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 |
|---|---|---|---|---|---|
| Vanguard Capital Wealth Advisors | 20,776 | $114.0K | 0.14% | −946−4.4% | Reduced |
| FDx Advisors, Inc. | 22,243 | $122.0K | 0.01% | +389+1.8% | Added |
| Ieq Capital, LLC | 22,356 | $123.0K | 0.00% | +1,990+9.8% | Added |
| Fisher Asset Management, LLC | 22,965 | $126.0K | 0.00% | −5,755−20.0% | Reduced |
| Harbor Investment Advisory, LLC | 22,987 | $126.0K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 23,092 | $127.0K | 0.03% | +8,080+53.8% | Added |
| Engineers Gate Manager LP | 23,392 | $129.0K | 0.01% | −94,208−80.1% | Reduced |
| Davenport & Co LLC | 23,666 | $130.0K | 0.00% | −2,190−8.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 23,861 | $131.0K | 0.01% | −6,513−21.4% | Reduced |
| Five Oceans Advisors | 24,477 | $135.0K | 0.11% | +7,327+42.7% | Added |
| Private Advisor Group, LLC | 24,810 | $136.0K | 0.00% | −24,707−49.9% | Reduced |
| Cetera Investment Advisers | 24,942 | $137.0K | 0.00% | +41+0.2% | Added |
| Captrust Financial Advisors | 25,094 | $138.0K | 0.00% | +11,255+81.3% | Added |
| Clarius Group, LLC | 27,064 | $149.0K | 0.01% | −6,610−19.6% | Reduced |
| Millennium Management LLC | 28,590 | $157.0K | 0.00% | −282,947−90.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 30,032 | $165.0K | 0.00% | +11,685+63.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 31,339 | $173.0K | 0.00% | −5,330−14.5% | Reduced |
| Sawtooth Solutions, LLC | 31,818 | $175.0K | 0.03% | +12,497+64.7% | Added |
| Bokf, NA | 32,458 | $178.0K | 0.00% | +3,200+10.9% | Added |
| Mather Group, LLC. | 32,800 | $180.0K | 0.00% | +32,800 | New |
| Credential Qtrade Securities Inc. | 33,365 | $183.5K | 0.01% | −3,964−10.6% | Reduced |
| Federated Hermes, Inc. | 34,278 | $188.0K | 0.00% | +608+1.8% | Added |
| HighTower Advisors, LLC | 35,044 | $190.0K | 0.00% | +3,384+10.7% | Added |
| Park Avenue Securities LLC | 35,316 | $194.0K | 0.00% | −8,351−19.1% | Reduced |
| Susquehanna International Group, LLP | 35,661 | $196.0K | 0.00% | −6,612−15.6% | Reduced |
| Checchi Capital Advisers, LLC | 35,820 | $197.0K | 0.02% | +2,823+8.6% | Added |
| UBS Group AG | 35,933 | $198.0K | 0.00% | +10,967+43.9% | Added |
| Sage Rhino Capital LLC | 36,192 | $199.0K | 0.08% | −122−0.3% | Reduced |
| Boston Private Wealth LLC | 36,124 | $199.0K | 0.00% | +11,080+44.2% | Added |
| Parallel Advisors, LLC | 38,080 | $209.0K | 0.01% | −2,590−6.4% | Reduced |
| XTX Topco Ltd | 38,192 | $210.0K | 0.05% | +38,192 | New |
| Kestra Advisory Services, LLC | 40,419 | $222.0K | 0.00% | +6,298+18.5% | Added |
| Inspire Advisors, LLC | 40,593 | $223.0K | 0.06% | +5,856+16.9% | Added |
| MML Investors Services, LLC | 41,787 | $230.0K | 0.00% | −2,659−6.0% | Reduced |
| Ritholtz Wealth Management | 42,211 | $232.0K | 0.01% | −91−0.2% | Reduced |
| Qtron Investments LLC | 42,937 | $236.0K | 0.06% | −89,389−67.6% | Reduced |
| Squarepoint Ops LLC | 43,641 | $240.0K | 0.00% | +43,641 | New |
| Lake Street Advisors Group, LLC | 45,736 | $252.0K | 0.02% | −48−0.1% | Reduced |
| Atlas Capital Advisors LLC | 46,167 | $253.9K | 0.05% | 00.0% | Unchanged |
| RNC Capital Management LLC | 46,300 | $255.0K | 0.02% | −1,800−3.7% | Reduced |
| JPMorgan Chase & Co | 47,071 | $259.0K | 0.00% | +1,560+3.4% | Added |
| Zions Bancorporation, N.A. | 47,093 | $259.0K | 0.03% | +10,617+29.1% | Added |
| Nomura Holdings Inc | 50,000 | $275.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 50,680 | $279.0K | 0.01% | +8,362+19.8% | Added |
| Citadel Advisors LLC | 52,860 | $291.0K | 0.00% | −196,687−78.8% | Reduced |
| Wipfli Financial Advisors LLC, | 54,651 | $301.0K | 0.02% | +54,651 | New |
| Evergreen Capital Management LLC | 55,248 | $304.0K | 0.02% | −7,520−12.0% | Reduced |
| Corient Capital Partners, LLC | 53,904 | $318.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 58,891 | $324.0K | 0.06% | +25,341+75.5% | Added |
| Covenant Partners, LLC | 59,701 | $328.0K | 0.16% | −8,520−12.5% | Reduced |
| Balyasny Asset Management LLC | 61,236 | $337.0K | 0.00% | +61,236 | New |
| ExodusPoint Capital Management, LP | 61,593 | $339.0K | 0.00% | +61,593 | New |
| Quadrant Capital Group LLC | 62,428 | $343.0K | 0.05% | +11,558+22.7% | Added |
| Naviter Wealth, LLC | 64,893 | $357.0K | 0.15% | +2,767+4.5% | Added |
| Investors Research Corp | 71,854 | $395.0K | 0.12% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 71,332 | $400.0K | 0.01% | +3,578+5.3% | Added |
| Mission Wealth Management, LP | 72,943 | $401.0K | 0.02% | +2,073+2.9% | Added |
| Gradient Investments LLC | 73,070 | $402.0K | 0.01% | +73,070 | New |
| Dorsey & Whitney Trust CO LLC | 76,465 | $421.0K | 0.04% | +17,389+29.4% | Added |
| Vise Technologies, Inc. | 76,931 | $423.0K | 0.16% | +12,397+19.2% | Added |
| Eagle Asset Management Inc | 77,222 | $424.0K | 0.00% | −750−1.0% | Reduced |
| HRT Financial LP | 78,126 | $429.0K | 0.00% | +78,126 | New |
| Schroder Investment Management Group | 78,235 | $430.0K | 0.00% | −47,988−38.0% | Reduced |
| Orbis Allan Gray Ltd | 79,514 | $437.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 82,426 | $453.0K | 0.00% | +3,608+4.6% | Added |
| First Republic Investment Management, Inc. | 86,492 | $476.0K | 0.00% | +16,973+24.4% | Added |
| Mount Yale Investment Advisors, LLC | 87,314 | $480.0K | 0.06% | +994+1.2% | Added |
| Ethic Inc. | 90,880 | $500.0K | 0.03% | +21,268+30.6% | Added |
| Johnson Investment Counsel Inc | 91,098 | $501.0K | 0.01% | +198+0.2% | Added |
| Schechter Investment Advisors, LLC | 91,942 | $506.0K | 0.05% | +19,496+26.9% | Added |
| Westwood Holdings Group Inc. | 95,273 | $524.0K | 0.01% | −23,452−19.8% | Reduced |
| West Family Investments, Inc. | 106,210 | $584.0K | 0.25% | +55,900+111.1% | Added |
| Advisors Asset Management, Inc. | 114,305 | $629.0K | 0.01% | −8,494−6.9% | Reduced |
| Yousif Capital Management, LLC | 114,861 | $632.0K | 0.01% | +9,180+8.7% | Added |
| Guggenheim Capital LLC | 116,814 | $642.0K | 0.01% | −46,156−28.3% | Reduced |
| Verdence Capital Advisors LLC | 122,100 | $672.0K | 0.09% | +3,402+2.9% | Added |
| Advisor Group Holdings, Inc. | 123,725 | $680.0K | 0.00% | −16,889−12.0% | Reduced |
| Creative Planning | 124,444 | $684.0K | 0.00% | +42,815+52.5% | Added |
| Comerica Bank | 126,409 | $706.0K | 0.01% | +6,545+5.5% | Added |
| JustInvest LLC | 134,789 | $741.0K | 0.03% | +43,256+47.3% | Added |
| Sanders Capital, LLC | 140,563 | $773.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 145,314 | $799.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 154,469 | $850.0K | 0.01% | +45,187+41.3% | Added |
| Oppenheimer Asset Management Inc. | 159,750 | $879.0K | 0.02% | −2,125−1.3% | Reduced |
| Forum Financial Management, LP | 160,313 | $882.0K | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 160,953 | $885.0K | 0.01% | −24,113−13.0% | Reduced |
| M&T Bank Corp | 184,576 | $1.01M | 0.00% | −6,060−3.2% | Reduced |
| Advisor Partners II, LLC | 191,261 | $1.05M | 0.08% | +191,261 | New |
| Wetherby Asset Management Inc | 192,184 | $1.06M | 0.07% | +49,011+34.2% | Added |
| Signaturefd, LLC | 206,104 | $1.13M | 0.04% | +11,240+5.8% | Added |
| LPL Financial LLC | 230,080 | $1.26M | 0.00% | +37,150+19.3% | Added |
| BTC Capital Management, Inc. | 238,772 | $1.31M | 0.17% | +31,721+15.3% | 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 |
| Thomas White International Ltd | 244,952 | $1.35M | 0.32% | +5,327+2.2% | Added |
| Legacy Wealth Asset Management, LLC | 270,484 | $1.49M | 0.65% | +270,484 | New |
| Bank of New York Mellon Corp | 274,912 | $1.51M | 0.00% | +36,687+15.4% | Added |
| 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 |
| Russell Investments Group, Ltd. | 283,657 | $1.56M | 0.00% | −840,613−74.8% | Reduced |