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Disclosery

SMFG SUMITOMO MITSUI FIN GRP INC

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SPONSORED ADR (ADR), issuer CIK 1022837

357 managers (360 13F filers) reported a position in SMFG shares at 2025-03-31, 117,336,152 shares in all. 43 filers opened a position and 30 filers sold out during the quarter.

Managers
357
13F filers
360
New
43
Added
156
Reduced
103
Sold out
30
Shares held by filers
117,336,152

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY35,085,766$542M0.04%+11,387,94313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,271,361$174M0.03%+53,61213F-HR/ATimelineGroup
FMR LLCin group FMR LLC9,640,689$149M0.01%+1,257,39613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.6,961,402$108M<0.01%-3,53313F-HRTimelineGroup
Clark Capital Management Group, Inc.6,496,260$100M0.72%+111,95213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,188,817$80.2M0.01%+159,32013F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,885,911$44.6M0.01%-13,66313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,990,008$30.8M0.01%-90,79713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,942,098$30M+107,628Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,840,609$28.5M<0.01%+64,22513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,642,470$25.4M0.04%+31,80013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,605,115$24.8M0.02%+89,79213F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,439,197$22.2M0.04%+538,82313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,189,540$18.4M<0.01%+174,33413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.918,290$14.2M<0.01%-95,64613F-HRTimelineGroup
UBS Group AGin group UBS Group AG896,921$13.9M<0.01%+230,78713F-HRTimelineGroup
Quantinno Capital Management LP723,429$11.2M0.07%+159,96513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp670,686$10.4M<0.01%-75,16313F-HRTimelineGroup
ANDERSON HOAGLAND & CO831,857$10.2M1.21%-8,24313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …665,949$10M0.02%+89,46413F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC631,695$9.77M0.08%+37,33713F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co579,277$8.96M<0.01%+96,49413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA578,480$8.94M<0.01%-2,62213F-HR/ATimelineGroup
Fisher Asset Management, LLC571,750$8.84M<0.01%+387,92113F-HRTimeline
Creative Planningin group Creative Planning571,547$8.84M0.01%+94,31913F-HRTimelineGroup
CIBC WORLD MARKET INC.557,713$8.62M0.02%-2,62713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.518,573$8.02M0.08%+86,15813F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding507,155$7.84M+295,435Timeline
Crossmark Global Holdings, Inc.498,602$7.71M0.14%+20413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC473,454$7.32M0.03%-3,57013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC468,210$7.24M0.01%+148,48013F-HRTimelineGroup
LPL Financial LLC445,354$6.89M<0.01%+120,36213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP426,982$6.6M0.01%-15,08513F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp421,483$6.47M0.01%+73,29913F-HRTimelineGroup
Ramirez Asset Management, Inc.409,398$6.33M1.32%-39,61613F-HRTimeline
Mariner, LLCin group Mariner, LLC398,093$6.16M0.01%-6,96313F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC242,300$6.15M0.04%013F-HRTimeline
Ethic Inc.392,673$5.92M0.12%-22,93913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\361,646$5.59M0.01%+62,17013F-HRTimelineGroup
Benson Investment Management Company, I…355,750$5.5M2.39%-54,52513F-HRTimeline
Qube Research & Technologies Ltd339,892$5.25M0.01%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC311,000$4.81M0.2%-25,00013F-HRTimeline
Moran Wealth Management, LLC301,575$4.66M0.16%-57,16113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP290,117$4.49M<0.01%-19,34113F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC284,762$4.4M0.16%+213,46913F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…282,363$4.37M<0.01%+143,68313F-HRTimelineGroup
Capital Wealth Planning, LLC271,808$4.2M0.04%+118,33613F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC259,864$4.02M1.17%+5,16813F-HRTimeline
Cetera Investment Advisers255,579$3.95M0.01%+34,25713F-HRTimeline
HighTower Advisors, LLC254,340$3.93M0.01%-3,61913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV246,591$3.81M0.01%+61,17313F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC245,342$3.79M0.06%+20,38613F-HRTimelineGroup
SIGNATUREFD, LLC223,348$3.45M0.07%+2,18413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP222,120$3.43M0.06%013F-HRTimelineGroup
Gilman Hill Asset Management, LLC222,094$3.43M0.6%+13,50013F-HRTimeline
Allianz SEin group Allianz SE220,000$3.4M0.09%new13F-HRTimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC202,146$3.13M0.01%-23,04913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC196,320$3.03M<0.01%+88413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC194,976$3.01M0.04%+4,88213F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO187,977$2.91M<0.01%+24,54813F-HR/ATimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.184,730$2.86M0.01%+3,13913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…177,553$2.74M<0.01%-85113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC177,249$2.74M<0.01%+36,52213F-HRTimelineGroup
GREENLEAF TRUST170,448$2.64M0.02%-125,08313F-HRTimeline
&PARTNERS159,955$2.57M0.03%+23,71113F-HRTimeline
Dorsey Wright & Associates159,362$2.46M0.63%-18,88313F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.159,010$2.46M0.22%+6,36413F-HRTimelineGroup
Caprock Group, LLC154,903$2.39M0.07%+24,13313F-HRTimeline
Naviter Wealth, LLC145,120$2.29M0.28%+2,30413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …146,335$2.26M0.33%-95,76613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC142,384$2.2M<0.01%new13F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT137,918$2.13M0.06%-17,92513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC130,236$2.01M0.15%-5,82713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC128,638$1.99M0.01%+44,53613F-HRTimeline
RHUMBLINE ADVISERS125,355$1.94M<0.01%-43,54613F-HR/ATimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO121,560$1.88M0.08%-5,48013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC119,633$1.85M<0.01%+10,21413F-HRTimelineGroup
CIBC Asset Management Inc118,260$1.78M0.01%-38,96513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC111,138$1.72M0.03%+19,92713F-HRTimelineGroup
Compound Planning, Inc.109,707$1.7M0.08%+37,64113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/106,161$1.64M<0.01%+3,07013F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments104,297$1.61M0.12%+65,64113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources102,488$1.58M<0.01%-389,78013F-HRTimelineGroup
Pekin Hardy Strauss, Inc.102,350$1.58M0.19%+3,25013F-HRTimeline
Orion Porfolio Solutions, LLC100,495$1.55M0.02%-39013F-HRTimeline
Orion Portfolio Solutions, LLC100,495$1.55M0.02%-39013F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP92,567$1.43M<0.01%+2,38613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC96,176$1.39M0.03%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC88,493$1.37M0.01%+3,37313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…87,352$1.35M<0.01%+22,53513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…87,274$1.35M0.01%+54113F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC85,910$1.33M0.01%+3,42513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding88,560$1.27M+11,184Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC81,164$1.25M<0.01%-363,73813F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…78,788$1.22M<0.01%+31,78613F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC75,465$1.17M0.07%-79213F-HRTimeline
Verition Fund Management LLC75,308$1.16M0.01%+58,57013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC73,895$1.14M0.01%-27,19513F-HRTimeline
Redhawk Wealth Advisors, Inc.71,389$1.1M0.15%+27,75613F-HRTimeline
Ballentine Partners, LLC69,412$1.07M0.02%+7,82913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC69,343$1.07M<0.01%+17,01013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC67,824$1.05M0.04%-1,31913F-HRTimeline
Advisors Asset Management, Inc.67,234$1.04M0.02%+2,69913F-HR/ATimeline
1832 Asset Management L.P.64,785$1M<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC64,181$992K0.09%+2,66213F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,968$896K<0.01%-174,29513F-HRTimelineGroup
Pacer Advisors, Inc.57,884$895K<0.01%+1,66813F-HRTimeline
Investors Research Corp57,654$891K0.19%-11,22513F-HRTimeline
Ellevest, Inc.56,609$875K0.06%-5,75913F-HRTimeline
Aaron Wealth Advisors LLC56,435$872K0.1%+2,29813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC56,346$871K0.01%-18,20013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP56,298$870K0.02%+2,75713F-HRTimeline
AdvisorShares Investments LLC57,247$863K0.17%+16,85013F-HRTimeline
Parallel Advisors, LLC55,234$854K0.02%+1213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…52,161$806K<0.01%-6,27913F-HRTimelineGroup
CHOREO, LLC51,441$795K0.01%-4,56513F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC51,128$790K0.14%+1,97113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp49,938$772K<0.01%-1,25813F-HRTimelineGroup
Checchi Capital Advisers, LLC49,631$767K0.05%+3,72613F-HRTimeline
Atria Investments, Inc47,544$735K0.01%+8,22713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS46,880$725K<0.01%+27,41713F-HRTimeline
Smartleaf Asset Management LLC45,943$724K0.07%+3,63413F-HRTimeline
Callan Capital, LLC46,429$718K0.05%013F-HRTimeline
PDS Planning, Inc45,999$711K0.06%+2,75813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC45,598$705K<0.01%+5,41613F-HRTimelineGroup
IEQ CAPITAL, LLC44,402$686K0.01%+2,81513F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC43,928$679K0.01%+8,87013F-HRTimelineGroup
V-Square Quantitative Management LLC39,799$615K0.09%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA39,704$614K<0.01%-2,57813F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC39,574$610K<0.01%+30,50613F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC38,627$597K<0.01%013F-HRTimelineGroup
Prospera Financial Services Inc38,626$597K0.01%new13F-HRTimeline
PITCAIRN COin group PITCAIRN CO37,563$581K0.04%+3,43013F-HRTimelineGroup
Covenant Partners, LLC37,262$576K0.19%013F-HRTimeline
Cordatus Wealth Management LLC36,863$570K0.16%new13F-HRTimeline
RNC CAPITAL MANAGEMENT LLC36,808$569K0.03%+58813F-HRTimeline
Summit Financial, LLC36,800$569K0.02%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.35,990$556K0.01%013F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC35,909$555K<0.01%new13F-HR/ATimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC35,828$554K<0.01%-58,50113F-HRTimelineGroup
SAGE RHINO CAPITAL LLC35,759$553K0.13%-66313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC34,818$538K0.01%+34113F-HRTimelineGroup
Te Ahumairangi Investment Management Ltd34,657$536K0.11%-5,00013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC34,074$526K<0.01%-4,82713F-HRTimelineGroup
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…33,715$521K<0.01%+32913F-HRTimelineGroup
Versant Capital Management, Inc32,827$508K0.09%+30,74113F-HRTimeline
MATHER GROUP, LLC.32,709$506K0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.32,499$502K<0.01%+6,00513F-HRTimeline
Integrated Wealth Concepts LLC32,386$501K0.01%-73013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.32,243$498K0.07%+80913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.31,321$484K0.06%+34213F-HRTimeline
Cable Hill Partners, LLC33,694$478K0.05%-45113F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.30,854$477K0.18%-25,25413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC30,588$473K<0.01%+11,84713F-HRTimelineGroup
Calydon Capital29,134$450K0.08%013F-HRTimeline
Gladstone Institutional Advisory LLC28,939$447K0.02%new13F-HRTimeline
Gallacher Capital Management LLC28,877$446K0.22%-10313F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP28,602$443K<0.01%+4013F-HRTimeline
SHELTON CAPITAL MANAGEMENT28,173$436K0.01%-88713F-HRTimeline
Traveka Wealth, LLC27,912$432K0.24%+31413F-HRTimeline
GAMMA Investing LLC27,743$429K0.03%+4,58813F-HR/ATimeline
BAILARD, INC.27,404$424K0.01%+1,70113F-HRTimeline
World Investment Advisors26,968$417K0.01%+12,79913F-HRTimeline
LOUISBOURG INVESTMENTS INC.26,652$412K0.11%013F-HRTimeline
Schechter Investment Advisors, LLC26,563$411K0.03%-8,54013F-HRTimeline
SEEDS INVESTOR LLC25,928$401K0.11%+62913F-HRTimeline
Five Oceans Advisors25,407$393K0.19%013F-HRTimeline
UMB Bank, n.a.25,280$391K0.01%-2,61213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vanguard Capital Wealth Advisors25,047$387K0.47%+3,82213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SYON CAPITAL LLC24,969$386K0.03%+7,50913F-HRTimeline
BLAIR WILLIAM & CO/IL24,467$378K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,060$372K<0.01%-30113F-HRTimelineGroup
Net Worth Advisory Group23,521$364K0.11%-1,22613F-HRTimeline
Sivia Capital Partners, LLC22,522$348K0.16%+1,92713F-HRTimeline
Prime Capital Investment Advisors, LLC22,429$347K<0.01%+1,69113F-HRTimeline
Bridgewater Advisors Inc.24,076$345K0.03%-10413F-HRTimeline
PZENA INVESTMENT MANAGEMENT LLC22,134$342K<0.01%+2,51513F-HRTimeline
Csenge Advisory Group25,173$341K0.02%+90313F-HRTimeline
Private Advisor Group, LLC21,561$333K<0.01%-4,96913F-HRTimeline
EWA, LLC21,455$332K0.12%-6413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,426$331K<0.01%+61113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC21,061$326K0.08%-53413F-HRTimeline
First Affirmative Financial Network20,951$324K0.2%-5413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,884$323K0.01%+58813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC20,731$321K0.01%+5,99013F-HRTimeline
Aprio Wealth Management, LLC20,697$320K0.04%+6,44113F-HRTimeline
Valeo Financial Advisors, LLC20,099$311K0.01%+4,14013F-HRTimeline
Lindbrook Capital, LLC20,072$310K0.03%+72913F-HRTimeline
Sage Mountain Advisors LLC19,804$306K0.02%-513F-HRTimeline
Generali Investments CEE, investicni sp…19,800$306K0.03%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…19,784$306K<0.01%-23213F-HRTimelineGroup
BSW Wealth Partners19,652$304K0.05%+83713F-HRTimeline
SIMON QUICK ADVISORS, LLC19,332$299K0.02%+8,10413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,038$294K<0.01%+46813F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.18,997$294K0.01%+68613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC18,853$291K<0.01%-92213F-HR/ATimelineGroup
Modern Wealth Management, LLC18,732$290K0.01%new13F-HR/ATimeline
HB Wealth Management, LLC18,329$283K<0.01%+5,88513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,253$282K<0.01%+4,79913F-HR/ATimelineGroup
Bleakley Financial Group, LLC18,192$281K0.01%+90913F-HRTimeline