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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 79,002 | $679.4K | 0.06% | +5,705+7.8% | Added |
| Morningstar Investment Services LLC | 77,666 | $667.0K | 0.01% | +5,023+6.9% | Added |
| Mount Yale Investment Advisors, LLC | 74,138 | $637.6K | 0.07% | +2,108+2.9% | Added |
| Independent Advisor Alliance | 74,020 | $636.6K | 0.03% | −604−0.8% | Reduced |
| Vise Technologies, Inc. | 73,720 | $634.0K | 0.15% | +1,082+1.5% | Added |
| Schechter Investment Advisors, LLC | 70,689 | $607.9K | 0.05% | −651−0.9% | Reduced |
| Investors Research Corp | 70,529 | $606.5K | 0.15% | 00.0% | Unchanged |
| MML Investors Services, LLC | 68,990 | $593.0K | 0.00% | +31,302+83.1% | Added |
| Sequoia Financial Advisors, LLC | 67,525 | $580.7K | 0.01% | +9,747+16.9% | Added |
| Mission Wealth Management, LP | 66,244 | $569.7K | 0.02% | −2,762−4.0% | Reduced |
| Verdence Capital Advisors LLC | 65,109 | $559.9K | 0.07% | −14,145−17.8% | Reduced |
| Ritholtz Wealth Management | 65,031 | $559.3K | 0.03% | +11,977+22.6% | Added |
| Pacer Advisors, Inc. | 59,926 | $515.4K | 0.00% | +3,788+6.7% | Added |
| BNP Paribas Arbitrage, SA | 58,253 | $501.0K | 0.00% | +12,099+26.2% | Added |
| Lake Street Advisors Group, LLC | 56,592 | $487.0K | 0.03% | +3,752+7.1% | Added |
| Russell Investments Group, Ltd. | 56,043 | $482.0K | 0.00% | +2,287+4.3% | Added |
| Covenant Partners, LLC | 55,785 | $479.8K | 0.17% | 00.0% | Unchanged |
| Gradient Investments LLC | 55,585 | $478.0K | 0.01% | −871−1.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 54,389 | $467.7K | 0.05% | −377−0.7% | Reduced |
| Vanguard Capital Wealth Advisors | 52,830 | $454.3K | 0.41% | +6,650+14.4% | Added |
| Quadrant Capital Group LLC | 52,237 | $449.2K | 0.04% | +4,572+9.6% | Added |
| Park Avenue Securities LLC | 50,586 | $435.0K | 0.01% | +8,938+21.5% | Added |
| Evergreen Capital Management LLC | 49,803 | $428.3K | 0.02% | −1,505−2.9% | Reduced |
| Janney Montgomery Scott LLC | 49,257 | $424.0K | 0.00% | −747−1.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 46,404 | $399.1K | 0.06% | −2,184−4.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 45,367 | $390.2K | 0.00% | +691+1.5% | Added |
| Inspire Advisors, LLC | 44,624 | $383.8K | 0.07% | +8,761+24.4% | Added |
| Vident Investment Advisory, LLC | 43,593 | $374.8K | 0.01% | +12,378+39.7% | Added |
| Parallel Advisors, LLC | 41,319 | $355.3K | 0.01% | +601+1.5% | Added |
| Checchi Capital Advisers, LLC | 39,494 | $339.6K | 0.03% | +3,108+8.5% | Added |
| Captrust Financial Advisors | 39,181 | $337.0K | 0.00% | +2,515+6.9% | Added |
| RNC Capital Management LLC | 38,550 | $332.0K | 0.02% | −1,100−2.8% | Reduced |
| Gallacher Capital Management LLC | 38,333 | $329.7K | 0.19% | +6,936+22.1% | Added |
| Advisors Asset Management, Inc. | 38,301 | $329.4K | 0.01% | −43,931−53.4% | Reduced |
| PDS Planning, Inc | 37,607 | $323.4K | 0.04% | +8,019+27.1% | Added |
| Zions Bancorporation, N.A. | 36,773 | $316.2K | 0.03% | +2,171+6.3% | Added |
| Sage Rhino Capital LLC | 35,599 | $306.2K | 0.09% | +515+1.5% | Added |
| Ballentine Partners, LLC | 34,734 | $298.7K | 0.01% | +16,267+88.1% | Added |
| Channing Global Advisors, LLC | 33,276 | $286.2K | 0.29% | +1,831+5.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 32,992 | $283.7K | 0.00% | +7,065+27.2% | Added |
| Mather Group, LLC. | 32,694 | $281.2K | 0.00% | +2,473+8.2% | Added |
| Private Advisor Group, LLC | 29,918 | $278.8K | 0.00% | +4,833+19.3% | Added |
| Boston Private Wealth LLC | 32,303 | $277.8K | 0.01% | +563+1.8% | Added |
| SYSTM Wealth Solutions LLC | 30,289 | $260.5K | 0.04% | −708−2.3% | Reduced |
| Cetera Investment Advisers | 30,075 | $258.6K | 0.00% | +1,235+4.3% | Added |
| Principal Street Partners, LLC | 28,949 | $249.0K | 0.06% | +1,552+5.7% | Added |
| Atlas Capital Advisors LLC | 28,028 | $241.0K | 0.04% | −1,944−6.5% | Reduced |
| CAPROCK Group, Inc. | 27,436 | $240.6K | 0.02% | +1,041+3.9% | Added |
| Legacy Capital Group California, Inc. | 27,372 | $235.4K | 0.10% | +27,372 | New |
| HSBC Holdings PLC | 24,802 | $213.3K | 0.00% | +20.0% | Added |
| Five Oceans Advisors | 24,426 | $210.1K | 0.14% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 24,332 | $209.3K | 0.00% | +24,332 | New |
| Davenport & Co LLC | 23,877 | $205.3K | 0.00% | −267−1.1% | Reduced |
| Pzena Investment Management LLC | 23,654 | $203.4K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 23,050 | $198.2K | 0.02% | +5,620+32.2% | Added |
| Ewa, LLC | 21,804 | $187.5K | 0.13% | +26+0.1% | Added |
| AlphaQ Advisors LLC | 21,657 | $186.3K | 0.14% | −550−2.5% | Reduced |
| Rockefeller Capital Management L.P. | 20,633 | $177.4K | 0.00% | +2,307+12.6% | Added |
| Advisory Services Network, LLC | 20,468 | $176.0K | 0.00% | +19,970+4,010.0% | Added |
| New Republic Capital, LLC | 19,873 | $170.9K | 0.12% | +1,522+8.3% | Added |
| Werba Rubin Papier Wealth Management | 19,769 | $170.0K | 0.06% | +280+1.4% | Added |
| Prudent Man Advisors, LLC | 19,561 | $168.0K | 0.06% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 19,231 | $165.4K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 19,178 | $164.9K | 0.00% | +5,604+41.3% | Added |
| Credential Qtrade Securities Inc. | 19,068 | $164.0K | 0.01% | −730−3.7% | Reduced |
| Kestra Advisory Services, LLC | 19,028 | $163.6K | 0.00% | −1,347−6.6% | Reduced |
| Valeo Financial Advisors, LLC | 18,536 | $159.4K | 0.01% | +1,533+9.0% | Added |
| Cetera Advisor Networks LLC | 17,981 | $154.6K | 0.00% | +432+2.5% | Added |
| Stephens Inc | 17,509 | $150.6K | 0.00% | −2,053−10.5% | Reduced |
| Glenmede Trust Co NA | 18,601 | $148.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,110 | $147.1K | 0.00% | −108,622−86.4% | Reduced |
| West Family Investments, Inc. | 16,605 | $142.8K | 0.06% | −1,540−8.5% | Reduced |
| Pitcairn Co | 16,132 | $138.7K | 0.01% | +3,430+27.0% | Added |
| Drive Wealth Management, LLC | 15,405 | $134.8K | 0.05% | +1,834+13.5% | Added |
| Vestmark Advisory Solutions, Inc. | 14,833 | $127.6K | 0.00% | −633−4.1% | Reduced |
| Ieq Capital, LLC | 14,805 | $127.3K | 0.00% | +4,612+45.2% | Added |
| Nilsine Partners, LLC | 14,591 | $125.5K | 0.02% | +14,591 | New |
| FDx Advisors, Inc. | 14,290 | $123.0K | 0.01% | −6,725−32.0% | Reduced |
| State Street Corp | 13,954 | $122.4K | 0.00% | −8,963−39.1% | Reduced |
| CWM, LLC | 13,939 | $120.0K | 0.00% | +2,306+19.8% | Added |
| Harbor Investment Advisory, LLC | 13,650 | $117.4K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 13,645 | $117.3K | 0.00% | +476+3.6% | Added |
| Huntington National Bank | 13,500 | $116.1K | 0.00% | +315+2.4% | Added |
| Lindbrook Capital, LLC | 13,079 | $112.5K | 0.01% | −479−3.5% | Reduced |
| Citigroup Inc | 12,998 | $111.8K | 0.00% | +283+2.2% | Added |
| Commonwealth Equity Services, LLC | 12,898 | $111.0K | 0.00% | +2,628+25.6% | Added |
| Icon Wealth Partners, LLC | 12,463 | $107.2K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 12,423 | $106.8K | 0.00% | +1,847+17.5% | Added |
| Pathstone Family Office, LLC | 12,103 | $105.9K | 0.00% | +1,353+12.6% | Added |
| Balyasny Asset Management LLC | 11,839 | $101.8K | 0.00% | −358−2.9% | Reduced |
| Beacon Pointe Advisors, LLC | 11,552 | $99.3K | 0.00% | −327−2.8% | Reduced |
| Keel Point, LLC | 11,520 | $99.1K | 0.01% | −2,720−19.1% | Reduced |
| Avantax Advisory Services, Inc. | 11,503 | $98.9K | 0.00% | −102−0.9% | Reduced |
| CWM Advisors, LLC | 11,434 | $98.3K | 0.01% | +266+2.4% | Added |
| Freestone Capital Holdings, LLC | 11,224 | $96.5K | 0.00% | −1,626−12.7% | Reduced |
| First Affirmative Financial Network | 11,220 | $96.5K | 0.10% | +11,220 | New |
| Axq Capital, LP | 10,856 | $93.4K | 0.12% | +10,856 | New |
| Buckingham Strategic Wealth, LLC | 10,198 | $87.7K | 0.00% | +10,198 | New |
| Snowden Capital Advisors LLC | 10,145 | $87.2K | 0.00% | −28−0.3% | Reduced |
| Seven Mile Advisory | 10,017 | $86.1K | 0.10% | +10,017 | New |