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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 56,720 | $454.9K | 0.06% | +56,720 | New |
| CI Private Wealth, LLC | 54,096 | $433.7K | 0.00% | +54,096 | New |
| Y-Intercept (Hong Kong) Ltd | 52,908 | $424.3K | 0.06% | +52,908 | New |
| Pacer Advisors, Inc. | 52,024 | $417.2K | 0.00% | +52,024 | New |
| Pinnacle Wealth Planning Services, Inc. | 50,287 | $403.3K | 0.07% | −8,604−14.6% | Reduced |
| Lake Street Advisors Group, LLC | 50,265 | $403.0K | 0.03% | +4,529+9.9% | Added |
| Ritholtz Wealth Management | 48,517 | $389.1K | 0.02% | +6,306+14.9% | Added |
| MML Investors Services, LLC | 46,765 | $375.0K | 0.00% | +4,978+11.9% | Added |
| Evergreen Capital Management LLC | 46,168 | $370.3K | 0.02% | −9,080−16.4% | Reduced |
| Zions Bancorporation, N.A. | 46,028 | $369.1K | 0.03% | −1,065−2.3% | Reduced |
| Quadrant Capital Group LLC | 43,670 | $350.2K | 0.04% | −18,758−30.0% | Reduced |
| Qtron Investments LLC | 42,937 | $344.4K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 41,605 | $333.7K | 0.01% | +3,525+9.3% | Added |
| Park Avenue Securities LLC | 41,454 | $332.0K | 0.01% | +6,138+17.4% | Added |
| Inspire Advisors, LLC | 40,931 | $328.3K | 0.08% | +338+0.8% | Added |
| Federated Hermes, Inc. | 40,558 | $325.3K | 0.00% | +6,280+18.3% | Added |
| SYSTM Wealth Solutions LLC | 39,789 | $319.1K | 0.04% | +39,789 | New |
| Kestra Advisory Services, LLC | 39,667 | $318.1K | 0.00% | −752−1.9% | Reduced |
| RNC Capital Management LLC | 39,000 | $313.0K | 0.02% | −7,300−15.8% | Reduced |
| Susquehanna International Group, LLP | 38,699 | $310.4K | 0.00% | +3,038+8.5% | Added |
| HighTower Advisors, LLC | 37,480 | $304.0K | 0.00% | +2,436+7.0% | Added |
| UBS Group AG | 37,737 | $302.7K | 0.00% | +1,804+5.0% | Added |
| Checchi Capital Advisers, LLC | 36,509 | $292.8K | 0.03% | +689+1.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 36,051 | $289.1K | 0.00% | +4,712+15.0% | Added |
| HRT Financial LP | 35,376 | $283.0K | 0.00% | −42,750−54.7% | Reduced |
| Cetera Investment Advisers | 34,285 | $275.0K | 0.00% | +9,343+37.5% | Added |
| Sage Rhino Capital LLC | 34,195 | $274.2K | 0.09% | −1,997−5.5% | Reduced |
| Captrust Financial Advisors | 34,012 | $272.8K | 0.00% | +8,918+35.5% | Added |
| Sawtooth Solutions, LLC | 31,402 | $251.8K | 0.03% | −416−1.3% | Reduced |
| Credential Qtrade Securities Inc. | 31,260 | $250.7K | 0.02% | −2,105−6.3% | Reduced |
| Boston Private Wealth LLC | 31,146 | $249.8K | 0.00% | −4,978−13.8% | Reduced |
| Gallacher Capital Management LLC | 30,660 | $245.9K | 0.15% | +30,660 | New |
| Mather Group, LLC. | 30,221 | $242.4K | 0.00% | −2,579−7.9% | Reduced |
| Atlas Capital Advisors LLC | 29,972 | $240.4K | 0.04% | −16,195−35.1% | Reduced |
| Seven Eight Capital, LP | 29,402 | $235.8K | 0.06% | +29,402 | New |
| Pzena Investment Management LLC | 27,154 | $217.8K | 0.00% | +27,154 | New |
| Principal Street Partners, LLC | 27,030 | $216.8K | 0.05% | +3,938+17.1% | Added |
| Davenport & Co LLC | 26,254 | $211.0K | 0.00% | +2,588+10.9% | Added |
| Five Oceans Advisors | 24,426 | $195.9K | 0.14% | −51−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 24,423 | $195.9K | 0.01% | +562+2.4% | Added |
| Charles Schwab Investment Management Inc | 24,051 | $192.9K | 0.00% | +24,051 | New |
| Bokf, NA | 23,812 | $191.0K | 0.00% | −8,646−26.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 23,664 | $189.8K | 0.00% | −6,368−21.2% | Reduced |
| Fisher Asset Management, LLC | 23,594 | $189.0K | 0.00% | +629+2.7% | Added |
| AlphaQ Advisors LLC | 23,227 | $186.3K | 0.16% | +23,227 | New |
| Stephens Inc | 22,804 | $182.9K | 0.00% | +4,356+23.6% | Added |
| Private Advisor Group, LLC | 22,929 | $182.2K | 0.01% | −1,881−7.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 21,961 | $176.1K | 0.08% | +21,961 | New |
| Harbor Investment Advisory, LLC | 21,740 | $174.4K | 0.03% | −1,247−5.4% | Reduced |
| FDx Advisors, Inc. | 21,015 | $169.0K | 0.01% | −1,228−5.5% | Reduced |
| West Family Investments, Inc. | 20,820 | $167.0K | 0.06% | −85,390−80.4% | Reduced |
| Cetera Advisor Networks LLC | 20,527 | $164.6K | 0.00% | +20,527 | New |
| Werba Rubin Papier Wealth Management | 20,500 | $164.4K | 0.07% | +20,500 | New |
| Prudent Man Advisors, LLC | 19,561 | $157.0K | 0.06% | +5,769+41.8% | Added |
| Huntington National Bank | 19,340 | $155.1K | 0.00% | −388−2.0% | Reduced |
| Redwood Wealth Management Group, LLC | 19,087 | $153.1K | 0.19% | +19,087 | New |
| Vident Investment Advisory, LLC | 18,850 | $151.2K | 0.01% | −1,988−9.5% | Reduced |
| Ballentine Partners, LLC | 18,464 | $148.1K | 0.00% | +4,415+31.4% | Added |
| Icon Wealth Advisors, LLC | 18,294 | $146.7K | 0.02% | −977−5.1% | Reduced |
| State Street Corp | 18,114 | $145.1K | 0.00% | +4,160+29.8% | Added |
| Rehmann Capital Advisory Group | 18,025 | $144.6K | 0.01% | −138−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 17,520 | $140.0K | 0.00% | +10,628+154.2% | Added |
| New Republic Capital, LLC | 16,999 | $136.3K | 0.11% | +16,999 | New |
| Keybank National Association | 15,560 | $124.8K | 0.00% | −4,261−21.5% | Reduced |
| Balyasny Asset Management LLC | 15,451 | $123.9K | 0.00% | −45,785−74.8% | Reduced |
| Lindbrook Capital, LLC | 15,364 | $123.2K | 0.02% | −132−0.9% | Reduced |
| Glenmede Trust Co NA | 15,099 | $121.1K | 0.00% | +15,099 | New |
| SG Americas Securities, LLC | 14,811 | $119.0K | 0.00% | +14,811 | New |
| CWM Advisors, LLC | 14,721 | $118.1K | 0.02% | −885−5.7% | Reduced |
| Millennium Management LLC | 14,748 | $118.0K | 0.00% | −13,842−48.4% | Reduced |
| Marks Group Wealth Management, Inc | 14,394 | $115.4K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 14,350 | $115.1K | 0.00% | +14,350 | New |
| Keel Point, LLC | 14,092 | $113.0K | 0.02% | −982−6.5% | Reduced |
| Clarius Group, LLC | 14,065 | $113.0K | 0.01% | −12,999−48.0% | Reduced |
| Drive Wealth Management, LLC | 14,000 | $112.3K | 0.06% | +624+4.7% | Added |
| Lantz Financial LLC | 13,844 | $111.0K | 0.05% | +250+1.8% | Added |
| Ieq Capital, LLC | 13,598 | $109.1K | 0.00% | −8,758−39.2% | Reduced |
| Dana Investment Advisors, Inc. | 13,469 | $108.0K | 0.01% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 13,440 | $107.8K | 0.03% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 12,815 | $102.8K | 0.02% | −537−4.0% | Reduced |
| Freestone Capital Holdings, LLC | 12,615 | $101.2K | 0.00% | −1,489−10.6% | Reduced |
| Snowden Capital Advisors LLC | 12,144 | $97.4K | 0.00% | +12,144 | New |
| Valeo Financial Advisors, LLC | 12,104 | $97.1K | 0.01% | +12,104 | New |
| CWM, LLC | 11,914 | $96.0K | 0.00% | −910−7.1% | Reduced |
| Engineers Gate Manager LP | 11,880 | $95.3K | 0.01% | −11,512−49.2% | Reduced |
| Peapack Gladstone Financial Corp | 11,815 | $95.0K | 0.00% | −61−0.5% | Reduced |
| Quantbot Technologies LP | 11,843 | $95.0K | 0.01% | +11,843 | New |
| IFP Advisors, Inc | 10,828 | $94.0K | 0.00% | −2,094−16.2% | Reduced |
| Citigroup Inc | 11,565 | $92.8K | 0.00% | −361−3.0% | Reduced |
| PDS Planning, Inc | 11,506 | $92.3K | 0.01% | −7,619−39.8% | Reduced |
| Prudential Financial Inc | 11,422 | $91.6K | 0.00% | −783−6.4% | Reduced |
| Channing Global Advisors, LLC | 11,420 | $91.6K | 0.11% | +11,420 | New |
| Ronald Blue Trust, Inc. | 16,430 | $90.0K | 0.00% | +10,450+174.7% | Added |
| Pathstone Family Office, LLC | 61,886 | $88.8K | 0.00% | +50,236+431.2% | Added |
| Belpointe Asset Management LLC | 11,061 | $88.7K | 0.01% | +11,061 | New |
| Dakota Wealth Management | 10,884 | $87.3K | 0.01% | +228+2.1% | Added |
| Commonwealth Equity Services, LLC | 10,651 | $85.0K | 0.00% | −5,019−32.0% | Reduced |
| United Capital Financial Advisers, LLC | 10,530 | $84.5K | 0.00% | +10,530 | New |
| Hancock Whitney Corp | 10,112 | $81.0K | 0.00% | −1,945−16.1% | Reduced |
| CAPROCK Group, Inc. | 10,027 | $80.4K | 0.01% | +10,027 | New |