SUMITOMO MITSUI FINL GROUP (SMFG) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling SMFG?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for SUMITOMO MITSUI FINL GROUP, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on SMFG?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SUMITOMO MITSUI FINL GROUP.

Is institutional money flowing into SMFG?

140 institutional investors hold SUMITOMO MITSUI FINL GROUP (SMFG). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about SMFG?

Track institutional sentiment and conviction scores for SUMITOMO MITSUI FINL GROUP (SMFG) including Smart Money Verdict and position changes on HoldingsIntel.

SUMITOMO MITSUI FINL GROUP

SMFG·86562M209·US·adr·Financial Services - Banks - Diversified

SPONSORED ADR

SMFG (SUMITOMO MITSUI FINL GROUP) is held by 140 institutional investors as of Q4 2025. Largest holders: MORGAN STANLEY ($416.4M), FMR LLC ($236.7M), GOLDMAN SACHS GROUP INC ($212.7M). Net institutional sentiment: Mixed.

140

Holders

Avg rating(14 Elite)

$2B

Total Value

63% (151)

Fund Consensus

81 buying - 51 selling

Smart Money Verdict- Q4 2025View all

65Positive Momentum (Unconfirmed)Single Source

Held by 140 funds

14 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	21.5M(+1.9%)	$416.4M	0.0%	+47.10%	32
FMR LLC	Increased	12.2M(+13.7%)	$236.7M	0.0%	+35.42%	35
GOLDMAN SACHS GROUP INC	Increased	11M(+1.5%)	$212.7M	0.0%	+43.31%	31
BlackRock, Inc.	Increased	7.2M(+0.6%)	$138.4M	0.0%	+43.30%	30
NORTHERN TRUST CORP	Increased	6.1M(+6.2%)	$117.9M	0.0%	+83.72%	32
Clark Capital Management Group, Inc.	Decreased	4.1M(-0.9%)	$79.4M	0.5%	+70.64%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	2.9M(-0.5%)	$55.5M	0.0%	+156.17%	0
AMERICAN CENTURY COMPANIES INC	Increased	2.3M(+15.0%)	$45.3M	0.0%	+80.80%	33
WELLS FARGO & COMPANY/MN	Increased	2.2M(+0.9%)	$41.6M	0.0%	+108.22%	29
ENVESTNET ASSET MANAGEMENT INC	Increased	2.1M(+3.2%)	$39.8M	0.0%	+102.84%	30
RENAISSANCE TECHNOLOGIES LLC	Decreased	1.9M(-15.7%)	$37.2M	0.1%	+113.28%	0
Fisher Asset Management, LLC	Increased	1.6M(+8.0%)	$31.8M	0.0%	+37.03%	31
BANK OF AMERICA CORP /DE/	Increased	1.5M(+5.9%)	$29.5M	0.0%	+41.00%	31
Quantinno Capital Management LP	Increased	1.4M(+21.6%)	$26.5M	0.1%	+47.66%	34
JANE STREET GROUP, LLC	Increased	1.3M(+1246.6%)	$25.5M	0.0%	+8.29%	46
Capital Wealth Planning, LLC	Increased	1.1M(+37.6%)	$21.1M	0.1%	+27.78%	45
Invesco Ltd.	Decreased	1M(-6.4%)	$19.4M	0.0%	+155.47%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	886,131(+15.0%)	$17.1M	0.0%	+50.12%	32
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Increased	736,467(+14.5%)	$14.2M	0.0%	+27.63%	32
UBS Group AG	Increased	731,255(+96.7%)	$14.1M	0.0%	+34.39%	45
Bank of New York Mellon Corp	Increased	711,130(+3.6%)	$13.7M	0.0%	+71.78%	29
JPMORGAN CHASE & CO	Increased	711,065(+32.3%)	$13.7M	0.0%	+31.87%	36
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	692,443(+9.8%)	$13.4M	0.1%	+95.52%	31
Creative Planning	Increased	662,822(+18.1%)	$12.8M	0.0%	+61.94%	33
AQR CAPITAL MANAGEMENT LLC	Increased	644,757(+23.9%)	$12.5M	0.0%	+31.71%	34
Allspring Global Investments Holdings, LLC	Decreased	609,928(-2.7%)	$11.9M	0.0%	+57.21%	0
D. E. Shaw & Co., Inc.	Decreased	600,909(-15.7%)	$11.6M	0.0%	+27.55%	0
Pathstone Holdings, LLC	Increased	584,325(+8.6%)	$11.3M	0.0%	+84.06%	30
FEDERATED HERMES, INC.	Increased	543,985(+28.2%)	$10.5M	0.0%	+47.27%	35
STIFEL FINANCIAL CORP	Increased	532,736(+13.5%)	$10.3M	0.0%	+132.20%	31
VOLORIDGE INVESTMENT MANAGEMENT, LLC	Decreased	529,486(-36.8%)	$10.2M	0.0%	+22.86%	0
Boston Partners	Decreased	483,561(-6.7%)	$9.4M	0.0%	+52.73%	0
CIBC WORLD MARKET INC.	Increased	456,766(+0.5%)	$8.8M	0.0%	+240.78%	28
WESTFIELD CAPITAL MANAGEMENT CO LP	Decreased	453,681(-1.3%)	$8.8M	0.0%	+36.12%	0
Cerity Partners LLC	Decreased	429,101(-4.9%)	$8.3M	0.0%	+90.83%	0
LPL Financial LLC	Increased	426,347(+15.7%)	$8.2M	0.0%	+43.92%	32
CITADEL ADVISORS LLC	Increased	425,691(+762.4%)	$8.2M	0.0%	+8.36%	44
SEI INVESTMENTS CO	Increased	419,198(+15.4%)	$8.1M	0.0%	+57.87%	32
Point72 Asset Management, L.P.	Increased	410,466(+293.5%)	$7.9M	0.0%	+12.90%	44
Mariner, LLC	Increased	409,755(+1.9%)	$7.9M	0.0%	+156.74%	28
&PARTNERS	Increased	351,606(+18.6%)	$6.8M	0.0%	+35.17%	32
TORONTO DOMINION BANK	Decreased	341,835(-75.0%)	$6.6M	0.0%	+22.86%	0
RAYMOND JAMES FINANCIAL INC	Increased	330,517(+38.9%)	$6.4M	0.0%	+25.71%	36
US BANCORP \DE\	Decreased	321,641(-16.2%)	$6.2M	0.0%	+122.39%	0
Cetera Investment Advisers	Increased	278,186(+2.5%)	$5.4M	0.0%	+60.11%	28
HighTower Advisors, LLC	Increased	274,358(+3.7%)	$5.3M	0.0%	+105.31%	28
QRG CAPITAL MANAGEMENT, INC.	Increased	271,635(+2.4%)	$5.3M	0.1%	+82.81%	28
ROYAL BANK OF CANADA	Decreased	260,698(-66.0%)	$5M	0.0%	+39.40%	0
Vanguard Personalized Indexing Management, LLC	Decreased	227,943(-6.6%)	$4.4M	0.0%	+112.24%	0
AMERIPRISE FINANCIAL INC	Decreased	206,607(-1.0%)	$4M	0.0%	+193.26%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	190,855(-2.1%)	$3.7M	0.0%	+173.29%	0
FACTORY MUTUAL INSURANCE CO	Unchanged	188,992	$3.7M	0.0%	+22.86%	0
Vident Advisory, LLC	Decreased	188,070(-3.5%)	$3.6M	0.0%	+44.36%	0
MERCER GLOBAL ADVISORS INC /ADV	Decreased	184,256(-0.4%)	$3.6M	0.0%	+99.49%	0
TUDOR INVESTMENT CORP ET AL	Decreased	172,858(-81.4%)	$3.3M	0.0%	+28.76%	0
GREENLEAF TRUST	Decreased	169,678(-0.2%)	$3.3M	0.0%	+271.41%	0
XTX Topco Ltd	Increased	168,140(+198.2%)	$3.3M	0.1%	+15.04%	43
MML INVESTORS SERVICES, LLC	Increased	164,352(+25.0%)	$3.2M	0.0%	+52.90%	32
Russell Investments Group, Ltd.	Increased	158,019(+25.2%)	$3.1M	0.0%	+42.49%	32
CIBC Asset Management Inc	Increased	153,883(+76.4%)	$2.9M	0.0%	+62.00%	40
ASSETMARK, INC	Increased	150,140(+47.8%)	$2.9M	0.0%	+24.68%	36
FIRST TRUST ADVISORS LP	Decreased	140,320(-8.4%)	$2.7M	0.0%	+44.48%	0
CAPTRUST FINANCIAL ADVISORS	Increased	133,525(+176.4%)	$2.6M	0.0%	+20.61%	42
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Decreased	124,444(-5.1%)	$2.4M	0.0%	+76.24%	0
IEQ CAPITAL, LLC	Increased	123,809(+11.4%)	$2.4M	0.0%	+43.45%	29
Walleye Capital LLC	New	111,238	$2.2M	0.0%	+6.70%	36
Neuberger Berman Group LLC	Increased	108,880(+23.8%)	$2.1M	0.0%	+42.26%	32
RHUMBLINE ADVISERS	Increased	108,422(+18.2%)	$2.1M	0.0%	+104.30%	30
Sequoia Financial Advisors, LLC	Increased	99,231(+1.6%)	$1.9M	0.0%	+135.12%	26
BARCLAYS PLC	Increased	97,896(+748.3%)	$1.9M	0.0%	+10.15%	42
Corient Private Wealth LLC	Increased	95,566(+1.8%)	$1.8M	0.0%	+87.43%	26
FRANKLIN RESOURCES INC	Decreased	94,202(-4.8%)	$1.8M	0.0%	+159.60%	0
Orion Porfolio Solutions, LLC	Decreased	92,572(-9.1%)	$1.8M	0.0%	+152.59%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	86,244(+2.3%)	$1.7M	0.0%	+106.07%	26
Focus Partners Wealth	Increased	81,779(+112.9%)	$1.6M	0.0%	+21.76%	41
MARSHALL WACE, LLP	Increased	76,152(+238.7%)	$1.5M	0.0%	+11.02%	41
Rockefeller Capital Management L.P.	Increased	66,425(+22.6%)	$1.3M	0.0%	+51.79%	31
NEW YORK STATE COMMON RETIREMENT FUND	Unchanged	65,381	$1.3M	0.0%	+22.86%	0
Connor, Clark & Lunn Investment Management Ltd.	Increased	64,589(+459.9%)	$1.2M	0.0%	+9.27%	41
YOUSIF CAPITAL MANAGEMENT, LLC	Decreased	54,329(-1.0%)	$1.1M	0.0%	+207.33%	0
OSAIC HOLDINGS, INC.	Decreased	53,791(-85.2%)	$1M	0.0%	+41.19%	0
1832 Asset Management L.P.	Decreased	52,084(-5.7%)	$1M	0.0%	+33.48%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	48,362(+40.1%)	$967,731	0.0%	+44.21%	33
TRUIST FINANCIAL CORP	Increased	49,398(+27.4%)	$954,857	0.0%	+66.14%	31
HB Wealth Management, LLC	Increased	45,125(+20.3%)	$872,281	0.0%	+35.57%	30
BANK OF MONTREAL /CAN/	Decreased	44,740(-62.6%)	$864,824	0.0%	+41.92%	0
CITIGROUP INC	Decreased	42,604(-15.4%)	$823,535	0.0%	+39.77%	0
GLENMEDE TRUST CO NA	Increased	41,158(+3.7%)	$795,584	0.0%	+125.27%	26
NewEdge Wealth, LLC	Increased	36,153(+138.4%)	$698,837	0.0%	+16.50%	40
Walleye Trading LLC	Increased	33,140(+66.6%)	$640,596	0.0%	+22.61%	36
WESTWOOD HOLDINGS GROUP INC	Unchanged	32,820	$634,411	0.0%	+206.68%	0
MATHER GROUP, LLC.	Decreased	32,661(-0.1%)	$631,336	0.0%	+268.52%	0
LAZARD ASSET MANAGEMENT LLC	Decreased	31,848(-2.7%)	$615,613	0.0%	+190.24%	0
KEYBANK NATIONAL ASSOCIATION/OH	Increased	31,532(+18.4%)	$609,513	0.0%	+75.49%	29
JOHNSON INVESTMENT COUNSEL INC	Increased	31,042(+20.0%)	$600,042	0.0%	+134.96%	29
Chevy Chase Trust Holdings, LLC	Decreased	28,898(-13.1%)	$558,597	0.0%	+158.25%	0
SCHRODER INVESTMENT MANAGEMENT GROUP	Unchanged	28,631	$555,155	0.0%	+134.40%	0
PZENA INVESTMENT MANAGEMENT LLC	Increased	28,473(+15.3%)	$550,381	0.0%	+90.87%	28
SHELTON CAPITAL MANAGEMENT	Increased	28,053(+0.2%)	$542,264	0.0%	+75.40%	24
Squarepoint Ops LLC	Increased	27,326(+27.8%)	$528,212	0.0%	+25.04%	30
Merit Financial Group, LLC	Increased	26,665(+5.6%)	$515,450	0.0%	+31.63%	26
Farther Finance Advisors, LLC	Increased	24,316(+64.8%)	$470,026	0.0%	+40.90%	35
Savant Capital, LLC	Decreased	23,721(-28.4%)	$458,527	0.0%	+41.27%	0
Qube Research & Technologies Ltd	Decreased	22,963(-96.5%)	$443,875	0.0%	+27.82%	0
Lido Advisors, LLC	Increased	25,662(+0.6%)	$441,106	0.0%	+48.12%	24
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	21,290	$411,536	0.0%	+6.70%	33
Jefferies Financial Group Inc.	Increased	20,978(+17.6%)	$405,505	0.0%	+36.88%	28
Private Advisor Group, LLC	Increased	20,903(+2.9%)	$404,055	0.0%	+139.65%	25
MILLENNIUM MANAGEMENT LLC	Decreased	20,788(-98.1%)	$401,832	0.0%	+35.19%	0
Dynasty Wealth Management, LLC	Increased	18,012(+27.5%)	$348,164	0.0%	+18.98%	29
COMMONWEALTH EQUITY SERVICES, LLC	Increased	17,414(+16.1%)	$336,600	0.0%	+51.68%	27
TWO SIGMA ADVISERS, LP	New	15,700	$303,481	0.0%	+6.70%	32
Sanctuary Advisors, LLC	Increased	15,514(+11.1%)	$299,889	0.0%	+51.96%	26
STATE STREET CORP	Unchanged	13,954	$269,731	0.0%	+124.65%	0
EP Wealth Advisors, LLC	Increased	12,689(+5.5%)	$245,270	0.0%	+34.18%	24
Wealthspire Advisors, LLC	Increased	12,671(+1811.2%)	$244,923	0.0%	+7.44%	37
Envestnet Portfolio Solutions, Inc.	Increased	12,412(+1.0%)	$239,917	0.0%	+78.45%	23
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	12,201(-17.3%)	$235,845	0.0%	+22.86%	0
Integrated Wealth Concepts LLC	Decreased	11,125(-58.7%)	$215,046	0.0%	+166.13%	0
Beacon Pointe Advisors, LLC	Increased	10,465(+3.6%)	$202,289	0.0%	+22.21%	24
Kestra Advisory Services, LLC	Decreased	9,677(-39.0%)	$187,066	0.0%	+46.57%	0
CIBC Private Wealth Group LLC	Increased	8,884(+223.8%)	$171,735	0.0%	+18.77%	36
M&T BANK CORP	Decreased	2,533(-96.3%)	$116,640	0.0%	+122.68%	0
Allworth Financial LP	Increased	4,747(+22.5%)	$91,765	0.0%	+41.84%	26
JONES FINANCIAL COMPANIES LLLP	Increased	3,682(+8.4%)	$71,173	0.0%	+38.01%	16
FIFTH THIRD BANCORP	Decreased	3,505(-37.7%)	$67,752	0.0%	+41.26%	0
HUNTINGTON NATIONAL BANK	Decreased	3,067(-3.8%)	$59,285	0.0%	+160.30%	0
Steward Partners Investment Advisory, LLC	Increased	2,926(+27.3%)	$56,560	0.0%	+93.39%	26
BROWN BROTHERS HARRIMAN & CO	Increased	2,601(+693.0%)	$50,277	0.0%	+9.37%	33
MAI Capital Management	Increased	2,223(+14.4%)	$42,969	0.0%	+31.68%	23
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	1,789(-35.8%)	$34,582	0.0%	+38.86%	0
NewEdge Advisors, LLC	Increased	920(+1.2%)	$17,790	0.0%	+136.98%	19
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Increased	504(+0.2%)	$9,755	0.0%	+130.73%	12
NISA INVESTMENT ADVISORS, LLC	New	292	$5,644	0.0%	+6.70%	24
NATIONAL BANK OF CANADA /FI/	Unchanged	271	$5,233	0.0%	+36.13%	0
First Command Advisory Services, Inc.	Unchanged	129	$2,494	0.0%	+33.48%	0
CULLEN/FROST BANKERS, INC.	New	55	$1,063	0.0%	+6.70%	17
Federation des caisses Desjardins du Quebec	New	43	$831	0.0%	+6.70%	17
HRT FINANCIAL LP	Decreased	30,063(-71.1%)	$581	0.0%	+22.86%	0
TD Waterhouse Canada Inc.	Increased	6(+500.0%)	$116	0.0%	+11.78%	12
Twin Tree Management, LP	Exited	0(-100.0%)	$50	0.0%	+15.14%	0
SIMPLEX TRADING, LLC	Exited	0(-100.0%)	$3	0.0%	+15.14%	0
Jain Global LLC	Exited	0(-100.0%)	$244,437	0.0%	+15.14%	0
Brevan Howard Capital Management LP	Exited	0(-100.0%)	$201,164	0.0%	+15.14%	0
Engineers Gate Manager LP	Exited	0(-100.0%)	$1.9M	0.0%	+15.14%	0
Schonfeld Strategic Advisors LLC	Exited	0(-100.0%)	$1M	0.0%	+25.03%	0
CAPITAL FUND MANAGEMENT S.A.	Exited	0(-100.0%)	$1.1M	0.0%	+15.14%	0
Cresset Asset Management, LLC	Exited	0(-100.0%)	$203,374	0.0%	+83.33%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$311,678	0.0%	+23.22%	0
BLAIR WILLIAM & CO/IL	Exited	0(-100.0%)	$318,077	0.0%	+15.14%	0
BALYASNY ASSET MANAGEMENT L.P.	Exited	0(-100.0%)	$1.9M	0.0%	+15.14%	0

SUMITOMO MITSUI FINL GROUP

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