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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.

Institutional holdersQ1 2023: 265 institutions
Q1 2021: 229 institutionsQ2 2021: 225 institutionsQ3 2021: 236 institutionsQ4 2021: 241 institutionsQ1 2022: 248 institutionsQ2 2022: 244 institutionsQ3 2022: 243 institutionsQ4 2022: 259 institutionsQ1 2023: 265 institutionsQ2 2023: 265 institutionsQ3 2023: 272 institutionsQ4 2023: 308 institutionsQ1 2024: 309 institutionsQ2 2024: 324 institutionsQ3 2024: 333 institutionsQ4 2024: 348 institutionsQ1 2025: 358 institutionsQ2 2025: 371 institutionsQ3 2025: 396 institutionsQ4 2025: 424 institutionsQ1 2026: 446 institutionsQ2 2026: 463 institutions
Value heldQ1 2023: $873.4M
Q1 2021: $907.8MQ2 2021: $861.9MQ3 2021: $872.4MQ4 2021: $831.3MQ1 2022: $765.4MQ2 2022: $708.5MQ3 2022: $623.2MQ4 2022: $908.4MQ1 2023: $873.4MQ2 2023: $936.6MQ3 2023: $984.8MQ4 2023: $910.8MQ1 2024: $1.11BQ2 2024: $1.28BQ3 2024: $1.16BQ4 2024: $1.49BQ1 2025: $1.81BQ2 2025: $1.80BQ3 2025: $1.89BQ4 2025: $2.24BQ1 2026: $2.45BQ2 2026: $3.16B
Institutions holding SMFG and their total value by quarter
QuarterHoldersValue
Q2 2026463$3.16B
Q1 2026446$2.45B
Q4 2025424$2.24B
Q3 2025396$1.89B
Q2 2025371$1.80B
Q1 2025358$1.81B
Q4 2024348$1.49B
Q3 2024333$1.16B
Q2 2024324$1.28B
Q1 2024309$1.11B
Q4 2023308$910.8M
Q3 2023272$984.8M
Q2 2023265$936.6M
Q1 2023265$873.4M
Q4 2022259$908.4M
Q3 2022243$623.2M
Q2 2022244$708.5M
Q1 2022248$765.4M
Q4 2021241$831.3M
Q3 2021236$872.4M
Q2 2021225$861.9M
Q1 2021229$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.

Institutions holding SMFG in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Fisher Asset Management, LLC19,231$153.8K0.00%−4,363−18.5%Reduced
Werba Rubin Papier Wealth Management19,489$155.9K0.06%−1,011−4.9%Reduced
Prudent Man Advisors, LLC19,561$156.0K0.06%00.0%Unchanged
Stephens Inc19,562$156.5K0.00%−3,242−14.2%Reduced
Credential Qtrade Securities Inc.19,798$158.4K0.01%−11,462−36.7%Reduced
Kestra Advisory Services, LLC20,375$163.0K0.00%−19,292−48.6%Reduced
FDx Advisors, Inc.21,015$169.0K0.01%00.0%Unchanged
AlphaQ Advisors LLC22,207$177.7K0.15%−1,020−4.4%Reduced
Ewa, LLC21,778$182.7K0.14%+21,778New
State Street Corp22,917$183.3K0.00%+4,803+26.5%Added
Pzena Investment Management LLC23,654$189.2K0.00%−3,500−12.9%Reduced
Davenport & Co LLC24,144$193.2K0.00%−2,110−8.0%Reduced
Five Oceans Advisors24,426$195.4K0.13%00.0%Unchanged
HSBC Holdings PLC24,800$198.4K0.00%+24,800New
Private Advisor Group, LLC25,085$200.7K0.00%+2,156+9.4%Added
Raymond James Financial Services Advisors, Inc.25,927$207.4K0.00%+2,263+9.6%Added
CAPROCK Group, Inc.26,395$211.2K0.02%+16,368+163.2%Added
Principal Street Partners, LLC27,397$219.2K0.06%+367+1.4%Added
LMR Partners LLP27,515$219.6K0.00%+27,515New
Cetera Investment Advisers28,840$230.7K0.00%−5,445−15.9%Reduced
Boston Partners29,062$232.5K0.00%+29,062New
PDS Planning, Inc29,588$236.7K0.03%+18,082+157.2%Added
Atlas Capital Advisors LLC29,972$239.8K0.04%00.0%Unchanged
Mather Group, LLC.30,221$241.8K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC30,997$248.0K0.04%−8,792−22.1%Reduced
Vident Investment Advisory, LLC31,215$249.7K0.01%+12,365+65.6%Added
Gallacher Capital Management LLC31,397$251.2K0.15%+737+2.4%Added
Channing Global Advisors, LLC31,445$251.6K0.28%+20,025+175.4%Added
Boston Private Wealth LLC31,740$253.9K0.00%+594+1.9%Added
Zions Bancorporation, N.A.34,602$276.8K0.02%−11,426−24.8%Reduced
Sage Rhino Capital LLC35,084$280.7K0.08%+889+2.6%Added
Cubist Systematic Strategies, LLC35,482$283.9K0.00%+35,482New
Inspire Advisors, LLC35,863$286.9K0.07%−5,068−12.4%Reduced
Checchi Capital Advisers, LLC36,386$291.1K0.03%−123−0.3%Reduced
Captrust Financial Advisors36,666$293.3K0.00%+2,654+7.8%Added
HighTower Advisors, LLC36,500$295.0K0.00%−980−2.6%Reduced
MML Investors Services, LLC37,688$302.0K0.00%−9,077−19.4%Reduced
RNC Capital Management LLC39,650$317.0K0.02%+650+1.7%Added
Parallel Advisors, LLC40,718$325.7K0.01%−887−2.1%Reduced
Charles Schwab Investment Management Inc41,273$330.2K0.00%+17,222+71.6%Added
Park Avenue Securities LLC41,648$333.0K0.01%+194+0.5%Added
Chevy Chase Trust Holdings, Inc.44,676$357.4K0.00%+8,625+23.9%Added
BNP Paribas Arbitrage, SA46,154$369.2K0.00%+46,154New
Vanguard Capital Wealth Advisors46,180$369.4K0.37%−37,520−44.8%Reduced
Quadrant Capital Group LLC47,665$381.3K0.04%+3,995+9.1%Added
Pinnacle Wealth Planning Services, Inc.48,588$388.7K0.06%−1,699−3.4%Reduced
Janney Montgomery Scott LLC50,004$400.0K0.00%−40,910−45.0%Reduced
Beverly Hills Private Wealth, LLC50,557$404.5K0.13%+28,596+130.2%Added
Evergreen Capital Management LLC51,308$410.5K0.02%+5,140+11.1%Added
XTX Topco Ltd52,698$421.6K0.09%+52,698New
Lake Street Advisors Group, LLC52,840$423.0K0.03%+2,575+5.1%Added
Ritholtz Wealth Management53,054$424.4K0.02%+4,537+9.4%Added
Russell Investments Group, Ltd.53,756$430.0K0.00%−229,901−81.0%Reduced
Y-Intercept (Hong Kong) Ltd54,766$438.1K0.05%+1,858+3.5%Added
Covenant Partners, LLC55,785$446.3K0.17%−3,916−6.6%Reduced
Pacer Advisors, Inc.56,138$449.1K0.00%+4,114+7.9%Added
Gradient Investments LLC56,456$451.6K0.01%−13,431−19.2%Reduced
Sequoia Financial Advisors, LLC57,778$462.2K0.01%−3,053−5.0%Reduced
Mission Wealth Management, LP69,006$552.0K0.02%−2,085−2.9%Reduced
Investors Research Corp70,529$564.2K0.15%00.0%Unchanged
Schechter Investment Advisors, LLC71,340$570.7K0.05%−19,130−21.1%Reduced
Morningstar Investment Services LLC72,643$575.0K0.01%+3,705+5.4%Added
Mount Yale Investment Advisors, LLC72,030$576.2K0.06%−17,418−19.5%Reduced
Vise Technologies, Inc.72,638$581.1K0.15%+3,880+5.6%Added
Dorsey & Whitney Trust CO LLC73,297$586.4K0.05%+7,701+11.7%Added
Independent Advisor Alliance74,624$597.0K0.03%+74,624New
Naviter Wealth, LLC77,144$617.2K0.22%+8,723+12.7%Added
Verdence Capital Advisors LLC79,254$634.0K0.08%−34,462−30.3%Reduced
JustInvest LLC80,481$643.9K0.02%+6,106+8.2%Added
Advisors Asset Management, Inc.82,232$657.9K0.01%−3,022−3.5%Reduced
Guggenheim Capital LLC85,614$684.9K0.01%−1,763−2.0%Reduced
Boothbay Fund Management, LLC93,379$747.0K0.02%−109,000−53.9%Reduced
Schroder Investment Management Group94,784$758.3K0.00%+16,549+21.2%Added
Westwood Holdings Group Inc.95,271$762.0K0.01%+90+0.1%Added
CI Private Wealth, LLC97,826$782.6K0.00%+43,730+80.8%Added
U.S. Capital Wealth Advisors, LLC97,849$782.8K0.04%−98,285−50.1%Reduced
First Republic Investment Management, Inc.101,847$814.8K0.00%+21,401+26.6%Added
Eagle Asset Management Inc103,888$831.0K0.00%+13,234+14.6%Added
Susquehanna International Group Ltd.109,268$874.1K0.50%+109,268New
Johnson Investment Counsel Inc112,600$900.8K0.01%+21,700+23.9%Added
Yousif Capital Management, LLC115,331$922.6K0.01%+470+0.4%Added
Advisor Group Holdings, Inc.116,928$935.5K0.00%+5,185+4.6%Added
M&T Bank Corp117,433$939.8K0.00%−46,303−28.3%Reduced
Two Sigma Investments, LP118,100$944.8K0.00%+118,100New
Quantinno Capital Management LP121,627$973.0K0.06%+36,342+42.6%Added
Orbis Allan Gray Ltd125,203$1.00M0.01%−425,929−77.3%Reduced
Susquehanna International Group, LLP125,732$1.01M0.00%+87,033+224.9%Added
Ergoteles LLC131,188$1.05M0.04%+131,188New
Mercer Global Advisors Inc137,606$1.10M0.01%−24,669−15.2%Reduced
Sanders Capital, LLC137,963$1.10M0.00%−100−0.1%Reduced
Oppenheimer Asset Management Inc.147,715$1.18M0.02%−6,680−4.3%Reduced
Banco Santander, S.A.154,280$1.23M0.02%+154,280New
Georgetown University155,235$1.24M0.43%+155,235New
Wetherby Asset Management Inc157,763$1.26M0.07%−11,036−6.5%Reduced
Creative Planning158,171$1.27M0.00%+31,136+24.5%Added
Forum Financial Management, LP163,362$1.31M0.04%+310.0%Added
Signaturefd, LLC165,472$1.32M0.04%+6,558+4.1%Added
Legacy Wealth Asset Management, LLC165,729$1.33M0.48%−16,178−8.9%Reduced
HRT Financial LP172,081$1.38M0.02%+136,705+386.4%Added
BTC Capital Management, Inc.194,105$1.53M0.18%−17,054−8.1%Reduced