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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 50,000 | $298.0K | 0.00% | +50,000 | New |
| West Family Investments, Inc. | 50,310 | $297.0K | 0.12% | −70,690−58.4% | Reduced |
| Private Advisor Group, LLC | 49,517 | $292.0K | 0.00% | +12,903+35.2% | Added |
| RNC Capital Management LLC | 48,100 | $284.0K | 0.02% | −2,300−4.6% | Reduced |
| New York State Common Retirement Fund | 46,452 | $274.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 46,167 | $272.4K | 0.05% | +20,717+81.4% | Added |
| Lake Street Advisors Group, LLC | 45,784 | $270.0K | 0.02% | −3,576−7.2% | Reduced |
| JPMorgan Chase & Co | 45,511 | $268.0K | 0.00% | −54,047−54.3% | Reduced |
| MML Investors Services, LLC | 44,446 | $262.0K | 0.00% | −1,476−3.2% | Reduced |
| Park Avenue Securities LLC | 43,667 | $258.0K | 0.00% | +2,338+5.7% | Added |
| 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 |
| Susquehanna International Group, LLP | 42,273 | $249.0K | 0.00% | −34,420−44.9% | Reduced |
| Parallel Advisors, LLC | 40,670 | $240.0K | 0.01% | −835−2.0% | Reduced |
| Credential Qtrade Securities Inc. | 37,329 | $220.2K | 0.02% | +1,801+5.1% | 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 |
| Zions Bancorporation, N.A. | 36,476 | $215.0K | 0.02% | +5,283+16.9% | Added |
| Sage Rhino Capital LLC | 36,314 | $214.0K | 0.08% | −329−0.9% | Reduced |
| Checchi Capital Advisers, LLC | 32,997 | $211.0K | 0.02% | +952+3.0% | Added |
| Inspire Advisors, LLC | 34,737 | $205.0K | 0.06% | +14,972+75.8% | Added |
| Kestra Advisory Services, LLC | 34,121 | $201.0K | 0.00% | +7,934+30.3% | Added |
| Clarius Group, LLC | 33,674 | $199.0K | 0.02% | +4,266+14.5% | 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 |
| HighTower Advisors, LLC | 31,660 | $186.0K | 0.00% | +11,293+55.4% | Added |
| Vestmark Advisory Solutions, Inc. | 30,374 | $179.0K | 0.01% | −10,244−25.2% | Reduced |
| Bokf, NA | 29,258 | $173.0K | 0.00% | −12,495−29.9% | Reduced |
| Fisher Asset Management, LLC | 28,720 | $169.0K | 0.00% | +1,133+4.1% | Added |
| EP Wealth Advisors, LLC | 26,387 | $156.0K | 0.00% | +7,276+38.1% | Added |
| Davenport & Co LLC | 25,856 | $153.0K | 0.00% | −824−3.1% | Reduced |
| Boston Private Wealth LLC | 25,044 | $148.0K | 0.00% | −4,508−15.3% | Reduced |
| 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 Partners | 23,294 | $137.0K | 0.00% | +1,676+7.8% | Added |
| Harbor Investment Advisory, LLC | 22,987 | $136.0K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 21,854 | $129.0K | 0.00% | −8,972−29.1% | Reduced |
| Vanguard Capital Wealth Advisors | 21,722 | $128.0K | 0.14% | −927−4.1% | Reduced |
| Tower Research Capital LLC (TRC) | 21,448 | $127.0K | 0.00% | −19,277−47.3% | Reduced |
| Rehmann Capital Advisory Group | 21,434 | $126.5K | 0.01% | +1,175+5.8% | Added |
| Keybank National Association | 20,480 | $121.0K | 0.00% | −1,735−7.8% | Reduced |
| Ieq Capital, LLC | 20,366 | $120.0K | 0.00% | −3,117−13.3% | Reduced |
| Sawtooth Solutions, LLC | 19,321 | $114.0K | 0.01% | +19,321 | New |
| Icon Wealth Partners, LLC | 19,133 | $113.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 12,509 | $107.0K | 0.00% | −1,293−9.4% | Reduced |
| Knowledge Leaders Capital, LLC | 17,668 | $104.0K | 0.10% | +17,668 | New |
| 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 |
| Keel Point, LLC | 15,964 | $99.0K | 0.02% | +3,484+27.9% | Added |
| Huntington National Bank | 15,752 | $93.0K | 0.00% | +10,397+194.2% | Added |
| CWM Advisors, LLC | 15,557 | $92.0K | 0.01% | +835+5.7% | Added |
| Principal Street Partners, LLC | 15,012 | $89.0K | 0.02% | +15,012 | 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 |
| 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 |
| 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 |
| Ballentine Partners, LLC | 14,163 | $83.0K | 0.00% | −1,860−11.6% | Reduced |
| Captrust Financial Advisors | 13,839 | $82.0K | 0.00% | −2,207−13.8% | 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 |
| Twin Focus Capital Partners, LLC | 13,352 | $79.0K | 0.02% | −152−1.1% | 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 |
| Cresset Asset Management, LLC | 12,663 | $77.0K | 0.00% | −13,435−51.5% | Reduced |
| Eqis Capital Management, Inc. | 12,078 | $71.3K | 0.01% | −996−7.6% | Reduced |
| Keudell/Morrison Wealth Management | 11,863 | $70.0K | 0.03% | +911+8.3% | Added |
| Prudential Financial Inc | 11,616 | $69.0K | 0.00% | −4,196−26.5% | Reduced |
| Moreno Evelyn V | 11,577 | $68.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Vident Investment Advisory, LLC | 11,541 | $64.0K | 0.00% | +11,541 | 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 |
| 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 |
| Citigroup Inc | 9,891 | $59.0K | 0.00% | −7,769−44.0% | Reduced |
| Private Capital Group, LLC | 9,103 | $54.0K | 0.04% | −558−5.8% | Reduced |
| TD Private Client Wealth LLC | 9,106 | $53.7K | 0.00% | −10,255−53.0% | Reduced |
| Rockefeller Capital Management L.P. | 8,679 | $50.0K | 0.00% | −2,155−19.9% | Reduced |
| Rosenberg Matthew Hamilton | 7,701 | $46.0K | 0.02% | −2,655−25.6% | Reduced |
| Hexagon Capital Partners LLC | 7,638 | $45.0K | 0.01% | +3,191+71.8% | Added |
| CWM, LLC | 7,196 | $42.0K | 0.00% | −6,353−46.9% | Reduced |
| Umb Bank N A | 6,210 | $37.0K | 0.00% | −1,563−20.1% | Reduced |
| Venture Visionary Partners LLC | 4,521 | $26.7K | 0.00% | +4,521 | New |
| Aquatic Capital Management LLC | 4,300 | $25.0K | 0.01% | +2,100+95.5% | Added |
| Assetmark, Inc | 3,991 | $24.0K | 0.00% | −3,411−46.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,728 | $22.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 3,410 | $20.1K | 0.00% | −239−6.5% | Reduced |
| Front Row Advisors LLC | 3,442 | $20.0K | 0.01% | 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 |