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, Q3 2022
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Sep 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
- 243
- +5 vs. Q2 2022
- Shares held
- 113.3M
- −6.37M (−5.3%) vs. Q2 2022
- Total value
- $623.2M
- −$83.2M (−11.8%) vs. Q2 2022
- New holders
- 32
- 105 more added
- Sold out
- 27
- 72 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 15,686,143 | $86.3M | 0.01% | +1,418,238+9.9% | Added |
| Goldman Sachs Group Inc | 10,599,816 | $58.3M | 0.02% | +1,117,454+11.8% | Added |
| Lazard Asset Management LLC | 8,402,707 | $46.2M | 0.07% | −176,742−2.1% | Reduced |
| Cowen Investment Management LLC | 7,193,875 | $39.6M | 8.63% | −2,721,725−27.4% | Reduced |
| BlackRock Inc. | 7,069,327 | $38.9M | 0.00% | +424,005+6.4% | Added |
| Wells Fargo & Company | 5,638,116 | $31.0M | 0.01% | −25,004−0.4% | Reduced |
| Invesco Ltd. | 5,225,345 | $28.7M | 0.01% | +2,105,988+67.5% | Added |
| Arrowstreet Capital, Limited Partnership | 4,562,071 | $25.1M | 0.04% | −1,290,778−22.1% | Reduced |
| FMR LLC | 4,335,873 | $23.8M | 0.00% | −137,638−3.1% | Reduced |
| Northern Trust Corp | 4,035,204 | $22.2M | 0.01% | +24,128+0.6% | Added |
| Cowen and Company, LLC | 3,677,105 | $20.2M | 1.94% | −1,999,500−35.2% | Reduced |
| Renaissance Technologies LLC | 3,092,570 | $17.0M | 0.02% | −449,700−12.7% | Reduced |
| Bank of America Corp | 2,851,026 | $15.7M | 0.00% | −111,861−3.8% | Reduced |
| Envestnet Asset Management Inc | 1,939,198 | $10.7M | 0.01% | +483,185+33.2% | Added |
| Royal Bank of Canada | 1,731,618 | $9.52M | 0.00% | +10,024+0.6% | Added |
| Causeway Capital Management LLC | 1,729,467 | $9.51M | 0.27% | −146,589−7.8% | Reduced |
| Marshall Wace, LLP | 1,693,869 | $9.31M | 0.02% | +1,693,869 | New |
| Dimensional Fund Advisors LP | 1,688,921 | $9.29M | 0.00% | +266,701+18.8% | Added |
| Jane Street Group, LLC | 1,342,804 | $7.38M | 0.01% | −2,692,655−66.7% | Reduced |
| Franklin Resources Inc | 902,262 | $4.96M | 0.00% | +35,109+4.0% | Added |
| Capricorn Fund Managers Ltd | 870,220 | $4.79M | 1.50% | −134,992−13.4% | Reduced |
| CIBC World Markets Inc. | 849,553 | $4.67M | 0.02% | −19,526−2.2% | Reduced |
| Natixis Advisors, L.P. | 613,668 | $3.38M | 0.01% | +31,854+5.5% | Added |
| Old Mission Capital LLC | 583,846 | $3.21M | 0.14% | −350,173−37.5% | Reduced |
| American Century Companies Inc | 558,962 | $3.07M | 0.00% | +76,002+15.7% | Added |
| Truist Financial Corp | 503,737 | $2.77M | 0.01% | +23,405+4.9% | Added |
| Crossmark Global Holdings, Inc. | 469,276 | $2.58M | 0.07% | +2,554+0.5% | Added |
| US Bancorp | 444,793 | $2.45M | 0.01% | +16,304+3.8% | Added |
| Anderson Hoagland & Co | 436,598 | $2.40M | 0.38% | +1,050+0.2% | Added |
| Bank of Montreal | 412,017 | $2.34M | 0.00% | −3,474−0.8% | Reduced |
| Gilman Hill Asset Management, LLC | 420,117 | $2.31M | 0.54% | +12,825+3.1% | Added |
| O'Shaughnessy Asset Management, LLC | 411,584 | $2.26M | 0.04% | +38,050+10.2% | Added |
| Qube Research & Technologies Ltd | 393,954 | $2.17M | 0.01% | +393,954 | New |
| U.S. Capital Wealth Advisors, LLC | 392,268 | $2.16M | 0.11% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 389,179 | $2.14M | 0.04% | +20,950+5.7% | Added |
| Stifel Financial Corp | 349,746 | $1.92M | 0.00% | +13,137+3.9% | Added |
| SEI Investments Co | 342,618 | $1.89M | 0.00% | +7,113+2.1% | Added |
| Raymond James & Associates | 338,045 | $1.86M | 0.00% | −3,283−1.0% | Reduced |
| Mariner, LLC | 336,341 | $1.85M | 0.01% | +253,914+308.0% | Added |
| Te Ahumairangi Investment Management Ltd | 334,977 | $1.84M | 0.31% | −27,614−7.6% | Reduced |
| Greenleaf Trust | 298,044 | $1.64M | 0.02% | −3,285−1.1% | Reduced |
| Veriti Management LLC | 294,375 | $1.62M | 0.24% | +96,030+48.4% | Added |
| Voloridge Investment Management, LLC | 285,574 | $1.57M | 0.01% | +274,208+2,412.5% | Added |
| Russell Investments Group, Ltd. | 283,657 | $1.56M | 0.00% | −840,613−74.8% | Reduced |
| Regions Financial Corp | 279,886 | $1.54M | 0.02% | −7,957−2.8% | Reduced |
| Ameriprise Financial Inc | 279,639 | $1.54M | 0.00% | +39,925+16.7% | Added |
| Bank of New York Mellon Corp | 274,912 | $1.51M | 0.00% | +36,687+15.4% | Added |
| Legacy Wealth Asset Management, LLC | 270,484 | $1.49M | 0.65% | +270,484 | New |
| Thomas White International Ltd | 244,952 | $1.35M | 0.32% | +5,327+2.2% | Added |
| The PNC Financial Services Group, Inc. | 240,487 | $1.32M | 0.00% | −13,552−5.3% | Reduced |
| Cerity Partners LLC | 240,608 | $1.32M | 0.02% | +89,560+59.3% | Added |
| BTC Capital Management, Inc. | 238,772 | $1.31M | 0.17% | +31,721+15.3% | Added |
| LPL Financial LLC | 230,080 | $1.26M | 0.00% | +37,150+19.3% | Added |
| Signaturefd, LLC | 206,104 | $1.13M | 0.04% | +11,240+5.8% | Added |
| Wetherby Asset Management Inc | 192,184 | $1.06M | 0.07% | +49,011+34.2% | Added |
| Advisor Partners II, LLC | 191,261 | $1.05M | 0.08% | +191,261 | New |
| M&T Bank Corp | 184,576 | $1.01M | 0.00% | −6,060−3.2% | Reduced |
| Mercer Global Advisors Inc | 160,953 | $885.0K | 0.01% | −24,113−13.0% | Reduced |
| Forum Financial Management, LP | 160,313 | $882.0K | 0.04% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 159,750 | $879.0K | 0.02% | −2,125−1.3% | Reduced |
| Cubist Systematic Strategies, LLC | 154,469 | $850.0K | 0.01% | +45,187+41.3% | Added |
| Allspring Global Investments Holdings, LLC | 145,314 | $799.0K | 0.00% | 00.0% | Unchanged |
| Sanders Capital, LLC | 140,563 | $773.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 134,789 | $741.0K | 0.03% | +43,256+47.3% | Added |
| Comerica Bank | 126,409 | $706.0K | 0.01% | +6,545+5.5% | Added |
| Creative Planning | 124,444 | $684.0K | 0.00% | +42,815+52.5% | Added |
| Advisor Group Holdings, Inc. | 123,725 | $680.0K | 0.00% | −16,889−12.0% | Reduced |
| Verdence Capital Advisors LLC | 122,100 | $672.0K | 0.09% | +3,402+2.9% | Added |
| Guggenheim Capital LLC | 116,814 | $642.0K | 0.01% | −46,156−28.3% | Reduced |
| Yousif Capital Management, LLC | 114,861 | $632.0K | 0.01% | +9,180+8.7% | Added |
| Advisors Asset Management, Inc. | 114,305 | $629.0K | 0.01% | −8,494−6.9% | Reduced |
| West Family Investments, Inc. | 106,210 | $584.0K | 0.25% | +55,900+111.1% | Added |
| Westwood Holdings Group Inc. | 95,273 | $524.0K | 0.01% | −23,452−19.8% | Reduced |
| Schechter Investment Advisors, LLC | 91,942 | $506.0K | 0.05% | +19,496+26.9% | Added |
| Johnson Investment Counsel Inc | 91,098 | $501.0K | 0.01% | +198+0.2% | Added |
| Ethic Inc. | 90,880 | $500.0K | 0.03% | +21,268+30.6% | Added |
| Mount Yale Investment Advisors, LLC | 87,314 | $480.0K | 0.06% | +994+1.2% | Added |
| First Republic Investment Management, Inc. | 86,492 | $476.0K | 0.00% | +16,973+24.4% | Added |
| Janney Montgomery Scott LLC | 82,426 | $453.0K | 0.00% | +3,608+4.6% | Added |
| Orbis Allan Gray Ltd | 79,514 | $437.0K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 78,235 | $430.0K | 0.00% | −47,988−38.0% | Reduced |
| HRT Financial LP | 78,126 | $429.0K | 0.00% | +78,126 | New |
| Eagle Asset Management Inc | 77,222 | $424.0K | 0.00% | −750−1.0% | Reduced |
| Vise Technologies, Inc. | 76,931 | $423.0K | 0.16% | +12,397+19.2% | Added |
| Dorsey & Whitney Trust CO LLC | 76,465 | $421.0K | 0.04% | +17,389+29.4% | Added |
| Gradient Investments LLC | 73,070 | $402.0K | 0.01% | +73,070 | New |
| Mission Wealth Management, LP | 72,943 | $401.0K | 0.02% | +2,073+2.9% | Added |
| Morningstar Investment Services LLC | 71,332 | $400.0K | 0.01% | +3,578+5.3% | Added |
| Investors Research Corp | 71,854 | $395.0K | 0.12% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 64,893 | $357.0K | 0.15% | +2,767+4.5% | Added |
| Quadrant Capital Group LLC | 62,428 | $343.0K | 0.05% | +11,558+22.7% | Added |
| ExodusPoint Capital Management, LP | 61,593 | $339.0K | 0.00% | +61,593 | New |
| Balyasny Asset Management LLC | 61,236 | $337.0K | 0.00% | +61,236 | New |
| Covenant Partners, LLC | 59,701 | $328.0K | 0.16% | −8,520−12.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 58,891 | $324.0K | 0.06% | +25,341+75.5% | Added |
| Corient Capital Partners, LLC | 53,904 | $318.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 55,248 | $304.0K | 0.02% | −7,520−12.0% | Reduced |
| Wipfli Financial Advisors LLC, | 54,651 | $301.0K | 0.02% | +54,651 | New |
| Citadel Advisors LLC | 52,860 | $291.0K | 0.00% | −196,687−78.8% | Reduced |
| Sequoia Financial Advisors, LLC | 50,680 | $279.0K | 0.01% | +8,362+19.8% | Added |