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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
MORGAN STANLEYin group MORGAN STANLEY21,541,139$416M0.02%+404,43513F-HR/ATimelineGroup
FMR LLCin group FMR LLC12,247,737$237M0.01%+1,475,35713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,003,838$213M0.03%+167,09013F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.7,157,740$138M<0.01%+44,33513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,099,005$118M0.02%+355,87713F-HRTimelineGroup
Clark Capital Management Group, Inc.4,105,864$79.4M0.49%-37,26013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,872,812$55.5M0.01%-13,22113F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,343,002$45.3M0.02%+306,29313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,151,904$41.6M0.01%+19,52013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,070,727$40M+63,371Timeline
RENAISSANCE TECHNOLOGIES LLC1,924,517$37.2M0.06%-359,55313F-HRTimeline
Fisher Asset Management, LLC1,646,997$31.8M0.01%+122,56213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,527,195$29.5M<0.01%+84,80113F-HRTimelineGroup
Quantinno Capital Management LP1,370,588$26.5M0.05%+243,30713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,318,753$25.5M0.03%+1,220,82113F-HRTimelineGroup
CAUSEWAY CAPITAL MANAGEMENT LLC1,177,274$22.8M0.31%+376,37113F-HRTimeline
Capital Wealth Planning, LLC1,083,145$21.1M0.14%+296,28013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,003,451$19.4M<0.01%-69,11613F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co886,131$17.1M<0.01%+115,70213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding752,545$14.5M+380,684Timeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…736,467$14.2M<0.01%+93,02413F-HRTimelineGroup
ANDERSON HOAGLAND & CO727,579$14.1M1.21%-5,47813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp711,130$13.7M<0.01%+24,59613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO711,065$13.7M<0.01%+173,62213F-HRTimelineGroup
Ramirez Asset Management, Inc.710,653$13.7M1.81%+24,38313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC692,443$13.4M0.07%+62,10713F-HRTimeline
Creative Planningin group Creative Planning662,822$12.8M0.01%+101,60413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC644,757$12.5M0.01%+124,23713F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …609,928$11.9M0.02%-16,87313F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers602,784$11.7M0.02%-100,34113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.600,909$11.6M0.01%-111,96913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC584,325$11.3M0.04%+46,49113F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.543,985$10.5M0.02%+119,70213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP532,736$10.3M0.01%+63,43213F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC529,486$10.2M0.04%-307,91013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp483,561$9.38M0.01%-34,45213F-HRTimelineGroup
Crossmark Global Holdings, Inc.462,908$8.95M0.13%-69,55713F-HRTimeline
CIBC WORLD MARKET INC.456,766$8.83M0.02%+2,07313F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP453,681$8.77M0.04%-5,78613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC429,101$8.29M0.01%-22,16413F-HRTimelineGroup
LPL Financial LLC426,347$8.24M<0.01%+57,88313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC425,691$8.23M0.01%+376,33113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO419,198$8.1M0.01%+55,89113F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.410,466$7.93M0.01%+306,16613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC409,755$7.92M0.01%+7,71013F-HRTimelineGroup
Ethic Inc.385,023$7.44M0.11%+8,05413F-HRTimeline
Moran Wealth Management, LLC379,568$7.34M0.22%+59,29613F-HRTimeline
&PARTNERS351,606$6.8M0.04%+55,19013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK341,835$6.61M0.01%-1,028,16513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC330,517$6.39M<0.01%+92,53213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\321,641$6.22M0.01%-62,15013F-HRTimelineGroup
Massar Capital Management, LP320,000$6.19M1.22%+120,00013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC299,000$5.78M0.21%-6,00013F-HRTimeline
QUADRANT CAPITAL GROUP LLC279,861$5.41M0.16%+51313F-HRTimeline
Cetera Investment Advisers278,186$5.38M0.01%+6,70013F-HRTimeline
HighTower Advisors, LLC274,358$5.3M0.01%+9,77513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.271,635$5.25M0.06%+6,26613F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC263,673$5.1M1.02%-1,39513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA260,698$5.04M<0.01%-506,17613F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC250,706$4.85M0.1%+34,69413F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…234,111$4.53M0.09%new13F-HRTimelineGroup
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC227,943$4.41M0.04%-16,18813F-HRTimelineGroup
SIGNATUREFD, LLC220,927$4.27M0.07%+3,32913F-HRTimeline
Allianz SEin group Allianz SE220,000$4.25M0.05%013F-HRTimelineGroup
Gilman Hill Asset Management, LLC215,131$4.16M0.66%-7,33313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP209,587$4.05M0.05%013F-HRTimelineGroup
Vise Technologies, Inc.208,707$4.03M0.08%+51,80613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC206,607$3.99M<0.01%-2,04313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…190,855$3.69M<0.01%-4,13613F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO188,992$3.65M0.04%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC188,070$3.64M0.03%-6,77613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV184,256$3.56M0.01%-69013F-HRTimeline
TUDOR INVESTMENT CORP ET AL172,858$3.34M0.02%-754,32113F-HRTimeline
GREENLEAF TRUST169,678$3.28M0.03%-41313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd168,140$3.25M0.09%+111,75413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC164,352$3.18M0.01%+32,83713F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC159,424$3.08M0.11%+8,77413F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…158,019$3.05M<0.01%+31,79013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC154,946$3M0.03%-1,00513F-HRTimelineGroup
Caprock Group, LLC153,875$2.97M0.06%+2,54313F-HRTimeline
CIBC Asset Management Inc153,883$2.91M0.01%+66,65113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC150,140$2.9M0.01%+48,56913F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …146,417$2.83M0.37%-3,71913F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding144,378$2.79M+124,488Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP140,320$2.71M<0.01%-12,95813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS133,525$2.58M<0.01%+85,22313F-HRTimeline
Naviter Wealth, LLC131,837$2.55M0.33%-24,71913F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA130,260$2.52M0.24%+37,87813F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT127,652$2.47M0.05%+1,45813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding116,095$2.41M+6,059Timeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC124,444$2.41M0.01%-6,64913F-HRTimeline
IEQ CAPITAL, LLC123,809$2.39M0.01%+12,64813F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.120,185$2.32M0.16%-64,73213F-HRTimelineGroup
XY Capital Ltd119,922$2.32M2.35%+50,41513F-HRTimeline
Advisors Asset Management, Inc.117,464$2.27M0.04%+20,10913F-HR/ATimeline
DV EQUITIES, LLC116,921$2.26M0.41%13F-HRTimeline
Pekin Hardy Strauss, Inc.113,975$2.2M0.2%+6,75013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC108,880$2.1M<0.01%+20,95113F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC108,832$2.1M0.03%+35,48213F-HRTimelineGroup
RHUMBLINE ADVISERS108,422$2.1M<0.01%+16,68913F-HRTimeline
Compound Planning, Inc.105,188$2.03M0.06%+15,37713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC103,040$1.99M0.04%-2,30913F-HRTimeline
Sequoia Financial Advisors, LLC99,231$1.92M0.01%+1,60113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC97,896$1.89M<0.01%+86,35613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP95,566$1.85M<0.01%+1,71613F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources94,202$1.82M<0.01%-4,69913F-HRTimelineGroup
Orion Porfolio Solutions, LLC92,572$1.79M0.01%-9,25313F-HRTimeline
Dorsey Wright & Associates92,159$1.78M0.39%+3,96913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC90,778$1.75M0.03%+20,23913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…86,244$1.67M0.01%+1,89813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth81,779$1.58M<0.01%+43,36513F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd81,297$1.57M0.04%-45,26813F-HRTimeline
OLD MISSION CAPITAL LLC76,552$1.48M0.06%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp76,332$1.48M<0.01%+8,72913F-HR/ATimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP76,152$1.47M<0.01%+53,66613F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC75,497$1.46M0.08%+6,19613F-HRTimeline
Aaron Wealth Advisors LLC74,381$1.44M0.08%+12,09813F-HRTimeline
Vestmark Advisory Solutions, Inc.71,009$1.37M0.02%+57,68013F-HRTimeline
CHOREO, LLC70,655$1.37M0.02%+10,55813F-HRTimeline
Ballentine Partners, LLC70,777$1.37M0.02%+1,44413F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO70,230$1.36M0.05%013F-HRTimeline
FLOW TRADERS U.S. LLC68,348$1.32M0.04%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…66,425$1.28M<0.01%+12,22113F-HR/ATimelineGroup
Brooklyn Investment Group64,717$1.27M0.06%+53,59613F-HRTimeline
Smartleaf Asset Management LLC65,259$1.27M0.05%+10,79513F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND65,381$1.26M<0.01%013F-HRTimeline
Integrated Quantitative Investments LLC65,381$1.26M0.27%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …64,592$1.25M0.02%+19,42513F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…64,589$1.25M<0.01%+53,05313F-HRTimeline
Abacus Wealth Partners, LLC62,224$1.2M0.12%new13F-HRTimeline
AdvisorShares Investments LLC61,718$1.19M0.2%+1,69813F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC54,329$1.14M0.01%-54013F-HRTimeline
DRW Securities, LLC58,178$1.12M0.09%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP53,947$1.04M0.02%-33113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,791$1.04M<0.01%-309,53313F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC53,007$1.03M0.22%-47813F-HRTimeline
Atria Investments, Inc53,082$1.03M0.01%+10,60413F-HRTimeline
Parallel Advisors, LLC52,773$1.02M0.02%+69813F-HRTimeline
1832 Asset Management L.P.52,084$1.01M<0.01%-3,12813F-HRTimeline
PDS Planning, Inc50,283$972K0.06%+95213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC50,137$969K0.01%-37,82713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,362$968K<0.01%+13,84013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,398$955K<0.01%+10,61413F-HRTimelineGroup
Themes Management Co LLC49,249$952K0.76%13F-HRTimeline
Investors Research Corp48,775$943K0.17%-7,77913F-HRTimeline
Limestone Investment Advisors LP47,905$926K0.62%new13F-HRTimeline
RNC CAPITAL MANAGEMENT LLC47,269$914K0.04%+1,91313F-HRTimeline
Checchi Capital Advisers, LLC47,040$909K0.06%-67313F-HRTimeline
Summit Financial, LLC46,928$907K0.01%+2,69813F-HRTimeline
Ellevest, Inc.46,773$904K0.13%-51113F-HRTimeline
HB Wealth Management, LLC45,125$872K0.01%+7,60113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/44,740$865K<0.01%-74,91513F-HRTimelineGroup
Sivia Capital Partners, LLC42,813$828K0.17%+9,92713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC42,604$824K<0.01%-7,76313F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA41,158$796K<0.01%13F-HRTimelineGroup
Legacy Wealth Asset Management, LLC40,872$790K0.19%new13F-HRTimeline
Flatrock Wealth Partners LLC40,088$775K0.37%13F-HR/ATimeline
LOUISBOURG INVESTMENTS INC.39,152$757K0.15%+12,50013F-HRTimeline
BAILARD, INC.38,371$742K0.02%+2,97513F-HRTimeline
AlphaCore Capital LLC38,333$741K0.02%+2113F-HRTimeline
SYON CAPITAL LLC37,950$734K0.04%+3,27913F-HRTimeline
Dakota Wealth Management37,892$732K0.01%+4,26013F-HR/ATimeline
TRED AVON FAMILY WEALTH, LLC37,334$722K0.23%-6,20013F-HRTimeline
Covenant Partners, LLC37,262$720K0.21%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.37,236$720K0.08%+1,75613F-HRTimeline
NewEdge Wealth, LLC36,153$699K0.01%+20,98913F-HRTimeline
Prospera Financial Services Inc35,957$695K0.01%-1,41213F-HRTimeline
Versant Capital Management, Inc35,670$690K0.09%+4,45113F-HRTimeline
Cordatus Wealth Management LLC34,710$671K0.16%-1,41213F-HRTimeline
Gallacher Capital Management LLC34,417$665K0.26%+13313F-HRTimeline
SAGE RHINO CAPITAL LLC34,131$660K0.12%-99613F-HRTimeline
Global Retirement Partners, LLC33,928$656K0.01%+24013F-HRTimeline
GAMMA Investing LLC33,089$640K0.03%+2,10413F-HRTimeline
Redhawk Wealth Advisors, Inc.32,849$635K0.07%+9,32413F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC32,820$634K0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.32,661$631K0.01%-4813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC31,848$616K<0.01%-87613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…31,532$610K<0.01%+4,89913F-HRTimelineGroup
CWM, LLCin group CWM, LLC31,443$608K<0.01%+14,92713F-HRTimelineGroup
West Family Investments, Inc.31,279$605K0.14%+7,26813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC31,042$600K<0.01%+5,17613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…30,862$597K0.02%-1,21913F-HRTimelineGroup
Venturi Wealth Management, LLC30,790$595K0.03%+15,48413F-HRTimeline
HRT FINANCIAL LP30,063$581K<0.01%-73,93313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO29,967$579K0.01%+19,79013F-HRTimeline
Calydon Capital29,475$570K0.1%013F-HRTimeline
Abel Hall, LLC29,013$561K0.13%+17,79313F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…28,898$559K<0.01%-4,34813F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP28,631$555K<0.01%013F-HRTimeline
New Republic Capital, LLC28,679$554K0.15%+16,38713F-HRTimeline
PZENA INVESTMENT MANAGEMENT LLC28,473$550K<0.01%+3,78613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC28,458$550K0.01%+2,20113F-HRTimeline
SHELTON CAPITAL MANAGEMENT28,053$542K0.01%+5913F-HRTimeline
SmartHarvest Portfolios, LLC28,010$541K0.19%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.27,667$535K0.01%+9,74413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Squarepoint Ops LLCin group Squarepoint Ops LLC27,326$528K<0.01%+5,95013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.27,014$522K0.06%13F-HRTimeline
Merit Financial Group, LLC26,665$515K<0.01%+1,41613F-HRTimeline
Bridgewater Advisors Inc.24,656$513K0.03%+53013F-HRTimeline
Bleakley Financial Group, LLC26,192$506K0.01%+7,48313F-HRTimeline