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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 22,987 | $158.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 23,055 | $159.0K | 0.00% | +2,146+10.3% | Added |
| Lindbrook Capital, LLC | 23,258 | $160.0K | 0.04% | −165−0.7% | Reduced |
| HighTower Advisors, LLC | 23,778 | $162.0K | 0.00% | +4,262+21.8% | Added |
| PDS Planning, Inc | 23,683 | $163.0K | 0.04% | +5,845+32.8% | Added |
| Creative Planning | 25,647 | $177.0K | 0.00% | −18,056−41.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 25,699 | $177.0K | 0.00% | −435−1.7% | Reduced |
| West Family Investments, Inc. | 26,405 | $182.0K | 0.05% | +26,405 | New |
| Credential Qtrade Securities Inc. | 26,824 | $184.8K | 0.01% | +7,170+36.5% | Added |
| ExodusPoint Capital Management, LP | 27,710 | $191.0K | 0.00% | −55,932−66.9% | Reduced |
| JPMorgan Chase & Co | 28,174 | $194.0K | 0.00% | +2,363+9.2% | Added |
| Evergreen Capital Management LLC | 28,746 | $198.0K | 0.01% | +5,310+22.7% | Added |
| Caption Management, LLC | 30,000 | $206.0K | 0.02% | +30,000 | New |
| Private Advisor Group, LLC | 31,749 | $219.0K | 0.00% | +188+0.6% | Added |
| RNC Capital Management LLC | 31,850 | $219.0K | 0.01% | +10,375+48.3% | Added |
| Raymond James Trust N.A. | 31,967 | $220.0K | 0.01% | −5,428−14.5% | Reduced |
| Fisher Asset Management, LLC | 32,279 | $222.0K | 0.00% | −1,006−3.0% | Reduced |
| Commonwealth Equity Services, LLC | 32,437 | $223.0K | 0.00% | +18,886+139.4% | Added |
| Susquehanna Fundamental Investments, LLC | 33,051 | $228.0K | 0.00% | −12,603−27.6% | Reduced |
| Quadrant Capital Group LLC | 34,448 | $237.0K | 0.03% | −1,808−5.0% | Reduced |
| Sage Rhino Capital LLC | 35,315 | $243.0K | 0.07% | +1,616+4.8% | Added |
| Park Avenue Securities LLC | 35,487 | $245.0K | 0.01% | −982−2.7% | Reduced |
| First Republic Investment Management, Inc. | 37,259 | $257.0K | 0.00% | +10,042+36.9% | Added |
| Checchi Capital Advisers, LLC | 38,647 | $266.0K | 0.03% | −1,367−3.4% | Reduced |
| Morningstar Investment Services LLC | 39,871 | $278.0K | 0.00% | +8,190+25.9% | Added |
| Ellevest, Inc. | 40,704 | $280.0K | 0.03% | +25,617+169.8% | Added |
| Parallel Advisors, LLC | 40,966 | $282.0K | 0.01% | +2,100+5.4% | Added |
| Mission Wealth Management, LP | 41,362 | $285.0K | 0.02% | +920+2.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 41,479 | $286.0K | 0.07% | +252+0.6% | Added |
| Corient Capital Partners, LLC | 42,018 | $290.0K | 0.02% | +20,133+92.0% | Added |
| Lake Street Advisors Group, LLC | 42,625 | $302.0K | 0.02% | −614−1.4% | Reduced |
| FNY Investment Advisers, LLC | 45,000 | $310.0K | 0.12% | +45,000 | New |
| Eaton Vance Management | 46,278 | $318.0K | 0.00% | −17,084−27.0% | Reduced |
| Altium Wealth Management LLC | 46,246 | $319.0K | 0.02% | −10,414−18.4% | Reduced |
| MML Investors Services, LLC | 46,994 | $324.0K | 0.00% | −16,036−25.4% | Reduced |
| Kestra Advisory Services, LLC | 47,798 | $329.0K | 0.00% | +186+0.4% | Added |
| Citadel Advisors LLC | 47,855 | $330.0K | 0.00% | −510,465−91.4% | Reduced |
| HRT Financial LP | 48,402 | $333.0K | 0.00% | +48,402 | New |
| Vestmark Advisory Solutions, Inc. | 51,477 | $355.0K | 0.03% | +645+1.3% | Added |
| Stephens Inc | 52,266 | $360.0K | 0.01% | +52,266 | New |
| Qtron Investments LLC | 56,533 | $390.0K | 0.10% | −19,475−25.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 56,951 | $392.0K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 58,291 | $402.0K | 0.01% | −14,679−20.1% | Reduced |
| Allianz Asset Management GmbH | 58,890 | $406.0K | 0.00% | −29,693−33.5% | Reduced |
| JustInvest LLC | 59,266 | $408.0K | 0.04% | −20,358−25.6% | Reduced |
| Janney Montgomery Scott LLC | 63,607 | $438.0K | 0.00% | +3,941+6.6% | Added |
| Crescent Grove Advisors, LLC | 69,530 | $481.0K | 0.05% | +55,906+410.3% | Added |
| Boston Trust Walden Corp | 71,700 | $494.0K | 0.00% | +6,000+9.1% | Added |
| Investors Research Corp | 71,854 | $495.0K | 0.17% | 00.0% | Unchanged |
| Jane Street Group, LLC | 75,966 | $523.0K | 0.00% | +54,739+257.9% | Added |
| Orbis Allan Gray Ltd | 83,138 | $573.0K | 0.00% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 84,849 | $584.0K | 0.00% | +7,094+9.1% | Added |
| Veriti Management LLC | 85,132 | $587.0K | 0.09% | +45,786+116.4% | Added |
| Cresset Asset Management, LLC | 85,365 | $603.0K | 0.01% | −5,960−6.5% | Reduced |
| M&T Bank Corp | 90,693 | $624.0K | 0.00% | +34,239+60.6% | Added |
| Covenant Partners, LLC | 91,423 | $630.0K | 0.24% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 90,900 | $638.0K | 0.01% | +20,500+29.1% | Added |
| Verdence Capital Advisors LLC | 97,329 | $671.0K | 0.09% | +4,130+4.4% | Added |
| Sanders Capital, LLC | 97,663 | $673.0K | 0.00% | +600+0.6% | Added |
| Ritholtz Wealth Management | 107,021 | $737.0K | 0.05% | +32,918+44.4% | Added |
| Geode Capital Management, LLC | 109,042 | $751.0K | 0.00% | −5,055−4.4% | Reduced |
| The PNC Financial Services Group, Inc. | 110,832 | $764.0K | 0.00% | +2,900+2.7% | Added |
| Mercer Global Advisors Inc | 120,429 | $830.0K | 0.01% | +15,499+14.8% | Added |
| Arrowstreet Capital, Limited Partnership | 128,432 | $885.0K | 0.00% | −282,749−68.8% | Reduced |
| Wetherby Asset Management Inc | 141,471 | $975.0K | 0.06% | +8,435+6.3% | Added |
| Boston Private Wealth LLC | 141,738 | $977.0K | 0.01% | +45,977+48.0% | Added |
| Advisor Group Holdings, Inc. | 143,191 | $986.0K | 0.00% | +740+0.5% | Added |
| Ethic Inc. | 151,602 | $1.04M | 0.13% | +93,142+159.3% | Added |
| BTC Capital Management, Inc. | 166,899 | $1.15M | 0.13% | +3,056+1.9% | Added |
| BBVA USA | 175,887 | $1.21M | 0.07% | +175,887 | New |
| Guggenheim Capital LLC | 180,860 | $1.25M | 0.01% | +51,317+39.6% | Added |
| Signaturefd, LLC | 182,989 | $1.26M | 0.05% | +4,568+2.6% | Added |
| Level Four Advisory Services, LLC | 194,590 | $1.34M | 0.09% | +14,285+7.9% | Added |
| Advisor Partners LLC | 196,342 | $1.35M | 0.09% | −4,190−2.1% | Reduced |
| Susquehanna International Group, LLP | 216,431 | $1.49M | 0.00% | −198,454−47.8% | Reduced |
| Oppenheimer Asset Management Inc. | 222,616 | $1.53M | 0.02% | +7,781+3.6% | Added |
| American Century Companies Inc | 252,591 | $1.74M | 0.00% | +29,466+13.2% | Added |
| Truist Financial Corp | 308,705 | $2.13M | 0.00% | +213,313+223.6% | Added |
| Regions Financial Corp | 316,940 | $2.18M | 0.02% | +110,470+53.5% | Added |
| Millennium Management LLC | 320,663 | $2.21M | 0.00% | −17,492−5.2% | Reduced |
| Barclays PLC | 328,015 | $2.26M | 0.00% | +38,649+13.4% | Added |
| Gilman Hill Asset Management, LLC | 333,516 | $2.30M | 0.59% | −730−0.2% | Reduced |
| UBS Group AG | 343,180 | $2.37M | 0.00% | −1,200−0.3% | Reduced |
| Te Ahumairangi Investment Management Ltd | 345,990 | $2.38M | 0.31% | 00.0% | Unchanged |
| Stifel Financial Corp | 350,957 | $2.42M | 0.00% | +24,177+7.4% | Added |
| Freestone Capital Holdings, LLC | 360,267 | $2.48M | 0.12% | +11,759+3.4% | Added |
| Greenleaf Trust | 381,770 | $2.63M | 0.03% | −8,020−2.1% | Reduced |
| Brinker Capital Investments, LLC | 389,359 | $2.68M | 0.04% | +43,448+12.6% | Added |
| Comerica Bank | 401,687 | $2.73M | 0.02% | +910.0% | Added |
| SEI Investments Co | 412,999 | $2.84M | 0.01% | −1,579−0.4% | Reduced |
| Dimensional Fund Advisors LP | 427,489 | $2.94M | 0.00% | −2,169−0.5% | Reduced |
| Anderson Hoagland & Co | 438,674 | $3.02M | 0.38% | +25,914+6.3% | Added |
| O'Shaughnessy Asset Management, LLC | 487,144 | $3.36M | 0.07% | +146,348+42.9% | Added |
| Bank of Montreal | 494,335 | $3.46M | 0.00% | +444,070+883.5% | Added |
| Qube Research & Technologies Ltd | 528,325 | $3.64M | 0.05% | +117,741+28.7% | Added |
| Raymond James & Associates | 539,058 | $3.71M | 0.00% | −284,524−34.5% | Reduced |
| Ameriprise Financial Inc | 599,638 | $4.13M | 0.00% | +17,715+3.0% | Added |
| Federated Hermes, Inc. | 631,368 | $4.35M | 0.01% | +631,368 | New |
| Bank of New York Mellon Corp | 704,377 | $4.85M | 0.00% | +73,836+11.7% | Added |
| Franklin Resources Inc | 782,671 | $5.39M | 0.00% | −360,947−31.6% | Reduced |