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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 38,647 | $266.0K | 0.03% | −1,367−3.4% | Reduced |
| First Republic Investment Management, Inc. | 37,259 | $257.0K | 0.00% | +10,042+36.9% | Added |
| Park Avenue Securities LLC | 35,487 | $245.0K | 0.01% | −982−2.7% | Reduced |
| Sage Rhino Capital LLC | 35,315 | $243.0K | 0.07% | +1,616+4.8% | Added |
| Quadrant Capital Group LLC | 34,448 | $237.0K | 0.03% | −1,808−5.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 33,051 | $228.0K | 0.00% | −12,603−27.6% | Reduced |
| Commonwealth Equity Services, LLC | 32,437 | $223.0K | 0.00% | +18,886+139.4% | Added |
| Fisher Asset Management, LLC | 32,279 | $222.0K | 0.00% | −1,006−3.0% | Reduced |
| Raymond James Trust N.A. | 31,967 | $220.0K | 0.01% | −5,428−14.5% | Reduced |
| 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 |
| Caption Management, LLC | 30,000 | $206.0K | 0.02% | +30,000 | New |
| Evergreen Capital Management LLC | 28,746 | $198.0K | 0.01% | +5,310+22.7% | Added |
| JPMorgan Chase & Co | 28,174 | $194.0K | 0.00% | +2,363+9.2% | Added |
| ExodusPoint Capital Management, LP | 27,710 | $191.0K | 0.00% | −55,932−66.9% | Reduced |
| Credential Qtrade Securities Inc. | 26,824 | $184.8K | 0.01% | +7,170+36.5% | Added |
| West Family Investments, Inc. | 26,405 | $182.0K | 0.05% | +26,405 | New |
| 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 |
| PDS Planning, Inc | 23,683 | $163.0K | 0.04% | +5,845+32.8% | Added |
| HighTower Advisors, LLC | 23,778 | $162.0K | 0.00% | +4,262+21.8% | Added |
| Lindbrook Capital, LLC | 23,258 | $160.0K | 0.04% | −165−0.7% | Reduced |
| Captrust Financial Advisors | 23,055 | $159.0K | 0.00% | +2,146+10.3% | Added |
| Harbor Investment Advisory, LLC | 22,987 | $158.0K | 0.02% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 22,367 | $154.0K | 0.02% | +22,367 | New |
| Hancock Whitney Corp | 22,180 | $153.0K | 0.00% | +6,409+40.6% | Added |
| Atlas Capital Advisors LLC | 21,844 | $150.5K | 0.03% | +1,892+9.5% | Added |
| New York State Common Retirement Fund | 20,958 | $144.0K | 0.00% | 00.0% | Unchanged |
| BancorpSouth Bank | 20,237 | $139.0K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 20,053 | $138.0K | 0.00% | +1,401+7.5% | Added |
| TD Private Client Wealth LLC | 19,999 | $137.8K | 0.01% | −1,243−5.9% | Reduced |
| Prudent Man Advisors, LLC | 19,673 | $136.0K | 0.05% | +614+3.2% | Added |
| Altfest L J & Co Inc | 18,816 | $130.0K | 0.03% | +1,502+8.7% | Added |
| Snowden Capital Advisors LLC | 18,432 | $127.0K | 0.01% | +1,935+11.7% | Added |
| Rehmann Capital Advisory Group | 17,839 | $122.8K | 0.01% | −500−2.7% | Reduced |
| Prudential Financial Inc | 17,768 | $122.0K | 0.00% | +1,144+6.9% | Added |
| Balentine LLC | 17,369 | $120.0K | 0.00% | +10+0.1% | Added |
| LPL Financial LLC | 16,089 | $111.0K | 0.00% | −241−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,873 | $102.0K | 0.00% | −1,031−6.5% | Reduced |
| CWM Advisors, LLC | 14,530 | $100.0K | 0.01% | +603+4.3% | Added |
| Marks Group Wealth Management, Inc | 14,394 | $99.0K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 14,040 | $97.0K | 0.01% | +518+3.8% | 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 |
| EP Wealth Advisors, LLC | 13,721 | $95.0K | 0.00% | +2,722+24.7% | Added |
| CAPROCK Group, Inc. | 13,371 | $94.0K | 0.01% | +1,440+12.1% | Added |
| Dana Investment Advisors, Inc. | 13,337 | $92.0K | 0.00% | −1,546−10.4% | Reduced |
| Squarepoint Ops LLC | 12,805 | $88.0K | 0.00% | +12,805 | New |
| Fieldpoint Private Securities, LLC | 12,665 | $87.0K | 0.02% | −125−1.0% | Reduced |
| 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 |
| 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 |
| Keudell/Morrison Wealth Management | 11,692 | $81.0K | 0.04% | +11,692 | New |
| 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 |
| MAI Capital Management | 10,971 | $76.0K | 0.00% | −257−2.3% | Reduced |
| Cetera Investment Advisers | 10,720 | $74.0K | 0.00% | +10,720 | New |
| 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 |
| Peapack Gladstone Financial Corp | 10,338 | $71.0K | 0.00% | +53+0.5% | Added |
| Simplex Trading, LLC | 9,846 | $67.0K | 0.00% | −33−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,435 | $65.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 9,236 | $64.0K | 0.00% | +2,492+37.0% | Added |
| Deutsche Bank AG | 8,474 | $58.0K | 0.00% | −3,300−28.0% | Reduced |
| 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 |
| Berman Capital Advisors, LLC | 6,367 | $43.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,040 | $41.0K | 0.00% | +964+19.0% | Added |
| 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 |
| Assetmark, Inc | 3,991 | $27.0K | 0.00% | −65−1.6% | Reduced |
| Rosenberg Matthew Hamilton | 3,714 | $26.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,700 | $25.0K | 0.00% | +16+0.4% | Added |
| American Portfolios Advisors | 3,410 | $23.5K | 0.00% | 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 |
| Pinnacle Bancorp, Inc. | 2,781 | $19.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2,700 | $18.0K | 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 |
| Enterprise Trust & Investment Co | 2,062 | $14.0K | 0.01% | 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 |
| JNBA Financial Advisors | 1,699 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 1,340 | $9.23K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,119 | $8.00K | 0.00% | −778−41.0% | Reduced |
| 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 |