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 2021
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Jun 30, 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
- 225
- −1 vs. Q1 2021
- Shares held
- 125.1M
- +308.3K (+0.2%) vs. Q1 2021
- Total value
- $861.9M
- −$42.2M (−4.7%) vs. Q1 2021
- New holders
- 22
- 94 more added
- Sold out
- 23
- 67 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $1.89B |
| Q2 2025 | 371 | $1.80B |
| Q1 2025 | 358 | $1.81B |
| Q4 2024 | 348 | $1.49B |
| Q3 2024 | 333 | $1.16B |
| Q2 2024 | 324 | $1.28B |
| Q1 2024 | 309 | $1.11B |
| Q4 2023 | 308 | $910.8M |
| Q3 2023 | 272 | $984.8M |
| Q2 2023 | 265 | $936.6M |
| Q1 2023 | 265 | $873.4M |
| Q4 2022 | 259 | $908.4M |
| Q3 2022 | 243 | $623.2M |
| Q2 2022 | 244 | $708.5M |
| Q1 2022 | 248 | $765.4M |
| Q4 2021 | 241 | $831.3M |
| Q3 2021 | 236 | $872.4M |
| Q2 2021 | 225 | $861.9M |
| Q1 2021 | 229 | $907.8M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 12,973,231 | $89.4M | 0.10% | −168,572−1.3% | Reduced |
| Parametric Portfolio Associates LLC | 10,836,426 | $74.7M | 0.04% | +570,208+5.6% | Added |
| Cowen Investment Management LLC | 10,360,600 | $71.4M | 22.51% | −25,000−0.2% | Reduced |
| Morgan Stanley | 8,531,266 | $58.8M | 0.01% | +789,643+10.2% | Added |
| BlackRock Inc. | 7,953,177 | $54.8M | 0.00% | +12,844+0.2% | Added |
| Goldman Sachs Group Inc | 6,087,332 | $41.9M | 0.01% | −1,116,547−15.5% | Reduced |
| Cowen and Company, LLC | 6,036,605 | $41.6M | 2.21% | −305,000−4.8% | Reduced |
| Northern Trust Corp | 6,036,187 | $41.6M | 0.01% | −1,145,994−16.0% | Reduced |
| Wells Fargo & Company | 5,642,884 | $38.9M | 0.01% | −665,994−10.6% | Reduced |
| FMR LLC | 5,303,009 | $36.5M | 0.00% | +721,149+15.7% | Added |
| Renaissance Technologies LLC | 5,232,770 | $36.1M | 0.05% | −1,251,800−19.3% | Reduced |
| Bank of America Corp | 5,073,571 | $35.0M | 0.00% | +563,807+12.5% | Added |
| Westwood Holdings Group Inc. | 2,634,905 | $18.2M | 0.18% | +2,634,905 | New |
| Causeway Capital Management LLC | 2,280,336 | $15.7M | 0.32% | +37,204+1.7% | Added |
| Royal Bank of Canada | 1,944,948 | $13.4M | 0.00% | +20,073+1.0% | Added |
| Crossmark Global Holdings, Inc. | 1,802,942 | $12.4M | 0.29% | +1,170+0.1% | Added |
| Citigroup Inc | 1,622,077 | $11.2M | 0.01% | −1,032,883−38.9% | Reduced |
| D. E. Shaw & Co., Inc. | 1,543,112 | $10.6M | 0.01% | +419,638+37.4% | Added |
| Natixis Advisors, L.P. | 1,429,242 | $9.85M | 0.05% | +87,054+6.5% | Added |
| Envestnet Asset Management Inc | 1,124,887 | $7.75M | 0.00% | +210,902+23.1% | Added |
| US Bancorp | 1,118,899 | $7.71M | 0.01% | −121,574−9.8% | Reduced |
| Russell Investments Group, Ltd. | 1,034,013 | $7.12M | 0.01% | +1,034,013 | New |
| LMR Partners LLP | 887,791 | $6.12M | 0.09% | −1,251,287−58.5% | Reduced |
| CIBC World Markets Inc. | 826,222 | $5.69M | 0.02% | −15,106−1.8% | Reduced |
| Franklin Resources Inc | 782,671 | $5.39M | 0.00% | −360,947−31.6% | Reduced |
| Bank of New York Mellon Corp | 704,377 | $4.85M | 0.00% | +73,836+11.7% | Added |
| Federated Hermes, Inc. | 631,368 | $4.35M | 0.01% | +631,368 | New |
| Ameriprise Financial Inc | 599,638 | $4.13M | 0.00% | +17,715+3.0% | Added |
| Raymond James & Associates | 539,058 | $3.71M | 0.00% | −284,524−34.5% | Reduced |
| Qube Research & Technologies Ltd | 528,325 | $3.64M | 0.05% | +117,741+28.7% | Added |
| Bank of Montreal | 494,335 | $3.46M | 0.00% | +444,070+883.5% | Added |
| O'Shaughnessy Asset Management, LLC | 487,144 | $3.36M | 0.07% | +146,348+42.9% | Added |
| Anderson Hoagland & Co | 438,674 | $3.02M | 0.38% | +25,914+6.3% | Added |
| Dimensional Fund Advisors LP | 427,489 | $2.94M | 0.00% | −2,169−0.5% | Reduced |
| SEI Investments Co | 412,999 | $2.84M | 0.01% | −1,579−0.4% | Reduced |
| Comerica Bank | 401,687 | $2.73M | 0.02% | +910.0% | Added |
| Brinker Capital Investments, LLC | 389,359 | $2.68M | 0.04% | +43,448+12.6% | Added |
| Greenleaf Trust | 381,770 | $2.63M | 0.03% | −8,020−2.1% | Reduced |
| Freestone Capital Holdings, LLC | 360,267 | $2.48M | 0.12% | +11,759+3.4% | Added |
| Stifel Financial Corp | 350,957 | $2.42M | 0.00% | +24,177+7.4% | Added |
| Te Ahumairangi Investment Management Ltd | 345,990 | $2.38M | 0.31% | 00.0% | Unchanged |
| UBS Group AG | 343,180 | $2.37M | 0.00% | −1,200−0.3% | Reduced |
| Gilman Hill Asset Management, LLC | 333,516 | $2.30M | 0.59% | −730−0.2% | Reduced |
| Barclays PLC | 328,015 | $2.26M | 0.00% | +38,649+13.4% | Added |
| Millennium Management LLC | 320,663 | $2.21M | 0.00% | −17,492−5.2% | Reduced |
| Regions Financial Corp | 316,940 | $2.18M | 0.02% | +110,470+53.5% | Added |
| Truist Financial Corp | 308,705 | $2.13M | 0.00% | +213,313+223.6% | Added |
| American Century Companies Inc | 252,591 | $1.74M | 0.00% | +29,466+13.2% | Added |
| Oppenheimer Asset Management Inc. | 222,616 | $1.53M | 0.02% | +7,781+3.6% | Added |
| Susquehanna International Group, LLP | 216,431 | $1.49M | 0.00% | −198,454−47.8% | Reduced |
| Advisor Partners LLC | 196,342 | $1.35M | 0.09% | −4,190−2.1% | Reduced |
| Level Four Advisory Services, LLC | 194,590 | $1.34M | 0.09% | +14,285+7.9% | Added |
| Signaturefd, LLC | 182,989 | $1.26M | 0.05% | +4,568+2.6% | Added |
| Guggenheim Capital LLC | 180,860 | $1.25M | 0.01% | +51,317+39.6% | Added |
| BBVA USA | 175,887 | $1.21M | 0.07% | +175,887 | New |
| BTC Capital Management, Inc. | 166,899 | $1.15M | 0.13% | +3,056+1.9% | Added |
| Ethic Inc. | 151,602 | $1.04M | 0.13% | +93,142+159.3% | Added |
| Advisor Group Holdings, Inc. | 143,191 | $986.0K | 0.00% | +740+0.5% | Added |
| Boston Private Wealth LLC | 141,738 | $977.0K | 0.01% | +45,977+48.0% | Added |
| Wetherby Asset Management Inc | 141,471 | $975.0K | 0.06% | +8,435+6.3% | Added |
| Arrowstreet Capital, Limited Partnership | 128,432 | $885.0K | 0.00% | −282,749−68.8% | Reduced |
| Mercer Global Advisors Inc | 120,429 | $830.0K | 0.01% | +15,499+14.8% | Added |
| The PNC Financial Services Group, Inc. | 110,832 | $764.0K | 0.00% | +2,900+2.7% | Added |
| Geode Capital Management, LLC | 109,042 | $751.0K | 0.00% | −5,055−4.4% | Reduced |
| Ritholtz Wealth Management | 107,021 | $737.0K | 0.05% | +32,918+44.4% | Added |
| Sanders Capital, LLC | 97,663 | $673.0K | 0.00% | +600+0.6% | Added |
| Verdence Capital Advisors LLC | 97,329 | $671.0K | 0.09% | +4,130+4.4% | Added |
| Johnson Investment Counsel Inc | 90,900 | $638.0K | 0.01% | +20,500+29.1% | Added |
| Covenant Partners, LLC | 91,423 | $630.0K | 0.24% | 00.0% | Unchanged |
| M&T Bank Corp | 90,693 | $624.0K | 0.00% | +34,239+60.6% | Added |
| Cresset Asset Management, LLC | 85,365 | $603.0K | 0.01% | −5,960−6.5% | Reduced |
| Veriti Management LLC | 85,132 | $587.0K | 0.09% | +45,786+116.4% | Added |
| Eagle Asset Management Inc | 84,849 | $584.0K | 0.00% | +7,094+9.1% | Added |
| Orbis Allan Gray Ltd | 83,138 | $573.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 75,966 | $523.0K | 0.00% | +54,739+257.9% | Added |
| Investors Research Corp | 71,854 | $495.0K | 0.17% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 71,700 | $494.0K | 0.00% | +6,000+9.1% | Added |
| Crescent Grove Advisors, LLC | 69,530 | $481.0K | 0.05% | +55,906+410.3% | Added |
| Janney Montgomery Scott LLC | 63,607 | $438.0K | 0.00% | +3,941+6.6% | Added |
| JustInvest LLC | 59,266 | $408.0K | 0.04% | −20,358−25.6% | Reduced |
| Allianz Asset Management GmbH | 58,890 | $406.0K | 0.00% | −29,693−33.5% | Reduced |
| Advisors Asset Management, Inc. | 58,291 | $402.0K | 0.01% | −14,679−20.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 56,951 | $392.0K | 0.04% | 00.0% | Unchanged |
| Qtron Investments LLC | 56,533 | $390.0K | 0.10% | −19,475−25.6% | Reduced |
| Stephens Inc | 52,266 | $360.0K | 0.01% | +52,266 | New |
| Vestmark Advisory Solutions, Inc. | 51,477 | $355.0K | 0.03% | +645+1.3% | Added |
| HRT Financial LP | 48,402 | $333.0K | 0.00% | +48,402 | New |
| Citadel Advisors LLC | 47,855 | $330.0K | 0.00% | −510,465−91.4% | Reduced |
| Kestra Advisory Services, LLC | 47,798 | $329.0K | 0.00% | +186+0.4% | Added |
| MML Investors Services, LLC | 46,994 | $324.0K | 0.00% | −16,036−25.4% | Reduced |
| Altium Wealth Management LLC | 46,246 | $319.0K | 0.02% | −10,414−18.4% | Reduced |
| Eaton Vance Management | 46,278 | $318.0K | 0.00% | −17,084−27.0% | Reduced |
| FNY Investment Advisers, LLC | 45,000 | $310.0K | 0.12% | +45,000 | New |
| Lake Street Advisors Group, LLC | 42,625 | $302.0K | 0.02% | −614−1.4% | Reduced |
| Corient Capital Partners, LLC | 42,018 | $290.0K | 0.02% | +20,133+92.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 41,479 | $286.0K | 0.07% | +252+0.6% | Added |
| Mission Wealth Management, LP | 41,362 | $285.0K | 0.02% | +920+2.3% | Added |
| Parallel Advisors, LLC | 40,966 | $282.0K | 0.01% | +2,100+5.4% | Added |
| Ellevest, Inc. | 40,704 | $280.0K | 0.03% | +25,617+169.8% | Added |
| Morningstar Investment Services LLC | 39,871 | $278.0K | 0.00% | +8,190+25.9% | Added |