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, Q2 2022
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Jun 30, 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
- 244
- −2 vs. Q1 2022
- Shares held
- 120.0M
- +9.71M (+8.8%) vs. Q1 2022
- Total value
- $708.5M
- +$15.8M (+2.3%) vs. Q1 2022
- New holders
- 35
- 75 more added
- Sold out
- 37
- 103 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 14,267,905 | $84.2M | 0.01% | +6,230,405+77.5% | Added |
| Cowen Investment Management LLC | 9,915,600 | $58.5M | 12.50% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 9,482,362 | $55.9M | 0.02% | +1,324,493+16.2% | Added |
| Lazard Asset Management LLC | 8,579,449 | $50.6M | 0.07% | −449,916−5.0% | Reduced |
| BlackRock Inc. | 6,645,322 | $39.2M | 0.00% | −470,288−6.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,852,849 | $34.5M | 0.05% | +3,294,864+128.8% | Added |
| Cowen and Company, LLC | 5,676,605 | $33.5M | 3.31% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,663,120 | $33.4M | 0.01% | −132,605−2.3% | Reduced |
| FMR LLC | 4,473,511 | $26.4M | 0.00% | +11,265+0.3% | Added |
| Jane Street Group, LLC | 4,035,459 | $23.8M | 0.05% | +3,985,810+8,028.0% | Added |
| Northern Trust Corp | 4,011,076 | $23.7M | 0.01% | +21,824+0.5% | Added |
| Renaissance Technologies LLC | 3,542,270 | $20.9M | 0.02% | −110,300−3.0% | Reduced |
| Invesco Ltd. | 3,119,357 | $18.4M | 0.01% | −1,035,452−24.9% | Reduced |
| Bank of America Corp | 2,962,887 | $17.5M | 0.00% | −229,422−7.2% | Reduced |
| LMR Partners LLP | 2,495,132 | $14.8M | 0.31% | +113,526+4.8% | Added |
| Causeway Capital Management LLC | 1,876,056 | $11.1M | 0.30% | −102,908−5.2% | Reduced |
| Royal Bank of Canada | 1,721,594 | $10.2M | 0.00% | −93,764−5.2% | Reduced |
| Envestnet Asset Management Inc | 1,456,013 | $8.59M | 0.00% | −54,981−3.6% | Reduced |
| Dimensional Fund Advisors LP | 1,422,220 | $8.39M | 0.00% | +368,873+35.0% | Added |
| HAP Trading, LLC | 1,207,075 | $7.12M | 0.89% | +1,207,075 | New |
| Russell Investments Group, Ltd. | 1,124,270 | $6.63M | 0.01% | +137,365+13.9% | Added |
| Capricorn Fund Managers Ltd | 1,005,212 | $5.93M | 1.08% | +1,005,212 | New |
| Old Mission Capital LLC | 934,019 | $5.51M | 0.18% | +855,122+1,083.8% | Added |
| CIBC World Markets Inc. | 869,079 | $5.13M | 0.02% | +11,405+1.3% | Added |
| Franklin Resources Inc | 867,153 | $5.12M | 0.00% | −319,668−26.9% | Reduced |
| Natixis Advisors, L.P. | 581,814 | $3.43M | 0.02% | −26,557−4.4% | Reduced |
| State Street Corp | 532,720 | $3.14M | 0.00% | +504,646+1,797.6% | Added |
| American Century Companies Inc | 482,960 | $2.85M | 0.00% | +92,831+23.8% | Added |
| Truist Financial Corp | 480,332 | $2.83M | 0.01% | +23,971+5.3% | Added |
| Crossmark Global Holdings, Inc. | 466,722 | $2.75M | 0.07% | +4,168+0.9% | Added |
| Anderson Hoagland & Co | 435,548 | $2.58M | 0.39% | 00.0% | Unchanged |
| US Bancorp | 428,489 | $2.53M | 0.00% | +12,109+2.9% | Added |
| Bank of Montreal | 415,491 | $2.51M | 0.00% | −80,157−16.2% | Reduced |
| Gilman Hill Asset Management, LLC | 407,292 | $2.40M | 0.52% | +20,577+5.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 392,268 | $2.31M | 0.10% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 373,534 | $2.20M | 0.04% | −393,929−51.3% | Reduced |
| Brinker Capital Investments, LLC | 368,229 | $2.17M | 0.04% | −13,075−3.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 362,591 | $2.14M | 0.32% | 00.0% | Unchanged |
| SEI Investments Co | 335,505 | $2.05M | 0.00% | −6,925−2.0% | Reduced |
| Raymond James & Associates | 341,328 | $2.01M | 0.00% | +3,616+1.1% | Added |
| Stifel Financial Corp | 336,609 | $1.99M | 0.00% | +34,593+11.5% | Added |
| Millennium Management LLC | 311,537 | $1.84M | 0.00% | −228,885−42.4% | Reduced |
| Greenleaf Trust | 301,329 | $1.78M | 0.03% | +1,130+0.4% | Added |
| Regions Financial Corp | 287,843 | $1.70M | 0.02% | −82,430−22.3% | Reduced |
| The PNC Financial Services Group, Inc. | 254,039 | $1.50M | 0.00% | −21,984−8.0% | Reduced |
| Citadel Advisors LLC | 249,547 | $1.47M | 0.00% | −922,411−78.7% | Reduced |
| Ameriprise Financial Inc | 239,714 | $1.42M | 0.00% | −150,255−38.5% | Reduced |
| Thomas White International Ltd | 239,625 | $1.41M | 0.28% | +47,702+24.9% | Added |
| Bank of New York Mellon Corp | 238,225 | $1.41M | 0.00% | −22,297−8.6% | Reduced |
| BTC Capital Management, Inc. | 207,051 | $1.22M | 0.15% | −220,507−51.6% | Reduced |
| Veriti Management LLC | 198,345 | $1.17M | 0.16% | +71,395+56.2% | Added |
| Signaturefd, LLC | 194,864 | $1.15M | 0.04% | −2,077−1.1% | Reduced |
| LPL Financial LLC | 192,930 | $1.14M | 0.00% | +24,192+14.3% | Added |
| M&T Bank Corp | 190,636 | $1.12M | 0.01% | +33,013+20.9% | Added |
| Advisor Partners LLC | 186,280 | $1.10M | 0.08% | −13,023−6.5% | Reduced |
| Mercer Global Advisors Inc | 185,066 | $1.09M | 0.01% | +17,555+10.5% | Added |
| D. E. Shaw & Co., Inc. | 163,297 | $963.0K | 0.00% | −1,522,962−90.3% | Reduced |
| Guggenheim Capital LLC | 162,970 | $962.0K | 0.01% | −67,332−29.2% | Reduced |
| Oppenheimer Asset Management Inc. | 161,875 | $955.0K | 0.02% | −6,728−4.0% | Reduced |
| Forum Financial Management, LP | 160,313 | $946.0K | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 151,048 | $891.0K | 0.01% | +125,562+492.7% | Added |
| Allspring Global Investments Holdings, LLC | 145,314 | $857.0K | 0.00% | +840+0.6% | Added |
| Wetherby Asset Management Inc | 143,173 | $845.0K | 0.06% | −28,407−16.6% | Reduced |
| Sanders Capital, LLC | 140,563 | $829.0K | 0.00% | −5,400−3.7% | Reduced |
| Advisor Group Holdings, Inc. | 140,614 | $828.0K | 0.00% | −18,886−11.8% | Reduced |
| Altium Wealth Management LLC | 138,484 | $817.0K | 0.06% | −35,267−20.3% | Reduced |
| Qtron Investments LLC | 132,326 | $781.0K | 0.17% | 00.0% | Unchanged |
| Schroder Investment Management Group | 126,223 | $745.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 122,799 | $725.0K | 0.01% | +122,799 | New |
| Comerica Bank | 119,864 | $721.0K | 0.01% | −1,449−1.2% | Reduced |
| Boothbay Fund Management, LLC | 119,000 | $702.0K | 0.02% | +119,000 | New |
| Westwood Holdings Group Inc. | 118,725 | $701.0K | 0.01% | −538−0.5% | Reduced |
| Verdence Capital Advisors LLC | 118,698 | $700.0K | 0.09% | +3,001+2.6% | Added |
| Engineers Gate Manager LP | 117,600 | $694.0K | 0.03% | +117,600 | New |
| Cubist Systematic Strategies, LLC | 109,282 | $645.0K | 0.00% | −271,808−71.3% | Reduced |
| Yousif Capital Management, LLC | 105,681 | $624.0K | 0.01% | −765−0.7% | Reduced |
| StoneX Group Inc. | 104,833 | $618.5K | 0.08% | +59,127+129.4% | Added |
| Employees Retirement System of Texas | 101,168 | $597.0K | 0.01% | −52,580−34.2% | Reduced |
| JustInvest LLC | 91,533 | $540.0K | 0.03% | −4,255−4.4% | Reduced |
| Johnson Investment Counsel Inc | 90,900 | $536.0K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 86,320 | $509.0K | 0.06% | −2,701−3.0% | Reduced |
| Mariner, LLC | 82,427 | $486.0K | 0.00% | +21,990+36.4% | Added |
| Creative Planning | 81,629 | $482.0K | 0.00% | +30,860+60.8% | Added |
| Orbis Allan Gray Ltd | 79,514 | $469.0K | 0.00% | −3,624−4.4% | Reduced |
| Janney Montgomery Scott LLC | 78,818 | $465.0K | 0.00% | +9,753+14.1% | Added |
| Eagle Asset Management Inc | 77,972 | $460.0K | 0.00% | −5,430−6.5% | Reduced |
| Schechter Investment Advisors, LLC | 72,446 | $428.0K | 0.04% | −4,361−5.7% | Reduced |
| Investors Research Corp | 71,854 | $424.0K | 0.13% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 70,870 | $418.0K | 0.02% | +17,141+31.9% | Added |
| Ethic Inc. | 69,612 | $411.0K | 0.03% | +45,297+186.3% | Added |
| First Republic Investment Management, Inc. | 69,519 | $410.0K | 0.00% | +4,141+6.3% | Added |
| Morningstar Investment Services LLC | 67,754 | $405.0K | 0.01% | +12,415+22.4% | Added |
| Covenant Partners, LLC | 68,221 | $403.0K | 0.19% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 64,534 | $381.0K | 0.15% | +30,997+92.4% | Added |
| Evergreen Capital Management LLC | 62,768 | $371.0K | 0.02% | +42,570+210.8% | Added |
| Naviter Wealth, LLC | 62,126 | $367.0K | 0.15% | +62,126 | New |
| Dorsey & Whitney Trust CO LLC | 59,076 | $349.0K | 0.04% | +1,456+2.5% | Added |
| Corient Capital Partners, LLC | 53,904 | $318.0K | 0.02% | +2,975+5.8% | Added |
| Freestone Capital Holdings, LLC | 53,763 | $317.0K | 0.01% | −264,450−83.1% | Reduced |
| Quadrant Capital Group LLC | 50,870 | $300.0K | 0.04% | −2,200−4.1% | Reduced |