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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 40,757 | $286.0K | 0.01% | −605−1.5% | Reduced |
| DCM Advisors, LLC | 40,000 | $280.0K | 0.11% | +40,000 | New |
| Checchi Capital Advisers, LLC | 38,523 | $270.0K | 0.03% | −124−0.3% | Reduced |
| Bokf, NA | 38,133 | $267.0K | 0.00% | +38,133 | New |
| Y-Intercept (Hong Kong) Ltd | 37,621 | $264.0K | 0.05% | +37,621 | New |
| Commonwealth Equity Services, LLC | 37,582 | $263.0K | 0.00% | +5,145+15.9% | Added |
| Park Avenue Securities LLC | 37,281 | $261.0K | 0.01% | +1,794+5.1% | Added |
| RNC Capital Management LLC | 35,450 | $249.0K | 0.01% | +3,600+11.3% | Added |
| Sage Rhino Capital LLC | 34,867 | $244.0K | 0.07% | −448−1.3% | Reduced |
| New York State Common Retirement Fund | 32,536 | $228.0K | 0.00% | +11,578+55.2% | Added |
| HRT Financial LP | 32,124 | $225.0K | 0.00% | −16,278−33.6% | Reduced |
| JPMorgan Chase & Co | 30,519 | $215.0K | 0.00% | +2,345+8.3% | Added |
| Mariner, LLC | 30,315 | $213.0K | 0.00% | +30,315 | New |
| Caption Management, LLC | 30,000 | $210.0K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 29,760 | $208.6K | 0.02% | +2,936+10.9% | 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 |
| HighTower Advisors, LLC | 27,044 | $189.0K | 0.00% | +3,266+13.7% | Added |
| Captrust Financial Advisors | 26,069 | $183.0K | 0.00% | +3,014+13.1% | Added |
| Virtu Financial LLC | 25,644 | $180.0K | 0.02% | +25,644 | New |
| Kore Private Wealth LLC | 24,613 | $173.0K | 0.02% | +2,246+10.0% | 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 |
| Atlas Capital Advisors LLC | 23,326 | $163.5K | 0.03% | +1,482+6.8% | Added |
| Harbor Investment Advisory, LLC | 22,987 | $161.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 22,499 | $158.0K | 0.00% | +6,410+39.8% | Added |
| 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 |
| Dynamic Technology Lab Private Ltd | 20,812 | $146.0K | 0.02% | +20,812 | 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 |
| StoneX Group Inc. | 20,170 | $141.0K | 0.02% | +20,170 | New |
| 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 |
| TD Private Client Wealth LLC | 19,624 | $137.6K | 0.01% | −375−1.9% | Reduced |
| Eqis Capital Management, Inc. | 19,550 | $137.0K | 0.01% | +19,550 | New |
| Altfest L J & Co Inc | 18,998 | $133.0K | 0.03% | +182+1.0% | Added |
| Rehmann Capital Advisory Group | 18,940 | $132.8K | 0.01% | +1,101+6.2% | Added |
| Snowden Capital Advisors LLC | 18,890 | $132.4K | 0.01% | +458+2.5% | Added |
| Clarius Group, LLC | 18,454 | $129.0K | 0.01% | +6,188+50.4% | Added |
| 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 |
| Evergreen Capital Management LLC | 17,238 | $121.0K | 0.01% | −11,508−40.0% | Reduced |
| Gsa Capital Partners LLP | 17,154 | $120.0K | 0.01% | +17,154 | New |
| EP Wealth Advisors, LLC | 16,514 | $116.0K | 0.00% | +2,793+20.4% | Added |
| Balentine LLC | 16,155 | $113.0K | 0.00% | −1,214−7.0% | Reduced |
| Cetera Investment Advisers | 15,974 | $112.0K | 0.00% | +5,254+49.0% | Added |
| 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 |
| Pathstone Family Office, LLC | 15,130 | $105.0K | 0.00% | +15,130 | New |
| Keudell/Morrison Wealth Management | 14,787 | $104.0K | 0.04% | +3,095+26.5% | Added |
| Marks Group Wealth Management, Inc | 14,394 | $101.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| MAI Capital Management | 14,127 | $99.0K | 0.00% | +3,156+28.8% | Added |
| State Street Corp | 13,954 | $98.0K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,538 | $95.0K | 0.00% | +13,538 | 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 |
| Park National Corp | 13,181 | $92.0K | 0.00% | +13,181 | New |
| 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 |
| CAPROCK Group, Inc. | 12,225 | $86.0K | 0.01% | −1,146−8.6% | Reduced |
| Rhumbline Advisers | 11,920 | $84.0K | 0.00% | +11,920 | New |
| Intersect Capital LLC | 11,889 | $83.0K | 0.01% | +11,889 | New |
| Rockefeller Capital Management L.P. | 11,414 | $79.0K | 0.00% | +5,374+89.0% | Added |
| Zions Bancorporation, N.A. | 11,156 | $78.0K | 0.01% | +6,717+151.3% | 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 |
| 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 |
| 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 |
| Simplex Trading, LLC | 9,846 | $68.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 9,238 | $65.0K | 0.00% | +20.0% | Added |
| JJJ Advisors Inc. | 6,950 | $49.0K | 0.02% | +595+9.4% | Added |
| Berman Capital Advisors, LLC | 6,498 | $45.0K | 0.01% | +131+2.1% | Added |
| Hexagon Capital Partners LLC | 4,447 | $31.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 3,991 | $28.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,015 | $28.0K | 0.01% | +4,015 | New |
| 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 |
| American Portfolios Advisors | 3,649 | $25.6K | 0.00% | +239+7.0% | Added |
| Front Row Advisors LLC | 3,600 | $25.0K | 0.01% | +900+33.3% | Added |
| 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 |
| AdvisorNet Financial, Inc | 2,872 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,900 | $20.0K | 0.00% | +2,900 | 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 |
| Gerber Kawasaki Wealth & Investment Management | 2,318 | $16.0K | 0.00% | +2,318 | New |
| Farmers & Merchants Investments Inc | 2,161 | $15.0K | 0.00% | +2,161 | 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 |
| 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 |