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 |
|---|---|---|---|---|---|
| Balentine LLC | 22,686 | $142.0K | 0.00% | +5,470+31.8% | Added |
| Harbor Investment Advisory, LLC | 22,987 | $144.0K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 23,200 | $145.0K | 0.01% | +23,200 | New |
| Cetera Investment Advisers | 23,511 | $147.0K | 0.00% | +6,826+40.9% | Added |
| Ieq Capital, LLC | 23,483 | $147.0K | 0.00% | +23,483 | New |
| Ethic Inc. | 24,315 | $152.0K | 0.01% | −10,612−30.4% | Reduced |
| Lindbrook Capital, LLC | 24,293 | $152.0K | 0.02% | −1,460−5.7% | Reduced |
| Cerity Partners LLC | 25,486 | $159.0K | 0.00% | −14,048−35.5% | Reduced |
| Atlas Capital Advisors LLC | 25,450 | $159.6K | 0.02% | +2,124+9.1% | Added |
| Kestra Advisory Services, LLC | 26,187 | $164.0K | 0.00% | −11,663−30.8% | Reduced |
| Cresset Asset Management, LLC | 26,098 | $164.0K | 0.00% | +2,312+9.7% | Added |
| Davenport & Co LLC | 26,680 | $167.0K | 0.00% | +9,996+59.9% | Added |
| Fisher Asset Management, LLC | 27,587 | $173.0K | 0.00% | −763−2.7% | Reduced |
| State Street Corp | 28,074 | $176.0K | 0.00% | +14,120+101.2% | Added |
| Boston Private Wealth LLC | 29,552 | $186.0K | 0.00% | −14,374−32.7% | Reduced |
| FDx Advisors, Inc. | 30,826 | $193.0K | 0.01% | +15,788+105.0% | Added |
| Zions Bancorporation, N.A. | 31,193 | $196.0K | 0.02% | +9,199+41.8% | Added |
| Federated Hermes, Inc. | 31,528 | $198.0K | 0.00% | −954,667−96.8% | Reduced |
| Clarius Group, LLC | 29,408 | $200.0K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 32,045 | $201.0K | 0.02% | −211−0.7% | Reduced |
| Vise Technologies, Inc. | 33,537 | $210.0K | 0.08% | +33,537 | New |
| Credential Qtrade Securities Inc. | 35,528 | $222.8K | 0.01% | +1,702+5.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 36,322 | $227.0K | 0.00% | +15,414+73.7% | Added |
| Private Advisor Group, LLC | 36,614 | $229.0K | 0.00% | −211−0.6% | Reduced |
| Sage Rhino Capital LLC | 36,643 | $230.0K | 0.07% | +379+1.0% | Added |
| Avantax Advisory Services, Inc. | 37,721 | $238.0K | 0.00% | +6,245+19.8% | Added |
| Crescent Grove Advisors, LLC | 39,845 | $250.0K | 0.02% | −30,455−43.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 40,618 | $255.0K | 0.01% | +34+0.1% | Added |
| Tower Research Capital LLC (TRC) | 40,725 | $255.0K | 0.00% | +39,340+2,840.4% | Added |
| Park Avenue Securities LLC | 41,329 | $259.0K | 0.00% | −355−0.9% | Reduced |
| Mather Group, LLC. | 41,726 | $262.0K | 0.01% | −671−1.6% | Reduced |
| Bokf, NA | 41,753 | $262.0K | 0.00% | +5,301+14.5% | Added |
| Sequoia Financial Advisors, LLC | 42,247 | $265.0K | 0.01% | +20,150+91.2% | Added |
| Parallel Advisors, LLC | 41,505 | $271.0K | 0.01% | −5,556−11.8% | Reduced |
| Eaton Vance Management | 44,246 | $278.0K | 0.00% | −540−1.2% | Reduced |
| StoneX Group Inc. | 45,706 | $286.6K | 0.02% | +45,706 | New |
| MML Investors Services, LLC | 45,922 | $288.0K | 0.00% | −3,145−6.4% | Reduced |
| New York State Common Retirement Fund | 46,452 | $291.0K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 49,360 | $310.0K | 0.02% | +971+2.0% | Added |
| Jane Street Group, LLC | 49,649 | $311.0K | 0.00% | −926,367−94.9% | Reduced |
| RNC Capital Management LLC | 50,400 | $316.0K | 0.02% | +1,900+3.9% | Added |
| Creative Planning | 50,769 | $318.0K | 0.00% | +2,942+6.2% | Added |
| Corient Capital Partners, LLC | 50,929 | $319.0K | 0.02% | +2,709+5.6% | Added |
| Quadrant Capital Group LLC | 53,070 | $333.0K | 0.04% | +6,684+14.4% | Added |
| Mission Wealth Management, LP | 53,729 | $337.0K | 0.02% | +8,191+18.0% | Added |
| Dorsey & Whitney Trust CO LLC | 57,620 | $361.0K | 0.03% | +356+0.6% | Added |
| Morningstar Investment Services LLC | 55,339 | $364.0K | 0.00% | +3,050+5.8% | Added |
| Group One Trading, L.P. | 59,500 | $373.0K | 0.01% | −900−1.5% | Reduced |
| Squarepoint Ops LLC | 59,911 | $376.0K | 0.00% | +59,911 | New |
| Mariner, LLC | 60,437 | $379.0K | 0.00% | +16,812+38.5% | Added |
| FNY Investment Advisers, LLC | 63,000 | $395.0K | 0.38% | +63,000 | New |
| Pinnacle Wealth Planning Services, Inc. | 63,920 | $401.0K | 0.07% | +22,757+55.3% | Added |
| Paloma Partners Management Co | 65,277 | $409.0K | 0.03% | +65,277 | New |
| First Republic Investment Management, Inc. | 65,378 | $410.0K | 0.00% | +26,751+69.3% | 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 |
| Janney Montgomery Scott LLC | 69,065 | $433.0K | 0.00% | +231+0.3% | Added |
| Boston Trust Walden Corp | 70,525 | $442.0K | 0.00% | −475−0.7% | Reduced |
| Investors Research Corp | 71,854 | $451.0K | 0.13% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 74,300 | $466.0K | 0.01% | +74,300 | New |
| Susquehanna International Group, LLP | 76,693 | $481.0K | 0.00% | −29,334−27.7% | Reduced |
| Schechter Investment Advisors, LLC | 76,807 | $482.0K | 0.04% | −1,819−2.3% | Reduced |
| Old Mission Capital LLC | 78,897 | $495.0K | 0.01% | +78,897 | New |
| Orbis Allan Gray Ltd | 83,138 | $521.0K | 0.00% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 83,402 | $522.0K | 0.00% | −5,068−5.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 89,021 | $558.0K | 0.06% | +19,399+27.9% | Added |
| Johnson Investment Counsel Inc | 90,900 | $570.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 95,788 | $598.0K | 0.03% | +14,276+17.5% | Added |
| JPMorgan Chase & Co | 99,558 | $625.0K | 0.00% | +68,654+222.2% | Added |
| Yousif Capital Management, LLC | 106,446 | $667.0K | 0.01% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 108,562 | $681.0K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 115,697 | $725.0K | 0.08% | +5,913+5.4% | Added |
| Westwood Holdings Group Inc. | 119,263 | $748.0K | 0.01% | −2,449,807−95.4% | Reduced |
| Comerica Bank | 121,313 | $750.0K | 0.01% | −375−0.3% | Reduced |
| West Family Investments, Inc. | 121,000 | $759.0K | 0.22% | +510+0.4% | Added |
| Schroder Investment Management Group | 126,223 | $791.0K | 0.00% | +126,223 | New |
| Veriti Management LLC | 126,950 | $796.0K | 0.10% | +57,801+83.6% | Added |
| Qtron Investments LLC | 132,326 | $830.0K | 0.19% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 143,633 | $901.0K | 0.06% | −18,635−11.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 144,474 | $905.0K | 0.00% | 00.0% | Unchanged |
| Sanders Capital, LLC | 145,963 | $915.0K | 0.00% | +700+0.5% | Added |
| Employees Retirement System of Texas | 153,748 | $964.0K | 0.01% | +153,748 | New |
| Credit Suisse AG | 154,796 | $971.0K | 0.00% | +60,638+64.4% | Added |
| M&T Bank Corp | 157,623 | $988.0K | 0.00% | +38,025+31.8% | Added |
| Marshall Wace, LLP | 159,775 | $1.00M | 0.00% | +159,775 | New |
| Forum Financial Management, LP | 160,313 | $1.00M | 0.05% | 00.0% | Unchanged |
| Atria Investments LLC | 165,376 | $1.04M | 0.02% | −7,476−4.3% | Reduced |
| Mercer Global Advisors Inc | 167,511 | $1.05M | 0.01% | +21,086+14.4% | Added |
| Oppenheimer Asset Management Inc. | 168,603 | $1.06M | 0.02% | −19,379−10.3% | Reduced |
| LPL Financial LLC | 168,738 | $1.06M | 0.00% | +57,834+52.1% | Added |
| Wetherby Asset Management Inc | 171,580 | $1.08M | 0.06% | +13,484+8.5% | Added |
| Altium Wealth Management LLC | 173,751 | $1.09M | 0.07% | +1,554+0.9% | Added |
| Thomas White International Ltd | 191,923 | $1.20M | 0.20% | +191,923 | New |
| Signaturefd, LLC | 196,941 | $1.24M | 0.04% | +8,174+4.3% | Added |
| Advisor Partners LLC | 199,303 | $1.25M | 0.08% | −2,785−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 159,500 | $1.39M | 0.00% | +14,646+10.1% | Added |
| Guggenheim Capital LLC | 230,302 | $1.44M | 0.01% | −10,851−4.5% | Reduced |
| Bank of New York Mellon Corp | 260,522 | $1.63M | 0.00% | +14,437+5.9% | Added |
| The PNC Financial Services Group, Inc. | 276,023 | $1.73M | 0.00% | −31,930−10.4% | Reduced |
| Greenleaf Trust | 300,199 | $1.88M | 0.02% | −215−0.1% | Reduced |