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, Q1 2022
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Mar 31, 2022. 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
- 248
- +11 vs. Q4 2021
- Shares held
- 121.9M
- −450.7K (−0.4%) vs. Q4 2021
- Total value
- $765.4M
- −$65.9M (−7.9%) vs. Q4 2021
- New holders
- 30
- 96 more added
- Sold out
- 19
- 85 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parametric Portfolio Associates LLC | 11,590,717 | $72.7M | 0.04% | −104,052−0.9% | Reduced |
| Cowen Investment Management LLC | 9,915,600 | $62.2M | 13.33% | −445,000−4.3% | Reduced |
| Lazard Asset Management LLC | 9,029,365 | $56.6M | 0.07% | +69,960+0.8% | Added |
| Goldman Sachs Group Inc | 8,157,869 | $51.1M | 0.01% | −1,291,769−13.7% | Reduced |
| Morgan Stanley | 8,037,500 | $50.4M | 0.01% | −915,261−10.2% | Reduced |
| BlackRock Inc. | 7,115,610 | $44.6M | 0.00% | −92,527−1.3% | Reduced |
| Wells Fargo & Company | 5,795,725 | $36.3M | 0.01% | +1,069,075+22.6% | Added |
| Cowen and Company, LLC | 5,676,605 | $35.6M | 3.59% | −300,000−5.0% | Reduced |
| FMR LLC | 4,462,246 | $28.0M | 0.00% | −404,957−8.3% | Reduced |
| Invesco Ltd. | 4,154,809 | $26.1M | 0.01% | +4,057,499+4,169.7% | Added |
| Northern Trust Corp | 3,989,252 | $25.0M | 0.00% | −190,611−4.6% | Reduced |
| Renaissance Technologies LLC | 3,652,570 | $22.9M | 0.03% | −34,800−0.9% | Reduced |
| Bank of America Corp | 3,192,309 | $20.0M | 0.00% | +201,052+6.7% | Added |
| Arrowstreet Capital, Limited Partnership | 2,557,985 | $16.0M | 0.02% | +2,149,935+526.9% | Added |
| LMR Partners LLP | 2,381,606 | $15.3M | 0.22% | −357,479−13.1% | Reduced |
| Causeway Capital Management LLC | 1,978,964 | $12.4M | 0.30% | −39,305−1.9% | Reduced |
| Royal Bank of Canada | 1,815,358 | $11.4M | 0.00% | −30,589−1.7% | Reduced |
| D. E. Shaw & Co., Inc. | 1,686,259 | $10.6M | 0.01% | −22,246−1.3% | Reduced |
| Envestnet Asset Management Inc | 1,510,994 | $9.47M | 0.00% | +275,668+22.3% | Added |
| Qube Research & Technologies Ltd | 1,278,480 | $8.02M | 0.07% | +985,602+336.5% | Added |
| Franklin Resources Inc | 1,186,821 | $7.44M | 0.00% | +50,203+4.4% | Added |
| Citadel Advisors LLC | 1,171,958 | $7.35M | 0.01% | +973,966+491.9% | Added |
| Dimensional Fund Advisors LP | 1,053,347 | $6.60M | 0.00% | +420,927+66.6% | Added |
| Russell Investments Group, Ltd. | 986,905 | $6.19M | 0.01% | −31,973−3.1% | Reduced |
| CIBC World Markets Inc. | 857,674 | $5.38M | 0.02% | +3,782+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 767,463 | $4.81M | 0.08% | −106,529−12.2% | Reduced |
| Natixis Advisors, L.P. | 608,371 | $3.81M | 0.01% | +86,064+16.5% | Added |
| Millennium Management LLC | 540,422 | $3.39M | 0.00% | +57,599+11.9% | Added |
| Bank of Montreal | 495,648 | $3.33M | 0.00% | −4,723−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 462,554 | $2.90M | 0.06% | −10,479−2.2% | Reduced |
| Truist Financial Corp | 456,361 | $2.86M | 0.00% | +96,534+26.8% | Added |
| Anderson Hoagland & Co | 435,548 | $2.73M | 0.35% | −3,900−0.9% | Reduced |
| BTC Capital Management, Inc. | 427,558 | $2.68M | 0.26% | +256,219+149.5% | Added |
| US Bancorp | 416,380 | $2.61M | 0.00% | −48,970−10.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 392,268 | $2.46M | 0.09% | 00.0% | Unchanged |
| American Century Companies Inc | 390,129 | $2.45M | 0.00% | +62,938+19.2% | Added |
| Ameriprise Financial Inc | 389,969 | $2.44M | 0.00% | +104,339+36.5% | Added |
| Gilman Hill Asset Management, LLC | 386,715 | $2.42M | 0.55% | +26,535+7.4% | Added |
| Brinker Capital Investments, LLC | 381,304 | $2.39M | 0.04% | +606+0.2% | Added |
| Cubist Systematic Strategies, LLC | 381,090 | $2.39M | 0.02% | +381,090 | New |
| Regions Financial Corp | 370,273 | $2.32M | 0.02% | −5,134−1.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 362,591 | $2.27M | 0.31% | −35,000−8.8% | Reduced |
| UBS Group AG | 361,465 | $2.27M | 0.00% | +36,589+11.3% | Added |
| SEI Investments Co | 342,430 | $2.20M | 0.00% | −34,175−9.1% | Reduced |
| Raymond James & Associates | 337,712 | $2.12M | 0.00% | +75,461+28.8% | Added |
| Freestone Capital Holdings, LLC | 318,213 | $2.00M | 0.08% | −5,965−1.8% | Reduced |
| Stifel Financial Corp | 302,016 | $1.89M | 0.00% | +52,372+21.0% | Added |
| Greenleaf Trust | 300,199 | $1.88M | 0.02% | −215−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 276,023 | $1.73M | 0.00% | −31,930−10.4% | Reduced |
| Bank of New York Mellon Corp | 260,522 | $1.63M | 0.00% | +14,437+5.9% | Added |
| Guggenheim Capital LLC | 230,302 | $1.44M | 0.01% | −10,851−4.5% | Reduced |
| Advisor Group Holdings, Inc. | 159,500 | $1.39M | 0.00% | +14,646+10.1% | Added |
| Advisor Partners LLC | 199,303 | $1.25M | 0.08% | −2,785−1.4% | Reduced |
| Signaturefd, LLC | 196,941 | $1.24M | 0.04% | +8,174+4.3% | Added |
| Thomas White International Ltd | 191,923 | $1.20M | 0.20% | +191,923 | New |
| Altium Wealth Management LLC | 173,751 | $1.09M | 0.07% | +1,554+0.9% | Added |
| Wetherby Asset Management Inc | 171,580 | $1.08M | 0.06% | +13,484+8.5% | Added |
| LPL Financial LLC | 168,738 | $1.06M | 0.00% | +57,834+52.1% | Added |
| Oppenheimer Asset Management Inc. | 168,603 | $1.06M | 0.02% | −19,379−10.3% | Reduced |
| Mercer Global Advisors Inc | 167,511 | $1.05M | 0.01% | +21,086+14.4% | Added |
| Atria Investments LLC | 165,376 | $1.04M | 0.02% | −7,476−4.3% | Reduced |
| Forum Financial Management, LP | 160,313 | $1.00M | 0.05% | 00.0% | Unchanged |
| Marshall Wace, LLP | 159,775 | $1.00M | 0.00% | +159,775 | New |
| M&T Bank Corp | 157,623 | $988.0K | 0.00% | +38,025+31.8% | Added |
| Credit Suisse AG | 154,796 | $971.0K | 0.00% | +60,638+64.4% | Added |
| Employees Retirement System of Texas | 153,748 | $964.0K | 0.01% | +153,748 | New |
| Sanders Capital, LLC | 145,963 | $915.0K | 0.00% | +700+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 144,474 | $905.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 143,633 | $901.0K | 0.06% | −18,635−11.5% | Reduced |
| Qtron Investments LLC | 132,326 | $830.0K | 0.19% | 00.0% | Unchanged |
| Veriti Management LLC | 126,950 | $796.0K | 0.10% | +57,801+83.6% | Added |
| Schroder Investment Management Group | 126,223 | $791.0K | 0.00% | +126,223 | New |
| West Family Investments, Inc. | 121,000 | $759.0K | 0.22% | +510+0.4% | Added |
| Comerica Bank | 121,313 | $750.0K | 0.01% | −375−0.3% | Reduced |
| Westwood Holdings Group Inc. | 119,263 | $748.0K | 0.01% | −2,449,807−95.4% | Reduced |
| Verdence Capital Advisors LLC | 115,697 | $725.0K | 0.08% | +5,913+5.4% | Added |
| Pzena Investment Management LLC | 108,562 | $681.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 106,446 | $667.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 99,558 | $625.0K | 0.00% | +68,654+222.2% | Added |
| JustInvest LLC | 95,788 | $598.0K | 0.03% | +14,276+17.5% | Added |
| Johnson Investment Counsel Inc | 90,900 | $570.0K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 89,021 | $558.0K | 0.06% | +19,399+27.9% | Added |
| Eagle Asset Management Inc | 83,402 | $522.0K | 0.00% | −5,068−5.7% | Reduced |
| Orbis Allan Gray Ltd | 83,138 | $521.0K | 0.00% | 00.0% | Unchanged |
| Old Mission Capital LLC | 78,897 | $495.0K | 0.01% | +78,897 | New |
| Schechter Investment Advisors, LLC | 76,807 | $482.0K | 0.04% | −1,819−2.3% | Reduced |
| Susquehanna International Group, LLP | 76,693 | $481.0K | 0.00% | −29,334−27.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 74,300 | $466.0K | 0.01% | +74,300 | New |
| Investors Research Corp | 71,854 | $451.0K | 0.13% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 70,525 | $442.0K | 0.00% | −475−0.7% | Reduced |
| Janney Montgomery Scott LLC | 69,065 | $433.0K | 0.00% | +231+0.3% | Added |
| Covenant Partners, LLC | 68,221 | $428.0K | 0.17% | −23,202−25.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 68,231 | $428.0K | 0.05% | +68,231 | New |
| First Republic Investment Management, Inc. | 65,378 | $410.0K | 0.00% | +26,751+69.3% | Added |
| Paloma Partners Management Co | 65,277 | $409.0K | 0.03% | +65,277 | New |
| Pinnacle Wealth Planning Services, Inc. | 63,920 | $401.0K | 0.07% | +22,757+55.3% | Added |
| FNY Investment Advisers, LLC | 63,000 | $395.0K | 0.38% | +63,000 | New |
| Mariner, LLC | 60,437 | $379.0K | 0.00% | +16,812+38.5% | Added |
| Squarepoint Ops LLC | 59,911 | $376.0K | 0.00% | +59,911 | New |
| Group One Trading, L.P. | 59,500 | $373.0K | 0.01% | −900−1.5% | Reduced |