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 |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | 24,656 | $512.8K | 0.03% | +530+2.2% | Added |
| Bleakley Financial Group, LLC | 26,192 | $506.3K | 0.01% | +7,483+40.0% | Added |
| Traveka Wealth, LLC | 26,113 | $504.8K | 0.21% | +373+1.4% | Added |
| Valeo Financial Advisors, LLC | 24,918 | $481.7K | 0.01% | +3,279+15.2% | Added |
| Drive Wealth Management, LLC | 24,417 | $472.0K | 0.09% | +3,137+14.7% | Added |
| Five Oceans Advisors | 24,405 | $471.7K | 0.17% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24,316 | $470.0K | 0.01% | +9,566+64.9% | Added |
| Seeds Investor LLC | 23,809 | $460.2K | 0.09% | −1,210−4.8% | Reduced |
| Savant Capital, LLC | 23,721 | $458.5K | 0.00% | +6,102+34.6% | Added |
| Net Worth Advisory Group | 23,141 | $447.3K | 0.09% | +1,038+4.7% | Added |
| Qube Research & Technologies Ltd | 22,963 | $443.9K | 0.00% | −628,904−96.5% | Reduced |
| Lido Advisors, LLC | 25,662 | $441.1K | 0.00% | +141+0.6% | Added |
| Ronald Blue Trust, Inc. | 21,753 | $420.5K | 0.00% | −2,024−8.5% | Reduced |
| Ewa, LLC | 21,709 | $419.6K | 0.10% | +233+1.1% | Added |
| Basecamp Wealth Advisors LLC | 21,689 | $419.2K | 0.09% | +21,689 | New |
| UBS Asset Management Americas Inc | 21,290 | $411.5K | 0.00% | +21,290 | New |
| Jefferies Financial Group Inc. | 20,978 | $405.5K | 0.00% | +3,141+17.6% | Added |
| Prime Capital Investment Advisors, LLC | 20,913 | $404.2K | 0.00% | +279+1.4% | Added |
| Private Advisor Group, LLC | 20,903 | $404.1K | 0.00% | +582+2.9% | Added |
| Channing Global Advisors, LLC | 20,874 | $403.5K | 0.26% | +4,335+26.2% | Added |
| Millennium Management LLC | 20,788 | $401.8K | 0.00% | −1,064,600−98.1% | Reduced |
| Evolve Private Wealth, LLC | 19,890 | $384.5K | 0.02% | +19,890 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | $382.7K | 0.03% | 00.0% | Unchanged |
| Trust Point Inc. | 19,633 | $379.5K | 0.03% | +2,819+16.8% | Added |
| Acadian Asset Management LLC | 19,259 | $372.0K | 0.00% | −19,290−50.0% | Reduced |
| Kathmere Capital Management, LLC | 19,207 | $371.3K | 0.03% | +196+1.0% | Added |
| SRS Capital Advisors, Inc. | 18,789 | $363.2K | 0.01% | −3,689−16.4% | Reduced |
| Sage Mountain Advisors LLC | 18,780 | $363.0K | 0.02% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 18,680 | $361.1K | 0.06% | +391+2.1% | Added |
| Personal Cfo Solutions, LLC | 18,554 | $358.6K | 0.06% | +1,236+7.1% | Added |
| Optas, LLC | 18,339 | $354.5K | 0.06% | +2,386+15.0% | Added |
| Dynasty Wealth Management, LLC | 18,012 | $348.2K | 0.00% | +3,882+27.5% | Added |
| Wedmont Private Capital | 17,043 | $338.6K | 0.01% | +789+4.9% | Added |
| Sowell Financial Services LLC | 17,436 | $337.0K | 0.01% | +2,653+17.9% | Added |
| Commonwealth Equity Services, LLC | 17,414 | $336.6K | 0.00% | +2,416+16.1% | Added |
| Aprio Wealth Management, LLC | 17,322 | $334.8K | 0.02% | +805+4.9% | Added |
| Keel Point, LLC | 17,112 | $330.8K | 0.02% | −27−0.2% | Reduced |
| Fund Advisors of America Inc | 16,598 | $320.8K | 0.29% | +16,598 | New |
| HighPoint Advisor Group LLC | 16,131 | $311.8K | 0.01% | −640−3.8% | Reduced |
| Umb Bank N A | 16,052 | $310.3K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 15,700 | $303.5K | 0.00% | +15,700 | New |
| Greenspring Advisors, LLC | 15,685 | $303.2K | 0.02% | +15,685 | New |
| Modern Wealth Management, LLC | 15,560 | $300.8K | 0.01% | +544+3.6% | Added |
| Sanctuary Advisors, LLC | 15,514 | $299.9K | 0.00% | +1,555+11.1% | Added |
| Apollon Wealth Management, LLC | 14,922 | $288.4K | 0.00% | +749+5.3% | Added |
| Natural Investments, LLC | 14,861 | $287.0K | 0.07% | +213+1.5% | Added |
| Burns Matteson Capital Management, LLC | 14,800 | $286.1K | 0.11% | +1,398+10.4% | Added |
| Csenge Advisory Group | 14,799 | $286.1K | 0.01% | −166−1.1% | Reduced |
| BSW Wealth Partners | 14,528 | $280.8K | 0.03% | −816−5.3% | Reduced |
| Brucke Financial, Inc. | 14,441 | $279.1K | 0.15% | +842+6.2% | Added |
| Concurrent Investment Advisors, LLC | 14,369 | $277.8K | 0.00% | +14,369 | New |
| Capital Performance Advisors LLP | 14,219 | $274.8K | 0.02% | −337−2.3% | Reduced |
| Ascent Group, LLC | 14,185 | $274.2K | 0.01% | +1,095+8.4% | Added |
| Voleon Capital Management LP | 14,096 | $272.5K | 0.01% | +14,096 | New |
| GeoWealth Management, LLC | 14,079 | $272.1K | 0.01% | +4,737+50.7% | Added |
| Choate Investment Advisors | 14,062 | $271.8K | 0.01% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 14,007 | $270.8K | 0.02% | −293−2.0% | Reduced |
| Ameritas Advisory Services, LLC | 13,974 | $270.1K | 0.01% | +13,974 | New |
| State Street Corp | 13,954 | $269.7K | 0.00% | 00.0% | Unchanged |
| Frec Markets, Inc. | 13,950 | $269.7K | 0.08% | +13,950 | New |
| Sterling Capital Management LLC | 13,879 | $268.3K | 0.00% | +1,864+15.5% | Added |
| Acorn Creek Capital LLC | 13,872 | $268.2K | 0.10% | +148+1.1% | Added |
| Cromwell Holdings LLC | 13,841 | $267.5K | 0.15% | 00.0% | Unchanged |
| Anchyra Partners LLC | 13,709 | $265.0K | 0.08% | +13,709 | New |
| Pensionmark Financial Group, LLC | 13,636 | $263.6K | 0.00% | +13,636 | New |
| Canopy Partners, LLC | 13,627 | $263.4K | 0.09% | +259+1.9% | Added |
| Transamerica Financial Advisors, Inc. | 13,235 | $255.8K | 0.02% | +1,198+10.0% | Added |
| Intergy Private Wealth, LLC | 12,800 | $247.4K | 0.07% | +657+5.4% | Added |
| a16z Perennial Management, L.P. | 12,699 | $245.5K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 12,689 | $245.3K | 0.00% | +12,689 | New |
| Wealthspire Advisors, LLC | 12,671 | $244.9K | 0.00% | +12,008+1,811.2% | Added |
| Clarius Group, LLC | 12,484 | $241.3K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 12,412 | $239.9K | 0.00% | +121+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,371 | $239.0K | 0.00% | +12,371 | New |
| Independent Advisor Alliance | 12,312 | $238.0K | 0.01% | +12,312 | New |
| Susquehanna International Group, LLP | 12,201 | $235.8K | 0.00% | −2,543−17.2% | Reduced |
| Syverson Strege & Co | 12,024 | $232.4K | 0.06% | −805−6.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 11,677 | $225.7K | 0.03% | +1,280+12.3% | Added |
| Stokes Family Office, LLC | 11,478 | $221.9K | 0.02% | +11,478 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,358 | $219.6K | 0.00% | −4,065−26.4% | Reduced |
| Stephens Inc | 11,351 | $219.4K | 0.00% | +11,351 | New |
| Integrated Wealth Concepts LLC | 11,125 | $215.0K | 0.00% | −15,793−58.7% | Reduced |
| Werba Rubin Papier Wealth Management | 11,050 | $213.6K | 0.06% | −1,620−12.8% | Reduced |
| 71 West Capital Partners | 10,832 | $209.4K | 0.01% | +10,832 | New |
| Scientech Research LLC | 10,638 | $205.6K | 0.13% | +10,638 | New |
| Beacon Pointe Advisors, LLC | 10,465 | $202.3K | 0.00% | +369+3.7% | Added |
| 55 North Private Wealth, LLC | 10,402 | $201.1K | 0.05% | +10,402 | New |
| Catalytic Wealth RIA, LLC | 10,363 | $200.3K | 0.01% | −4,114−28.4% | Reduced |
| D'Orazio & Associates, Inc. | 10,340 | $199.9K | 0.03% | +16+0.2% | Added |
| Riversedge Advisors, LLC | 10,259 | $198.3K | 0.03% | +10,259 | New |
| Onyx Bridge Wealth Group LLC | 10,000 | $193.3K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,677 | $187.1K | 0.00% | −6,196−39.0% | Reduced |
| Bruce G. Allen Investments, LLC | 8,965 | $173.3K | 0.12% | +22+0.2% | Added |
| CIBC Private Wealth Group, LLC | 8,884 | $171.7K | 0.00% | +6,140+223.8% | Added |
| SG Americas Securities, LLC | 7,286 | $141.0K | 0.00% | +7,286 | New |
| Paradigm Asset Management Co LLC | 6,300 | $121.8K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,634 | $108.9K | 0.01% | +5,634 | New |
| Parkside Financial Bank & Trust | 4,974 | $96.1K | 0.01% | −267−5.1% | Reduced |
| Allworth Financial LP | 4,747 | $91.8K | 0.00% | +872+22.5% | Added |
| Te Ahumairangi Investment Management Ltd | 4,216 | $81.5K | 0.01% | −6,841−61.9% | Reduced |