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, Q1 2023
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Mar 31, 2023. 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
- 265
- +10 vs. Q4 2022
- Shares held
- 109.8M
- −3.37M (−3.0%) vs. Q4 2022
- Total value
- $873.4M
- −$33.8M (−3.7%) vs. Q4 2022
- New holders
- 39
- 97 more added
- Sold out
- 29
- 101 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,947,024 | $95.6M | 0.01% | −1,441,497−10.8% | Reduced |
| Goldman Sachs Group Inc | 11,289,837 | $90.3M | 0.02% | +1,387,731+14.0% | Added |
| FMR LLC | 6,355,224 | $50.8M | 0.00% | +774,378+13.9% | Added |
| BlackRock Inc. | 5,887,817 | $47.1M | 0.00% | +28,407+0.5% | Added |
| Cowen Investment Management LLC | 5,643,875 | $45.2M | 11.81% | −1,000,000−15.1% | Reduced |
| Lazard Asset Management LLC | 5,182,233 | $41.5M | 0.05% | −3,031,650−36.9% | Reduced |
| Wells Fargo & Company | 5,126,203 | $41.0M | 0.01% | −334,750−6.1% | Reduced |
| Northern Trust Corp | 3,872,346 | $31.0M | 0.01% | +55,596+1.5% | Added |
| Marshall Wace, LLP | 3,603,781 | $28.8M | 0.07% | +2,309,306+178.4% | Added |
| Invesco Ltd. | 3,147,117 | $25.2M | 0.01% | −1,435,344−31.3% | Reduced |
| Bank of America Corp | 2,998,785 | $24.0M | 0.00% | −185,414−5.8% | Reduced |
| Cowen and Company, LLC | 2,800,730 | $22.4M | 2.64% | −570,000−16.9% | Reduced |
| Samlyn Capital, LLC | 2,517,702 | $20.1M | 0.37% | +1,818,673+260.2% | Added |
| Renaissance Technologies LLC | 2,369,170 | $19.0M | 0.03% | −314,100−11.7% | Reduced |
| Dimensional Fund Advisors LP | 2,305,078 | $18.4M | 0.01% | +6,242+0.3% | Added |
| Envestnet Asset Management Inc | 2,177,057 | $13.5M | 0.01% | +302,550+16.1% | Added |
| Causeway Capital Management LLC | 1,667,593 | $13.3M | 0.32% | +43,857+2.7% | Added |
| Royal Bank of Canada | 1,603,760 | $12.8M | 0.00% | −149,516−8.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,155,821 | $9.25M | 0.01% | −82,442−6.7% | Reduced |
| Federated Hermes, Inc. | 1,022,962 | $8.18M | 0.02% | +982,404+2,422.2% | Added |
| CIBC World Markets Inc. | 988,186 | $7.91M | 0.03% | +136,383+16.0% | Added |
| American Century Companies Inc | 930,188 | $7.44M | 0.01% | +119,575+14.8% | Added |
| Jane Street Group, LLC | 876,792 | $7.01M | 0.01% | −1,753,368−66.7% | Reduced |
| JPMorgan Chase & Co | 859,885 | $6.88M | 0.00% | +327,481+61.5% | Added |
| Voloridge Investment Management, LLC | 848,838 | $6.79M | 0.03% | −143,881−14.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 846,899 | $6.78M | 0.01% | −2,226,225−72.4% | Reduced |
| UBS Group AG | 816,856 | $6.53M | 0.00% | +779,119+2,064.6% | Added |
| XY Capital Ltd | 743,782 | $5.95M | 5.03% | +620,030+501.0% | Added |
| CIBC Asset Management Inc | 735,669 | $5.89M | 0.02% | +11,059+1.5% | Added |
| Natixis Advisors, L.P. | 701,683 | $5.61M | 0.02% | −10,590−1.5% | Reduced |
| Franklin Resources Inc | 611,138 | $4.89M | 0.00% | −296,706−32.7% | Reduced |
| Anderson Hoagland & Co | 513,243 | $4.11M | 0.59% | +6,830+1.3% | Added |
| Bleakley Financial Group, LLC | 490,859 | $3.93M | 0.13% | +171,297+53.6% | Added |
| Sawtooth Solutions, LLC | 490,859 | $3.93M | 0.10% | +459,457+1,463.1% | Added |
| Capricorn Fund Managers Ltd | 483,405 | $3.87M | 1.18% | +483,405 | New |
| Crossmark Global Holdings, Inc. | 447,229 | $3.58M | 0.08% | +5,473+1.2% | Added |
| Gilman Hill Asset Management, LLC | 437,044 | $3.50M | 0.71% | +25,335+6.2% | Added |
| Stifel Financial Corp | 404,067 | $3.23M | 0.00% | +18,855+4.9% | Added |
| Truist Financial Corp | 394,379 | $3.16M | 0.01% | −102,693−20.7% | Reduced |
| Bank of Montreal | 387,764 | $3.10M | 0.00% | −22,274−5.4% | Reduced |
| Bank of New York Mellon Corp | 378,728 | $3.03M | 0.00% | −16,841−4.3% | Reduced |
| Qube Research & Technologies Ltd | 341,674 | $2.73M | 0.02% | +341,674 | New |
| SEI Investments Co | 335,212 | $2.68M | 0.00% | −987−0.3% | Reduced |
| Greenleaf Trust | 294,889 | $2.36M | 0.03% | +500+0.2% | Added |
| Brinker Capital Investments, LLC | 292,747 | $2.34M | 0.03% | −95,504−24.6% | Reduced |
| Orion Portfolio Solutions, LLC | 292,747 | $2.34M | 0.03% | +292,747 | New |
| US Bancorp | 292,141 | $2.34M | 0.00% | +15,153+5.5% | Added |
| Te Ahumairangi Investment Management Ltd | 284,777 | $2.28M | 0.33% | −25,000−8.1% | Reduced |
| Ninety One UK Ltd | 282,180 | $2.26M | 0.01% | +282,180 | New |
| Veriti Management LLC | 280,929 | $2.25M | 0.27% | +8,324+3.1% | Added |
| Thomas White International Ltd | 276,474 | $2.21M | 0.47% | +11,249+4.2% | Added |
| Raymond James & Associates | 263,843 | $2.11M | 0.00% | −78,418−22.9% | Reduced |
| Millennium Management LLC | 336,612 | $1.93M | 0.00% | +321,864+2,182.4% | Added |
| Integrated Wealth Concepts LLC | 239,582 | $1.92M | 0.04% | +239,582 | New |
| Ethic Inc. | 238,316 | $1.91M | 0.08% | +77,567+48.3% | Added |
| Mariner, LLC | 238,576 | $1.91M | 0.01% | +14,438+6.4% | Added |
| Cerity Partners LLC | 235,872 | $1.89M | 0.01% | +19,879+9.2% | Added |
| O'Shaughnessy Asset Management, LLC | 231,863 | $1.85M | 0.03% | +38,804+20.1% | Added |
| Advisor Partners II, LLC | 220,954 | $1.77M | 0.10% | +18,835+9.3% | Added |
| LPL Financial LLC | 215,223 | $1.72M | 0.00% | −58,621−21.4% | Reduced |
| Squarepoint Ops LLC | 214,924 | $1.72M | 0.01% | +214,924 | New |
| Regions Financial Corp | 208,698 | $1.67M | 0.01% | −61,780−22.8% | Reduced |
| HAP Trading, LLC | 204,405 | $1.64M | 0.40% | −53,246−20.7% | Reduced |
| The PNC Financial Services Group, Inc. | 199,296 | $1.59M | 0.00% | −8,177−3.9% | Reduced |
| Ameriprise Financial Inc | 199,211 | $1.59M | 0.00% | +2,448+1.2% | Added |
| BTC Capital Management, Inc. | 194,105 | $1.53M | 0.18% | −17,054−8.1% | Reduced |
| HRT Financial LP | 172,081 | $1.38M | 0.02% | +136,705+386.4% | Added |
| Legacy Wealth Asset Management, LLC | 165,729 | $1.33M | 0.48% | −16,178−8.9% | Reduced |
| Signaturefd, LLC | 165,472 | $1.32M | 0.04% | +6,558+4.1% | Added |
| Forum Financial Management, LP | 163,362 | $1.31M | 0.04% | +310.0% | Added |
| Creative Planning | 158,171 | $1.27M | 0.00% | +31,136+24.5% | Added |
| Wetherby Asset Management Inc | 157,763 | $1.26M | 0.07% | −11,036−6.5% | Reduced |
| Georgetown University | 155,235 | $1.24M | 0.43% | +155,235 | New |
| Banco Santander, S.A. | 154,280 | $1.23M | 0.02% | +154,280 | New |
| Oppenheimer Asset Management Inc. | 147,715 | $1.18M | 0.02% | −6,680−4.3% | Reduced |
| Sanders Capital, LLC | 137,963 | $1.10M | 0.00% | −100−0.1% | Reduced |
| Mercer Global Advisors Inc | 137,606 | $1.10M | 0.01% | −24,669−15.2% | Reduced |
| Ergoteles LLC | 131,188 | $1.05M | 0.04% | +131,188 | New |
| Susquehanna International Group, LLP | 125,732 | $1.01M | 0.00% | +87,033+224.9% | Added |
| Orbis Allan Gray Ltd | 125,203 | $1.00M | 0.01% | −425,929−77.3% | Reduced |
| Quantinno Capital Management LP | 121,627 | $973.0K | 0.06% | +36,342+42.6% | Added |
| Two Sigma Investments, LP | 118,100 | $944.8K | 0.00% | +118,100 | New |
| M&T Bank Corp | 117,433 | $939.8K | 0.00% | −46,303−28.3% | Reduced |
| Advisor Group Holdings, Inc. | 116,928 | $935.5K | 0.00% | +5,185+4.6% | Added |
| Yousif Capital Management, LLC | 115,331 | $922.6K | 0.01% | +470+0.4% | Added |
| Johnson Investment Counsel Inc | 112,600 | $900.8K | 0.01% | +21,700+23.9% | Added |
| Susquehanna International Group Ltd. | 109,268 | $874.1K | 0.50% | +109,268 | New |
| Eagle Asset Management Inc | 103,888 | $831.0K | 0.00% | +13,234+14.6% | Added |
| First Republic Investment Management, Inc. | 101,847 | $814.8K | 0.00% | +21,401+26.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 97,849 | $782.8K | 0.04% | −98,285−50.1% | Reduced |
| CI Private Wealth, LLC | 97,826 | $782.6K | 0.00% | +43,730+80.8% | Added |
| Westwood Holdings Group Inc. | 95,271 | $762.0K | 0.01% | +90+0.1% | Added |
| Schroder Investment Management Group | 94,784 | $758.3K | 0.00% | +16,549+21.2% | Added |
| Boothbay Fund Management, LLC | 93,379 | $747.0K | 0.02% | −109,000−53.9% | Reduced |
| Guggenheim Capital LLC | 85,614 | $684.9K | 0.01% | −1,763−2.0% | Reduced |
| Advisors Asset Management, Inc. | 82,232 | $657.9K | 0.01% | −3,022−3.5% | Reduced |
| JustInvest LLC | 80,481 | $643.9K | 0.02% | +6,106+8.2% | Added |
| Verdence Capital Advisors LLC | 79,254 | $634.0K | 0.08% | −34,462−30.3% | Reduced |
| Naviter Wealth, LLC | 77,144 | $617.2K | 0.22% | +8,723+12.7% | Added |
| Independent Advisor Alliance | 74,624 | $597.0K | 0.03% | +74,624 | New |