Skip to main content

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

Q4 2023 vs. Q3 2023

How the institutions holding Sumitomo Mitsui Financial Group, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of SMFG: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2727308+43
Shares100.0M566.4K94.1M−5.33M (−5.4%)
Value$984.8M$5.58M$910.8M−$68.5M (−7.0%)

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (75)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to SMFG in Q4 2023
InstitutionSharesValue% of portfolio
Old Mission Capital LLC647,389$6.27M0.18%
GTS Securities LLC528,651$5.12M0.11%
Moran Wealth Management, LLC526,526$5.10M0.18%
Pathstone Holdings, LLC441,814$4.28M0.02%
National Bank of Canada406,400$3.92M0.01%
StoneX Group Inc.246,988$2.39M0.24%
Dorsey Wright & Associates213,699$2.07M0.63%
Healthcare of Ontario Pension Plan Trust Fund184,000$1.78M0.01%
Susquehanna International Group Ltd.175,640$1.70M0.39%
Lockheed Martin Investment Management Co164,050$1.59M0.11%
Augustine Asset Management Inc161,260$1.56M0.69%
Calamos Advisors LLC144,000$1.39M0.01%
Capital Wealth Planning, LLC117,331$1.14M0.01%
Penserra Capital Management LLC117,331$1.14M0.02%
Point72 Asset Management, L.P.97,900$947.7K0.00%
United Capital Financial Advisers, LLC89,814$869.4K0.01%
Axq Capital, LP83,000$803.4K0.21%
Tiger Pacific Capital LP66,098$639.8K0.14%
AdvisorShares Investments LLC51,300$496.6K0.12%
TownSquare Capital, LLC48,728$471.7K0.01%
DFPG Investments, LLC48,206$462.8K0.04%
BKM Wealth Management, LLC37,996$367.8K0.16%
Atomi Financial Group, Inc.35,153$340.3K0.05%
V-Square Quantitative Management LLC30,575$296.0K0.07%
Gateway Advisory, LLC30,417$294.4K0.06%
Louisbourg Investments Inc.26,652$258.0K0.08%
D. E. Shaw & Co., Inc.26,144$253.1K0.00%
Traveka Wealth, LLC25,540$247.2K0.12%
Seven Eight Capital, LP25,161$243.6K0.03%
Two Sigma Securities, LLC24,257$234.8K0.01%
Fiduciary Family Office, LLC23,322$225.8K0.10%
Nomura Holdings Inc23,000$222.6K0.00%
Aaron Wealth Advisors22,574$218.5K0.04%
Sivia Capital Partners, LLC20,915$202.5K0.15%
Prime Capital Investment Advisors, LLC20,908$202.4K0.00%
Virtu Financial LLC20,281$196.0K0.02%
Wrapmanager Inc18,355$177.7K0.05%
Sapient Capital LLC17,467$169.1K0.00%
Seeds Investor LLC17,333$167.8K0.19%
Claro Advisors LLC15,769$152.6K0.03%
Smartleaf Asset Management LLC15,848$152.6K0.04%
Personal Cfo Solutions, LLC15,669$151.7K0.03%
Engineers Gate Manager LP15,005$145.2K0.00%
Apollon Wealth Management, LLC14,819$143.4K0.00%
Trust Point Inc.14,675$142.1K0.01%
HighPoint Advisor Group LLC11,924$141.0K0.01%
Callan Capital, LLC14,240$137.8K0.01%
VanderPol Investments L.L.C.13,342$129.2K0.44%
Acorn Creek Capital LLC13,292$128.7K0.06%
Barometer Capital Management Inc.12,700$122.9K0.03%
GeoWealth Management, LLC11,916$115.0K0.01%
Summit Trail Advisors, LLC11,819$114.4K0.00%
Neuberger Berman Group LLC11,745$113.7K0.00%
Flputnam Investment Management Co11,175$108.2K0.00%
Catalytic Wealth RIA, LLC11,161$108.0K0.05%
GAMMA Investing LLC10,157$104.5K0.03%
D'Orazio & Associates, Inc.10,172$98.5K0.02%
Ellevest, Inc.10,127$98.0K0.01%
Principal Securities, Inc.3,493$33.8K0.00%
Bruce G. Allen Investments, LLC3,443$33.3K0.03%
RFP Financial Group LLC943$9.13K0.00%
Rothschild Investment LLC691$6.69K0.00%
Wetzel Investment Advisors, Inc.274$3.00K0.00%
PSI Advisors, LLC200$1.94K0.00%
Johnson Financial Group, Inc.164$1.59K0.00%
Raffa Wealth Management, LLC144$1.39K0.00%
Tennessee Valley Asset Management Partners132$1.28K0.00%
REAP Financial Group, LLC116$1.12K0.00%
CVA Family Office, LLC115$1.11K0.00%
Larson Financial Group LLC109$1.05K0.00%
Frazier Financial Advisors, LLC101$9780.00%
ClariVest Asset Management LLC87$8380.00%
Coppell Advisory Solutions LLC57$5520.00%
AdvisorNet Financial, Inc33$3190.00%
Sofos Investments, Inc.1$120.00%

Sold out (32)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (7)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMFG in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Advisor Partners II, LLC282,579$2.78M
BTC Capital Management, Inc.197,385$1.94M
First Republic Investment Management, Inc.54,008$532.0K
Pathstone Family Office, LLC17,223$169.6K
Icon Wealth Partners, LLC12,388$122.0K
Column Capital Advisors, LLC2,192$21.6K
KB Financial Partners, LLC601$6.00K