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, Q3 2023
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Sep 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
- 272
- +8 vs. Q2 2023
- Shares held
- 100.0M
- −8.61M (−7.9%) vs. Q2 2023
- Total value
- $984.8M
- +$50.6M (+5.4%) vs. Q2 2023
- New holders
- 30
- 107 more added
- Sold out
- 22
- 97 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,260,459 | $120.8M | 0.01% | −30,673−0.2% | Reduced |
| Goldman Sachs Group Inc | 11,708,699 | $115.3M | 0.03% | −160,313−1.4% | Reduced |
| FMR LLC | 6,960,908 | $68.6M | 0.01% | +600,360+9.4% | Added |
| BlackRock Inc. | 6,412,421 | $63.2M | 0.00% | +170,774+2.7% | Added |
| Wells Fargo & Company | 5,043,246 | $49.7M | 0.02% | +14,879+0.3% | Added |
| Lazard Asset Management LLC | 4,976,246 | $49.0M | 0.07% | −2,535,247−33.8% | Reduced |
| Cowen Investment Management LLC | 4,152,575 | $40.9M | 52.44% | −299,300−6.7% | Reduced |
| Northern Trust Corp | 3,476,002 | $34.2M | 0.01% | −392,777−10.2% | Reduced |
| Invesco Ltd. | 3,189,494 | $31.4M | 0.01% | −679,859−17.6% | Reduced |
| Bank of America Corp | 2,893,872 | $28.5M | 0.00% | −54,258−1.8% | Reduced |
| Dimensional Fund Advisors LP | 2,354,171 | $23.2M | 0.01% | +54,066+2.4% | Added |
| Natixis Advisors, L.P. | 2,218,778 | $21.9M | 0.07% | +80,733+3.8% | Added |
| Renaissance Technologies LLC | 1,967,270 | $19.4M | 0.03% | −161,000−7.6% | Reduced |
| Envestnet Asset Management Inc | 1,927,727 | $19.0M | 0.01% | −17,052−0.9% | Reduced |
| Royal Bank of Canada | 1,346,877 | $13.3M | 0.00% | −113,930−7.8% | Reduced |
| American Century Companies Inc | 1,137,275 | $11.2M | 0.01% | +67,464+6.3% | Added |
| Causeway Capital Management LLC | 1,033,076 | $10.2M | 0.27% | −633,250−38.0% | Reduced |
| Federated Hermes, Inc. | 964,601 | $9.50M | 0.03% | −24,947−2.5% | Reduced |
| Capricorn Fund Managers Ltd | 920,334 | $9.07M | 3.15% | +920,334 | New |
| JPMorgan Chase & Co | 850,002 | $8.37M | 0.00% | −58,487−6.4% | Reduced |
| Anderson Hoagland & Co | 828,637 | $8.16M | 1.09% | +315,394+61.5% | Added |
| CIBC World Markets Inc. | 802,032 | $7.90M | 0.03% | −6,873−0.8% | Reduced |
| Qube Research & Technologies Ltd | 789,521 | $7.78M | 0.02% | +381,034+93.3% | Added |
| CIBC Asset Management Inc | 706,860 | $6.96M | 0.03% | −21,625−3.0% | Reduced |
| XY Capital Ltd | 677,984 | $6.68M | 6.12% | +677,984 | New |
| Franklin Resources Inc | 601,676 | $5.93M | 0.00% | −11,643−1.9% | Reduced |
| Raymond James & Associates | 586,345 | $5.78M | 0.00% | −19,986−3.3% | Reduced |
| Sawtooth Solutions, LLC | 494,972 | $4.88M | 0.16% | −2,365−0.5% | Reduced |
| Bleakley Financial Group, LLC | 494,972 | $4.88M | 0.17% | −2,365−0.5% | Reduced |
| Gilman Hill Asset Management, LLC | 443,844 | $4.37M | 0.86% | −13,890−3.0% | Reduced |
| Stifel Financial Corp | 438,232 | $4.32M | 0.01% | +8,928+2.1% | Added |
| Crossmark Global Holdings, Inc. | 425,480 | $4.24M | 0.10% | −8,890−2.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 393,093 | $3.87M | 0.06% | +132,361+50.8% | Added |
| Ramirez Asset Management, Inc. | 379,582 | $3.74M | 0.80% | +379,582 | New |
| Truist Financial Corp | 376,346 | $3.71M | 0.01% | −18,473−4.7% | Reduced |
| Bank of New York Mellon Corp | 356,033 | $3.51M | 0.00% | −35,005−9.0% | Reduced |
| Ninety One UK Ltd | 348,119 | $3.43M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 344,443 | $3.39M | 0.00% | −7,770−2.2% | Reduced |
| Bank of Montreal | 328,883 | $3.35M | 0.00% | −4,786−1.4% | Reduced |
| Ethic Inc. | 325,999 | $3.21M | 0.11% | +70,632+27.7% | Added |
| Mariner, LLC | 322,167 | $3.17M | 0.01% | +15,922+5.2% | Added |
| Brinker Capital Investments, LLC | 314,757 | $3.10M | 0.04% | −23,107−6.8% | Reduced |
| Orion Portfolio Solutions, LLC | 314,757 | $3.10M | 0.04% | −23,107−6.8% | Reduced |
| Greenleaf Trust | 294,822 | $2.90M | 0.03% | −820.0% | Reduced |
| Advisor Partners II, LLC | 282,579 | $2.78M | 0.11% | +47,347+20.1% | Added |
| Susquehanna International Group, LLP | 278,479 | $2.74M | 0.00% | +261,369+1,527.6% | Added |
| SEI Investments Co | 277,062 | $2.73M | 0.00% | −69,365−20.0% | Reduced |
| Veriti Management LLC | 274,054 | $2.70M | 0.31% | +706+0.3% | Added |
| QRG Capital Management, Inc. | 267,297 | $2.63M | 0.05% | +267,297 | New |
| US Bancorp | 258,794 | $2.55M | 0.00% | −5,451−2.1% | Reduced |
| Citadel Advisors LLC | 240,159 | $2.37M | 0.00% | −823,507−77.4% | Reduced |
| Integrated Wealth Concepts LLC | 237,330 | $2.34M | 0.04% | +1,839+0.8% | Added |
| Jane Street Group, LLC | 229,461 | $2.26M | 0.00% | −834,469−78.4% | Reduced |
| Creative Planning | 226,820 | $2.23M | 0.00% | +30,733+15.7% | Added |
| LPL Financial LLC | 225,527 | $2.22M | 0.00% | −12,834−5.4% | Reduced |
| Cerity Partners LLC | 220,979 | $2.18M | 0.01% | −19,260−8.0% | Reduced |
| Eagle Global Advisors LLC | 204,000 | $2.01M | 0.13% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 203,465 | $2.00M | 0.00% | −861−0.4% | Reduced |
| Millennium Management LLC | 198,854 | $1.96M | 0.00% | −412,276−67.5% | Reduced |
| Ameriprise Financial Inc | 197,652 | $1.95M | 0.00% | −628−0.3% | Reduced |
| BTC Capital Management, Inc. | 197,385 | $1.94M | 0.22% | +2,677+1.4% | Added |
| The PNC Financial Services Group, Inc. | 196,702 | $1.94M | 0.00% | −12,086−5.8% | Reduced |
| Regions Financial Corp | 194,380 | $1.91M | 0.02% | −9,603−4.7% | Reduced |
| Quantinno Capital Management LP | 190,881 | $1.88M | 0.09% | +50,068+35.6% | Added |
| Legacy Wealth Asset Management, LLC | 190,683 | $1.88M | 0.69% | +24,036+14.4% | Added |
| Signaturefd, LLC | 180,041 | $1.77M | 0.05% | +9,894+5.8% | Added |
| HAP Trading, LLC | 177,783 | $1.75M | 0.43% | +177,783 | New |
| Wetherby Asset Management Inc | 171,599 | $1.69M | 0.10% | +6,218+3.8% | Added |
| Forum Financial Management, LP | 163,313 | $1.61M | 0.04% | 00.0% | Unchanged |
| Rhumbline Advisers | 161,424 | $1.59M | 0.00% | +2,652+1.7% | Added |
| Georgetown University | 157,800 | $1.55M | 0.56% | +2,565+1.7% | Added |
| Boston Partners | 156,314 | $1.54M | 0.00% | −141,761−47.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 152,777 | $1.50M | 0.24% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 152,070 | $1.50M | 0.00% | +65,263+75.2% | Added |
| Banco Santander, S.A. | 151,300 | $1.49M | 0.02% | −5,700−3.6% | Reduced |
| Capital Fund Management S.A. | 150,110 | $1.48M | 0.02% | +150,110 | New |
| Walleye Trading LLC | 143,087 | $1.41M | 0.03% | +143,087 | New |
| Mercer Global Advisors Inc | 141,523 | $1.39M | 0.01% | +5,804+4.3% | Added |
| Sanders Capital, LLC | 140,363 | $1.38M | 0.00% | +2,400+1.7% | Added |
| Advisor Group Holdings, Inc. | 133,610 | $1.32M | 0.00% | +13,458+11.2% | Added |
| Flow Traders U.S. LLC | 127,135 | $1.25M | 0.06% | +127,135 | New |
| Orbis Allan Gray Ltd | 125,203 | $1.23M | 0.01% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 124,345 | $1.22M | 0.00% | +16,141+14.9% | Added |
| Two Sigma Investments, LP | 122,800 | $1.21M | 0.00% | −50,800−29.3% | Reduced |
| Cresset Asset Management, LLC | 121,221 | $1.19M | 0.01% | +22,795+23.2% | Added |
| M&T Bank Corp | 118,976 | $1.17M | 0.00% | +4,324+3.8% | Added |
| JustInvest LLC | 115,414 | $1.14M | 0.03% | +18,161+18.7% | Added |
| Yousif Capital Management, LLC | 110,316 | $1.09M | 0.01% | −5,670−4.9% | Reduced |
| Westwood Holdings Group Inc. | 102,789 | $1.01M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 100,360 | $983.1K | 0.00% | +490+0.5% | Added |
| Johnson Investment Counsel Inc | 96,121 | $946.8K | 0.01% | +121+0.1% | Added |
| Captrust Financial Advisors | 94,467 | $930.5K | 0.00% | +55,286+141.1% | Added |
| Naviter Wealth, LLC | 92,323 | $909.4K | 0.22% | +4,658+5.3% | Added |
| Ritholtz Wealth Management | 90,405 | $890.5K | 0.04% | +25,374+39.0% | Added |
| Morningstar Investment Services LLC | 82,028 | $827.0K | 0.01% | +4,362+5.6% | Added |
| Dorsey & Whitney Trust CO LLC | 81,301 | $800.8K | 0.07% | +2,299+2.9% | Added |
| Eagle Asset Management Inc | 78,860 | $776.8K | 0.00% | −2,170−2.7% | Reduced |
| Vident Advisory, LLC | 78,584 | $774.1K | 0.02% | +78,584 | New |
| Oppenheimer Asset Management Inc. | 78,361 | $771.9K | 0.01% | −65,306−45.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 76,450 | $753.0K | 0.08% | +2,312+3.1% | Added |