Skip to main content

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
Quadrant Capital Group LLC36,256$263.0K0.04%––
Sage Rhino Capital LLC33,699$244.0K0.08%––
Fisher Asset Management, LLC33,285$241.0K0.00%––
Morningstar Investment Services LLC31,681$236.0K0.00%––
Private Advisor Group, LLC31,561$228.0K0.00%––
Bokf, NA30,183$218.0K0.00%––
First Republic Investment Management, Inc.27,217$197.0K0.00%––
Chevy Chase Trust Holdings, Inc.26,134$189.0K0.00%––
JPMorgan Chase & Co25,811$187.0K0.00%––
Evergreen Capital Management LLC23,436$170.0K0.01%––
Lindbrook Capital, LLC23,423$170.0K0.04%––
Harbor Investment Advisory, LLC22,987$167.0K0.03%––
Corient Capital Partners, LLC21,885$159.0K0.01%––
RNC Capital Management LLC21,475$156.0K0.01%––
TD Private Client Wealth LLC21,242$154.0K0.01%––
Jane Street Group, LLC21,227$154.0K0.00%––
New York State Common Retirement Fund20,958$152.0K0.00%––
Old Mission Capital LLC20,948$152.0K0.01%––
Captrust Financial Advisors20,909$152.0K0.00%––
BancorpSouth Bank20,237$147.0K0.02%––
Two Sigma Securities, LLC19,988$145.0K0.03%––
Atlas Capital Advisors LLC19,952$144.7K0.03%––
Credential Qtrade Securities Inc.19,654$142.5K0.01%––
HighTower Advisors, LLC19,516$142.0K0.00%––
Prudent Man Advisors, LLC19,059$138.0K0.06%––
Standard Family Office LLC18,889$137.0K0.03%––
Ballentine Partners, LLC18,652$136.0K0.01%––
Rehmann Capital Advisory Group18,339$133.0K0.01%––
PDS Planning, Inc17,838$129.0K0.04%––
Altfest L J & Co Inc17,314$126.0K0.03%––
Balentine LLC17,359$126.0K0.01%––
Prudential Financial Inc16,624$121.0K0.00%––
Snowden Capital Advisors LLC16,497$119.6K0.01%––
LPL Financial LLC16,330$118.0K0.00%––
Raymond James Financial Services Advisors, Inc.15,904$115.0K0.00%––
Hancock Whitney Corp15,771$114.0K0.00%––
Wolverine Trading, LLC14,691$109.0K0.00%––
Ellevest, Inc.15,087$109.0K0.01%––
Dana Investment Advisors, Inc.14,883$108.0K0.00%––
Engineers Gate Manager LP14,900$108.0K0.01%––
Marks Group Wealth Management, Inc14,394$104.0K0.02%––
State Street Corp13,954$101.0K0.00%––
Keel Point, LLC13,888$101.0K0.01%––
Knowledge Leaders Capital, LLC13,890$101.0K0.08%––
CWM Advisors, LLC13,927$101.0K0.02%––
Crescent Grove Advisors, LLC13,624$99.0K0.01%––
Commonwealth Equity Services, LLC13,551$98.0K0.00%––
Halbert Hargrove Global Advisors, LLC13,522$98.0K0.01%––
Comerica Securities,inc.13,081$95.0K0.01%––
Gsa Capital Partners LLP13,000$94.0K0.02%––
Private Capital Group, LLC12,909$94.0K0.02%––
Fieldpoint Private Securities, LLC12,790$93.0K0.02%––
Aigen Investment Management, LP11,963$87.0K0.01%––
Optas, LLC11,989$87.0K0.03%––
CAPROCK Group, Inc.11,931$86.0K0.01%––
Deutsche Bank AG11,774$85.0K0.00%––
Blair William & Co11,342$82.0K0.00%––
Clarius Group, LLC11,265$82.0K0.01%––
MAI Capital Management11,228$81.0K0.00%––
Dynamic Technology Lab Private Ltd11,206$81.0K0.01%––
Sequoia Financial Advisors, LLC11,156$81.0K0.00%––
EP Wealth Advisors, LLC10,999$80.0K0.00%––
Boston Partners10,847$79.0K0.00%––
Thrivent Financial for Lutherans10,755$78.0K0.00%––
Inspire Advisors, LLC10,719$78.0K0.03%––
Wedbush Securities Inc10,527$76.0K0.00%––
Peapack Gladstone Financial Corp10,285$75.0K0.00%––
AMP Capital Investors Ltd10,400$75.0K0.00%––
Simplex Trading, LLC9,879$71.0K0.00%––
Steward Partners Investment Advisory, LLC9,435$68.4K0.00%––
JJJ Advisors Inc.7,380$54.0K0.02%––
Bessemer Group Inc6,744$49.0K0.00%––
Enterprise Financial Services Corp6,453$46.0K0.01%––
Berman Capital Advisors, LLC6,367$46.0K0.01%––
Rockefeller Capital Management L.P.5,076$36.0K0.00%––
Manchester Financial Inc4,600$33.0K0.02%––
Zions Bancorporation, N.A.4,577$33.0K0.00%––
Hexagon Capital Partners LLC4,447$32.0K0.01%––
Assetmark, Inc4,056$29.0K0.00%––
TD Ameritrade Investment Management, LLC4,714$29.0K0.00%––
Rosenberg Matthew Hamilton3,714$27.0K0.02%––
Patriot Financial Group Insurance Agency, LLC3,613$26.0K0.01%––
Arkadios Wealth Advisors3,684$26.0K0.00%––
American Portfolios Advisors3,410$24.7K0.00%––
AdvisorNet Financial, Inc2,872$21.0K0.00%––
Pinnacle Bancorp, Inc.2,781$20.0K0.01%––
Front Row Advisors LLC2,700$20.0K0.01%––
Column Capital Advisors, LLC2,582$19.0K0.00%––
Valeo Financial Advisors, LLC2,422$18.0K0.00%––
Spire Wealth Management2,107$16.0K0.00%––
Sowell Financial Services LLC2,020$15.0K0.00%––
Enterprise Trust & Investment Co2,062$15.0K0.01%––
Fifth Third Bancorp1,897$14.0K0.00%––
CWM, LLC1,829$13.0K0.00%––
JNBA Financial Advisors1,699$12.0K0.00%––
Glassman Wealth Services1,599$12.0K0.00%––
Carroll Financial Associates, Inc.1,571$11.0K0.00%––
Savior LLC1,553$11.0K0.01%––
Federation des caisses Desjardins du Quebec1,340$9.71K0.00%––
FinTrust Capital Advisors, LLC1,212$9.00K0.00%––