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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 8,501 | $73.1K | 0.00% | −1,250−12.8% | Reduced |
| Rosenberg Matthew Hamilton | 6,530 | $56.2K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 6,300 | $54.2K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,948 | $51.0K | 0.00% | +24+0.4% | Added |
| Assetmark, Inc | 5,794 | $49.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,593 | $46.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 5,377 | $46.2K | 0.01% | +341+6.8% | Added |
| Hexagon Capital Partners LLC | 5,231 | $45.0K | 0.01% | −307−5.5% | Reduced |
| AXA S.A. | 4,785 | $41.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,787 | $38.0K | 0.00% | −6,526−57.7% | Reduced |
| TD Private Client Wealth LLC | 4,069 | $35.0K | 0.00% | +587+16.9% | Added |
| Steward Partners Investment Advisory, LLC | 3,728 | $32.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3,558 | $30.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,241 | $27.9K | 0.00% | +1,333+69.9% | Added |
| Umb Bank N A | 3,205 | $27.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,125 | $26.9K | 0.00% | +693+28.5% | Added |
| Bessemer Group Inc | 2,977 | $26.0K | 0.00% | +1,755+143.6% | Added |
| Perritt Capital Management Inc | 2,500 | $21.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,274 | $19.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,169 | $18.7K | 0.00% | −525−19.5% | Reduced |
| HHM Wealth Advisors, LLC | 1,955 | $16.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,775 | $15.3K | 0.00% | −105−5.6% | Reduced |
| Global Retirement Partners, LLC | 1,641 | $14.1K | 0.00% | −70−4.1% | Reduced |
| Column Capital Advisors, LLC | 1,594 | $13.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,426 | $12.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,173 | $10.0K | 0.00% | −104−8.1% | Reduced |
| Toronto Dominion Bank | 1,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,021 | $8.78K | 0.00% | +54+5.6% | Added |
| GW&K Investment Management, LLC | 873 | $8.00K | 0.00% | +873 | New |
| Manchester Capital Management LLC | 864 | $7.43K | 0.00% | −983−53.2% | Reduced |
| Allworth Financial LP | 750 | $6.45K | 0.00% | −148−16.5% | Reduced |
| FinTrust Capital Advisors, LLC | 740 | $5.93K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 684 | $5.88K | 0.00% | +172+33.6% | Added |
| KB Financial Partners, LLC | 601 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 595 | $5.00K | 0.00% | +595 | New |
| Washington Trust Co | 547 | $4.70K | 0.00% | −7−1.3% | Reduced |
| Harbour Investments, Inc. | 546 | $4.70K | 0.00% | +346+173.0% | Added |
| Spire Wealth Management | 526 | $4.52K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 551 | $4.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 461 | $3.95K | 0.00% | +461 | New |
| Proequities, Inc. | 427 | $3.67K | 0.00% | +95+28.6% | Added |
| Parkside Financial Bank & Trust | 352 | $3.03K | 0.00% | +352 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 341 | $2.93K | 0.00% | +79+30.2% | Added |
| Motco | 289 | $2.48K | 0.00% | +289 | New |
| Nemes Rush Group LLC | 285 | $2.45K | 0.00% | +285 | New |
| Baystate Wealth Management LLC | 269 | $2.32K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 267 | $2.30K | 0.00% | +245+1,113.6% | Added |
| Carolinas Wealth Consulting LLC | 266 | $2.29K | 0.00% | −16−5.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 230 | $1.98K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 224 | $1.93K | 0.00% | +224 | New |
| Concord Wealth Partners | 206 | $1.77K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 183 | $1.57K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 140 | $1.20K | 0.00% | −255−64.6% | Reduced |
| Abound Wealth Management | 118 | $1.01K | 0.00% | +118 | New |
| TSFG, LLC | 173 | $1.00K | 0.00% | +173 | New |
| Tyler-Stone Wealth Management | 153 | $1.00K | 0.00% | +153 | New |
| Grove Bank & Trust | 75 | $645 | 0.00% | −25−25.0% | Reduced |
| Bell Investment Advisors, Inc | 63 | $542 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 57 | $492 | 0.00% | +57 | New |
| Glass Jacobson Investment Advisors llc | 51 | $439 | 0.00% | +51 | New |
| JJJ Advisors Inc. | 5 | $43 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2 | $17 | 0.00% | +2 | New |
| TD Waterhouse Canada Inc. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| 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 |