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 |
|---|---|---|---|---|---|
| Syverson Strege & Co | 1,904 | $13.0K | 0.01% | +1,904 | New |
| 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 |
| Carroll Financial Associates, Inc. | 1,674 | $11.0K | 0.00% | +103+6.6% | Added |
| 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 |
| Federation des caisses Desjardins du Quebec | 1,340 | $9.39K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,227 | $9.00K | 0.00% | +1,227 | New |
| Harbour Investments, Inc. | 1,208 | $8.00K | 0.00% | +313+35.0% | Added |
| 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 |
| 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 |
| 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 |
| Creative Financial Designs Inc | 576 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Baystate Wealth Management LLC | 59 | $0 | 0.00% | +1+1.7% | Added |
| FourThought Financial, LLC | 24 | – | – | 00.0% | Unchanged |
| LMR Partners LLP | 0 | $0 | 0.00% | −887,791−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −194,590−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −128,432−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −75,966−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −42,625−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −25,699−100.0% | Sold out |
| BancorpSouth Bank | 0 | $0 | 0.00% | −20,237−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −13,890−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −11,275−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −11,303−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,379−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −8,474−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −1,534−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −1,553−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| PNC Managed Account Solutions, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |