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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 75,760 | $746.2K | 0.03% | +1,740+2.4% | Added |
| GWM Advisors LLC | 75,150 | $740.2K | 0.01% | −4,654−5.8% | Reduced |
| Schechter Investment Advisors, LLC | 72,708 | $716.2K | 0.07% | +2,019+2.9% | Added |
| Sequoia Financial Advisors, LLC | 71,027 | $699.6K | 0.01% | +3,502+5.2% | Added |
| Investors Research Corp | 70,529 | $694.7K | 0.18% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 66,010 | $650.2K | 0.07% | +901+1.4% | Added |
| Mission Wealth Management, LP | 65,139 | $641.6K | 0.02% | −1,105−1.7% | Reduced |
| Guggenheim Capital LLC | 64,918 | $639.4K | 0.01% | −28,740−30.7% | Reduced |
| MML Investors Services, LLC | 64,516 | $635.0K | 0.00% | −4,474−6.5% | Reduced |
| PEAK6 Investments LLC | 64,008 | $630.5K | 0.03% | +62,987+6,169.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 62,533 | $615.9K | 0.00% | +62,533 | New |
| Pacer Advisors, Inc. | 61,164 | $602.5K | 0.00% | +1,238+2.1% | Added |
| Vise Technologies, Inc. | 60,895 | $599.8K | 0.15% | −12,825−17.4% | Reduced |
| Quadrant Capital Group LLC | 59,807 | $589.1K | 0.06% | +7,570+14.5% | Added |
| BNP Paribas Arbitrage, SA | 58,331 | $574.6K | 0.00% | +78+0.1% | Added |
| Principal Street Partners, LLC | 57,898 | $570.3K | 0.11% | +28,949+100.0% | Added |
| Lake Street Advisors Group, LLC | 57,133 | $563.0K | 0.03% | +541+1.0% | Added |
| Gradient Investments LLC | 56,695 | $558.4K | 0.01% | +1,110+2.0% | Added |
| Covenant Partners, LLC | 55,785 | $549.5K | 0.20% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 54,395 | $535.8K | 0.16% | −56,005−50.7% | Reduced |
| First Republic Investment Management, Inc. | 54,008 | $532.0K | 0.00% | −33,459−38.3% | Reduced |
| Evergreen Capital Management LLC | 51,813 | $510.4K | 0.02% | +2,010+4.0% | Added |
| Vanguard Capital Wealth Advisors | 50,215 | $494.6K | 0.46% | −2,615−4.9% | Reduced |
| Park Avenue Securities LLC | 49,550 | $488.0K | 0.01% | −1,036−2.0% | Reduced |
| Janney Montgomery Scott LLC | 49,223 | $485.0K | 0.00% | −34−0.1% | Reduced |
| Schroder Investment Management Group | 48,291 | $475.7K | 0.00% | −46,873−49.3% | Reduced |
| HRT Financial LP | 46,152 | $454.0K | 0.00% | −106,819−69.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 45,990 | $453.0K | 0.00% | +623+1.4% | Added |
| Zions Bancorporation, N.A. | 45,806 | $451.2K | 0.04% | +9,033+24.6% | Added |
| Checchi Capital Advisers, LLC | 45,434 | $447.5K | 0.04% | +5,940+15.0% | Added |
| Inspire Advisors, LLC | 44,988 | $443.1K | 0.08% | +364+0.8% | Added |
| Parallel Advisors, LLC | 42,459 | $418.2K | 0.01% | +1,140+2.8% | Added |
| CAPROCK Group, Inc. | 41,988 | $413.6K | 0.03% | +14,552+53.0% | Added |
| PDS Planning, Inc | 39,547 | $389.5K | 0.05% | +1,940+5.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 39,410 | $388.2K | 0.06% | −6,994−15.1% | Reduced |
| Tudor Investment Corp Et Al | 39,305 | $387.2K | 0.01% | +39,305 | New |
| Squarepoint Ops LLC | 38,496 | $379.2K | 0.00% | −45,344−54.1% | Reduced |
| RNC Capital Management LLC | 38,110 | $375.4K | 0.02% | −440−1.1% | Reduced |
| Channing Global Advisors, LLC | 38,050 | $374.8K | 0.37% | +4,774+14.3% | Added |
| Parallax Volatility Advisers, L.P. | 37,330 | $367.7K | 0.01% | +37,330 | New |
| Sage Rhino Capital LLC | 36,771 | $362.2K | 0.10% | +1,172+3.3% | Added |
| Ballentine Partners, LLC | 36,454 | $359.1K | 0.01% | +1,720+5.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 35,707 | $351.7K | 0.00% | +2,715+8.2% | Added |
| Advisors Asset Management, Inc. | 34,975 | $344.5K | 0.01% | −3,326−8.7% | Reduced |
| Gallacher Capital Management LLC | 34,105 | $335.9K | 0.21% | −4,228−11.0% | Reduced |
| Mather Group, LLC. | 32,678 | $321.9K | 0.01% | −160.0% | Reduced |
| Private Advisor Group, LLC | 30,193 | $297.4K | 0.00% | +275+0.9% | Added |
| Umb Bank N A | 30,125 | $296.7K | 0.00% | +26,920+839.9% | Added |
| Cable Hill Partners, LLC | 30,119 | $296.7K | 0.04% | +30,119 | New |
| Boston Private Wealth LLC | 29,980 | $295.3K | 0.01% | −2,323−7.2% | Reduced |
| Cetera Investment Advisers | 29,523 | $290.8K | 0.00% | −552−1.8% | Reduced |
| Davenport & Co LLC | 29,492 | $290.5K | 0.00% | +5,615+23.5% | Added |
| Atlas Capital Advisors LLC | 28,028 | $276.1K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 27,934 | $275.1K | 0.01% | +7,466+36.5% | Added |
| Jefferies Financial Group Inc. | 27,663 | $272.5K | 0.01% | +3,331+13.7% | Added |
| Glenmede Trust Co NA | 26,962 | $265.6K | 0.00% | +8,361+44.9% | Added |
| HSBC Holdings PLC | 24,551 | $241.8K | 0.00% | −251−1.0% | Reduced |
| Five Oceans Advisors | 24,426 | $240.6K | 0.15% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 23,642 | $232.9K | 0.02% | +592+2.6% | Added |
| SYSTM Wealth Solutions LLC | 23,405 | $230.5K | 0.04% | −6,884−22.7% | Reduced |
| Pzena Investment Management LLC | 23,154 | $228.1K | 0.00% | −500−2.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,616 | $222.8K | 0.00% | +22,616 | New |
| Werba Rubin Papier Wealth Management | 22,317 | $219.8K | 0.08% | +2,548+12.9% | Added |
| Stokes Family Office, LLC | 22,181 | $218.5K | 0.03% | +22,181 | New |
| Aquatic Capital Management LLC | 21,100 | $208.0K | 0.01% | +21,100 | New |
| Ewa, LLC | 22,328 | $206.8K | 0.13% | +524+2.4% | Added |
| Dana Investment Advisors, Inc. | 20,519 | $202.1K | 0.01% | +20,519 | New |
| Barclays PLC | 20,000 | $197.0K | 0.00% | +20,000 | New |
| AlphaQ Advisors LLC | 19,857 | $195.6K | 0.17% | −1,800−8.3% | Reduced |
| Kestra Advisory Services, LLC | 19,540 | $192.5K | 0.00% | +512+2.7% | Added |
| Fisher Asset Management, LLC | 19,409 | $191.2K | 0.00% | +178+0.9% | Added |
| Prudential Financial Inc | 19,368 | $190.8K | 0.00% | +190+1.0% | Added |
| Ieq Capital, LLC | 19,163 | $188.8K | 0.00% | +4,358+29.4% | Added |
| Cetera Advisor Networks LLC | 19,024 | $187.4K | 0.00% | +1,043+5.8% | Added |
| Prudent Man Advisors, LLC | 18,918 | $186.3K | 0.07% | −643−3.3% | Reduced |
| Russell Investments Group, Ltd. | 18,018 | $177.5K | 0.00% | −38,025−67.8% | Reduced |
| Credential Qtrade Securities Inc. | 17,957 | $176.9K | 0.01% | −1,111−5.8% | Reduced |
| Drive Wealth Management, LLC | 17,748 | $174.8K | 0.06% | +2,343+15.2% | Added |
| New Republic Capital, LLC | 17,563 | $172.9K | 0.14% | −2,310−11.6% | Reduced |
| West Family Investments, Inc. | 17,515 | $172.5K | 0.06% | +910+5.5% | Added |
| Pathstone Family Office, LLC | 17,223 | $169.6K | 0.00% | +5,120+42.3% | Added |
| Valeo Financial Advisors, LLC | 17,113 | $168.6K | 0.01% | −1,423−7.7% | Reduced |
| Pitcairn Co | 16,633 | $163.8K | 0.01% | +501+3.1% | Added |
| Stephens Inc | 16,436 | $161.9K | 0.00% | −1,073−6.1% | Reduced |
| Lindbrook Capital, LLC | 15,901 | $156.6K | 0.02% | +2,822+21.6% | Added |
| Keybank National Association | 15,386 | $151.6K | 0.00% | +1,741+12.8% | Added |
| Nilsine Partners, LLC | 15,020 | $147.9K | 0.02% | +429+2.9% | Added |
| First Affirmative Financial Network | 14,593 | $143.7K | 0.14% | +3,373+30.1% | Added |
| Marshall Wace, LLP | 14,147 | $139.3K | 0.00% | −1,275,034−98.9% | Reduced |
| Commonwealth Equity Services, LLC | 14,133 | $139.0K | 0.00% | +1,235+9.6% | Added |
| CWM, LLC | 14,054 | $138.0K | 0.00% | +115+0.8% | Added |
| State Street Corp | 13,954 | $137.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 13,620 | $134.2K | 0.00% | +622+4.8% | Added |
| Centiva Capital, LP | 13,174 | $129.8K | 0.01% | +13,174 | New |
| Huntington National Bank | 12,659 | $124.7K | 0.00% | −841−6.2% | Reduced |
| Clarius Group, LLC | 12,412 | $122.3K | 0.01% | +12,412 | New |
| Icon Wealth Partners, LLC | 12,388 | $122.0K | 0.01% | −75−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 11,647 | $114.7K | 0.00% | +144+1.3% | Added |
| CWM Advisors, LLC | 11,047 | $108.8K | 0.01% | −387−3.4% | Reduced |
| FDx Advisors, Inc. | 10,893 | $107.0K | 0.01% | −3,397−23.8% | Reduced |