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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 3,227,685 | $31.2M | 0.03% | +3,028,831+1,523.1% | Added |
| Northern Trust Corp | 3,394,454 | $32.9M | 0.01% | −81,548−2.3% | Reduced |
| Cowen Investment Management LLC | 4,151,575 | $40.2M | 49.29% | −1,0000.0% | Reduced |
| Wells Fargo & Company | 4,270,062 | $41.3M | 0.01% | −773,184−15.3% | Reduced |
| BlackRock Inc. | 6,644,207 | $64.3M | 0.00% | +231,786+3.6% | Added |
| FMR LLC | 7,027,485 | $68.0M | 0.01% | +66,577+1.0% | Added |
| Goldman Sachs Group Inc | 11,033,220 | $106.8M | 0.02% | −675,479−5.8% | Reduced |
| Morgan Stanley | 13,382,451 | $129.5M | 0.01% | +1,121,992+9.2% | Added |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −920,334−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −348,119−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −177,783−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −151,300−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −143,087−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −124,345−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −75,760−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −66,010−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −49,223−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −46,152−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −38,496−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −37,330−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −29,492−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −22,181−100.0% | Sold out |
| AlphaQ Advisors LLC | 0 | $0 | 0.00% | −19,857−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −16,436−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −15,020−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,147−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −14,133−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −13,174−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −11,647−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −11,047−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −10,893−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −10,650−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −10,616−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −1,398−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| BTC Capital Management, Inc. | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |