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 |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 1 | $12 | 0.00% | +1 | New |
| JJJ Advisors Inc. | 5 | $49 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 32 | $310 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $319 | 0.00% | +33 | New |
| Baystate Wealth Management LLC | 38 | $369 | 0.00% | +1+2.7% | Added |
| Provenance Wealth Advisors, LLC | 49 | $474 | 0.00% | −1−2.0% | Reduced |
| Bell Investment Advisors, Inc | 56 | $543 | 0.00% | −63−52.9% | Reduced |
| Coppell Advisory Solutions LLC | 57 | $552 | 0.00% | +57 | New |
| Grove Bank & Trust | 75 | $726 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 87 | $838 | 0.00% | +87 | New |
| Frazier Financial Advisors, LLC | 101 | $978 | 0.00% | +101 | New |
| Larson Financial Group LLC | 109 | $1.05K | 0.00% | +109 | New |
| CVA Family Office, LLC | 115 | $1.11K | 0.00% | +115 | New |
| REAP Financial Group, LLC | 116 | $1.12K | 0.00% | +116 | New |
| Abound Wealth Management | 118 | $1.14K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 132 | $1.28K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 132 | $1.28K | 0.00% | +132 | New |
| Raffa Wealth Management, LLC | 144 | $1.39K | 0.00% | +144 | New |
| Financial Synergies Wealth Advisors, Inc. | 183 | $1.47K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 153 | $1.48K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 164 | $1.59K | 0.00% | +164 | New |
| Proequities, Inc. | 169 | $1.64K | 0.00% | −227−57.3% | Reduced |
| Motco | 187 | $1.81K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 187 | $1.84K | 0.00% | −339−64.4% | Reduced |
| Bourgeon Capital Management LLC | 195 | $1.89K | 0.00% | +61+45.5% | Added |
| PSI Advisors, LLC | 200 | $1.94K | 0.00% | +200 | New |
| Simplex Trading, LLC | 295 | $2.00K | 0.00% | −302−50.6% | Reduced |
| Bessemer Group Inc | 227 | $2.00K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 210 | $2.03K | 0.00% | −17,747−98.8% | Reduced |
| Advisory Services Network, LLC | 243 | $2.35K | 0.00% | −27,691−99.1% | Reduced |
| TD Private Client Wealth LLC | 277 | $2.68K | 0.00% | −2,894−91.3% | Reduced |
| Nemes Rush Group LLC | 285 | $2.76K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 274 | $3.00K | 0.00% | +274 | New |
| FinTrust Capital Advisors, LLC | 319 | $3.09K | 0.00% | −156−32.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 341 | $3.30K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 399 | $3.86K | 0.00% | −1,900−82.6% | Reduced |
| Jones Financial Companies LLLP | 425 | $4.11K | 0.00% | +108+34.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 452 | $4.38K | 0.00% | +185+69.3% | Added |
| Financial Connections Group, Inc. | 561 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 529 | $5.12K | 0.00% | −335−38.8% | Reduced |
| Harbour Investments, Inc. | 546 | $5.29K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $5.81K | 0.00% | +10+1.7% | Added |
| Cape Investment Advisory, Inc. | 684 | $6.62K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 691 | $6.69K | 0.00% | +691 | New |
| GW&K Investment Management, LLC | 867 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 839 | $8.00K | 0.00% | +26+3.2% | Added |
| RFP Financial Group LLC | 943 | $9.13K | 0.00% | +943 | New |
| Eagle Bay Advisors LLC | 963 | $9.32K | 0.01% | −463−32.5% | Reduced |
| Allworth Financial LP | 985 | $9.54K | 0.00% | +101+11.4% | Added |
| Tower Research Capital LLC (TRC) | 1,297 | $12.6K | 0.00% | −2,973−69.6% | Reduced |
| Bokf, NA | 1,469 | $14.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,770 | $17.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,849 | $17.9K | 0.00% | +152+9.0% | Added |
| First Horizon Advisors, Inc. | 2,235 | $21.6K | 0.00% | +34+1.5% | Added |
| JFS Wealth Advisors, LLC | 2,274 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,480 | $24.0K | 0.00% | +311+14.3% | Added |
| Perritt Capital Management Inc | 2,500 | $24.2K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,728 | $26.0K | 0.00% | −7,026−72.0% | Reduced |
| Global Retirement Partners, LLC | 2,853 | $28.1K | 0.00% | −16−0.6% | Reduced |
| TD Waterhouse Canada Inc. | 3,101 | $29.9K | 0.00% | +3,000+2,970.3% | Added |
| Bruce G. Allen Investments, LLC | 3,443 | $33.3K | 0.03% | +3,443 | New |
| Principal Securities, Inc. | 3,493 | $33.8K | 0.00% | +3,493 | New |
| Farmers & Merchants Investments Inc | 3,558 | $34.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,728 | $36.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3,781 | $36.6K | 0.00% | −8,878−70.1% | Reduced |
| Zions Bancorporation, N.A. | 4,743 | $45.9K | 0.00% | −41,063−89.6% | Reduced |
| Rosenberg Matthew Hamilton | 5,146 | $49.8K | 0.02% | −1,384−21.2% | Reduced |
| Parkside Financial Bank & Trust | 5,380 | $52.1K | 0.01% | +126+2.4% | Added |
| IFP Advisors, Inc | 5,691 | $55.1K | 0.00% | −54−0.9% | Reduced |
| AXA S.A. | 5,817 | $56.3K | 0.00% | +1,222+26.6% | Added |
| Hexagon Capital Partners LLC | 6,160 | $59.6K | 0.01% | +1,239+25.2% | Added |
| Glassman Wealth Services | 6,492 | $62.8K | 0.01% | +515+8.6% | Added |
| Assetmark, Inc | 6,641 | $64.3K | 0.00% | +847+14.6% | Added |
| PEAK6 Investments LLC | 7,967 | $77.1K | 0.00% | −56,041−87.6% | Reduced |
| Paradigm Asset Management Co LLC | 8,300 | $80.3K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8,430 | $81.6K | 0.01% | +7,536+843.0% | Added |
| SYSTM Wealth Solutions LLC | 8,568 | $82.9K | 0.01% | −14,837−63.4% | Reduced |
| Legacy Financial Advisors, Inc. | 10,003 | $96.8K | 0.02% | −440−4.2% | Reduced |
| Ellevest, Inc. | 10,127 | $98.0K | 0.01% | +10,127 | New |
| Seven Mile Advisory | 10,156 | $98.3K | 0.09% | +81+0.8% | Added |
| D'Orazio & Associates, Inc. | 10,172 | $98.5K | 0.02% | +10,172 | New |
| Allspring Global Investments Holdings, LLC | 10,353 | $100.2K | 0.00% | +1,852+21.8% | Added |
| Buckingham Strategic Wealth, LLC | 10,403 | $100.7K | 0.00% | +53+0.5% | Added |
| GAMMA Investing LLC | 10,157 | $104.5K | 0.03% | +10,157 | New |
| Catalytic Wealth RIA, LLC | 11,161 | $108.0K | 0.05% | +11,161 | New |
| Flputnam Investment Management Co | 11,175 | $108.2K | 0.00% | +11,175 | New |
| Neuberger Berman Group LLC | 11,745 | $113.7K | 0.00% | +11,745 | New |
| Summit Trail Advisors, LLC | 11,819 | $114.4K | 0.00% | +11,819 | New |
| Keel Point, LLC | 11,842 | $114.6K | 0.01% | +1,042+9.6% | Added |
| GeoWealth Management, LLC | 11,916 | $115.0K | 0.01% | +11,916 | New |
| Barometer Capital Management Inc. | 12,700 | $122.9K | 0.03% | +12,700 | New |
| Wedmont Private Capital | 12,684 | $126.3K | 0.01% | +2,517+24.8% | Added |
| Acorn Creek Capital LLC | 13,292 | $128.7K | 0.06% | +13,292 | New |
| VanderPol Investments L.L.C. | 13,342 | $129.2K | 0.44% | +13,342 | New |
| State Street Corp | 13,954 | $135.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 14,082 | $136.0K | 0.00% | +28+0.2% | Added |
| Callan Capital, LLC | 14,240 | $137.8K | 0.01% | +14,240 | New |
| Keybank National Association | 14,444 | $139.8K | 0.00% | −942−6.1% | Reduced |
| HighPoint Advisor Group LLC | 11,924 | $141.0K | 0.01% | +11,924 | New |
| Cetera Investment Advisers | 14,668 | $142.0K | 0.00% | −14,855−50.3% | Reduced |