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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.

Institutional holdersQ4 2022: 259 institutions
Q1 2021: 229 institutionsQ2 2021: 225 institutionsQ3 2021: 236 institutionsQ4 2021: 241 institutionsQ1 2022: 248 institutionsQ2 2022: 244 institutionsQ3 2022: 243 institutionsQ4 2022: 259 institutionsQ1 2023: 265 institutionsQ2 2023: 265 institutionsQ3 2023: 272 institutionsQ4 2023: 308 institutionsQ1 2024: 309 institutionsQ2 2024: 324 institutionsQ3 2024: 333 institutionsQ4 2024: 348 institutionsQ1 2025: 358 institutionsQ2 2025: 371 institutionsQ3 2025: 396 institutionsQ4 2025: 424 institutionsQ1 2026: 446 institutionsQ2 2026: 463 institutions
Value heldQ4 2022: $908.4M
Q1 2021: $907.8MQ2 2021: $861.9MQ3 2021: $872.4MQ4 2021: $831.3MQ1 2022: $765.4MQ2 2022: $708.5MQ3 2022: $623.2MQ4 2022: $908.4MQ1 2023: $873.4MQ2 2023: $936.6MQ3 2023: $984.8MQ4 2023: $910.8MQ1 2024: $1.11BQ2 2024: $1.28BQ3 2024: $1.16BQ4 2024: $1.49BQ1 2025: $1.81BQ2 2025: $1.80BQ3 2025: $1.89BQ4 2025: $2.24BQ1 2026: $2.45BQ2 2026: $3.16B
Institutions holding SMFG and their total value by quarter
QuarterHoldersValue
Q2 2026463$3.16B
Q1 2026446$2.45B
Q4 2025424$2.24B
Q3 2025396$1.89B
Q2 2025371$1.80B
Q1 2025358$1.81B
Q4 2024348$1.49B
Q3 2024333$1.16B
Q2 2024324$1.28B
Q1 2024309$1.11B
Q4 2023308$910.8M
Q3 2023272$984.8M
Q2 2023265$936.6M
Q1 2023265$873.4M
Q4 2022259$908.4M
Q3 2022243$623.2M
Q2 2022244$708.5M
Q1 2022248$765.4M
Q4 2021241$831.3M
Q3 2021236$872.4M
Q2 2021225$861.9M
Q1 2021229$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.

Institutions holding SMFG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Icon Wealth Advisors, LLC18,294$146.7K0.02%−977−5.1%Reduced
Ballentine Partners, LLC18,464$148.1K0.00%+4,415+31.4%Added
Vident Investment Advisory, LLC18,850$151.2K0.01%−1,988−9.5%Reduced
Redwood Wealth Management Group, LLC19,087$153.1K0.19%+19,087New
Huntington National Bank19,340$155.1K0.00%−388−2.0%Reduced
Prudent Man Advisors, LLC19,561$157.0K0.06%+5,769+41.8%Added
Werba Rubin Papier Wealth Management20,500$164.4K0.07%+20,500New
Cetera Advisor Networks LLC20,527$164.6K0.00%+20,527New
West Family Investments, Inc.20,820$167.0K0.06%−85,390−80.4%Reduced
FDx Advisors, Inc.21,015$169.0K0.01%−1,228−5.5%Reduced
Harbor Investment Advisory, LLC21,740$174.4K0.03%−1,247−5.4%Reduced
Beverly Hills Private Wealth, LLC21,961$176.1K0.08%+21,961New
Private Advisor Group, LLC22,929$182.2K0.01%−1,881−7.6%Reduced
Stephens Inc22,804$182.9K0.00%+4,356+23.6%Added
AlphaQ Advisors LLC23,227$186.3K0.16%+23,227New
Fisher Asset Management, LLC23,594$189.0K0.00%+629+2.7%Added
Raymond James Financial Services Advisors, Inc.23,664$189.8K0.00%−6,368−21.2%Reduced
Bokf, NA23,812$191.0K0.00%−8,646−26.6%Reduced
Charles Schwab Investment Management Inc24,051$192.9K0.00%+24,051New
Vestmark Advisory Solutions, Inc.24,423$195.9K0.01%+562+2.4%Added
Five Oceans Advisors24,426$195.9K0.14%−51−0.2%Reduced
Davenport & Co LLC26,254$211.0K0.00%+2,588+10.9%Added
Principal Street Partners, LLC27,030$216.8K0.05%+3,938+17.1%Added
Pzena Investment Management LLC27,154$217.8K0.00%+27,154New
Seven Eight Capital, LP29,402$235.8K0.06%+29,402New
Atlas Capital Advisors LLC29,972$240.4K0.04%−16,195−35.1%Reduced
Mather Group, LLC.30,221$242.4K0.00%−2,579−7.9%Reduced
Gallacher Capital Management LLC30,660$245.9K0.15%+30,660New
Boston Private Wealth LLC31,146$249.8K0.00%−4,978−13.8%Reduced
Credential Qtrade Securities Inc.31,260$250.7K0.02%−2,105−6.3%Reduced
Sawtooth Solutions, LLC31,402$251.8K0.03%−416−1.3%Reduced
Captrust Financial Advisors34,012$272.8K0.00%+8,918+35.5%Added
Sage Rhino Capital LLC34,195$274.2K0.09%−1,997−5.5%Reduced
Cetera Investment Advisers34,285$275.0K0.00%+9,343+37.5%Added
HRT Financial LP35,376$283.0K0.00%−42,750−54.7%Reduced
Chevy Chase Trust Holdings, Inc.36,051$289.1K0.00%+4,712+15.0%Added
Checchi Capital Advisers, LLC36,509$292.8K0.03%+689+1.9%Added
UBS Group AG37,737$302.7K0.00%+1,804+5.0%Added
HighTower Advisors, LLC37,480$304.0K0.00%+2,436+7.0%Added
Susquehanna International Group, LLP38,699$310.4K0.00%+3,038+8.5%Added
RNC Capital Management LLC39,000$313.0K0.02%−7,300−15.8%Reduced
Kestra Advisory Services, LLC39,667$318.1K0.00%−752−1.9%Reduced
SYSTM Wealth Solutions LLC39,789$319.1K0.04%+39,789New
Federated Hermes, Inc.40,558$325.3K0.00%+6,280+18.3%Added
Inspire Advisors, LLC40,931$328.3K0.08%+338+0.8%Added
Park Avenue Securities LLC41,454$332.0K0.01%+6,138+17.4%Added
Parallel Advisors, LLC41,605$333.7K0.01%+3,525+9.3%Added
Qtron Investments LLC42,937$344.4K0.07%00.0%Unchanged
Quadrant Capital Group LLC43,670$350.2K0.04%−18,758−30.0%Reduced
Zions Bancorporation, N.A.46,028$369.1K0.03%−1,065−2.3%Reduced
Evergreen Capital Management LLC46,168$370.3K0.02%−9,080−16.4%Reduced
MML Investors Services, LLC46,765$375.0K0.00%+4,978+11.9%Added
Ritholtz Wealth Management48,517$389.1K0.02%+6,306+14.9%Added
Lake Street Advisors Group, LLC50,265$403.0K0.03%+4,529+9.9%Added
Pinnacle Wealth Planning Services, Inc.50,287$403.3K0.07%−8,604−14.6%Reduced
Pacer Advisors, Inc.52,024$417.2K0.00%+52,024New
Y-Intercept (Hong Kong) Ltd52,908$424.3K0.06%+52,908New
CI Private Wealth, LLC54,096$433.7K0.00%+54,096New
Aigen Investment Management, LP56,720$454.9K0.06%+56,720New
Covenant Partners, LLC59,701$478.8K0.19%00.0%Unchanged
Sequoia Financial Advisors, LLC60,831$487.9K0.01%+10,151+20.0%Added
Dorsey & Whitney Trust CO LLC65,596$526.1K0.05%−10,869−14.2%Reduced
Vise Technologies, Inc.68,758$551.4K0.17%−8,173−10.6%Reduced
Gradient Investments LLC69,887$560.5K0.02%−3,183−4.4%Reduced
Morningstar Investment Services LLC68,938$564.0K0.01%−2,394−3.4%Reduced
Investors Research Corp70,529$565.6K0.15%−1,325−1.8%Reduced
Mission Wealth Management, LP71,091$570.1K0.03%−1,852−2.5%Reduced
Naviter Wealth, LLC68,421$594.6K0.16%+3,528+5.4%Added
JustInvest LLC74,375$596.5K0.02%−60,414−44.8%Reduced
Schroder Investment Management Group78,235$627.4K0.00%00.0%Unchanged
First Republic Investment Management, Inc.80,446$645.2K0.00%−6,046−7.0%Reduced
Vanguard Capital Wealth Advisors83,700$671.3K0.78%+62,924+302.9%Added
Advisors Asset Management, Inc.85,254$683.7K0.01%−29,051−25.4%Reduced
Quantinno Capital Management LP85,285$684.0K0.05%+65,500+331.1%Added
Guggenheim Capital LLC87,377$700.8K0.01%−29,437−25.2%Reduced
Mount Yale Investment Advisors, LLC89,448$717.4K0.08%+2,134+2.4%Added
Schechter Investment Advisors, LLC90,470$725.6K0.07%−1,472−1.6%Reduced
Janney Montgomery Scott LLC90,914$729.0K0.00%+8,488+10.3%Added
Johnson Investment Counsel Inc90,900$729.0K0.01%−198−0.2%Reduced
Eagle Asset Management Inc90,654$733.0K0.00%+13,432+17.4%Added
Westwood Holdings Group Inc.95,181$763.0K0.01%−92−0.1%Reduced
Advisor Group Holdings, Inc.111,743$896.1K0.00%−11,982−9.7%Reduced
Verdence Capital Advisors LLC113,716$912.0K0.11%−8,384−6.9%Reduced
Yousif Capital Management, LLC114,861$921.2K0.01%00.0%Unchanged
XY Capital Ltd123,752$992.5K0.81%+123,752New
ExodusPoint Capital Management, LP125,086$1.00M0.02%+63,493+103.1%Added
Creative Planning127,035$1.02M0.00%+2,591+2.1%Added
Comerica Bank125,147$1.08M0.01%−1,262−1.0%Reduced
Sanders Capital, LLC138,063$1.11M0.00%−2,500−1.8%Reduced
Oppenheimer Asset Management Inc.154,395$1.24M0.02%−5,355−3.4%Reduced
Signaturefd, LLC158,914$1.27M0.04%−47,190−22.9%Reduced
Ethic Inc.160,749$1.29M0.07%+69,869+76.9%Added
Mercer Global Advisors Inc162,275$1.30M0.01%+1,322+0.8%Added
Schonfeld Strategic Advisors LLC163,200$1.31M0.01%+163,200New
Forum Financial Management, LP163,331$1.31M0.04%+3,018+1.9%Added
M&T Bank Corp163,736$1.31M0.01%−20,840−11.3%Reduced
Wetherby Asset Management Inc168,799$1.35M0.09%−23,385−12.2%Reduced
Legacy Wealth Asset Management, LLC181,907$1.46M0.56%−88,577−32.7%Reduced
O'Shaughnessy Asset Management, LLC193,059$1.55M0.03%−218,525−53.1%Reduced
U.S. Capital Wealth Advisors, LLC196,134$1.57M0.07%−196,134−50.0%Reduced