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Disclosery

SMFG SUMITOMO MITSUI FIN GRP INC

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SPONSORED ADR (ADR), issuer CIK 1022837

454 managers (459 13F filers) reported a position in SMFG shares at 2026-06-30, 134,013,174 shares in all. 61 filers opened a position and 43 filers sold out during the quarter.

Managers
454
13F filers
459
New
61
Added
228
Reduced
93
Sold out
43
Shares held by filers
134,013,174

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY25,112,524$592M0.03%+2,154,15313F-HRTimelineGroup
FMR LLCin group FMR LLC13,937,223$329M0.01%+1,367,85213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,814,662$255M0.03%+106,66013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.7,854,802$185M<0.01%+173,23613F-HRTimelineGroup
Fisher Asset Management, LLC6,291,379$148M0.04%+3,094,45213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,158,454$145M0.02%-31,20113F-HRTimelineGroup
Clark Capital Management Group, Inc.3,831,212$90.3M0.49%+48,81313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC3,493,982$82.4M0.04%+485,07713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP3,139,702$74M0.01%+48,96113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,277,375$53.7M+64,081Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,146,202$50.6M0.01%-14,41713F-HRTimelineGroup
Quantinno Capital Management LP2,143,555$50.5M0.06%+527,73613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,781,736$42M<0.01%-64,59913F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,709,700$40.3M0.49%-1,75513F-HRTimeline
Capital Wealth Planning, LLC1,659,962$39.1M0.2%+354,20713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,525,928$36.2M<0.01%+607,61313F-HRTimelineGroup
CAUSEWAY CAPITAL MANAGEMENT LLC1,392,610$32.8M0.36%+125,36213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,340,654$31.6M0.01%+495,43213F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,244,470$29.3M<0.01%+154,72313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,023,572$24.1M0.03%-725,70013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,022,557$24.1M0.01%+167,95813F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding1,009,114$23.8M+638,554Timeline
Creative Planningin group Creative Planning883,657$20.8M0.01%+119,07313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding868,097$20.5M+98,275Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers812,854$19.2M0.02%+112,96013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC791,559$18.7M0.09%+50,92513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp781,157$18.4M<0.01%+41,37613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA765,357$18M<0.01%+511,46713F-HRTimelineGroup
ANDERSON HOAGLAND & CO717,018$16.9M1.33%-8,23013F-HRTimeline
CCM INVESTMENT ADVISERS LLC677,598$16M1.24%+371,83613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.628,286$14.8M<0.01%+5,25113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC597,092$14.1M0.04%+6,43813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP570,629$13.5M0.01%+10,83913F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …540,271$13M0.02%-34,98813F-HRTimelineGroup
LPL Financial LLC500,370$11.8M<0.01%+31,57713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC493,964$11.6M0.01%+19,25913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/486,147$11.5M<0.01%+445,66613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC478,697$11.3M0.01%+43,50913F-HRTimelineGroup
Crossmark Global Holdings, Inc.476,543$11.2M0.15%+1,86013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp468,247$11.1M0.01%+31,08813F-HRTimelineGroup
Ethic Inc.461,574$10.9M0.14%+59,82913F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP456,612$10.8M0.04%-97213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC450,625$10.6M<0.01%+48,31413F-HRTimelineGroup
Ramirez Asset Management, Inc.446,780$10.5M1.1%+43,96913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO439,633$10.4M0.01%+7,91013F-HRTimelineGroup
CIBC WORLD MARKET INC.437,164$10.3M0.02%-15,69613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.414,866$9.78M0.01%+1,99413F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.408,740$9.64M0.08%+63,08713F-HRTimeline
&PARTNERS366,043$8.64M0.04%-47413F-HRTimeline
Moran Wealth Management, LLC336,966$7.95M0.22%-67,90313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\329,155$7.76M0.01%+4,64113F-HRTimelineGroup
Allianz SEin group Allianz SE324,970$7.66M0.08%+103,00013F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC320,000$7.55M0.25%+26,00013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC317,252$7.48M0.01%+70,90913F-HRTimelineGroup
Cetera Investment Advisers288,600$6.81M0.01%+3,68113F-HRTimeline
QUADRANT CAPITAL GROUP LLC280,724$6.62M0.18%-25713F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC266,254$6.28M0.12%+10,58613F-HRTimelineGroup
AUGUSTINE ASSET MANAGEMENT INC262,517$6.19M1.25%-1,72113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC260,095$6.13M0.05%+12313F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding232,782$6.13M+113,535Timeline
MML INVESTORS SERVICES, LLC258,736$6.1M0.01%+64,71413F-HRTimeline
Connor, Clark & Lunn Investment Managem…252,927$5.96M0.01%+155,72413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC251,341$5.93M0.08%+14,57713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC249,596$5.91M<0.01%+14,30613F-HRTimelineGroup
HighTower Advisors, LLC249,369$5.88M0.01%-24,38513F-HRTimeline
Vise Technologies, Inc.248,161$5.85M0.07%+39,45413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC242,046$5.71M<0.01%+13,65813F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…238,293$5.62M<0.01%+45,15713F-HRTimelineGroup
SIGNATUREFD, LLC235,552$5.55M0.07%+10,85813F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…231,955$5.54M0.11%-3,61513F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO230,432$5.43M0.05%013F-HRTimeline
Gilman Hill Asset Management, LLC211,570$4.99M0.68%+4,76113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…211,424$4.99M<0.01%+6,52613F-HRTimelineGroup
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC204,401$4.82M0.04%+3,86713F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC196,100$4.62M0.02%-94,59813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP188,474$4.44M<0.01%-5,51213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP173,711$4.14M<0.01%+69,72513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV175,094$4.13M0.01%-1,89613F-HR/ATimeline
Naviter Wealth, LLC172,721$4.12M0.37%+36,77613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC165,726$3.91M0.02%new13F-HRTimelineGroup
LEE JOHNSON CAPITAL MANAGEMENT, LLC163,993$3.87M1.21%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…163,083$3.85M<0.01%+149,43813F-HRTimelineGroup
IEQ CAPITAL, LLC162,467$3.83M0.02%+16,97613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC159,544$3.76M<0.01%+17,16713F-HRTimelineGroup
DJE Kapital AG94,049$3.67M0.07%-6,42113F-HRTimeline
Nuveen, LLCin group TIAA155,052$3.66M<0.01%new13F-HRTimelineGroup
Caprock Group, LLC149,157$3.56M0.07%+2,51613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC148,899$3.51M0.06%+40,88813F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.143,600$3.39M0.94%+16,70013F-HRTimeline
Advisors Asset Management, Inc.141,675$3.34M0.05%+2,08513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT139,625$3.29M0.05%+3,30113F-HR/ATimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …138,754$3.27M0.39%+67313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS137,775$3.25M<0.01%-7,28713F-HRTimeline
GREENLEAF TRUST131,754$3.11M0.03%-4,58313F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.127,667$3.01M0.18%+5,10813F-HRTimelineGroup
Pekin Hardy Strauss, Inc.126,375$2.98M0.26%+6,45013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding124,841$2.95M+27,242Timeline
RHUMBLINE ADVISERS123,552$2.91M<0.01%+9,56313F-HRTimeline
Compound Planning, Inc.123,073$2.9M0.08%+9,44613F-HRTimeline
Orion Porfolio Solutions, LLC111,339$2.63M0.02%+12,58413F-HRTimeline
Sequoia Financial Advisors, LLC109,279$2.58M0.01%-43,60713F-HRTimeline
Ninepoint Partners LP106,929$2.52M0.22%+69,50513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…106,210$2.5M<0.01%+5,27813F-HRTimelineGroup
Aaron Wealth Advisors LLC101,462$2.39M0.12%+9,95213F-HRTimeline
CIBC Asset Management Inc102,614$2.33M0.01%-18,68413F-HRTimeline
Vestmark Advisory Solutions, Inc.97,721$2.3M0.02%+10,47413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…95,804$2.26M0.01%+24,87413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP95,045$2.24M<0.01%-10,02713F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC92,822$2.19M0.03%+4,58013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,438$2.18M0.01%+4,22613F-HRTimelineGroup
Dorsey Wright & Associates91,502$2.16M0.37%-36,72613F-HRTimeline
ALLIANCEBERNSTEIN L.P.103,811$2.05M<0.01%-4,14413F-HRTimeline
Alphadyne Asset Management LP82,753$1.95M0.09%new13F-HRTimeline
Ballentine Partners, LLC82,093$1.94M0.02%+9,08013F-HRTimeline
Myriad Asset Management Advisors LLCin group Myriad Asset Management Advis…82,080$1.94M0.46%new13F-HRTimelineGroup
HRT FINANCIAL LP81,755$1.93M<0.01%new13F-HRTimeline
CHOREO, LLC81,395$1.92M0.02%+4,28513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC80,785$1.91M0.04%+4,12213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp78,578$1.85M0.01%+12,81013F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC77,486$1.83M0.09%+1,16913F-HRTimeline
Smartleaf Asset Management LLC76,040$1.8M0.06%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd76,263$1.8M0.04%+16,68413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC76,206$1.8M<0.01%-35,11213F-HRTimelineGroup
Sivia Capital Partners, LLC75,546$1.78M0.22%+38,81413F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO73,870$1.74M0.07%013F-HRTimeline
Redhawk Wealth Advisors, Inc.73,281$1.73M0.17%+2,57313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources70,456$1.66M<0.01%-12,09413F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …70,106$1.65M0.02%+1,27813F-HRTimelineGroup
1832 Asset Management L.P.67,070$1.58M<0.01%+9,37713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS66,638$1.57M<0.01%+30613F-HRTimelineGroup
Summit Trail Advisors, LLC65,517$1.54M0.02%+87713F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND65,381$1.54M<0.01%013F-HRTimeline
Integrated Quantitative Investments LLC65,381$1.54M0.25%-65,38113F-HRTimeline
Global Retirement Partners, LLC62,091$1.46M0.02%13F-HRTimeline
Atria Investments, Inc61,156$1.44M0.01%+3,34513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,949$1.44M<0.01%+2,02913F-HRTimelineGroup
Dynasty Wealth Management, LLC59,684$1.41M0.01%+42,20613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP59,019$1.39M0.02%+6,10813F-HRTimeline
Parallel Advisors, LLC58,138$1.37M0.02%+51813F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC57,660$1.36M<0.01%-18,40613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…50,787$1.31M<0.01%+10,84113F-HRTimeline
AdvisorShares Investments LLC54,800$1.29M0.16%-3,94013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC53,857$1.27M0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC52,124$1.23M0.01%+11,63113F-HRTimeline
HB Wealth Management, LLC51,663$1.22M0.01%+2,61513F-HRTimeline
PDS Planning, Inc50,641$1.19M0.07%+42213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.50,386$1.19M0.02%+11,43613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Savant Capital, LLC54,021$1.18M<0.01%+24,65813F-HRTimeline
Summit Financial, LLC48,673$1.16M0.01%-41213F-HRTimeline
Limestone Investment Advisors LP47,905$1.13M0.57%013F-HRTimeline
Storgate, LLC46,764$1.1M0.23%+29,58713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,543$1.1M<0.01%+65113F-HRTimelineGroup
Ellevest, Inc.45,842$1.08M0.13%+12413F-HRTimeline
LOUISBOURG INVESTMENTS INC.44,652$1.05M0.19%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA44,436$1.05M<0.01%+44813F-HRTimelineGroup
Dakota Wealth Management44,373$1.05M0.02%+6,21013F-HRTimeline
Checchi Capital Advisers, LLC43,997$1.03M0.07%-87713F-HRTimeline
Versant Capital Management, Inc43,849$1.03M0.09%+74113F-HRTimeline
GAMMA Investing LLC42,429$1M0.04%+6,28213F-HRTimeline
Arax Advisory Partners41,927$989K0.01%+32,45513F-HRTimeline
Venturi Wealth Management, LLC41,855$987K0.04%+5,21313F-HRTimeline
Themes Management Co LLC41,750$984K0.65%-7,22513F-HRTimeline
SYON CAPITAL LLC41,381$976K0.04%+2,30113F-HRTimeline
Flatrock Wealth Partners LLC40,757$973K0.38%+56513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,214$972K<0.01%-1,203,68913F-HRTimelineGroup
Legacy Wealth Asset Management, LLC41,147$970K0.21%-4013F-HRTimeline
NewEdge Wealth, LLC39,951$942K0.01%+9,92913F-HRTimeline
PZENA INVESTMENT MANAGEMENT LLC37,322$880K<0.01%+4,77413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC36,691$871K0.01%-18,43013F-HRTimeline
Sanctuary Advisors, LLC36,899$870K<0.01%+14,90213F-HRTimeline
Abel Hall, LLC36,491$860K0.15%+1,60513F-HRTimeline
Merit Financial Group, LLC36,244$855K0.01%+7,16113F-HR/ATimeline
Prospera Financial Services Inc35,565$839K0.01%-18313F-HRTimeline
RNC CAPITAL MANAGEMENT LLC35,379$834K0.03%-11,82013F-HRTimeline
BAILARD, INC.35,290$832K0.02%-1,12413F-HRTimeline
Cordatus Wealth Management LLC35,169$829K0.18%+33913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC34,708$828K<0.01%+1,70113F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO34,759$820K0.01%+1,08413F-HRTimeline
Kathmere Capital Management, LLC34,301$809K0.04%+9,59713F-HRTimeline
SAGE RHINO CAPITAL LLC34,090$804K0.13%+10313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.33,526$791K0.01%+4,14013F-HRTimelineGroup
Bleakley Financial Group, LLC32,905$776K0.01%+8,59613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.32,865$775K0.07%-43913F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC32,798$773K0.01%-2213F-HRTimelineGroup
MATHER GROUP, LLC.32,661$770K0.01%013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC31,695$747K0.23%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC31,503$743K<0.01%-9013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC30,744$725K0.01%+1,05913F-HRTimeline
GeoWealth Management, LLC30,744$725K0.02%+11,48013F-HRTimeline
SmartHarvest Portfolios, LLC29,776$702K0.23%+2,68113F-HRTimeline
Calydon Capital29,475$695K0.1%013F-HRTimeline
Gateway Wealth Partners, LLC29,009$684K0.04%+51713F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP28,651$679K<0.01%+4013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…28,562$673K<0.01%+45113F-HRTimelineGroup
Jain Global LLC28,102$663K0.01%-37,80013F-HRTimeline
GC Wealth Management RIA, LLC27,793$655K0.04%+12,38413F-HRTimeline
Bridgewater Advisors Inc.25,657$648K0.04%+38313F-HRTimeline
Burns Matteson Capital Management, LLC27,310$644K0.2%+29213F-HRTimeline
SHELTON CAPITAL MANAGEMENT27,125$640K0.01%+96813F-HRTimeline
Traveka Wealth, LLC26,630$628K0.21%-9613F-HRTimeline