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Disclosery

SMFG SUMITOMO MITSUI FIN GRP INC

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SPONSORED ADR (ADR), issuer CIK 1022837

442 managers (446 13F filers) reported a position in SMFG shares at 2026-03-31, 123,810,875 shares in all. 58 filers opened a position and 35 filers sold out during the quarter.

Managers
442
13F filers
446
New
58
Added
205
Reduced
107
Sold out
35
Shares held by filers
123,810,875

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Burns Matteson Capital Management, LLC27,018$534K0.21%+12,21813F-HRTimeline
Traveka Wealth, LLC26,726$528K0.2%+61313F-HRTimeline
Entropy Technologies, LP26,573$525K0.02%new13F-HRTimeline
Dynamic Technology Lab Private Ltd26,363$521K0.08%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT26,157$517K0.01%-1,89613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,037$494K<0.01%+15,36013F-HRTimelineGroup
Voleon Capital Management LP24,991$494K0.01%+10,89513F-HRTimeline
Integrated Wealth Concepts LLC24,772$489K<0.01%+13,64713F-HRTimeline
Kathmere Capital Management, LLC24,704$488K0.03%+5,49713F-HRTimeline
SEEDS INVESTOR LLC22,817$485K0.07%-99213F-HRTimeline
Five Oceans Advisors24,405$482K0.17%013F-HRTimeline
Bleakley Financial Group, LLC24,309$480K0.01%-1,88313F-HRTimeline
TRUST POINT INC.24,109$476K0.04%+4,47613F-HRTimeline
Net Worth Advisory Group22,843$451K0.09%-29813F-HRTimeline
Private Advisor Group, LLC22,435$443K<0.01%+1,53213F-HRTimeline
Sanctuary Advisors, LLC21,997$434K<0.01%+6,48313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC21,775$430K0.09%-2,64213F-HRTimeline
EWA, LLC21,728$429K0.1%+1913F-HRTimeline
Basecamp Wealth Advisors LLC21,689$428K0.09%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC21,662$428K0.02%+1,77213F-HRTimeline
Quantbot Technologies LP21,420$423K0.02%new13F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.20,515$405K0.07%+6,56513F-HRTimelineGroup
First Affirmative Financial Network20,279$401K0.16%13F-HR/ATimeline
Generali Investments CEE, investicni sp…19,800$391K0.02%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC19,777$391K0.05%+1,22313F-HRTimeline
Prime Capital Investment Advisors, LLC19,672$389K<0.01%-1,24113F-HRTimeline
J.Safra Asset Management Corp19,466$384K0.02%new13F-HRTimeline
Aprio Wealth Management, LLC19,394$383K0.02%+2,07213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,378$383K<0.01%+5,00913F-HRTimelineGroup
GeoWealth Management, LLC19,264$380K0.01%+5,18513F-HRTimeline
EP Wealth Advisors, LLC18,947$374K<0.01%+6,25813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC18,858$372K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC18,848$372K<0.01%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP18,735$370K<0.01%-57,41713F-HRTimelineGroup
Optas, LLC18,566$367K0.06%+22713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,372$363K<0.01%+95813F-HRTimeline
West Family Investments, Inc.18,274$361K0.13%-13,00513F-HRTimeline
Schonfeld Strategic Advisors LLC18,214$360K<0.01%new13F-HRTimeline
New Republic Capital, LLC17,981$355K0.12%-10,69813F-HRTimeline
Sowell Financial Services LLC17,873$353K0.01%+43713F-HRTimeline
Valeo Financial Advisors, LLC17,870$353K0.01%-7,04813F-HRTimeline
BRIGHTON JONES LLC17,657$349K0.01%new13F-HR/ATimeline
Dynasty Wealth Management, LLC17,478$345K<0.01%-53413F-HRTimeline
Beverly Hills Private Wealth, LLC17,177$339K0.06%-1,50313F-HRTimeline
Storgate, LLC17,177$339K0.27%new13F-HRTimeline
Greenspring Advisors, LLC17,127$338K0.02%+1,44213F-HRTimeline
Sterling Capital Management LLC17,115$338K0.01%+3,23613F-HRTimeline
Modern Wealth Management, LLC16,042$332K0.01%+48213F-HRTimeline
Blue Trust, Inc.16,682$329K<0.01%-5,07113F-HRTimeline
Channing Global Advisors, LLC16,663$329K0.19%-4,21113F-HRTimeline
Cresset Asset Management, LLC16,633$329K<0.01%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,500$326K0.01%+5,14213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC16,244$321K<0.01%-14,79813F-HRTimeline
UMB Bank, n.a.15,925$315K<0.01%-12713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wedmont Private Capital14,222$307K0.01%-2,82113F-HRTimeline
GC Wealth Management RIA, LLC15,409$304K0.01%+5,04613F-HRTimeline
Independent Advisor Alliance14,935$295K<0.01%+2,62313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…14,848$293K0.02%+1,61313F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC14,660$290K0.02%+44113F-HRTimeline
Choate Investment Advisors14,642$289K0.01%+58013F-HRTimeline
ANCHYRA PARTNERS LLC14,329$283K0.09%+62013F-HRTimeline
Walkner Condon Financial Advisors LLC14,282$282K0.04%+2,60513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,187$280K0.01%+213F-HRTimelineGroup
BSW Wealth Partners14,175$280K0.03%-35313F-HRTimeline
ACORN CREEK CAPITAL LLC14,026$277K0.1%+15413F-HRTimeline
Csenge Advisory Group14,016$277K0.01%-78313F-HRTimeline
STATE STREET CORPin group STATE STREET CORP13,954$276K<0.01%013F-HRTimelineGroup
Athena Wealth Management, LLC13,908$275K0.22%new13F-HRTimeline
Cromwell Holdings LLC13,841$273K0.15%013F-HRTimeline
Canopy Partners, LLC13,657$270K0.09%+3013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,645$269K<0.01%+1,44413F-HRTimelineGroup
World Investment Advisors13,509$267K<0.01%-12713F-HRTimeline
NATURAL INVESTMENTS, LLC13,499$266K0.07%-1,36213F-HRTimeline
Mattson Financial Services, LLC13,444$266K0.06%new13F-HRTimeline
Bridgefront Capital, LLC12,981$256K0.06%new13F-HRTimeline
Fund Advisors of America Inc/FL12,894$255K0.26%-3,70413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,704$251K0.01%-1,27013F-HRTimelineGroup
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…12,699$251K0.02%013F-HRTimelineGroup
SG Americas Securities, LLC12,659$250K<0.01%+5,37313F-HRTimeline
Brown Financial Advisors12,634$250K0.09%new13F-HRTimeline
Intergy Private Wealth, LLC12,633$250K0.07%-16713F-HRTimeline
EntryPoint Capital, LLC12,525$247K0.07%new13F-HRTimeline
71 West Capital Partners12,411$245K0.01%+1,57913F-HRTimeline
55 North Private Wealth, LLC12,269$242K0.06%+1,86713F-HRTimeline
Cambridge Investment Research Advisors,…12,166$240K<0.01%-20513F-HRTimeline
Syverson Strege & Co12,024$237K0.06%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.12,019$237K<0.01%13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP12,000$237K<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,769$232K<0.01%-3,15313F-HRTimelineGroup
Brucke Financial, Inc.11,547$228K0.12%-2,89413F-HRTimeline
Coastal Bridge Advisors, LLC11,407$225K0.02%-2,60013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,365$224K0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.11,280$223K0.03%-15,73413F-HRTimeline
Werba Rubin Papier Wealth Management10,950$216K0.03%-10013F-HRTimeline
Tranquilli Financial Advisor LLC10,898$215K0.13%new13F-HRTimeline
RIVERSEDGE ADVISORS, LLC10,489$207K0.03%+23013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC10,406$206K0.01%new13F-HRTimelineGroup
D'Orazio & Associates, Inc.10,340$204K0.03%013F-HRTimeline
Keel Point, LLC10,260$203K0.01%-6,85213F-HRTimeline
XXI WEALTH, LLC10,109$200K0.11%new13F-HRTimeline
Arax Advisory Partners9,472$193K0.01%-9,31713F-HRTimeline
MAI Capital Management9,171$181K<0.01%+6,94813F-HRTimeline
Bruce G. Allen Investments, LLC8,449$167K0.11%-51613F-HRTimeline
V-Square Quantitative Management LLC7,699$152K0.02%+2,06513F-HRTimeline
Allworth Financial LP7,692$152K<0.01%+2,94513F-HRTimeline
Caitong International Asset Management …6,977$138K0.03%+4,15313F-HRTimeline
Ares Financial Consulting, LLC5,767$119K0.09%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,750$114K<0.01%+3,14913F-HRTimelineGroup
Parkside Financial Bank & Trust5,033$99.4K0.01%+5913F-HRTimeline
HARBOUR INVESTMENTS, INC.4,966$98.1K<0.01%+4,12013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4,276$84.5K0.02%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,243$83.8K<0.01%+73813F-HRTimelineGroup
Te Ahumairangi Investment Management Ltd4,216$83.3K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,036$79.7K<0.01%-93,86013F-HRTimelineGroup
Owl Creek Wealth Partners LLC4,033$79.7K0.03%13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.3,838$75.8K0.05%-20413F-HRTimeline
Rosenberg Matthew Hamilton3,827$75.6K0.02%013F-HRTimeline
Manchester Capital Management LLC3,752$74.1K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,397$67.1K<0.01%+47113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,144$62K<0.01%-71513F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,083$60.9K<0.01%+1613F-HRTimelineGroup
LANARK FINANCIAL, INC.2,737$54.1K<0.01%-86013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,445$48.3K<0.01%+1,95013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,409$47.6K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,336$46.1K<0.01%-21913F-HRTimeline
True Wealth Design, LLC2,275$44.9K0.01%+72413F-HRTimeline
Advisory Services Network, LLC2,136$42.2K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC2,011$41.1K<0.01%-813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,071$40.9K<0.01%+28213F-HRTimelineGroup
Cornerstone Planning Group LLC1,887$40K0.01%+29513F-HRTimeline
Berbice Capital Management LLC2,000$39.5K0.03%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,945$38.4K<0.01%+21213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,921$37.9K+1,644Timeline
Addison Advisors LLC1,876$37.1K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,706$34K0.02%013F-HRTimeline
Destiny Wealth Partners, LLC1,679$33.2K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,626$32.1K<0.01%+10613F-HRTimeline
Larson Financial Group LLC1,603$31.7K<0.01%+70113F-HRTimeline
BAYBAN1,532$30.3K0.03%013F-HRTimeline
Sound Income Strategies, LLC1,404$29.1K<0.01%013F-HRTimeline
GW&K Investment Management, LLC1,415$28K<0.01%+43513F-HRTimeline
JPL Wealth Management, LLC1,352$26.7K0.01%new13F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,324$26.1K<0.01%+1,26913F-HRTimelineGroup
Financial Management Professionals, Inc.1,227$24.2K<0.01%-23013F-HRTimeline
Root Financial Partners, LLC1,214$24K<0.01%+413F-HRTimeline
Aventura Private Wealth, LLC1,193$23.6K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,185$23.4K<0.01%+86113F-HRTimelineGroup
Signature Equity Partners, LLC1,164$23K0.01%+3513F-HRTimeline
PRIVATE TRUST CO NA1,106$21.8K<0.01%-68013F-HRTimeline
Wellington Grp LLC1,104$21.8K0.01%-49313F-HRTimeline
Whipplewood Advisors, LLC1,078$21.3K0.01%new13F-HRTimeline
Essential Partners LLC1,049$20.7K0.01%013F-HRTimeline
NewEdge Advisors, LLC960$19K<0.01%+4013F-HR/ATimeline
OAKWORTH CAPITAL, INC.921$18.2K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC868$17.1K<0.01%+2013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC882$17K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC787$16.3K<0.01%+28413F-HRTimeline
Basepoint Wealth LLC818$16.2K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC806$15.9K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.752$14.9K<0.01%+1113F-HRTimeline
Steigerwald, Gordon & Koch Inc.750$14.8K<0.01%013F-HRTimeline
Cheviot Value Management, LLC728$14.4K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…707$14K<0.01%013F-HRTimeline
PFS Partners, LLC648$12.8K0.01%-74713F-HRTimeline
ALBION FINANCIAL GROUP /UT644$12.7K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.618$12.2K<0.01%+49913F-HRTimeline
Strategic Wealth Partners, Ltd.618$12.2K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC616$12.2K<0.01%-913F-HRTimeline
SHP Wealth Management598$11.8K<0.01%+18313F-HRTimeline
WPG Advisers, LLC586$11.6K0.01%-3313F-HRTimeline
Financial Connections Group, Inc.561$11K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC533$10.5K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC501$9.89K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.499$9.86K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC498$9.84K0.01%13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC488$9.64K<0.01%+19613F-HRTimeline
Principia Wealth Advisory, LLC476$9.4K0.01%+13513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC446$8.81K<0.01%new13F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…398$7.86K<0.01%-10613F-HRTimeline
NFSG Corp393$7.76K<0.01%+19713F-HRTimeline
Bell Investment Advisors, Inc384$7.58K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management377$7.45K<0.01%-3813F-HRTimelineGroup
Park Square Financial Group, LLC377$7.45K0.06%-1,25213F-HRTimeline
Triumph Capital Management357$7.05K<0.01%+19013F-HRTimeline
Bare Financial Services, Inc343$6.77K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.337$6.66K<0.01%+213F-HRTimeline
FINANCIAL CONSULATE, INC327$6.46K<0.01%+25113F-HRTimeline
MANNING & NAPIER ADVISORS LLC337$6.41K<0.01%+113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC317$6.26K<0.01%-22113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV311$6.14K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/288$5.68K<0.01%+1713F-HRTimelineGroup
First Command Advisory Services, Inc.271$5.35K<0.01%+14213F-HRTimeline
Retirement Wealth Solutions LLC255$5.04K<0.01%+12913F-HRTimeline
Burk Holdings LLC255$5.04K<0.01%new13F-HRTimeline
Clean Yield Group250$4.94K<0.01%013F-HRTimeline
CITY HOLDING CO244$4.82K<0.01%013F-HRTimeline
WealthCollab, LLC226$4.46K<0.01%013F-HRTimeline
Independence Bank of Kentucky225$4.44K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.202$3.99K<0.01%013F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC185$3.65K<0.01%+1113F-HRTimelineGroup