Skip to content
Disclosery

SMFG SUMITOMO MITSUI FIN GRP INC

Follow

SPONSORED ADR (ADR), issuer CIK 1022837

357 managers (360 13F filers) reported a position in SMFG shares at 2025-03-31, 117,336,152 shares in all. 43 filers opened a position and 30 filers sold out during the quarter.

Managers
357
13F filers
360
New
43
Added
156
Reduced
103
Sold out
30
Shares held by filers
117,336,152

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Sowell Financial Services LLC17,605$272K0.01%+2,59013F-HRTimeline
Claro Advisors Inc.17,536$271K0.04%+1,07913F-HRTimeline
Blue Trust, Inc.17,434$270K<0.01%+5,13713F-HRTimeline
Werba Rubin Papier Wealth Management17,206$266K0.06%-2,34013F-HRTimeline
CWM, LLCin group CWM, LLC16,713$258K<0.01%+17113F-HRTimelineGroup
Legacy Financial Advisors, Inc.16,582$256K0.04%+3,90013F-HRTimeline
Keel Point, LLC16,296$252K0.02%+82913F-HRTimeline
MGO ONE SEVEN LLC16,017$248K0.01%-45413F-HRTimeline
Cresset Asset Management, LLC15,348$240K<0.01%-1,10613F-HRTimeline
West Family Investments, Inc.15,330$237K0.09%-11,57513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,205$235K0.01%new13F-HRTimelineGroup
HighPoint Advisor Group LLC16,121$231K0.01%+38113F-HRTimeline
SVB WEALTH LLC14,891$230K0.01%-5,60313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…14,739$228K0.02%-74713F-HRTimelineGroup
Choate Investment Advisors14,672$227K0.01%+3,87513F-HRTimeline
Channing Global Advisors, LLC14,666$227K0.15%+1,54813F-HRTimeline
Dakota Wealth Management14,638$226K0.01%new13F-HRTimeline
Shilanski & Associates, Inc.14,632$226K0.07%-1,55713F-HRTimeline
Kathmere Capital Management, LLC14,590$226K0.02%new13F-HRTimeline
Beverly Hills Private Wealth, LLC14,536$225K0.04%+29013F-HRTimeline
Sanctuary Advisors, LLC14,535$225K<0.01%-15,48513F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC14,490$224K0.05%-26813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,355$222K<0.01%-17,74413F-HRTimelineGroup
Wedmont Private Capital17,160$222K0.01%+80113F-HRTimeline
Coastal Bridge Advisors, LLC14,300$221K0.02%new13F-HR/ATimeline
Abel Hall, LLC14,276$221K0.13%new13F-HRTimeline
STATE STREET CORPin group STATE STREET CORP13,954$216K<0.01%013F-HRTimelineGroup
Cromwell Holdings LLC13,841$214K0.14%013F-HRTimeline
Merit Financial Group, LLC13,695$212K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,626$211K<0.01%-3413F-HRTimeline
ACORN CREEK CAPITAL LLC13,570$210K0.1%+10013F-HRTimeline
WRAPMANAGER INC13,345$206K0.05%-1,26313F-HRTimeline
XPONANCE LLC13,239$205K<0.01%+53513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,156$203K<0.01%-3,11913F-HRTimelineGroup
Optas, LLC13,010$201K0.03%+90613F-HRTimeline
New Republic Capital, LLC12,694$196K0.09%-74613F-HRTimeline
Canopy Partners, LLC12,616$195K0.08%+14113F-HRTimeline
CERTUITY, LLC12,427$192K0.02%+77013F-HRTimeline
TRUST POINT INC.12,365$191K0.02%-50513F-HRTimeline
Aspen Grove Capital, LLC11,991$185K0.04%013F-HRTimeline
Summit Trail Advisors, LLC11,654$180K0.01%-78113F-HRTimeline
Wealthstream Advisors, Inc.11,605$179K0.03%+12213F-HRTimeline
Entropy Technologies, LP11,600$179K0.02%new13F-HRTimeline
Rehmann Capital Advisory Group11,204$173K0.01%-1,64413F-HRTimeline
D'Orazio & Associates, Inc.11,105$172K0.03%+86713F-HRTimeline
Adero Partners, LLC10,901$169K0.01%+42413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,795$167K<0.01%-20713F-HRTimeline
Wilmington Savings Fund Society, FSB10,536$163K<0.01%-62513F-HRTimeline
Baron Wealth Management LLC10,295$159K0.07%new13F-HRTimeline
Farther Finance Advisors, LLC10,442$157K<0.01%-50413F-HRTimeline
EARNED WEALTH ADVISORS, LLC10,154$157K0.03%new13F-HRTimeline
Clarius Group, LLC10,091$156K0.01%-17313F-HRTimeline
SEVEN MILE ADVISORY10,029$155K0.1%new13F-HRTimeline
Onyx Bridge Wealth Group LLC10,000$155K0.02%013F-HRTimeline
Bruce G. Allen Investments, LLC8,711$135K0.11%+3,26613F-HRTimeline
Geneos Wealth Management Inc.8,432$130K<0.01%+6,19913F-HRTimeline
AXA S.A.in group AXA S.A.8,000$124K<0.01%+64813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,738$120K0.01%-8,58013F-HRTimelineGroup
Wayfinding Financial, LLC7,528$116K0.05%new13F-HRTimeline
Hexagon Capital Partners LLC7,431$115K0.02%+40313F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC6,300$97.4K0.03%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,072$94K<0.01%+4,14313F-HRTimelineGroup
Brooklyn Investment Group5,947$91.9K0.02%+5,15913F-HRTimeline
SIERRA OCEAN, LLC5,796$89.6K0.07%-10613F-HRTimeline
Parkside Financial Bank & Trust5,393$83.4K0.01%-2,55113F-HRTimeline
GeoWealth Management, LLC4,698$72.6K<0.01%-2,06413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,138$64K<0.01%+3,69013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,000$61.8K<0.01%013F-HR/ATimelineGroup
Rosenberg Matthew Hamilton3,827$59.2K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.3,545$54.8K0.04%+4913F-HRTimeline
IFP Advisors, Inc3,313$51.2K<0.01%-9113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,289$50.8K<0.01%-14413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,072$48.3K<0.01%+1,70213F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…2,812$43.5K<0.01%+10613F-HRTimeline
First Horizon Advisors, Inc.2,798$43.3K<0.01%+39513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,737$42.3K<0.01%13F-HRTimeline
Perritt Capital Management Inc2,500$38.6K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,411$37.3K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.2,404$37.2K<0.01%+1,12713F-HRTimeline
PRIVATE TRUST CO NA2,334$36.1K<0.01%+2,13013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,558$31.3K<0.01%+67413F-HRTimelineGroup
Addison Advisors LLC1,876$29K0.01%013F-HRTimeline
Park Square Financial Group, LLC1,868$28.9K0.02%-48713F-HRTimeline
Rise Advisors, LLC1,841$28.5K0.01%013F-HRTimeline
Capital A Wealth Management, LLC1,712$26.5K0.03%013F-HRTimeline
Allworth Financial LP1,798$24.8K<0.01%+20113F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,542$23.8K<0.01%+3413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,315$20.3K<0.01%+19613F-HRTimelineGroup
Whipplewood Advisors, LLC8$20.3K0.01%-1,30313F-HRTimeline
LANARK FINANCIAL, INC.1,302$20K<0.01%+1,30113F-HRTimeline
Aventura Private Wealth, LLC1,193$18.4K0.01%013F-HRTimeline
Global Financial Private Client, LLC1,174$18.1K0.01%013F-HRTimeline
GW&K Investment Management, LLC980$15K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.965$14.9K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC909$14.1K<0.01%013F-HRTimeline
Sterling Capital Management LLC867$13.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.846$13.1K<0.01%+20013F-HRTimeline
HHM Wealth Advisors, LLC806$12.5K<0.01%013F-HRTimeline
ORG Partners LLC820$12.4K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.771$11.9K<0.01%-21913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…752$11.6K<0.01%-85713F-HRTimelineGroup
Arax Advisory Partners746$11.5K<0.01%new13F-HRTimeline
NewSquare Capital LLC666$10.3K<0.01%+39013F-HRTimeline
Cheviot Value Management, LLC728$10.2K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC733$10K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT644$9.96K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management564$8.72K<0.01%+1813F-HRTimelineGroup
Cherry Tree Wealth Management, LLC533$8.24K<0.01%new13F-HRTimeline
Financial Connections Group, Inc.561$8K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…501$7.76K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC472$7.3K<0.01%+35713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC471$7.28K<0.01%013F-HRTimeline
WPG Advisers, LLC444$6.86K0.01%-19913F-HRTimeline
GROUP ONE TRADING LLC438$6.77K<0.01%+37213F-HRTimeline
Rossby Financial, LCC388$5.39K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV346$5.35K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.313$5K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Center for Financial Planning, Inc.323$4.99K<0.01%013F-HRTimeline
Caitong International Asset Management …314$4.85K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc275$4.25K<0.01%+10813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/271$4.19K<0.01%013F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…277$4.18K<0.01%-2213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…255$3.94K<0.01%new13F-HRTimelineGroup
Clean Yield Group250$3.87K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.226$3.49K<0.01%new13F-HRTimeline
MAI Capital Management223$3.44K<0.01%013F-HRTimeline
Continuum Advisory, LLC220$3.4K<0.01%-5113F-HRTimeline
Binnacle Investments Inc208$3.22K<0.01%13F-HRTimeline
PSI Advisors, LLC200$3.09K<0.01%013F-HRTimeline
MOTCO187$2.89K<0.01%013F-HRTimeline
LRI Investments, LLC164$2.54K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.135$2.09K<0.01%013F-HRTimeline
CX Institutional142$2K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.129$1.99K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC125$1.93K<0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.119$1.84K<0.01%new13F-HRTimeline
CVA Family Office, LLC115$1.78K<0.01%013F-HRTimeline
Larson Financial Group LLC109$1.69K<0.01%-113F-HRTimeline
Financial Network Wealth Advisors LLC105$1.62K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC94$1.45K<0.01%013F-HRTimeline
Mattson Financial Services, LLC88$1.36K<0.01%new13F-HRTimeline
CENTRAL TRUST Co86$1.33K<0.01%013F-HRTimeline
Manchester Capital Management LLC70$1.08K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC58$897<0.01%013F-HR/ATimeline
Abound Wealth Management56$866<0.01%-3613F-HRTimeline
Clearstead Advisors, LLC55$851<0.01%-113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC49$758<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC49$758<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …38$587<0.01%13F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST33$520<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc33$510<0.01%013F-HRTimeline
Bogart Wealth, LLC32$495<0.01%new13F-HRTimeline
High Note Wealth, LLC25$387<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC14$216<0.01%new13F-HRTimeline
West Branch Capital LLC8$122<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1$15<0.01%-3,09813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.