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 |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 86 | $0 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $8 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 5 | $42 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $176 | 0.00% | +22 | New |
| Tucker Asset Management LLC | 56 | $448 | 0.00% | +56 | New |
| Bell Investment Advisors, Inc | 63 | $504 | 0.00% | −232−78.6% | Reduced |
| Grove Bank & Trust | 100 | $800 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 101 | $842 | 0.00% | +101 | New |
| Financial Synergies Wealth Advisors, Inc. | 183 | $1.46K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 200 | $1.60K | 0.00% | −193−49.1% | Reduced |
| Concord Wealth Partners | 206 | $1.65K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 230 | $1.84K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 200 | $2.00K | 0.00% | −273−57.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 262 | $2.10K | 0.00% | +262 | New |
| Baystate Wealth Management LLC | 269 | $2.16K | 0.00% | +233+647.2% | Added |
| Carolinas Wealth Consulting LLC | 282 | $2.26K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 332 | $2.66K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 374 | $2.99K | 0.00% | +374 | New |
| Northwestern Mutual Wealth Management Co | 395 | $3.16K | 0.00% | +268+211.0% | Added |
| Schubert & Co | 438 | $3.50K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 498 | $3.98K | 0.00% | +115+30.0% | Added |
| Financial Connections Group, Inc. | 551 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 512 | $4.10K | 0.00% | +512 | New |
| Spire Wealth Management | 526 | $4.21K | 0.00% | +226+75.3% | Added |
| Washington Trust Co | 554 | $4.43K | 0.00% | −321−36.7% | Reduced |
| KB Financial Partners, LLC | 601 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 701 | $5.61K | 0.00% | −23,111−97.1% | Reduced |
| FinTrust Capital Advisors, LLC | 740 | $5.93K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 898 | $7.18K | 0.00% | +148+19.7% | Added |
| PEAK6 Investments LLC | 967 | $7.74K | 0.00% | +967 | New |
| Toronto Dominion Bank | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,277 | $10.0K | 0.00% | +146+12.9% | Added |
| Bessemer Group Inc | 1,222 | $10.0K | 0.00% | +1,222 | New |
| Milestone Investment Advisors LLC | 1,398 | $11.2K | 0.00% | +1,398 | New |
| Eagle Bay Advisors LLC | 1,426 | $11.4K | 0.01% | −266−15.7% | Reduced |
| Column Capital Advisors, LLC | 1,594 | $12.8K | 0.00% | −884−35.7% | Reduced |
| Global Retirement Partners, LLC | 1,711 | $13.7K | 0.00% | +607+55.0% | Added |
| Manchester Capital Management LLC | 1,847 | $14.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,908 | $15.0K | 0.00% | −1,213−38.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,880 | $15.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,955 | $15.6K | 0.00% | +806+70.1% | Added |
| Syverson Strege & Co | 2,001 | $16.0K | 0.01% | +2,001 | New |
| JFS Wealth Advisors, LLC | 2,274 | $18.2K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,378 | $19.0K | 0.00% | +2,378 | New |
| First Horizon Advisors, Inc. | 2,432 | $19.5K | 0.00% | +1,211+99.2% | Added |
| Perritt Capital Management Inc | 2,500 | $20.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,694 | $21.6K | 0.00% | +1,420+111.5% | Added |
| Umb Bank N A | 3,205 | $25.6K | 0.00% | +2,469+335.5% | Added |
| TD Private Client Wealth LLC | 3,482 | $27.9K | 0.00% | −4,802−58.0% | Reduced |
| Farmers & Merchants Investments Inc | 3,558 | $28.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,728 | $29.8K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,869 | $31.0K | 0.00% | +3,869 | New |
| Fortis Capital Advisors, LLC | 4,354 | $34.8K | 0.02% | −229−5.0% | Reduced |
| AXA S.A. | 4,785 | $38.3K | 0.00% | −106−2.2% | Reduced |
| Glassman Wealth Services | 5,036 | $40.3K | 0.01% | +1,399+38.5% | Added |
| Hexagon Capital Partners LLC | 5,538 | $44.3K | 0.01% | −212−3.7% | Reduced |
| Assetmark, Inc | 5,794 | $46.4K | 0.00% | −3,287−36.2% | Reduced |
| IFP Advisors, Inc | 5,593 | $46.9K | 0.00% | −5,235−48.3% | Reduced |
| Simplex Trading, LLC | 5,924 | $47.0K | 0.00% | +5,924 | New |
| Paradigm Asset Management Co LLC | 6,300 | $50.4K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6,530 | $52.2K | 0.02% | −1,171−15.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,751 | $78.0K | 0.00% | −121−1.2% | Reduced |
| Belpointe Asset Management LLC | 9,840 | $78.7K | 0.00% | −1,221−11.0% | Reduced |
| Snowden Capital Advisors LLC | 10,173 | $81.4K | 0.00% | −1,971−16.2% | Reduced |
| Ieq Capital, LLC | 10,193 | $81.5K | 0.00% | −3,405−25.0% | Reduced |
| Commonwealth Equity Services, LLC | 10,270 | $82.0K | 0.00% | −381−3.6% | Reduced |
| Neuberger Berman Group LLC | 10,576 | $84.6K | 0.00% | +10,576 | New |
| Pathstone Family Office, LLC | 10,750 | $86.0K | 0.00% | −51,136−82.6% | Reduced |
| CWM Advisors, LLC | 11,168 | $89.3K | 0.01% | −3,553−24.1% | Reduced |
| Ronald Blue Trust, Inc. | 11,313 | $91.0K | 0.00% | −5,117−31.1% | Reduced |
| Engineers Gate Manager LP | 11,467 | $91.7K | 0.00% | −413−3.5% | Reduced |
| Avantax Advisory Services, Inc. | 11,605 | $92.8K | 0.00% | +11,605 | New |
| CWM, LLC | 11,633 | $93.0K | 0.00% | −281−2.4% | Reduced |
| Centiva Capital, LP | 11,659 | $93.3K | 0.01% | +11,659 | New |
| Beacon Pointe Advisors, LLC | 11,879 | $95.0K | 0.00% | +11,879 | New |
| Balyasny Asset Management LLC | 12,197 | $97.6K | 0.00% | −3,254−21.1% | Reduced |
| Icon Wealth Partners, LLC | 12,463 | $99.7K | 0.01% | +12,463 | New |
| Pitcairn Co | 12,702 | $101.6K | 0.01% | +12,702 | New |
| Citigroup Inc | 12,715 | $101.7K | 0.00% | +1,150+9.9% | Added |
| Twin Focus Capital Partners, LLC | 12,815 | $102.5K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 12,850 | $102.8K | 0.00% | +235+1.9% | Added |
| Keybank National Association | 13,169 | $105.4K | 0.00% | −2,391−15.4% | Reduced |
| Huntington National Bank | 13,185 | $105.5K | 0.00% | −6,155−31.8% | Reduced |
| Lindbrook Capital, LLC | 13,558 | $108.5K | 0.01% | −1,806−11.8% | Reduced |
| Drive Wealth Management, LLC | 13,571 | $108.6K | 0.05% | −429−3.1% | Reduced |
| Prudential Financial Inc | 13,574 | $108.6K | 0.00% | +2,152+18.8% | Added |
| Harbor Investment Advisory, LLC | 13,650 | $109.2K | 0.02% | −8,090−37.2% | Reduced |
| Keel Point, LLC | 14,240 | $113.9K | 0.02% | +148+1.1% | Added |
| Vestmark Advisory Solutions, Inc. | 15,466 | $123.7K | 0.01% | −8,957−36.7% | Reduced |
| Clarius Group, LLC | 16,577 | $132.6K | 0.01% | +2,512+17.9% | Added |
| Old Mission Capital LLC | 16,866 | $134.9K | 0.00% | −279,682−94.3% | Reduced |
| Valeo Financial Advisors, LLC | 17,003 | $136.0K | 0.01% | +4,899+40.5% | Added |
| Rehmann Capital Advisory Group | 17,430 | $139.4K | 0.01% | −595−3.3% | Reduced |
| Cetera Advisor Networks LLC | 17,549 | $140.4K | 0.00% | −2,978−14.5% | Reduced |
| Cetera Advisors LLC | 17,955 | $143.6K | 0.00% | +17,955 | New |
| West Family Investments, Inc. | 18,145 | $145.2K | 0.06% | −2,675−12.8% | Reduced |
| Rockefeller Capital Management L.P. | 18,326 | $146.0K | 0.00% | +806+4.6% | Added |
| New Republic Capital, LLC | 18,351 | $146.0K | 0.11% | +1,352+8.0% | Added |
| Ballentine Partners, LLC | 18,467 | $147.7K | 0.00% | +30.0% | Added |
| Glenmede Trust Co NA | 18,601 | $148.8K | 0.00% | +3,502+23.2% | Added |