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 |
|---|---|---|---|---|---|
| Boston Partners | 156,314 | $1.54M | 0.00% | −141,761−47.6% | Reduced |
| Georgetown University | 157,800 | $1.55M | 0.56% | +2,565+1.7% | Added |
| Rhumbline Advisers | 161,424 | $1.59M | 0.00% | +2,652+1.7% | Added |
| Forum Financial Management, LP | 163,313 | $1.61M | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 171,599 | $1.69M | 0.10% | +6,218+3.8% | Added |
| HAP Trading, LLC | 177,783 | $1.75M | 0.43% | +177,783 | New |
| Signaturefd, LLC | 180,041 | $1.77M | 0.05% | +9,894+5.8% | Added |
| Legacy Wealth Asset Management, LLC | 190,683 | $1.88M | 0.69% | +24,036+14.4% | Added |
| Quantinno Capital Management LP | 190,881 | $1.88M | 0.09% | +50,068+35.6% | Added |
| Regions Financial Corp | 194,380 | $1.91M | 0.02% | −9,603−4.7% | Reduced |
| The PNC Financial Services Group, Inc. | 196,702 | $1.94M | 0.00% | −12,086−5.8% | Reduced |
| BTC Capital Management, Inc. | 197,385 | $1.94M | 0.22% | +2,677+1.4% | Added |
| Ameriprise Financial Inc | 197,652 | $1.95M | 0.00% | −628−0.3% | Reduced |
| Millennium Management LLC | 198,854 | $1.96M | 0.00% | −412,276−67.5% | Reduced |
| HighTower Advisors, LLC | 203,465 | $2.00M | 0.00% | −861−0.4% | Reduced |
| Eagle Global Advisors LLC | 204,000 | $2.01M | 0.13% | 00.0% | Unchanged |
| Cerity Partners LLC | 220,979 | $2.18M | 0.01% | −19,260−8.0% | Reduced |
| LPL Financial LLC | 225,527 | $2.22M | 0.00% | −12,834−5.4% | Reduced |
| Creative Planning | 226,820 | $2.23M | 0.00% | +30,733+15.7% | Added |
| Jane Street Group, LLC | 229,461 | $2.26M | 0.00% | −834,469−78.4% | Reduced |
| Integrated Wealth Concepts LLC | 237,330 | $2.34M | 0.04% | +1,839+0.8% | Added |
| Citadel Advisors LLC | 240,159 | $2.37M | 0.00% | −823,507−77.4% | Reduced |
| US Bancorp | 258,794 | $2.55M | 0.00% | −5,451−2.1% | Reduced |
| QRG Capital Management, Inc. | 267,297 | $2.63M | 0.05% | +267,297 | New |
| Veriti Management LLC | 274,054 | $2.70M | 0.31% | +706+0.3% | Added |
| SEI Investments Co | 277,062 | $2.73M | 0.00% | −69,365−20.0% | Reduced |
| Susquehanna International Group, LLP | 278,479 | $2.74M | 0.00% | +261,369+1,527.6% | Added |
| Advisor Partners II, LLC | 282,579 | $2.78M | 0.11% | +47,347+20.1% | Added |
| Greenleaf Trust | 294,822 | $2.90M | 0.03% | −820.0% | Reduced |
| 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 |
| Mariner, LLC | 322,167 | $3.17M | 0.01% | +15,922+5.2% | Added |
| Ethic Inc. | 325,999 | $3.21M | 0.11% | +70,632+27.7% | Added |
| Bank of Montreal | 328,883 | $3.35M | 0.00% | −4,786−1.4% | Reduced |
| UBS Group AG | 344,443 | $3.39M | 0.00% | −7,770−2.2% | Reduced |
| Ninety One UK Ltd | 348,119 | $3.43M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 356,033 | $3.51M | 0.00% | −35,005−9.0% | Reduced |
| Truist Financial Corp | 376,346 | $3.71M | 0.01% | −18,473−4.7% | Reduced |
| Ramirez Asset Management, Inc. | 379,582 | $3.74M | 0.80% | +379,582 | New |
| O'Shaughnessy Asset Management, LLC | 393,093 | $3.87M | 0.06% | +132,361+50.8% | Added |
| Crossmark Global Holdings, Inc. | 425,480 | $4.24M | 0.10% | −8,890−2.0% | Reduced |
| Stifel Financial Corp | 438,232 | $4.32M | 0.01% | +8,928+2.1% | Added |
| Gilman Hill Asset Management, LLC | 443,844 | $4.37M | 0.86% | −13,890−3.0% | 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 |
| Raymond James & Associates | 586,345 | $5.78M | 0.00% | −19,986−3.3% | Reduced |
| Franklin Resources Inc | 601,676 | $5.93M | 0.00% | −11,643−1.9% | Reduced |
| XY Capital Ltd | 677,984 | $6.68M | 6.12% | +677,984 | New |
| CIBC Asset Management Inc | 706,860 | $6.96M | 0.03% | −21,625−3.0% | Reduced |
| Qube Research & Technologies Ltd | 789,521 | $7.78M | 0.02% | +381,034+93.3% | Added |
| CIBC World Markets Inc. | 802,032 | $7.90M | 0.03% | −6,873−0.8% | Reduced |
| Anderson Hoagland & Co | 828,637 | $8.16M | 1.09% | +315,394+61.5% | Added |
| JPMorgan Chase & Co | 850,002 | $8.37M | 0.00% | −58,487−6.4% | Reduced |
| Capricorn Fund Managers Ltd | 920,334 | $9.07M | 3.15% | +920,334 | New |
| Federated Hermes, Inc. | 964,601 | $9.50M | 0.03% | −24,947−2.5% | Reduced |
| Causeway Capital Management LLC | 1,033,076 | $10.2M | 0.27% | −633,250−38.0% | Reduced |
| American Century Companies Inc | 1,137,275 | $11.2M | 0.01% | +67,464+6.3% | Added |
| Royal Bank of Canada | 1,346,877 | $13.3M | 0.00% | −113,930−7.8% | Reduced |
| Envestnet Asset Management Inc | 1,927,727 | $19.0M | 0.01% | −17,052−0.9% | Reduced |
| Renaissance Technologies LLC | 1,967,270 | $19.4M | 0.03% | −161,000−7.6% | Reduced |
| Natixis Advisors, L.P. | 2,218,778 | $21.9M | 0.07% | +80,733+3.8% | Added |
| Dimensional Fund Advisors LP | 2,354,171 | $23.2M | 0.01% | +54,066+2.4% | Added |
| Bank of America Corp | 2,893,872 | $28.5M | 0.00% | −54,258−1.8% | Reduced |
| Invesco Ltd. | 3,189,494 | $31.4M | 0.01% | −679,859−17.6% | Reduced |
| Northern Trust Corp | 3,476,002 | $34.2M | 0.01% | −392,777−10.2% | Reduced |
| Cowen Investment Management LLC | 4,152,575 | $40.9M | 52.44% | −299,300−6.7% | Reduced |
| Lazard Asset Management LLC | 4,976,246 | $49.0M | 0.07% | −2,535,247−33.8% | Reduced |
| Wells Fargo & Company | 5,043,246 | $49.7M | 0.02% | +14,879+0.3% | Added |
| BlackRock Inc. | 6,412,421 | $63.2M | 0.00% | +170,774+2.7% | Added |
| FMR LLC | 6,960,908 | $68.6M | 0.01% | +600,360+9.4% | Added |
| Goldman Sachs Group Inc | 11,708,699 | $115.3M | 0.03% | −160,313−1.4% | Reduced |
| Morgan Stanley | 12,260,459 | $120.8M | 0.01% | −30,673−0.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −2,800,730−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −870,816−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −589,576−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −437,364−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −170,705−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −91,101−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −54,389−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −43,593−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −27,372−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −20,633−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −14,833−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −13,650−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −12,423−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,839−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −11,224−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −10,856−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −461−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Thomas White International Ltd | – | – | – | – | Not filed |