,862 | $596.6K | 0.02% | −1,219−3.8% | Reduced |
| Venturi Wealth Management, LLC | 30,790 | $595.2K | 0.03% | +15,484+101.2% | Added |
| HRT Financial LP | 30,063 | $581.0K | 0.00% | −73,933−71.1% | Reduced |
| Flputnam Investment Management Co | 29,967 | $579.3K | 0.01% | +19,790+194.5% | Added |
| Principal Street Partners, LLC | 29,475 | $569.8K | 0.10% | 00.0% | Unchanged |
| Abel Hall, LLC | 29,013 | $560.8K | 0.13% | +17,793+158.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 28,898 | $558.6K | 0.00% | −4,348−13.1% | Reduced |
| Schroder Investment Management Group | 28,631 | $555.2K | 0.00% | 00.0% | Unchanged |
| New Republic Capital, LLC | 28,679 | $554.4K | 0.15% | +16,387+133.3% | Added |
| Pzena Investment Management LLC | 28,473 | $550.4K | 0.00% | +3,786+15.3% | Added |
| Sagespring Wealth Partners, LLC | 28,458 | $550.1K | 0.01% | +2,201+8.4% | Added |
| Shelton Capital Management | 28,053 | $542.3K | 0.01% | +59+0.2% | Added |
| SmartHarvest Portfolios, LLC | 28,010 | $541.4K | 0.19% | +28,010 | New |
| Hantz Financial Services, Inc. | 27,667 | $535.0K | 0.01% | +9,744+54.4% | Added |
| Squarepoint Ops LLC | 27,326 | $528.2K | 0.00% | +5,950+27.8% | Added |
| Atlas Capital Advisors LLC | 27,014 | $522.2K | 0.06% | +27,014 | New |
| Merit Financial Group, LLC | 26,665 | $515.5K | 0.00% | +1,416+5.6% | Added |