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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 9,872 | $79.2K | 0.00% | −135,442−93.2% | Reduced |
| Assetmark, Inc | 9,081 | $72.8K | 0.00% | +5,090+127.5% | Added |
| TD Private Client Wealth LLC | 8,284 | $66.4K | 0.00% | +84+1.0% | Added |
| Rosenberg Matthew Hamilton | 7,701 | $61.8K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 6,300 | $50.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5,750 | $46.1K | 0.01% | −4,102−41.6% | Reduced |
| AXA S.A. | 4,891 | $39.2K | 0.00% | −620−11.3% | Reduced |
| Fortis Capital Advisors, LLC | 4,583 | $36.8K | 0.02% | +4,583 | New |
| Steward Partners Investment Advisory, LLC | 3,728 | $29.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,637 | $29.2K | 0.01% | −635−14.9% | Reduced |
| Farmers & Merchants Investments Inc | 3,558 | $28.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,121 | $25.0K | 0.00% | +970+45.1% | Added |
| Comerica Securities,inc. | 2,729 | $21.9K | 0.00% | +2,729 | New |
| Perritt Capital Management Inc | 2,500 | $20.1K | 0.01% | +2,500 | New |
| Column Capital Advisors, LLC | 2,478 | $19.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,274 | $18.2K | 0.00% | −309−12.0% | Reduced |
| GWM Advisors LLC | 1,915 | $15.4K | 0.00% | +1,915 | New |
| EverSource Wealth Advisors, LLC | 1,880 | $15.1K | 0.00% | −2,818−60.0% | Reduced |
| Manchester Capital Management LLC | 1,847 | $14.8K | 0.00% | −263−12.5% | Reduced |
| Eagle Bay Advisors LLC | 1,692 | $13.6K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,474 | $11.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,274 | $10.2K | 0.00% | −1,658−56.5% | Reduced |
| First Horizon Advisors, Inc. | 1,221 | $9.79K | 0.00% | +142+13.2% | Added |
| HHM Wealth Advisors, LLC | 1,149 | $9.21K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,131 | $9.00K | 0.00% | −222−16.4% | Reduced |
| Global Retirement Partners, LLC | 1,104 | $8.85K | 0.00% | +221+25.0% | Added |
| Toronto Dominion Bank | 1,000 | $8.00K | 0.00% | +1,000 | New |
| Whittier Trust Co of Nevada Inc | 985 | $7.90K | 0.00% | +985 | New |
| Washington Trust Co | 875 | $7.02K | 0.00% | −67−7.1% | Reduced |
| Allworth Financial LP | 750 | $6.01K | 0.00% | −580−43.6% | Reduced |
| Umb Bank N A | 736 | $6.00K | 0.00% | −4,756−86.6% | Reduced |
| FinTrust Capital Advisors, LLC | 740 | $5.93K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 601 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Schubert & Co | 438 | $3.51K | 0.00% | −396−47.5% | Reduced |
| CoreCap Advisors, LLC | 430 | $3.45K | 0.00% | +430 | New |
| Harbour Investments, Inc. | 393 | $3.15K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 383 | $3.07K | 0.00% | +383 | New |
| Money Concepts Capital Corp | 377 | $3.02K | 0.00% | +377 | New |
| Proequities, Inc. | 332 | $2.66K | 0.00% | −29−8.0% | Reduced |
| Bell Investment Advisors, Inc | 295 | $2.37K | 0.00% | +63+27.2% | Added |
| Carolinas Wealth Consulting LLC | 282 | $2.26K | 0.00% | +282 | New |
| Spire Wealth Management | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 232 | $2.00K | 0.00% | +232 | New |
| Farther Finance Advisors, LLC | 230 | $1.84K | 0.00% | +230 | New |
| Concord Wealth Partners | 206 | $1.65K | 0.00% | +206 | New |
| Motco | 203 | $1.63K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 183 | $1.47K | 0.00% | +183 | New |
| Northwestern Mutual Wealth Management Co | 127 | $1.02K | 0.00% | +127 | New |
| Tyler-Stone Wealth Management | 153 | $1.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $1.00K | 0.00% | +100 | New |
| Lansing Street Advisors | 124 | $994 | 0.00% | +124 | New |
| Horan Securities, Inc. | 64 | $513 | 0.00% | +64 | New |
| Sofos Investments, Inc. | 8 | $81 | 0.00% | +8 | New |
| JJJ Advisors Inc. | 5 | $43 | 0.00% | −180−97.3% | Reduced |
| TD Waterhouse Canada Inc. | 1 | $8 | 0.00% | +1 | New |
| Baystate Wealth Management LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 86 | $0 | 0.00% | +86 | New |
| 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 |