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 |
|---|---|---|---|---|---|
| Trust Point Inc. | 14,675 | $142.1K | 0.01% | +14,675 | New |
| Apollon Wealth Management, LLC | 14,819 | $143.4K | 0.00% | +14,819 | New |
| Engineers Gate Manager LP | 15,005 | $145.2K | 0.00% | +15,005 | New |
| Valeo Financial Advisors, LLC | 15,121 | $146.4K | 0.01% | −1,992−11.6% | Reduced |
| Ronald Blue Trust, Inc. | 14,834 | $147.0K | 0.00% | +5,918+66.4% | Added |
| Rehmann Capital Advisory Group | 15,360 | $148.7K | 0.01% | −8,282−35.0% | Reduced |
| First Affirmative Financial Network | 15,486 | $149.9K | 0.12% | +893+6.1% | Added |
| Personal Cfo Solutions, LLC | 15,669 | $151.7K | 0.03% | +15,669 | New |
| Smartleaf Asset Management LLC | 15,848 | $152.6K | 0.04% | +15,848 | New |
| Claro Advisors LLC | 15,769 | $152.6K | 0.03% | +15,769 | New |
| Prudent Man Advisors, LLC | 15,892 | $153.8K | 0.06% | −3,026−16.0% | Reduced |
| Citigroup Inc | 15,951 | $154.4K | 0.00% | +2,331+17.1% | Added |
| Lindbrook Capital, LLC | 16,192 | $156.7K | 0.02% | +291+1.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,619 | $160.9K | 0.00% | −5,997−26.5% | Reduced |
| Seeds Investor LLC | 17,333 | $167.8K | 0.19% | +17,333 | New |
| Sapient Capital LLC | 17,467 | $169.1K | 0.00% | +17,467 | New |
| Beverly Hills Private Wealth, LLC | 17,502 | $169.4K | 0.04% | −36,893−67.8% | Reduced |
| New Republic Capital, LLC | 17,903 | $173.3K | 0.12% | +340+1.9% | Added |
| Kestra Advisory Services, LLC | 17,935 | $173.6K | 0.00% | −1,605−8.2% | Reduced |
| Clarius Group, LLC | 18,286 | $177.0K | 0.01% | +5,874+47.3% | Added |
| Wrapmanager Inc | 18,355 | $177.7K | 0.05% | +18,355 | New |
| Russell Investments Group, Ltd. | 18,561 | $179.7K | 0.00% | +543+3.0% | Added |
| Prudential Financial Inc | 18,863 | $182.6K | 0.00% | −505−2.6% | Reduced |
| Drive Wealth Management, LLC | 19,062 | $184.5K | 0.06% | +1,314+7.4% | Added |
| Five Oceans Advisors | 19,870 | $192.3K | 0.11% | −4,556−18.7% | Reduced |
| Barclays PLC | 20,000 | $193.6K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 20,281 | $196.0K | 0.02% | +20,281 | New |
| Werba Rubin Papier Wealth Management | 20,388 | $197.4K | 0.07% | −1,929−8.6% | Reduced |
| West Family Investments, Inc. | 20,500 | $198.4K | 0.07% | +2,985+17.0% | Added |
| Prime Capital Investment Advisors, LLC | 20,908 | $202.4K | 0.00% | +20,908 | New |
| Sivia Capital Partners, LLC | 20,915 | $202.5K | 0.15% | +20,915 | New |
| Aaron Wealth Advisors | 22,574 | $218.5K | 0.04% | +22,574 | New |
| Nomura Holdings Inc | 23,000 | $222.6K | 0.00% | +23,000 | New |
| Pzena Investment Management LLC | 23,154 | $224.1K | 0.00% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 23,322 | $225.8K | 0.10% | +23,322 | New |
| Dana Investment Advisors, Inc. | 23,702 | $229.4K | 0.01% | +3,183+15.5% | Added |
| HSBC Holdings PLC | 23,943 | $231.8K | 0.00% | −608−2.5% | Reduced |
| Two Sigma Securities, LLC | 24,257 | $234.8K | 0.01% | +24,257 | New |
| Ewa, LLC | 22,744 | $237.0K | 0.12% | +416+1.9% | Added |
| Private Advisor Group, LLC | 25,096 | $242.9K | 0.00% | −5,097−16.9% | Reduced |
| Seven Eight Capital, LP | 25,161 | $243.6K | 0.03% | +25,161 | New |
| Ieq Capital, LLC | 25,447 | $246.3K | 0.00% | +6,284+32.8% | Added |
| Traveka Wealth, LLC | 25,540 | $247.2K | 0.12% | +25,540 | New |
| D. E. Shaw & Co., Inc. | 26,144 | $253.1K | 0.00% | +26,144 | New |
| Louisbourg Investments Inc. | 26,652 | $258.0K | 0.08% | +26,652 | New |
| Jefferies Financial Group Inc. | 27,663 | $267.8K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 28,028 | $271.3K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 28,396 | $274.9K | 0.00% | −1,729−5.7% | Reduced |
| GWM Advisors LLC | 27,862 | $277.1K | 0.00% | −47,288−62.9% | Reduced |
| Principal Street Partners, LLC | 29,134 | $282.0K | 0.07% | −28,764−49.7% | Reduced |
| Schroder Investment Management Group | 29,196 | $282.6K | 0.00% | −19,095−39.5% | Reduced |
| Gallacher Capital Management LLC | 29,773 | $288.2K | 0.16% | −4,332−12.7% | Reduced |
| Schechter Investment Advisors, LLC | 30,360 | $293.9K | 0.03% | −42,348−58.2% | Reduced |
| Gateway Advisory, LLC | 30,417 | $294.4K | 0.06% | +30,417 | New |
| Boston Private Wealth LLC | 30,430 | $294.6K | 0.01% | +450+1.5% | Added |
| V-Square Quantitative Management LLC | 30,575 | $296.0K | 0.07% | +30,575 | New |
| Susquehanna International Group, LLP | 31,518 | $305.1K | 0.00% | −246,961−88.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 32,251 | $312.2K | 0.00% | −3,456−9.7% | Reduced |
| Mather Group, LLC. | 32,678 | $316.3K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 33,005 | $319.5K | 0.02% | +16,372+98.4% | Added |
| Advisors Asset Management, Inc. | 33,316 | $322.5K | 0.01% | −1,659−4.7% | Reduced |
| Channing Global Advisors, LLC | 33,484 | $324.1K | 0.25% | −4,566−12.0% | Reduced |
| Cetera Advisor Networks LLC | 33,652 | $325.8K | 0.00% | +14,628+76.9% | Added |
| Cable Hill Partners, LLC | 34,099 | $332.8K | 0.04% | +3,980+13.2% | Added |
| Atomi Financial Group, Inc. | 35,153 | $340.3K | 0.05% | +35,153 | New |
| Sage Rhino Capital LLC | 36,005 | $348.5K | 0.09% | −766−2.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 37,607 | $364.0K | 0.06% | −1,803−4.6% | Reduced |
| BKM Wealth Management, LLC | 37,996 | $367.8K | 0.16% | +37,996 | New |
| RNC Capital Management LLC | 38,110 | $368.9K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 38,615 | $373.8K | 0.00% | +11,653+43.2% | Added |
| Regions Financial Corp | 40,545 | $392.5K | 0.00% | −153,835−79.1% | Reduced |
| Parallel Advisors, LLC | 40,961 | $396.5K | 0.01% | −1,498−3.5% | Reduced |
| PDS Planning, Inc | 41,164 | $398.5K | 0.05% | +1,617+4.1% | Added |
| Checchi Capital Advisers, LLC | 42,994 | $416.1K | 0.03% | −2,440−5.4% | Reduced |
| Ballentine Partners, LLC | 46,383 | $449.0K | 0.01% | +9,929+27.2% | Added |
| DFPG Investments, LLC | 48,206 | $462.8K | 0.04% | +48,206 | New |
| Westwood Holdings Group Inc. | 47,843 | $463.0K | 0.00% | −54,946−53.5% | Reduced |
| CAPROCK Group, Inc. | 48,566 | $470.1K | 0.03% | +6,578+15.7% | Added |
| TownSquare Capital, LLC | 48,728 | $471.7K | 0.01% | +48,728 | New |
| Park Avenue Securities LLC | 49,484 | $479.0K | 0.01% | −66−0.1% | Reduced |
| Evergreen Capital Management LLC | 50,648 | $490.3K | 0.02% | −1,165−2.2% | Reduced |
| Inspire Advisors, LLC | 51,181 | $495.4K | 0.07% | +6,193+13.8% | Added |
| AdvisorShares Investments LLC | 51,300 | $496.6K | 0.12% | +51,300 | New |
| Vanguard Capital Wealth Advisors | 51,774 | $501.2K | 0.41% | +1,559+3.1% | Added |
| Flow Traders U.S. LLC | 52,052 | $504.0K | 0.02% | −75,083−59.1% | Reduced |
| Gradient Investments LLC | 52,712 | $510.3K | 0.01% | −3,983−7.0% | Reduced |
| M&T Bank Corp | 52,939 | $512.0K | 0.00% | −66,037−55.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 53,076 | $513.8K | 0.00% | −9,457−15.1% | Reduced |
| Captrust Financial Advisors | 53,533 | $518.2K | 0.00% | −40,934−43.3% | Reduced |
| Vise Technologies, Inc. | 55,317 | $535.5K | 0.12% | −5,578−9.2% | Reduced |
| Covenant Partners, LLC | 55,785 | $540.0K | 0.17% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 58,428 | $565.6K | 0.03% | +1,295+2.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 59,178 | $572.8K | 0.00% | +13,188+28.7% | Added |
| Pacer Advisors, Inc. | 61,566 | $596.0K | 0.00% | +402+0.7% | Added |
| Quadrant Capital Group LLC | 63,013 | $610.0K | 0.05% | +3,206+5.4% | Added |
| Truist Financial Corp | 63,627 | $615.9K | 0.00% | −312,719−83.1% | Reduced |
| Guggenheim Capital LLC | 63,631 | $615.9K | 0.00% | −1,287−2.0% | Reduced |
| Oppenheimer Asset Management Inc. | 64,804 | $627.3K | 0.01% | −13,557−17.3% | Reduced |
| Tiger Pacific Capital LP | 66,098 | $639.8K | 0.14% | +66,098 | New |
| Mission Wealth Management, LP | 70,205 | $679.6K | 0.02% | +5,066+7.8% | Added |