Sumitomo Mitsui Financial Group, Inc.

SMFG

Exchange: NYSE
Industry: Commercial Banks, NEC
SEC CIK: 0001022837

SEC filings (opens in a new tab)

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

Q3 2023 vs. Q2 2023

How the institutions holding Sumitomo Mitsui Financial Group, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023 All holders in Q2 2023

13F holders of SMFG: Q2 2023 compared with Q3 2023
Measure	Q2 2023	Of which not filed for Q3 2023	Q3 2023	Change
Holders	265	1	272	+8
Shares	108.9M	275.3K	100.0M	−8.61M (−7.9%)
Value	$936.6M	$2.37M	$984.8M	+$50.6M (+5.4%)

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to SMFG in Q3 2023
Institution	Shares	Value	% of portfolio
Capricorn Fund Managers Ltd	920,334	$9.07M	3.15%
XY Capital Ltd	677,984	$6.68M	6.12%
Ramirez Asset Management, Inc.	379,582	$3.74M	0.80%
QRG Capital Management, Inc.	267,297	$2.63M	0.05%
HAP Trading, LLC	177,783	$1.75M	0.43%
Capital Fund Management S.A.	150,110	$1.48M	0.02%
Walleye Trading LLC	143,087	$1.41M	0.03%
Flow Traders U.S. LLC	127,135	$1.25M	0.06%
Vident Advisory, LLC	78,584	$774.1K	0.02%
Wealth Enhancement Advisory Services, LLC	62,533	$615.9K	0.00%
Tudor Investment Corp Et Al	39,305	$387.2K	0.01%
Parallax Volatility Advisers, L.P.	37,330	$367.7K	0.01%
Cable Hill Partners, LLC	30,119	$296.7K	0.04%
Envestnet Portfolio Solutions, Inc.	22,616	$222.8K	0.00%
Stokes Family Office, LLC	22,181	$218.5K	0.03%
Aquatic Capital Management LLC	21,100	$208.0K	0.01%
Dana Investment Advisors, Inc.	20,519	$202.1K	0.01%
Barclays PLC	20,000	$197.0K	0.00%
Centiva Capital, LP	13,174	$129.8K	0.01%
Clarius Group, LLC	12,412	$122.3K	0.01%
Legacy Financial Advisors, Inc.	10,443	$102.9K	0.02%
Wedmont Private Capital	10,167	$99.6K	0.01%
NBC Securities, Inc.	9,754	$96.0K	0.01%
Group One Trading, L.P.	2,299	$22.6K	0.00%
Bokf, NA	1,469	$14.2K	0.00%
Milestone Investment Advisors LLC	1,398	$13.8K	0.00%
Jones Financial Companies LLLP	317	$3.12K	0.00%
Bourgeon Capital Management LLC	134	$1.32K	0.00%
Provenance Wealth Advisors, LLC	50	$493	0.00%
Cornerstone Planning Group LLC	32	$315	0.00%

Sold out (22)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of SMFG in Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
Cowen and Company, LLC	2,800,730	$24.1M
Arrowstreet Capital, Limited Partnership	870,816	$7.49M
Voloridge Investment Management, LLC	589,576	$5.07M
D. E. Shaw & Co., Inc.	437,364	$3.76M
Ergoteles LLC	170,705	$1.47M
Connectus Wealth, LLC	91,101	$783.5K
Y-Intercept (Hong Kong) Ltd	54,389	$467.7K
Vident Investment Advisory, LLC	43,593	$374.8K
Legacy Capital Group California, Inc.	27,372	$235.4K
Rockefeller Capital Management L.P.	20,633	$177.4K
Vestmark Advisory Solutions, Inc.	14,833	$127.6K
Harbor Investment Advisory, LLC	13,650	$117.4K
Neuberger Berman Group LLC	12,423	$106.8K
Balyasny Asset Management LLC	11,839	$101.8K
Freestone Capital Holdings, LLC	11,224	$96.5K
Axq Capital, LP	10,856	$93.4K
National Bank of Canada	461	$3.95K
TD Ameritrade Investment Management, LLC	200	$2.00K
Impact Partnership Wealth, LLC	224	$1.93K
Coppell Advisory Solutions LLC	57	$492
Sandy Spring Bank	2	$17
Sofos Investments, Inc.	9	–

Not filed for Q3 2023 yet (1)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMFG in Q2 2023 that haven't filed for Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
Thomas White International Ltd	275,348	$2.37M