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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 19,368 | $190.8K | 0.00% | +190+1.0% | Added |
| Fisher Asset Management, LLC | 19,409 | $191.2K | 0.00% | +178+0.9% | Added |
| Kestra Advisory Services, LLC | 19,540 | $192.5K | 0.00% | +512+2.7% | Added |
| AlphaQ Advisors LLC | 19,857 | $195.6K | 0.17% | −1,800−8.3% | Reduced |
| Barclays PLC | 20,000 | $197.0K | 0.00% | +20,000 | New |
| Dana Investment Advisors, Inc. | 20,519 | $202.1K | 0.01% | +20,519 | New |
| Ewa, LLC | 22,328 | $206.8K | 0.13% | +524+2.4% | Added |
| Aquatic Capital Management LLC | 21,100 | $208.0K | 0.01% | +21,100 | New |
| Stokes Family Office, LLC | 22,181 | $218.5K | 0.03% | +22,181 | New |
| Werba Rubin Papier Wealth Management | 22,317 | $219.8K | 0.08% | +2,548+12.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 22,616 | $222.8K | 0.00% | +22,616 | New |
| Pzena Investment Management LLC | 23,154 | $228.1K | 0.00% | −500−2.1% | Reduced |
| SYSTM Wealth Solutions LLC | 23,405 | $230.5K | 0.04% | −6,884−22.7% | Reduced |
| Rehmann Capital Advisory Group | 23,642 | $232.9K | 0.02% | +592+2.6% | Added |
| Five Oceans Advisors | 24,426 | $240.6K | 0.15% | 00.0% | Unchanged |
| HSBC Holdings PLC | 24,551 | $241.8K | 0.00% | −251−1.0% | Reduced |
| Glenmede Trust Co NA | 26,962 | $265.6K | 0.00% | +8,361+44.9% | Added |
| Jefferies Financial Group Inc. | 27,663 | $272.5K | 0.01% | +3,331+13.7% | Added |
| Advisory Services Network, LLC | 27,934 | $275.1K | 0.01% | +7,466+36.5% | Added |
| Atlas Capital Advisors LLC | 28,028 | $276.1K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 29,492 | $290.5K | 0.00% | +5,615+23.5% | Added |
| Cetera Investment Advisers | 29,523 | $290.8K | 0.00% | −552−1.8% | Reduced |
| Boston Private Wealth LLC | 29,980 | $295.3K | 0.01% | −2,323−7.2% | Reduced |
| Cable Hill Partners, LLC | 30,119 | $296.7K | 0.04% | +30,119 | New |
| Umb Bank N A | 30,125 | $296.7K | 0.00% | +26,920+839.9% | Added |
| Private Advisor Group, LLC | 30,193 | $297.4K | 0.00% | +275+0.9% | Added |
| Mather Group, LLC. | 32,678 | $321.9K | 0.01% | −160.0% | Reduced |
| Gallacher Capital Management LLC | 34,105 | $335.9K | 0.21% | −4,228−11.0% | Reduced |
| Advisors Asset Management, Inc. | 34,975 | $344.5K | 0.01% | −3,326−8.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 35,707 | $351.7K | 0.00% | +2,715+8.2% | Added |
| Ballentine Partners, LLC | 36,454 | $359.1K | 0.01% | +1,720+5.0% | Added |
| Sage Rhino Capital LLC | 36,771 | $362.2K | 0.10% | +1,172+3.3% | Added |
| Parallax Volatility Advisers, L.P. | 37,330 | $367.7K | 0.01% | +37,330 | New |
| Channing Global Advisors, LLC | 38,050 | $374.8K | 0.37% | +4,774+14.3% | Added |
| RNC Capital Management LLC | 38,110 | $375.4K | 0.02% | −440−1.1% | Reduced |
| Squarepoint Ops LLC | 38,496 | $379.2K | 0.00% | −45,344−54.1% | Reduced |
| Tudor Investment Corp Et Al | 39,305 | $387.2K | 0.01% | +39,305 | New |
| Pinnacle Wealth Planning Services, Inc. | 39,410 | $388.2K | 0.06% | −6,994−15.1% | Reduced |
| PDS Planning, Inc | 39,547 | $389.5K | 0.05% | +1,940+5.2% | Added |
| CAPROCK Group, Inc. | 41,988 | $413.6K | 0.03% | +14,552+53.0% | Added |
| Parallel Advisors, LLC | 42,459 | $418.2K | 0.01% | +1,140+2.8% | Added |
| Inspire Advisors, LLC | 44,988 | $443.1K | 0.08% | +364+0.8% | Added |
| Checchi Capital Advisers, LLC | 45,434 | $447.5K | 0.04% | +5,940+15.0% | Added |
| Zions Bancorporation, N.A. | 45,806 | $451.2K | 0.04% | +9,033+24.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 45,990 | $453.0K | 0.00% | +623+1.4% | Added |
| HRT Financial LP | 46,152 | $454.0K | 0.00% | −106,819−69.8% | Reduced |
| Schroder Investment Management Group | 48,291 | $475.7K | 0.00% | −46,873−49.3% | Reduced |
| Janney Montgomery Scott LLC | 49,223 | $485.0K | 0.00% | −34−0.1% | Reduced |
| Park Avenue Securities LLC | 49,550 | $488.0K | 0.01% | −1,036−2.0% | Reduced |
| Vanguard Capital Wealth Advisors | 50,215 | $494.6K | 0.46% | −2,615−4.9% | Reduced |
| Evergreen Capital Management LLC | 51,813 | $510.4K | 0.02% | +2,010+4.0% | Added |
| First Republic Investment Management, Inc. | 54,008 | $532.0K | 0.00% | −33,459−38.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 54,395 | $535.8K | 0.16% | −56,005−50.7% | Reduced |
| Covenant Partners, LLC | 55,785 | $549.5K | 0.20% | 00.0% | Unchanged |
| Gradient Investments LLC | 56,695 | $558.4K | 0.01% | +1,110+2.0% | Added |
| Lake Street Advisors Group, LLC | 57,133 | $563.0K | 0.03% | +541+1.0% | Added |
| Principal Street Partners, LLC | 57,898 | $570.3K | 0.11% | +28,949+100.0% | Added |
| BNP Paribas Arbitrage, SA | 58,331 | $574.6K | 0.00% | +78+0.1% | Added |
| Quadrant Capital Group LLC | 59,807 | $589.1K | 0.06% | +7,570+14.5% | Added |
| Vise Technologies, Inc. | 60,895 | $599.8K | 0.15% | −12,825−17.4% | Reduced |
| Pacer Advisors, Inc. | 61,164 | $602.5K | 0.00% | +1,238+2.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 62,533 | $615.9K | 0.00% | +62,533 | New |
| PEAK6 Investments LLC | 64,008 | $630.5K | 0.03% | +62,987+6,169.1% | Added |
| MML Investors Services, LLC | 64,516 | $635.0K | 0.00% | −4,474−6.5% | Reduced |
| Guggenheim Capital LLC | 64,918 | $639.4K | 0.01% | −28,740−30.7% | Reduced |
| Mission Wealth Management, LP | 65,139 | $641.6K | 0.02% | −1,105−1.7% | Reduced |
| Verdence Capital Advisors LLC | 66,010 | $650.2K | 0.07% | +901+1.4% | Added |
| Investors Research Corp | 70,529 | $694.7K | 0.18% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 71,027 | $699.6K | 0.01% | +3,502+5.2% | Added |
| Schechter Investment Advisors, LLC | 72,708 | $716.2K | 0.07% | +2,019+2.9% | Added |
| GWM Advisors LLC | 75,150 | $740.2K | 0.01% | −4,654−5.8% | Reduced |
| Independent Advisor Alliance | 75,760 | $746.2K | 0.03% | +1,740+2.4% | Added |
| Mount Yale Investment Advisors, LLC | 76,450 | $753.0K | 0.08% | +2,312+3.1% | Added |
| Oppenheimer Asset Management Inc. | 78,361 | $771.9K | 0.01% | −65,306−45.5% | Reduced |
| Vident Advisory, LLC | 78,584 | $774.1K | 0.02% | +78,584 | New |
| Eagle Asset Management Inc | 78,860 | $776.8K | 0.00% | −2,170−2.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 81,301 | $800.8K | 0.07% | +2,299+2.9% | Added |
| Morningstar Investment Services LLC | 82,028 | $827.0K | 0.01% | +4,362+5.6% | Added |
| Ritholtz Wealth Management | 90,405 | $890.5K | 0.04% | +25,374+39.0% | Added |
| Naviter Wealth, LLC | 92,323 | $909.4K | 0.22% | +4,658+5.3% | Added |
| Captrust Financial Advisors | 94,467 | $930.5K | 0.00% | +55,286+141.1% | Added |
| Johnson Investment Counsel Inc | 96,121 | $946.8K | 0.01% | +121+0.1% | Added |
| CI Private Wealth, LLC | 100,360 | $983.1K | 0.00% | +490+0.5% | Added |
| Westwood Holdings Group Inc. | 102,789 | $1.01M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 110,316 | $1.09M | 0.01% | −5,670−4.9% | Reduced |
| JustInvest LLC | 115,414 | $1.14M | 0.03% | +18,161+18.7% | Added |
| M&T Bank Corp | 118,976 | $1.17M | 0.00% | +4,324+3.8% | Added |
| Cresset Asset Management, LLC | 121,221 | $1.19M | 0.01% | +22,795+23.2% | Added |
| Two Sigma Investments, LP | 122,800 | $1.21M | 0.00% | −50,800−29.3% | Reduced |
| Massachusetts Financial Services Co | 124,345 | $1.22M | 0.00% | +16,141+14.9% | Added |
| Orbis Allan Gray Ltd | 125,203 | $1.23M | 0.01% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 127,135 | $1.25M | 0.06% | +127,135 | New |
| Advisor Group Holdings, Inc. | 133,610 | $1.32M | 0.00% | +13,458+11.2% | Added |
| Sanders Capital, LLC | 140,363 | $1.38M | 0.00% | +2,400+1.7% | Added |
| Mercer Global Advisors Inc | 141,523 | $1.39M | 0.01% | +5,804+4.3% | Added |
| Walleye Trading LLC | 143,087 | $1.41M | 0.03% | +143,087 | New |
| Capital Fund Management S.A. | 150,110 | $1.48M | 0.02% | +150,110 | New |
| Banco Santander, S.A. | 151,300 | $1.49M | 0.02% | −5,700−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 152,070 | $1.50M | 0.00% | +65,263+75.2% | Added |
| Te Ahumairangi Investment Management Ltd | 152,777 | $1.50M | 0.24% | 00.0% | Unchanged |