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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, Q1 2021

Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Mar 31, 2021. 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
229
No complete 13F data for Q4 2020
Shares held
125.3M
No complete 13F data for Q4 2020
Total value
$907.8M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 229 institutions
Q1 2021: 229 institutionsQ2 2021: 225 institutionsQ3 2021: 236 institutionsQ4 2021: 241 institutionsQ1 2022: 248 institutionsQ2 2022: 244 institutionsQ3 2022: 243 institutionsQ4 2022: 259 institutionsQ1 2023: 265 institutionsQ2 2023: 265 institutionsQ3 2023: 272 institutionsQ4 2023: 308 institutionsQ1 2024: 309 institutionsQ2 2024: 324 institutionsQ3 2024: 333 institutionsQ4 2024: 348 institutionsQ1 2025: 358 institutionsQ2 2025: 371 institutionsQ3 2025: 396 institutionsQ4 2025: 424 institutionsQ1 2026: 446 institutionsQ2 2026: 463 institutions
Value heldQ1 2021: $907.8M
Q1 2021: $907.8MQ2 2021: $861.9MQ3 2021: $872.4MQ4 2021: $831.3MQ1 2022: $765.4MQ2 2022: $708.5MQ3 2022: $623.2MQ4 2022: $908.4MQ1 2023: $873.4MQ2 2023: $936.6MQ3 2023: $984.8MQ4 2023: $910.8MQ1 2024: $1.11BQ2 2024: $1.28BQ3 2024: $1.16BQ4 2024: $1.49BQ1 2025: $1.81BQ2 2025: $1.80BQ3 2025: $1.89BQ4 2025: $2.24BQ1 2026: $2.45BQ2 2026: $3.16B
Institutions holding SMFG and their total value by quarter
QuarterHoldersValue
Q2 2026463$3.16B
Q1 2026446$2.45B
Q4 2025424$2.24B
Q3 2025396$1.89B
Q2 2025371$1.80B
Q1 2025358$1.81B
Q4 2024348$1.49B
Q3 2024333$1.16B
Q2 2024324$1.28B
Q1 2024309$1.11B
Q4 2023308$910.8M
Q3 2023272$984.8M
Q2 2023265$936.6M
Q1 2023265$873.4M
Q4 2022259$908.4M
Q3 2022243$623.2M
Q2 2022244$708.5M
Q1 2022248$765.4M
Q4 2021241$831.3M
Q3 2021236$872.4M
Q2 2021225$861.9M
Q1 2021229$907.8M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SMFG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC13,141,803$95.3M0.12%––
Cowen Investment Management LLC10,385,600$75.3M29.44%––
Parametric Portfolio Associates LLC10,266,218$74.4M0.04%––
BlackRock Inc.7,940,333$57.6M0.00%––
Morgan Stanley7,741,623$56.1M0.01%––
Goldman Sachs Group Inc7,203,879$52.2M0.02%––
Northern Trust Corp7,182,181$52.1M0.01%––
Renaissance Technologies LLC6,484,570$47.0M0.06%––
Cowen and Company, LLC6,341,605$46.0M3.24%––
Wells Fargo & Company6,308,878$45.7M0.01%––
FMR LLC4,581,860$33.2M0.00%––
Bank of America Corp4,509,764$32.7M0.00%––
Citigroup Inc2,654,960$19.2M0.02%––
Causeway Capital Management LLC2,243,132$16.3M0.32%––
LMR Partners LLP2,139,078$15.5M0.39%––
Royal Bank of Canada1,924,875$14.0M0.00%––
Crossmark Global Holdings, Inc.1,801,772$13.1M0.32%––
Natixis Advisors, L.P.1,342,188$9.73M0.05%––
US Bancorp1,240,473$8.99M0.02%––
Franklin Resources Inc1,143,618$8.29M0.00%––
D. E. Shaw & Co., Inc.1,123,474$8.14M0.01%––
Envestnet Asset Management Inc913,985$6.63M0.00%––
CIBC World Markets Inc.841,328$6.10M0.02%––
Raymond James & Associates823,582$5.97M0.01%––
Bank of New York Mellon Corp630,541$4.57M0.00%––
Ameriprise Financial Inc581,923$4.22M0.00%––
Citadel Advisors LLC558,320$4.05M0.00%––
Dimensional Fund Advisors LP429,658$3.12M0.00%––
Marshall Wace North America L.P.419,830$3.04M0.01%––
Susquehanna International Group, LLP414,885$3.01M0.00%––
Anderson Hoagland & Co412,760$2.99M0.42%––
Arrowstreet Capital, Limited Partnership411,181$2.98M0.00%––
Qube Research & Technologies Ltd410,584$2.98M0.05%––
Comerica Bank401,596$2.83M0.02%––
Greenleaf Trust389,790$2.83M0.04%––
SEI Investments Co414,578$2.55M0.01%––
Freestone Capital Holdings, LLC348,508$2.53M0.14%––
Brinker Capital Investments, LLC345,911$2.51M0.04%––
Te Ahumairangi Investment Management Ltd345,990$2.51M0.32%––
UBS Group AG344,380$2.50M0.00%––
O'Shaughnessy Asset Management, LLC340,796$2.47M0.05%––
Millennium Management LLC338,155$2.45M0.00%––
Gilman Hill Asset Management, LLC334,246$2.42M0.67%––
Stifel Financial Corp326,780$2.37M0.00%––
WealthStone, Inc.297,735$2.16M0.75%––
Barclays PLC289,366$2.10M0.00%––
American Century Companies Inc223,125$1.62M0.00%––
Oppenheimer Asset Management Inc.214,835$1.56M0.02%––
Regions Financial Corp206,470$1.50M0.01%––
Advisor Partners LLC200,532$1.45M0.10%––
BBVA USA Bancshares, Inc.181,668$1.32M0.06%––
Level Four Advisory Services, LLC180,305$1.31M0.10%––
Signaturefd, LLC178,421$1.29M0.06%––
BTC Capital Management, Inc.163,843$1.19M0.13%––
Advisor Group Holdings, Inc.142,451$1.03M0.00%––
Wetherby Asset Management Inc133,036$964.0K0.07%––
Guggenheim Capital LLC129,543$939.0K0.01%––
Invesco Ltd.114,748$832.0K0.00%––
Geode Capital Management, LLC114,097$827.0K0.00%––
The PNC Financial Services Group, Inc.107,932$783.0K0.00%––
Mercer Global Advisors Inc104,930$761.0K0.01%––
Sanders Capital, LLC97,063$704.0K0.00%––
Boston Private Wealth LLC95,761$694.0K0.01%––
Truist Financial Corp95,392$691.0K0.00%––
Verdence Capital Advisors LLC93,199$676.0K0.11%––
Covenant Partners, LLC91,423$663.0K0.26%––
Cresset Asset Management, LLC91,325$662.0K0.01%––
Allianz Asset Management GmbH88,583$642.0K0.00%––
ExodusPoint Capital Management, LP83,642$606.0K0.01%––
Orbis Allan Gray Ltd83,138$603.0K0.00%––
JustInvest LLC79,624$577.0K0.09%––
Eagle Asset Management Inc77,755$559.0K0.00%––
Qtron Investments LLC76,008$551.0K0.15%––
Ritholtz Wealth Management74,103$537.0K0.04%––
Mountain Capital Investment Advisors, Inc75,149$531.0K0.27%––
Advisors Asset Management, Inc.72,970$529.0K0.01%––
Investors Research Corp71,854$521.0K0.20%––
Johnson Investment Counsel Inc70,400$510.0K0.01%––
Boston Trust Walden Corp65,700$476.0K0.00%––
Eaton Vance Management63,362$459.0K0.00%––
MML Investors Services, LLC63,030$457.0K0.00%––
Janney Montgomery Scott LLC59,666$433.0K0.00%––
Ethic Inc.58,460$424.0K0.08%––
Dorsey & Whitney Trust CO LLC56,951$413.0K0.04%––
Altium Wealth Management LLC56,660$411.0K0.03%––
M&T Bank Corp56,454$409.0K0.00%––
Vestmark Advisory Solutions, Inc.50,832$369.0K0.03%––
Bank of Montreal50,265$358.0K0.00%––
Kestra Advisory Services, LLC47,612$345.0K0.00%––
Susquehanna Fundamental Investments, LLC45,654$331.0K0.01%––
Creative Planning43,703$317.0K0.00%––
Lake Street Advisors Group, LLC43,239$313.0K0.03%––
Pinnacle Wealth Planning Services, Inc.41,227$299.0K0.08%––
Mission Wealth Management, LP40,442$293.0K0.02%––
Checchi Capital Advisers, LLC40,014$290.0K0.04%––
PEAK6 Investments LLC39,937$290.0K0.01%––
Veriti Management LLC39,346$285.0K0.08%––
Parallel Advisors, LLC38,866$282.0K0.01%––
Raymond James Trust N.A.37,395$271.0K0.01%––
Park Avenue Securities LLC36,469$264.0K0.01%––