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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | −1,713−99.9% | Reduced |
| Baystate Wealth Management LLC | 59 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 35 | $0 | 0.00% | +35 | New |
| FourThought Financial, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 210 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 206 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 119 | $1.00K | 0.00% | +119 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 185 | $1.00K | 0.00% | +185 | New |
| Tyler-Stone Wealth Management | 153 | $1.00K | 0.00% | +153 | New |
| Farmers & Merchants Investments Inc | 312 | $2.00K | 0.00% | −1,849−85.6% | Reduced |
| IFP Advisors, Inc | 99 | $2.00K | 0.00% | −71−41.8% | Reduced |
| Bogart Wealth, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 255 | $2.00K | 0.00% | +255 | New |
| Harbour Investments, Inc. | 393 | $3.00K | 0.00% | −815−67.5% | Reduced |
| Brown Brothers Harriman & Co | 385 | $3.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 491 | $3.00K | 0.00% | +238+94.1% | Added |
| JFS Wealth Advisors, LLC | 407 | $3.00K | 0.00% | +407 | New |
| Core Alternative Capital | 401 | $3.00K | 0.00% | +401 | New |
| CoreCap Advisors, LLC | 479 | $3.00K | 0.00% | +479 | New |
| Financial Connections Group, Inc. | 525 | $3.00K | 0.00% | +525 | New |
| Arlington Partners LLC | 701 | $5.00K | 0.00% | +701 | New |
| KB Financial Partners, LLC | 769 | $5.00K | 0.00% | +769 | New |
| Fortitude Advisory Group L.L.C. | 676 | $5.00K | 0.00% | +676 | New |
| Gemmer Asset Management LLC | 932 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 879 | $6.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 824 | $6.00K | 0.05% | +824 | New |
| Washington Trust Co | 1,010 | $7.00K | 0.00% | +19+1.9% | Added |
| McIlrath & Eck, LLC | 1,032 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,272 | $8.00K | 0.00% | −284−18.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,340 | $9.10K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,527 | $10.0K | 0.00% | −1,345−46.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,385 | $10.0K | 0.00% | −631−31.3% | Reduced |
| Carroll Financial Associates, Inc. | 1,571 | $10.0K | 0.00% | −103−6.2% | Reduced |
| Financial Management Professionals, Inc. | 1,400 | $10.0K | 0.00% | +1,400 | New |
| EverSource Wealth Advisors, LLC | 1,490 | $10.0K | 0.00% | +1,490 | New |
| Snowden Capital Advisors LLC | 1,640 | $11.0K | 0.00% | −17,250−91.3% | Reduced |
| Ellevest, Inc. | 1,606 | $11.0K | 0.00% | −8,553−84.2% | Reduced |
| Fifth Third Bancorp | 1,567 | $11.0K | 0.00% | −866−35.6% | Reduced |
| Spire Wealth Management | 1,679 | $11.0K | 0.00% | +187+12.5% | Added |
| Bell Investment Advisors, Inc | 1,562 | $11.0K | 0.00% | +757+94.0% | Added |
| Manchester Capital Management LLC | 1,834 | $12.0K | 0.00% | +20+1.1% | Added |
| JNBA Financial Advisors | 1,699 | $12.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,782 | $12.0K | 0.01% | +1,692+1,880.0% | Added |
| BNP Paribas Arbitrage, SA | 1,972 | $13.4K | 0.00% | +1,972 | New |
| Glassman Wealth Services | 2,376 | $16.0K | 0.00% | +527+28.5% | Added |
| Washington Trust Advisors, Inc. | 2,317 | $16.0K | 0.00% | +2,317 | New |
| Column Capital Advisors, LLC | 2,478 | $17.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 2,683 | $18.0K | 0.00% | −1,580−37.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,384 | $23.0K | 0.00% | −74−2.1% | Reduced |
| Front Row Advisors LLC | 3,600 | $24.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,649 | $24.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,728 | $25.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,700 | $25.0K | 0.05% | +3,700 | New |
| Assetmark, Inc | 3,991 | $27.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,177 | $28.0K | 0.00% | +3,101+288.2% | Added |
| Hexagon Capital Partners LLC | 4,447 | $30.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,956 | $40.0K | 0.00% | +3,056+105.4% | Added |
| JJJ Advisors Inc. | 7,060 | $48.0K | 0.01% | +110+1.6% | Added |
| CWM, LLC | 7,083 | $48.0K | 0.00% | +7,083 | New |
| Umb Bank N A | 7,774 | $53.0K | 0.00% | +7,774 | New |
| Captrust Financial Advisors | 9,021 | $61.0K | 0.00% | −17,048−65.4% | Reduced |
| Bessemer Group Inc | 9,199 | $62.0K | 0.00% | −39−0.4% | Reduced |
| TD Private Client Wealth LLC | 9,298 | $63.1K | 0.00% | −10,326−52.6% | Reduced |
| Rockefeller Capital Management L.P. | 10,055 | $67.0K | 0.00% | −1,359−11.9% | Reduced |
| Simplex Trading, LLC | 9,985 | $67.0K | 0.00% | +139+1.4% | Added |
| Pathstone Family Office, LLC | 10,350 | $70.0K | 0.00% | −4,780−31.6% | Reduced |
| Rosenberg Matthew Hamilton | 10,356 | $70.0K | 0.02% | +6,642+178.8% | Added |
| Manchester Financial Inc | 10,400 | $71.0K | 0.02% | +10,400 | New |
| Peapack Gladstone Financial Corp | 10,634 | $72.0K | 0.00% | +101+1.0% | Added |
| Keybank National Association | 10,627 | $72.0K | 0.00% | +10,627 | New |
| Optas, LLC | 11,870 | $81.0K | 0.02% | −469−3.8% | Reduced |
| DGS Capital Management, LLC | 11,935 | $81.0K | 0.05% | +11,935 | New |
| Boston Partners | 12,225 | $83.0K | 0.00% | +2,138+21.2% | Added |
| Park National Corp | 12,324 | $84.0K | 0.00% | −857−6.5% | Reduced |
| Thrivent Financial for Lutherans | 12,162 | $84.0K | 0.00% | +1,407+13.1% | Added |
| Private Capital Group, LLC | 12,456 | $85.0K | 0.02% | −898−6.7% | Reduced |
| Twin Focus Capital Partners, LLC | 12,815 | $87.0K | 0.02% | +12,815 | New |
| Inspire Advisors, LLC | 12,976 | $88.0K | 0.02% | +12,976 | New |
| Prudential Financial Inc | 13,381 | $90.0K | 0.00% | −6,564−32.9% | Reduced |
| Beacon Pointe Advisors, LLC | 13,238 | $90.0K | 0.00% | +13,238 | New |
| Keel Point, LLC | 13,538 | $92.0K | 0.01% | +1,145+9.2% | Added |
| Two Sigma Securities, LLC | 13,480 | $92.0K | 0.02% | +13,480 | New |
| Fieldpoint Private Securities, LLC | 14,042 | $95.0K | 0.02% | −1,360−8.8% | Reduced |
| State Street Corp | 13,954 | $95.0K | 0.00% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 14,394 | $98.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 14,554 | $99.0K | 0.00% | +427+3.0% | Added |
| Dana Investment Advisors, Inc. | 14,940 | $101.0K | 0.00% | +1,525+11.4% | Added |
| FDx Advisors, Inc. | 15,038 | $102.0K | 0.00% | +800+5.6% | Added |
| Prudent Man Advisors, LLC | 15,508 | $105.0K | 0.04% | −4,165−21.2% | Reduced |
| CWM Advisors, LLC | 15,551 | $106.0K | 0.01% | +195+1.3% | Added |
| EP Wealth Advisors, LLC | 16,398 | $111.0K | 0.00% | −116−0.7% | Reduced |
| Cetera Investment Advisers | 16,685 | $113.0K | 0.00% | +711+4.5% | Added |
| Davenport & Co LLC | 16,684 | $113.0K | 0.00% | +16,684 | New |
| Ballentine Partners, LLC | 16,783 | $114.0K | 0.00% | −1,275−7.1% | Reduced |
| Balentine LLC | 17,216 | $117.0K | 0.00% | +1,061+6.6% | Added |
| PDS Planning, Inc | 17,404 | $118.0K | 0.02% | −4,124−19.2% | Reduced |
| Intersect Capital LLC | 17,830 | $121.0K | 0.02% | +5,941+50.0% | Added |
| Avidian Wealth Solutions, LLC | 18,057 | $123.0K | 0.01% | +18,057 | New |
| Virtu Financial LLC | 18,938 | $129.0K | 0.01% | −6,706−26.2% | Reduced |