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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 302,016 | $1.89M | 0.00% | +52,372+21.0% | Added |
| Freestone Capital Holdings, LLC | 318,213 | $2.00M | 0.08% | −5,965−1.8% | Reduced |
| Raymond James & Associates | 337,712 | $2.12M | 0.00% | +75,461+28.8% | Added |
| SEI Investments Co | 342,430 | $2.20M | 0.00% | −34,175−9.1% | Reduced |
| UBS Group AG | 361,465 | $2.27M | 0.00% | +36,589+11.3% | Added |
| Te Ahumairangi Investment Management Ltd | 362,591 | $2.27M | 0.31% | −35,000−8.8% | Reduced |
| Regions Financial Corp | 370,273 | $2.32M | 0.02% | −5,134−1.4% | Reduced |
| Cubist Systematic Strategies, LLC | 381,090 | $2.39M | 0.02% | +381,090 | New |
| Brinker Capital Investments, LLC | 381,304 | $2.39M | 0.04% | +606+0.2% | Added |
| Gilman Hill Asset Management, LLC | 386,715 | $2.42M | 0.55% | +26,535+7.4% | Added |
| Ameriprise Financial Inc | 389,969 | $2.44M | 0.00% | +104,339+36.5% | Added |
| American Century Companies Inc | 390,129 | $2.45M | 0.00% | +62,938+19.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 392,268 | $2.46M | 0.09% | 00.0% | Unchanged |
| US Bancorp | 416,380 | $2.61M | 0.00% | −48,970−10.5% | Reduced |
| BTC Capital Management, Inc. | 427,558 | $2.68M | 0.26% | +256,219+149.5% | Added |
| Anderson Hoagland & Co | 435,548 | $2.73M | 0.35% | −3,900−0.9% | Reduced |
| Truist Financial Corp | 456,361 | $2.86M | 0.00% | +96,534+26.8% | Added |
| Crossmark Global Holdings, Inc. | 462,554 | $2.90M | 0.06% | −10,479−2.2% | Reduced |
| Bank of Montreal | 495,648 | $3.33M | 0.00% | −4,723−0.9% | Reduced |
| Millennium Management LLC | 540,422 | $3.39M | 0.00% | +57,599+11.9% | Added |
| Natixis Advisors, L.P. | 608,371 | $3.81M | 0.01% | +86,064+16.5% | Added |
| O'Shaughnessy Asset Management, LLC | 767,463 | $4.81M | 0.08% | −106,529−12.2% | Reduced |
| CIBC World Markets Inc. | 857,674 | $5.38M | 0.02% | +3,782+0.4% | Added |
| Russell Investments Group, Ltd. | 986,905 | $6.19M | 0.01% | −31,973−3.1% | Reduced |
| Dimensional Fund Advisors LP | 1,053,347 | $6.60M | 0.00% | +420,927+66.6% | Added |
| Citadel Advisors LLC | 1,171,958 | $7.35M | 0.01% | +973,966+491.9% | Added |
| Franklin Resources Inc | 1,186,821 | $7.44M | 0.00% | +50,203+4.4% | Added |
| Qube Research & Technologies Ltd | 1,278,480 | $8.02M | 0.07% | +985,602+336.5% | Added |
| Envestnet Asset Management Inc | 1,510,994 | $9.47M | 0.00% | +275,668+22.3% | Added |
| D. E. Shaw & Co., Inc. | 1,686,259 | $10.6M | 0.01% | −22,246−1.3% | Reduced |
| Royal Bank of Canada | 1,815,358 | $11.4M | 0.00% | −30,589−1.7% | Reduced |
| Causeway Capital Management LLC | 1,978,964 | $12.4M | 0.30% | −39,305−1.9% | Reduced |
| LMR Partners LLP | 2,381,606 | $15.3M | 0.22% | −357,479−13.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,557,985 | $16.0M | 0.02% | +2,149,935+526.9% | Added |
| Bank of America Corp | 3,192,309 | $20.0M | 0.00% | +201,052+6.7% | Added |
| Renaissance Technologies LLC | 3,652,570 | $22.9M | 0.03% | −34,800−0.9% | Reduced |
| Northern Trust Corp | 3,989,252 | $25.0M | 0.00% | −190,611−4.6% | Reduced |
| Invesco Ltd. | 4,154,809 | $26.1M | 0.01% | +4,057,499+4,169.7% | Added |
| FMR LLC | 4,462,246 | $28.0M | 0.00% | −404,957−8.3% | Reduced |
| Cowen and Company, LLC | 5,676,605 | $35.6M | 3.59% | −300,000−5.0% | Reduced |
| Wells Fargo & Company | 5,795,725 | $36.3M | 0.01% | +1,069,075+22.6% | Added |
| BlackRock Inc. | 7,115,610 | $44.6M | 0.00% | −92,527−1.3% | Reduced |
| Morgan Stanley | 8,037,500 | $50.4M | 0.01% | −915,261−10.2% | Reduced |
| Goldman Sachs Group Inc | 8,157,869 | $51.1M | 0.01% | −1,291,769−13.7% | Reduced |
| Lazard Asset Management LLC | 9,029,365 | $56.6M | 0.07% | +69,960+0.8% | Added |
| Cowen Investment Management LLC | 9,915,600 | $62.2M | 13.33% | −445,000−4.3% | Reduced |
| Parametric Portfolio Associates LLC | 11,590,717 | $72.7M | 0.04% | −104,052−0.9% | Reduced |
| Aaron Wealth Advisors | 14,577 | – | – | +14,577 | New |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −1,116,709−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −1,045,000−100.0% | Sold out |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −107,133−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −103,547−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −64,865−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −25,750−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −19,085−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,938−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −18,057−100.0% | Sold out |
| Park National Corp | 0 | $0 | 0.00% | −12,324−100.0% | Sold out |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −11,935−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −10,350−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −1,972−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −1,032−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −701−100.0% | Sold out |
| Core Alternative Capital | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |