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Disclosery

SMFG SUMITOMO MITSUI FIN GRP INC

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SPONSORED ADR (ADR), issuer CIK 1022837

369 managers (373 13F filers) reported a position in SMFG shares at 2025-06-30, 119,239,820 shares in all. 50 filers opened a position and 34 filers sold out during the quarter.

Managers
369
13F filers
373
New
50
Added
150
Reduced
118
Sold out
34
Shares held by filers
119,239,820

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY31,256,899$472M0.03%-3,828,86713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,672,402$161M0.03%-598,95913F-HRTimelineGroup
FMR LLCin group FMR LLC9,684,069$146M0.01%+43,38013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.6,867,650$104M<0.01%-93,75213F-HRTimelineGroup
Clark Capital Management Group, Inc.6,517,672$98.5M0.68%+21,41213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,595,165$84.5M0.01%+406,34813F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,877,011$43.5M0.01%-8,90013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,314,024$35M+371,926Timeline
RENAISSANCE TECHNOLOGIES LLC2,070,773$31.3M0.04%+428,30313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,017,709$30.5M0.01%+27,70113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,921,712$29M<0.01%+81,10313F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,742,585$26.3M0.01%+137,47013F-HRTimelineGroup
Fisher Asset Management, LLC1,357,193$20.5M0.01%+785,44313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,200,502$18.1M0.03%-238,69513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,190,566$18M<0.01%+1,02613F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC976,618$14.8M0.01%+940,79013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.964,866$14.6M<0.01%+46,57613F-HRTimelineGroup
Quantinno Capital Management LP918,216$13.9M0.06%+194,78713F-HRTimeline
ANDERSON HOAGLAND & CO788,850$11.9M1.14%-43,00713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …649,227$9.8M0.02%-16,72213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp638,408$9.65M<0.01%-32,27813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co631,310$9.54M<0.01%+52,03313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA623,557$9.42M<0.01%+45,07713F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC600,355$9.07M0.06%-31,34013F-HRTimeline
Capital Wealth Planning, LLC597,575$9.03M0.07%+325,76713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.548,474$8.46M0.02%+490,50613F-HR/ATimelineGroup
CIBC WORLD MARKET INC.554,918$8.38M0.02%-2,79513F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP541,882$8.19M0.03%new13F-HRTimeline
Crossmark Global Holdings, Inc.532,443$8.05M0.13%+33,84113F-HRTimeline
LPL Financial LLC529,444$8M<0.01%+84,09013F-HRTimeline
Ramirez Asset Management, Inc.505,871$7.64M1.16%+96,47313F-HRTimeline
Massar Capital Management, LP500,000$7.55M5.67%new13F-HR/ATimeline
Creative Planningin group Creative Planning495,765$7.49M0.01%-75,78213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC472,246$7.14M0.03%-1,20813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP471,176$7.12M0.01%+44,19413F-HRTimelineGroup
UBS Group AGin group UBS Group AG463,502$7M<0.01%-433,41913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC458,927$6.93M0.01%-9,28313F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL436,288$6.59M0.05%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.424,036$6.41M0.06%-94,53713F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp418,390$6.32M0.01%-3,09313F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC380,533$5.75M0.01%-17,56013F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…379,185$5.73M<0.01%+96,82213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\370,368$5.6M0.01%+8,72213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC368,987$5.58M<0.01%+191,73813F-HRTimelineGroup
Ethic Inc.357,897$5.44M0.1%-34,77613F-HRTimeline
Qube Research & Technologies Ltd317,513$4.8M0.01%-22,37913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC311,000$4.7M0.19%013F-HRTimeline
Moran Wealth Management, LLC310,086$4.69M0.15%+8,51113F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding306,972$4.64M-200,183Timeline
CAUSEWAY CAPITAL MANAGEMENT LLC301,796$4.56M0.07%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO293,729$4.44M0.01%+105,75213F-HRTimelineGroup
Cetera Investment Advisers282,078$4.26M0.01%+26,49913F-HRTimeline
QUADRANT CAPITAL GROUP LLC277,252$4.19M0.15%-7,51013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.269,294$4.07M<0.01%new13F-HRTimelineGroup
AUGUSTINE ASSET MANAGEMENT INC265,547$4.01M1.07%+5,68313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP263,930$3.99M<0.01%-26,18713F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.254,666$3.85M0.01%new13F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.253,494$3.83M0.01%+68,76413F-HRTimelineGroup
&PARTNERS252,955$3.8M0.03%+93,00013F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC251,199$3.8M0.04%+5,85713F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC242,112$3.66M0.12%+111,87613F-HRTimelineGroup
HighTower Advisors, LLC237,619$3.59M<0.01%-16,72113F-HRTimeline
Gilman Hill Asset Management, LLC226,274$3.42M0.56%+4,18013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC221,149$3.34M0.03%+26,17313F-HRTimelineGroup
Allianz SEin group Allianz SE220,000$3.32M0.08%013F-HRTimelineGroup
SIGNATUREFD, LLC215,418$3.25M0.06%-7,93013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV212,842$3.22M0.01%-33,74913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP209,587$3.17M0.05%-12,53313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/205,071$3.1M<0.01%+204,80013F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC201,936$3.05M<0.01%+5,61613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…182,905$2.76M<0.01%+5,35213F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC170,397$2.57M0.03%+59,25913F-HRTimelineGroup
GREENLEAF TRUST170,092$2.57M0.02%-35613F-HRTimeline
Myriad Asset Management US LPin group Myriad Asset Management Advis…169,492$2.56M1.7%new13F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.166,010$2.51M0.2%+7,00013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC165,142$2.5M0.01%+36,50413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC163,866$2.48M<0.01%+44,23313F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…157,509$2.38M0.11%13F-HRTimeline
Naviter Wealth, LLC151,031$2.28M0.28%+5,91113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …149,210$2.25M0.31%+2,87513F-HRTimeline
Vise Technologies, Inc.146,090$2.21M0.09%13F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC131,226$1.98M0.01%-70,92013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT127,335$1.92M0.04%-10,58313F-HRTimeline
RHUMBLINE ADVISERS120,889$1.83M<0.01%-4,46613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources116,965$1.77M<0.01%+14,47713F-HRTimelineGroup
CIBC Asset Management Inc119,643$1.76M0.01%+1,38313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding106,223$1.73M+17,663Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/110,197$1.67M<0.01%+4,03613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC108,501$1.64M0.03%+12,32513F-HRTimelineGroup
Orion Porfolio Solutions, LLC101,046$1.53M0.01%+55113F-HR/ATimeline
Campbell & CO Investment Adviser LLC100,790$1.52M0.1%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…99,889$1.51M<0.01%+12,53713F-HRTimelineGroup
Dorsey Wright & Associates97,309$1.47M0.35%-62,05313F-HRTimeline
Cubist Systematic Strategies, LLC96,208$1.45M0.02%new13F-HRTimeline
Pekin Hardy Strauss, Inc.93,850$1.42M0.16%-8,50013F-HRTimeline
SELDON CAPITAL LP92,885$1.4M0.61%new13F-HRTimeline
Sequoia Financial Advisors, LLC90,895$1.37M0.01%+2,40213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP90,627$1.37M<0.01%-1,94013F-HR/ATimelineGroup
Quantbot Technologies LP85,009$1.28M0.03%new13F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding83,724$1.27MnewTimeline
EVERGREEN CAPITAL MANAGEMENT LLC83,255$1.26M0.04%+15,43113F-HRTimeline
Advisors Asset Management, Inc.82,101$1.24M0.02%+14,86713F-HR/ATimeline
Verition Fund Management LLC80,482$1.22M0.01%+5,17413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…80,185$1.21M0.01%-7,08913F-HRTimelineGroup
Compound Planning, Inc.77,521$1.17M0.04%-32,18613F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO76,000$1.15M0.04%-45,56013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC75,449$1.14M0.01%+1,55413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC73,962$1.12M<0.01%+4,61913F-HR/ATimelineGroup
Ballentine Partners, LLC70,886$1.07M0.02%+1,47413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd69,842$1.06M0.04%new13F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC69,780$1.05M0.06%-5,68513F-HRTimeline
AdvisorShares Investments LLC67,819$1.02M0.18%+10,57213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC65,854$995K0.08%+1,67313F-HR/ATimeline
1832 Asset Management L.P.63,295$956K<0.01%-1,49013F-HRTimeline
IEQ CAPITAL, LLC62,636$946K0.01%+18,23413F-HRTimeline
Aaron Wealth Advisors LLC61,405$928K0.09%+4,97013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…61,153$924K<0.01%+8,99213F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC58,805$889K<0.01%+28,21713F-HRTimelineGroup
Calydon Capital58,268$880K0.09%+29,13413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP58,132$878K0.02%+1,83413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp57,867$875K<0.01%+7,92913F-HRTimelineGroup
Glenmede Investment Management, LP56,949$860K<0.01%13F-HRTimeline
Investors Research Corp56,554$855K0.17%-1,10013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC56,346$851K0.01%013F-HRTimeline
Parallel Advisors, LLC55,008$831K0.02%-22613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC53,257$813K0.01%+32,37313F-HRTimeline
CHOREO, LLC53,815$813K0.01%+2,37413F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC53,223$804K0.14%+2,09513F-HRTimeline
Atria Investments, Inc53,017$801K0.01%+5,47313F-HRTimeline
Schonfeld Strategic Advisors LLC48,675$735K0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.47,606$719K<0.01%+15,10713F-HRTimeline
PDS Planning, Inc47,050$711K0.05%+1,05113F-HRTimeline
Checchi Capital Advisers, LLC46,310$700K0.05%-3,32113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.46,140$697K0.01%+10,15013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
CAPTRUST FINANCIAL ADVISORS45,034$680K<0.01%-1,84613F-HRTimeline
Smartleaf Asset Management LLC44,278$673K0.06%-1,66513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC43,326$655K0.01%+8,50813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC43,117$651K<0.01%-2,48113F-HRTimelineGroup
Ellevest, Inc.42,356$640K0.1%-14,25313F-HRTimeline
Summit Financial, LLC42,143$637K0.01%+5,34313F-HRTimeline
RNC CAPITAL MANAGEMENT LLC41,763$631K0.03%+4,95513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC41,206$623K<0.01%+26,85113F-HRTimelineGroup
BAROMETER CAPITAL MANAGEMENT INC.39,554$598K0.17%+8,70013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC38,549$581K<0.01%-1,02513F-HRTimelineGroup
Prospera Financial Services Inc37,303$564K0.01%-1,32313F-HRTimeline
Covenant Partners, LLC37,262$563K0.17%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC36,940$558K<0.01%-1,68713F-HR/ATimelineGroup
ICONIQ Capital, LLCin group ICONIQ Capital, LLC36,510$552K0.01%-7,41813F-HRTimelineGroup
Cordatus Wealth Management LLC36,016$544K0.13%-84713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.35,578$538K0.07%+3,33513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth35,488$536K<0.01%+17,23513F-HRTimelineGroup
SAGE RHINO CAPITAL LLC35,383$535K0.11%-37613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC34,528$521K<0.01%+45413F-HRTimelineGroup
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…33,290$503K<0.01%-42513F-HRTimelineGroup
MATHER GROUP, LLC.32,709$494K0.01%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments32,487$491K0.03%-71,81013F-HRTimelineGroup
Sivia Capital Partners, LLC32,398$490K0.17%+9,87613F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…32,122$485K0.02%+24,38413F-HRTimelineGroup
Integrated Wealth Concepts LLC31,350$474K<0.01%-1,03613F-HRTimeline
Versant Capital Management, Inc30,563$462K0.07%-2,26413F-HRTimeline
PITCAIRN COin group PITCAIRN CO30,412$460K0.03%-7,15113F-HR/ATimelineGroup
Gallacher Capital Management LLC29,310$443K0.2%+43313F-HRTimeline
Global Retirement Partners, LLC29,254$442K0.01%13F-HRTimeline
GAMMA Investing LLC29,182$441K0.03%+1,43913F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP28,574$432K<0.01%-2813F-HRTimeline
BAILARD, INC.28,246$427K0.01%+84213F-HRTimeline
SHELTON CAPITAL MANAGEMENT27,994$423K0.01%-17913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,824$420K<0.01%-53,34013F-HRTimelineGroup
HB Wealth Management, LLC27,452$415K<0.01%+9,12313F-HRTimeline
LOUISBOURG INVESTMENTS INC.26,652$403K0.09%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC25,735$389K0.02%new13F-HRTimelineGroup
Traveka Wealth, LLC25,667$388K0.21%-2,24513F-HRTimeline
Csenge Advisory Group25,120$387K0.02%-5313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.25,151$380K0.05%-6,17013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC25,123$380K0.01%+4,39213F-HRTimeline
Bridgewater Advisors Inc.24,221$373K0.03%+14513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,242$370K<0.01%+2,81613F-HRTimeline
Five Oceans Advisors24,405$369K0.16%-1,00213F-HRTimeline
Dakota Wealth Management24,243$366K0.01%+9,60513F-HRTimeline
SEEDS INVESTOR LLC24,092$364K0.09%-1,83613F-HRTimeline
PZENA INVESTMENT MANAGEMENT LLC24,052$363K<0.01%+1,91813F-HRTimeline
Blue Trust, Inc.24,020$363K<0.01%+6,58613F-HRTimeline
West Family Investments, Inc.24,011$363K0.09%+8,68113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,726$358K<0.01%-33413F-HRTimelineGroup
Net Worth Advisory Group23,002$348K0.08%-51913F-HRTimeline
Merit Financial Group, LLC22,938$347K<0.01%+9,24313F-HRTimeline
SYON CAPITAL LLC22,768$344K0.02%-2,20113F-HRTimeline
Te Ahumairangi Investment Management Ltd22,657$342K0.06%-12,00013F-HRTimeline
Haven Private, LLC22,581$341K0.15%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…22,465$339K<0.01%+2,68113F-HRTimelineGroup
Gladstone Institutional Advisory LLC22,045$333K0.01%-6,89413F-HRTimeline
TWO SIGMA SECURITIES, LLC21,475$324K0.04%new13F-HRTimeline
FLOW TRADERS U.S. LLC21,321$322K0.01%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC20,960$322K0.07%-10113F-HRTimeline
EWA, LLC21,302$322K0.1%-15313F-HRTimeline
Prime Capital Investment Advisors, LLC20,626$312K<0.01%-1,80313F-HRTimeline
Valeo Financial Advisors, LLC20,582$311K0.01%+48313F-HR/ATimeline
First Affirmative Financial Network20,564$311K0.16%-38713F-HRTimeline
Generali Investments CEE, investicni sp…19,800$299K0.02%013F-HRTimeline
Private Advisor Group, LLC19,664$297K<0.01%-1,89713F-HRTimeline