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 |
|---|---|---|---|---|---|
| Icon Wealth Partners, LLC | 19,133 | $113.0K | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 19,321 | $114.0K | 0.01% | +19,321 | New |
| Ieq Capital, LLC | 20,366 | $120.0K | 0.00% | −3,117−13.3% | Reduced |
| Keybank National Association | 20,480 | $121.0K | 0.00% | −1,735−7.8% | Reduced |
| Rehmann Capital Advisory Group | 21,434 | $126.5K | 0.01% | +1,175+5.8% | Added |
| Tower Research Capital LLC (TRC) | 21,448 | $127.0K | 0.00% | −19,277−47.3% | Reduced |
| Vanguard Capital Wealth Advisors | 21,722 | $128.0K | 0.14% | −927−4.1% | Reduced |
| FDx Advisors, Inc. | 21,854 | $129.0K | 0.00% | −8,972−29.1% | Reduced |
| Harbor Investment Advisory, LLC | 22,987 | $136.0K | 0.02% | 00.0% | Unchanged |
| Boston Partners | 23,294 | $137.0K | 0.00% | +1,676+7.8% | Added |
| UBS Group AG | 24,966 | $147.0K | 0.00% | −336,499−93.1% | Reduced |
| Cetera Investment Advisers | 24,901 | $147.0K | 0.00% | +1,390+5.9% | Added |
| Boston Private Wealth LLC | 25,044 | $148.0K | 0.00% | −4,508−15.3% | Reduced |
| Davenport & Co LLC | 25,856 | $153.0K | 0.00% | −824−3.1% | Reduced |
| EP Wealth Advisors, LLC | 26,387 | $156.0K | 0.00% | +7,276+38.1% | Added |
| Fisher Asset Management, LLC | 28,720 | $169.0K | 0.00% | +1,133+4.1% | Added |
| Bokf, NA | 29,258 | $173.0K | 0.00% | −12,495−29.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 30,374 | $179.0K | 0.01% | −10,244−25.2% | Reduced |
| HighTower Advisors, LLC | 31,660 | $186.0K | 0.00% | +11,293+55.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 33,550 | $198.0K | 0.04% | −30,370−47.5% | Reduced |
| Federated Hermes, Inc. | 33,670 | $198.0K | 0.00% | +2,142+6.8% | Added |
| Clarius Group, LLC | 33,674 | $199.0K | 0.02% | +4,266+14.5% | Added |
| Kestra Advisory Services, LLC | 34,121 | $201.0K | 0.00% | +7,934+30.3% | Added |
| Inspire Advisors, LLC | 34,737 | $205.0K | 0.06% | +14,972+75.8% | Added |
| Checchi Capital Advisers, LLC | 32,997 | $211.0K | 0.02% | +952+3.0% | Added |
| Sage Rhino Capital LLC | 36,314 | $214.0K | 0.08% | −329−0.9% | Reduced |
| Zions Bancorporation, N.A. | 36,476 | $215.0K | 0.02% | +5,283+16.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 36,669 | $216.0K | 0.00% | +347+1.0% | Added |
| SG Americas Securities, LLC | 36,669 | $216.0K | 0.00% | +36,669 | New |
| Credential Qtrade Securities Inc. | 37,329 | $220.2K | 0.02% | +1,801+5.1% | Added |
| Parallel Advisors, LLC | 40,670 | $240.0K | 0.01% | −835−2.0% | Reduced |
| Susquehanna International Group, LLP | 42,273 | $249.0K | 0.00% | −34,420−44.9% | Reduced |
| Ritholtz Wealth Management | 42,302 | $250.0K | 0.02% | −101,331−70.5% | Reduced |
| Sequoia Financial Advisors, LLC | 42,318 | $250.0K | 0.01% | +71+0.2% | Added |
| Park Avenue Securities LLC | 43,667 | $258.0K | 0.00% | +2,338+5.7% | Added |
| MML Investors Services, LLC | 44,446 | $262.0K | 0.00% | −1,476−3.2% | Reduced |
| JPMorgan Chase & Co | 45,511 | $268.0K | 0.00% | −54,047−54.3% | Reduced |
| Lake Street Advisors Group, LLC | 45,784 | $270.0K | 0.02% | −3,576−7.2% | Reduced |
| Atlas Capital Advisors LLC | 46,167 | $272.4K | 0.05% | +20,717+81.4% | Added |
| New York State Common Retirement Fund | 46,452 | $274.0K | 0.00% | 00.0% | Unchanged |
| RNC Capital Management LLC | 48,100 | $284.0K | 0.02% | −2,300−4.6% | Reduced |
| Private Advisor Group, LLC | 49,517 | $292.0K | 0.00% | +12,903+35.2% | Added |
| West Family Investments, Inc. | 50,310 | $297.0K | 0.12% | −70,690−58.4% | Reduced |
| Nomura Holdings Inc | 50,000 | $298.0K | 0.00% | +50,000 | New |
| Quadrant Capital Group LLC | 50,870 | $300.0K | 0.04% | −2,200−4.1% | Reduced |
| Freestone Capital Holdings, LLC | 53,763 | $317.0K | 0.01% | −264,450−83.1% | Reduced |
| Corient Capital Partners, LLC | 53,904 | $318.0K | 0.02% | +2,975+5.8% | Added |
| Dorsey & Whitney Trust CO LLC | 59,076 | $349.0K | 0.04% | +1,456+2.5% | Added |
| Naviter Wealth, LLC | 62,126 | $367.0K | 0.15% | +62,126 | New |
| Evergreen Capital Management LLC | 62,768 | $371.0K | 0.02% | +42,570+210.8% | Added |
| Vise Technologies, Inc. | 64,534 | $381.0K | 0.15% | +30,997+92.4% | Added |
| Covenant Partners, LLC | 68,221 | $403.0K | 0.19% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 67,754 | $405.0K | 0.01% | +12,415+22.4% | Added |
| First Republic Investment Management, Inc. | 69,519 | $410.0K | 0.00% | +4,141+6.3% | Added |
| Ethic Inc. | 69,612 | $411.0K | 0.03% | +45,297+186.3% | Added |
| Mission Wealth Management, LP | 70,870 | $418.0K | 0.02% | +17,141+31.9% | Added |
| Investors Research Corp | 71,854 | $424.0K | 0.13% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 72,446 | $428.0K | 0.04% | −4,361−5.7% | Reduced |
| Eagle Asset Management Inc | 77,972 | $460.0K | 0.00% | −5,430−6.5% | Reduced |
| Janney Montgomery Scott LLC | 78,818 | $465.0K | 0.00% | +9,753+14.1% | Added |
| Orbis Allan Gray Ltd | 79,514 | $469.0K | 0.00% | −3,624−4.4% | Reduced |
| Creative Planning | 81,629 | $482.0K | 0.00% | +30,860+60.8% | Added |
| Mariner, LLC | 82,427 | $486.0K | 0.00% | +21,990+36.4% | Added |
| Mount Yale Investment Advisors, LLC | 86,320 | $509.0K | 0.06% | −2,701−3.0% | Reduced |
| Johnson Investment Counsel Inc | 90,900 | $536.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 91,533 | $540.0K | 0.03% | −4,255−4.4% | Reduced |
| Employees Retirement System of Texas | 101,168 | $597.0K | 0.01% | −52,580−34.2% | Reduced |
| StoneX Group Inc. | 104,833 | $618.5K | 0.08% | +59,127+129.4% | Added |
| Yousif Capital Management, LLC | 105,681 | $624.0K | 0.01% | −765−0.7% | Reduced |
| Cubist Systematic Strategies, LLC | 109,282 | $645.0K | 0.00% | −271,808−71.3% | Reduced |
| Engineers Gate Manager LP | 117,600 | $694.0K | 0.03% | +117,600 | New |
| Verdence Capital Advisors LLC | 118,698 | $700.0K | 0.09% | +3,001+2.6% | Added |
| Westwood Holdings Group Inc. | 118,725 | $701.0K | 0.01% | −538−0.5% | Reduced |
| Boothbay Fund Management, LLC | 119,000 | $702.0K | 0.02% | +119,000 | New |
| Comerica Bank | 119,864 | $721.0K | 0.01% | −1,449−1.2% | Reduced |
| Advisors Asset Management, Inc. | 122,799 | $725.0K | 0.01% | +122,799 | New |
| Schroder Investment Management Group | 126,223 | $745.0K | 0.00% | 00.0% | Unchanged |
| Qtron Investments LLC | 132,326 | $781.0K | 0.17% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 138,484 | $817.0K | 0.06% | −35,267−20.3% | Reduced |
| Advisor Group Holdings, Inc. | 140,614 | $828.0K | 0.00% | −18,886−11.8% | Reduced |
| Sanders Capital, LLC | 140,563 | $829.0K | 0.00% | −5,400−3.7% | Reduced |
| Wetherby Asset Management Inc | 143,173 | $845.0K | 0.06% | −28,407−16.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 145,314 | $857.0K | 0.00% | +840+0.6% | Added |
| Cerity Partners LLC | 151,048 | $891.0K | 0.01% | +125,562+492.7% | Added |
| Forum Financial Management, LP | 160,313 | $946.0K | 0.05% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 161,875 | $955.0K | 0.02% | −6,728−4.0% | Reduced |
| Guggenheim Capital LLC | 162,970 | $962.0K | 0.01% | −67,332−29.2% | Reduced |
| D. E. Shaw & Co., Inc. | 163,297 | $963.0K | 0.00% | −1,522,962−90.3% | Reduced |
| Mercer Global Advisors Inc | 185,066 | $1.09M | 0.01% | +17,555+10.5% | Added |
| Advisor Partners LLC | 186,280 | $1.10M | 0.08% | −13,023−6.5% | Reduced |
| M&T Bank Corp | 190,636 | $1.12M | 0.01% | +33,013+20.9% | Added |
| LPL Financial LLC | 192,930 | $1.14M | 0.00% | +24,192+14.3% | Added |
| Signaturefd, LLC | 194,864 | $1.15M | 0.04% | −2,077−1.1% | Reduced |
| Veriti Management LLC | 198,345 | $1.17M | 0.16% | +71,395+56.2% | Added |
| BTC Capital Management, Inc. | 207,051 | $1.22M | 0.15% | −220,507−51.6% | Reduced |
| Bank of New York Mellon Corp | 238,225 | $1.41M | 0.00% | −22,297−8.6% | Reduced |
| Thomas White International Ltd | 239,625 | $1.41M | 0.28% | +47,702+24.9% | Added |
| Ameriprise Financial Inc | 239,714 | $1.42M | 0.00% | −150,255−38.5% | Reduced |
| Citadel Advisors LLC | 249,547 | $1.47M | 0.00% | −922,411−78.7% | Reduced |
| The PNC Financial Services Group, Inc. | 254,039 | $1.50M | 0.00% | −21,984−8.0% | Reduced |