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, Q3 2021
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Sep 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
- 236
- +13 vs. Q2 2021
- Shares held
- 124.5M
- −592.9K (−0.5%) vs. Q2 2021
- Total value
- $872.4M
- +$10.5M (+1.2%) vs. Q2 2021
- New holders
- 34
- 108 more added
- Sold out
- 21
- 54 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 12,776,562 | $89.6M | 0.10% | −196,669−1.5% | Reduced |
| Parametric Portfolio Associates LLC | 11,106,183 | $77.9M | 0.04% | +269,757+2.5% | Added |
| Cowen Investment Management LLC | 10,360,600 | $72.6M | 17.30% | 00.0% | Unchanged |
| Morgan Stanley | 8,599,207 | $60.3M | 0.01% | +67,941+0.8% | Added |
| Goldman Sachs Group Inc | 7,853,118 | $55.0M | 0.01% | +1,765,786+29.0% | Added |
| BlackRock Inc. | 7,720,487 | $54.1M | 0.00% | −232,690−2.9% | Reduced |
| Cowen and Company, LLC | 5,976,605 | $41.9M | 2.02% | −60,000−1.0% | Reduced |
| Wells Fargo & Company | 5,693,782 | $39.9M | 0.01% | +50,898+0.9% | Added |
| Bank of America Corp | 5,028,837 | $35.3M | 0.00% | −44,734−0.9% | Reduced |
| FMR LLC | 4,403,223 | $30.9M | 0.00% | −899,786−17.0% | Reduced |
| Northern Trust Corp | 4,402,725 | $30.9M | 0.01% | −1,633,462−27.1% | Reduced |
| Renaissance Technologies LLC | 4,300,470 | $30.1M | 0.04% | −932,300−17.8% | Reduced |
| Westwood Holdings Group Inc. | 2,429,934 | $17.0M | 0.19% | −204,971−7.8% | Reduced |
| Causeway Capital Management LLC | 2,288,665 | $16.0M | 0.36% | +8,329+0.4% | Added |
| Royal Bank of Canada | 1,943,060 | $13.6M | 0.00% | −1,888−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 1,857,715 | $13.0M | 0.31% | +54,773+3.0% | Added |
| Natixis Advisors, L.P. | 1,458,022 | $10.2M | 0.04% | +28,780+2.0% | Added |
| Envestnet Asset Management Inc | 1,303,626 | $9.14M | 0.01% | +178,739+15.9% | Added |
| D. E. Shaw & Co., Inc. | 1,161,256 | $8.14M | 0.01% | −381,856−24.7% | Reduced |
| Citigroup Inc | 1,153,808 | $8.09M | 0.01% | −468,269−28.9% | Reduced |
| Nuveen Asset Management, LLC | 1,137,502 | $7.97M | 0.00% | +1,137,502 | New |
| Franklin Resources Inc | 1,047,828 | $7.34M | 0.00% | +265,157+33.9% | Added |
| Russell Investments Group, Ltd. | 998,909 | $7.00M | 0.01% | −35,104−3.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 935,888 | $6.56M | 0.13% | +448,744+92.1% | Added |
| Qube Research & Technologies Ltd | 918,885 | $6.44M | 0.08% | +390,560+73.9% | Added |
| CIBC World Markets Inc. | 847,357 | $5.94M | 0.02% | +21,135+2.6% | Added |
| Bank of New York Mellon Corp | 842,793 | $5.91M | 0.00% | +138,416+19.7% | Added |
| Raymond James & Associates | 636,252 | $4.46M | 0.00% | +97,194+18.0% | Added |
| Barclays PLC | 611,901 | $4.29M | 0.00% | +283,886+86.5% | Added |
| US Bancorp | 578,322 | $4.05M | 0.01% | −540,577−48.3% | Reduced |
| Bank of Montreal | 494,022 | $3.62M | 0.00% | −313−0.1% | Reduced |
| Millennium Management LLC | 508,729 | $3.57M | 0.00% | +188,066+58.6% | Added |
| Citadel Advisors LLC | 504,483 | $3.54M | 0.00% | +456,628+954.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 499,463 | $3.44M | 0.15% | +499,463 | New |
| Dimensional Fund Advisors LP | 436,489 | $3.06M | 0.00% | +9,000+2.1% | Added |
| Anderson Hoagland & Co | 434,552 | $3.05M | 0.39% | −4,122−0.9% | Reduced |
| SEI Investments Co | 421,703 | $2.98M | 0.01% | +8,704+2.1% | Added |
| Truist Financial Corp | 395,455 | $2.77M | 0.00% | +86,750+28.1% | Added |
| Brinker Capital Investments, LLC | 389,359 | $2.68M | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 380,402 | $2.67M | 0.00% | +29,445+8.4% | Added |
| Gilman Hill Asset Management, LLC | 365,576 | $2.56M | 0.65% | +32,060+9.6% | Added |
| Regions Financial Corp | 360,923 | $2.53M | 0.02% | +43,983+13.9% | Added |
| UBS Group AG | 355,123 | $2.49M | 0.00% | +11,943+3.5% | Added |
| Te Ahumairangi Investment Management Ltd | 345,990 | $2.42M | 0.33% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 331,431 | $2.32M | 0.12% | −28,836−8.0% | Reduced |
| Greenleaf Trust | 330,789 | $2.32M | 0.03% | −50,981−13.4% | Reduced |
| Boston Private Wealth LLC | 303,917 | $2.13M | 0.03% | +162,179+114.4% | Added |
| Ameriprise Financial Inc | 296,592 | $2.08M | 0.00% | −303,046−50.5% | Reduced |
| American Century Companies Inc | 253,586 | $1.78M | 0.00% | +995+0.4% | Added |
| Guggenheim Capital LLC | 237,077 | $1.66M | 0.01% | +56,217+31.1% | Added |
| Oppenheimer Asset Management Inc. | 216,390 | $1.52M | 0.02% | −6,226−2.8% | Reduced |
| Advisor Partners LLC | 200,079 | $1.40M | 0.09% | +3,737+1.9% | Added |
| Signaturefd, LLC | 188,912 | $1.32M | 0.05% | +5,923+3.2% | Added |
| BBVA USA | 170,044 | $1.19M | 0.07% | −5,843−3.3% | Reduced |
| BTC Capital Management, Inc. | 169,013 | $1.19M | 0.13% | +2,114+1.3% | Added |
| Susquehanna Fundamental Investments, LLC | 147,913 | $1.04M | 0.02% | +114,862+347.5% | Added |
| Ethic Inc. | 144,933 | $1.02M | 0.10% | −6,669−4.4% | Reduced |
| West Family Investments, Inc. | 144,450 | $1.01M | 0.27% | +118,045+447.1% | Added |
| Susquehanna International Group, LLP | 143,793 | $1.01M | 0.00% | −72,638−33.6% | Reduced |
| Wetherby Asset Management Inc | 138,121 | $968.0K | 0.06% | −3,350−2.4% | Reduced |
| Mercer Global Advisors Inc | 135,565 | $950.0K | 0.01% | +15,136+12.6% | Added |
| Advisor Group Holdings, Inc. | 131,309 | $921.0K | 0.00% | −11,882−8.3% | Reduced |
| Ritholtz Wealth Management | 129,862 | $910.0K | 0.06% | +22,841+21.3% | Added |
| Comerica Bank | 130,390 | $883.0K | 0.01% | −271,297−67.5% | Reduced |
| M&T Bank Corp | 124,682 | $874.0K | 0.00% | +33,989+37.5% | Added |
| The PNC Financial Services Group, Inc. | 120,917 | $847.0K | 0.00% | +10,085+9.1% | Added |
| Geode Capital Management, LLC | 107,055 | $750.0K | 0.00% | −1,987−1.8% | Reduced |
| Verdence Capital Advisors LLC | 103,771 | $727.0K | 0.10% | +6,442+6.6% | Added |
| Sanders Capital, LLC | 97,663 | $685.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 93,554 | $656.0K | 0.01% | +8,189+9.6% | Added |
| Covenant Partners, LLC | 91,423 | $641.0K | 0.25% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 90,900 | $637.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 87,972 | $617.0K | 0.01% | +29,681+50.9% | Added |
| Eagle Asset Management Inc | 84,977 | $595.0K | 0.00% | +128+0.2% | Added |
| Orbis Allan Gray Ltd | 83,138 | $583.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 78,793 | $552.0K | 0.01% | +51,083+184.3% | Added |
| Private Advisor Group, LLC | 73,514 | $514.0K | 0.00% | +41,765+131.5% | Added |
| Investors Research Corp | 71,854 | $504.0K | 0.17% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 71,700 | $503.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 70,123 | $492.0K | 0.01% | +17,857+34.2% | Added |
| Crescent Grove Advisors, LLC | 70,000 | $491.0K | 0.05% | +470+0.7% | Added |
| Schonfeld Strategic Advisors LLC | 70,039 | $491.0K | 0.01% | +70,039 | New |
| Qtron Investments LLC | 68,111 | $477.0K | 0.13% | +11,578+20.5% | Added |
| Veriti Management LLC | 66,617 | $467.0K | 0.07% | −18,515−21.7% | Reduced |
| JustInvest LLC | 65,916 | $462.0K | 0.04% | +6,650+11.2% | Added |
| Janney Montgomery Scott LLC | 65,673 | $460.0K | 0.00% | +2,066+3.2% | Added |
| Mount Yale Investment Advisors, LLC | 62,913 | $441.0K | 0.05% | +62,913 | New |
| Allianz Asset Management GmbH | 58,890 | $413.0K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 57,332 | $402.0K | 0.04% | +381+0.7% | Added |
| Vestmark Advisory Solutions, Inc. | 53,972 | $378.0K | 0.03% | +2,495+4.8% | Added |
| Kestra Advisory Services, LLC | 52,378 | $367.0K | 0.00% | +4,580+9.6% | Added |
| MML Investors Services, LLC | 51,507 | $361.0K | 0.00% | +4,513+9.6% | Added |
| Corient Capital Partners, LLC | 50,433 | $354.0K | 0.03% | +8,415+20.0% | Added |
| Morningstar Investment Services LLC | 48,535 | $352.0K | 0.00% | +8,664+21.7% | Added |
| Creative Planning | 46,834 | $328.0K | 0.00% | +21,187+82.6% | Added |
| Altium Wealth Management LLC | 45,727 | $321.0K | 0.02% | −519−1.1% | Reduced |
| First Republic Investment Management, Inc. | 44,996 | $315.0K | 0.00% | +7,737+20.8% | Added |
| Parallel Advisors, LLC | 43,362 | $304.0K | 0.01% | +2,396+5.8% | Added |
| Quadrant Capital Group LLC | 42,286 | $296.0K | 0.04% | +7,838+22.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 41,725 | $292.0K | 0.06% | +246+0.6% | Added |