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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 50,000 | $275.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| RNC Capital Management LLC | 46,300 | $255.0K | 0.02% | −1,800−3.7% | Reduced |
| Atlas Capital Advisors LLC | 46,167 | $253.9K | 0.05% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 45,736 | $252.0K | 0.02% | −48−0.1% | Reduced |
| Squarepoint Ops LLC | 43,641 | $240.0K | 0.00% | +43,641 | New |
| Qtron Investments LLC | 42,937 | $236.0K | 0.06% | −89,389−67.6% | Reduced |
| Ritholtz Wealth Management | 42,211 | $232.0K | 0.01% | −91−0.2% | Reduced |
| MML Investors Services, LLC | 41,787 | $230.0K | 0.00% | −2,659−6.0% | Reduced |
| Inspire Advisors, LLC | 40,593 | $223.0K | 0.06% | +5,856+16.9% | Added |
| Kestra Advisory Services, LLC | 40,419 | $222.0K | 0.00% | +6,298+18.5% | Added |
| XTX Topco Ltd | 38,192 | $210.0K | 0.05% | +38,192 | New |
| Parallel Advisors, LLC | 38,080 | $209.0K | 0.01% | −2,590−6.4% | Reduced |
| 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 |
| UBS Group AG | 35,933 | $198.0K | 0.00% | +10,967+43.9% | Added |
| Checchi Capital Advisers, LLC | 35,820 | $197.0K | 0.02% | +2,823+8.6% | Added |
| Susquehanna International Group, LLP | 35,661 | $196.0K | 0.00% | −6,612−15.6% | Reduced |
| Park Avenue Securities LLC | 35,316 | $194.0K | 0.00% | −8,351−19.1% | Reduced |
| HighTower Advisors, LLC | 35,044 | $190.0K | 0.00% | +3,384+10.7% | Added |
| Federated Hermes, Inc. | 34,278 | $188.0K | 0.00% | +608+1.8% | Added |
| Credential Qtrade Securities Inc. | 33,365 | $183.5K | 0.01% | −3,964−10.6% | Reduced |
| Mather Group, LLC. | 32,800 | $180.0K | 0.00% | +32,800 | New |
| Bokf, NA | 32,458 | $178.0K | 0.00% | +3,200+10.9% | Added |
| Sawtooth Solutions, LLC | 31,818 | $175.0K | 0.03% | +12,497+64.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 31,339 | $173.0K | 0.00% | −5,330−14.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 30,032 | $165.0K | 0.00% | +11,685+63.7% | Added |
| Millennium Management LLC | 28,590 | $157.0K | 0.00% | −282,947−90.8% | Reduced |
| Clarius Group, LLC | 27,064 | $149.0K | 0.01% | −6,610−19.6% | Reduced |
| Captrust Financial Advisors | 25,094 | $138.0K | 0.00% | +11,255+81.3% | Added |
| Cetera Investment Advisers | 24,942 | $137.0K | 0.00% | +41+0.2% | Added |
| Private Advisor Group, LLC | 24,810 | $136.0K | 0.00% | −24,707−49.9% | Reduced |
| Five Oceans Advisors | 24,477 | $135.0K | 0.11% | +7,327+42.7% | Added |
| Vestmark Advisory Solutions, Inc. | 23,861 | $131.0K | 0.01% | −6,513−21.4% | Reduced |
| Davenport & Co LLC | 23,666 | $130.0K | 0.00% | −2,190−8.5% | Reduced |
| Engineers Gate Manager LP | 23,392 | $129.0K | 0.01% | −94,208−80.1% | Reduced |
| Principal Street Partners, LLC | 23,092 | $127.0K | 0.03% | +8,080+53.8% | 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 |
| Ieq Capital, LLC | 22,356 | $123.0K | 0.00% | +1,990+9.8% | Added |
| FDx Advisors, Inc. | 22,243 | $122.0K | 0.01% | +389+1.8% | Added |
| Vanguard Capital Wealth Advisors | 20,776 | $114.0K | 0.14% | −946−4.4% | Reduced |
| IFP Advisors, Inc | 12,922 | $110.0K | 0.00% | +413+3.3% | 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 |
| Buckingham Strategic Wealth, LLC | 19,424 | $107.0K | 0.00% | +9,190+89.8% | Added |
| Icon Wealth Advisors, LLC | 19,271 | $106.0K | 0.01% | +19,271 | New |
| PDS Planning, Inc | 19,125 | $105.0K | 0.02% | +4,799+33.5% | Added |
| Stephens Inc | 18,448 | $101.0K | 0.00% | +73+0.4% | Added |
| Rehmann Capital Advisory Group | 18,163 | $99.9K | 0.01% | −3,271−15.3% | Reduced |
| Knowledge Leaders Capital, LLC | 17,668 | $97.0K | 0.12% | 00.0% | Unchanged |
| Jump Financial, LLC | 16,540 | $91.0K | 0.00% | +16,540 | New |
| 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 |
| Lindbrook Capital, LLC | 15,496 | $85.0K | 0.01% | +2,323+17.6% | Added |
| 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 |
| Marks Group Wealth Management, Inc | 14,394 | $79.0K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 14,104 | $78.0K | 0.00% | −39,659−73.8% | Reduced |
| 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 |
| Prudent Man Advisors, LLC | 13,792 | $76.0K | 0.04% | 00.0% | Unchanged |
| Lantz Financial LLC | 13,594 | $75.0K | 0.04% | +325+2.4% | Added |
| 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 |
| Twin Focus Capital Partners, LLC | 13,352 | $73.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 12,824 | $71.0K | 0.00% | +5,628+78.2% | Added |
| Pitcairn Co | 12,671 | $70.0K | 0.01% | +12,671 | New |
| Prudential Financial Inc | 12,205 | $69.0K | 0.00% | +589+5.1% | Added |
| Optas, LLC | 12,395 | $68.0K | 0.03% | −820−6.2% | Reduced |
| 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 |
| Peapack Gladstone Financial Corp | 11,876 | $65.0K | 0.00% | +517+4.6% | Added |
| Pathstone Family Office, LLC | 11,650 | $64.1K | 0.00% | +11,650 | New |
| Moreno Evelyn V | 11,577 | $64.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,951 | $60.0K | 0.01% | +10,951 | New |
| 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 |
| Beacon Pointe Advisors, LLC | 10,178 | $57.0K | 0.00% | −3,091−23.3% | Reduced |
| Neuberger Berman Group LLC | 10,002 | $55.0K | 0.00% | +10,002 | New |
| Hexagon Capital Partners LLC | 9,852 | $54.0K | 0.02% | +2,214+29.0% | Added |
| Aquatic Capital Management LLC | 8,500 | $47.0K | 0.00% | +4,200+97.7% | Added |
| TD Private Client Wealth LLC | 8,200 | $45.1K | 0.00% | −906−9.9% | Reduced |
| Rosenberg Matthew Hamilton | 7,701 | $42.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Paradigm Asset Management Co LLC | 6,300 | $34.6K | 0.01% | +6,300 | New |
| AXA S.A. | 5,511 | $30.3K | 0.00% | +5,511 | New |
| Umb Bank N A | 5,492 | $30.0K | 0.00% | −718−11.6% | Reduced |
| EverSource Wealth Advisors, LLC | 4,698 | $26.0K | 0.01% | +4,327+1,166.3% | Added |
| Glassman Wealth Services | 4,272 | $23.0K | 0.00% | +1,468+52.4% | Added |
| Assetmark, Inc | 3,991 | $22.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 3,810 | $21.0K | 0.00% | +400+11.7% | Added |