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 |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 86 | $0 | 0.00% | +86 | New |
| TD Waterhouse Canada Inc. | 1 | $8 | 0.00% | +1 | New |
| JJJ Advisors Inc. | 5 | $43 | 0.00% | −180−97.3% | Reduced |
| Sofos Investments, Inc. | 8 | $81 | 0.00% | +8 | New |
| Horan Securities, Inc. | 64 | $513 | 0.00% | +64 | New |
| Lansing Street Advisors | 124 | $994 | 0.00% | +124 | New |
| Tyler-Stone Wealth Management | 153 | $1.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $1.00K | 0.00% | +100 | New |
| Northwestern Mutual Wealth Management Co | 127 | $1.02K | 0.00% | +127 | New |
| Financial Synergies Wealth Advisors, Inc. | 183 | $1.47K | 0.00% | +183 | New |
| Motco | 203 | $1.63K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 206 | $1.65K | 0.00% | +206 | New |
| Farther Finance Advisors, LLC | 230 | $1.84K | 0.00% | +230 | New |
| Spire Wealth Management | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 232 | $2.00K | 0.00% | +232 | New |
| Carolinas Wealth Consulting LLC | 282 | $2.26K | 0.00% | +282 | New |
| Bell Investment Advisors, Inc | 295 | $2.37K | 0.00% | +63+27.2% | Added |
| Proequities, Inc. | 332 | $2.66K | 0.00% | −29−8.0% | Reduced |
| Money Concepts Capital Corp | 377 | $3.02K | 0.00% | +377 | New |
| Advisory Services Network, LLC | 383 | $3.07K | 0.00% | +383 | New |
| Harbour Investments, Inc. | 393 | $3.15K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 430 | $3.45K | 0.00% | +430 | New |
| Schubert & Co | 438 | $3.51K | 0.00% | −396−47.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 473 | $4.00K | 0.00% | −486−50.7% | Reduced |
| Financial Connections Group, Inc. | 551 | $4.00K | 0.00% | +13+2.4% | Added |
| KB Financial Partners, LLC | 601 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 740 | $5.93K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 736 | $6.00K | 0.00% | −4,756−86.6% | Reduced |
| Allworth Financial LP | 750 | $6.01K | 0.00% | −580−43.6% | Reduced |
| Washington Trust Co | 875 | $7.02K | 0.00% | −67−7.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 985 | $7.90K | 0.00% | +985 | New |
| Toronto Dominion Bank | 1,000 | $8.00K | 0.00% | +1,000 | New |
| Global Retirement Partners, LLC | 1,104 | $8.85K | 0.00% | +221+25.0% | Added |
| Financial Management Professionals, Inc. | 1,131 | $9.00K | 0.00% | −222−16.4% | Reduced |
| HHM Wealth Advisors, LLC | 1,149 | $9.21K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,221 | $9.79K | 0.00% | +142+13.2% | Added |
| Fifth Third Bancorp | 1,274 | $10.2K | 0.00% | −1,658−56.5% | Reduced |
| JNBA Financial Advisors | 1,474 | $11.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,692 | $13.6K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,847 | $14.8K | 0.00% | −263−12.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,880 | $15.1K | 0.00% | −2,818−60.0% | Reduced |
| GWM Advisors LLC | 1,915 | $15.4K | 0.00% | +1,915 | New |
| JFS Wealth Advisors, LLC | 2,274 | $18.2K | 0.00% | −309−12.0% | Reduced |
| Column Capital Advisors, LLC | 2,478 | $19.9K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 2,500 | $20.1K | 0.01% | +2,500 | New |
| Comerica Securities,inc. | 2,729 | $21.9K | 0.00% | +2,729 | New |
| Tower Research Capital LLC (TRC) | 3,121 | $25.0K | 0.00% | +970+45.1% | Added |
| Farmers & Merchants Investments Inc | 3,558 | $28.5K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,637 | $29.2K | 0.01% | −635−14.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,728 | $29.9K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 4,583 | $36.8K | 0.02% | +4,583 | New |
| AXA S.A. | 4,891 | $39.2K | 0.00% | −620−11.3% | Reduced |
| Hexagon Capital Partners LLC | 5,750 | $46.1K | 0.01% | −4,102−41.6% | Reduced |
| Paradigm Asset Management Co LLC | 6,300 | $50.5K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7,701 | $61.8K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,284 | $66.4K | 0.00% | +84+1.0% | Added |
| Assetmark, Inc | 9,081 | $72.8K | 0.00% | +5,090+127.5% | Added |
| Allspring Global Investments Holdings, LLC | 9,872 | $79.2K | 0.00% | −135,442−93.2% | Reduced |
| CAPROCK Group, Inc. | 10,027 | $80.4K | 0.01% | +10,027 | New |
| Hancock Whitney Corp | 10,112 | $81.0K | 0.00% | −1,945−16.1% | Reduced |
| United Capital Financial Advisers, LLC | 10,530 | $84.5K | 0.00% | +10,530 | New |
| Commonwealth Equity Services, LLC | 10,651 | $85.0K | 0.00% | −5,019−32.0% | Reduced |
| Dakota Wealth Management | 10,884 | $87.3K | 0.01% | +228+2.1% | Added |
| Belpointe Asset Management LLC | 11,061 | $88.7K | 0.01% | +11,061 | New |
| Pathstone Family Office, LLC | 61,886 | $88.8K | 0.00% | +50,236+431.2% | Added |
| Ronald Blue Trust, Inc. | 16,430 | $90.0K | 0.00% | +10,450+174.7% | Added |
| Channing Global Advisors, LLC | 11,420 | $91.6K | 0.11% | +11,420 | New |
| Prudential Financial Inc | 11,422 | $91.6K | 0.00% | −783−6.4% | Reduced |
| PDS Planning, Inc | 11,506 | $92.3K | 0.01% | −7,619−39.8% | Reduced |
| Citigroup Inc | 11,565 | $92.8K | 0.00% | −361−3.0% | Reduced |
| IFP Advisors, Inc | 10,828 | $94.0K | 0.00% | −2,094−16.2% | Reduced |
| Quantbot Technologies LP | 11,843 | $95.0K | 0.01% | +11,843 | New |
| Peapack Gladstone Financial Corp | 11,815 | $95.0K | 0.00% | −61−0.5% | Reduced |
| Engineers Gate Manager LP | 11,880 | $95.3K | 0.01% | −11,512−49.2% | Reduced |
| CWM, LLC | 11,914 | $96.0K | 0.00% | −910−7.1% | Reduced |
| Valeo Financial Advisors, LLC | 12,104 | $97.1K | 0.01% | +12,104 | New |
| Snowden Capital Advisors LLC | 12,144 | $97.4K | 0.00% | +12,144 | New |
| Freestone Capital Holdings, LLC | 12,615 | $101.2K | 0.00% | −1,489−10.6% | Reduced |
| Twin Focus Capital Partners, LLC | 12,815 | $102.8K | 0.02% | −537−4.0% | Reduced |
| Keudell/Morrison Wealth Management | 13,440 | $107.8K | 0.03% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 13,469 | $108.0K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 13,598 | $109.1K | 0.00% | −8,758−39.2% | Reduced |
| Lantz Financial LLC | 13,844 | $111.0K | 0.05% | +250+1.8% | Added |
| Drive Wealth Management, LLC | 14,000 | $112.3K | 0.06% | +624+4.7% | Added |
| Clarius Group, LLC | 14,065 | $113.0K | 0.01% | −12,999−48.0% | Reduced |
| Keel Point, LLC | 14,092 | $113.0K | 0.02% | −982−6.5% | Reduced |
| Wealthspire Advisors, LLC | 14,350 | $115.1K | 0.00% | +14,350 | New |
| Marks Group Wealth Management, Inc | 14,394 | $115.4K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 14,748 | $118.0K | 0.00% | −13,842−48.4% | Reduced |
| CWM Advisors, LLC | 14,721 | $118.1K | 0.02% | −885−5.7% | Reduced |
| SG Americas Securities, LLC | 14,811 | $119.0K | 0.00% | +14,811 | New |
| Glenmede Trust Co NA | 15,099 | $121.1K | 0.00% | +15,099 | New |
| Lindbrook Capital, LLC | 15,364 | $123.2K | 0.02% | −132−0.9% | Reduced |
| Balyasny Asset Management LLC | 15,451 | $123.9K | 0.00% | −45,785−74.8% | Reduced |
| Keybank National Association | 15,560 | $124.8K | 0.00% | −4,261−21.5% | Reduced |
| New Republic Capital, LLC | 16,999 | $136.3K | 0.11% | +16,999 | New |
| Rockefeller Capital Management L.P. | 17,520 | $140.0K | 0.00% | +10,628+154.2% | Added |
| Rehmann Capital Advisory Group | 18,025 | $144.6K | 0.01% | −138−0.8% | Reduced |
| State Street Corp | 18,114 | $145.1K | 0.00% | +4,160+29.8% | Added |