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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 3,558 | $20.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,932 | $16.0K | 0.00% | +1,630+125.2% | Added |
| Brown Brothers Harriman & Co | 2,666 | $15.0K | 0.00% | +860+47.6% | Added |
| 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 |
| 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 |
| Eagle Bay Advisors LLC | 1,692 | $9.00K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,474 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| KB Financial Partners, LLC | 601 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 468 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| LMR Partners LLP | 0 | $0 | 0.00% | −2,495,132−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −1,207,075−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −163,297−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −119,000−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −104,833−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −101,168−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −46,452−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −36,669−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −26,387−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −23,294−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −14,737−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −12,078−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −10,264−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −10,403−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −4,521−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −3,601−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −3,442−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −2,894−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Altium Wealth Management LLC | – | – | – | – | Not filed |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |
| Enterprise Trust & Investment Co | – | – | – | – | Not filed |