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 |
|---|---|---|---|---|---|
| Investors Research Corp | 70,404 | $681.5K | 0.16% | −125−0.2% | Reduced |
| Tudor Investment Corp Et Al | 71,699 | $694.0K | 0.01% | +32,394+82.4% | Added |
| LPL Financial LLC | 72,269 | $699.6K | 0.00% | −153,258−68.0% | Reduced |
| Raymond James & Associates | 72,294 | $699.8K | 0.00% | −514,051−87.7% | Reduced |
| MML Investors Services, LLC | 72,902 | $706.0K | 0.00% | +8,386+13.0% | Added |
| Eagle Asset Management Inc | 75,825 | $734.0K | 0.00% | −3,035−3.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 78,650 | $761.3K | 0.07% | +2,200+2.9% | Added |
| Dorsey & Whitney Trust CO LLC | 81,928 | $793.1K | 0.06% | +627+0.8% | Added |
| Sequoia Financial Advisors, LLC | 82,979 | $803.2K | 0.01% | +11,952+16.8% | Added |
| Axq Capital, LP | 83,000 | $803.4K | 0.21% | +83,000 | New |
| Lazard Asset Management LLC | 84,063 | $813.0K | 0.00% | −4,892,183−98.3% | Reduced |
| Vident Advisory, LLC | 84,013 | $813.2K | 0.02% | +5,429+6.9% | Added |
| BNP Paribas Arbitrage, SA | 85,626 | $828.9K | 0.00% | +27,295+46.8% | Added |
| 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 |
| Citadel Advisors LLC | 89,307 | $864.5K | 0.00% | −150,852−62.8% | Reduced |
| United Capital Financial Advisers, LLC | 89,814 | $869.4K | 0.01% | +89,814 | New |
| Advisor Group Holdings, Inc. | 90,268 | $873.8K | 0.00% | −43,342−32.4% | Reduced |
| CI Private Wealth, LLC | 91,675 | $887.4K | 0.00% | −8,685−8.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 96,777 | $937.0K | 0.18% | −56,000−36.7% | Reduced |
| Point72 Asset Management, L.P. | 97,900 | $947.7K | 0.00% | +97,900 | New |
| Johnson Investment Counsel Inc | 98,004 | $948.7K | 0.01% | +1,883+2.0% | Added |
| Ritholtz Wealth Management | 101,591 | $983.4K | 0.04% | +11,186+12.4% | Added |
| Two Sigma Investments, LP | 104,400 | $1.01M | 0.00% | −18,400−15.0% | Reduced |
| Naviter Wealth, LLC | 115,689 | $1.12M | 0.23% | +23,366+25.3% | Added |
| Mercer Global Advisors Inc | 116,247 | $1.13M | 0.00% | −25,276−17.9% | Reduced |
| Penserra Capital Management LLC | 117,331 | $1.14M | 0.02% | +117,331 | New |
| Capital Wealth Planning, LLC | 117,331 | $1.14M | 0.01% | +117,331 | New |
| Yousif Capital Management, LLC | 117,946 | $1.14M | 0.01% | +7,630+6.9% | Added |
| Cresset Asset Management, LLC | 123,639 | $1.20M | 0.01% | +2,418+2.0% | Added |
| Orbis Allan Gray Ltd | 125,203 | $1.21M | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 125,800 | $1.22M | 0.03% | +104,700+496.2% | Added |
| JustInvest LLC | 132,513 | $1.28M | 0.03% | +17,099+14.8% | Added |
| Sanders Capital, LLC | 139,963 | $1.35M | 0.00% | −400−0.3% | Reduced |
| Calamos Advisors LLC | 144,000 | $1.39M | 0.01% | +144,000 | New |
| Fisher Asset Management, LLC | 158,609 | $1.54M | 0.00% | +139,200+717.2% | Added |
| Georgetown University | 160,183 | $1.55M | 0.53% | +2,383+1.5% | Added |
| Boston Partners | 160,638 | $1.55M | 0.00% | +4,324+2.8% | Added |
| Augustine Asset Management Inc | 161,260 | $1.56M | 0.69% | +161,260 | New |
| Rhumbline Advisers | 162,013 | $1.57M | 0.00% | +589+0.4% | Added |
| Lockheed Martin Investment Management Co | 164,050 | $1.59M | 0.11% | +164,050 | New |
| Morningstar Investment Services LLC | 166,304 | $1.60M | 0.01% | +84,276+102.7% | Added |
| Wetherby Asset Management Inc | 171,601 | $1.66M | 0.09% | +20.0% | Added |
| Susquehanna International Group Ltd. | 175,640 | $1.70M | 0.39% | +175,640 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 184,000 | $1.78M | 0.01% | +184,000 | New |
| Charles Schwab Investment Management Inc | 188,240 | $1.82M | 0.00% | +36,170+23.8% | Added |
| Signaturefd, LLC | 188,498 | $1.82M | 0.04% | +8,457+4.7% | Added |
| Forum Financial Management, LP | 188,813 | $1.83M | 0.03% | +25,500+15.6% | Added |
| Ameriprise Financial Inc | 196,615 | $1.90M | 0.00% | −1,037−0.5% | Reduced |
| Capital Fund Management S.A. | 202,096 | $1.96M | 0.02% | +51,986+34.6% | Added |
| The PNC Financial Services Group, Inc. | 205,201 | $1.99M | 0.00% | +8,499+4.3% | Added |
| Legacy Wealth Asset Management, LLC | 207,090 | $2.00M | 0.66% | +16,407+8.6% | Added |
| Eagle Global Advisors LLC | 210,000 | $2.03M | 0.12% | +6,000+2.9% | Added |
| Dorsey Wright & Associates | 213,699 | $2.07M | 0.63% | +213,699 | New |
| Integrated Wealth Concepts LLC | 226,587 | $2.19M | 0.04% | −10,743−4.5% | Reduced |
| Bank of Montreal | 239,088 | $2.32M | 0.00% | −89,795−27.3% | Reduced |
| Cerity Partners LLC | 242,598 | $2.35M | 0.01% | +21,619+9.8% | Added |
| Creative Planning | 244,991 | $2.37M | 0.00% | +18,171+8.0% | Added |
| StoneX Group Inc. | 246,988 | $2.39M | 0.24% | +246,988 | New |
| HighTower Advisors, LLC | 249,069 | $2.42M | 0.00% | +45,604+22.4% | Added |
| SEI Investments Co | 252,901 | $2.45M | 0.00% | −24,161−8.7% | Reduced |
| US Bancorp | 265,458 | $2.57M | 0.00% | +6,664+2.6% | Added |
| Federated Hermes, Inc. | 277,281 | $2.68M | 0.01% | −687,320−71.3% | Reduced |
| Bank of New York Mellon Corp | 287,098 | $2.78M | 0.00% | −68,935−19.4% | Reduced |
| QRG Capital Management, Inc. | 289,867 | $2.81M | 0.04% | +22,570+8.4% | Added |
| Greenleaf Trust | 295,217 | $2.86M | 0.03% | +395+0.1% | Added |
| Veriti Management LLC | 308,496 | $2.99M | 0.27% | +34,442+12.6% | Added |
| UBS Group AG | 343,461 | $3.32M | 0.00% | −982−0.3% | Reduced |
| Ethic Inc. | 354,574 | $3.43M | 0.10% | +28,575+8.8% | Added |
| Mariner, LLC | 356,073 | $3.45M | 0.01% | +33,906+10.5% | Added |
| Quantinno Capital Management LP | 370,148 | $3.58M | 0.13% | +179,267+93.9% | Added |
| Ramirez Asset Management, Inc. | 374,167 | $3.62M | 0.73% | −5,415−1.4% | Reduced |
| Gilman Hill Asset Management, LLC | 402,469 | $3.90M | 0.73% | −41,375−9.3% | Reduced |
| National Bank of Canada | 406,400 | $3.92M | 0.01% | +406,400 | New |
| Crossmark Global Holdings, Inc. | 428,920 | $4.15M | 0.09% | +3,440+0.8% | Added |
| O'Shaughnessy Asset Management, LLC | 436,854 | $4.23M | 0.06% | +43,761+11.1% | Added |
| Pathstone Holdings, LLC | 441,814 | $4.28M | 0.02% | +441,814 | New |
| Stifel Financial Corp | 459,356 | $4.45M | 0.01% | +21,124+4.8% | Added |
| 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 |
| Moran Wealth Management, LLC | 526,526 | $5.10M | 0.18% | +526,526 | New |
| GTS Securities LLC | 528,651 | $5.12M | 0.11% | +528,651 | New |
| Qube Research & Technologies Ltd | 540,165 | $5.23M | 0.01% | −249,356−31.6% | Reduced |
| Franklin Resources Inc | 586,662 | $5.68M | 0.00% | −15,014−2.5% | Reduced |
| Natixis Advisors, L.P. | 606,621 | $5.87M | 0.02% | −1,612,157−72.7% | Reduced |
| Old Mission Capital LLC | 647,389 | $6.27M | 0.18% | +647,389 | New |
| CIBC Asset Management Inc | 659,201 | $6.38M | 0.02% | −47,659−6.7% | Reduced |
| XY Capital Ltd | 763,968 | $7.40M | 7.53% | +85,984+12.7% | Added |
| CIBC World Markets Inc. | 795,650 | $7.70M | 0.02% | −6,382−0.8% | Reduced |
| JPMorgan Chase & Co | 831,270 | $8.05M | 0.00% | −18,732−2.2% | Reduced |
| Anderson Hoagland & Co | 830,747 | $8.18M | 1.00% | +2,110+0.3% | Added |
| Royal Bank of Canada | 924,444 | $8.95M | 0.00% | −422,433−31.4% | Reduced |
| Causeway Capital Management LLC | 988,309 | $9.57M | 0.24% | −44,767−4.3% | Reduced |
| American Century Companies Inc | 1,209,292 | $11.7M | 0.01% | +72,017+6.3% | Added |
| Envestnet Asset Management Inc | 1,222,036 | $11.8M | 0.00% | −705,691−36.6% | Reduced |
| Bank of America Corp | 1,323,238 | $12.8M | 0.00% | −1,570,634−54.3% | Reduced |
| Jane Street Group, LLC | 1,611,597 | $15.6M | 0.02% | +1,382,136+602.3% | Added |
| Renaissance Technologies LLC | 1,716,070 | $16.6M | 0.03% | −251,200−12.8% | Reduced |
| Invesco Ltd. | 2,490,505 | $24.1M | 0.01% | −698,989−21.9% | Reduced |
| Dimensional Fund Advisors LP | 2,799,584 | $27.1M | 0.01% | +445,413+18.9% | Added |