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, Q4 2021
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Dec 31, 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
- 241
- +7 vs. Q3 2021
- Shares held
- 122.4M
- −1.94M (−1.6%) vs. Q3 2021
- Total value
- $831.3M
- −$39.8M (−4.6%) vs. Q3 2021
- New holders
- 48
- 82 more added
- Sold out
- 41
- 83 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parametric Portfolio Associates LLC | 11,694,769 | $79.4M | 0.04% | +588,586+5.3% | Added |
| Cowen Investment Management LLC | 10,360,600 | $70.3M | 15.19% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 9,449,638 | $64.2M | 0.02% | +1,596,520+20.3% | Added |
| Lazard Asset Management LLC | 8,959,405 | $60.8M | 0.06% | −3,817,157−29.9% | Reduced |
| Morgan Stanley | 8,952,761 | $60.8M | 0.01% | +353,554+4.1% | Added |
| BlackRock Inc. | 7,208,137 | $48.9M | 0.00% | −512,350−6.6% | Reduced |
| Cowen and Company, LLC | 5,976,605 | $40.6M | 3.87% | 00.0% | Unchanged |
| FMR LLC | 4,867,203 | $33.0M | 0.00% | +463,980+10.5% | Added |
| Wells Fargo & Company | 4,726,650 | $32.1M | 0.01% | −967,132−17.0% | Reduced |
| Northern Trust Corp | 4,179,863 | $28.4M | 0.00% | −222,862−5.1% | Reduced |
| Renaissance Technologies LLC | 3,687,370 | $25.0M | 0.03% | −613,100−14.3% | Reduced |
| Bank of America Corp | 2,991,257 | $20.3M | 0.00% | −2,037,580−40.5% | Reduced |
| LMR Partners LLP | 2,739,085 | $18.8M | 0.25% | +2,739,085 | New |
| Westwood Holdings Group Inc. | 2,569,070 | $17.4M | 0.16% | +139,136+5.7% | Added |
| Citigroup Inc | 2,332,720 | $15.8M | 0.01% | +1,178,912+102.2% | Added |
| Causeway Capital Management LLC | 2,018,269 | $13.7M | 0.30% | −270,396−11.8% | Reduced |
| Royal Bank of Canada | 1,845,947 | $12.5M | 0.00% | −97,113−5.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,708,505 | $11.6M | 0.01% | +547,249+47.1% | Added |
| Envestnet Asset Management Inc | 1,235,326 | $8.39M | 0.00% | −68,300−5.2% | Reduced |
| Franklin Resources Inc | 1,136,618 | $7.72M | 0.00% | +88,790+8.5% | Added |
| Nuveen Asset Management, LLC | 1,116,709 | $7.58M | 0.00% | −20,793−1.8% | Reduced |
| Castleark Management LLC | 1,045,000 | $7.10M | 0.26% | +1,045,000 | New |
| Russell Investments Group, Ltd. | 1,018,878 | $6.92M | 0.01% | +19,969+2.0% | Added |
| Federated Hermes, Inc. | 986,195 | $6.70M | 0.01% | +965,607+4,690.1% | Added |
| Jane Street Group, LLC | 976,016 | $6.63M | 0.01% | +976,016 | New |
| O'Shaughnessy Asset Management, LLC | 873,992 | $5.93M | 0.11% | −61,896−6.6% | Reduced |
| CIBC World Markets Inc. | 853,892 | $5.80M | 0.02% | +6,535+0.8% | Added |
| Dimensional Fund Advisors LP | 632,420 | $4.29M | 0.00% | +195,931+44.9% | Added |
| Natixis Advisors, L.P. | 522,307 | $3.55M | 0.01% | −935,715−64.2% | Reduced |
| Bank of Montreal | 500,371 | $3.41M | 0.00% | +6,349+1.3% | Added |
| Millennium Management LLC | 482,823 | $3.28M | 0.00% | −25,906−5.1% | Reduced |
| Crossmark Global Holdings, Inc. | 473,033 | $3.21M | 0.07% | −1,384,682−74.5% | Reduced |
| Anderson Hoagland & Co | 439,448 | $3.17M | 0.42% | +4,896+1.1% | Added |
| US Bancorp | 465,350 | $3.16M | 0.00% | −112,972−19.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 408,050 | $2.77M | 0.00% | +408,050 | New |
| Te Ahumairangi Investment Management Ltd | 397,591 | $2.70M | 0.35% | +51,601+14.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 392,268 | $2.66M | 0.11% | −107,195−21.5% | Reduced |
| Brinker Capital Investments, LLC | 380,698 | $2.58M | 0.04% | −8,661−2.2% | Reduced |
| SEI Investments Co | 376,605 | $2.56M | 0.00% | −45,098−10.7% | Reduced |
| Regions Financial Corp | 375,407 | $2.55M | 0.02% | +14,484+4.0% | Added |
| Gilman Hill Asset Management, LLC | 360,180 | $2.45M | 0.54% | −5,396−1.5% | Reduced |
| Truist Financial Corp | 359,827 | $2.44M | 0.00% | −35,628−9.0% | Reduced |
| American Century Companies Inc | 327,191 | $2.22M | 0.00% | +73,605+29.0% | Added |
| UBS Group AG | 324,876 | $2.21M | 0.00% | −30,247−8.5% | Reduced |
| Freestone Capital Holdings, LLC | 324,178 | $2.20M | 0.09% | −7,253−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 307,953 | $2.09M | 0.00% | +187,036+154.7% | Added |
| Greenleaf Trust | 300,414 | $2.04M | 0.02% | −30,375−9.2% | Reduced |
| Qube Research & Technologies Ltd | 292,878 | $1.99M | 0.02% | −626,007−68.1% | Reduced |
| Ameriprise Financial Inc | 285,630 | $1.94M | 0.00% | −10,962−3.7% | Reduced |
| Raymond James & Associates | 262,251 | $1.78M | 0.00% | −374,001−58.8% | Reduced |
| Stifel Financial Corp | 249,644 | $1.70M | 0.00% | −130,758−34.4% | Reduced |
| Bank of New York Mellon Corp | 246,085 | $1.67M | 0.00% | −596,708−70.8% | Reduced |
| Guggenheim Capital LLC | 241,153 | $1.64M | 0.01% | +4,076+1.7% | Added |
| Advisor Partners LLC | 202,088 | $1.37M | 0.08% | +2,009+1.0% | Added |
| Citadel Advisors LLC | 197,992 | $1.34M | 0.00% | −306,491−60.8% | Reduced |
| Signaturefd, LLC | 188,767 | $1.28M | 0.04% | −145−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 187,982 | $1.28M | 0.02% | −28,408−13.1% | Reduced |
| Atria Investments LLC | 172,852 | $1.17M | 0.02% | +172,852 | New |
| Altium Wealth Management LLC | 172,197 | $1.17M | 0.08% | +126,470+276.6% | Added |
| BTC Capital Management, Inc. | 171,339 | $1.16M | 0.11% | +2,326+1.4% | Added |
| Ritholtz Wealth Management | 162,268 | $1.10M | 0.07% | +32,406+25.0% | Added |
| Forum Financial Management, LP | 160,313 | $1.09M | 0.06% | +160,313 | New |
| Wetherby Asset Management Inc | 158,096 | $1.07M | 0.06% | +19,975+14.5% | Added |
| Mercer Global Advisors Inc | 146,425 | $994.0K | 0.01% | +10,860+8.0% | Added |
| Sanders Capital, LLC | 145,263 | $986.0K | 0.00% | +47,600+48.7% | Added |
| Advisor Group Holdings, Inc. | 144,854 | $983.0K | 0.00% | +13,545+10.3% | Added |
| Allspring Global Investments Holdings, LLC | 144,474 | $980.0K | 0.00% | +144,474 | New |
| Qtron Investments LLC | 132,326 | $898.0K | 0.20% | +64,215+94.3% | Added |
| Comerica Bank | 121,688 | $886.0K | 0.01% | −8,702−6.7% | Reduced |
| West Family Investments, Inc. | 120,490 | $818.0K | 0.23% | −23,960−16.6% | Reduced |
| M&T Bank Corp | 119,598 | $813.0K | 0.00% | −5,084−4.1% | Reduced |
| LPL Financial LLC | 110,904 | $753.0K | 0.00% | +88,405+392.9% | Added |
| Verdence Capital Advisors LLC | 109,784 | $745.0K | 0.09% | +6,013+5.8% | Added |
| Pzena Investment Management LLC | 108,562 | $737.0K | 0.00% | +90,408+498.0% | Added |
| Geode Capital Management, LLC | 107,133 | $727.0K | 0.00% | +78+0.1% | Added |
| Yousif Capital Management, LLC | 106,446 | $723.0K | 0.01% | +106,446 | New |
| Susquehanna International Group, LLP | 106,027 | $720.0K | 0.00% | −37,766−26.3% | Reduced |
| Advisors Asset Management, Inc. | 103,547 | $703.1K | 0.01% | +15,575+17.7% | Added |
| Invesco Ltd. | 97,310 | $661.0K | 0.00% | +97,310 | New |
| Credit Suisse AG | 94,158 | $639.0K | 0.00% | +94,158 | New |
| Covenant Partners, LLC | 91,423 | $621.0K | 0.23% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 90,900 | $617.0K | 0.01% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 88,470 | $598.0K | 0.00% | +3,493+4.1% | Added |
| Orbis Allan Gray Ltd | 83,138 | $565.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 81,512 | $553.0K | 0.03% | +15,596+23.7% | Added |
| Schechter Investment Advisors, LLC | 78,626 | $534.0K | 0.05% | +78,626 | New |
| Investors Research Corp | 71,854 | $488.0K | 0.15% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 71,000 | $482.0K | 0.00% | −700−1.0% | Reduced |
| Crescent Grove Advisors, LLC | 70,300 | $477.0K | 0.04% | +300+0.4% | Added |
| Mount Yale Investment Advisors, LLC | 69,622 | $473.0K | 0.05% | +6,709+10.7% | Added |
| Veriti Management LLC | 69,149 | $470.0K | 0.06% | +2,532+3.8% | Added |
| Janney Montgomery Scott LLC | 68,834 | $467.0K | 0.00% | +3,161+4.8% | Added |
| Susquehanna Fundamental Investments, LLC | 64,865 | $440.0K | 0.01% | −83,048−56.1% | Reduced |
| Group One Trading, L.P. | 60,400 | $410.0K | 0.01% | +60,400 | New |
| Dorsey & Whitney Trust CO LLC | 57,264 | $390.0K | 0.03% | −68−0.1% | Reduced |
| Morningstar Investment Services LLC | 52,289 | $355.0K | 0.00% | +3,754+7.7% | Added |
| MML Investors Services, LLC | 49,067 | $333.0K | 0.00% | −2,440−4.7% | Reduced |
| RNC Capital Management LLC | 48,500 | $329.0K | 0.02% | +13,050+36.8% | Added |
| Lake Street Advisors Group, LLC | 48,389 | $329.0K | 0.02% | +48,389 | New |
| Corient Capital Partners, LLC | 48,220 | $327.0K | 0.02% | −2,213−4.4% | Reduced |