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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 19,624 | $137.6K | 0.01% | −375−1.9% | Reduced |
| Hancock Whitney Corp | 19,698 | $138.0K | 0.00% | −2,482−11.2% | Reduced |
| Prudent Man Advisors, LLC | 19,673 | $138.0K | 0.05% | 00.0% | Unchanged |
| StoneX Group Inc. | 20,170 | $141.0K | 0.02% | +20,170 | New |
| Federated Hermes, Inc. | 20,588 | $144.0K | 0.00% | −610,780−96.7% | Reduced |
| Prudential Financial Inc | 19,945 | $144.0K | 0.00% | +2,177+12.3% | Added |
| Dynamic Technology Lab Private Ltd | 20,812 | $146.0K | 0.02% | +20,812 | New |
| PDS Planning, Inc | 21,528 | $151.0K | 0.03% | −2,155−9.1% | Reduced |
| Botty Investors LLC | 21,545 | $151.0K | 0.05% | +21,545 | New |
| LPL Financial LLC | 22,499 | $158.0K | 0.00% | +6,410+39.8% | Added |
| Harbor Investment Advisory, LLC | 22,987 | $161.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 23,326 | $163.5K | 0.03% | +1,482+6.8% | Added |
| Lindbrook Capital, LLC | 24,483 | $172.0K | 0.05% | +1,225+5.3% | Added |
| Vanguard Capital Wealth Advisors | 24,601 | $172.0K | 0.13% | +24,601 | New |
| Kore Private Wealth LLC | 24,613 | $173.0K | 0.02% | +2,246+10.0% | Added |
| Virtu Financial LLC | 25,644 | $180.0K | 0.02% | +25,644 | New |
| Captrust Financial Advisors | 26,069 | $183.0K | 0.00% | +3,014+13.1% | Added |
| HighTower Advisors, LLC | 27,044 | $189.0K | 0.00% | +3,266+13.7% | Added |
| Fisher Asset Management, LLC | 28,763 | $202.0K | 0.00% | −3,516−10.9% | Reduced |
| Raymond James Trust N.A. | 28,866 | $202.0K | 0.01% | −3,101−9.7% | Reduced |
| Credential Qtrade Securities Inc. | 29,760 | $208.6K | 0.02% | +2,936+10.9% | Added |
| Caption Management, LLC | 30,000 | $210.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 30,315 | $213.0K | 0.00% | +30,315 | New |
| JPMorgan Chase & Co | 30,519 | $215.0K | 0.00% | +2,345+8.3% | Added |
| HRT Financial LP | 32,124 | $225.0K | 0.00% | −16,278−33.6% | Reduced |
| New York State Common Retirement Fund | 32,536 | $228.0K | 0.00% | +11,578+55.2% | Added |
| Sage Rhino Capital LLC | 34,867 | $244.0K | 0.07% | −448−1.3% | Reduced |
| RNC Capital Management LLC | 35,450 | $249.0K | 0.01% | +3,600+11.3% | Added |
| Park Avenue Securities LLC | 37,281 | $261.0K | 0.01% | +1,794+5.1% | Added |
| Commonwealth Equity Services, LLC | 37,582 | $263.0K | 0.00% | +5,145+15.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 37,621 | $264.0K | 0.05% | +37,621 | New |
| Bokf, NA | 38,133 | $267.0K | 0.00% | +38,133 | New |
| Checchi Capital Advisers, LLC | 38,523 | $270.0K | 0.03% | −124−0.3% | Reduced |
| DCM Advisors, LLC | 40,000 | $280.0K | 0.11% | +40,000 | New |
| Mission Wealth Management, LP | 40,757 | $286.0K | 0.01% | −605−1.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 41,725 | $292.0K | 0.06% | +246+0.6% | Added |
| Quadrant Capital Group LLC | 42,286 | $296.0K | 0.04% | +7,838+22.8% | Added |
| Parallel Advisors, LLC | 43,362 | $304.0K | 0.01% | +2,396+5.8% | Added |
| First Republic Investment Management, Inc. | 44,996 | $315.0K | 0.00% | +7,737+20.8% | Added |
| Altium Wealth Management LLC | 45,727 | $321.0K | 0.02% | −519−1.1% | Reduced |
| Creative Planning | 46,834 | $328.0K | 0.00% | +21,187+82.6% | Added |
| Morningstar Investment Services LLC | 48,535 | $352.0K | 0.00% | +8,664+21.7% | Added |
| Corient Capital Partners, LLC | 50,433 | $354.0K | 0.03% | +8,415+20.0% | Added |
| MML Investors Services, LLC | 51,507 | $361.0K | 0.00% | +4,513+9.6% | Added |
| Kestra Advisory Services, LLC | 52,378 | $367.0K | 0.00% | +4,580+9.6% | Added |
| Vestmark Advisory Solutions, Inc. | 53,972 | $378.0K | 0.03% | +2,495+4.8% | Added |
| Dorsey & Whitney Trust CO LLC | 57,332 | $402.0K | 0.04% | +381+0.7% | Added |
| Allianz Asset Management GmbH | 58,890 | $413.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 62,913 | $441.0K | 0.05% | +62,913 | New |
| Janney Montgomery Scott LLC | 65,673 | $460.0K | 0.00% | +2,066+3.2% | Added |
| JustInvest LLC | 65,916 | $462.0K | 0.04% | +6,650+11.2% | Added |
| Veriti Management LLC | 66,617 | $467.0K | 0.07% | −18,515−21.7% | Reduced |
| Qtron Investments LLC | 68,111 | $477.0K | 0.13% | +11,578+20.5% | 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 |
| Stephens Inc | 70,123 | $492.0K | 0.01% | +17,857+34.2% | Added |
| Boston Trust Walden Corp | 71,700 | $503.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 71,854 | $504.0K | 0.17% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 73,514 | $514.0K | 0.00% | +41,765+131.5% | Added |
| ExodusPoint Capital Management, LP | 78,793 | $552.0K | 0.01% | +51,083+184.3% | Added |
| Orbis Allan Gray Ltd | 83,138 | $583.0K | 0.00% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 84,977 | $595.0K | 0.00% | +128+0.2% | Added |
| Advisors Asset Management, Inc. | 87,972 | $617.0K | 0.01% | +29,681+50.9% | Added |
| Johnson Investment Counsel Inc | 90,900 | $637.0K | 0.01% | 00.0% | Unchanged |
| Covenant Partners, LLC | 91,423 | $641.0K | 0.25% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 93,554 | $656.0K | 0.01% | +8,189+9.6% | Added |
| Sanders Capital, LLC | 97,663 | $685.0K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 103,771 | $727.0K | 0.10% | +6,442+6.6% | Added |
| Geode Capital Management, LLC | 107,055 | $750.0K | 0.00% | −1,987−1.8% | Reduced |
| The PNC Financial Services Group, Inc. | 120,917 | $847.0K | 0.00% | +10,085+9.1% | Added |
| M&T Bank Corp | 124,682 | $874.0K | 0.00% | +33,989+37.5% | Added |
| Comerica Bank | 130,390 | $883.0K | 0.01% | −271,297−67.5% | Reduced |
| Ritholtz Wealth Management | 129,862 | $910.0K | 0.06% | +22,841+21.3% | Added |
| Advisor Group Holdings, Inc. | 131,309 | $921.0K | 0.00% | −11,882−8.3% | Reduced |
| Mercer Global Advisors Inc | 135,565 | $950.0K | 0.01% | +15,136+12.6% | Added |
| Wetherby Asset Management Inc | 138,121 | $968.0K | 0.06% | −3,350−2.4% | Reduced |
| Susquehanna International Group, LLP | 143,793 | $1.01M | 0.00% | −72,638−33.6% | Reduced |
| West Family Investments, Inc. | 144,450 | $1.01M | 0.27% | +118,045+447.1% | Added |
| Ethic Inc. | 144,933 | $1.02M | 0.10% | −6,669−4.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 147,913 | $1.04M | 0.02% | +114,862+347.5% | Added |
| BTC Capital Management, Inc. | 169,013 | $1.19M | 0.13% | +2,114+1.3% | Added |
| BBVA USA | 170,044 | $1.19M | 0.07% | −5,843−3.3% | Reduced |
| Signaturefd, LLC | 188,912 | $1.32M | 0.05% | +5,923+3.2% | Added |
| Advisor Partners LLC | 200,079 | $1.40M | 0.09% | +3,737+1.9% | Added |
| Oppenheimer Asset Management Inc. | 216,390 | $1.52M | 0.02% | −6,226−2.8% | Reduced |
| Guggenheim Capital LLC | 237,077 | $1.66M | 0.01% | +56,217+31.1% | Added |
| American Century Companies Inc | 253,586 | $1.78M | 0.00% | +995+0.4% | Added |
| Ameriprise Financial Inc | 296,592 | $2.08M | 0.00% | −303,046−50.5% | Reduced |
| Boston Private Wealth LLC | 303,917 | $2.13M | 0.03% | +162,179+114.4% | Added |
| Greenleaf Trust | 330,789 | $2.32M | 0.03% | −50,981−13.4% | Reduced |
| Freestone Capital Holdings, LLC | 331,431 | $2.32M | 0.12% | −28,836−8.0% | Reduced |
| Te Ahumairangi Investment Management Ltd | 345,990 | $2.42M | 0.33% | 00.0% | Unchanged |
| UBS Group AG | 355,123 | $2.49M | 0.00% | +11,943+3.5% | Added |
| Regions Financial Corp | 360,923 | $2.53M | 0.02% | +43,983+13.9% | Added |
| Gilman Hill Asset Management, LLC | 365,576 | $2.56M | 0.65% | +32,060+9.6% | Added |
| Stifel Financial Corp | 380,402 | $2.67M | 0.00% | +29,445+8.4% | Added |
| Brinker Capital Investments, LLC | 389,359 | $2.68M | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 395,455 | $2.77M | 0.00% | +86,750+28.1% | Added |
| SEI Investments Co | 421,703 | $2.98M | 0.01% | +8,704+2.1% | Added |
| Anderson Hoagland & Co | 434,552 | $3.05M | 0.39% | −4,122−0.9% | Reduced |