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 |
|---|---|---|---|---|---|
| Morningstar Investment Services LLC | 55,339 | $364.0K | 0.00% | +3,050+5.8% | Added |
| Dorsey & Whitney Trust CO LLC | 57,620 | $361.0K | 0.03% | +356+0.6% | Added |
| Mission Wealth Management, LP | 53,729 | $337.0K | 0.02% | +8,191+18.0% | Added |
| Quadrant Capital Group LLC | 53,070 | $333.0K | 0.04% | +6,684+14.4% | Added |
| Corient Capital Partners, LLC | 50,929 | $319.0K | 0.02% | +2,709+5.6% | Added |
| Creative Planning | 50,769 | $318.0K | 0.00% | +2,942+6.2% | Added |
| RNC Capital Management LLC | 50,400 | $316.0K | 0.02% | +1,900+3.9% | Added |
| Jane Street Group, LLC | 49,649 | $311.0K | 0.00% | −926,367−94.9% | Reduced |
| Lake Street Advisors Group, LLC | 49,360 | $310.0K | 0.02% | +971+2.0% | Added |
| New York State Common Retirement Fund | 46,452 | $291.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 45,922 | $288.0K | 0.00% | −3,145−6.4% | Reduced |
| StoneX Group Inc. | 45,706 | $286.6K | 0.02% | +45,706 | New |
| Eaton Vance Management | 44,246 | $278.0K | 0.00% | −540−1.2% | Reduced |
| Parallel Advisors, LLC | 41,505 | $271.0K | 0.01% | −5,556−11.8% | Reduced |
| Sequoia Financial Advisors, LLC | 42,247 | $265.0K | 0.01% | +20,150+91.2% | Added |
| 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 |
| Park Avenue Securities LLC | 41,329 | $259.0K | 0.00% | −355−0.9% | 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 |
| Crescent Grove Advisors, LLC | 39,845 | $250.0K | 0.02% | −30,455−43.3% | Reduced |
| Avantax Advisory Services, Inc. | 37,721 | $238.0K | 0.00% | +6,245+19.8% | Added |
| Sage Rhino Capital LLC | 36,643 | $230.0K | 0.07% | +379+1.0% | Added |
| Private Advisor Group, LLC | 36,614 | $229.0K | 0.00% | −211−0.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 36,322 | $227.0K | 0.00% | +15,414+73.7% | Added |
| Credential Qtrade Securities Inc. | 35,528 | $222.8K | 0.01% | +1,702+5.0% | Added |
| Vise Technologies, Inc. | 33,537 | $210.0K | 0.08% | +33,537 | New |
| Checchi Capital Advisers, LLC | 32,045 | $201.0K | 0.02% | −211−0.7% | Reduced |
| Clarius Group, LLC | 29,408 | $200.0K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 31,528 | $198.0K | 0.00% | −954,667−96.8% | Reduced |
| Zions Bancorporation, N.A. | 31,193 | $196.0K | 0.02% | +9,199+41.8% | Added |
| FDx Advisors, Inc. | 30,826 | $193.0K | 0.01% | +15,788+105.0% | Added |
| Boston Private Wealth LLC | 29,552 | $186.0K | 0.00% | −14,374−32.7% | Reduced |
| State Street Corp | 28,074 | $176.0K | 0.00% | +14,120+101.2% | Added |
| Fisher Asset Management, LLC | 27,587 | $173.0K | 0.00% | −763−2.7% | Reduced |
| Davenport & Co LLC | 26,680 | $167.0K | 0.00% | +9,996+59.9% | 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 |
| Atlas Capital Advisors LLC | 25,450 | $159.6K | 0.02% | +2,124+9.1% | Added |
| Cerity Partners LLC | 25,486 | $159.0K | 0.00% | −14,048−35.5% | Reduced |
| 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 |
| 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 |
| Jump Financial, LLC | 23,200 | $145.0K | 0.01% | +23,200 | New |
| Harbor Investment Advisory, LLC | 22,987 | $144.0K | 0.02% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 22,649 | $142.0K | 0.10% | +25+0.1% | Added |
| Balentine LLC | 22,686 | $142.0K | 0.00% | +5,470+31.8% | 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 |
| Two Sigma Securities, LLC | 21,807 | $137.0K | 0.02% | +8,327+61.8% | Added |
| Boston Partners | 21,618 | $136.0K | 0.00% | +9,393+76.8% | Added |
| HighTower Advisors, LLC | 20,367 | $128.0K | 0.00% | +313+1.6% | Added |
| Rehmann Capital Advisory Group | 20,259 | $127.0K | 0.01% | −3,943−16.3% | Reduced |
| Evergreen Capital Management LLC | 20,198 | $127.0K | 0.01% | +1,240+6.5% | Added |
| Inspire Advisors, LLC | 19,765 | $124.0K | 0.03% | +6,789+52.3% | Added |
| Gsa Capital Partners LLP | 19,500 | $122.0K | 0.02% | +19,500 | New |
| TD Private Client Wealth LLC | 19,361 | $121.4K | 0.01% | +10,063+108.2% | 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 |
| IFP Advisors, Inc | 13,802 | $119.0K | 0.00% | +13,703+13,841.4% | Added |
| Stephens Inc | 18,657 | $117.0K | 0.00% | −5,385−22.4% | Reduced |
| Citigroup Inc | 17,660 | $111.0K | 0.00% | −2,315,060−99.2% | Reduced |
| Five Oceans Advisors | 16,425 | $103.0K | 0.09% | +16,425 | New |
| Captrust Financial Advisors | 16,046 | $101.0K | 0.00% | +7,025+77.9% | Added |
| 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 |
| 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 |
| Dana Investment Advisors, Inc. | 14,940 | $94.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 14,722 | $92.0K | 0.01% | −829−5.3% | Reduced |
| Capital Planning Advisors, LLC | 14,575 | $91.0K | 0.02% | +14,575 | New |
| 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 |
| Fieldpoint Private Securities, LLC | 14,157 | $89.0K | 0.02% | +115+0.8% | 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 |
| 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 |
| Bank of Hawaii | 13,274 | $83.0K | 0.00% | +13,274 | New |
| 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 |
| 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 |
| Intersect Capital LLC | 12,162 | $76.0K | 0.01% | −5,668−31.8% | Reduced |
| Quantbot Technologies LP | 12,000 | $75.0K | 0.01% | +6,044+101.5% | 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 |
| Snowden Capital Advisors LLC | 11,401 | $71.0K | 0.00% | +9,761+595.2% | Added |
| Peapack Gladstone Financial Corp | 11,121 | $70.0K | 0.00% | +487+4.6% | Added |
| Keudell/Morrison Wealth Management | 10,952 | $69.0K | 0.03% | +10,952 | New |
| Rockefeller Capital Management L.P. | 10,834 | $66.0K | 0.00% | +779+7.7% | Added |
| Manchester Financial Inc | 10,400 | $65.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10,356 | $65.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 9,661 | $61.0K | 0.01% | −2,795−22.4% | Reduced |
| 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 |
| Assetmark, Inc | 7,402 | $46.0K | 0.00% | +3,411+85.5% | Added |
| JJJ Advisors Inc. | 7,060 | $44.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 5,676 | $36.0K | 0.00% | +5,364+1,719.2% | Added |