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Disclosery

SMFG SUMITOMO MITSUI FIN GRP INC

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SPONSORED ADR (ADR), issuer CIK 1022837

347 managers (349 13F filers) reported a position in SMFG shares at 2024-12-31, 102,368,710 shares in all. 34 filers opened a position and 28 filers sold out during the quarter.

Managers
347
13F filers
349
New
34
Added
149
Reduced
100
Sold out
28
Shares held by filers
102,368,710

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,318$236K0.01%+14,01613F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,275$236K0.01%+1,01513F-HRTimelineGroup
Shilanski & Associates, Inc.16,189$235K0.08%-85813F-HRTimeline
Valeo Financial Advisors, LLC15,959$231K0.01%+1313F-HRTimeline
Wedmont Private Capital16,359$231K0.01%+22313F-HRTimeline
HighPoint Advisor Group LLC15,740$231K0.01%+11113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…15,486$225K0.02%+2,89713F-HRTimelineGroup
Keel Point, LLC15,467$224K0.02%-1,33013F-HRTimeline
Sowell Financial Services LLC15,015$218K0.01%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC14,758$214K0.04%-13513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,741$214K0.01%13F-HRTimeline
WRAPMANAGER INC14,608$212K0.05%+1,19013F-HRTimeline
Aprio Wealth Management, LLC14,256$207K0.03%+2,46113F-HRTimeline
Beverly Hills Private Wealth, LLC14,246$206K0.04%-38613F-HRTimeline
World Investment Advisors14,169$205K0.01%+3,09013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP13,954$202K<0.01%013F-HRTimelineGroup
Cromwell Holdings LLC13,841$201K0.12%013F-HRTimeline
Atria Wealth Solutions, Inc.13,710$199K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,660$198K<0.01%+19213F-HRTimeline
ACORN CREEK CAPITAL LLC13,470$195K0.1%+413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,454$195K<0.01%+2,03313F-HR/ATimelineGroup
New Republic Capital, LLC13,440$195K0.13%-1,92213F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC13,348$193K<0.01%-2,77113F-HRTimeline
Channing Global Advisors, LLC13,118$190K0.13%+22313F-HRTimeline
TRUST POINT INC.12,870$186K0.01%-2713F-HRTimeline
Rehmann Capital Advisory Group12,848$186K0.01%-37613F-HRTimeline
XPONANCE LLC12,704$184K<0.01%+57913F-HRTimeline
Legacy Financial Advisors, Inc.12,682$184K0.03%+59213F-HRTimeline
Canopy Partners, LLC12,475$181K0.07%+1013F-HRTimeline
HB Wealth Management, LLC12,444$180K<0.01%-85513F-HRTimeline
Summit Trail Advisors, LLC12,435$180K0.01%-37513F-HRTimeline
Blue Trust, Inc.12,297$178K<0.01%-26,14613F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,241$177K<0.01%new13F-HRTimelineGroup
Optas, LLC12,104$175K0.04%-2,14513F-HRTimeline
Aspen Grove Capital, LLC11,991$174K0.04%new13F-HRTimeline
Prudent Man Advisors, LLC11,883$172K0.06%013F-HRTimeline
CERTUITY, LLC11,657$169K0.02%+1,45013F-HRTimeline
Wealthstream Advisors, Inc.11,483$166K0.03%+79413F-HRTimeline
SIMON QUICK ADVISORS, LLC11,228$163K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB11,161$162K<0.01%-18013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,107$161K0.01%new13F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO11,002$159K<0.01%+28113F-HRTimeline
Farther Finance Advisors, LLC10,946$159K0.01%+76313F-HRTimeline
Choate Investment Advisors10,797$156K<0.01%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC10,554$153K<0.01%-4,72413F-HRTimelineGroup
Adero Partners, LLC10,477$152K0.01%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,417$151K<0.01%new13F-HRTimeline
Clarius Group, LLC10,264$149K0.01%-1,38113F-HRTimeline
D'Orazio & Associates, Inc.10,238$148K0.02%+9413F-HRTimeline
Onyx Bridge Wealth Group LLC10,000$145K0.02%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC9,068$131K<0.01%new13F-HRTimelineGroup
Quantbot Technologies LP9,004$130K<0.01%-31,62713F-HRTimeline
Parkside Financial Bank & Trust7,944$115K0.02%+1,96813F-HRTimeline
AXA S.A.in group AXA S.A.7,352$107K<0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC7,028$102K0.02%+77013F-HRTimeline
GeoWealth Management, LLC6,762$98K<0.01%-1,94013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC6,300$91.3K0.02%-80013F-HRTimeline
SIERRA OCEAN, LLC5,902$85.5K0.07%13F-HRTimeline
Bruce G. Allen Investments, LLC5,445$78.9K0.06%+1,23913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,000$58K<0.01%-16,00013F-HR/ATimelineGroup
Rosenberg Matthew Hamilton3,827$55.5K0.01%-1,31913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.3,496$50.9K0.04%+94013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,433$49.7K<0.01%-1,46213F-HRTimelineGroup
IFP Advisors, Inc3,404$49.3K<0.01%+29513F-HRTimeline
TD Waterhouse Canada Inc.3,099$44.9K<0.01%+2,96313F-HRTimeline
Zions Bancorporation, N.A.2,737$39.7K<0.01%-61213F-HRTimeline
Steward Partners Investment Advisory, L…2,706$39.2K<0.01%013F-HRTimeline
Perritt Capital Management Inc2,500$36.2K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,411$34.9K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.2,403$34.8K<0.01%+4113F-HRTimeline
Park Square Financial Group, LLC2,355$34.1K0.02%13F-HRTimeline
Geneos Wealth Management Inc.2,233$32.4K<0.01%+5713F-HRTimeline
Versant Capital Management, Inc2,086$30.2K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,929$28K<0.01%+1,11913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,884$27.9K<0.01%+31213F-HRTimelineGroup
Addison Advisors LLC1,876$27.2K0.01%013F-HRTimeline
Rise Advisors, LLC1,841$26.7K0.01%+2413F-HRTimeline
PEAK6 LLCin group PEAK6 LLC1,734$25.1K<0.01%13F-HRTimelineGroup
Capital A Wealth Management, LLC1,712$24.8K0.04%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,609$23.3K<0.01%+66513F-HRTimelineGroup
Allworth Financial LP1,597$23.2K<0.01%+39513F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,508$21.9K<0.01%-2,14213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,370$19.9K<0.01%+24813F-HRTimelineGroup
Whipplewood Advisors, LLC1,311$19K0.01%13F-HRTimeline
Financial Management Professionals, Inc.1,277$18.5K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC1,193$17.3K0.01%13F-HRTimeline
Global Financial Private Client, LLC1,174$17K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,119$16.2K<0.01%013F-HRTimelineGroup
Venturi Wealth Management, LLC1,109$16.1K<0.01%+13613F-HRTimeline
Human Investing LLC1,100$15.9K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC994$14.4K<0.01%-6613F-HRTimeline
Cape Investment Advisory, Inc.990$14.3K0.01%013F-HRTimeline
GW&K Investment Management, LLC980$14K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC963$14K0.01%013F-HRTimeline
NewEdge Advisors, LLC909$13.2K<0.01%013F-HRTimeline
Sterling Capital Management LLC867$12.6K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC806$11.7K<0.01%013F-HRTimeline
Brooklyn Investment Group788$11.4K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC733$10.9K<0.01%+15813F-HRTimeline
HARBOUR INVESTMENTS, INC.646$9.36K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT644$9.33K<0.01%new13F-HRTimeline
WPG Advisers, LLC643$9.32K0.01%13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.607$8.79K<0.01%013F-HRTimeline
Financial Connections Group, Inc.561$8K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management546$7.91K<0.01%+4713F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…501$7.27K<0.01%+113F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC471$6.83K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC448$6.49K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC412$5.97K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC398$5.77K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.323$4.68K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…299$4.33K<0.01%013F-HRTimelineGroup
Advantage Trust Co291$4.16K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC295$4K<0.01%-62913F-HRTimeline
NewSquare Capital LLC276$4K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/271$3.93K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC271$3.93K<0.01%+5113F-HRTimeline
Clean Yield Group250$3.62K<0.01%013F-HRTimeline
MAI Capital Management223$3.23K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA204$2.96K<0.01%new13F-HRTimeline
PSI Advisors, LLC200$2.9K<0.01%013F-HRTimeline
MOTCO187$2.71K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc167$2.42K<0.01%013F-HRTimeline
LRI Investments, LLC164$2.38K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.135$1.96K<0.01%new13F-HRTimeline
REAP Financial Group, LLC119$1.72K<0.01%+213F-HRTimeline
CVA Family Office, LLC115$1.67K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC115$1.67K<0.01%013F-HRTimeline
Larson Financial Group LLC110$1.59K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.94$1.36K<0.01%13F-HRTimeline
Abound Wealth Management92$1.33K<0.01%013F-HRTimeline
Mendota Financial Group, LLC91$1.32K<0.01%-1613F-HRTimeline
CENTRAL TRUST Co86$1.25K<0.01%013F-HRTimeline
Manchester Capital Management LLC70$1.01K<0.01%-28213F-HRTimeline
Wood Tarver Financial Group, LLC94$1K<0.01%13F-HRTimeline
GROUP ONE TRADING LLC66$956<0.01%-713F-HR/ATimeline
Golden State Wealth Management, LLC58$840<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC57$829<0.01%013F-HRTimeline
Clearstead Advisors, LLC56$812<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC49$710<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …38$551<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc33$478<0.01%013F-HRTimeline
High Note Wealth, LLC25$362<0.01%new13F-HRTimeline
Sachetta, LLC8$122<0.01%new13F-HRTimeline
West Branch Capital LLC8$114<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1$18<0.01%-1,29213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.