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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 2,804 | $17.0K | 0.00% | −294−9.5% | Reduced |
| Column Capital Advisors, LLC | 2,478 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,416 | $14.0K | 0.00% | +358+17.4% | Added |
| 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 |
| Eagle Bay Advisors LLC | 1,692 | $9.98K | 0.01% | +1,692 | 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 |
| PEAK6 Investments LLC | 1,021 | $8.78K | 0.00% | +1,021 | 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 |
| 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 |
| 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 800 | $4.72K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,278,480−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −165,376−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −159,775−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −108,562−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −74,300−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −70,525−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −68,231−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −65,277−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −59,911−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −59,500−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −44,246−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −41,726−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −39,845−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −37,721−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −21,807−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −14,575−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −14,087−100.0% | Sold out |
| Intersect Capital LLC | 0 | $0 | 0.00% | −12,162−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −10,801−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −2,798−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −1,620−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1,370−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −947−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −821−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −14,577−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |