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 |
|---|---|---|---|---|---|
| Creative Planning | 196,087 | $1.69M | 0.00% | +37,916+24.0% | Added |
| Ameriprise Financial Inc | 198,280 | $1.71M | 0.00% | −931−0.5% | Reduced |
| Regions Financial Corp | 203,983 | $1.75M | 0.02% | −4,715−2.3% | Reduced |
| Eagle Global Advisors LLC | 204,000 | $1.75M | 0.12% | +204,000 | New |
| HighTower Advisors, LLC | 204,326 | $1.76M | 0.00% | +167,826+459.8% | Added |
| The PNC Financial Services Group, Inc. | 208,788 | $1.80M | 0.00% | +9,492+4.8% | Added |
| Advisor Partners II, LLC | 235,232 | $2.02M | 0.09% | +14,278+6.5% | Added |
| Integrated Wealth Concepts LLC | 235,491 | $2.03M | 0.03% | −4,091−1.7% | Reduced |
| LPL Financial LLC | 238,361 | $2.05M | 0.00% | +23,138+10.8% | Added |
| Cerity Partners LLC | 240,239 | $2.07M | 0.01% | +4,367+1.9% | Added |
| Ethic Inc. | 255,367 | $2.20M | 0.08% | +17,051+7.2% | Added |
| O'Shaughnessy Asset Management, LLC | 260,732 | $2.24M | 0.03% | +28,869+12.5% | Added |
| US Bancorp | 264,245 | $2.27M | 0.00% | −27,896−9.5% | Reduced |
| Veriti Management LLC | 273,348 | $2.35M | 0.26% | −7,581−2.7% | Reduced |
| Thomas White International Ltd | 275,348 | $2.37M | 0.49% | −1,126−0.4% | Reduced |
| Greenleaf Trust | 294,904 | $2.54M | 0.03% | +150.0% | Added |
| Boston Partners | 298,075 | $2.56M | 0.00% | +269,013+925.7% | Added |
| Mariner, LLC | 306,245 | $2.63M | 0.01% | +67,669+28.4% | Added |
| Bank of Montreal | 333,669 | $2.87M | 0.00% | −54,095−14.0% | Reduced |
| 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 |
| SEI Investments Co | 346,427 | $2.98M | 0.01% | +11,215+3.3% | Added |
| Ninety One UK Ltd | 348,119 | $2.99M | 0.01% | +65,939+23.4% | Added |
| UBS Group AG | 352,213 | $3.03M | 0.00% | −464,643−56.9% | Reduced |
| Bank of New York Mellon Corp | 391,038 | $3.36M | 0.00% | +12,310+3.3% | Added |
| Truist Financial Corp | 394,819 | $3.40M | 0.01% | +440+0.1% | Added |
| Qube Research & Technologies Ltd | 408,487 | $3.51M | 0.01% | +66,813+19.6% | Added |
| Stifel Financial Corp | 429,304 | $3.69M | 0.01% | +25,237+6.2% | Added |
| D. E. Shaw & Co., Inc. | 437,364 | $3.76M | 0.01% | −718,457−62.2% | Reduced |
| Gilman Hill Asset Management, LLC | 457,734 | $3.94M | 0.73% | +20,690+4.7% | Added |
| Crossmark Global Holdings, Inc. | 434,370 | $4.11M | 0.09% | −12,859−2.9% | Reduced |
| 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 |
| Anderson Hoagland & Co | 513,243 | $4.41M | 0.57% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 589,576 | $5.07M | 0.02% | −259,262−30.5% | Reduced |
| Raymond James & Associates | 606,331 | $5.21M | 0.00% | +342,488+129.8% | Added |
| Millennium Management LLC | 611,130 | $5.26M | 0.01% | +274,518+81.6% | Added |
| Franklin Resources Inc | 613,319 | $5.27M | 0.00% | +2,181+0.4% | Added |
| CIBC Asset Management Inc | 728,485 | $6.26M | 0.02% | −7,184−1.0% | Reduced |
| CIBC World Markets Inc. | 808,905 | $6.96M | 0.02% | −179,281−18.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 870,816 | $7.49M | 0.01% | +23,917+2.8% | Added |
| JPMorgan Chase & Co | 908,489 | $7.81M | 0.00% | +48,604+5.7% | Added |
| Federated Hermes, Inc. | 989,548 | $8.51M | 0.02% | −33,414−3.3% | Reduced |
| Citadel Advisors LLC | 1,063,666 | $9.15M | 0.01% | +1,063,666 | New |
| Jane Street Group, LLC | 1,063,930 | $9.15M | 0.01% | +187,138+21.3% | Added |
| American Century Companies Inc | 1,069,811 | $9.20M | 0.01% | +139,623+15.0% | Added |
| Marshall Wace, LLP | 1,289,181 | $11.1M | 0.02% | −2,314,600−64.2% | Reduced |
| Royal Bank of Canada | 1,460,807 | $12.6M | 0.00% | −142,953−8.9% | Reduced |
| Causeway Capital Management LLC | 1,666,326 | $14.3M | 0.38% | −1,267−0.1% | Reduced |
| Envestnet Asset Management Inc | 1,944,779 | $16.7M | 0.01% | −232,278−10.7% | Reduced |
| Renaissance Technologies LLC | 2,128,270 | $18.3M | 0.03% | −240,900−10.2% | Reduced |
| Natixis Advisors, L.P. | 2,138,045 | $18.4M | 0.06% | +1,436,362+204.7% | Added |
| Dimensional Fund Advisors LP | 2,300,105 | $19.8M | 0.01% | −4,973−0.2% | Reduced |
| Cowen and Company, LLC | 2,800,730 | $24.1M | 2.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,948,130 | $25.4M | 0.00% | −50,655−1.7% | Reduced |
| Northern Trust Corp | 3,868,779 | $33.3M | 0.01% | −3,567−0.1% | Reduced |
| Invesco Ltd. | 3,869,353 | $33.3M | 0.01% | +722,236+22.9% | Added |
| Cowen Investment Management LLC | 4,451,875 | $38.3M | 23.01% | −1,192,000−21.1% | Reduced |
| Wells Fargo & Company | 5,028,367 | $43.2M | 0.01% | −97,836−1.9% | Reduced |
| BlackRock Inc. | 6,241,647 | $53.7M | 0.00% | +353,830+6.0% | Added |
| FMR LLC | 6,360,548 | $54.7M | 0.00% | +5,324+0.1% | Added |
| Lazard Asset Management LLC | 7,511,493 | $64.6M | 0.08% | +2,329,260+44.9% | Added |
| Goldman Sachs Group Inc | 11,869,012 | $102.1M | 0.03% | +579,175+5.1% | Added |
| Morgan Stanley | 12,291,132 | $105.7M | 0.01% | +344,108+2.9% | Added |
| Sofos Investments, Inc. | 9 | – | – | +9 | New |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −2,517,702−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −743,782−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −483,405−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −204,405−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −109,268−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −97,849−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −93,379−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −52,698−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −35,482−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −27,515−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −17,955−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −16,866−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −16,577−100.0% | Sold out |
| Twin Focus Capital Partners, LLC | 0 | $0 | 0.00% | −12,815−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,659−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,467−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −9,840−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −4,354−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,869−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −2,001−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −1,398−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −701−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |