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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 1,340 | $9.10K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,272 | $8.00K | 0.00% | −284−18.3% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Proequities, Inc. | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −611,901−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −78,793−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −70,039−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −58,890−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −37,621−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −32,124−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −28,866−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −24,613−100.0% | Sold out |
| Botty Investors LLC | 0 | $0 | 0.00% | −21,545−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,812−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −20,170−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −19,550−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −17,154−100.0% | Sold out |
| Keudell/Morrison Wealth Management | 0 | $0 | 0.00% | −14,787−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −14,204−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −14,257−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −13,538−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −12,225−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −11,920−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −11,001−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,977−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −4,015−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −3,728−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −2,438−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −2,318−100.0% | Sold out |
| Enterprise Trust & Investment Co | 0 | $0 | 0.00% | −2,062−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −1,904−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,898−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −576−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |