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Disclosery

SMFG SUMITOMO MITSUI FIN GRP INC

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SPONSORED ADR (ADR), issuer CIK 1022837

369 managers (373 13F filers) reported a position in SMFG shares at 2025-06-30, 119,239,820 shares in all. 50 filers opened a position and 34 filers sold out during the quarter.

Managers
369
13F filers
373
New
50
Added
150
Reduced
118
Sold out
34
Shares held by filers
119,239,820

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Lido Advisors, LLCin group Lido Advisors, LLC19,003$291K<0.01%-3513F-HRTimelineGroup
Modern Wealth Management, LLC18,756$283K0.01%+2413F-HR/ATimeline
Sowell Financial Services LLC18,699$283K0.01%+1,09413F-HRTimeline
Syverson Strege & Co18,660$282K0.07%new13F-HRTimeline
Bleakley Financial Group, LLC18,318$277K0.01%+12613F-HRTimeline
Sage Mountain Advisors LLC18,244$276K0.02%-1,56013F-HRTimeline
Werba Rubin Papier Wealth Management18,070$273K0.05%+86413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.18,042$273K<0.01%-95513F-HRTimelineGroup
BSW Wealth Partners17,843$270K0.04%-1,80913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …17,686$267K<0.01%new13F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC17,534$265K<0.01%-1,31913F-HR/ATimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC17,303$261K<0.01%-18,60613F-HR/ATimelineGroup
Redhawk Wealth Advisors, Inc.17,110$259K0.03%-54,27913F-HRTimeline
UMB Bank, n.a.16,897$255K<0.01%-8,38313F-HR/ATimeline
Wedmont Private Capital16,942$252K0.01%-21813F-HRTimeline
Keel Point, LLC16,657$252K0.02%+36113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…16,598$251K0.02%+1,85913F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC16,214$245K0.05%+1,72413F-HRTimeline
HighPoint Advisor Group LLC16,165$244K0.01%+4413F-HRTimeline
Vestmark Advisory Solutions, Inc.16,024$242K<0.01%new13F-HRTimeline
AlphaCore Capital LLC15,912$240K0.01%new13F-HRTimeline
Aprio Wealth Management, LLC15,891$240K0.03%-4,80613F-HRTimeline
Optas, LLC15,823$239K0.05%+2,81313F-HRTimeline
CWM, LLCin group CWM, LLC15,586$236K<0.01%-1,12713F-HRTimelineGroup
Coastal Bridge Advisors, LLC14,800$224K0.02%+50013F-HRTimeline
Shilanski & Associates, Inc.14,539$220K0.06%-9313F-HRTimeline
NATURAL INVESTMENTS, LLC14,446$218K0.06%new13F-HRTimeline
Channing Global Advisors, LLC14,194$214K0.14%-47213F-HRTimeline
Choate Investment Advisors14,062$212K<0.01%-61013F-HRTimeline
Beverly Hills Private Wealth, LLC14,026$212K0.04%-51013F-HRTimeline
World Investment Advisors14,000$212K<0.01%-12,96813F-HRTimeline
STATE STREET CORPin group STATE STREET CORP13,954$211K<0.01%013F-HRTimelineGroup
Cromwell Holdings LLC13,841$209K0.13%013F-HRTimeline
Farther Finance Advisors, LLC13,828$209K<0.01%+3,38613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,807$209K<0.01%+65113F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC13,773$208K0.01%-1,43213F-HRTimelineGroup
ACORN CREEK CAPITAL LLC13,688$207K0.09%+11813F-HRTimeline
EARNED WEALTH ADVISORS, LLC13,491$204K0.04%+3,33713F-HRTimeline
XPONANCE LLC13,447$203K<0.01%+20813F-HRTimeline
CERTUITY, LLC13,327$201K0.02%+90013F-HRTimeline
Sanctuary Advisors, LLC12,984$196K<0.01%-1,55113F-HRTimeline
NewEdge Wealth, LLC12,375$193K<0.01%new13F-HRTimeline
Canopy Partners, LLC12,558$190K0.07%-5813F-HRTimeline
NorthCoast Asset Management LLC12,539$189K<0.01%new13F-HRTimeline
Clarius Group, LLC12,484$189K0.01%+2,39313F-HRTimeline
WRAPMANAGER INC12,265$185K0.05%-1,08013F-HRTimeline
Venturi Wealth Management, LLC12,206$184K0.01%new13F-HRTimeline
Summit Trail Advisors, LLC11,854$182K<0.01%+20013F-HRTimeline
EP Wealth Advisors, LLC12,025$182K<0.01%new13F-HRTimeline
TRUST POINT INC.12,015$182K0.02%-35013F-HRTimeline
Wealthstream Advisors, Inc.11,849$179K0.03%+24413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,716$177K<0.01%+92113F-HRTimeline
Aspen Grove Capital, LLC11,487$176K0.03%-50413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,623$176K<0.01%-2,00313F-HRTimeline
Abel Hall, LLC11,433$173K0.08%-2,84313F-HRTimeline
MAI Capital Management11,313$171K<0.01%+11,09013F-HRTimeline
Brooklyn Investment Group11,265$170K0.02%+5,31813F-HR/ATimeline
IHT Wealth Management, LLC11,127$168K<0.01%new13F-HRTimeline
Intergy Private Wealth, LLC11,011$166K0.06%new13F-HRTimeline
Kathmere Capital Management, LLC10,761$163K0.01%-3,82913F-HRTimeline
Burns Matteson Capital Management, LLC10,746$162K0.08%new13F-HRTimeline
New Republic Capital, LLC10,698$162K0.06%-1,99613F-HRTimeline
Wilmington Savings Fund Society, FSB10,536$159K<0.01%013F-HRTimeline
D'Orazio & Associates, Inc.10,471$158K0.02%-63413F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,447$158K<0.01%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,312$156K0.01%new13F-HRTimelineGroup
Onyx Bridge Wealth Group LLC10,000$151K0.02%013F-HRTimeline
GeoWealth Management, LLC9,017$136K0.01%+4,31913F-HRTimeline
Bruce G. Allen Investments, LLC8,896$134K0.1%+18513F-HRTimeline
AXA S.A.in group AXA S.A.8,000$121K<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.7,727$117K<0.01%+4,92913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,370$112K<0.01%+4,29813F-HRTimelineGroup
Sterling Capital Management LLC6,916$105K<0.01%+6,04913F-HR/ATimeline
PARADIGM ASSET MANAGEMENT CO LLC6,300$95.2K0.02%013F-HRTimeline
SIERRA OCEAN, LLC5,616$84.9K0.06%-18013F-HRTimeline
Parkside Financial Bank & Trust5,167$78.1K0.01%-22613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,456$67K<0.01%+4,14313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARCLAYS PLCin group BARCLAYS PLC4,000$60.4K<0.01%013F-HR/ATimelineGroup
Rosenberg Matthew Hamilton3,827$57.8K0.01%013F-HRTimeline
Arax Advisory Partners3,743$56.6K<0.01%+2,99713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,696$55.8K<0.01%-44213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.3,577$54K0.04%+3213F-HRTimeline
Geneos Wealth Management Inc.3,326$50.3K<0.01%-5,10613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,123$47.2K<0.01%-16613F-HRTimelineGroup
Cape Investment Advisory, Inc.2,858$43.2K0.02%+2,08713F-HRTimeline
IFP Advisors, Inc2,840$42.9K<0.01%-47313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,800$42.3K<0.01%+24213F-HRTimelineGroup
Allworth Financial LP2,753$41.6K<0.01%+95513F-HRTimeline
Steward Partners Investment Advisory, L…2,717$41.1K<0.01%-9513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,704$40.9K<0.01%-3313F-HRTimeline
Headlands Technologies LLC2,570$38.8K<0.01%new13F-HRTimeline
Perritt Capital Management Inc2,500$37.8K0.02%013F-HR/ATimeline
JFS WEALTH ADVISORS, LLC2,411$36.4K<0.01%013F-HRTimeline
Park Square Financial Group, LLC2,381$36K0.03%+51313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,064$33.7K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,208$33.4K<0.01%-12613F-HRTimeline
NewSquare Capital LLC2,029$30.7K<0.01%+1,36313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,994$30.1K<0.01%+67913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,979$29.9K<0.01%+1,22713F-HRTimelineGroup
LANARK FINANCIAL, INC.1,951$29K<0.01%+64913F-HRTimeline
Addison Advisors LLC1,876$28.3K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,837$28K<0.01%-4,23513F-HRTimelineGroup
Rise Advisors, LLC1,841$27.8K0.01%013F-HRTimeline
Financial Management Professionals, Inc.1,526$23.1K<0.01%-87813F-HRTimeline
ORG Partners LLC1,505$22.7K<0.01%+68513F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,409$21.3K<0.01%-13313F-HRTimeline
Whipplewood Advisors, LLC1,217$18.4K0.01%+1,20913F-HRTimeline
Aventura Private Wealth, LLC1,193$18K0.01%013F-HRTimeline
GW&K Investment Management, LLC980$15K<0.01%013F-HRTimeline
NewEdge Advisors, LLC942$14.2K<0.01%+3313F-HRTimeline
Cornerstone Planning Group LLC866$13.2K<0.01%+13313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC848$12.8K<0.01%+37613F-HRTimeline
HARBOUR INVESTMENTS, INC.846$12.8K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC806$12.2K<0.01%013F-HRTimeline
Sound Income Strategies, LLC794$12K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC728$11.6K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC751$11.3K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT644$9.73K<0.01%013F-HRTimeline
Caitong International Asset Management …590$8.91K0.01%+27613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management564$8.52K<0.01%013F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC540$8.16K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC533$8.05K<0.01%013F-HRTimeline
Financial Connections Group, Inc.561$8K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…501$7.58K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.499$7.54K<0.01%+27313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC471$7.12K<0.01%013F-HRTimeline
WPG Advisers, LLC457$6.91K0.01%+1313F-HRTimeline
Binnacle Investments Inc456$6.89K<0.01%+24813F-HRTimeline
Rossby Financial, LCC388$5.86K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc384$5.8K<0.01%+10913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…366$5.53K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.323$4.88K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…277$4.18K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC276$4.17K<0.01%+16713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…265$4K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.260$3.93K<0.01%+12513F-HRTimeline
Clean Yield Group250$3.78K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO239$3.61K<0.01%new13F-HRTimelineGroup
WealthCollab, LLC226$3.42K<0.01%new13F-HRTimeline
Manchester Capital Management LLC214$3.23K<0.01%+14413F-HRTimeline
Tortoise Investment Management, LLC206$3.11K<0.01%new13F-HRTimeline
MOTCO187$2.83K<0.01%013F-HRTimeline
Traub Capital Management LLC170$2.57K<0.01%13F-HRTimeline
Stephens Consulting, LLC167$2.52K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV165$2.49K<0.01%-18113F-HRTimeline
LRI Investments, LLC164$2.48K<0.01%013F-HRTimeline
CX Institutional142$2K<0.01%013F-HR/ATimeline
First Command Advisory Services, Inc.129$1.95K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC127$1.92K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC125$1.89K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.119$1.8K<0.01%013F-HRTimeline
CVA Family Office, LLC115$1.74K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC107$1.62K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC105$1.59K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC95$1.44K<0.01%+8113F-HRTimeline
COUNTRY TRUST BANK87$1.31K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC80$1.21K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC94$1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC58$876<0.01%013F-HRTimeline
Abound Wealth Management45$680<0.01%-1113F-HRTimeline
GROUP ONE TRADING LLC38$574<0.01%-40013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …38$574<0.01%13F-HRTimelineGroup
AdvisorNet Financial, Inc33$499<0.01%013F-HRTimeline
Bogart Wealth, LLC32$484<0.01%013F-HRTimeline
High Note Wealth, LLC25$378<0.01%013F-HRTimeline
Creekmur Asset Management LLC23$340<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1$15<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
PIN OAK INVESTMENT ADVISORS INC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.