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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 15,669 | $151.7K | 0.03% | +15,669 | New |
| First Affirmative Financial Network | 15,486 | $149.9K | 0.12% | +893+6.1% | Added |
| Rehmann Capital Advisory Group | 15,360 | $148.7K | 0.01% | −8,282−35.0% | Reduced |
| Ronald Blue Trust, Inc. | 14,834 | $147.0K | 0.00% | +5,918+66.4% | Added |
| Valeo Financial Advisors, LLC | 15,121 | $146.4K | 0.01% | −1,992−11.6% | Reduced |
| Engineers Gate Manager LP | 15,005 | $145.2K | 0.00% | +15,005 | New |
| Apollon Wealth Management, LLC | 14,819 | $143.4K | 0.00% | +14,819 | New |
| Trust Point Inc. | 14,675 | $142.1K | 0.01% | +14,675 | New |
| Cetera Investment Advisers | 14,668 | $142.0K | 0.00% | −14,855−50.3% | Reduced |
| HighPoint Advisor Group LLC | 11,924 | $141.0K | 0.01% | +11,924 | New |
| Keybank National Association | 14,444 | $139.8K | 0.00% | −942−6.1% | Reduced |
| Callan Capital, LLC | 14,240 | $137.8K | 0.01% | +14,240 | New |
| CWM, LLC | 14,082 | $136.0K | 0.00% | +28+0.2% | Added |
| State Street Corp | 13,954 | $135.1K | 0.00% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 13,342 | $129.2K | 0.44% | +13,342 | New |
| Acorn Creek Capital LLC | 13,292 | $128.7K | 0.06% | +13,292 | New |
| Wedmont Private Capital | 12,684 | $126.3K | 0.01% | +2,517+24.8% | Added |
| Barometer Capital Management Inc. | 12,700 | $122.9K | 0.03% | +12,700 | New |
| GeoWealth Management, LLC | 11,916 | $115.0K | 0.01% | +11,916 | New |
| Keel Point, LLC | 11,842 | $114.6K | 0.01% | +1,042+9.6% | Added |
| Summit Trail Advisors, LLC | 11,819 | $114.4K | 0.00% | +11,819 | New |
| Neuberger Berman Group LLC | 11,745 | $113.7K | 0.00% | +11,745 | New |
| Flputnam Investment Management Co | 11,175 | $108.2K | 0.00% | +11,175 | New |
| Catalytic Wealth RIA, LLC | 11,161 | $108.0K | 0.05% | +11,161 | New |
| GAMMA Investing LLC | 10,157 | $104.5K | 0.03% | +10,157 | New |
| Buckingham Strategic Wealth, LLC | 10,403 | $100.7K | 0.00% | +53+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 10,353 | $100.2K | 0.00% | +1,852+21.8% | Added |
| D'Orazio & Associates, Inc. | 10,172 | $98.5K | 0.02% | +10,172 | New |
| Seven Mile Advisory | 10,156 | $98.3K | 0.09% | +81+0.8% | Added |
| Ellevest, Inc. | 10,127 | $98.0K | 0.01% | +10,127 | New |
| Legacy Financial Advisors, Inc. | 10,003 | $96.8K | 0.02% | −440−4.2% | Reduced |
| SYSTM Wealth Solutions LLC | 8,568 | $82.9K | 0.01% | −14,837−63.4% | Reduced |
| Farther Finance Advisors, LLC | 8,430 | $81.6K | 0.01% | +7,536+843.0% | Added |
| Paradigm Asset Management Co LLC | 8,300 | $80.3K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 7,967 | $77.1K | 0.00% | −56,041−87.6% | Reduced |
| Assetmark, Inc | 6,641 | $64.3K | 0.00% | +847+14.6% | Added |
| Glassman Wealth Services | 6,492 | $62.8K | 0.01% | +515+8.6% | Added |
| Hexagon Capital Partners LLC | 6,160 | $59.6K | 0.01% | +1,239+25.2% | Added |
| AXA S.A. | 5,817 | $56.3K | 0.00% | +1,222+26.6% | Added |
| IFP Advisors, Inc | 5,691 | $55.1K | 0.00% | −54−0.9% | Reduced |
| Parkside Financial Bank & Trust | 5,380 | $52.1K | 0.01% | +126+2.4% | Added |
| Rosenberg Matthew Hamilton | 5,146 | $49.8K | 0.02% | −1,384−21.2% | Reduced |
| Zions Bancorporation, N.A. | 4,743 | $45.9K | 0.00% | −41,063−89.6% | Reduced |
| Huntington National Bank | 3,781 | $36.6K | 0.00% | −8,878−70.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,728 | $36.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3,558 | $34.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,493 | $33.8K | 0.00% | +3,493 | New |
| Bruce G. Allen Investments, LLC | 3,443 | $33.3K | 0.03% | +3,443 | New |
| TD Waterhouse Canada Inc. | 3,101 | $29.9K | 0.00% | +3,000+2,970.3% | Added |
| Global Retirement Partners, LLC | 2,853 | $28.1K | 0.00% | −16−0.6% | Reduced |
| NBC Securities, Inc. | 2,728 | $26.0K | 0.00% | −7,026−72.0% | Reduced |
| Perritt Capital Management Inc | 2,500 | $24.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,480 | $24.0K | 0.00% | +311+14.3% | Added |
| JFS Wealth Advisors, LLC | 2,274 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,235 | $21.6K | 0.00% | +34+1.5% | Added |
| EverSource Wealth Advisors, LLC | 1,849 | $17.9K | 0.00% | +152+9.0% | Added |
| HHM Wealth Advisors, LLC | 1,770 | $17.1K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,469 | $14.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,297 | $12.6K | 0.00% | −2,973−69.6% | Reduced |
| Allworth Financial LP | 985 | $9.54K | 0.00% | +101+11.4% | Added |
| Eagle Bay Advisors LLC | 963 | $9.32K | 0.01% | −463−32.5% | Reduced |
| RFP Financial Group LLC | 943 | $9.13K | 0.00% | +943 | 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 |
| Rothschild Investment LLC | 691 | $6.69K | 0.00% | +691 | New |
| Cape Investment Advisory, Inc. | 684 | $6.62K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $5.81K | 0.00% | +10+1.7% | Added |
| Harbour Investments, Inc. | 546 | $5.29K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 529 | $5.12K | 0.00% | −335−38.8% | Reduced |
| Financial Connections Group, Inc. | 561 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 452 | $4.38K | 0.00% | +185+69.3% | Added |
| Jones Financial Companies LLLP | 425 | $4.11K | 0.00% | +108+34.1% | Added |
| Group One Trading, L.P. | 399 | $3.86K | 0.00% | −1,900−82.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 341 | $3.30K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 319 | $3.09K | 0.00% | −156−32.8% | Reduced |
| Wetzel Investment Advisors, Inc. | 274 | $3.00K | 0.00% | +274 | New |
| Nemes Rush Group LLC | 285 | $2.76K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 277 | $2.68K | 0.00% | −2,894−91.3% | Reduced |
| Advisory Services Network, LLC | 243 | $2.35K | 0.00% | −27,691−99.1% | Reduced |
| Credential Qtrade Securities Inc. | 210 | $2.03K | 0.00% | −17,747−98.8% | Reduced |
| Simplex Trading, LLC | 295 | $2.00K | 0.00% | −302−50.6% | Reduced |
| Bessemer Group Inc | 227 | $2.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $1.94K | 0.00% | +200 | New |
| Bourgeon Capital Management LLC | 195 | $1.89K | 0.00% | +61+45.5% | Added |
| Spire Wealth Management | 187 | $1.84K | 0.00% | −339−64.4% | Reduced |
| Motco | 187 | $1.81K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 169 | $1.64K | 0.00% | −227−57.3% | Reduced |
| Johnson Financial Group, Inc. | 164 | $1.59K | 0.00% | +164 | New |
| Tyler-Stone Wealth Management | 153 | $1.48K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 183 | $1.47K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 144 | $1.39K | 0.00% | +144 | New |
| Carolinas Wealth Consulting LLC | 132 | $1.28K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 132 | $1.28K | 0.00% | +132 | New |
| Abound Wealth Management | 118 | $1.14K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 116 | $1.12K | 0.00% | +116 | New |
| CVA Family Office, LLC | 115 | $1.11K | 0.00% | +115 | New |
| Larson Financial Group LLC | 109 | $1.05K | 0.00% | +109 | New |
| Frazier Financial Advisors, LLC | 101 | $978 | 0.00% | +101 | New |
| ClariVest Asset Management LLC | 87 | $838 | 0.00% | +87 | New |
| Grove Bank & Trust | 75 | $726 | 0.00% | 00.0% | Unchanged |