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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 19,178 | $164.9K | 0.00% | +5,604+41.3% | Added |
| Fisher Asset Management, LLC | 19,231 | $165.4K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 19,561 | $168.0K | 0.06% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 19,769 | $170.0K | 0.06% | +280+1.4% | Added |
| New Republic Capital, LLC | 19,873 | $170.9K | 0.12% | +1,522+8.3% | Added |
| Advisory Services Network, LLC | 20,468 | $176.0K | 0.00% | +19,970+4,010.0% | Added |
| Rockefeller Capital Management L.P. | 20,633 | $177.4K | 0.00% | +2,307+12.6% | Added |
| AlphaQ Advisors LLC | 21,657 | $186.3K | 0.14% | −550−2.5% | Reduced |
| Ewa, LLC | 21,804 | $187.5K | 0.13% | +26+0.1% | Added |
| Rehmann Capital Advisory Group | 23,050 | $198.2K | 0.02% | +5,620+32.2% | Added |
| Pzena Investment Management LLC | 23,654 | $203.4K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 23,877 | $205.3K | 0.00% | −267−1.1% | Reduced |
| Jefferies Financial Group Inc. | 24,332 | $209.3K | 0.00% | +24,332 | New |
| Five Oceans Advisors | 24,426 | $210.1K | 0.14% | 00.0% | Unchanged |
| HSBC Holdings PLC | 24,802 | $213.3K | 0.00% | +20.0% | Added |
| Legacy Capital Group California, Inc. | 27,372 | $235.4K | 0.10% | +27,372 | New |
| CAPROCK Group, Inc. | 27,436 | $240.6K | 0.02% | +1,041+3.9% | Added |
| Atlas Capital Advisors LLC | 28,028 | $241.0K | 0.04% | −1,944−6.5% | Reduced |
| Principal Street Partners, LLC | 28,949 | $249.0K | 0.06% | +1,552+5.7% | Added |
| Cetera Investment Advisers | 30,075 | $258.6K | 0.00% | +1,235+4.3% | Added |
| SYSTM Wealth Solutions LLC | 30,289 | $260.5K | 0.04% | −708−2.3% | Reduced |
| Boston Private Wealth LLC | 32,303 | $277.8K | 0.01% | +563+1.8% | Added |
| Private Advisor Group, LLC | 29,918 | $278.8K | 0.00% | +4,833+19.3% | Added |
| Mather Group, LLC. | 32,694 | $281.2K | 0.00% | +2,473+8.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 32,992 | $283.7K | 0.00% | +7,065+27.2% | Added |
| Channing Global Advisors, LLC | 33,276 | $286.2K | 0.29% | +1,831+5.8% | Added |
| Ballentine Partners, LLC | 34,734 | $298.7K | 0.01% | +16,267+88.1% | Added |
| Sage Rhino Capital LLC | 35,599 | $306.2K | 0.09% | +515+1.5% | Added |
| Zions Bancorporation, N.A. | 36,773 | $316.2K | 0.03% | +2,171+6.3% | Added |
| PDS Planning, Inc | 37,607 | $323.4K | 0.04% | +8,019+27.1% | Added |
| Advisors Asset Management, Inc. | 38,301 | $329.4K | 0.01% | −43,931−53.4% | Reduced |
| Gallacher Capital Management LLC | 38,333 | $329.7K | 0.19% | +6,936+22.1% | Added |
| RNC Capital Management LLC | 38,550 | $332.0K | 0.02% | −1,100−2.8% | Reduced |
| Captrust Financial Advisors | 39,181 | $337.0K | 0.00% | +2,515+6.9% | Added |
| Checchi Capital Advisers, LLC | 39,494 | $339.6K | 0.03% | +3,108+8.5% | Added |
| Parallel Advisors, LLC | 41,319 | $355.3K | 0.01% | +601+1.5% | Added |
| Vident Investment Advisory, LLC | 43,593 | $374.8K | 0.01% | +12,378+39.7% | Added |
| Inspire Advisors, LLC | 44,624 | $383.8K | 0.07% | +8,761+24.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 45,367 | $390.2K | 0.00% | +691+1.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 46,404 | $399.1K | 0.06% | −2,184−4.5% | Reduced |
| Janney Montgomery Scott LLC | 49,257 | $424.0K | 0.00% | −747−1.5% | Reduced |
| Evergreen Capital Management LLC | 49,803 | $428.3K | 0.02% | −1,505−2.9% | Reduced |
| Park Avenue Securities LLC | 50,586 | $435.0K | 0.01% | +8,938+21.5% | Added |
| Quadrant Capital Group LLC | 52,237 | $449.2K | 0.04% | +4,572+9.6% | Added |
| Vanguard Capital Wealth Advisors | 52,830 | $454.3K | 0.41% | +6,650+14.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 54,389 | $467.7K | 0.05% | −377−0.7% | Reduced |
| Gradient Investments LLC | 55,585 | $478.0K | 0.01% | −871−1.5% | Reduced |
| Covenant Partners, LLC | 55,785 | $479.8K | 0.17% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 56,043 | $482.0K | 0.00% | +2,287+4.3% | Added |
| Lake Street Advisors Group, LLC | 56,592 | $487.0K | 0.03% | +3,752+7.1% | Added |
| BNP Paribas Arbitrage, SA | 58,253 | $501.0K | 0.00% | +12,099+26.2% | Added |
| Pacer Advisors, Inc. | 59,926 | $515.4K | 0.00% | +3,788+6.7% | Added |
| Ritholtz Wealth Management | 65,031 | $559.3K | 0.03% | +11,977+22.6% | Added |
| Verdence Capital Advisors LLC | 65,109 | $559.9K | 0.07% | −14,145−17.8% | Reduced |
| Mission Wealth Management, LP | 66,244 | $569.7K | 0.02% | −2,762−4.0% | Reduced |
| Sequoia Financial Advisors, LLC | 67,525 | $580.7K | 0.01% | +9,747+16.9% | Added |
| MML Investors Services, LLC | 68,990 | $593.0K | 0.00% | +31,302+83.1% | Added |
| Investors Research Corp | 70,529 | $606.5K | 0.15% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 70,689 | $607.9K | 0.05% | −651−0.9% | Reduced |
| Vise Technologies, Inc. | 73,720 | $634.0K | 0.15% | +1,082+1.5% | Added |
| Independent Advisor Alliance | 74,020 | $636.6K | 0.03% | −604−0.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 74,138 | $637.6K | 0.07% | +2,108+2.9% | Added |
| Morningstar Investment Services LLC | 77,666 | $667.0K | 0.01% | +5,023+6.9% | Added |
| Dorsey & Whitney Trust CO LLC | 79,002 | $679.4K | 0.06% | +5,705+7.8% | Added |
| GWM Advisors LLC | 79,804 | $686.3K | 0.01% | +79,804 | New |
| Eagle Asset Management Inc | 81,030 | $696.9K | 0.00% | −22,858−22.0% | Reduced |
| Squarepoint Ops LLC | 83,840 | $721.0K | 0.00% | −131,084−61.0% | Reduced |
| Charles Schwab Investment Management Inc | 86,807 | $746.5K | 0.00% | +45,534+110.3% | Added |
| First Republic Investment Management, Inc. | 87,467 | $752.2K | 0.00% | −14,380−14.1% | Reduced |
| Naviter Wealth, LLC | 87,665 | $753.9K | 0.19% | +10,521+13.6% | Added |
| Connectus Wealth, LLC | 91,101 | $783.5K | 0.02% | +91,101 | New |
| Guggenheim Capital LLC | 93,658 | $805.5K | 0.01% | +8,044+9.4% | Added |
| Schroder Investment Management Group | 95,164 | $818.4K | 0.00% | +380+0.4% | Added |
| Johnson Investment Counsel Inc | 96,000 | $825.6K | 0.01% | −16,600−14.7% | Reduced |
| JustInvest LLC | 97,253 | $836.4K | 0.03% | +16,772+20.8% | Added |
| CI Private Wealth, LLC | 99,870 | $852.2K | 0.00% | +2,044+2.1% | Added |
| Cresset Asset Management, LLC | 98,426 | $859.1K | 0.01% | +98,426 | New |
| Westwood Holdings Group Inc. | 102,789 | $884.0K | 0.01% | +7,518+7.9% | Added |
| Massachusetts Financial Services Co | 108,204 | $930.6K | 0.00% | +108,204 | New |
| M&T Bank Corp | 114,652 | $986.3K | 0.00% | −2,781−2.4% | Reduced |
| Yousif Capital Management, LLC | 115,986 | $997.5K | 0.01% | +655+0.6% | Added |
| Beverly Hills Private Wealth, LLC | 110,400 | $1.01M | 0.17% | +59,843+118.4% | Added |
| Advisor Group Holdings, Inc. | 120,152 | $1.03M | 0.00% | +3,224+2.8% | Added |
| Orbis Allan Gray Ltd | 125,203 | $1.08M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 135,719 | $1.17M | 0.00% | −1,887−1.4% | Reduced |
| Sanders Capital, LLC | 137,963 | $1.19M | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 140,813 | $1.21M | 0.07% | +19,186+15.8% | Added |
| Oppenheimer Asset Management Inc. | 143,667 | $1.24M | 0.02% | −4,048−2.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 152,777 | $1.31M | 0.18% | −132,000−46.4% | Reduced |
| HRT Financial LP | 152,971 | $1.31M | 0.01% | −19,110−11.1% | Reduced |
| Georgetown University | 155,235 | $1.34M | 0.47% | 00.0% | Unchanged |
| Banco Santander, S.A. | 157,000 | $1.35M | 0.02% | +2,720+1.8% | Added |
| Rhumbline Advisers | 158,772 | $1.37M | 0.00% | +158,772 | New |
| Forum Financial Management, LP | 163,313 | $1.40M | 0.03% | −490.0% | Reduced |
| Wetherby Asset Management Inc | 165,381 | $1.42M | 0.08% | +7,618+4.8% | Added |
| Legacy Wealth Asset Management, LLC | 166,647 | $1.43M | 0.50% | +918+0.6% | Added |
| Signaturefd, LLC | 170,147 | $1.46M | 0.04% | +4,675+2.8% | Added |
| Ergoteles LLC | 170,705 | $1.47M | 0.07% | +39,517+30.1% | Added |
| Two Sigma Investments, LP | 173,600 | $1.49M | 0.00% | +55,500+47.0% | Added |
| BTC Capital Management, Inc. | 194,708 | $1.68M | 0.18% | +603+0.3% | Added |