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Disclosery

SMFG SUMITOMO MITSUI FIN GRP INC

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SPONSORED ADR (ADR), issuer CIK 1022837

347 managers (349 13F filers) reported a position in SMFG shares at 2024-12-31, 102,368,710 shares in all. 34 filers opened a position and 28 filers sold out during the quarter.

Managers
347
13F filers
349
New
34
Added
149
Reduced
100
Sold out
28
Shares held by filers
102,368,710

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY23,697,823$343M0.02%+7,381,60313F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,217,749$163M0.03%-7,40513F-HRTimelineGroup
FMR LLCin group FMR LLC8,383,293$121M0.01%+1,189,45313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.6,964,935$101M<0.01%+55,12213F-HRTimelineGroup
Clark Capital Management Group, Inc.6,384,308$92.5M0.65%+1,355,28713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,029,497$72.9M0.01%+2,224,91313F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,899,574$42M0.01%+33,78313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,080,805$30.2M0.01%-1,199,95413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,834,470$26.6M+78,964Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,776,384$25.7M<0.01%+129,68413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,610,670$23.3M0.03%-23,90013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,515,323$22M0.01%+70,77413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,015,206$14.7M<0.01%-354,74413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,013,936$14.7M<0.01%-341,66613F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers900,374$13M0.02%+313,64213F-HRTimelineGroup
ANDERSON HOAGLAND & CO840,100$12.3M1.27%-10,78513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp745,849$10.8M<0.01%+434,72813F-HRTimelineGroup
UBS Group AGin group UBS Group AG666,134$9.65M<0.01%+135,34813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC594,358$8.61M0.07%-12,79013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA581,102$8.42M<0.01%-12,37613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …576,485$8.3M0.01%+249,54313F-HRTimelineGroup
Quantinno Capital Management LP563,464$8.16M0.08%+17,29113F-HRTimeline
CIBC WORLD MARKET INC.560,340$8.12M0.02%-85313F-HRTimeline
Crossmark Global Holdings, Inc.498,398$7.22M0.13%+4,42113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources492,268$7.13M<0.01%-4,89713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co482,783$7M<0.01%+76,86213F-HRTimelineGroup
Creative Planningin group Creative Planning477,228$6.92M0.01%+100,73813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC477,024$6.91M0.03%+8,71713F-HRTimelineGroup
Ramirez Asset Management, Inc.449,014$6.51M1.31%+14,00413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC444,902$6.45M0.01%+144,90113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP442,067$6.41M0.01%+39413F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.432,415$6.27M0.06%+7,73513F-HRTimeline
Ethic Inc.415,612$6.02M0.12%+46,64013F-HRTimeline
Benson Investment Management Company, I…410,275$5.94M2.47%+2013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …409,579$5.93M<0.01%-1,341,60313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC405,056$5.87M0.01%+8,38913F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC242,300$5.8M0.04%new13F-HRTimeline
Moran Wealth Management, LLC358,736$5.2M0.17%+25,50313F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp348,184$5.05M0.01%+199,61613F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC336,000$4.87M0.2%013F-HRTimeline
LPL Financial LLC324,992$4.71M<0.01%+235,93413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP309,458$4.48M<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC319,730$4.46M0.01%-33,31313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\299,476$4.34M0.01%+7,64113F-HRTimelineGroup
LEUTHOLD GROUP, LLC298,514$4.33M0.52%-10,81513F-HRTimeline
GREENLEAF TRUST295,531$4.28M0.04%+7413F-HRTimeline
HighTower Advisors, LLC257,959$3.74M0.01%+11,36313F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC254,696$3.69M0.97%-1,84913F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …242,101$3.51M0.5%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.232,263$3.37M0.01%+38,90313F-HR/ATimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC225,195$3.26M0.01%-16,23413F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC224,956$3.26M0.05%-3,41013F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP222,120$3.22M0.05%+28,99713F-HR/ATimelineGroup
Cetera Investment Advisers221,322$3.21M0.01%+60,78813F-HRTimeline
SIGNATUREFD, LLC221,164$3.2M0.06%+7,81113F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC211,720$3.07M0.01%013F-HRTimelineGroup
Gilman Hill Asset Management, LLC208,594$3.02M0.53%+1,22313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC195,436$2.83M<0.01%-5,43713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC190,094$2.75M0.03%+50,79713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV185,418$2.69M0.01%-10,34013F-HRTimeline
Fisher Asset Management, LLC183,829$2.66M<0.01%-4,71113F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.181,591$2.63M0.01%-8,88613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…178,404$2.59M<0.01%-3,30713F-HRTimelineGroup
Dorsey Wright & Associates178,245$2.58M0.62%-51,31313F-HRTimeline
RHUMBLINE ADVISERS168,901$2.45M<0.01%-1,96213F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO163,429$2.37M<0.01%-9,85213F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…161,470$2.34M0.11%-15,50213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT155,843$2.26M0.07%-11,55013F-HRTimeline
CIBC Asset Management Inc157,225$2.23M0.01%-328,11713F-HRTimeline
Capital Wealth Planning, LLC153,472$2.22M0.02%+40,13113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.152,646$2.2M0.2%-15,13013F-HRTimelineGroup
Naviter Wealth, LLC142,816$2.07M0.25%+4,67113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC140,727$2.04M<0.01%+12,73513F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…138,680$2.01M<0.01%new13F-HRTimelineGroup
&PARTNERS136,244$1.98M0.02%+62,94513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC136,063$1.97M0.13%new13F-HRTimelineGroup
Caprock Group, LLC130,770$1.89M0.06%+1,92713F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO127,040$1.84M0.07%013F-HRTimeline
Vise Technologies, Inc.120,024$1.74M0.14%+50,65013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC109,419$1.59M<0.01%13F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/103,091$1.49M<0.01%-3,73913F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC101,090$1.46M0.02%013F-HRTimeline
Orion Porfolio Solutions, LLC100,885$1.46M0.01%+11,95213F-HRTimeline
Orion Portfolio Solutions, LLC100,885$1.46M0.01%+11,95213F-HRTimeline
Pekin Hardy Strauss, Inc.99,100$1.44M0.18%-1,50013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC96,176$1.39M0.03%+16,31613F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC94,329$1.37M<0.01%+77,50713F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC91,211$1.32M0.02%-5,34213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP90,181$1.31M<0.01%-2,03913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…86,733$1.26M0.01%+1,00013F-HRTimelineGroup
Sequoia Financial Advisors, LLC85,120$1.23M0.01%+2,06913F-HR/ATimeline
MML INVESTORS SERVICES, LLC84,102$1.22M<0.01%+16,03013F-HRTimeline
TOWNSQUARE CAPITAL LLC82,485$1.2M0.01%+3,53113F-HRTimeline
Dorsey & Whitney Trust CO LLC76,257$1.1M0.06%+27613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding77,376$1.09M+9,750Timeline
JOHNSON INVESTMENT COUNSEL INC74,546$1.08M0.01%013F-HRTimeline
Compound Planning, Inc.72,066$1.04M0.05%+8,92013F-HRTimeline
QUADRANT CAPITAL GROUP LLC71,293$1.03M0.07%-1,20413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC69,143$1M0.03%+12,61513F-HRTimeline
Investors Research Corp68,879$998K0.22%-67513F-HRTimeline
Aquatic Capital Management LLC65,744$953K0.03%-4,25613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…64,817$939K<0.01%-16,97713F-HRTimelineGroup
Advisors Asset Management, Inc.64,535$935K0.02%+5,67813F-HR/ATimeline
Ellevest, Inc.62,368$904K0.05%+5,62513F-HRTimeline
Ballentine Partners, LLC61,583$892K0.02%+5,97213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC61,519$891K0.07%-19,09313F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…58,440$842K<0.01%+2,47713F-HRTimelineGroup
CHOREO, LLC56,006$815K0.01%+2,53913F-HRTimeline
Pacer Advisors, Inc.56,216$815K<0.01%+15613F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC55,655$806K0.04%+1,47213F-HRTimeline
Parallel Advisors, LLC55,222$800K0.02%-1,12513F-HRTimeline
Aaron Wealth Advisors LLC54,137$784K0.09%+4,47013F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.56,108$782K0.31%+27,05413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP53,541$776K0.02%-10,76013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC52,333$758K<0.01%+10,47913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp51,196$742K<0.01%+1,40913F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC49,157$712K0.12%+18,41513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,002$681K<0.01%+4,74513F-HRTimelineGroup
Callan Capital, LLC46,429$673K0.05%-4,60213F-HRTimeline
Checchi Capital Advisers, LLC45,905$665K0.05%+1,79913F-HRTimeline
Redhawk Wealth Advisors, Inc.43,633$632K0.09%+10,09613F-HRTimeline
PDS Planning, Inc43,241$627K0.06%-87113F-HRTimeline
Smartleaf Asset Management LLC42,309$616K0.06%+19,22413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA42,282$613K<0.01%-74813F-HRTimelineGroup
IEQ CAPITAL, LLC41,587$603K0.01%+3,66513F-HRTimeline
AdvisorShares Investments LLC40,397$585K0.11%-5,94013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC40,182$582K<0.01%+5,97413F-HRTimelineGroup
Te Ahumairangi Investment Management Ltd39,657$575K0.12%-47,29413F-HRTimeline
V-Square Quantitative Management LLC39,799$574K0.08%+9,22413F-HRTimeline
Atria Investments, Inc39,317$570K0.01%-12,75513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC38,901$563K<0.01%-86613F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments38,656$560K0.04%new13F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC38,627$560K<0.01%-4,13713F-HRTimelineGroup
Covenant Partners, LLC37,262$540K0.17%013F-HRTimeline
SAGE RHINO CAPITAL LLC36,422$528K0.12%-70513F-HRTimeline
RNC CAPITAL MANAGEMENT LLC36,220$525K0.03%-99513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.35,990$521K0.01%-3,43013F-HRTimelineGroup
Schechter Investment Advisors, LLC35,103$509K0.04%-26213F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC35,058$508K0.01%+19,55613F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC34,477$500K0.01%-13,39013F-HRTimelineGroup
Cable Hill Partners, LLC34,145$495K0.05%-34413F-HRTimeline
PITCAIRN COin group PITCAIRN CO34,133$495K0.03%+87613F-HRTimelineGroup
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…33,386$484K<0.01%-2,73613F-HRTimelineGroup
Integrated Wealth Concepts LLC33,116$480K0.01%+1,35413F-HRTimeline
MATHER GROUP, LLC.32,709$474K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,099$465K<0.01%+15,65513F-HRTimelineGroup
Sanctuary Advisors, LLC30,020$456K<0.01%+1,77213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.31,434$455K0.07%-8,26313F-HR/ATimeline
ATLAS CAPITAL ADVISORS INC.30,979$449K0.06%-48913F-HRTimeline
Calydon Capital29,134$422K0.08%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT29,060$421K0.01%+45313F-HRTimeline
Gallacher Capital Management LLC28,980$420K0.21%+48913F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP28,562$416K<0.01%+2513F-HRTimeline
UMB Bank, n.a.27,892$404K0.01%-13913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Traveka Wealth, LLC27,598$400K0.22%+8213F-HRTimeline
Jain Global LLC27,553$399K0.01%13F-HRTimeline
West Family Investments, Inc.26,905$390K0.14%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.26,652$386K0.1%013F-HRTimeline
Private Advisor Group, LLC26,530$384K<0.01%+2,25713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.26,494$384K<0.01%+6,18213F-HRTimeline
BAILARD, INC.25,703$372K0.01%new13F-HRTimeline
Five Oceans Advisors25,407$368K0.17%+2,52713F-HRTimeline
SEEDS INVESTOR LLC25,299$367K0.1%+2,91413F-HRTimeline
Taika Capital, LP24,915$361K0.28%new13F-HRTimeline
Net Worth Advisory Group24,747$359K0.11%-60413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,361$353K<0.01%-4,13613F-HRTimelineGroup
Csenge Advisory Group24,270$352K0.02%+4,68513F-HRTimeline
Bridgewater Advisors Inc.24,180$346K0.04%+31413F-HRTimeline
GAMMA Investing LLC23,155$336K0.03%+4,47913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC21,595$313K0.08%+57213F-HRTimeline
EWA, LLC21,519$312K0.12%+12913F-HRTimeline
Vanguard Capital Wealth Advisors21,225$308K0.34%-15,31613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Affirmative Financial Network21,005$304K0.18%-25913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,815$302K<0.01%-13013F-HR/ATimeline
Prime Capital Investment Advisors, LLC20,738$300K<0.01%-27813F-HRTimeline
Sivia Capital Partners, LLC20,595$298K0.15%-68913F-HRTimeline
SVB WEALTH LLC20,494$297K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,296$294K0.01%+5,37113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,016$290K<0.01%-42613F-HRTimelineGroup
Global Retirement Partners, LLC19,933$289K0.01%+11,16613F-HRTimeline
Sage Mountain Advisors LLC19,809$287K0.02%+1,48513F-HRTimeline
Generali Investments CEE, investicni sp…19,800$287K0.03%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,775$287K<0.01%+8,77813F-HRTimelineGroup
PZENA INVESTMENT MANAGEMENT LLC19,619$284K<0.01%+1,00413F-HRTimeline
Werba Rubin Papier Wealth Management19,546$283K0.07%-1,52013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,463$282K<0.01%-24,52513F-HRTimeline
Lindbrook Capital, LLC19,343$280K0.03%+94813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC19,090$277K<0.01%+3,74613F-HRTimelineGroup
BSW Wealth Partners18,815$273K0.04%+1,17013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC18,741$272K<0.01%+10,00313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC18,570$269K<0.01%+1,48013F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.18,311$265K<0.01%+1,29013F-HR/ATimelineGroup
Catalina Capital Group, LLC17,624$255K0.08%+1,35613F-HRTimeline
SYON CAPITAL LLC17,460$253K0.02%+6,20713F-HRTimeline
Bleakley Financial Group, LLC17,283$250K0.01%-18313F-HRTimeline
Verition Fund Management LLC16,738$243K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC16,542$240K<0.01%-41413F-HRTimelineGroup
MGO ONE SEVEN LLC16,471$239K0.01%+5,35213F-HRTimeline
Claro Advisors Inc.16,457$238K0.03%-31713F-HRTimeline
Cresset Asset Management, LLC16,454$238K<0.01%-165,49213F-HRTimeline