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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 18,958 | $129.0K | 0.01% | +1,720+10.0% | Added |
| Altfest L J & Co Inc | 19,085 | $130.0K | 0.02% | +87+0.5% | Added |
| HighTower Advisors, LLC | 20,054 | $136.0K | 0.00% | −6,990−25.8% | Reduced |
| Hancock Whitney Corp | 20,588 | $140.0K | 0.00% | +890+4.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 20,908 | $142.0K | 0.00% | +20,908 | New |
| Zions Bancorporation, N.A. | 21,994 | $149.0K | 0.01% | +10,838+97.1% | Added |
| Sequoia Financial Advisors, LLC | 22,097 | $150.0K | 0.00% | +22,097 | New |
| Vanguard Capital Wealth Advisors | 22,624 | $154.0K | 0.11% | −1,977−8.0% | Reduced |
| Harbor Investment Advisory, LLC | 22,987 | $156.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 23,326 | $158.4K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 23,786 | $161.0K | 0.00% | −69,768−74.6% | Reduced |
| Stephens Inc | 24,042 | $163.0K | 0.00% | −46,081−65.7% | Reduced |
| Rehmann Capital Advisory Group | 24,202 | $164.3K | 0.02% | +5,262+27.8% | Added |
| Lindbrook Capital, LLC | 25,753 | $175.0K | 0.03% | +1,270+5.2% | Added |
| Boothbay Fund Management, LLC | 25,750 | $175.0K | 0.01% | +25,750 | New |
| Fisher Asset Management, LLC | 28,350 | $192.0K | 0.00% | −413−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 29,268 | $198.0K | 0.00% | −8,314−22.1% | Reduced |
| Clarius Group, LLC | 29,408 | $200.0K | 0.02% | +10,954+59.4% | Added |
| JPMorgan Chase & Co | 30,904 | $210.0K | 0.00% | +385+1.3% | Added |
| Avantax Advisory Services, Inc. | 31,476 | $214.0K | 0.00% | +31,476 | New |
| Checchi Capital Advisers, LLC | 32,256 | $219.0K | 0.02% | −6,267−16.3% | Reduced |
| Credential Qtrade Securities Inc. | 33,826 | $229.7K | 0.02% | +4,066+13.7% | Added |
| Ethic Inc. | 34,927 | $237.0K | 0.02% | −110,006−75.9% | Reduced |
| Sage Rhino Capital LLC | 36,264 | $246.0K | 0.07% | +1,397+4.0% | Added |
| Bokf, NA | 36,452 | $247.0K | 0.00% | −1,681−4.4% | Reduced |
| Private Advisor Group, LLC | 36,825 | $250.0K | 0.00% | −36,689−49.9% | Reduced |
| Kestra Advisory Services, LLC | 37,850 | $257.0K | 0.00% | −14,528−27.7% | Reduced |
| First Republic Investment Management, Inc. | 38,627 | $262.0K | 0.00% | −6,369−14.2% | Reduced |
| Cerity Partners LLC | 39,534 | $269.0K | 0.00% | +39,534 | New |
| Vestmark Advisory Solutions, Inc. | 40,584 | $276.0K | 0.02% | −13,388−24.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 41,163 | $279.0K | 0.06% | −562−1.3% | Reduced |
| Park Avenue Securities LLC | 41,684 | $283.0K | 0.00% | +4,403+11.8% | Added |
| Mather Group, LLC. | 42,397 | $288.0K | 0.01% | +42,397 | New |
| Mariner, LLC | 43,625 | $296.0K | 0.00% | +13,310+43.9% | Added |
| Boston Private Wealth LLC | 43,926 | $298.0K | 0.00% | −259,991−85.5% | Reduced |
| Eaton Vance Management | 44,786 | $304.0K | 0.00% | +182+0.4% | Added |
| Mission Wealth Management, LP | 45,538 | $309.0K | 0.01% | +4,781+11.7% | Added |
| Quadrant Capital Group LLC | 46,386 | $315.0K | 0.04% | +4,100+9.7% | Added |
| New York State Common Retirement Fund | 46,452 | $315.0K | 0.00% | +13,916+42.8% | Added |
| Parallel Advisors, LLC | 47,061 | $320.0K | 0.01% | +3,699+8.5% | Added |
| Creative Planning | 47,827 | $325.0K | 0.00% | +993+2.1% | Added |
| Corient Capital Partners, LLC | 48,220 | $327.0K | 0.02% | −2,213−4.4% | 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 |
| MML Investors Services, LLC | 49,067 | $333.0K | 0.00% | −2,440−4.7% | Reduced |
| Morningstar Investment Services LLC | 52,289 | $355.0K | 0.00% | +3,754+7.7% | Added |
| Dorsey & Whitney Trust CO LLC | 57,264 | $390.0K | 0.03% | −68−0.1% | Reduced |
| Group One Trading, L.P. | 60,400 | $410.0K | 0.01% | +60,400 | New |
| Susquehanna Fundamental Investments, LLC | 64,865 | $440.0K | 0.01% | −83,048−56.1% | Reduced |
| Janney Montgomery Scott LLC | 68,834 | $467.0K | 0.00% | +3,161+4.8% | Added |
| Veriti Management LLC | 69,149 | $470.0K | 0.06% | +2,532+3.8% | Added |
| Mount Yale Investment Advisors, LLC | 69,622 | $473.0K | 0.05% | +6,709+10.7% | Added |
| Crescent Grove Advisors, LLC | 70,300 | $477.0K | 0.04% | +300+0.4% | Added |
| Boston Trust Walden Corp | 71,000 | $482.0K | 0.00% | −700−1.0% | Reduced |
| Investors Research Corp | 71,854 | $488.0K | 0.15% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 78,626 | $534.0K | 0.05% | +78,626 | New |
| JustInvest LLC | 81,512 | $553.0K | 0.03% | +15,596+23.7% | Added |
| Orbis Allan Gray Ltd | 83,138 | $565.0K | 0.00% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 88,470 | $598.0K | 0.00% | +3,493+4.1% | Added |
| Johnson Investment Counsel Inc | 90,900 | $617.0K | 0.01% | 00.0% | Unchanged |
| Covenant Partners, LLC | 91,423 | $621.0K | 0.23% | 00.0% | Unchanged |
| Credit Suisse AG | 94,158 | $639.0K | 0.00% | +94,158 | New |
| Invesco Ltd. | 97,310 | $661.0K | 0.00% | +97,310 | New |
| Advisors Asset Management, Inc. | 103,547 | $703.1K | 0.01% | +15,575+17.7% | Added |
| Susquehanna International Group, LLP | 106,027 | $720.0K | 0.00% | −37,766−26.3% | Reduced |
| Yousif Capital Management, LLC | 106,446 | $723.0K | 0.01% | +106,446 | New |
| Geode Capital Management, LLC | 107,133 | $727.0K | 0.00% | +78+0.1% | Added |
| Pzena Investment Management LLC | 108,562 | $737.0K | 0.00% | +90,408+498.0% | Added |
| Verdence Capital Advisors LLC | 109,784 | $745.0K | 0.09% | +6,013+5.8% | Added |
| LPL Financial LLC | 110,904 | $753.0K | 0.00% | +88,405+392.9% | Added |
| M&T Bank Corp | 119,598 | $813.0K | 0.00% | −5,084−4.1% | Reduced |
| West Family Investments, Inc. | 120,490 | $818.0K | 0.23% | −23,960−16.6% | Reduced |
| Comerica Bank | 121,688 | $886.0K | 0.01% | −8,702−6.7% | Reduced |
| Qtron Investments LLC | 132,326 | $898.0K | 0.20% | +64,215+94.3% | Added |
| Allspring Global Investments Holdings, LLC | 144,474 | $980.0K | 0.00% | +144,474 | New |
| Advisor Group Holdings, Inc. | 144,854 | $983.0K | 0.00% | +13,545+10.3% | Added |
| Sanders Capital, LLC | 145,263 | $986.0K | 0.00% | +47,600+48.7% | Added |
| Mercer Global Advisors Inc | 146,425 | $994.0K | 0.01% | +10,860+8.0% | Added |
| Wetherby Asset Management Inc | 158,096 | $1.07M | 0.06% | +19,975+14.5% | Added |
| Forum Financial Management, LP | 160,313 | $1.09M | 0.06% | +160,313 | New |
| Ritholtz Wealth Management | 162,268 | $1.10M | 0.07% | +32,406+25.0% | Added |
| BTC Capital Management, Inc. | 171,339 | $1.16M | 0.11% | +2,326+1.4% | Added |
| Altium Wealth Management LLC | 172,197 | $1.17M | 0.08% | +126,470+276.6% | Added |
| Atria Investments LLC | 172,852 | $1.17M | 0.02% | +172,852 | New |
| Oppenheimer Asset Management Inc. | 187,982 | $1.28M | 0.02% | −28,408−13.1% | Reduced |
| Signaturefd, LLC | 188,767 | $1.28M | 0.04% | −145−0.1% | Reduced |
| Citadel Advisors LLC | 197,992 | $1.34M | 0.00% | −306,491−60.8% | Reduced |
| Advisor Partners LLC | 202,088 | $1.37M | 0.08% | +2,009+1.0% | Added |
| Guggenheim Capital LLC | 241,153 | $1.64M | 0.01% | +4,076+1.7% | Added |
| Bank of New York Mellon Corp | 246,085 | $1.67M | 0.00% | −596,708−70.8% | Reduced |
| Stifel Financial Corp | 249,644 | $1.70M | 0.00% | −130,758−34.4% | Reduced |
| Raymond James & Associates | 262,251 | $1.78M | 0.00% | −374,001−58.8% | Reduced |
| Ameriprise Financial Inc | 285,630 | $1.94M | 0.00% | −10,962−3.7% | Reduced |
| Qube Research & Technologies Ltd | 292,878 | $1.99M | 0.02% | −626,007−68.1% | Reduced |
| Greenleaf Trust | 300,414 | $2.04M | 0.02% | −30,375−9.2% | Reduced |
| The PNC Financial Services Group, Inc. | 307,953 | $2.09M | 0.00% | +187,036+154.7% | Added |
| Freestone Capital Holdings, LLC | 324,178 | $2.20M | 0.09% | −7,253−2.2% | Reduced |
| UBS Group AG | 324,876 | $2.21M | 0.00% | −30,247−8.5% | Reduced |
| American Century Companies Inc | 327,191 | $2.22M | 0.00% | +73,605+29.0% | Added |
| Truist Financial Corp | 359,827 | $2.44M | 0.00% | −35,628−9.0% | Reduced |