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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Creative Financial Designs Inc | 576 | $4.00K | 0.00% | 00.0% | Unchanged |
| Motco | 470 | $3.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 385 | $3.00K | 0.00% | +385 | New |
| 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 |
| Bartlett & Co. Wealth Management LLC | 174 | $1.23K | 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 |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 58 | $0 | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 24 | – | – | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −419,830−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −114,748−100.0% | Sold out |
| Mountain Capital Investment Advisors, Inc | 0 | $0 | 0.00% | −75,149−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −39,937−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −20,948−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −18,889−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −14,691−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −13,081−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,963−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −11,342−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,206−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −10,527−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,422−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,020−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,420−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −1,238−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| WealthStone, Inc. | – | – | – | – | Not filed |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |
| Bokf, NA | – | – | – | – | Not filed |