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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 58 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 133 | $1.00K | 0.00% | −556−80.7% | Reduced |
| Retirement Group, LLC | 210 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 174 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 113 | $1.00K | 0.00% | −63−35.8% | Reduced |
| Concord Wealth Partners | 206 | $1.00K | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 137 | $1.00K | 0.00% | +131+2,183.3% | Added |
| Bartlett & Co. Wealth Management LLC | 174 | $1.23K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 253 | $2.00K | 0.00% | −245−49.2% | Reduced |
| IFP Advisors, Inc | 170 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 256 | $2.00K | 0.00% | +256 | New |
| Motco | 470 | $3.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 385 | $3.00K | 0.00% | +385 | New |
| Creative Financial Designs Inc | 576 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 769 | $5.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 654 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 663 | $5.00K | 0.00% | +663 | New |
| FinTrust Capital Advisors, LLC | 879 | $6.00K | 0.00% | −333−27.5% | Reduced |
| Gemmer Asset Management LLC | 932 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 895 | $6.00K | 0.00% | +695+347.5% | Added |
| Northwestern Mutual Wealth Management Co | 814 | $6.00K | 0.00% | +814 | New |
| Washington Trust Co | 991 | $7.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,032 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 965 | $7.00K | 0.00% | +965 | New |
| Global Retirement Partners, LLC | 1,004 | $7.00K | 0.00% | +1,004 | New |
| Fifth Third Bancorp | 1,119 | $8.00K | 0.00% | −778−41.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,340 | $9.23K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,492 | $10.0K | 0.00% | −615−29.2% | Reduced |
| Carroll Financial Associates, Inc. | 1,571 | $10.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,410 | $10.0K | 0.01% | +1,400+14,000.0% | Added |
| Glassman Wealth Services | 1,607 | $11.0K | 0.00% | +8+0.5% | Added |
| Savior LLC | 1,553 | $11.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,534 | $11.0K | 0.00% | +1,534 | New |
| JNBA Financial Advisors | 1,699 | $12.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,829 | $13.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,692 | $13.0K | 0.01% | +1,692 | New |
| Enterprise Trust & Investment Co | 2,062 | $14.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,478 | $17.0K | 0.00% | −104−4.0% | Reduced |
| First Horizon Advisors, Inc. | 2,561 | $17.0K | 0.00% | +2,076+428.0% | Added |
| Front Row Advisors LLC | 2,700 | $18.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,781 | $19.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 2,902 | $20.0K | 0.00% | −1,812−38.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,873 | $20.0K | 0.00% | −740−20.5% | Reduced |
| AdvisorNet Financial, Inc | 2,872 | $20.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,410 | $23.5K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,700 | $25.0K | 0.00% | +16+0.4% | Added |
| Rosenberg Matthew Hamilton | 3,714 | $26.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 3,991 | $27.0K | 0.00% | −65−1.6% | Reduced |
| Zions Bancorporation, N.A. | 4,439 | $31.0K | 0.00% | −138−3.0% | Reduced |
| Hexagon Capital Partners LLC | 4,447 | $31.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,040 | $41.0K | 0.00% | +964+19.0% | Added |
| Berman Capital Advisors, LLC | 6,367 | $43.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6,355 | $44.0K | 0.02% | −1,025−13.9% | Reduced |
| Enterprise Financial Services Corp | 6,323 | $44.0K | 0.01% | −130−2.0% | Reduced |
| Deutsche Bank AG | 8,474 | $58.0K | 0.00% | −3,300−28.0% | Reduced |
| Bessemer Group Inc | 9,236 | $64.0K | 0.00% | +2,492+37.0% | Added |
| Steward Partners Investment Advisory, LLC | 9,435 | $65.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 9,846 | $67.0K | 0.00% | −33−0.3% | Reduced |
| Peapack Gladstone Financial Corp | 10,338 | $71.0K | 0.00% | +53+0.5% | Added |
| Two Sigma Securities, LLC | 10,379 | $72.0K | 0.02% | −9,609−48.1% | Reduced |
| PNC Managed Account Solutions, Inc. | 10,441 | $72.0K | 0.01% | +10,441 | New |
| Cetera Investment Advisers | 10,720 | $74.0K | 0.00% | +10,720 | New |
| MAI Capital Management | 10,971 | $76.0K | 0.00% | −257−2.3% | Reduced |
| Sequoia Financial Advisors, LLC | 11,275 | $78.0K | 0.00% | +119+1.1% | Added |
| Inspire Advisors, LLC | 11,303 | $78.0K | 0.03% | +584+5.4% | Added |
| Keudell/Morrison Wealth Management | 11,692 | $81.0K | 0.04% | +11,692 | New |
| Optas, LLC | 12,297 | $84.0K | 0.02% | +308+2.6% | Added |
| Boston Partners | 12,233 | $84.0K | 0.00% | +1,386+12.8% | Added |
| Keel Point, LLC | 12,282 | $85.0K | 0.01% | −1,606−11.6% | Reduced |
| Clarius Group, LLC | 12,266 | $85.0K | 0.01% | +1,001+8.9% | Added |
| Thrivent Financial for Lutherans | 12,404 | $85.0K | 0.00% | +1,649+15.3% | Added |
| Fieldpoint Private Securities, LLC | 12,665 | $87.0K | 0.02% | −125−1.0% | Reduced |
| Squarepoint Ops LLC | 12,805 | $88.0K | 0.00% | +12,805 | New |
| Dana Investment Advisors, Inc. | 13,337 | $92.0K | 0.00% | −1,546−10.4% | Reduced |
| CAPROCK Group, Inc. | 13,371 | $94.0K | 0.01% | +1,440+12.1% | Added |
| EP Wealth Advisors, LLC | 13,721 | $95.0K | 0.00% | +2,722+24.7% | Added |
| State Street Corp | 13,954 | $96.0K | 0.00% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 13,890 | $96.0K | 0.06% | 00.0% | Unchanged |
| Private Capital Group, LLC | 13,953 | $96.0K | 0.02% | +1,044+8.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 14,040 | $97.0K | 0.01% | +518+3.8% | Added |
| Marks Group Wealth Management, Inc | 14,394 | $99.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 14,530 | $100.0K | 0.01% | +603+4.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,873 | $102.0K | 0.00% | −1,031−6.5% | Reduced |
| LPL Financial LLC | 16,089 | $111.0K | 0.00% | −241−1.5% | Reduced |
| Balentine LLC | 17,369 | $120.0K | 0.00% | +10+0.1% | Added |
| Prudential Financial Inc | 17,768 | $122.0K | 0.00% | +1,144+6.9% | Added |
| Rehmann Capital Advisory Group | 17,839 | $122.8K | 0.01% | −500−2.7% | Reduced |
| Snowden Capital Advisors LLC | 18,432 | $127.0K | 0.01% | +1,935+11.7% | Added |
| Altfest L J & Co Inc | 18,816 | $130.0K | 0.03% | +1,502+8.7% | Added |
| Prudent Man Advisors, LLC | 19,673 | $136.0K | 0.05% | +614+3.2% | Added |
| TD Private Client Wealth LLC | 19,999 | $137.8K | 0.01% | −1,243−5.9% | Reduced |
| Ballentine Partners, LLC | 20,053 | $138.0K | 0.00% | +1,401+7.5% | Added |
| BancorpSouth Bank | 20,237 | $139.0K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 20,958 | $144.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 21,844 | $150.5K | 0.03% | +1,892+9.5% | Added |
| Hancock Whitney Corp | 22,180 | $153.0K | 0.00% | +6,409+40.6% | Added |
| Kore Private Wealth LLC | 22,367 | $154.0K | 0.02% | +22,367 | New |