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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 196,763 | $1.58M | 0.00% | −82,876−29.6% | Reduced |
| Advisor Partners II, LLC | 202,119 | $1.62M | 0.10% | +10,858+5.7% | Added |
| Boothbay Fund Management, LLC | 202,379 | $1.62M | 0.05% | +202,379 | New |
| The PNC Financial Services Group, Inc. | 207,473 | $1.66M | 0.00% | −33,014−13.7% | Reduced |
| BTC Capital Management, Inc. | 211,159 | $1.69M | 0.20% | −27,613−11.6% | Reduced |
| Cerity Partners LLC | 215,993 | $1.73M | 0.01% | −24,615−10.2% | Reduced |
| Connective Portfolio Management, LLC | 220,000 | $1.76M | 3.76% | +220,000 | New |
| Mariner, LLC | 224,138 | $1.80M | 0.01% | −112,203−33.4% | Reduced |
| HAP Trading, LLC | 257,651 | $2.07M | 0.34% | +257,651 | New |
| Thomas White International Ltd | 265,225 | $2.13M | 0.47% | +20,273+8.3% | Added |
| Regions Financial Corp | 270,478 | $2.17M | 0.02% | −9,408−3.4% | Reduced |
| Veriti Management LLC | 272,605 | $2.19M | 0.29% | −21,770−7.4% | Reduced |
| LPL Financial LLC | 273,844 | $2.20M | 0.00% | +43,764+19.0% | Added |
| US Bancorp | 276,988 | $2.22M | 0.00% | −167,805−37.7% | Reduced |
| Russell Investments Group, Ltd. | 283,657 | $2.27M | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 294,389 | $2.36M | 0.03% | −3,655−1.2% | Reduced |
| Old Mission Capital LLC | 296,548 | $2.38M | 0.10% | −287,298−49.2% | Reduced |
| Te Ahumairangi Investment Management Ltd | 309,777 | $2.48M | 0.39% | −25,200−7.5% | Reduced |
| Bleakley Financial Group, LLC | 319,562 | $2.56M | 0.09% | +319,562 | New |
| SEI Investments Co | 336,199 | $2.70M | 0.01% | −6,419−1.9% | Reduced |
| Raymond James & Associates | 342,261 | $2.74M | 0.00% | +4,216+1.2% | Added |
| Stifel Financial Corp | 385,212 | $3.09M | 0.00% | +35,466+10.1% | Added |
| Brinker Capital Investments, LLC | 388,251 | $3.11M | 0.06% | −928−0.2% | Reduced |
| Bank of New York Mellon Corp | 395,569 | $3.17M | 0.00% | +120,657+43.9% | Added |
| Bank of Montreal | 410,038 | $3.29M | 0.00% | −1,979−0.5% | Reduced |
| Gilman Hill Asset Management, LLC | 411,709 | $3.30M | 0.68% | −8,408−2.0% | Reduced |
| Crossmark Global Holdings, Inc. | 441,756 | $3.54M | 0.09% | −27,520−5.9% | Reduced |
| Truist Financial Corp | 497,072 | $3.99M | 0.01% | −6,665−1.3% | Reduced |
| JPMorgan Chase & Co | 532,404 | $4.27M | 0.00% | +485,333+1,031.1% | Added |
| Anderson Hoagland & Co | 506,413 | $4.31M | 0.63% | +69,815+16.0% | Added |
| Orbis Allan Gray Ltd | 551,132 | $4.42M | 0.04% | +471,618+593.1% | Added |
| Samlyn Capital, LLC | 699,029 | $5.61M | 0.11% | +699,029 | New |
| Natixis Advisors, L.P. | 712,273 | $5.71M | 0.02% | +98,605+16.1% | Added |
| CIBC Asset Management Inc | 724,610 | $5.81M | 0.02% | +724,610 | New |
| American Century Companies Inc | 810,613 | $6.50M | 0.01% | +251,651+45.0% | Added |
| CIBC World Markets Inc. | 851,803 | $6.83M | 0.03% | +2,250+0.3% | Added |
| Franklin Resources Inc | 907,844 | $7.28M | 0.00% | +5,582+0.6% | Added |
| Voloridge Investment Management, LLC | 992,719 | $7.96M | 0.04% | +707,145+247.6% | Added |
| D. E. Shaw & Co., Inc. | 1,238,263 | $9.93M | 0.02% | +1,238,263 | New |
| Marshall Wace, LLP | 1,294,475 | $10.4M | 0.03% | −399,394−23.6% | Reduced |
| Causeway Capital Management LLC | 1,623,736 | $13.0M | 0.38% | −105,731−6.1% | Reduced |
| Royal Bank of Canada | 1,753,276 | $14.1M | 0.00% | +21,658+1.3% | Added |
| Envestnet Asset Management Inc | 1,874,507 | $15.0M | 0.01% | −64,691−3.3% | Reduced |
| Citadel Advisors LLC | 1,882,877 | $15.1M | 0.02% | +1,830,017+3,462.0% | Added |
| Dimensional Fund Advisors LP | 2,298,836 | $18.4M | 0.01% | +609,915+36.1% | Added |
| Jane Street Group, LLC | 2,630,160 | $21.1M | 0.04% | +1,287,356+95.9% | Added |
| Renaissance Technologies LLC | 2,683,270 | $21.5M | 0.03% | −409,300−13.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,073,124 | $24.6M | 0.03% | −1,488,947−32.6% | Reduced |
| Bank of America Corp | 3,184,199 | $25.5M | 0.00% | +333,173+11.7% | Added |
| Cowen and Company, LLC | 3,370,730 | $27.0M | 2.86% | −306,375−8.3% | Reduced |
| Northern Trust Corp | 3,816,750 | $30.6M | 0.01% | −218,454−5.4% | Reduced |
| Invesco Ltd. | 4,582,461 | $36.8M | 0.01% | −642,884−12.3% | Reduced |
| Wells Fargo & Company | 5,460,953 | $43.8M | 0.01% | −177,163−3.1% | Reduced |
| FMR LLC | 5,580,846 | $44.8M | 0.00% | +1,244,973+28.7% | Added |
| BlackRock Inc. | 5,859,410 | $47.0M | 0.00% | −1,209,917−17.1% | Reduced |
| Cowen Investment Management LLC | 6,643,875 | $53.3M | 10.88% | −550,000−7.6% | Reduced |
| Lazard Asset Management LLC | 8,213,883 | $65.9M | 0.09% | −188,824−2.2% | Reduced |
| Goldman Sachs Group Inc | 9,902,106 | $79.4M | 0.02% | −697,710−6.6% | Reduced |
| Morgan Stanley | 13,388,521 | $107.4M | 0.01% | −2,297,622−14.6% | Reduced |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −870,220−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −393,954−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −154,469−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −43,641−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −38,192−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −19,424−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −17,668−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,540−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −13,480−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −12,671−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −12,395−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −11,890−100.0% | Sold out |
| Moreno Evelyn V | 0 | $0 | 0.00% | −11,577−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,951−100.0% | Sold out |
| Alera Investment Advisors, LLC | 0 | $0 | 0.00% | −10,717−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −10,178−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −10,002−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −3,884−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −2,666−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,123−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −1,018−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −705−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Corient Capital Partners, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Balasa Dinverno & Foltz LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |