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 |
|---|---|---|---|---|---|
| Creative Planning | 47,827 | $325.0K | 0.00% | +993+2.1% | Added |
| Parallel Advisors, LLC | 47,061 | $320.0K | 0.01% | +3,699+8.5% | 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 |
| Mission Wealth Management, LP | 45,538 | $309.0K | 0.01% | +4,781+11.7% | Added |
| Eaton Vance Management | 44,786 | $304.0K | 0.00% | +182+0.4% | Added |
| Boston Private Wealth LLC | 43,926 | $298.0K | 0.00% | −259,991−85.5% | Reduced |
| Mariner, LLC | 43,625 | $296.0K | 0.00% | +13,310+43.9% | Added |
| Mather Group, LLC. | 42,397 | $288.0K | 0.01% | +42,397 | New |
| Park Avenue Securities LLC | 41,684 | $283.0K | 0.00% | +4,403+11.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 41,163 | $279.0K | 0.06% | −562−1.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 40,584 | $276.0K | 0.02% | −13,388−24.8% | Reduced |
| Cerity Partners LLC | 39,534 | $269.0K | 0.00% | +39,534 | New |
| First Republic Investment Management, Inc. | 38,627 | $262.0K | 0.00% | −6,369−14.2% | Reduced |
| Kestra Advisory Services, LLC | 37,850 | $257.0K | 0.00% | −14,528−27.7% | Reduced |
| Private Advisor Group, LLC | 36,825 | $250.0K | 0.00% | −36,689−49.9% | Reduced |
| Bokf, NA | 36,452 | $247.0K | 0.00% | −1,681−4.4% | Reduced |
| Sage Rhino Capital LLC | 36,264 | $246.0K | 0.07% | +1,397+4.0% | Added |
| Ethic Inc. | 34,927 | $237.0K | 0.02% | −110,006−75.9% | Reduced |
| Credential Qtrade Securities Inc. | 33,826 | $229.7K | 0.02% | +4,066+13.7% | Added |
| Checchi Capital Advisers, LLC | 32,256 | $219.0K | 0.02% | −6,267−16.3% | Reduced |
| Avantax Advisory Services, Inc. | 31,476 | $214.0K | 0.00% | +31,476 | New |
| JPMorgan Chase & Co | 30,904 | $210.0K | 0.00% | +385+1.3% | Added |
| Clarius Group, LLC | 29,408 | $200.0K | 0.02% | +10,954+59.4% | Added |
| Commonwealth Equity Services, LLC | 29,268 | $198.0K | 0.00% | −8,314−22.1% | Reduced |
| Fisher Asset Management, LLC | 28,350 | $192.0K | 0.00% | −413−1.4% | Reduced |
| 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 |
| Rehmann Capital Advisory Group | 24,202 | $164.3K | 0.02% | +5,262+27.8% | Added |
| Stephens Inc | 24,042 | $163.0K | 0.00% | −46,081−65.7% | Reduced |
| Cresset Asset Management, LLC | 23,786 | $161.0K | 0.00% | −69,768−74.6% | Reduced |
| Atlas Capital Advisors LLC | 23,326 | $158.4K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 22,987 | $156.0K | 0.02% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 22,624 | $154.0K | 0.11% | −1,977−8.0% | Reduced |
| Sequoia Financial Advisors, LLC | 22,097 | $150.0K | 0.00% | +22,097 | New |
| Zions Bancorporation, N.A. | 21,994 | $149.0K | 0.01% | +10,838+97.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 20,908 | $142.0K | 0.00% | +20,908 | New |
| Hancock Whitney Corp | 20,588 | $140.0K | 0.00% | +890+4.5% | Added |
| HighTower Advisors, LLC | 20,054 | $136.0K | 0.00% | −6,990−25.8% | Reduced |
| Altfest L J & Co Inc | 19,085 | $130.0K | 0.02% | +87+0.5% | Added |
| Virtu Financial LLC | 18,938 | $129.0K | 0.01% | −6,706−26.2% | Reduced |
| Evergreen Capital Management LLC | 18,958 | $129.0K | 0.01% | +1,720+10.0% | Added |
| Avidian Wealth Solutions, LLC | 18,057 | $123.0K | 0.01% | +18,057 | New |
| Intersect Capital LLC | 17,830 | $121.0K | 0.02% | +5,941+50.0% | Added |
| PDS Planning, Inc | 17,404 | $118.0K | 0.02% | −4,124−19.2% | Reduced |
| Balentine LLC | 17,216 | $117.0K | 0.00% | +1,061+6.6% | Added |
| Ballentine Partners, LLC | 16,783 | $114.0K | 0.00% | −1,275−7.1% | 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 |
| EP Wealth Advisors, LLC | 16,398 | $111.0K | 0.00% | −116−0.7% | Reduced |
| CWM Advisors, LLC | 15,551 | $106.0K | 0.01% | +195+1.3% | Added |
| Prudent Man Advisors, LLC | 15,508 | $105.0K | 0.04% | −4,165−21.2% | Reduced |
| FDx Advisors, Inc. | 15,038 | $102.0K | 0.00% | +800+5.6% | Added |
| Dana Investment Advisors, Inc. | 14,940 | $101.0K | 0.00% | +1,525+11.4% | Added |
| MAI Capital Management | 14,554 | $99.0K | 0.00% | +427+3.0% | Added |
| Marks Group Wealth Management, Inc | 14,394 | $98.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Inspire Advisors, LLC | 12,976 | $88.0K | 0.02% | +12,976 | New |
| Twin Focus Capital Partners, LLC | 12,815 | $87.0K | 0.02% | +12,815 | New |
| Private Capital Group, LLC | 12,456 | $85.0K | 0.02% | −898−6.7% | Reduced |
| 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 |
| Boston Partners | 12,225 | $83.0K | 0.00% | +2,138+21.2% | Added |
| 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 |
| 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 |
| Manchester Financial Inc | 10,400 | $71.0K | 0.02% | +10,400 | New |
| 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 |
| 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 |
| TD Private Client Wealth LLC | 9,298 | $63.1K | 0.00% | −10,326−52.6% | Reduced |
| Bessemer Group Inc | 9,199 | $62.0K | 0.00% | −39−0.4% | Reduced |
| Captrust Financial Advisors | 9,021 | $61.0K | 0.00% | −17,048−65.4% | Reduced |
| Umb Bank N A | 7,774 | $53.0K | 0.00% | +7,774 | New |
| JJJ Advisors Inc. | 7,060 | $48.0K | 0.01% | +110+1.6% | Added |
| CWM, LLC | 7,083 | $48.0K | 0.00% | +7,083 | New |
| Quantbot Technologies LP | 5,956 | $40.0K | 0.00% | +3,056+105.4% | Added |
| Hexagon Capital Partners LLC | 4,447 | $30.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,177 | $28.0K | 0.00% | +3,101+288.2% | Added |
| Assetmark, Inc | 3,991 | $27.0K | 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 |
| American Portfolios Advisors | 3,649 | $24.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 3,600 | $24.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,384 | $23.0K | 0.00% | −74−2.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 2,683 | $18.0K | 0.00% | −1,580−37.1% | Reduced |
| Column Capital Advisors, LLC | 2,478 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| BNP Paribas Arbitrage, SA | 1,972 | $13.4K | 0.00% | +1,972 | New |
| 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 |