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 |
|---|---|---|---|---|---|
| Vident Investment Advisory, LLC | 20,838 | $0 | 0.00% | +9,297+80.6% | Added |
| Baystate Wealth Management LLC | 36 | $0 | 0.00% | +1+2.9% | Added |
| FourThought Financial, LLC | 19 | $0 | 0.00% | −5−20.8% | Reduced |
| JJJ Advisors Inc. | 185 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 162 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 133 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 232 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 153 | $1.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 155 | $1.00K | 0.00% | +155 | New |
| Meeder Asset Management Inc | 271 | $1.00K | 0.00% | +271 | New |
| Motco | 203 | $1.00K | 0.00% | +203 | New |
| Stonebridge Capital Advisors LLC | 179 | $1.00K | 0.00% | +179 | New |
| Spire Wealth Management | 300 | $2.00K | 0.00% | −933−75.7% | Reduced |
| Financial Connections Group, Inc. | 538 | $2.00K | 0.00% | +13+2.5% | Added |
| Harbour Investments, Inc. | 393 | $2.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 391 | $2.00K | 0.00% | +84+27.4% | Added |
| Proequities, Inc. | 361 | $2.00K | 0.00% | +361 | New |
| Axiom Investment Management LLC | 335 | $2.00K | 0.00% | +335 | New |
| KB Financial Partners, LLC | 601 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 468 | $3.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 761 | $4.00K | 0.00% | −928−54.9% | Reduced |
| FinTrust Capital Advisors, LLC | 740 | $4.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 705 | $4.00K | 0.00% | +705 | New |
| TD Ameritrade Investment Management, LLC | 959 | $5.00K | 0.00% | −290−23.2% | Reduced |
| First Horizon Advisors, Inc. | 1,079 | $5.00K | 0.00% | +2+0.2% | Added |
| Global Retirement Partners, LLC | 883 | $5.00K | 0.00% | −185−17.3% | Reduced |
| Washington Trust Co | 942 | $5.00K | 0.00% | +28+3.1% | Added |
| Schubert & Co | 834 | $5.00K | 0.00% | +112+15.5% | Added |
| HHM Wealth Advisors, LLC | 1,149 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,018 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,123 | $6.00K | 0.00% | +1,123 | New |
| Covington Capital Management | 1,059 | $6.00K | 0.00% | +1,059 | New |
| Allworth Financial LP | 1,330 | $7.00K | 0.00% | −15−1.1% | Reduced |
| Financial Management Professionals, Inc. | 1,353 | $7.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,474 | $8.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,692 | $9.00K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,151 | $12.0K | 0.00% | −19,297−90.0% | Reduced |
| Manchester Capital Management LLC | 2,110 | $12.0K | 0.00% | +2,110 | New |
| Column Capital Advisors, LLC | 2,478 | $14.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,583 | $14.0K | 0.00% | +167+6.9% | Added |
| Brown Brothers Harriman & Co | 2,666 | $15.0K | 0.00% | +860+47.6% | Added |
| Fifth Third Bancorp | 2,932 | $16.0K | 0.00% | +1,630+125.2% | Added |
| Farmers & Merchants Investments Inc | 3,558 | $20.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,810 | $21.0K | 0.00% | +400+11.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,728 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,884 | $21.0K | 0.00% | +3,094+391.6% | Added |
| Assetmark, Inc | 3,991 | $22.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,272 | $23.0K | 0.00% | +1,468+52.4% | Added |
| EverSource Wealth Advisors, LLC | 4,698 | $26.0K | 0.01% | +4,327+1,166.3% | Added |
| Umb Bank N A | 5,492 | $30.0K | 0.00% | −718−11.6% | Reduced |
| AXA S.A. | 5,511 | $30.3K | 0.00% | +5,511 | New |
| Paradigm Asset Management Co LLC | 6,300 | $34.6K | 0.01% | +6,300 | New |
| Rockefeller Capital Management L.P. | 6,892 | $36.0K | 0.00% | −1,787−20.6% | Reduced |
| Ronald Blue Trust, Inc. | 5,980 | $36.0K | 0.00% | +4,199+235.8% | Added |
| Rosenberg Matthew Hamilton | 7,701 | $42.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,200 | $45.1K | 0.00% | −906−9.9% | Reduced |
| Aquatic Capital Management LLC | 8,500 | $47.0K | 0.00% | +4,200+97.7% | Added |
| Hexagon Capital Partners LLC | 9,852 | $54.0K | 0.02% | +2,214+29.0% | Added |
| Neuberger Berman Group LLC | 10,002 | $55.0K | 0.00% | +10,002 | New |
| Beacon Pointe Advisors, LLC | 10,178 | $57.0K | 0.00% | −3,091−23.3% | Reduced |
| Dakota Wealth Management | 10,656 | $59.0K | 0.00% | +490+4.8% | Added |
| Alera Investment Advisors, LLC | 10,717 | $59.0K | 0.02% | +518+5.1% | Added |
| Two Sigma Securities, LLC | 10,951 | $60.0K | 0.01% | +10,951 | New |
| Moreno Evelyn V | 11,577 | $64.0K | 0.03% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 11,650 | $64.1K | 0.00% | +11,650 | New |
| Peapack Gladstone Financial Corp | 11,876 | $65.0K | 0.00% | +517+4.6% | Added |
| Hancock Whitney Corp | 12,057 | $66.0K | 0.00% | −2,916−19.5% | Reduced |
| Citigroup Inc | 11,926 | $66.0K | 0.00% | +2,035+20.6% | Added |
| National Asset Management, Inc. | 11,890 | $66.0K | 0.00% | +11,890 | New |
| Optas, LLC | 12,395 | $68.0K | 0.03% | −820−6.2% | Reduced |
| Prudential Financial Inc | 12,205 | $69.0K | 0.00% | +589+5.1% | Added |
| Pitcairn Co | 12,671 | $70.0K | 0.01% | +12,671 | New |
| CWM, LLC | 12,824 | $71.0K | 0.00% | +5,628+78.2% | Added |
| Twin Focus Capital Partners, LLC | 13,352 | $73.0K | 0.02% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 13,469 | $74.0K | 0.00% | −1,471−9.8% | Reduced |
| Cresset Asset Management, LLC | 13,480 | $74.0K | 0.00% | +817+6.5% | Added |
| Keudell/Morrison Wealth Management | 13,440 | $74.0K | 0.03% | +1,577+13.3% | Added |
| Drive Wealth Management, LLC | 13,376 | $74.0K | 0.07% | +13,376 | New |
| Lantz Financial LLC | 13,594 | $75.0K | 0.04% | +325+2.4% | Added |
| Prudent Man Advisors, LLC | 13,792 | $76.0K | 0.04% | 00.0% | Unchanged |
| State Street Corp | 13,954 | $77.0K | 0.00% | −518,766−97.4% | Reduced |
| Ballentine Partners, LLC | 14,049 | $77.0K | 0.00% | −114−0.8% | Reduced |
| Freestone Capital Holdings, LLC | 14,104 | $78.0K | 0.00% | −39,659−73.8% | Reduced |
| Marks Group Wealth Management, Inc | 14,394 | $79.0K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 15,074 | $83.0K | 0.01% | −890−5.6% | Reduced |
| Balasa Dinverno & Foltz LLC | 15,010 | $83.0K | 0.01% | +255+1.7% | Added |
| Lindbrook Capital, LLC | 15,496 | $85.0K | 0.01% | +2,323+17.6% | Added |
| Commonwealth Equity Services, LLC | 15,670 | $86.0K | 0.00% | −1,526−8.9% | Reduced |
| CWM Advisors, LLC | 15,606 | $86.0K | 0.01% | +49+0.3% | Added |
| Jump Financial, LLC | 16,540 | $91.0K | 0.00% | +16,540 | New |
| Knowledge Leaders Capital, LLC | 17,668 | $97.0K | 0.12% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 18,163 | $99.9K | 0.01% | −3,271−15.3% | Reduced |
| Stephens Inc | 18,448 | $101.0K | 0.00% | +73+0.4% | Added |
| PDS Planning, Inc | 19,125 | $105.0K | 0.02% | +4,799+33.5% | Added |
| Icon Wealth Advisors, LLC | 19,271 | $106.0K | 0.01% | +19,271 | New |
| Buckingham Strategic Wealth, LLC | 19,424 | $107.0K | 0.00% | +9,190+89.8% | Added |
| Keybank National Association | 19,821 | $109.0K | 0.00% | −659−3.2% | Reduced |
| Huntington National Bank | 19,728 | $109.0K | 0.00% | +3,976+25.2% | Added |
| Quantinno Capital Management LP | 19,785 | $109.0K | 0.01% | +6,631+50.4% | Added |
| IFP Advisors, Inc | 12,922 | $110.0K | 0.00% | +413+3.3% | Added |