Sumitomo Mitsui Financial Group, Inc.
SMFG- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0001022837
In the last 90 days, Sumitomo Mitsui Financial Group, Inc. insiders filed 0 open-market purchases and 1 sale; 463 institutions reported holding it in 13F filings for Q2 2026, worth $3.16B in total; no superinvestor holds it.
Other share classesSMFNF
13F holders, Q2 2026
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 463
- +22 vs. Q1 2026
- Shares held
- 134.0M
- +10.4M (+8.4%) vs. Q1 2026
- Total value
- $3.16B
- +$719.9M (+29.5%) vs. Q1 2026
- New holders
- 65
- 229 more added
- Sold out
- 43
- 95 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SMFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 463 | $3.16B |
| Q1 2026 | 446 | $2.45B |
| Q4 2025 | 424 | $2.24B |
| Q3 2025 | 396 | $1.90B |
| Q2 2025 | 371 | $1.81B |
| Q1 2025 | 358 | $1.81B |
| Q4 2024 | 348 | $1.49B |
| Q3 2024 | 333 | $1.18B |
| Q2 2024 | 324 | $1.59B |
| Q1 2024 | 309 | $1.41B |
| Q4 2023 | 308 | $1.05B |
| Q3 2023 | 272 | $984.9M |
| Q2 2023 | 265 | $936.7M |
| Q1 2023 | 265 | $924.2M |
| Q4 2022 | 259 | $908.9M |
| Q3 2022 | 243 | $624.4M |
| Q2 2022 | 244 | $708.8M |
| Q1 2022 | 248 | $768.0M |
| Q4 2021 | 241 | $832.0M |
| Q3 2021 | 236 | $872.4M |
| Q2 2021 | 225 | $861.9M |
| Q1 2021 | 229 | $907.9M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 25,112,524 | $592.2M | 0.03% | +2,154,153+9.4% | Added |
| FMR LLC | 13,937,223 | $328.6M | 0.01% | +1,367,852+10.9% | Added |
| Goldman Sachs Group Inc | 10,814,662 | $255.0M | 0.03% | +106,660+1.0% | Added |
| BlackRock, Inc. | 7,854,802 | $185.2M | 0.00% | +173,236+2.3% | Added |
| Fisher Asset Management, LLC | 6,291,379 | $148.4M | 0.04% | +3,094,452+96.8% | Added |
| Northern Trust Corp | 6,158,454 | $145.2M | 0.02% | −31,201−0.5% | Reduced |
| Clark Capital Management Group, Inc. | 3,831,212 | $90.3M | 0.49% | +48,813+1.3% | Added |
| American Century Companies Inc | 3,493,982 | $82.4M | 0.04% | +485,077+16.1% | Added |
| Dimensional Fund Advisors LP | 3,139,702 | $74.0M | 0.01% | +48,961+1.6% | Added |
| Envestnet Asset Management Inc | 2,263,530 | $53.4M | 0.01% | +62,246+2.8% | Added |
| Wells Fargo & Company | 2,146,202 | $50.6M | 0.01% | −14,417−0.7% | Reduced |
| Quantinno Capital Management LP | 2,143,555 | $50.5M | 0.06% | +527,736+32.7% | Added |
| Bank of America Corp | 1,781,736 | $42.0M | 0.00% | −64,599−3.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,709,700 | $40.3M | 0.49% | −1,755−0.1% | Reduced |
| Capital Wealth Planning, LLC | 1,659,962 | $39.1M | 0.20% | +354,207+27.1% | Added |
| JPMorgan Chase & Co | 1,525,928 | $36.2M | 0.00% | +607,613+66.2% | Added |
| Causeway Capital Management LLC | 1,392,610 | $32.8M | 0.36% | +125,362+9.9% | Added |
| AQR Capital Management LLC | 1,340,654 | $31.6M | 0.01% | +495,432+58.6% | Added |
| Charles Schwab Investment Management Inc | 1,244,470 | $29.3M | 0.00% | +154,723+14.2% | Added |
| Renaissance Technologies LLC | 1,023,572 | $24.1M | 0.03% | −725,700−41.5% | Reduced |
| Massachusetts Financial Services Co | 1,022,557 | $24.1M | 0.01% | +167,958+19.7% | Added |
| Creative Planning | 883,657 | $20.8M | 0.01% | +119,073+15.6% | Added |
| Natixis Advisors, L.P. | 812,854 | $19.2M | 0.02% | +112,960+16.1% | Added |
| Calamos Advisors LLC | 802,736 | $18.9M | 0.07% | +617,456+333.3% | Added |
| O'Shaughnessy Asset Management, LLC | 791,559 | $18.7M | 0.09% | +50,925+6.9% | Added |
| Bank of New York Mellon Corp | 781,157 | $18.4M | 0.00% | +41,376+5.6% | Added |
| Royal Bank of Canada | 765,357 | $18.0M | 0.00% | +511,467+201.5% | Added |
| UBS Group AG | 733,542 | $17.3M | 0.00% | +98,275+15.5% | Added |
| Anderson Hoagland & Co | 717,018 | $16.9M | 1.33% | −8,230−1.1% | Reduced |
| CCM Investment Advisers LLC | 677,598 | $16.0M | 1.24% | +371,836+121.6% | Added |
| Invesco Ltd. | 628,286 | $14.8M | 0.00% | +5,251+0.8% | Added |
| Pathstone Holdings, LLC | 597,092 | $14.1M | 0.04% | +6,438+1.1% | Added |
| Stifel Financial Corp | 570,629 | $13.5M | 0.01% | +10,839+1.9% | Added |
| Allspring Global Investments Holdings, LLC | 540,271 | $13.0M | 0.02% | −34,988−6.1% | Reduced |
| LPL Financial LLC | 500,370 | $11.8M | 0.00% | +31,577+6.7% | Added |
| Cerity Partners LLC | 493,964 | $11.6M | 0.01% | +19,259+4.1% | Added |
| Bank of Montreal | 486,147 | $11.5M | 0.00% | +445,666+1,100.9% | Added |
| Mariner, LLC | 478,697 | $11.3M | 0.01% | +43,509+10.0% | Added |
| Crossmark Global Holdings, Inc. | 476,543 | $11.2M | 0.15% | +1,860+0.4% | Added |
| Boston Partners | 468,247 | $11.1M | 0.01% | +31,088+7.1% | Added |
| Ethic Inc. | 461,574 | $10.9M | 0.14% | +59,829+14.9% | Added |
| Westfield Capital Management Co LP | 456,612 | $10.8M | 0.04% | −972−0.2% | Reduced |
| Raymond James Financial Inc | 450,625 | $10.6M | 0.00% | +48,314+12.0% | Added |
| Ramirez Asset Management, Inc. | 446,780 | $10.5M | 1.10% | +43,969+10.9% | Added |
| SEI Investments Co | 439,633 | $10.4M | 0.01% | +7,910+1.8% | Added |
| CIBC World Markets Inc. | 437,164 | $10.3M | 0.02% | −15,696−3.5% | Reduced |
| Federated Hermes, Inc. | 414,866 | $9.78M | 0.01% | +1,994+0.5% | Added |
| QRG Capital Management, Inc. | 408,740 | $9.64M | 0.08% | +63,087+18.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 366,043 | $8.64M | 0.04% | −474−0.1% | Reduced |
| Moran Wealth Management, LLC | 336,966 | $7.95M | 0.22% | −67,903−16.8% | Reduced |
| US Bancorp | 329,155 | $7.76M | 0.01% | +4,641+1.4% | Added |
| Allianz SE | 324,970 | $7.66M | 0.08% | +103,000+46.4% | Added |
| Eagle Global Advisors LLC | 320,000 | $7.55M | 0.25% | +26,000+8.8% | Added |
| Assetmark, Inc | 317,252 | $7.48M | 0.01% | +70,909+28.8% | Added |
| Cetera Investment Advisers | 288,600 | $6.81M | 0.01% | +3,681+1.3% | Added |
| Quadrant Capital Group LLC | 280,724 | $6.62M | 0.18% | −257−0.1% | Reduced |
| Callan Family Office, LLC | 266,254 | $6.28M | 0.12% | +10,586+4.1% | Added |
| Augustine Asset Management Inc | 262,517 | $6.19M | 1.25% | −1,721−0.7% | Reduced |
| Vident Advisory, LLC | 260,095 | $6.13M | 0.05% | +1230.0% | Added |
| MML Investors Services, LLC | 258,736 | $6.10M | 0.01% | +64,714+33.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 252,927 | $5.96M | 0.01% | +155,724+160.2% | Added |
| Gradient Investments LLC | 251,341 | $5.93M | 0.08% | +14,577+6.2% | Added |
| Ameriprise Financial Inc | 249,596 | $5.91M | 0.00% | +14,306+6.1% | Added |
| HighTower Advisors, LLC | 249,369 | $5.88M | 0.01% | −24,385−8.9% | Reduced |
| Vise Technologies, Inc. | 248,161 | $5.85M | 0.07% | +39,454+18.9% | Added |
| Citigroup Inc | 242,046 | $5.71M | 0.00% | +13,658+6.0% | Added |
| Russell Investments Group, Ltd. | 238,293 | $5.62M | 0.00% | +45,157+23.4% | Added |
| Signaturefd, LLC | 235,552 | $5.55M | 0.07% | +10,858+4.8% | Added |
| Laird Norton Trust Company, LLC | 231,955 | $5.54M | 0.11% | −3,615−1.5% | Reduced |
| Factory Mutual Insurance Co | 230,432 | $5.43M | 0.05% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 211,570 | $4.99M | 0.68% | +4,761+2.3% | Added |
| The PNC Financial Services Group, Inc. | 211,424 | $4.99M | 0.00% | +6,526+3.2% | Added |
| Calamos Wealth Management LLC | 206,378 | $4.87M | 0.15% | +21,098+11.4% | Added |
| JustInvest LLC | 204,401 | $4.82M | 0.04% | +3,867+1.9% | Added |
| Voloridge Investment Management, LLC | 196,100 | $4.62M | 0.02% | −94,598−32.5% | Reduced |
| First Trust Advisors LP | 188,474 | $4.44M | 0.00% | −5,512−2.8% | Reduced |
| Jones Financial Companies LLLP | 173,711 | $4.14M | 0.00% | +69,725+67.1% | Added |
| Mercer Global Advisors Inc | 175,094 | $4.13M | 0.01% | −1,896−1.1% | Reduced |
| Naviter Wealth, LLC | 172,721 | $4.12M | 0.37% | +36,776+27.1% | Added |
| Park Avenue Securities LLC | 165,726 | $3.91M | 0.02% | +165,726 | New |
| Lee Johnson Capital Management, LLC | 163,993 | $3.87M | 1.21% | +163,993 | New |
| Susquehanna International Group, LLP | 163,083 | $3.85M | 0.00% | +149,438+1,095.2% | Added |
| Ieq Capital, LLC | 162,467 | $3.83M | 0.02% | +16,976+11.7% | Added |
| Neuberger Berman Group LLC | 159,544 | $3.76M | 0.00% | +17,167+12.1% | Added |
| DJE Kapital AG | 94,049 | $3.67M | 0.07% | −6,421−6.4% | Reduced |
| Nuveen, LLC | 155,052 | $3.66M | 0.00% | +155,052 | New |
| CAPROCK Group, Inc. | 149,157 | $3.56M | 0.07% | +2,516+1.7% | Added |
| Evergreen Capital Management LLC | 148,899 | $3.51M | 0.06% | +40,888+37.9% | Added |
| Barometer Capital Management Inc. | 143,600 | $3.39M | 0.94% | +16,700+13.2% | Added |
| Advisors Asset Management, Inc. | 141,675 | $3.34M | 0.05% | +2,085+1.5% | Added |
| Ritholtz Wealth Management | 139,625 | $3.29M | 0.05% | +3,301+2.4% | Added |
| Parr McKnight Wealth Management Group, LLC | 138,754 | $3.27M | 0.39% | +673+0.5% | Added |
| Captrust Financial Advisors | 137,775 | $3.25M | 0.00% | −7,287−5.0% | Reduced |
| UBS Asset Management Americas Inc | 134,555 | $3.17M | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 131,754 | $3.11M | 0.03% | −4,583−3.4% | Reduced |
| Diversify Wealth Management, LLC | 116,391 | $3.07M | 0.05% | −2,856−2.4% | Reduced |
| Diversify Advisory Services, LLC | 116,391 | $3.07M | 0.05% | +116,391 | New |
| BTC Capital Management, Inc. | 127,667 | $3.01M | 0.18% | +5,108+4.2% | Added |
| Pekin Hardy Strauss, Inc. | 126,375 | $2.98M | 0.26% | +6,450+5.4% | Added |
| Rhumbline Advisers | 123,552 | $2.91M | 0.00% | +9,563+8.4% | Added |