Skip to content
Disclosery

SMFG SUMITOMO MITSUI FIN GRP INC

Follow

SPONSORED ADR (ADR), issuer CIK 1022837

394 managers (396 13F filers) reported a position in SMFG shares at 2025-09-30, 113,206,599 shares in all. 56 filers opened a position and 31 filers sold out during the quarter.

Managers
394
13F filers
396
New
56
Added
174
Reduced
103
Sold out
31
Shares held by filers
113,206,599

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Net Worth Advisory Group22,103$370K0.11%-89913F-HRTimeline
Valeo Financial Advisors, LLC21,639$362K0.01%+1,05713F-HRTimeline
EWA, LLC21,476$360K0.1%+17413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC21,376$358K<0.01%+4,07313F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC21,280$356K0.08%+32013F-HRTimeline
Prime Capital Investment Advisors, LLC20,634$345K<0.01%+813F-HRTimeline
Private Advisor Group, LLC20,321$340K<0.01%+65713F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding19,890$333K-63,834Timeline
First Affirmative Financial Network19,838$332K0.16%-72613F-HRTimeline
Generali Investments CEE, investicni sp…19,800$331K0.03%013F-HRTimeline
Kathmere Capital Management, LLC19,011$318K0.02%+8,25013F-HRTimeline
BLAIR WILLIAM & CO/IL19,001$318K<0.01%new13F-HRTimeline
Sage Mountain Advisors LLC18,780$314K0.02%+53613F-HRTimeline
Bleakley Financial Group, LLC18,709$313K0.01%+39113F-HRTimeline
NorthCoast Asset Management LLC18,619$312K<0.01%+6,08013F-HRTimeline
Beverly Hills Private Wealth, LLC18,289$306K0.05%+4,26313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.17,923$300K<0.01%+13,46713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.17,837$299K<0.01%-20513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC17,619$295K<0.01%+8513F-HR/ATimelineGroup
PERSONAL CFO SOLUTIONS, LLC17,318$290K0.05%+1,10413F-HRTimeline
Keel Point, LLC17,139$287K0.02%+48213F-HRTimeline
TRUST POINT INC.16,814$281K0.02%+4,79913F-HRTimeline
HighPoint Advisor Group LLC16,771$281K0.01%+60613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments16,582$278K0.02%-15,90513F-HRTimelineGroup
Channing Global Advisors, LLC16,539$277K0.19%+2,34513F-HRTimeline
Aprio Wealth Management, LLC16,517$276K0.03%+62613F-HRTimeline
CWM, LLCin group CWM, LLC16,516$276K<0.01%+93013F-HRTimelineGroup
UMB Bank, n.a.16,052$269K<0.01%-84513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Optas, LLC15,953$267K0.05%+13013F-HRTimeline
Legacy Financial Advisors, Inc.15,912$266K0.04%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,873$266K<0.01%-25,33313F-HRTimelineGroup
Wedmont Private Capital16,254$261K0.01%-68813F-HRTimeline
Empirical Financial Services, LLC d.b.a…15,423$258K0.01%+4,97613F-HRTimeline
BSW Wealth Partners15,344$257K0.03%-2,49913F-HRTimeline
Venturi Wealth Management, LLC15,306$256K0.01%+3,10013F-HRTimeline
Modern Wealth Management, LLC15,016$251K<0.01%-3,74013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,998$251K<0.01%+3,37513F-HRTimeline
Csenge Advisory Group14,965$251K0.01%-10,15513F-HRTimeline
Sowell Financial Services LLC14,783$247K0.01%-3,91613F-HRTimeline
Farther Finance Advisors, LLC14,750$247K<0.01%+92213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,744$247K<0.01%new13F-HRTimelineGroup
NATURAL INVESTMENTS, LLC14,648$245K0.06%+20213F-HRTimeline
NewEdge Wealth, LLC15,164$245K<0.01%+2,78913F-HRTimeline
Jain Global LLC14,602$244K<0.01%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC14,556$244K0.04%+1,06513F-HRTimeline
Shilanski & Associates, Inc.14,526$243K0.06%-1313F-HRTimeline
GC Wealth Management RIA, LLC14,477$242K0.01%new13F-HRTimeline
Coastal Bridge Advisors, LLC14,300$239K0.02%-50013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,173$237K<0.01%+36613F-HRTimelineGroup
Dynasty Wealth Management, LLC14,130$237K<0.01%new13F-HRTimeline
Choate Investment Advisors14,062$235K<0.01%013F-HRTimeline
Summit Trail Advisors, LLC14,055$235K<0.01%+2,20113F-HRTimeline
Sanctuary Advisors, LLC13,959$234K<0.01%+97513F-HR/ATimeline
STATE STREET CORPin group STATE STREET CORP13,954$234K<0.01%013F-HRTimelineGroup
Wealthstream Advisors, Inc.13,947$233K0.04%+2,09813F-HRTimeline
Cromwell Holdings LLC13,841$232K0.12%013F-HRTimeline
ACORN CREEK CAPITAL LLC13,724$230K0.09%+3613F-HRTimeline
Burns Matteson Capital Management, LLC13,402$224K0.09%+2,65613F-HRTimeline
Canopy Partners, LLC13,368$224K0.07%+81013F-HRTimeline
Vestmark Advisory Solutions, Inc.13,329$223K<0.01%-2,69513F-HRTimeline
Brucke Financial, Inc.13,599$221K0.13%new13F-HRTimeline
AXA Investment Managers S.A.13,188$221K<0.01%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,090$219K0.01%-68313F-HRTimelineGroup
Syverson Strege & Co12,829$215K0.05%-5,83113F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…12,699$213K0.02%new13F-HRTimelineGroup
Werba Rubin Papier Wealth Management12,670$212K0.03%-5,40013F-HRTimeline
Clarius Group, LLC12,484$209K0.01%013F-HRTimeline
New Republic Capital, LLC12,292$206K0.06%+1,59413F-HRTimeline
Intergy Private Wealth, LLC12,143$203K0.06%+1,13213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12,037$202K0.02%-4,56113F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…12,017$201K<0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC12,015$201K<0.01%+5,09913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC11,540$193K<0.01%+7,54013F-HR/ATimelineGroup
Connor, Clark & Lunn Investment Managem…11,536$193K<0.01%new13F-HRTimeline
CERTUITY, LLC11,351$190K0.01%-1,97613F-HRTimeline
Abel Hall, LLC11,220$188K0.08%-21313F-HRTimeline
Te Ahumairangi Investment Management Ltd11,057$185K0.03%-11,60013F-HRTimeline
Walkner Condon Financial Advisors LLC10,397$174K0.03%new13F-HRTimeline
D'Orazio & Associates, Inc.10,324$173K0.02%-14713F-HRTimeline
Cresset Asset Management, LLC10,079$172K<0.01%new13F-HR/ATimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,177$170K<0.01%-1,53913F-HRTimeline
Brooklyn Investment Group11,121$169K0.02%-14413F-HR/ATimeline
Beacon Pointe Advisors, LLC10,096$169K<0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC10,000$167K0.02%013F-HRTimeline
GeoWealth Management, LLC9,342$156K0.01%+32513F-HRTimeline
Bruce G. Allen Investments, LLC8,943$150K0.11%+4713F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC6,300$105K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,624$94.1K<0.01%+3,63013F-HRTimelineGroup
Parkside Financial Bank & Trust5,241$87.7K0.01%+7413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,695$78.6K<0.01%new13F-HRTimelineGroup
Allworth Financial LP3,875$64.9K<0.01%+1,12213F-HRTimeline
Rosenberg Matthew Hamilton3,827$64.1K0.01%013F-HRTimeline
Aquatic Capital Management LLC3,655$61.2K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.3,631$60.8K0.04%+5413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,541$59.3K<0.01%-15513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,395$57.8K<0.01%-3,97513F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,189$53.4K<0.01%+6613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,786$46.6K<0.01%+80713F-HRTimelineGroup
LANARK FINANCIAL, INC.2,774$46.4K<0.01%+82313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,769$46K<0.01%+93213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,744$45.9K<0.01%-5613F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,544$42.6K<0.01%-16013F-HRTimeline
Perritt Capital Management Inc2,500$41.9K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,411$40.4K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,311$38.7K0.01%+1,56013F-HRTimeline
Steward Partners Investment Advisory, L…2,298$38.5K<0.01%-41913F-HRTimeline
Salomon & Ludwin, LLC2,035$33.7K<0.01%+1,95513F-HRTimeline
MAI Capital Management1,943$32.5K<0.01%-9,37013F-HRTimeline
Caitong International Asset Management …1,919$32.1K0.02%+1,32913F-HRTimeline
JPL Wealth Management, LLC1,899$31.8K0.01%new13F-HRTimeline
Addison Advisors LLC1,876$31.4K0.01%013F-HRTimeline
Rise Advisors, LLC1,866$31.2K0.01%+2513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,706$28.6K0.02%+1,70613F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,687$28.2K<0.01%+27813F-HRTimeline
True Wealth Design, LLC1,584$26.5K0.01%new13F-HRTimeline
IFP Advisors, Inc1,520$25.4K<0.01%-1,32013F-HR/ATimeline
ORG Partners LLC1,505$25.2K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.1,457$24.4K<0.01%-6913F-HRTimeline
Cape Investment Advisory, Inc.1,380$23.1K0.02%-1,47813F-HRTimeline
PRIVATE TRUST CO NA1,328$22.2K<0.01%-88013F-HRTimeline
Aventura Private Wealth, LLC1,193$20K0.01%013F-HRTimeline
Park Square Financial Group, LLC1,031$17.3K0.07%-1,35013F-HRTimeline
GW&K Investment Management, LLC980$16K<0.01%013F-HRTimeline
Advisory Services Network, LLC943$15.8K<0.01%new13F-HRTimeline
Root Financial Partners, LLC938$15.7K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC909$15.2K<0.01%-3313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC848$14.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.846$14.2K<0.01%013F-HRTimeline
Binnacle Investments Inc807$13.5K0.01%+35113F-HRTimeline
HHM Wealth Advisors, LLC806$13.5K<0.01%013F-HRTimeline
Sound Income Strategies, LLC794$12.7K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.750$12.6K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC728$11.9K<0.01%013F-HRTimeline
Essential Partners LLC705$11.8K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC663$11.1K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT644$10.8K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.618$10.3K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management564$9.44K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC561$9.39K<0.01%+9013F-HRTimeline
REDMONT WEALTH ADVISORS LLC540$9.04K0.01%013F-HRTimeline
Financial Connections Group, Inc.561$9K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC533$8.92K<0.01%013F-HRTimeline
WPG Advisers, LLC515$8.62K0.01%+5813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…503$8.43K<0.01%+213F-HRTimeline
Pinnacle Bancorp, Inc.499$8.35K<0.01%013F-HRTimeline
Rossby Financial, LCC474$7.76K<0.01%+8613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.394$6.6K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc384$6.43K<0.01%013F-HRTimeline
Larson Financial Group LLC382$6.39K<0.01%+10613F-HRTimeline
Cornerstone Planning Group LLC49$6.02K<0.01%-81713F-HRTimeline
Principia Wealth Advisory, LLC342$5.72K<0.01%+21513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO328$5.49K<0.01%+8913F-HRTimelineGroup
Center for Financial Planning, Inc.323$5.41K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…277$4.64K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/271$4.54K<0.01%-204,80013F-HRTimelineGroup
Physician Wealth Advisors, Inc.260$4.35K<0.01%013F-HRTimeline
Clean Yield Group250$4.18K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV245$4.1K<0.01%+8013F-HRTimeline
CITY HOLDING CO244$4.08K<0.01%new13F-HRTimeline
WealthCollab, LLC226$3.78K<0.01%013F-HRTimeline
Manchester Capital Management LLC214$3.58K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC206$3.45K<0.01%013F-HRTimeline
MOTCO187$3.13K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC223$3K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC164$2.75K<0.01%+5713F-HRTimeline
LRI Investments, LLC164$2.75K<0.01%013F-HRTimeline
HighMark Wealth Management LLC160$2.68K<0.01%new13F-HRTimeline
Crewe Advisors LLC159$2.66K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC132$2.21K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.129$2.16K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC125$2.09K<0.01%013F-HRTimeline
CX Institutional142$2K<0.01%013F-HRTimeline
Hemington Wealth Management125$2K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.119$1.99K<0.01%013F-HRTimeline
CVA Family Office, LLC115$1.93K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC105$1.76K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC99$1.66K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC95$1.59K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC94$1.57K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC91$1.52K<0.01%new13F-HRTimelineGroup
COUNTRY TRUST BANK87$1.46K<0.01%013F-HRTimeline
American Capital Advisory, LLC86$1.44K<0.01%new13F-HRTimeline
CENTRAL TRUST Co73$1.22K<0.01%new13F-HRTimeline
Caitlin John, LLC59$988<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC58$971<0.01%013F-HRTimeline
Abound Wealth Management45$754<0.01%013F-HRTimeline
Palisade Asset Management, LLC39$653<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …38$636<0.01%13F-HRTimelineGroup
AdvisorNet Financial, Inc33$552<0.01%013F-HRTimeline
Bogart Wealth, LLC32$536<0.01%013F-HRTimeline
Creekmur Asset Management LLC23$382<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.11$177<0.01%new13F-HRTimeline
Twin Tree Management, LP3$50<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1$16<0.01%013F-HRTimeline