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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 10,193 | $81.5K | 0.00% | −3,405−25.0% | Reduced |
| Snowden Capital Advisors LLC | 10,173 | $81.4K | 0.00% | −1,971−16.2% | Reduced |
| Belpointe Asset Management LLC | 9,840 | $78.7K | 0.00% | −1,221−11.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,751 | $78.0K | 0.00% | −121−1.2% | Reduced |
| Rosenberg Matthew Hamilton | 6,530 | $52.2K | 0.02% | −1,171−15.2% | Reduced |
| Paradigm Asset Management Co LLC | 6,300 | $50.4K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,924 | $47.0K | 0.00% | +5,924 | New |
| IFP Advisors, Inc | 5,593 | $46.9K | 0.00% | −5,235−48.3% | Reduced |
| Assetmark, Inc | 5,794 | $46.4K | 0.00% | −3,287−36.2% | Reduced |
| Hexagon Capital Partners LLC | 5,538 | $44.3K | 0.01% | −212−3.7% | Reduced |
| Glassman Wealth Services | 5,036 | $40.3K | 0.01% | +1,399+38.5% | Added |
| AXA S.A. | 4,785 | $38.3K | 0.00% | −106−2.2% | Reduced |
| Fortis Capital Advisors, LLC | 4,354 | $34.8K | 0.02% | −229−5.0% | Reduced |
| International Assets Investment Management, LLC | 3,869 | $31.0K | 0.00% | +3,869 | New |
| Steward Partners Investment Advisory, LLC | 3,728 | $29.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3,558 | $28.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,482 | $27.9K | 0.00% | −4,802−58.0% | Reduced |
| Umb Bank N A | 3,205 | $25.6K | 0.00% | +2,469+335.5% | Added |
| Fifth Third Bancorp | 2,694 | $21.6K | 0.00% | +1,420+111.5% | Added |
| Perritt Capital Management Inc | 2,500 | $20.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,432 | $19.5K | 0.00% | +1,211+99.2% | Added |
| Ellevest, Inc. | 2,378 | $19.0K | 0.00% | +2,378 | New |
| JFS Wealth Advisors, LLC | 2,274 | $18.2K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 2,001 | $16.0K | 0.01% | +2,001 | New |
| HHM Wealth Advisors, LLC | 1,955 | $15.6K | 0.00% | +806+70.1% | Added |
| EverSource Wealth Advisors, LLC | 1,880 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,908 | $15.0K | 0.00% | −1,213−38.9% | Reduced |
| Manchester Capital Management LLC | 1,847 | $14.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,711 | $13.7K | 0.00% | +607+55.0% | Added |
| Column Capital Advisors, LLC | 1,594 | $12.8K | 0.00% | −884−35.7% | Reduced |
| Eagle Bay Advisors LLC | 1,426 | $11.4K | 0.01% | −266−15.7% | Reduced |
| Milestone Investment Advisors LLC | 1,398 | $11.2K | 0.00% | +1,398 | New |
| 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 |
| Toronto Dominion Bank | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 967 | $7.74K | 0.00% | +967 | New |
| Allworth Financial LP | 898 | $7.18K | 0.00% | +148+19.7% | Added |
| FinTrust Capital Advisors, LLC | 740 | $5.93K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 701 | $5.61K | 0.00% | −23,111−97.1% | Reduced |
| KB Financial Partners, LLC | 601 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 554 | $4.43K | 0.00% | −321−36.7% | Reduced |
| Spire Wealth Management | 526 | $4.21K | 0.00% | +226+75.3% | Added |
| Cape Investment Advisory, Inc. | 512 | $4.10K | 0.00% | +512 | New |
| Financial Connections Group, Inc. | 551 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 498 | $3.98K | 0.00% | +115+30.0% | Added |
| Schubert & Co | 438 | $3.50K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 395 | $3.16K | 0.00% | +268+211.0% | Added |
| Baker Avenue Asset Management, LP | 374 | $2.99K | 0.00% | +374 | New |
| Proequities, Inc. | 332 | $2.66K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 282 | $2.26K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 269 | $2.16K | 0.00% | +233+647.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 262 | $2.10K | 0.00% | +262 | New |
| TD Ameritrade Investment Management, LLC | 200 | $2.00K | 0.00% | −273−57.7% | Reduced |
| Farther Finance Advisors, LLC | 230 | $1.84K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 206 | $1.65K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 200 | $1.60K | 0.00% | −193−49.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 183 | $1.46K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 101 | $842 | 0.00% | +101 | New |
| Grove Bank & Trust | 100 | $800 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $504 | 0.00% | −232−78.6% | Reduced |
| Tucker Asset Management LLC | 56 | $448 | 0.00% | +56 | New |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $176 | 0.00% | +22 | New |
| JJJ Advisors Inc. | 5 | $42 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 86 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |