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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 199,211 | $1.59M | 0.00% | +2,448+1.2% | Added |
| The PNC Financial Services Group, Inc. | 199,296 | $1.59M | 0.00% | −8,177−3.9% | Reduced |
| HAP Trading, LLC | 204,405 | $1.64M | 0.40% | −53,246−20.7% | Reduced |
| Regions Financial Corp | 208,698 | $1.67M | 0.01% | −61,780−22.8% | Reduced |
| Squarepoint Ops LLC | 214,924 | $1.72M | 0.01% | +214,924 | New |
| LPL Financial LLC | 215,223 | $1.72M | 0.00% | −58,621−21.4% | Reduced |
| Advisor Partners II, LLC | 220,954 | $1.77M | 0.10% | +18,835+9.3% | Added |
| O'Shaughnessy Asset Management, LLC | 231,863 | $1.85M | 0.03% | +38,804+20.1% | Added |
| Cerity Partners LLC | 235,872 | $1.89M | 0.01% | +19,879+9.2% | Added |
| Mariner, LLC | 238,576 | $1.91M | 0.01% | +14,438+6.4% | Added |
| Ethic Inc. | 238,316 | $1.91M | 0.08% | +77,567+48.3% | Added |
| Integrated Wealth Concepts LLC | 239,582 | $1.92M | 0.04% | +239,582 | New |
| Millennium Management LLC | 336,612 | $1.93M | 0.00% | +321,864+2,182.4% | Added |
| Raymond James & Associates | 263,843 | $2.11M | 0.00% | −78,418−22.9% | Reduced |
| Thomas White International Ltd | 276,474 | $2.21M | 0.47% | +11,249+4.2% | Added |
| Veriti Management LLC | 280,929 | $2.25M | 0.27% | +8,324+3.1% | Added |
| Ninety One UK Ltd | 282,180 | $2.26M | 0.01% | +282,180 | New |
| Te Ahumairangi Investment Management Ltd | 284,777 | $2.28M | 0.33% | −25,000−8.1% | Reduced |
| US Bancorp | 292,141 | $2.34M | 0.00% | +15,153+5.5% | 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 |
| Greenleaf Trust | 294,889 | $2.36M | 0.03% | +500+0.2% | Added |
| SEI Investments Co | 335,212 | $2.68M | 0.00% | −987−0.3% | Reduced |
| Qube Research & Technologies Ltd | 341,674 | $2.73M | 0.02% | +341,674 | New |
| Bank of New York Mellon Corp | 378,728 | $3.03M | 0.00% | −16,841−4.3% | Reduced |
| Bank of Montreal | 387,764 | $3.10M | 0.00% | −22,274−5.4% | Reduced |
| Truist Financial Corp | 394,379 | $3.16M | 0.01% | −102,693−20.7% | Reduced |
| Stifel Financial Corp | 404,067 | $3.23M | 0.00% | +18,855+4.9% | Added |
| Gilman Hill Asset Management, LLC | 437,044 | $3.50M | 0.71% | +25,335+6.2% | Added |
| Crossmark Global Holdings, Inc. | 447,229 | $3.58M | 0.08% | +5,473+1.2% | Added |
| Capricorn Fund Managers Ltd | 483,405 | $3.87M | 1.18% | +483,405 | New |
| 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 |
| Anderson Hoagland & Co | 513,243 | $4.11M | 0.59% | +6,830+1.3% | Added |
| Franklin Resources Inc | 611,138 | $4.89M | 0.00% | −296,706−32.7% | Reduced |
| Natixis Advisors, L.P. | 701,683 | $5.61M | 0.02% | −10,590−1.5% | Reduced |
| CIBC Asset Management Inc | 735,669 | $5.89M | 0.02% | +11,059+1.5% | Added |
| XY Capital Ltd | 743,782 | $5.95M | 5.03% | +620,030+501.0% | Added |
| UBS Group AG | 816,856 | $6.53M | 0.00% | +779,119+2,064.6% | Added |
| Arrowstreet Capital, Limited Partnership | 846,899 | $6.78M | 0.01% | −2,226,225−72.4% | Reduced |
| Voloridge Investment Management, LLC | 848,838 | $6.79M | 0.03% | −143,881−14.5% | Reduced |
| JPMorgan Chase & Co | 859,885 | $6.88M | 0.00% | +327,481+61.5% | Added |
| Jane Street Group, LLC | 876,792 | $7.01M | 0.01% | −1,753,368−66.7% | Reduced |
| American Century Companies Inc | 930,188 | $7.44M | 0.01% | +119,575+14.8% | Added |
| CIBC World Markets Inc. | 988,186 | $7.91M | 0.03% | +136,383+16.0% | Added |
| Federated Hermes, Inc. | 1,022,962 | $8.18M | 0.02% | +982,404+2,422.2% | Added |
| D. E. Shaw & Co., Inc. | 1,155,821 | $9.25M | 0.01% | −82,442−6.7% | Reduced |
| Royal Bank of Canada | 1,603,760 | $12.8M | 0.00% | −149,516−8.5% | Reduced |
| Causeway Capital Management LLC | 1,667,593 | $13.3M | 0.32% | +43,857+2.7% | Added |
| Envestnet Asset Management Inc | 2,177,057 | $13.5M | 0.01% | +302,550+16.1% | Added |
| Dimensional Fund Advisors LP | 2,305,078 | $18.4M | 0.01% | +6,242+0.3% | Added |
| Renaissance Technologies LLC | 2,369,170 | $19.0M | 0.03% | −314,100−11.7% | Reduced |
| Samlyn Capital, LLC | 2,517,702 | $20.1M | 0.37% | +1,818,673+260.2% | Added |
| Cowen and Company, LLC | 2,800,730 | $22.4M | 2.64% | −570,000−16.9% | Reduced |
| Bank of America Corp | 2,998,785 | $24.0M | 0.00% | −185,414−5.8% | Reduced |
| Invesco Ltd. | 3,147,117 | $25.2M | 0.01% | −1,435,344−31.3% | Reduced |
| Marshall Wace, LLP | 3,603,781 | $28.8M | 0.07% | +2,309,306+178.4% | Added |
| Northern Trust Corp | 3,872,346 | $31.0M | 0.01% | +55,596+1.5% | Added |
| Wells Fargo & Company | 5,126,203 | $41.0M | 0.01% | −334,750−6.1% | Reduced |
| Lazard Asset Management LLC | 5,182,233 | $41.5M | 0.05% | −3,031,650−36.9% | Reduced |
| Cowen Investment Management LLC | 5,643,875 | $45.2M | 11.81% | −1,000,000−15.1% | Reduced |
| BlackRock Inc. | 5,887,817 | $47.1M | 0.00% | +28,407+0.5% | Added |
| FMR LLC | 6,355,224 | $50.8M | 0.00% | +774,378+13.9% | Added |
| Goldman Sachs Group Inc | 11,289,837 | $90.3M | 0.02% | +1,387,731+14.0% | Added |
| Morgan Stanley | 11,947,024 | $95.6M | 0.01% | −1,441,497−10.8% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,882,877−100.0% | Sold out |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −220,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −163,200−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −125,086−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −56,720−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −42,937−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −29,402−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −19,087−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −14,811−100.0% | Sold out |
| Marks Group Wealth Management, Inc | 0 | $0 | 0.00% | −14,394−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −14,350−100.0% | Sold out |
| Lantz Financial LLC | 0 | $0 | 0.00% | −13,844−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −13,469−100.0% | Sold out |
| Keudell/Morrison Wealth Management | 0 | $0 | 0.00% | −13,440−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −11,815−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,843−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −10,884−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −10,530−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −10,112−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −2,729−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,915−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Lansing Street Advisors | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Icon Wealth Advisors, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |