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, Q4 2023
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Dec 31, 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
- 308
- +43 vs. Q3 2023
- Shares held
- 94.1M
- −5.33M (−5.4%) vs. Q3 2023
- Total value
- $910.8M
- −$68.5M (−7.0%) vs. Q3 2023
- New holders
- 75
- 99 more added
- Sold out
- 32
- 103 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 13,382,451 | $129.5M | 0.01% | +1,121,992+9.2% | Added |
| Goldman Sachs Group Inc | 11,033,220 | $106.8M | 0.02% | −675,479−5.8% | Reduced |
| FMR LLC | 7,027,485 | $68.0M | 0.01% | +66,577+1.0% | Added |
| BlackRock Inc. | 6,644,207 | $64.3M | 0.00% | +231,786+3.6% | Added |
| Wells Fargo & Company | 4,270,062 | $41.3M | 0.01% | −773,184−15.3% | Reduced |
| Cowen Investment Management LLC | 4,151,575 | $40.2M | 49.29% | −1,0000.0% | Reduced |
| Northern Trust Corp | 3,394,454 | $32.9M | 0.01% | −81,548−2.3% | Reduced |
| Millennium Management LLC | 3,227,685 | $31.2M | 0.03% | +3,028,831+1,523.1% | Added |
| Dimensional Fund Advisors LP | 2,799,584 | $27.1M | 0.01% | +445,413+18.9% | Added |
| Invesco Ltd. | 2,490,505 | $24.1M | 0.01% | −698,989−21.9% | Reduced |
| Renaissance Technologies LLC | 1,716,070 | $16.6M | 0.03% | −251,200−12.8% | Reduced |
| Jane Street Group, LLC | 1,611,597 | $15.6M | 0.02% | +1,382,136+602.3% | Added |
| Bank of America Corp | 1,323,238 | $12.8M | 0.00% | −1,570,634−54.3% | Reduced |
| Envestnet Asset Management Inc | 1,222,036 | $11.8M | 0.00% | −705,691−36.6% | Reduced |
| American Century Companies Inc | 1,209,292 | $11.7M | 0.01% | +72,017+6.3% | Added |
| Causeway Capital Management LLC | 988,309 | $9.57M | 0.24% | −44,767−4.3% | Reduced |
| Royal Bank of Canada | 924,444 | $8.95M | 0.00% | −422,433−31.4% | Reduced |
| Anderson Hoagland & Co | 830,747 | $8.18M | 1.00% | +2,110+0.3% | Added |
| JPMorgan Chase & Co | 831,270 | $8.05M | 0.00% | −18,732−2.2% | Reduced |
| CIBC World Markets Inc. | 795,650 | $7.70M | 0.02% | −6,382−0.8% | Reduced |
| XY Capital Ltd | 763,968 | $7.40M | 7.53% | +85,984+12.7% | Added |
| CIBC Asset Management Inc | 659,201 | $6.38M | 0.02% | −47,659−6.7% | Reduced |
| Old Mission Capital LLC | 647,389 | $6.27M | 0.18% | +647,389 | New |
| Natixis Advisors, L.P. | 606,621 | $5.87M | 0.02% | −1,612,157−72.7% | Reduced |
| Franklin Resources Inc | 586,662 | $5.68M | 0.00% | −15,014−2.5% | Reduced |
| Qube Research & Technologies Ltd | 540,165 | $5.23M | 0.01% | −249,356−31.6% | Reduced |
| GTS Securities LLC | 528,651 | $5.12M | 0.11% | +528,651 | New |
| Moran Wealth Management, LLC | 526,526 | $5.10M | 0.18% | +526,526 | New |
| Sawtooth Solutions, LLC | 468,009 | $4.53M | 0.12% | −26,963−5.4% | Reduced |
| Bleakley Financial Group, LLC | 468,009 | $4.53M | 0.14% | −26,963−5.4% | Reduced |
| Stifel Financial Corp | 459,356 | $4.45M | 0.01% | +21,124+4.8% | Added |
| Pathstone Holdings, LLC | 441,814 | $4.28M | 0.02% | +441,814 | New |
| O'Shaughnessy Asset Management, LLC | 436,854 | $4.23M | 0.06% | +43,761+11.1% | Added |
| Crossmark Global Holdings, Inc. | 428,920 | $4.15M | 0.09% | +3,440+0.8% | Added |
| National Bank of Canada | 406,400 | $3.92M | 0.01% | +406,400 | New |
| Gilman Hill Asset Management, LLC | 402,469 | $3.90M | 0.73% | −41,375−9.3% | Reduced |
| Ramirez Asset Management, Inc. | 374,167 | $3.62M | 0.73% | −5,415−1.4% | Reduced |
| Quantinno Capital Management LP | 370,148 | $3.58M | 0.13% | +179,267+93.9% | Added |
| Mariner, LLC | 356,073 | $3.45M | 0.01% | +33,906+10.5% | Added |
| Ethic Inc. | 354,574 | $3.43M | 0.10% | +28,575+8.8% | Added |
| UBS Group AG | 343,461 | $3.32M | 0.00% | −982−0.3% | Reduced |
| Veriti Management LLC | 308,496 | $2.99M | 0.27% | +34,442+12.6% | Added |
| Greenleaf Trust | 295,217 | $2.86M | 0.03% | +395+0.1% | Added |
| QRG Capital Management, Inc. | 289,867 | $2.81M | 0.04% | +22,570+8.4% | Added |
| Bank of New York Mellon Corp | 287,098 | $2.78M | 0.00% | −68,935−19.4% | Reduced |
| Federated Hermes, Inc. | 277,281 | $2.68M | 0.01% | −687,320−71.3% | Reduced |
| US Bancorp | 265,458 | $2.57M | 0.00% | +6,664+2.6% | Added |
| SEI Investments Co | 252,901 | $2.45M | 0.00% | −24,161−8.7% | Reduced |
| HighTower Advisors, LLC | 249,069 | $2.42M | 0.00% | +45,604+22.4% | Added |
| StoneX Group Inc. | 246,988 | $2.39M | 0.24% | +246,988 | New |
| Creative Planning | 244,991 | $2.37M | 0.00% | +18,171+8.0% | Added |
| Cerity Partners LLC | 242,598 | $2.35M | 0.01% | +21,619+9.8% | Added |
| Bank of Montreal | 239,088 | $2.32M | 0.00% | −89,795−27.3% | Reduced |
| Integrated Wealth Concepts LLC | 226,587 | $2.19M | 0.04% | −10,743−4.5% | Reduced |
| Dorsey Wright & Associates | 213,699 | $2.07M | 0.63% | +213,699 | New |
| Eagle Global Advisors LLC | 210,000 | $2.03M | 0.12% | +6,000+2.9% | Added |
| Legacy Wealth Asset Management, LLC | 207,090 | $2.00M | 0.66% | +16,407+8.6% | Added |
| The PNC Financial Services Group, Inc. | 205,201 | $1.99M | 0.00% | +8,499+4.3% | Added |
| Capital Fund Management S.A. | 202,096 | $1.96M | 0.02% | +51,986+34.6% | Added |
| Ameriprise Financial Inc | 196,615 | $1.90M | 0.00% | −1,037−0.5% | Reduced |
| Forum Financial Management, LP | 188,813 | $1.83M | 0.03% | +25,500+15.6% | Added |
| Signaturefd, LLC | 188,498 | $1.82M | 0.04% | +8,457+4.7% | Added |
| Charles Schwab Investment Management Inc | 188,240 | $1.82M | 0.00% | +36,170+23.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 184,000 | $1.78M | 0.01% | +184,000 | New |
| Susquehanna International Group Ltd. | 175,640 | $1.70M | 0.39% | +175,640 | New |
| Wetherby Asset Management Inc | 171,601 | $1.66M | 0.09% | +20.0% | Added |
| Morningstar Investment Services LLC | 166,304 | $1.60M | 0.01% | +84,276+102.7% | Added |
| Lockheed Martin Investment Management Co | 164,050 | $1.59M | 0.11% | +164,050 | New |
| Rhumbline Advisers | 162,013 | $1.57M | 0.00% | +589+0.4% | Added |
| Augustine Asset Management Inc | 161,260 | $1.56M | 0.69% | +161,260 | New |
| Boston Partners | 160,638 | $1.55M | 0.00% | +4,324+2.8% | Added |
| Georgetown University | 160,183 | $1.55M | 0.53% | +2,383+1.5% | Added |
| Fisher Asset Management, LLC | 158,609 | $1.54M | 0.00% | +139,200+717.2% | Added |
| Calamos Advisors LLC | 144,000 | $1.39M | 0.01% | +144,000 | New |
| Sanders Capital, LLC | 139,963 | $1.35M | 0.00% | −400−0.3% | Reduced |
| JustInvest LLC | 132,513 | $1.28M | 0.03% | +17,099+14.8% | Added |
| Aquatic Capital Management LLC | 125,800 | $1.22M | 0.03% | +104,700+496.2% | Added |
| Orbis Allan Gray Ltd | 125,203 | $1.21M | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 123,639 | $1.20M | 0.01% | +2,418+2.0% | Added |
| Yousif Capital Management, LLC | 117,946 | $1.14M | 0.01% | +7,630+6.9% | Added |
| Capital Wealth Planning, LLC | 117,331 | $1.14M | 0.01% | +117,331 | New |
| Penserra Capital Management LLC | 117,331 | $1.14M | 0.02% | +117,331 | New |
| Mercer Global Advisors Inc | 116,247 | $1.13M | 0.00% | −25,276−17.9% | Reduced |
| Naviter Wealth, LLC | 115,689 | $1.12M | 0.23% | +23,366+25.3% | Added |
| Two Sigma Investments, LP | 104,400 | $1.01M | 0.00% | −18,400−15.0% | Reduced |
| Ritholtz Wealth Management | 101,591 | $983.4K | 0.04% | +11,186+12.4% | Added |
| Johnson Investment Counsel Inc | 98,004 | $948.7K | 0.01% | +1,883+2.0% | Added |
| Point72 Asset Management, L.P. | 97,900 | $947.7K | 0.00% | +97,900 | New |
| Te Ahumairangi Investment Management Ltd | 96,777 | $937.0K | 0.18% | −56,000−36.7% | Reduced |
| CI Private Wealth, LLC | 91,675 | $887.4K | 0.00% | −8,685−8.7% | Reduced |
| Advisor Group Holdings, Inc. | 90,268 | $873.8K | 0.00% | −43,342−32.4% | Reduced |
| United Capital Financial Advisers, LLC | 89,814 | $869.4K | 0.01% | +89,814 | New |
| Citadel Advisors LLC | 89,307 | $864.5K | 0.00% | −150,852−62.8% | Reduced |
| Brinker Capital Investments, LLC | 85,714 | $853.7K | 0.01% | −229,043−72.8% | Reduced |
| Orion Portfolio Solutions, LLC | 85,714 | $853.7K | 0.01% | −229,043−72.8% | Reduced |
| BNP Paribas Arbitrage, SA | 85,626 | $828.9K | 0.00% | +27,295+46.8% | Added |
| Vident Advisory, LLC | 84,013 | $813.2K | 0.02% | +5,429+6.9% | Added |
| Lazard Asset Management LLC | 84,063 | $813.0K | 0.00% | −4,892,183−98.3% | Reduced |
| Axq Capital, LP | 83,000 | $803.4K | 0.21% | +83,000 | New |
| Sequoia Financial Advisors, LLC | 82,979 | $803.2K | 0.01% | +11,952+16.8% | Added |