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 |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 59 | $0 | 0.00% | +1+1.7% | Added |
| Eagle Bay Advisors LLC | 90 | $1.00K | 0.00% | −1,602−94.7% | Reduced |
| Evoke Wealth, LLC | 250 | $1.00K | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 138 | $1.00K | 0.00% | +1+0.7% | Added |
| Retirement Group, LLC | 210 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 206 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 80 | $1.00K | 0.00% | +80 | New |
| Eaton Vance Management | 44,604 | $2.00K | 0.00% | −1,674−3.6% | Reduced |
| NEXT Financial Group, Inc | 253 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 170 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 234 | $2.00K | 0.00% | +121+107.1% | Added |
| Brown Brothers Harriman & Co | 385 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 423 | $3.00K | 0.00% | +423 | New |
| Cahill Financial Advisors Inc | 400 | $3.00K | 0.00% | +400 | New |
| Creative Financial Designs Inc | 576 | $4.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 693 | $5.00K | 0.00% | −5,630−89.0% | Reduced |
| Better Money Decisions, LLC | 654 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 798 | $6.00K | 0.00% | −1,983−71.3% | Reduced |
| FinTrust Capital Advisors, LLC | 879 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 805 | $6.00K | 0.00% | +805 | New |
| Washington Trust Co | 991 | $7.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,032 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,076 | $7.00K | 0.00% | +262+32.2% | Added |
| Gemmer Asset Management LLC | 932 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,208 | $8.00K | 0.00% | +313+35.0% | Added |
| Vigilant Capital Management, LLC | 1,227 | $9.00K | 0.00% | +1,227 | New |
| Federation des caisses Desjardins du Quebec | 1,340 | $9.39K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,556 | $10.0K | 0.00% | −1,005−39.2% | Reduced |
| Atlas Private Wealth Advisors | 1,410 | $10.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,492 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,674 | $11.0K | 0.00% | +103+6.6% | Added |
| JNBA Financial Advisors | 1,699 | $12.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,714 | $12.0K | 0.00% | +1,713+171,300.0% | Added |
| Glassman Wealth Services | 1,849 | $13.0K | 0.00% | +242+15.1% | Added |
| Global Retirement Partners, LLC | 1,898 | $13.0K | 0.00% | +894+89.0% | Added |
| Manchester Capital Management LLC | 1,814 | $13.0K | 0.00% | +1,151+173.6% | Added |
| Syverson Strege & Co | 1,904 | $13.0K | 0.01% | +1,904 | New |
| Enterprise Trust & Investment Co | 2,062 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,016 | $14.0K | 0.00% | +1,883+1,415.8% | Added |
| Farmers & Merchants Investments Inc | 2,161 | $15.0K | 0.00% | +2,161 | New |
| Gerber Kawasaki Wealth & Investment Management | 2,318 | $16.0K | 0.00% | +2,318 | New |
| Column Capital Advisors, LLC | 2,478 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,433 | $17.0K | 0.00% | +1,314+117.4% | Added |
| MUFG Americas Holdings Corp | 2,438 | $17.0K | 0.00% | +2,438 | New |
| AdvisorNet Financial, Inc | 2,872 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,900 | $20.0K | 0.00% | +2,900 | New |
| TD Ameritrade Investment Management, LLC | 4,263 | $24.0K | 0.00% | +1,361+46.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,458 | $24.0K | 0.00% | +585+20.4% | Added |
| Front Row Advisors LLC | 3,600 | $25.0K | 0.01% | +900+33.3% | Added |
| American Portfolios Advisors | 3,649 | $25.6K | 0.00% | +239+7.0% | Added |
| Steward Partners Investment Advisory, LLC | 3,728 | $26.0K | 0.00% | −5,707−60.5% | Reduced |
| Rosenberg Matthew Hamilton | 3,714 | $26.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,728 | $26.0K | 0.00% | +28+0.8% | Added |
| Assetmark, Inc | 3,991 | $28.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,015 | $28.0K | 0.01% | +4,015 | New |
| Hexagon Capital Partners LLC | 4,447 | $31.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 6,498 | $45.0K | 0.01% | +131+2.1% | Added |
| JJJ Advisors Inc. | 6,950 | $49.0K | 0.02% | +595+9.4% | Added |
| Bessemer Group Inc | 9,238 | $65.0K | 0.00% | +20.0% | Added |
| Simplex Trading, LLC | 9,846 | $68.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 10,159 | $71.0K | 0.01% | −30,545−75.0% | Reduced |
| Boston Partners | 10,087 | $71.0K | 0.00% | −2,146−17.5% | Reduced |
| Thrivent Financial for Lutherans | 10,755 | $74.0K | 0.00% | −1,649−13.3% | Reduced |
| Peapack Gladstone Financial Corp | 10,533 | $74.0K | 0.00% | +195+1.9% | Added |
| Squarepoint Ops LLC | 10,977 | $77.0K | 0.00% | −1,828−14.3% | Reduced |
| BSW Wealth Partners | 11,001 | $77.0K | 0.02% | +11,001 | New |
| Zions Bancorporation, N.A. | 11,156 | $78.0K | 0.01% | +6,717+151.3% | Added |
| Rockefeller Capital Management L.P. | 11,414 | $79.0K | 0.00% | +5,374+89.0% | Added |
| Intersect Capital LLC | 11,889 | $83.0K | 0.01% | +11,889 | New |
| Rhumbline Advisers | 11,920 | $84.0K | 0.00% | +11,920 | New |
| CAPROCK Group, Inc. | 12,225 | $86.0K | 0.01% | −1,146−8.6% | Reduced |
| Keel Point, LLC | 12,393 | $87.0K | 0.01% | +111+0.9% | Added |
| Optas, LLC | 12,339 | $87.0K | 0.03% | +42+0.3% | Added |
| Park National Corp | 13,181 | $92.0K | 0.00% | +13,181 | New |
| Private Capital Group, LLC | 13,354 | $94.0K | 0.02% | −599−4.3% | Reduced |
| Dana Investment Advisors, Inc. | 13,415 | $94.0K | 0.00% | +78+0.6% | Added |
| Wealthspire Advisors, LLC | 13,538 | $95.0K | 0.00% | +13,538 | New |
| State Street Corp | 13,954 | $98.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 14,127 | $99.0K | 0.00% | +3,156+28.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,204 | $100.0K | 0.00% | −669−4.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 14,257 | $100.0K | 0.01% | +217+1.5% | Added |
| FDx Advisors, Inc. | 14,238 | $100.0K | 0.00% | +14,238 | New |
| Marks Group Wealth Management, Inc | 14,394 | $101.0K | 0.01% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 14,787 | $104.0K | 0.04% | +3,095+26.5% | Added |
| Pathstone Family Office, LLC | 15,130 | $105.0K | 0.00% | +15,130 | New |
| CWM Advisors, LLC | 15,356 | $108.0K | 0.01% | +826+5.7% | Added |
| Fieldpoint Private Securities, LLC | 15,402 | $108.0K | 0.02% | +2,737+21.6% | Added |
| Cetera Investment Advisers | 15,974 | $112.0K | 0.00% | +5,254+49.0% | Added |
| Balentine LLC | 16,155 | $113.0K | 0.00% | −1,214−7.0% | Reduced |
| EP Wealth Advisors, LLC | 16,514 | $116.0K | 0.00% | +2,793+20.4% | Added |
| Gsa Capital Partners LLP | 17,154 | $120.0K | 0.01% | +17,154 | New |
| Evergreen Capital Management LLC | 17,238 | $121.0K | 0.01% | −11,508−40.0% | Reduced |
| Ballentine Partners, LLC | 18,058 | $127.0K | 0.00% | −1,995−9.9% | Reduced |
| Pzena Investment Management LLC | 18,154 | $127.0K | 0.00% | +18,154 | New |
| Clarius Group, LLC | 18,454 | $129.0K | 0.01% | +6,188+50.4% | Added |
| Snowden Capital Advisors LLC | 18,890 | $132.4K | 0.01% | +458+2.5% | Added |
| Rehmann Capital Advisory Group | 18,940 | $132.8K | 0.01% | +1,101+6.2% | Added |
| Altfest L J & Co Inc | 18,998 | $133.0K | 0.03% | +182+1.0% | Added |
| Eqis Capital Management, Inc. | 19,550 | $137.0K | 0.01% | +19,550 | New |