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Disclosery

SMFG SUMITOMO MITSUI FIN GRP INC

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SPONSORED ADR (ADR), issuer CIK 1022837

420 managers (424 13F filers) reported a position in SMFG shares at 2025-12-31, 115,848,912 shares in all. 56 filers opened a position and 38 filers sold out during the quarter.

Managers
420
13F filers
424
New
56
Added
192
Reduced
92
Sold out
38
Shares held by filers
115,848,912

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Traveka Wealth, LLC26,113$505K0.21%+37313F-HRTimeline
Valeo Financial Advisors, LLC24,918$482K0.01%+3,27913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC24,417$472K0.09%+3,13713F-HRTimeline
Five Oceans Advisors24,405$472K0.17%013F-HRTimeline
Farther Finance Advisors, LLC24,316$470K0.01%+9,56613F-HRTimeline
SEEDS INVESTOR LLC23,809$460K0.09%-1,21013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC23,721$459K<0.01%+6,10213F-HRTimelineGroup
Net Worth Advisory Group23,141$447K0.09%+1,03813F-HRTimeline
Qube Research & Technologies Ltd22,963$444K<0.01%-628,90413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC25,662$441K<0.01%+14113F-HRTimelineGroup
Blue Trust, Inc.21,753$420K<0.01%-2,02413F-HRTimeline
EWA, LLC21,709$420K0.1%+23313F-HRTimeline
Basecamp Wealth Advisors LLC21,689$419K0.09%13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.20,978$406K<0.01%+3,14113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC20,913$404K<0.01%+27913F-HRTimeline
Private Advisor Group, LLC20,903$404K<0.01%+58213F-HRTimeline
Channing Global Advisors, LLC20,874$403K0.26%+4,33513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC20,788$402K<0.01%-1,064,60013F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC19,890$384K0.02%13F-HRTimeline
Generali Investments CEE, investicni sp…19,800$383K0.03%013F-HRTimeline
TRUST POINT INC.19,633$380K0.03%+2,81913F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC19,259$372K<0.01%-19,29013F-HRTimelineGroup
Kathmere Capital Management, LLC19,207$371K0.03%+19613F-HRTimeline
Arax Advisory Partners18,789$363K0.01%-3,68913F-HRTimeline
Sage Mountain Advisors LLC18,780$363K0.02%013F-HRTimeline
Beverly Hills Private Wealth, LLC18,680$361K0.06%+39113F-HR/ATimeline
PERSONAL CFO SOLUTIONS, LLC18,554$359K0.06%+1,23613F-HRTimeline
Optas, LLC18,339$354K0.06%+2,38613F-HRTimeline
Dynasty Wealth Management, LLC18,012$348K<0.01%+3,88213F-HRTimeline
Wedmont Private Capital17,043$339K0.01%+78913F-HRTimeline
Sowell Financial Services LLC17,436$337K0.01%+2,65313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,414$337K<0.01%+2,41613F-HRTimeline
Aprio Wealth Management, LLC17,322$335K0.02%+80513F-HRTimeline
Keel Point, LLC17,112$331K0.02%-2713F-HRTimeline
Fund Advisors of America Inc/FL16,598$321K0.29%13F-HRTimeline
HighPoint Advisor Group LLC16,131$312K0.01%-64013F-HRTimeline
UMB Bank, n.a.16,052$310K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TWO SIGMA ADVISERS, LPin group TWO SIGMA INVESTMENTS, LP15,700$303K<0.01%new13F-HRTimelineGroup
Greenspring Advisors, LLC15,685$303K0.02%new13F-HRTimeline
Modern Wealth Management, LLC15,560$301K0.01%+54413F-HRTimeline
Sanctuary Advisors, LLC15,514$300K<0.01%+1,55513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,922$288K<0.01%+74913F-HRTimelineGroup
NATURAL INVESTMENTS, LLC14,861$287K0.07%+21313F-HRTimeline
Burns Matteson Capital Management, LLC14,800$286K0.11%+1,39813F-HRTimeline
Csenge Advisory Group14,799$286K0.01%-16613F-HRTimeline
BSW Wealth Partners14,528$281K0.03%-81613F-HRTimeline
Brucke Financial, Inc.14,441$279K0.15%+84213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,369$278K<0.01%new13F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC14,219$275K0.02%-33713F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC14,185$274K0.01%+1,09513F-HRTimelineGroup
Voleon Capital Management LP14,096$272K0.01%new13F-HRTimeline
GeoWealth Management, LLC14,079$272K0.01%+4,73713F-HRTimeline
Choate Investment Advisors14,062$272K0.01%013F-HRTimeline
Coastal Bridge Advisors, LLC14,007$271K0.02%-29313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,974$270K0.01%new13F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP13,954$270K<0.01%013F-HRTimelineGroup
Frec Markets, Inc.in group Frec Markets, Inc.13,950$270K0.08%13F-HRTimelineGroup
Sterling Capital Management LLC13,879$268K<0.01%+1,86413F-HRTimeline
ACORN CREEK CAPITAL LLC13,872$268K0.1%+14813F-HRTimeline
Cromwell Holdings LLC13,841$268K0.15%013F-HRTimeline
ANCHYRA PARTNERS LLC13,709$265K0.08%13F-HRTimeline
World Investment Advisors13,636$264K<0.01%new13F-HR/ATimeline
Canopy Partners, LLC13,627$263K0.09%+25913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13,235$256K0.02%+1,19813F-HRTimelineGroup
Intergy Private Wealth, LLC12,800$247K0.07%+65713F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…12,699$245K0.02%013F-HRTimelineGroup
EP Wealth Advisors, LLC12,689$245K<0.01%13F-HRTimeline
Wealthspire Advisors, LLC12,671$245K<0.01%+12,00813F-HRTimeline
Clarius Group, LLC12,484$241K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…12,371$239K<0.01%new13F-HRTimeline
Independent Advisor Alliance12,312$238K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,201$236K<0.01%-2,54313F-HRTimelineGroup
Syverson Strege & Co12,024$232K0.06%-80513F-HRTimeline
Walkner Condon Financial Advisors LLC11,677$226K0.03%+1,28013F-HRTimeline
Stokes Family Office, LLC11,478$222K0.02%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…11,358$220K<0.01%-4,06513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,351$219K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC11,125$215K<0.01%-15,79313F-HRTimeline
Werba Rubin Papier Wealth Management11,050$214K0.06%-1,62013F-HRTimeline
71 West Capital Partners10,832$209K0.01%13F-HRTimeline
Scientech Research LLC10,638$206K0.13%new13F-HRTimeline
Beacon Pointe Advisors, LLC10,465$202K<0.01%+36913F-HRTimeline
55 North Private Wealth, LLC10,402$201K0.05%13F-HRTimeline
GC Wealth Management RIA, LLC10,363$200K0.01%-4,11413F-HRTimeline
D'Orazio & Associates, Inc.10,340$200K0.03%+1613F-HRTimeline
RIVERSEDGE ADVISORS, LLC10,259$198K0.03%new13F-HRTimeline
Onyx Bridge Wealth Group LLC10,000$193K0.02%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,677$187K<0.01%-6,19613F-HRTimelineGroup
Bruce G. Allen Investments, LLC8,965$173K0.12%+2213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,884$172K<0.01%+6,14013F-HRTimelineGroup
SG Americas Securities, LLC7,286$141K<0.01%new13F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC6,300$122K0.03%013F-HRTimeline
V-Square Quantitative Management LLC5,634$109K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust4,974$96.1K0.01%-26713F-HRTimeline
Allworth Financial LP4,747$91.8K<0.01%+87213F-HRTimeline
Te Ahumairangi Investment Management Ltd4,216$81.5K0.01%-6,84113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.4,042$78.1K0.03%+41113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,859$75K<0.01%+1,09013F-HRTimelineGroup
Rosenberg Matthew Hamilton3,827$74K0.02%013F-HRTimeline
Manchester Capital Management LLC3,752$72.5K0.01%+3,53813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,682$71.2K<0.01%+28713F-HRTimelineGroup
LANARK FINANCIAL, INC.3,597$69.5K0.01%+82313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,505$67.8K<0.01%-2,11913F-HRTimelineGroup
Cape Investment Advisory, Inc.3,120$60.3K0.02%+1,74013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,067$59.3K<0.01%-12213F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,926$56.6K<0.01%+62813F-HRTimeline
Caitong International Asset Management …2,824$54.6K0.01%+90513F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,601$50.3K<0.01%+2,27313F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,555$49.4K<0.01%+1113F-HRTimeline
JFS WEALTH ADVISORS, LLC2,409$46.6K<0.01%-213F-HRTimeline
MAI Capital Management2,223$43K<0.01%+28013F-HRTimeline
Salomon & Ludwin, LLC2,019$40.1K<0.01%-1613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,706$39K0.03%013F-HRTimeline
Addison Advisors LLC1,876$36.3K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,789$34.6K<0.01%-99713F-HR/ATimelineGroup
PRIVATE TRUST CO NA1,786$34.5K<0.01%+45813F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,733$33.5K<0.01%+4613F-HRTimeline
Cornerstone Planning Group LLC1,592$33.4K0.01%+1,54313F-HRTimeline
Wellington Grp LLC1,597$30.9K0.01%13F-HR/ATimeline
True Wealth Design, LLC1,551$30K0.01%-3313F-HRTimeline
Sound Income Strategies, LLC1,404$29.9K<0.01%+61013F-HRTimeline
BAYBAN1,532$29.6K0.03%13F-HRTimeline
IFP Advisors, Inc1,520$29.4K<0.01%013F-HRTimeline
ORG Partners LLC1,505$29.1K0.01%013F-HRTimeline
Financial Management Professionals, Inc.1,457$28.2K<0.01%013F-HRTimeline
PFS Partners, LLC1,395$27K0.01%new13F-HRTimeline
SageView Advisory Group, LLC1,302$25.2K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC1,629$23.6K0.14%+59813F-HRTimeline
Root Financial Partners, LLC1,210$23.4K<0.01%+27213F-HRTimeline
Aventura Private Wealth, LLC1,193$23.1K0.01%013F-HRTimeline
Signature Equity Partners, LLC1,129$21.8K0.01%13F-HRTimeline
Essential Partners LLC1,049$20.3K0.01%+34413F-HRTimeline
GW&K Investment Management, LLC980$19K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.921$17.8K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC920$17.8K<0.01%+1113F-HRTimeline
Larson Financial Group LLC902$17.4K<0.01%+52013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC882$17K<0.01%new13F-HR/ATimelineGroup
HIGHLINE WEALTH PARTNERS LLC848$16.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.846$16.4K<0.01%013F-HRTimeline
Basepoint Wealth LLC818$15.8K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC806$15.6K<0.01%013F-HRTimeline
Elyxium Wealth, LLC793$15.3K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC728$15.3K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.750$14.5K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.741$14.3K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…707$13.7K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT644$12.4K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC625$12.1K<0.01%13F-HRTimeline
WPG Advisers, LLC619$12K0.01%+10413F-HRTimeline
Strategic Wealth Partners, Ltd.618$11.9K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC540$10.4K0.02%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC538$10.4K<0.01%-1,77313F-HRTimeline
Cherry Tree Wealth Management, LLC533$10.3K<0.01%013F-HRTimeline
Financial Connections Group, Inc.561$10K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…504$9.76K<0.01%+113F-HRTimeline
Rossby Financial, LCC503$9.72K<0.01%+2913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC501$9.68K<0.01%-6013F-HRTimeline
Pinnacle Bancorp, Inc.499$9.65K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC495$9.57K<0.01%-3,04613F-HRTimeline
SHP Wealth Management415$8.03K<0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management415$8.03K<0.01%-14913F-HRTimelineGroup
Bell Investment Advisors, Inc384$7.42K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC341$6.59K<0.01%-113F-HRTimeline
MANNING & NAPIER ADVISORS LLC336$6.51K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.335$6.48K<0.01%+7513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC324$6.26K<0.01%new13F-HRTimelineGroup
Center for Financial Planning, Inc.323$6.24K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV311$6.01K<0.01%+6613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC292$5.64K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…277$5.35K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/271$5.23K<0.01%013F-HRTimelineGroup
Clean Yield Group250$4.83K<0.01%013F-HRTimeline
CITY HOLDING CO244$4.71K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.241$4.66K<0.01%new13F-HRTimeline
Ninepoint Partners LP236$4.56K<0.01%new13F-HRTimeline
WealthCollab, LLC226$4.37K<0.01%013F-HRTimeline
Independence Bank of Kentucky225$4.35K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.202$3.9K<0.01%-19213F-HRTimelineGroup
NFSG Corp196$3.79K<0.01%new13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC174$3.35K<0.01%new13F-HRTimelineGroup
IMA Advisory Services, Inc.167$3.23K<0.01%new13F-HRTimeline
Triumph Capital Management167$3.23K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC164$3.17K<0.01%013F-HRTimeline
LRI Investments, LLC164$3.17K<0.01%013F-HRTimeline
Crewe Advisors LLC159$3.07K<0.01%013F-HRTimeline
CX Institutional142$3K<0.01%013F-HRTimeline
Nemes Rush Group LLC151$2.92K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.129$2.49K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC126$2.44K<0.01%-613F-HRTimeline
Elevated Capital Advisors, LLC125$2.42K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC125$2.42K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.119$2.3K<0.01%013F-HRTimeline
CVA Family Office, LLC115$2.22K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC105$2.03K<0.01%013F-HRTimeline
Smithfield Trust Co112$2K<0.01%new13F-HRTimeline
Kilter Group LLC94$1.82K<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC94$1.82K<0.01%013F-HRTimeline
JNBA Financial Advisors92$1.78K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC91$1.76K<0.01%013F-HRTimelineGroup
COUNTRY TRUST BANK87$1.68K<0.01%013F-HRTimeline