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 |
|---|---|---|---|---|---|
| Richardson Financial Services Inc. | 4,042 | $78.1K | 0.05% | +411+11.3% | Added |
| Bessemer Group Inc | 3,859 | $75.0K | 0.00% | +1,090+39.4% | Added |
| Rosenberg Matthew Hamilton | 3,827 | $74.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,752 | $72.5K | 0.01% | +3,538+1,653.3% | Added |
| Jones Financial Companies LLLP | 3,682 | $71.2K | 0.00% | +287+8.5% | Added |
| NBC Securities, Inc. | 3,597 | $69.5K | 0.01% | +823+29.7% | Added |
| Fifth Third Bancorp | 3,505 | $67.8K | 0.00% | −2,119−37.7% | Reduced |
| Cape Investment Advisory, Inc. | 3,120 | $60.3K | 0.02% | +1,740+126.1% | Added |
| Huntington National Bank | 3,067 | $59.3K | 0.00% | −122−3.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,926 | $56.6K | 0.00% | +628+27.3% | Added |
| Caitong International Asset Management Co., Ltd | 2,824 | $54.6K | 0.01% | +905+47.2% | Added |
| Brown Brothers Harriman & Co | 2,601 | $50.3K | 0.00% | +2,273+693.0% | Added |
| Zions Bancorporation, National Association | 2,555 | $49.4K | 0.00% | +11+0.4% | Added |
| JFS Wealth Advisors, LLC | 2,409 | $46.6K | 0.00% | −2−0.1% | Reduced |
| MAI Capital Management | 2,223 | $43.0K | 0.00% | +280+14.4% | Added |
| Salomon & Ludwin, LLC | 2,019 | $40.1K | 0.00% | −16−0.8% | Reduced |
| Pin Oak Investment Advisors Inc | 1,706 | $39.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,876 | $36.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,789 | $34.6K | 0.00% | −997−35.8% | Reduced |
| Private Trust Co NA | 1,786 | $34.5K | 0.00% | +458+34.5% | Added |
| Rothschild Investment LLC | 1,733 | $33.5K | 0.00% | +46+2.7% | Added |
| Cornerstone Planning Group LLC | 1,592 | $33.4K | 0.01% | +1,543+3,149.0% | Added |
| Wellington Grp LLC | 1,597 | $30.9K | 0.01% | +1,597 | New |
| True Wealth Design, LLC | 1,551 | $30.0K | 0.01% | −33−2.1% | Reduced |
| Sound Income Strategies, LLC | 1,404 | $29.9K | 0.00% | +610+76.8% | Added |
| Bayban | 1,532 | $29.6K | 0.03% | +1,532 | New |
| IFP Advisors, Inc | 1,520 | $29.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,505 | $29.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,457 | $28.2K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,395 | $27.0K | 0.01% | +1,395 | New |
| SageView Advisory Group, LLC | 1,302 | $25.2K | 0.00% | +1,302 | New |
| Park Square Financial Group, LLC | 1,629 | $23.6K | 0.14% | +598+58.0% | Added |
| Root Financial Partners, LLC | 1,210 | $23.4K | 0.00% | +272+29.0% | Added |
| Aventura Private Wealth, LLC | 1,193 | $23.1K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,129 | $21.8K | 0.01% | +1,129 | New |
| Essential Partners LLC | 1,049 | $20.3K | 0.01% | +344+48.8% | Added |
| GW&K Investment Management, LLC | 980 | $19.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 921 | $17.8K | 0.00% | +921 | New |
| GWM Advisors LLC | 920 | $17.8K | 0.00% | +11+1.2% | Added |
| Larson Financial Group LLC | 902 | $17.4K | 0.00% | +520+136.1% | Added |
| Capital Analysts, LLC | 882 | $17.0K | 0.00% | +882 | New |
| Highline Wealth Partners LLC | 848 | $16.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 846 | $16.4K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 818 | $15.8K | 0.01% | +818 | New |
| HHM Wealth Advisors, LLC | 806 | $15.6K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 793 | $15.3K | 0.00% | +793 | New |
| Cheviot Value Management, LLC | 728 | $15.3K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 750 | $14.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 741 | $14.3K | 0.00% | +741 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 707 | $13.7K | 0.00% | +707 | New |
| Albion Financial Group | 644 | $12.4K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 625 | $12.1K | 0.00% | +625 | New |
| WPG Advisers, LLC | 619 | $12.0K | 0.01% | +104+20.2% | Added |
| Strategic Wealth Partners, Ltd. | 618 | $11.9K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 540 | $10.4K | 0.02% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 538 | $10.4K | 0.00% | −1,773−76.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 533 | $10.3K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 561 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 504 | $9.76K | 0.00% | +1+0.2% | Added |
| Rossby Financial, LCC | 503 | $9.72K | 0.00% | +29+6.1% | Added |
| Raffa Wealth Management, LLC | 501 | $9.68K | 0.00% | −60−10.7% | Reduced |
| Pinnacle Bancorp, Inc. | 499 | $9.65K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 495 | $9.57K | 0.00% | −3,046−86.0% | Reduced |
| Spire Wealth Management | 415 | $8.03K | 0.00% | −149−26.4% | Reduced |
| SHP Wealth Management | 415 | $8.03K | 0.00% | +415 | New |
| Bell Investment Advisors, Inc | 384 | $7.42K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 341 | $6.59K | 0.00% | −1−0.3% | Reduced |
| Manning & Napier Advisors LLC | 336 | $6.51K | 0.00% | +336 | New |
| UMA Financial Services, Inc. | 335 | $6.48K | 0.00% | +75+28.8% | Added |
| Ancora Advisors, LLC | 324 | $6.26K | 0.00% | +324 | New |
| Center for Financial Planning, Inc. | 323 | $6.24K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 311 | $6.01K | 0.00% | +66+26.9% | Added |
| Nisa Investment Advisors, LLC | 292 | $5.64K | 0.00% | +292 | New |
| ORG Wealth Partners, LLC | 277 | $5.35K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 271 | $5.23K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $4.83K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 244 | $4.71K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 241 | $4.66K | 0.00% | +241 | New |
| Ninepoint Partners LP | 236 | $4.56K | 0.00% | +236 | New |
| WealthCollab, LLC | 226 | $4.37K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 225 | $4.35K | 0.00% | +225 | New |
| Johnson Financial Group, Inc. | 202 | $3.90K | 0.00% | −192−48.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 196 | $3.79K | 0.00% | +196 | New |
| CWM Advisors, LLC | 174 | $3.35K | 0.00% | +174 | New |
| IMA Wealth, Inc. | 167 | $3.23K | 0.00% | +167 | New |
| Triumph Capital Management | 167 | $3.23K | 0.00% | +167 | New |
| Beaird Harris Wealth Management, LLC | 164 | $3.17K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 164 | $3.17K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 159 | $3.07K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 142 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 151 | $2.92K | 0.00% | +151 | New |
| First Command Advisory Services, Inc. | 129 | $2.49K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 126 | $2.44K | 0.00% | −6−4.5% | Reduced |
| Private Wealth Asset Management, LLC | 125 | $2.42K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 125 | $2.42K | 0.00% | +125 | New |
| Brown, Lisle/Cummings, Inc. | 119 | $2.30K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $2.22K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 105 | $2.03K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 112 | $2.00K | 0.00% | +112 | New |
| Kilter Group LLC | 94 | $1.82K | 0.00% | +94 | New |