Skip to main content

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

Q1 2023 vs. Q4 2022

How the institutions holding Sumitomo Mitsui Financial Group, Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of SMFG: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders2594265+10
Shares113.3M144.0K109.8M−3.37M (−3.0%)
Value$908.4M$1.24M$873.4M−$33.8M (−3.7%)

4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to SMFG in Q1 2023
InstitutionSharesValue% of portfolio
Capricorn Fund Managers Ltd483,405$3.87M1.18%
Qube Research & Technologies Ltd341,674$2.73M0.02%
Orion Portfolio Solutions, LLC292,747$2.34M0.03%
Ninety One UK Ltd282,180$2.26M0.01%
Integrated Wealth Concepts LLC239,582$1.92M0.04%
Squarepoint Ops LLC214,924$1.72M0.01%
Georgetown University155,235$1.24M0.43%
Banco Santander, S.A.154,280$1.23M0.02%
Ergoteles LLC131,188$1.05M0.04%
Two Sigma Investments, LP118,100$944.8K0.00%
Susquehanna International Group Ltd.109,268$874.1K0.50%
Independent Advisor Alliance74,624$597.0K0.03%
XTX Topco Ltd52,698$421.6K0.09%
BNP Paribas Arbitrage, SA46,154$369.2K0.00%
Cubist Systematic Strategies, LLC35,482$283.9K0.00%
Boston Partners29,062$232.5K0.00%
LMR Partners LLP27,515$219.6K0.00%
HSBC Holdings PLC24,800$198.4K0.00%
Ewa, LLC21,778$182.7K0.14%
Cetera Advisors LLC17,955$143.6K0.00%
Pitcairn Co12,702$101.6K0.01%
Icon Wealth Partners, LLC12,463$99.7K0.01%
Beacon Pointe Advisors, LLC11,879$95.0K0.00%
Centiva Capital, LP11,659$93.3K0.01%
Avantax Advisory Services, Inc.11,605$92.8K0.00%
Neuberger Berman Group LLC10,576$84.6K0.00%
Simplex Trading, LLC5,924$47.0K0.00%
International Assets Investment Management, LLC3,869$31.0K0.00%
Ellevest, Inc.2,378$19.0K0.00%
Syverson Strege & Co2,001$16.0K0.01%
Milestone Investment Advisors LLC1,398$11.2K0.00%
Bessemer Group Inc1,222$10.0K0.00%
PEAK6 Investments LLC967$7.74K0.00%
Cape Investment Advisory, Inc.512$4.10K0.00%
Baker Avenue Asset Management, LP374$2.99K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC262$2.10K0.00%
Ameritas Advisory Services, LLC101$8420.00%
Tucker Asset Management LLC56$4480.00%
Kayne Anderson Rudnick Investment Management LLC22$1760.00%

Sold out (29)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Not filed for Q1 2023 yet (4)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMFG in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Comerica Bank125,147$1.08M
Icon Wealth Advisors, LLC18,294$146.7K
CoreCap Advisors, LLC430$3.45K
Tyler-Stone Wealth Management153$1.00K