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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 65 | $0 | 0.00% | −9,920−99.3% | Reduced |
| Baystate Wealth Management LLC | 35 | $0 | 0.00% | −24−40.7% | Reduced |
| Centerpoint Advisors, LLC | 35 | $0 | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 119 | $1.00K | 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 |
| Dixon Hughes Goodman Wealth Advisors LLC | 185 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 153 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 267 | $2.00K | 0.00% | −1,005−79.0% | Reduced |
| Brown Brothers Harriman & Co | 385 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 525 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 601 | $4.00K | 0.00% | −168−21.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 676 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 932 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 740 | $5.00K | 0.00% | −139−15.8% | Reduced |
| Optimum Investment Advisors | 810 | $5.00K | 0.00% | +810 | New |
| Global Retirement Partners, LLC | 839 | $5.00K | 0.00% | +839 | New |
| TCWP LLC | 821 | $5.00K | 0.00% | +821 | New |
| Federation des caisses Desjardins du Quebec | 800 | $5.02K | 0.00% | −540−40.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 947 | $6.00K | 0.00% | −3,230−77.3% | Reduced |
| Ellevest, Inc. | 891 | $6.00K | 0.00% | −715−44.5% | Reduced |
| Washington Trust Co | 1,028 | $6.00K | 0.00% | +18+1.8% | Added |
| Fifth Third Bancorp | 1,119 | $7.00K | 0.00% | −448−28.6% | Reduced |
| JNBA Financial Advisors | 1,474 | $9.00K | 0.00% | −225−13.2% | Reduced |
| Spire Wealth Management | 1,492 | $9.00K | 0.00% | −187−11.1% | Reduced |
| AdvisorNet Financial, Inc | 1,370 | $9.00K | 0.00% | −157−10.3% | Reduced |
| Manchester Capital Management LLC | 1,620 | $10.0K | 0.00% | −214−11.7% | Reduced |
| Financial Management Professionals, Inc. | 1,568 | $10.0K | 0.00% | +168+12.0% | Added |
| EverSource Wealth Advisors, LLC | 1,675 | $11.0K | 0.00% | +185+12.4% | Added |
| Smithfield Trust Co | 1,689 | $11.0K | 0.00% | +1,689 | New |
| JFS Wealth Advisors, LLC | 2,058 | $13.0K | 0.00% | +1,651+405.7% | Added |
| Aquatic Capital Management LLC | 2,200 | $14.0K | 0.02% | −1,500−40.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 2,166 | $14.0K | 0.00% | −517−19.3% | Reduced |
| Washington Trust Advisors, Inc. | 2,317 | $15.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,478 | $16.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,798 | $18.0K | 0.00% | +2,798 | New |
| Glassman Wealth Services | 3,098 | $19.0K | 0.00% | +722+30.4% | Added |
| Front Row Advisors LLC | 3,442 | $22.0K | 0.01% | −158−4.4% | Reduced |
| American Portfolios Advisors | 3,649 | $22.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,728 | $23.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,003 | $25.0K | 0.00% | +619+18.3% | Added |
| Hexagon Capital Partners LLC | 4,447 | $28.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 5,355 | $34.0K | 0.00% | +5,354+535,400.0% | Added |
| Farmers & Merchants Investments Inc | 5,676 | $36.0K | 0.00% | +5,364+1,719.2% | Added |
| JJJ Advisors Inc. | 7,060 | $44.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 7,402 | $46.0K | 0.00% | +3,411+85.5% | Added |
| Bessemer Group Inc | 7,736 | $49.0K | 0.00% | −1,463−15.9% | Reduced |
| Umb Bank N A | 7,773 | $49.0K | 0.00% | −10.0% | Reduced |
| Private Capital Group, LLC | 9,661 | $61.0K | 0.01% | −2,795−22.4% | Reduced |
| Manchester Financial Inc | 10,400 | $65.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10,356 | $65.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,834 | $66.0K | 0.00% | +779+7.7% | Added |
| Keudell/Morrison Wealth Management | 10,952 | $69.0K | 0.03% | +10,952 | New |
| Peapack Gladstone Financial Corp | 11,121 | $70.0K | 0.00% | +487+4.6% | Added |
| Snowden Capital Advisors LLC | 11,401 | $71.0K | 0.00% | +9,761+595.2% | Added |
| Thrivent Financial for Lutherans | 10,801 | $73.0K | 0.00% | −1,361−11.2% | Reduced |
| Moreno Evelyn V | 11,577 | $73.0K | 0.01% | +11,577 | New |
| Quantbot Technologies LP | 12,000 | $75.0K | 0.01% | +6,044+101.5% | Added |
| Intersect Capital LLC | 12,162 | $76.0K | 0.01% | −5,668−31.8% | Reduced |
| Keel Point, LLC | 12,480 | $78.0K | 0.01% | −1,058−7.8% | Reduced |
| Optas, LLC | 12,485 | $78.0K | 0.03% | +615+5.2% | Added |
| Eqis Capital Management, Inc. | 13,074 | $82.0K | 0.01% | +13,074 | New |
| Lantz Financial LLC | 13,028 | $82.0K | 0.03% | +13,028 | New |
| Bank of Hawaii | 13,274 | $83.0K | 0.00% | +13,274 | New |
| Twin Focus Capital Partners, LLC | 13,504 | $85.0K | 0.02% | +689+5.4% | Added |
| CWM, LLC | 13,549 | $85.0K | 0.00% | +6,466+91.3% | Added |
| MAI Capital Management | 14,087 | $88.0K | 0.00% | −467−3.2% | Reduced |
| Beacon Pointe Advisors, LLC | 14,030 | $88.0K | 0.00% | +792+6.0% | Added |
| Fieldpoint Private Securities, LLC | 14,157 | $89.0K | 0.02% | +115+0.8% | Added |
| PDS Planning, Inc | 14,388 | $90.0K | 0.02% | −3,016−17.3% | Reduced |
| Marks Group Wealth Management, Inc | 14,394 | $90.0K | 0.01% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 14,575 | $91.0K | 0.02% | +14,575 | New |
| CWM Advisors, LLC | 14,722 | $92.0K | 0.01% | −829−5.3% | Reduced |
| Dana Investment Advisors, Inc. | 14,940 | $94.0K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 15,469 | $97.0K | 0.00% | −5,119−24.9% | Reduced |
| Prudent Man Advisors, LLC | 15,508 | $97.0K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 16,023 | $100.0K | 0.00% | −760−4.5% | Reduced |
| Prudential Financial Inc | 15,812 | $100.0K | 0.00% | +2,431+18.2% | Added |
| Captrust Financial Advisors | 16,046 | $101.0K | 0.00% | +7,025+77.9% | Added |
| Five Oceans Advisors | 16,425 | $103.0K | 0.09% | +16,425 | New |
| Citigroup Inc | 17,660 | $111.0K | 0.00% | −2,315,060−99.2% | Reduced |
| Stephens Inc | 18,657 | $117.0K | 0.00% | −5,385−22.4% | Reduced |
| IFP Advisors, Inc | 13,802 | $119.0K | 0.00% | +13,703+13,841.4% | Added |
| EP Wealth Advisors, LLC | 19,111 | $120.0K | 0.00% | +2,713+16.5% | Added |
| Icon Wealth Partners, LLC | 19,133 | $120.0K | 0.01% | +19,133 | New |
| TD Private Client Wealth LLC | 19,361 | $121.4K | 0.01% | +10,063+108.2% | Added |
| Gsa Capital Partners LLP | 19,500 | $122.0K | 0.02% | +19,500 | New |
| Inspire Advisors, LLC | 19,765 | $124.0K | 0.03% | +6,789+52.3% | Added |
| Evergreen Capital Management LLC | 20,198 | $127.0K | 0.01% | +1,240+6.5% | Added |
| Rehmann Capital Advisory Group | 20,259 | $127.0K | 0.01% | −3,943−16.3% | Reduced |
| HighTower Advisors, LLC | 20,367 | $128.0K | 0.00% | +313+1.6% | Added |
| Boston Partners | 21,618 | $136.0K | 0.00% | +9,393+76.8% | Added |
| Two Sigma Securities, LLC | 21,807 | $137.0K | 0.02% | +8,327+61.8% | Added |
| Commonwealth Equity Services, LLC | 22,309 | $139.0K | 0.00% | −6,959−23.8% | Reduced |
| Keybank National Association | 22,215 | $139.0K | 0.00% | +11,588+109.0% | Added |
| Vanguard Capital Wealth Advisors | 22,649 | $142.0K | 0.10% | +25+0.1% | Added |