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, Q2 2023
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Jun 30, 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
- 0 vs. Q1 2023
- Shares held
- 108.9M
- −909.0K (−0.8%) vs. Q1 2023
- Total value
- $936.6M
- +$63.2M (+7.2%) vs. Q1 2023
- New holders
- 28
- 120 more added
- Sold out
- 28
- 77 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,291,132 | $105.7M | 0.01% | +344,108+2.9% | Added |
| Goldman Sachs Group Inc | 11,869,012 | $102.1M | 0.03% | +579,175+5.1% | Added |
| Lazard Asset Management LLC | 7,511,493 | $64.6M | 0.08% | +2,329,260+44.9% | Added |
| FMR LLC | 6,360,548 | $54.7M | 0.00% | +5,324+0.1% | Added |
| BlackRock Inc. | 6,241,647 | $53.7M | 0.00% | +353,830+6.0% | Added |
| Wells Fargo & Company | 5,028,367 | $43.2M | 0.01% | −97,836−1.9% | Reduced |
| Cowen Investment Management LLC | 4,451,875 | $38.3M | 23.01% | −1,192,000−21.1% | Reduced |
| Invesco Ltd. | 3,869,353 | $33.3M | 0.01% | +722,236+22.9% | Added |
| Northern Trust Corp | 3,868,779 | $33.3M | 0.01% | −3,567−0.1% | Reduced |
| Bank of America Corp | 2,948,130 | $25.4M | 0.00% | −50,655−1.7% | Reduced |
| Cowen and Company, LLC | 2,800,730 | $24.1M | 2.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 2,300,105 | $19.8M | 0.01% | −4,973−0.2% | Reduced |
| Natixis Advisors, L.P. | 2,138,045 | $18.4M | 0.06% | +1,436,362+204.7% | Added |
| Renaissance Technologies LLC | 2,128,270 | $18.3M | 0.03% | −240,900−10.2% | Reduced |
| Envestnet Asset Management Inc | 1,944,779 | $16.7M | 0.01% | −232,278−10.7% | Reduced |
| Causeway Capital Management LLC | 1,666,326 | $14.3M | 0.38% | −1,267−0.1% | Reduced |
| Royal Bank of Canada | 1,460,807 | $12.6M | 0.00% | −142,953−8.9% | Reduced |
| Marshall Wace, LLP | 1,289,181 | $11.1M | 0.02% | −2,314,600−64.2% | Reduced |
| American Century Companies Inc | 1,069,811 | $9.20M | 0.01% | +139,623+15.0% | Added |
| Jane Street Group, LLC | 1,063,930 | $9.15M | 0.01% | +187,138+21.3% | Added |
| Citadel Advisors LLC | 1,063,666 | $9.15M | 0.01% | +1,063,666 | New |
| Federated Hermes, Inc. | 989,548 | $8.51M | 0.02% | −33,414−3.3% | Reduced |
| JPMorgan Chase & Co | 908,489 | $7.81M | 0.00% | +48,604+5.7% | Added |
| Arrowstreet Capital, Limited Partnership | 870,816 | $7.49M | 0.01% | +23,917+2.8% | Added |
| CIBC World Markets Inc. | 808,905 | $6.96M | 0.02% | −179,281−18.1% | Reduced |
| CIBC Asset Management Inc | 728,485 | $6.26M | 0.02% | −7,184−1.0% | Reduced |
| Franklin Resources Inc | 613,319 | $5.27M | 0.00% | +2,181+0.4% | Added |
| Millennium Management LLC | 611,130 | $5.26M | 0.01% | +274,518+81.6% | Added |
| Raymond James & Associates | 606,331 | $5.21M | 0.00% | +342,488+129.8% | Added |
| Voloridge Investment Management, LLC | 589,576 | $5.07M | 0.02% | −259,262−30.5% | Reduced |
| Anderson Hoagland & Co | 513,243 | $4.41M | 0.57% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 497,337 | $4.28M | 0.12% | +6,478+1.3% | Added |
| Bleakley Financial Group, LLC | 497,337 | $4.28M | 0.13% | +6,478+1.3% | Added |
| Crossmark Global Holdings, Inc. | 434,370 | $4.11M | 0.09% | −12,859−2.9% | Reduced |
| Gilman Hill Asset Management, LLC | 457,734 | $3.94M | 0.73% | +20,690+4.7% | Added |
| D. E. Shaw & Co., Inc. | 437,364 | $3.76M | 0.01% | −718,457−62.2% | Reduced |
| Stifel Financial Corp | 429,304 | $3.69M | 0.01% | +25,237+6.2% | Added |
| Qube Research & Technologies Ltd | 408,487 | $3.51M | 0.01% | +66,813+19.6% | Added |
| Truist Financial Corp | 394,819 | $3.40M | 0.01% | +440+0.1% | Added |
| Bank of New York Mellon Corp | 391,038 | $3.36M | 0.00% | +12,310+3.3% | Added |
| UBS Group AG | 352,213 | $3.03M | 0.00% | −464,643−56.9% | Reduced |
| Ninety One UK Ltd | 348,119 | $2.99M | 0.01% | +65,939+23.4% | Added |
| SEI Investments Co | 346,427 | $2.98M | 0.01% | +11,215+3.3% | Added |
| Brinker Capital Investments, LLC | 337,864 | $2.91M | 0.03% | +45,117+15.4% | Added |
| Orion Portfolio Solutions, LLC | 337,864 | $2.91M | 0.03% | +45,117+15.4% | Added |
| Bank of Montreal | 333,669 | $2.87M | 0.00% | −54,095−14.0% | Reduced |
| Mariner, LLC | 306,245 | $2.63M | 0.01% | +67,669+28.4% | Added |
| Boston Partners | 298,075 | $2.56M | 0.00% | +269,013+925.7% | Added |
| Greenleaf Trust | 294,904 | $2.54M | 0.03% | +150.0% | Added |
| Thomas White International Ltd | 275,348 | $2.37M | 0.49% | −1,126−0.4% | Reduced |
| Veriti Management LLC | 273,348 | $2.35M | 0.26% | −7,581−2.7% | Reduced |
| US Bancorp | 264,245 | $2.27M | 0.00% | −27,896−9.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 260,732 | $2.24M | 0.03% | +28,869+12.5% | Added |
| Ethic Inc. | 255,367 | $2.20M | 0.08% | +17,051+7.2% | Added |
| Cerity Partners LLC | 240,239 | $2.07M | 0.01% | +4,367+1.9% | Added |
| LPL Financial LLC | 238,361 | $2.05M | 0.00% | +23,138+10.8% | Added |
| Integrated Wealth Concepts LLC | 235,491 | $2.03M | 0.03% | −4,091−1.7% | Reduced |
| Advisor Partners II, LLC | 235,232 | $2.02M | 0.09% | +14,278+6.5% | Added |
| The PNC Financial Services Group, Inc. | 208,788 | $1.80M | 0.00% | +9,492+4.8% | Added |
| HighTower Advisors, LLC | 204,326 | $1.76M | 0.00% | +167,826+459.8% | Added |
| Eagle Global Advisors LLC | 204,000 | $1.75M | 0.12% | +204,000 | New |
| Regions Financial Corp | 203,983 | $1.75M | 0.02% | −4,715−2.3% | Reduced |
| Ameriprise Financial Inc | 198,280 | $1.71M | 0.00% | −931−0.5% | Reduced |
| Creative Planning | 196,087 | $1.69M | 0.00% | +37,916+24.0% | Added |
| BTC Capital Management, Inc. | 194,708 | $1.68M | 0.18% | +603+0.3% | Added |
| Two Sigma Investments, LP | 173,600 | $1.49M | 0.00% | +55,500+47.0% | Added |
| Ergoteles LLC | 170,705 | $1.47M | 0.07% | +39,517+30.1% | Added |
| Signaturefd, LLC | 170,147 | $1.46M | 0.04% | +4,675+2.8% | Added |
| Legacy Wealth Asset Management, LLC | 166,647 | $1.43M | 0.50% | +918+0.6% | Added |
| Wetherby Asset Management Inc | 165,381 | $1.42M | 0.08% | +7,618+4.8% | Added |
| Forum Financial Management, LP | 163,313 | $1.40M | 0.03% | −490.0% | Reduced |
| Rhumbline Advisers | 158,772 | $1.37M | 0.00% | +158,772 | New |
| Banco Santander, S.A. | 157,000 | $1.35M | 0.02% | +2,720+1.8% | Added |
| Georgetown University | 155,235 | $1.34M | 0.47% | 00.0% | Unchanged |
| HRT Financial LP | 152,971 | $1.31M | 0.01% | −19,110−11.1% | Reduced |
| Te Ahumairangi Investment Management Ltd | 152,777 | $1.31M | 0.18% | −132,000−46.4% | Reduced |
| Oppenheimer Asset Management Inc. | 143,667 | $1.24M | 0.02% | −4,048−2.7% | Reduced |
| Quantinno Capital Management LP | 140,813 | $1.21M | 0.07% | +19,186+15.8% | Added |
| Sanders Capital, LLC | 137,963 | $1.19M | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 135,719 | $1.17M | 0.00% | −1,887−1.4% | Reduced |
| Orbis Allan Gray Ltd | 125,203 | $1.08M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 120,152 | $1.03M | 0.00% | +3,224+2.8% | Added |
| Beverly Hills Private Wealth, LLC | 110,400 | $1.01M | 0.17% | +59,843+118.4% | Added |
| Yousif Capital Management, LLC | 115,986 | $997.5K | 0.01% | +655+0.6% | Added |
| M&T Bank Corp | 114,652 | $986.3K | 0.00% | −2,781−2.4% | Reduced |
| Massachusetts Financial Services Co | 108,204 | $930.6K | 0.00% | +108,204 | New |
| Westwood Holdings Group Inc. | 102,789 | $884.0K | 0.01% | +7,518+7.9% | Added |
| Cresset Asset Management, LLC | 98,426 | $859.1K | 0.01% | +98,426 | New |
| CI Private Wealth, LLC | 99,870 | $852.2K | 0.00% | +2,044+2.1% | Added |
| JustInvest LLC | 97,253 | $836.4K | 0.03% | +16,772+20.8% | Added |
| Johnson Investment Counsel Inc | 96,000 | $825.6K | 0.01% | −16,600−14.7% | Reduced |
| Schroder Investment Management Group | 95,164 | $818.4K | 0.00% | +380+0.4% | Added |
| Guggenheim Capital LLC | 93,658 | $805.5K | 0.01% | +8,044+9.4% | Added |
| Connectus Wealth, LLC | 91,101 | $783.5K | 0.02% | +91,101 | New |
| Naviter Wealth, LLC | 87,665 | $753.9K | 0.19% | +10,521+13.6% | Added |
| First Republic Investment Management, Inc. | 87,467 | $752.2K | 0.00% | −14,380−14.1% | Reduced |
| Charles Schwab Investment Management Inc | 86,807 | $746.5K | 0.00% | +45,534+110.3% | Added |
| Squarepoint Ops LLC | 83,840 | $721.0K | 0.00% | −131,084−61.0% | Reduced |
| Eagle Asset Management Inc | 81,030 | $696.9K | 0.00% | −22,858−22.0% | Reduced |
| GWM Advisors LLC | 79,804 | $686.3K | 0.01% | +79,804 | New |