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, Q4 2022
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Dec 31, 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
- 259
- +22 vs. Q3 2022
- Shares held
- 113.3M
- +97.5K (+0.1%) vs. Q3 2022
- Total value
- $908.4M
- +$285.9M (+45.9%) vs. Q3 2022
- New holders
- 55
- 67 more added
- Sold out
- 33
- 114 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 13,388,521 | $107.4M | 0.01% | −2,297,622−14.6% | Reduced |
| Goldman Sachs Group Inc | 9,902,106 | $79.4M | 0.02% | −697,710−6.6% | Reduced |
| Lazard Asset Management LLC | 8,213,883 | $65.9M | 0.09% | −188,824−2.2% | Reduced |
| Cowen Investment Management LLC | 6,643,875 | $53.3M | 10.88% | −550,000−7.6% | Reduced |
| BlackRock Inc. | 5,859,410 | $47.0M | 0.00% | −1,209,917−17.1% | Reduced |
| FMR LLC | 5,580,846 | $44.8M | 0.00% | +1,244,973+28.7% | Added |
| Wells Fargo & Company | 5,460,953 | $43.8M | 0.01% | −177,163−3.1% | Reduced |
| Invesco Ltd. | 4,582,461 | $36.8M | 0.01% | −642,884−12.3% | Reduced |
| Northern Trust Corp | 3,816,750 | $30.6M | 0.01% | −218,454−5.4% | Reduced |
| Cowen and Company, LLC | 3,370,730 | $27.0M | 2.86% | −306,375−8.3% | Reduced |
| Bank of America Corp | 3,184,199 | $25.5M | 0.00% | +333,173+11.7% | Added |
| Arrowstreet Capital, Limited Partnership | 3,073,124 | $24.6M | 0.03% | −1,488,947−32.6% | Reduced |
| Renaissance Technologies LLC | 2,683,270 | $21.5M | 0.03% | −409,300−13.2% | Reduced |
| Jane Street Group, LLC | 2,630,160 | $21.1M | 0.04% | +1,287,356+95.9% | Added |
| Dimensional Fund Advisors LP | 2,298,836 | $18.4M | 0.01% | +609,915+36.1% | Added |
| Citadel Advisors LLC | 1,882,877 | $15.1M | 0.02% | +1,830,017+3,462.0% | Added |
| Envestnet Asset Management Inc | 1,874,507 | $15.0M | 0.01% | −64,691−3.3% | Reduced |
| Royal Bank of Canada | 1,753,276 | $14.1M | 0.00% | +21,658+1.3% | Added |
| Causeway Capital Management LLC | 1,623,736 | $13.0M | 0.38% | −105,731−6.1% | Reduced |
| Marshall Wace, LLP | 1,294,475 | $10.4M | 0.03% | −399,394−23.6% | Reduced |
| D. E. Shaw & Co., Inc. | 1,238,263 | $9.93M | 0.02% | +1,238,263 | New |
| Voloridge Investment Management, LLC | 992,719 | $7.96M | 0.04% | +707,145+247.6% | Added |
| Franklin Resources Inc | 907,844 | $7.28M | 0.00% | +5,582+0.6% | Added |
| CIBC World Markets Inc. | 851,803 | $6.83M | 0.03% | +2,250+0.3% | Added |
| American Century Companies Inc | 810,613 | $6.50M | 0.01% | +251,651+45.0% | Added |
| CIBC Asset Management Inc | 724,610 | $5.81M | 0.02% | +724,610 | New |
| Natixis Advisors, L.P. | 712,273 | $5.71M | 0.02% | +98,605+16.1% | Added |
| Samlyn Capital, LLC | 699,029 | $5.61M | 0.11% | +699,029 | New |
| Orbis Allan Gray Ltd | 551,132 | $4.42M | 0.04% | +471,618+593.1% | Added |
| Anderson Hoagland & Co | 506,413 | $4.31M | 0.63% | +69,815+16.0% | Added |
| JPMorgan Chase & Co | 532,404 | $4.27M | 0.00% | +485,333+1,031.1% | Added |
| Truist Financial Corp | 497,072 | $3.99M | 0.01% | −6,665−1.3% | Reduced |
| Crossmark Global Holdings, Inc. | 441,756 | $3.54M | 0.09% | −27,520−5.9% | Reduced |
| Gilman Hill Asset Management, LLC | 411,709 | $3.30M | 0.68% | −8,408−2.0% | Reduced |
| Bank of Montreal | 410,038 | $3.29M | 0.00% | −1,979−0.5% | Reduced |
| Bank of New York Mellon Corp | 395,569 | $3.17M | 0.00% | +120,657+43.9% | Added |
| Brinker Capital Investments, LLC | 388,251 | $3.11M | 0.06% | −928−0.2% | Reduced |
| Stifel Financial Corp | 385,212 | $3.09M | 0.00% | +35,466+10.1% | Added |
| Raymond James & Associates | 342,261 | $2.74M | 0.00% | +4,216+1.2% | Added |
| SEI Investments Co | 336,199 | $2.70M | 0.01% | −6,419−1.9% | Reduced |
| Bleakley Financial Group, LLC | 319,562 | $2.56M | 0.09% | +319,562 | New |
| Te Ahumairangi Investment Management Ltd | 309,777 | $2.48M | 0.39% | −25,200−7.5% | Reduced |
| Old Mission Capital LLC | 296,548 | $2.38M | 0.10% | −287,298−49.2% | Reduced |
| Greenleaf Trust | 294,389 | $2.36M | 0.03% | −3,655−1.2% | Reduced |
| Russell Investments Group, Ltd. | 283,657 | $2.27M | 0.00% | 00.0% | Unchanged |
| US Bancorp | 276,988 | $2.22M | 0.00% | −167,805−37.7% | Reduced |
| LPL Financial LLC | 273,844 | $2.20M | 0.00% | +43,764+19.0% | Added |
| Veriti Management LLC | 272,605 | $2.19M | 0.29% | −21,770−7.4% | Reduced |
| Regions Financial Corp | 270,478 | $2.17M | 0.02% | −9,408−3.4% | Reduced |
| Thomas White International Ltd | 265,225 | $2.13M | 0.47% | +20,273+8.3% | Added |
| HAP Trading, LLC | 257,651 | $2.07M | 0.34% | +257,651 | New |
| Mariner, LLC | 224,138 | $1.80M | 0.01% | −112,203−33.4% | Reduced |
| Connective Portfolio Management, LLC | 220,000 | $1.76M | 3.76% | +220,000 | New |
| Cerity Partners LLC | 215,993 | $1.73M | 0.01% | −24,615−10.2% | Reduced |
| BTC Capital Management, Inc. | 211,159 | $1.69M | 0.20% | −27,613−11.6% | Reduced |
| The PNC Financial Services Group, Inc. | 207,473 | $1.66M | 0.00% | −33,014−13.7% | Reduced |
| Boothbay Fund Management, LLC | 202,379 | $1.62M | 0.05% | +202,379 | New |
| Advisor Partners II, LLC | 202,119 | $1.62M | 0.10% | +10,858+5.7% | Added |
| Ameriprise Financial Inc | 196,763 | $1.58M | 0.00% | −82,876−29.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 196,134 | $1.57M | 0.07% | −196,134−50.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 193,059 | $1.55M | 0.03% | −218,525−53.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 181,907 | $1.46M | 0.56% | −88,577−32.7% | Reduced |
| Wetherby Asset Management Inc | 168,799 | $1.35M | 0.09% | −23,385−12.2% | Reduced |
| M&T Bank Corp | 163,736 | $1.31M | 0.01% | −20,840−11.3% | Reduced |
| Forum Financial Management, LP | 163,331 | $1.31M | 0.04% | +3,018+1.9% | Added |
| Schonfeld Strategic Advisors LLC | 163,200 | $1.31M | 0.01% | +163,200 | New |
| Mercer Global Advisors Inc | 162,275 | $1.30M | 0.01% | +1,322+0.8% | Added |
| Ethic Inc. | 160,749 | $1.29M | 0.07% | +69,869+76.9% | Added |
| Signaturefd, LLC | 158,914 | $1.27M | 0.04% | −47,190−22.9% | Reduced |
| Oppenheimer Asset Management Inc. | 154,395 | $1.24M | 0.02% | −5,355−3.4% | Reduced |
| Sanders Capital, LLC | 138,063 | $1.11M | 0.00% | −2,500−1.8% | Reduced |
| Comerica Bank | 125,147 | $1.08M | 0.01% | −1,262−1.0% | Reduced |
| Creative Planning | 127,035 | $1.02M | 0.00% | +2,591+2.1% | Added |
| ExodusPoint Capital Management, LP | 125,086 | $1.00M | 0.02% | +63,493+103.1% | Added |
| XY Capital Ltd | 123,752 | $992.5K | 0.81% | +123,752 | New |
| Yousif Capital Management, LLC | 114,861 | $921.2K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 113,716 | $912.0K | 0.11% | −8,384−6.9% | Reduced |
| Advisor Group Holdings, Inc. | 111,743 | $896.1K | 0.00% | −11,982−9.7% | Reduced |
| Westwood Holdings Group Inc. | 95,181 | $763.0K | 0.01% | −92−0.1% | Reduced |
| Eagle Asset Management Inc | 90,654 | $733.0K | 0.00% | +13,432+17.4% | Added |
| Johnson Investment Counsel Inc | 90,900 | $729.0K | 0.01% | −198−0.2% | Reduced |
| Janney Montgomery Scott LLC | 90,914 | $729.0K | 0.00% | +8,488+10.3% | Added |
| Schechter Investment Advisors, LLC | 90,470 | $725.6K | 0.07% | −1,472−1.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 89,448 | $717.4K | 0.08% | +2,134+2.4% | Added |
| Guggenheim Capital LLC | 87,377 | $700.8K | 0.01% | −29,437−25.2% | Reduced |
| Quantinno Capital Management LP | 85,285 | $684.0K | 0.05% | +65,500+331.1% | Added |
| Advisors Asset Management, Inc. | 85,254 | $683.7K | 0.01% | −29,051−25.4% | Reduced |
| Vanguard Capital Wealth Advisors | 83,700 | $671.3K | 0.78% | +62,924+302.9% | Added |
| First Republic Investment Management, Inc. | 80,446 | $645.2K | 0.00% | −6,046−7.0% | Reduced |
| Schroder Investment Management Group | 78,235 | $627.4K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 74,375 | $596.5K | 0.02% | −60,414−44.8% | Reduced |
| Naviter Wealth, LLC | 68,421 | $594.6K | 0.16% | +3,528+5.4% | Added |
| Mission Wealth Management, LP | 71,091 | $570.1K | 0.03% | −1,852−2.5% | Reduced |
| Investors Research Corp | 70,529 | $565.6K | 0.15% | −1,325−1.8% | Reduced |
| Morningstar Investment Services LLC | 68,938 | $564.0K | 0.01% | −2,394−3.4% | Reduced |
| Gradient Investments LLC | 69,887 | $560.5K | 0.02% | −3,183−4.4% | Reduced |
| Vise Technologies, Inc. | 68,758 | $551.4K | 0.17% | −8,173−10.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 65,596 | $526.1K | 0.05% | −10,869−14.2% | Reduced |
| Sequoia Financial Advisors, LLC | 60,831 | $487.9K | 0.01% | +10,151+20.0% | Added |
| Covenant Partners, LLC | 59,701 | $478.8K | 0.19% | 00.0% | Unchanged |