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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 5 | $50 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 32 | $315 | 0.00% | +32 | New |
| Baystate Wealth Management LLC | 37 | $370 | 0.00% | −232−86.2% | Reduced |
| Provenance Wealth Advisors, LLC | 50 | $493 | 0.00% | +50 | New |
| Glass Jacobson Investment Advisors llc | 51 | $503 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 75 | $739 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 101 | $993 | 0.00% | +100+10,000.0% | Added |
| Abound Wealth Management | 118 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 119 | $1.17K | 0.00% | +56+88.9% | Added |
| Carolinas Wealth Consulting LLC | 132 | $1.28K | 0.00% | −134−50.4% | Reduced |
| Bourgeon Capital Management LLC | 134 | $1.32K | 0.00% | +134 | New |
| Financial Synergies Wealth Advisors, Inc. | 183 | $1.80K | 0.00% | 00.0% | Unchanged |
| Motco | 187 | $1.84K | 0.00% | −102−35.3% | Reduced |
| Bessemer Group Inc | 227 | $2.00K | 0.00% | −2,750−92.4% | Reduced |
| TSFG, LLC | 173 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 153 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 206 | $2.03K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 267 | $2.63K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 285 | $2.81K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 317 | $3.12K | 0.00% | +317 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 341 | $3.36K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 396 | $3.90K | 0.00% | −31−7.3% | Reduced |
| FinTrust Capital Advisors, LLC | 475 | $4.68K | 0.00% | −265−35.8% | Reduced |
| Simplex Trading, LLC | 597 | $5.00K | 0.00% | −5,351−90.0% | Reduced |
| Financial Connections Group, Inc. | 561 | $5.00K | 0.01% | +10+1.8% | Added |
| Spire Wealth Management | 526 | $5.18K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 546 | $5.38K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 555 | $5.47K | 0.00% | +8+1.5% | Added |
| Northwestern Mutual Wealth Management Co | 590 | $5.81K | 0.00% | +450+321.4% | Added |
| Bollard Group LLC | 595 | $6.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 601 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 684 | $6.74K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 813 | $8.00K | 0.00% | −360−30.7% | Reduced |
| Manchester Capital Management LLC | 864 | $8.51K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 884 | $8.71K | 0.00% | +134+17.9% | Added |
| Farther Finance Advisors, LLC | 894 | $8.81K | 0.00% | +664+288.7% | Added |
| GW&K Investment Management, LLC | 867 | $9.00K | 0.00% | −6−0.7% | Reduced |
| Toronto Dominion Bank | 1,000 | $9.85K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 1,398 | $13.8K | 0.00% | +1,398 | New |
| Eagle Bay Advisors LLC | 1,426 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,469 | $14.2K | 0.00% | +1,469 | New |
| EverSource Wealth Advisors, LLC | 1,697 | $16.7K | 0.00% | −78−4.4% | Reduced |
| HHM Wealth Advisors, LLC | 1,770 | $17.4K | 0.00% | −185−9.5% | Reduced |
| Fifth Third Bancorp | 2,169 | $21.4K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,192 | $21.6K | 0.00% | +598+37.5% | Added |
| First Horizon Advisors, Inc. | 2,201 | $21.7K | 0.00% | −924−29.6% | Reduced |
| JFS Wealth Advisors, LLC | 2,274 | $22.4K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,299 | $22.6K | 0.00% | +2,299 | New |
| Perritt Capital Management Inc | 2,500 | $24.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,869 | $27.2K | 0.00% | +1,228+74.8% | Added |
| TD Private Client Wealth LLC | 3,171 | $31.2K | 0.00% | −898−22.1% | Reduced |
| Farmers & Merchants Investments Inc | 3,558 | $35.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,728 | $36.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,270 | $42.1K | 0.00% | +1,029+31.7% | Added |
| AXA S.A. | 4,595 | $45.3K | 0.00% | −190−4.0% | Reduced |
| Hexagon Capital Partners LLC | 4,921 | $48.5K | 0.01% | −310−5.9% | Reduced |
| Parkside Financial Bank & Trust | 5,254 | $51.8K | 0.01% | +4,902+1,392.6% | Added |
| IFP Advisors, Inc | 5,745 | $56.6K | 0.00% | +152+2.7% | Added |
| Assetmark, Inc | 5,794 | $57.1K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 5,977 | $58.9K | 0.01% | +600+11.2% | Added |
| Rosenberg Matthew Hamilton | 6,530 | $64.3K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8,916 | $77.0K | 0.00% | +4,129+86.3% | Added |
| Paradigm Asset Management Co LLC | 8,300 | $81.8K | 0.02% | +2,000+31.7% | Added |
| Allspring Global Investments Holdings, LLC | 8,501 | $83.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 9,754 | $96.0K | 0.01% | +9,754 | New |
| Seven Mile Advisory | 10,075 | $99.2K | 0.10% | +58+0.6% | Added |
| Wedmont Private Capital | 10,167 | $99.6K | 0.01% | +10,167 | New |
| Buckingham Strategic Wealth, LLC | 10,350 | $101.9K | 0.00% | +152+1.5% | Added |
| Legacy Financial Advisors, Inc. | 10,443 | $102.9K | 0.02% | +10,443 | New |
| Beacon Pointe Advisors, LLC | 10,616 | $104.6K | 0.00% | −936−8.1% | Reduced |
| Snowden Capital Advisors LLC | 10,650 | $104.9K | 0.00% | +505+5.0% | Added |
| Keel Point, LLC | 10,800 | $106.4K | 0.01% | −720−6.3% | Reduced |
| FDx Advisors, Inc. | 10,893 | $107.0K | 0.01% | −3,397−23.8% | Reduced |
| CWM Advisors, LLC | 11,047 | $108.8K | 0.01% | −387−3.4% | Reduced |
| Avantax Advisory Services, Inc. | 11,647 | $114.7K | 0.00% | +144+1.3% | Added |
| Icon Wealth Partners, LLC | 12,388 | $122.0K | 0.01% | −75−0.6% | Reduced |
| Clarius Group, LLC | 12,412 | $122.3K | 0.01% | +12,412 | New |
| Huntington National Bank | 12,659 | $124.7K | 0.00% | −841−6.2% | Reduced |
| Centiva Capital, LP | 13,174 | $129.8K | 0.01% | +13,174 | New |
| Citigroup Inc | 13,620 | $134.2K | 0.00% | +622+4.8% | Added |
| State Street Corp | 13,954 | $137.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 14,054 | $138.0K | 0.00% | +115+0.8% | Added |
| Commonwealth Equity Services, LLC | 14,133 | $139.0K | 0.00% | +1,235+9.6% | Added |
| Marshall Wace, LLP | 14,147 | $139.3K | 0.00% | −1,275,034−98.9% | Reduced |
| First Affirmative Financial Network | 14,593 | $143.7K | 0.14% | +3,373+30.1% | Added |
| Nilsine Partners, LLC | 15,020 | $147.9K | 0.02% | +429+2.9% | Added |
| Keybank National Association | 15,386 | $151.6K | 0.00% | +1,741+12.8% | Added |
| Lindbrook Capital, LLC | 15,901 | $156.6K | 0.02% | +2,822+21.6% | Added |
| Stephens Inc | 16,436 | $161.9K | 0.00% | −1,073−6.1% | Reduced |
| Pitcairn Co | 16,633 | $163.8K | 0.01% | +501+3.1% | Added |
| Valeo Financial Advisors, LLC | 17,113 | $168.6K | 0.01% | −1,423−7.7% | Reduced |
| Pathstone Family Office, LLC | 17,223 | $169.6K | 0.00% | +5,120+42.3% | Added |
| West Family Investments, Inc. | 17,515 | $172.5K | 0.06% | +910+5.5% | Added |
| New Republic Capital, LLC | 17,563 | $172.9K | 0.14% | −2,310−11.6% | Reduced |
| Drive Wealth Management, LLC | 17,748 | $174.8K | 0.06% | +2,343+15.2% | Added |
| Credential Qtrade Securities Inc. | 17,957 | $176.9K | 0.01% | −1,111−5.8% | Reduced |
| Russell Investments Group, Ltd. | 18,018 | $177.5K | 0.00% | −38,025−67.8% | Reduced |
| Prudent Man Advisors, LLC | 18,918 | $186.3K | 0.07% | −643−3.3% | Reduced |
| Cetera Advisor Networks LLC | 19,024 | $187.4K | 0.00% | +1,043+5.8% | Added |
| Ieq Capital, LLC | 19,163 | $188.8K | 0.00% | +4,358+29.4% | Added |