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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 81,928 | $793.1K | 0.06% | +627+0.8% | Added |
| Mount Yale Investment Advisors, LLC | 78,650 | $761.3K | 0.07% | +2,200+2.9% | Added |
| Eagle Asset Management Inc | 75,825 | $734.0K | 0.00% | −3,035−3.8% | Reduced |
| MML Investors Services, LLC | 72,902 | $706.0K | 0.00% | +8,386+13.0% | Added |
| Raymond James & Associates | 72,294 | $699.8K | 0.00% | −514,051−87.7% | Reduced |
| LPL Financial LLC | 72,269 | $699.6K | 0.00% | −153,258−68.0% | Reduced |
| Tudor Investment Corp Et Al | 71,699 | $694.0K | 0.01% | +32,394+82.4% | Added |
| Investors Research Corp | 70,404 | $681.5K | 0.16% | −125−0.2% | Reduced |
| Mission Wealth Management, LP | 70,205 | $679.6K | 0.02% | +5,066+7.8% | Added |
| Tiger Pacific Capital LP | 66,098 | $639.8K | 0.14% | +66,098 | New |
| Oppenheimer Asset Management Inc. | 64,804 | $627.3K | 0.01% | −13,557−17.3% | Reduced |
| Guggenheim Capital LLC | 63,631 | $615.9K | 0.00% | −1,287−2.0% | Reduced |
| Truist Financial Corp | 63,627 | $615.9K | 0.00% | −312,719−83.1% | Reduced |
| Quadrant Capital Group LLC | 63,013 | $610.0K | 0.05% | +3,206+5.4% | Added |
| Pacer Advisors, Inc. | 61,566 | $596.0K | 0.00% | +402+0.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 59,178 | $572.8K | 0.00% | +13,188+28.7% | Added |
| Lake Street Advisors Group, LLC | 58,428 | $565.6K | 0.03% | +1,295+2.3% | Added |
| Covenant Partners, LLC | 55,785 | $540.0K | 0.17% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 55,317 | $535.5K | 0.12% | −5,578−9.2% | Reduced |
| Captrust Financial Advisors | 53,533 | $518.2K | 0.00% | −40,934−43.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 53,076 | $513.8K | 0.00% | −9,457−15.1% | Reduced |
| M&T Bank Corp | 52,939 | $512.0K | 0.00% | −66,037−55.5% | Reduced |
| Gradient Investments LLC | 52,712 | $510.3K | 0.01% | −3,983−7.0% | Reduced |
| Flow Traders U.S. LLC | 52,052 | $504.0K | 0.02% | −75,083−59.1% | Reduced |
| Vanguard Capital Wealth Advisors | 51,774 | $501.2K | 0.41% | +1,559+3.1% | Added |
| AdvisorShares Investments LLC | 51,300 | $496.6K | 0.12% | +51,300 | New |
| Inspire Advisors, LLC | 51,181 | $495.4K | 0.07% | +6,193+13.8% | Added |
| Evergreen Capital Management LLC | 50,648 | $490.3K | 0.02% | −1,165−2.2% | Reduced |
| Park Avenue Securities LLC | 49,484 | $479.0K | 0.01% | −66−0.1% | Reduced |
| TownSquare Capital, LLC | 48,728 | $471.7K | 0.01% | +48,728 | New |
| CAPROCK Group, Inc. | 48,566 | $470.1K | 0.03% | +6,578+15.7% | Added |
| Westwood Holdings Group Inc. | 47,843 | $463.0K | 0.00% | −54,946−53.5% | Reduced |
| DFPG Investments, LLC | 48,206 | $462.8K | 0.04% | +48,206 | New |
| Ballentine Partners, LLC | 46,383 | $449.0K | 0.01% | +9,929+27.2% | Added |
| Checchi Capital Advisers, LLC | 42,994 | $416.1K | 0.03% | −2,440−5.4% | Reduced |
| PDS Planning, Inc | 41,164 | $398.5K | 0.05% | +1,617+4.1% | Added |
| Parallel Advisors, LLC | 40,961 | $396.5K | 0.01% | −1,498−3.5% | Reduced |
| Regions Financial Corp | 40,545 | $392.5K | 0.00% | −153,835−79.1% | Reduced |
| Glenmede Trust Co NA | 38,615 | $373.8K | 0.00% | +11,653+43.2% | Added |
| RNC Capital Management LLC | 38,110 | $368.9K | 0.02% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 37,996 | $367.8K | 0.16% | +37,996 | New |
| Pinnacle Wealth Planning Services, Inc. | 37,607 | $364.0K | 0.06% | −1,803−4.6% | Reduced |
| Sage Rhino Capital LLC | 36,005 | $348.5K | 0.09% | −766−2.1% | Reduced |
| Atomi Financial Group, Inc. | 35,153 | $340.3K | 0.05% | +35,153 | New |
| Cable Hill Partners, LLC | 34,099 | $332.8K | 0.04% | +3,980+13.2% | Added |
| Cetera Advisor Networks LLC | 33,652 | $325.8K | 0.00% | +14,628+76.9% | Added |
| Channing Global Advisors, LLC | 33,484 | $324.1K | 0.25% | −4,566−12.0% | Reduced |
| Advisors Asset Management, Inc. | 33,316 | $322.5K | 0.01% | −1,659−4.7% | Reduced |
| Pitcairn Co | 33,005 | $319.5K | 0.02% | +16,372+98.4% | Added |
| Mather Group, LLC. | 32,678 | $316.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 32,251 | $312.2K | 0.00% | −3,456−9.7% | Reduced |
| Susquehanna International Group, LLP | 31,518 | $305.1K | 0.00% | −246,961−88.7% | Reduced |
| V-Square Quantitative Management LLC | 30,575 | $296.0K | 0.07% | +30,575 | New |
| Boston Private Wealth LLC | 30,430 | $294.6K | 0.01% | +450+1.5% | Added |
| Gateway Advisory, LLC | 30,417 | $294.4K | 0.06% | +30,417 | New |
| Schechter Investment Advisors, LLC | 30,360 | $293.9K | 0.03% | −42,348−58.2% | Reduced |
| Gallacher Capital Management LLC | 29,773 | $288.2K | 0.16% | −4,332−12.7% | Reduced |
| Schroder Investment Management Group | 29,196 | $282.6K | 0.00% | −19,095−39.5% | Reduced |
| Principal Street Partners, LLC | 29,134 | $282.0K | 0.07% | −28,764−49.7% | Reduced |
| GWM Advisors LLC | 27,862 | $277.1K | 0.00% | −47,288−62.9% | Reduced |
| Umb Bank N A | 28,396 | $274.9K | 0.00% | −1,729−5.7% | Reduced |
| Atlas Capital Advisors LLC | 28,028 | $271.3K | 0.04% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 27,663 | $267.8K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 26,652 | $258.0K | 0.08% | +26,652 | New |
| D. E. Shaw & Co., Inc. | 26,144 | $253.1K | 0.00% | +26,144 | New |
| Traveka Wealth, LLC | 25,540 | $247.2K | 0.12% | +25,540 | New |
| Ieq Capital, LLC | 25,447 | $246.3K | 0.00% | +6,284+32.8% | Added |
| Seven Eight Capital, LP | 25,161 | $243.6K | 0.03% | +25,161 | New |
| Private Advisor Group, LLC | 25,096 | $242.9K | 0.00% | −5,097−16.9% | Reduced |
| Ewa, LLC | 22,744 | $237.0K | 0.12% | +416+1.9% | Added |
| Two Sigma Securities, LLC | 24,257 | $234.8K | 0.01% | +24,257 | New |
| HSBC Holdings PLC | 23,943 | $231.8K | 0.00% | −608−2.5% | Reduced |
| Dana Investment Advisors, Inc. | 23,702 | $229.4K | 0.01% | +3,183+15.5% | Added |
| Fiduciary Family Office, LLC | 23,322 | $225.8K | 0.10% | +23,322 | New |
| Pzena Investment Management LLC | 23,154 | $224.1K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 23,000 | $222.6K | 0.00% | +23,000 | New |
| Aaron Wealth Advisors | 22,574 | $218.5K | 0.04% | +22,574 | New |
| Sivia Capital Partners, LLC | 20,915 | $202.5K | 0.15% | +20,915 | New |
| Prime Capital Investment Advisors, LLC | 20,908 | $202.4K | 0.00% | +20,908 | New |
| West Family Investments, Inc. | 20,500 | $198.4K | 0.07% | +2,985+17.0% | Added |
| Werba Rubin Papier Wealth Management | 20,388 | $197.4K | 0.07% | −1,929−8.6% | Reduced |
| Virtu Financial LLC | 20,281 | $196.0K | 0.02% | +20,281 | New |
| Barclays PLC | 20,000 | $193.6K | 0.00% | 00.0% | Unchanged |
| Five Oceans Advisors | 19,870 | $192.3K | 0.11% | −4,556−18.7% | Reduced |
| Drive Wealth Management, LLC | 19,062 | $184.5K | 0.06% | +1,314+7.4% | Added |
| Prudential Financial Inc | 18,863 | $182.6K | 0.00% | −505−2.6% | Reduced |
| Russell Investments Group, Ltd. | 18,561 | $179.7K | 0.00% | +543+3.0% | Added |
| Wrapmanager Inc | 18,355 | $177.7K | 0.05% | +18,355 | New |
| Clarius Group, LLC | 18,286 | $177.0K | 0.01% | +5,874+47.3% | Added |
| Kestra Advisory Services, LLC | 17,935 | $173.6K | 0.00% | −1,605−8.2% | Reduced |
| New Republic Capital, LLC | 17,903 | $173.3K | 0.12% | +340+1.9% | Added |
| Beverly Hills Private Wealth, LLC | 17,502 | $169.4K | 0.04% | −36,893−67.8% | Reduced |
| Sapient Capital LLC | 17,467 | $169.1K | 0.00% | +17,467 | New |
| Seeds Investor LLC | 17,333 | $167.8K | 0.19% | +17,333 | New |
| Envestnet Portfolio Solutions, Inc. | 16,619 | $160.9K | 0.00% | −5,997−26.5% | Reduced |
| Lindbrook Capital, LLC | 16,192 | $156.7K | 0.02% | +291+1.8% | Added |
| Citigroup Inc | 15,951 | $154.4K | 0.00% | +2,331+17.1% | Added |
| Prudent Man Advisors, LLC | 15,892 | $153.8K | 0.06% | −3,026−16.0% | Reduced |
| Claro Advisors LLC | 15,769 | $152.6K | 0.03% | +15,769 | New |
| Smartleaf Asset Management LLC | 15,848 | $152.6K | 0.04% | +15,848 | New |