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 |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 35 | $0 | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 86 | $0 | 0.00% | +86 | New |
| JJJ Advisors Inc. | 185 | $1.00K | 0.00% | −6,875−97.4% | Reduced |
| Ellevest, Inc. | 162 | $1.00K | 0.00% | −729−81.8% | Reduced |
| Evoke Wealth, LLC | 133 | $1.00K | 0.00% | −117−46.8% | Reduced |
| Retirement Group, LLC | 210 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 206 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 153 | $1.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 307 | $1.00K | 0.00% | +242+372.3% | Added |
| Bell Investment Advisors, Inc | 232 | $1.00K | 0.00% | +232 | New |
| EverSource Wealth Advisors, LLC | 371 | $2.00K | 0.00% | −1,304−77.9% | Reduced |
| Harbour Investments, Inc. | 393 | $2.00K | 0.00% | +393 | New |
| Horan Securities, Inc. | 375 | $2.00K | 0.00% | +375 | New |
| Financial Connections Group, Inc. | 525 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 491 | $3.00K | 0.00% | +491 | New |
| CoreCap Advisors, LLC | 430 | $3.00K | 0.00% | +430 | New |
| Castle Wealth Management LLC | 468 | $3.00K | 0.00% | +468 | New |
| FinTrust Capital Advisors, LLC | 740 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 601 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 722 | $4.00K | 0.00% | +722 | New |
| Federation des caisses Desjardins du Quebec | 800 | $4.72K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 790 | $5.00K | 0.00% | −6,946−89.8% | Reduced |
| Washington Trust Co | 914 | $5.00K | 0.00% | −114−11.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 861 | $5.00K | 0.00% | +861 | New |
| Washington Trust Advisors, Inc. | 1,018 | $6.00K | 0.00% | −1,299−56.1% | Reduced |
| Global Retirement Partners, LLC | 1,068 | $6.00K | 0.00% | +229+27.3% | Added |
| First Horizon Advisors, Inc. | 1,077 | $6.00K | 0.00% | +810+303.4% | Added |
| Enterprise Trust & Investment Co | 1,078 | $6.00K | 0.00% | +1,078 | New |
| TD Ameritrade Investment Management, LLC | 1,249 | $7.00K | 0.00% | −917−42.3% | Reduced |
| Spire Wealth Management | 1,233 | $7.00K | 0.00% | −259−17.4% | Reduced |
| HHM Wealth Advisors, LLC | 1,149 | $7.00K | 0.00% | +1,149 | New |
| Financial Management Professionals, Inc. | 1,353 | $8.00K | 0.00% | −215−13.7% | Reduced |
| Fifth Third Bancorp | 1,302 | $8.00K | 0.00% | +183+16.4% | Added |
| Allworth Financial LP | 1,345 | $8.00K | 0.00% | +1,345 | New |
| PEAK6 Investments LLC | 1,021 | $8.78K | 0.00% | +1,021 | New |
| Smithfield Trust Co | 1,689 | $9.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,474 | $9.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,692 | $9.98K | 0.01% | +1,692 | New |
| Brown Brothers Harriman & Co | 1,806 | $11.0K | 0.00% | +1,421+369.1% | Added |
| Ronald Blue Trust, Inc. | 1,781 | $11.0K | 0.00% | +1,781 | New |
| JFS Wealth Advisors, LLC | 2,416 | $14.0K | 0.00% | +358+17.4% | Added |
| Column Capital Advisors, LLC | 2,478 | $15.0K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 2,894 | $17.0K | 0.00% | −151,902−98.1% | Reduced |
| Fieldpoint Private Securities, LLC | 2,863 | $17.0K | 0.00% | −11,294−79.8% | Reduced |
| Glassman Wealth Services | 2,804 | $17.0K | 0.00% | −294−9.5% | Reduced |
| Front Row Advisors LLC | 3,442 | $20.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,410 | $20.1K | 0.00% | −239−6.5% | Reduced |
| Farmers & Merchants Investments Inc | 3,558 | $21.0K | 0.00% | −2,118−37.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,601 | $21.0K | 0.00% | −402−10.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,728 | $22.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3,991 | $24.0K | 0.00% | −3,411−46.1% | Reduced |
| Aquatic Capital Management LLC | 4,300 | $25.0K | 0.01% | +2,100+95.5% | Added |
| Venture Visionary Partners LLC | 4,521 | $26.7K | 0.00% | +4,521 | New |
| Umb Bank N A | 6,210 | $37.0K | 0.00% | −1,563−20.1% | Reduced |
| CWM, LLC | 7,196 | $42.0K | 0.00% | −6,353−46.9% | Reduced |
| Hexagon Capital Partners LLC | 7,638 | $45.0K | 0.01% | +3,191+71.8% | Added |
| Rosenberg Matthew Hamilton | 7,701 | $46.0K | 0.02% | −2,655−25.6% | Reduced |
| Rockefeller Capital Management L.P. | 8,679 | $50.0K | 0.00% | −2,155−19.9% | Reduced |
| TD Private Client Wealth LLC | 9,106 | $53.7K | 0.00% | −10,255−53.0% | Reduced |
| Private Capital Group, LLC | 9,103 | $54.0K | 0.04% | −558−5.8% | Reduced |
| Citigroup Inc | 9,891 | $59.0K | 0.00% | −7,769−44.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,234 | $60.0K | 0.00% | +10,234 | New |
| Dakota Wealth Management | 10,166 | $60.0K | 0.01% | +10,166 | New |
| Alera Investment Advisors, LLC | 10,199 | $60.0K | 0.02% | +10,199 | New |
| Balentine LLC | 10,264 | $61.0K | 0.00% | −12,422−54.8% | Reduced |
| Snowden Capital Advisors LLC | 10,403 | $61.0K | 0.00% | −998−8.8% | Reduced |
| Vident Investment Advisory, LLC | 11,541 | $64.0K | 0.00% | +11,541 | New |
| Peapack Gladstone Financial Corp | 11,359 | $67.0K | 0.00% | +238+2.1% | Added |
| Voloridge Investment Management, LLC | 11,366 | $67.0K | 0.00% | +11,366 | New |
| Moreno Evelyn V | 11,577 | $68.0K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 11,616 | $69.0K | 0.00% | −4,196−26.5% | Reduced |
| Keudell/Morrison Wealth Management | 11,863 | $70.0K | 0.03% | +911+8.3% | Added |
| Eqis Capital Management, Inc. | 12,078 | $71.3K | 0.01% | −996−7.6% | Reduced |
| Cresset Asset Management, LLC | 12,663 | $77.0K | 0.00% | −13,435−51.5% | Reduced |
| Lindbrook Capital, LLC | 13,173 | $78.0K | 0.01% | −11,120−45.8% | Reduced |
| Lantz Financial LLC | 13,269 | $78.0K | 0.04% | +241+1.8% | Added |
| Optas, LLC | 13,215 | $78.0K | 0.03% | +730+5.8% | Added |
| Quantinno Capital Management LP | 13,154 | $78.0K | 0.01% | +13,154 | New |
| Twin Focus Capital Partners, LLC | 13,352 | $79.0K | 0.02% | −152−1.1% | Reduced |
| Prudent Man Advisors, LLC | 13,792 | $81.0K | 0.04% | −1,716−11.1% | Reduced |
| Beacon Pointe Advisors, LLC | 13,269 | $81.0K | 0.00% | −761−5.4% | Reduced |
| Captrust Financial Advisors | 13,839 | $82.0K | 0.00% | −2,207−13.8% | Reduced |
| Ballentine Partners, LLC | 14,163 | $83.0K | 0.00% | −1,860−11.6% | Reduced |
| PDS Planning, Inc | 14,326 | $85.0K | 0.02% | −62−0.4% | Reduced |
| Marks Group Wealth Management, Inc | 14,394 | $85.0K | 0.01% | 00.0% | Unchanged |
| Bank of Hawaii | 14,737 | $87.0K | 0.01% | +1,463+11.0% | Added |
| Balasa Dinverno & Foltz LLC | 14,755 | $87.0K | 0.01% | +14,755 | New |
| Hancock Whitney Corp | 14,973 | $88.0K | 0.00% | −496−3.2% | Reduced |
| Dana Investment Advisors, Inc. | 14,940 | $88.0K | 0.00% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 15,012 | $89.0K | 0.02% | +15,012 | New |
| CWM Advisors, LLC | 15,557 | $92.0K | 0.01% | +835+5.7% | Added |
| Huntington National Bank | 15,752 | $93.0K | 0.00% | +10,397+194.2% | Added |
| Keel Point, LLC | 15,964 | $99.0K | 0.02% | +3,484+27.9% | Added |
| Commonwealth Equity Services, LLC | 17,196 | $101.0K | 0.00% | −5,113−22.9% | Reduced |
| Five Oceans Advisors | 17,150 | $101.0K | 0.08% | +725+4.4% | Added |
| Knowledge Leaders Capital, LLC | 17,668 | $104.0K | 0.10% | +17,668 | New |
| IFP Advisors, Inc | 12,509 | $107.0K | 0.00% | −1,293−9.4% | Reduced |
| Stephens Inc | 18,375 | $108.0K | 0.00% | −282−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,347 | $108.0K | 0.00% | +18,347 | New |