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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 73,297 | $586.4K | 0.05% | +7,701+11.7% | Added |
| Vise Technologies, Inc. | 72,638 | $581.1K | 0.15% | +3,880+5.6% | Added |
| Mount Yale Investment Advisors, LLC | 72,030 | $576.2K | 0.06% | −17,418−19.5% | Reduced |
| Morningstar Investment Services LLC | 72,643 | $575.0K | 0.01% | +3,705+5.4% | Added |
| Schechter Investment Advisors, LLC | 71,340 | $570.7K | 0.05% | −19,130−21.1% | Reduced |
| Investors Research Corp | 70,529 | $564.2K | 0.15% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 69,006 | $552.0K | 0.02% | −2,085−2.9% | Reduced |
| Sequoia Financial Advisors, LLC | 57,778 | $462.2K | 0.01% | −3,053−5.0% | Reduced |
| Gradient Investments LLC | 56,456 | $451.6K | 0.01% | −13,431−19.2% | Reduced |
| Pacer Advisors, Inc. | 56,138 | $449.1K | 0.00% | +4,114+7.9% | Added |
| Covenant Partners, LLC | 55,785 | $446.3K | 0.17% | −3,916−6.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 54,766 | $438.1K | 0.05% | +1,858+3.5% | Added |
| Russell Investments Group, Ltd. | 53,756 | $430.0K | 0.00% | −229,901−81.0% | Reduced |
| Ritholtz Wealth Management | 53,054 | $424.4K | 0.02% | +4,537+9.4% | Added |
| Lake Street Advisors Group, LLC | 52,840 | $423.0K | 0.03% | +2,575+5.1% | Added |
| XTX Topco Ltd | 52,698 | $421.6K | 0.09% | +52,698 | New |
| Evergreen Capital Management LLC | 51,308 | $410.5K | 0.02% | +5,140+11.1% | Added |
| Beverly Hills Private Wealth, LLC | 50,557 | $404.5K | 0.13% | +28,596+130.2% | Added |
| Janney Montgomery Scott LLC | 50,004 | $400.0K | 0.00% | −40,910−45.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 48,588 | $388.7K | 0.06% | −1,699−3.4% | Reduced |
| Quadrant Capital Group LLC | 47,665 | $381.3K | 0.04% | +3,995+9.1% | Added |
| Vanguard Capital Wealth Advisors | 46,180 | $369.4K | 0.37% | −37,520−44.8% | Reduced |
| BNP Paribas Arbitrage, SA | 46,154 | $369.2K | 0.00% | +46,154 | New |
| Chevy Chase Trust Holdings, Inc. | 44,676 | $357.4K | 0.00% | +8,625+23.9% | Added |
| Park Avenue Securities LLC | 41,648 | $333.0K | 0.01% | +194+0.5% | Added |
| Charles Schwab Investment Management Inc | 41,273 | $330.2K | 0.00% | +17,222+71.6% | Added |
| Parallel Advisors, LLC | 40,718 | $325.7K | 0.01% | −887−2.1% | Reduced |
| RNC Capital Management LLC | 39,650 | $317.0K | 0.02% | +650+1.7% | Added |
| MML Investors Services, LLC | 37,688 | $302.0K | 0.00% | −9,077−19.4% | Reduced |
| HighTower Advisors, LLC | 36,500 | $295.0K | 0.00% | −980−2.6% | Reduced |
| Captrust Financial Advisors | 36,666 | $293.3K | 0.00% | +2,654+7.8% | Added |
| Checchi Capital Advisers, LLC | 36,386 | $291.1K | 0.03% | −123−0.3% | Reduced |
| Inspire Advisors, LLC | 35,863 | $286.9K | 0.07% | −5,068−12.4% | Reduced |
| Cubist Systematic Strategies, LLC | 35,482 | $283.9K | 0.00% | +35,482 | New |
| Sage Rhino Capital LLC | 35,084 | $280.7K | 0.08% | +889+2.6% | Added |
| Zions Bancorporation, N.A. | 34,602 | $276.8K | 0.02% | −11,426−24.8% | Reduced |
| Boston Private Wealth LLC | 31,740 | $253.9K | 0.00% | +594+1.9% | Added |
| Channing Global Advisors, LLC | 31,445 | $251.6K | 0.28% | +20,025+175.4% | Added |
| Gallacher Capital Management LLC | 31,397 | $251.2K | 0.15% | +737+2.4% | Added |
| Vident Investment Advisory, LLC | 31,215 | $249.7K | 0.01% | +12,365+65.6% | Added |
| SYSTM Wealth Solutions LLC | 30,997 | $248.0K | 0.04% | −8,792−22.1% | Reduced |
| Mather Group, LLC. | 30,221 | $241.8K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 29,972 | $239.8K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 29,588 | $236.7K | 0.03% | +18,082+157.2% | Added |
| Boston Partners | 29,062 | $232.5K | 0.00% | +29,062 | New |
| Cetera Investment Advisers | 28,840 | $230.7K | 0.00% | −5,445−15.9% | Reduced |
| LMR Partners LLP | 27,515 | $219.6K | 0.00% | +27,515 | New |
| Principal Street Partners, LLC | 27,397 | $219.2K | 0.06% | +367+1.4% | Added |
| CAPROCK Group, Inc. | 26,395 | $211.2K | 0.02% | +16,368+163.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 25,927 | $207.4K | 0.00% | +2,263+9.6% | Added |
| Private Advisor Group, LLC | 25,085 | $200.7K | 0.00% | +2,156+9.4% | Added |
| HSBC Holdings PLC | 24,800 | $198.4K | 0.00% | +24,800 | New |
| Five Oceans Advisors | 24,426 | $195.4K | 0.13% | 00.0% | Unchanged |
| Davenport & Co LLC | 24,144 | $193.2K | 0.00% | −2,110−8.0% | Reduced |
| Pzena Investment Management LLC | 23,654 | $189.2K | 0.00% | −3,500−12.9% | Reduced |
| State Street Corp | 22,917 | $183.3K | 0.00% | +4,803+26.5% | Added |
| Ewa, LLC | 21,778 | $182.7K | 0.14% | +21,778 | New |
| AlphaQ Advisors LLC | 22,207 | $177.7K | 0.15% | −1,020−4.4% | Reduced |
| FDx Advisors, Inc. | 21,015 | $169.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,375 | $163.0K | 0.00% | −19,292−48.6% | Reduced |
| Credential Qtrade Securities Inc. | 19,798 | $158.4K | 0.01% | −11,462−36.7% | Reduced |
| Stephens Inc | 19,562 | $156.5K | 0.00% | −3,242−14.2% | Reduced |
| Prudent Man Advisors, LLC | 19,561 | $156.0K | 0.06% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 19,489 | $155.9K | 0.06% | −1,011−4.9% | Reduced |
| Fisher Asset Management, LLC | 19,231 | $153.8K | 0.00% | −4,363−18.5% | Reduced |
| Glenmede Trust Co NA | 18,601 | $148.8K | 0.00% | +3,502+23.2% | Added |
| Ballentine Partners, LLC | 18,467 | $147.7K | 0.00% | +30.0% | Added |
| New Republic Capital, LLC | 18,351 | $146.0K | 0.11% | +1,352+8.0% | Added |
| Rockefeller Capital Management L.P. | 18,326 | $146.0K | 0.00% | +806+4.6% | Added |
| West Family Investments, Inc. | 18,145 | $145.2K | 0.06% | −2,675−12.8% | Reduced |
| Cetera Advisors LLC | 17,955 | $143.6K | 0.00% | +17,955 | New |
| Cetera Advisor Networks LLC | 17,549 | $140.4K | 0.00% | −2,978−14.5% | Reduced |
| Rehmann Capital Advisory Group | 17,430 | $139.4K | 0.01% | −595−3.3% | Reduced |
| Valeo Financial Advisors, LLC | 17,003 | $136.0K | 0.01% | +4,899+40.5% | Added |
| Old Mission Capital LLC | 16,866 | $134.9K | 0.00% | −279,682−94.3% | Reduced |
| Clarius Group, LLC | 16,577 | $132.6K | 0.01% | +2,512+17.9% | Added |
| Vestmark Advisory Solutions, Inc. | 15,466 | $123.7K | 0.01% | −8,957−36.7% | Reduced |
| Keel Point, LLC | 14,240 | $113.9K | 0.02% | +148+1.1% | Added |
| Harbor Investment Advisory, LLC | 13,650 | $109.2K | 0.02% | −8,090−37.2% | Reduced |
| Prudential Financial Inc | 13,574 | $108.6K | 0.00% | +2,152+18.8% | Added |
| Drive Wealth Management, LLC | 13,571 | $108.6K | 0.05% | −429−3.1% | Reduced |
| Lindbrook Capital, LLC | 13,558 | $108.5K | 0.01% | −1,806−11.8% | Reduced |
| Huntington National Bank | 13,185 | $105.5K | 0.00% | −6,155−31.8% | Reduced |
| Keybank National Association | 13,169 | $105.4K | 0.00% | −2,391−15.4% | Reduced |
| Freestone Capital Holdings, LLC | 12,850 | $102.8K | 0.00% | +235+1.9% | Added |
| Twin Focus Capital Partners, LLC | 12,815 | $102.5K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 12,715 | $101.7K | 0.00% | +1,150+9.9% | Added |
| Pitcairn Co | 12,702 | $101.6K | 0.01% | +12,702 | New |
| Icon Wealth Partners, LLC | 12,463 | $99.7K | 0.01% | +12,463 | New |
| Balyasny Asset Management LLC | 12,197 | $97.6K | 0.00% | −3,254−21.1% | Reduced |
| Beacon Pointe Advisors, LLC | 11,879 | $95.0K | 0.00% | +11,879 | New |
| Centiva Capital, LP | 11,659 | $93.3K | 0.01% | +11,659 | New |
| CWM, LLC | 11,633 | $93.0K | 0.00% | −281−2.4% | Reduced |
| Avantax Advisory Services, Inc. | 11,605 | $92.8K | 0.00% | +11,605 | New |
| Engineers Gate Manager LP | 11,467 | $91.7K | 0.00% | −413−3.5% | Reduced |
| Ronald Blue Trust, Inc. | 11,313 | $91.0K | 0.00% | −5,117−31.1% | Reduced |
| CWM Advisors, LLC | 11,168 | $89.3K | 0.01% | −3,553−24.1% | Reduced |
| Pathstone Family Office, LLC | 10,750 | $86.0K | 0.00% | −51,136−82.6% | Reduced |
| Neuberger Berman Group LLC | 10,576 | $84.6K | 0.00% | +10,576 | New |
| Commonwealth Equity Services, LLC | 10,270 | $82.0K | 0.00% | −381−3.6% | Reduced |