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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2 | $17 | 0.00% | +2 | New |
| JJJ Advisors Inc. | 5 | $43 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 51 | $439 | 0.00% | +51 | New |
| Coppell Advisory Solutions LLC | 57 | $492 | 0.00% | +57 | New |
| Bell Investment Advisors, Inc | 63 | $542 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 75 | $645 | 0.00% | −25−25.0% | Reduced |
| TSFG, LLC | 173 | $1.00K | 0.00% | +173 | New |
| Tyler-Stone Wealth Management | 153 | $1.00K | 0.00% | +153 | New |
| Abound Wealth Management | 118 | $1.01K | 0.00% | +118 | New |
| Northwestern Mutual Wealth Management Co | 140 | $1.20K | 0.00% | −255−64.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 183 | $1.57K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 206 | $1.77K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 224 | $1.93K | 0.00% | +224 | New |
| Farther Finance Advisors, LLC | 230 | $1.98K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 266 | $2.29K | 0.00% | −16−5.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 267 | $2.30K | 0.00% | +245+1,113.6% | Added |
| Baystate Wealth Management LLC | 269 | $2.32K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 285 | $2.45K | 0.00% | +285 | New |
| Motco | 289 | $2.48K | 0.00% | +289 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 341 | $2.93K | 0.00% | +79+30.2% | Added |
| Parkside Financial Bank & Trust | 352 | $3.03K | 0.00% | +352 | New |
| Proequities, Inc. | 427 | $3.67K | 0.00% | +95+28.6% | Added |
| National Bank of Canada | 461 | $3.95K | 0.00% | +461 | New |
| Financial Connections Group, Inc. | 551 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 526 | $4.52K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 546 | $4.70K | 0.00% | +346+173.0% | Added |
| Washington Trust Co | 547 | $4.70K | 0.00% | −7−1.3% | Reduced |
| KB Financial Partners, LLC | 601 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 595 | $5.00K | 0.00% | +595 | New |
| Cape Investment Advisory, Inc. | 684 | $5.88K | 0.00% | +172+33.6% | Added |
| FinTrust Capital Advisors, LLC | 740 | $5.93K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 750 | $6.45K | 0.00% | −148−16.5% | Reduced |
| Manchester Capital Management LLC | 864 | $7.43K | 0.00% | −983−53.2% | Reduced |
| GW&K Investment Management, LLC | 873 | $8.00K | 0.00% | +873 | New |
| PEAK6 Investments LLC | 1,021 | $8.78K | 0.00% | +54+5.6% | Added |
| Toronto Dominion Bank | 1,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,173 | $10.0K | 0.00% | −104−8.1% | Reduced |
| Eagle Bay Advisors LLC | 1,426 | $12.3K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,594 | $13.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,641 | $14.1K | 0.00% | −70−4.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,775 | $15.3K | 0.00% | −105−5.6% | Reduced |
| HHM Wealth Advisors, LLC | 1,955 | $16.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,169 | $18.7K | 0.00% | −525−19.5% | Reduced |
| JFS Wealth Advisors, LLC | 2,274 | $19.6K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 2,500 | $21.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,977 | $26.0K | 0.00% | +1,755+143.6% | Added |
| First Horizon Advisors, Inc. | 3,125 | $26.9K | 0.00% | +693+28.5% | Added |
| Umb Bank N A | 3,205 | $27.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,241 | $27.9K | 0.00% | +1,333+69.9% | Added |
| Farmers & Merchants Investments Inc | 3,558 | $30.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,728 | $32.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,069 | $35.0K | 0.00% | +587+16.9% | Added |
| Ronald Blue Trust, Inc. | 4,787 | $38.0K | 0.00% | −6,526−57.7% | Reduced |
| AXA S.A. | 4,785 | $41.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5,231 | $45.0K | 0.01% | −307−5.5% | Reduced |
| Glassman Wealth Services | 5,377 | $46.2K | 0.01% | +341+6.8% | Added |
| IFP Advisors, Inc | 5,593 | $46.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5,794 | $49.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,948 | $51.0K | 0.00% | +24+0.4% | Added |
| Paradigm Asset Management Co LLC | 6,300 | $54.2K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6,530 | $56.2K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,501 | $73.1K | 0.00% | −1,250−12.8% | Reduced |
| Seven Mile Advisory | 10,017 | $86.1K | 0.10% | +10,017 | New |
| Snowden Capital Advisors LLC | 10,145 | $87.2K | 0.00% | −28−0.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,198 | $87.7K | 0.00% | +10,198 | New |
| Axq Capital, LP | 10,856 | $93.4K | 0.12% | +10,856 | New |
| First Affirmative Financial Network | 11,220 | $96.5K | 0.10% | +11,220 | New |
| Freestone Capital Holdings, LLC | 11,224 | $96.5K | 0.00% | −1,626−12.7% | Reduced |
| CWM Advisors, LLC | 11,434 | $98.3K | 0.01% | +266+2.4% | Added |
| Avantax Advisory Services, Inc. | 11,503 | $98.9K | 0.00% | −102−0.9% | Reduced |
| Keel Point, LLC | 11,520 | $99.1K | 0.01% | −2,720−19.1% | Reduced |
| Beacon Pointe Advisors, LLC | 11,552 | $99.3K | 0.00% | −327−2.8% | Reduced |
| Balyasny Asset Management LLC | 11,839 | $101.8K | 0.00% | −358−2.9% | Reduced |
| Pathstone Family Office, LLC | 12,103 | $105.9K | 0.00% | +1,353+12.6% | Added |
| Neuberger Berman Group LLC | 12,423 | $106.8K | 0.00% | +1,847+17.5% | Added |
| Icon Wealth Partners, LLC | 12,463 | $107.2K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,898 | $111.0K | 0.00% | +2,628+25.6% | Added |
| Citigroup Inc | 12,998 | $111.8K | 0.00% | +283+2.2% | Added |
| Lindbrook Capital, LLC | 13,079 | $112.5K | 0.01% | −479−3.5% | Reduced |
| Huntington National Bank | 13,500 | $116.1K | 0.00% | +315+2.4% | Added |
| Keybank National Association | 13,645 | $117.3K | 0.00% | +476+3.6% | Added |
| Harbor Investment Advisory, LLC | 13,650 | $117.4K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 13,939 | $120.0K | 0.00% | +2,306+19.8% | Added |
| State Street Corp | 13,954 | $122.4K | 0.00% | −8,963−39.1% | Reduced |
| FDx Advisors, Inc. | 14,290 | $123.0K | 0.01% | −6,725−32.0% | Reduced |
| Nilsine Partners, LLC | 14,591 | $125.5K | 0.02% | +14,591 | New |
| Ieq Capital, LLC | 14,805 | $127.3K | 0.00% | +4,612+45.2% | Added |
| Vestmark Advisory Solutions, Inc. | 14,833 | $127.6K | 0.00% | −633−4.1% | Reduced |
| Drive Wealth Management, LLC | 15,405 | $134.8K | 0.05% | +1,834+13.5% | Added |
| Pitcairn Co | 16,132 | $138.7K | 0.01% | +3,430+27.0% | Added |
| West Family Investments, Inc. | 16,605 | $142.8K | 0.06% | −1,540−8.5% | Reduced |
| Susquehanna International Group, LLP | 17,110 | $147.1K | 0.00% | −108,622−86.4% | Reduced |
| Glenmede Trust Co NA | 18,601 | $148.8K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 17,509 | $150.6K | 0.00% | −2,053−10.5% | Reduced |
| Cetera Advisor Networks LLC | 17,981 | $154.6K | 0.00% | +432+2.5% | Added |
| Valeo Financial Advisors, LLC | 18,536 | $159.4K | 0.01% | +1,533+9.0% | Added |
| Kestra Advisory Services, LLC | 19,028 | $163.6K | 0.00% | −1,347−6.6% | Reduced |
| Credential Qtrade Securities Inc. | 19,068 | $164.0K | 0.01% | −730−3.7% | Reduced |