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 |
|---|---|---|---|---|---|
| Keel Point, LLC | 10,800 | $106.4K | 0.01% | −720−6.3% | Reduced |
| Snowden Capital Advisors LLC | 10,650 | $104.9K | 0.00% | +505+5.0% | Added |
| Beacon Pointe Advisors, LLC | 10,616 | $104.6K | 0.00% | −936−8.1% | Reduced |
| Legacy Financial Advisors, Inc. | 10,443 | $102.9K | 0.02% | +10,443 | New |
| Buckingham Strategic Wealth, LLC | 10,350 | $101.9K | 0.00% | +152+1.5% | Added |
| Wedmont Private Capital | 10,167 | $99.6K | 0.01% | +10,167 | New |
| Seven Mile Advisory | 10,075 | $99.2K | 0.10% | +58+0.6% | Added |
| NBC Securities, Inc. | 9,754 | $96.0K | 0.01% | +9,754 | New |
| Allspring Global Investments Holdings, LLC | 8,501 | $83.7K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 8,300 | $81.8K | 0.02% | +2,000+31.7% | Added |
| Ronald Blue Trust, Inc. | 8,916 | $77.0K | 0.00% | +4,129+86.3% | Added |
| Rosenberg Matthew Hamilton | 6,530 | $64.3K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 5,977 | $58.9K | 0.01% | +600+11.2% | Added |
| Assetmark, Inc | 5,794 | $57.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,745 | $56.6K | 0.00% | +152+2.7% | Added |
| Parkside Financial Bank & Trust | 5,254 | $51.8K | 0.01% | +4,902+1,392.6% | Added |
| Hexagon Capital Partners LLC | 4,921 | $48.5K | 0.01% | −310−5.9% | Reduced |
| AXA S.A. | 4,595 | $45.3K | 0.00% | −190−4.0% | Reduced |
| Tower Research Capital LLC (TRC) | 4,270 | $42.1K | 0.00% | +1,029+31.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,728 | $36.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3,558 | $35.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,171 | $31.2K | 0.00% | −898−22.1% | Reduced |
| Global Retirement Partners, LLC | 2,869 | $27.2K | 0.00% | +1,228+74.8% | Added |
| Perritt Capital Management Inc | 2,500 | $24.6K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,299 | $22.6K | 0.00% | +2,299 | New |
| JFS Wealth Advisors, LLC | 2,274 | $22.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,201 | $21.7K | 0.00% | −924−29.6% | Reduced |
| Column Capital Advisors, LLC | 2,192 | $21.6K | 0.00% | +598+37.5% | Added |
| Fifth Third Bancorp | 2,169 | $21.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,770 | $17.4K | 0.00% | −185−9.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,697 | $16.7K | 0.00% | −78−4.4% | Reduced |
| Bokf, NA | 1,469 | $14.2K | 0.00% | +1,469 | New |
| Eagle Bay Advisors LLC | 1,426 | $14.0K | 0.01% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 1,398 | $13.8K | 0.00% | +1,398 | New |
| Toronto Dominion Bank | 1,000 | $9.85K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 867 | $9.00K | 0.00% | −6−0.7% | Reduced |
| Farther Finance Advisors, LLC | 894 | $8.81K | 0.00% | +664+288.7% | Added |
| Allworth Financial LP | 884 | $8.71K | 0.00% | +134+17.9% | Added |
| Manchester Capital Management LLC | 864 | $8.51K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 813 | $8.00K | 0.00% | −360−30.7% | Reduced |
| Cape Investment Advisory, Inc. | 684 | $6.74K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 595 | $6.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 601 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 590 | $5.81K | 0.00% | +450+321.4% | Added |
| Washington Trust Co | 555 | $5.47K | 0.00% | +8+1.5% | Added |
| Harbour Investments, Inc. | 546 | $5.38K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 526 | $5.18K | 0.00% | 00.0% | Unchanged |
| 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 |
| FinTrust Capital Advisors, LLC | 475 | $4.68K | 0.00% | −265−35.8% | Reduced |
| Proequities, Inc. | 396 | $3.90K | 0.00% | −31−7.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 341 | $3.36K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 317 | $3.12K | 0.00% | +317 | New |
| Nemes Rush Group LLC | 285 | $2.81K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 267 | $2.63K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 206 | $2.03K | 0.00% | 00.0% | Unchanged |
| 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 |
| Motco | 187 | $1.84K | 0.00% | −102−35.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 183 | $1.80K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 134 | $1.32K | 0.00% | +134 | New |
| Carolinas Wealth Consulting LLC | 132 | $1.28K | 0.00% | −134−50.4% | Reduced |
| Bell Investment Advisors, Inc | 119 | $1.17K | 0.00% | +56+88.9% | Added |
| Abound Wealth Management | 118 | $1.16K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 101 | $993 | 0.00% | +100+10,000.0% | Added |
| Grove Bank & Trust | 75 | $739 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 51 | $503 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 50 | $493 | 0.00% | +50 | New |
| Baystate Wealth Management LLC | 37 | $370 | 0.00% | −232−86.2% | Reduced |
| Cornerstone Planning Group LLC | 32 | $315 | 0.00% | +32 | New |
| JJJ Advisors Inc. | 5 | $50 | 0.00% | 00.0% | Unchanged |
| 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 |