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, Q1 2024
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Mar 31, 2024. 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
- 309
- +5 vs. Q4 2023
- Shares held
- 94.2M
- +625.4K (+0.7%) vs. Q4 2023
- Total value
- $1.11B
- +$200.6M (+22.1%) vs. Q4 2023
- New holders
- 45
- 131 more added
- Sold out
- 40
- 93 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,123,428 | $142.7M | 0.01% | −1,259,023−9.4% | Reduced |
| Goldman Sachs Group Inc | 10,915,210 | $128.5M | 0.03% | −118,010−1.1% | Reduced |
| FMR LLC | 7,050,938 | $83.0M | 0.01% | +23,453+0.3% | Added |
| BlackRock Inc. | 6,621,399 | $77.9M | 0.00% | −22,808−0.3% | Reduced |
| Wells Fargo & Company | 4,276,194 | $50.3M | 0.01% | +6,132+0.1% | Added |
| Clark Capital Management Group, Inc. | 4,222,423 | $49.7M | 0.37% | +4,222,423 | New |
| Cowen Investment Management LLC | 3,301,575 | $38.9M | 47.90% | −850,000−20.5% | Reduced |
| Millennium Management LLC | 3,214,755 | $37.8M | 0.03% | −12,930−0.4% | Reduced |
| Dimensional Fund Advisors LP | 2,951,743 | $34.7M | 0.01% | +152,159+5.4% | Added |
| Northern Trust Corp | 2,890,646 | $34.0M | 0.01% | −503,808−14.8% | Reduced |
| Cowen and Company, LLC | 2,800,730 | $33.0M | 1.29% | +2,800,730 | New |
| Invesco Ltd. | 1,874,028 | $22.1M | 0.00% | −616,477−24.8% | Reduced |
| Renaissance Technologies LLC | 1,566,970 | $18.4M | 0.03% | −149,100−8.7% | Reduced |
| Envestnet Asset Management Inc | 1,563,278 | $18.4M | 0.01% | +341,242+27.9% | Added |
| Bank of America Corp | 1,323,126 | $15.6M | 0.00% | −1120.0% | Reduced |
| American Century Companies Inc | 1,275,724 | $15.0M | 0.01% | +66,432+5.5% | Added |
| Royal Bank of Canada | 931,410 | $11.0M | 0.00% | +6,966+0.8% | Added |
| Anderson Hoagland & Co | 859,561 | $9.92M | 1.11% | +28,814+3.5% | Added |
| JPMorgan Chase & Co | 835,904 | $9.84M | 0.00% | +4,634+0.6% | Added |
| Citadel Advisors LLC | 674,952 | $7.94M | 0.01% | +585,645+655.8% | Added |
| CIBC Asset Management Inc | 639,223 | $7.52M | 0.03% | −19,978−3.0% | Reduced |
| CIBC World Markets Inc. | 579,357 | $6.82M | 0.02% | −216,293−27.2% | Reduced |
| Franklin Resources Inc | 559,472 | $6.58M | 0.00% | −27,190−4.6% | Reduced |
| Natixis Advisors, L.P. | 549,278 | $6.46M | 0.01% | −57,343−9.5% | Reduced |
| Moran Wealth Management, LLC | 528,313 | $6.22M | 0.20% | +1,787+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 523,752 | $6.16M | 0.07% | +86,898+19.9% | Added |
| Stifel Financial Corp | 465,675 | $5.48M | 0.01% | +6,319+1.4% | Added |
| Bleakley Financial Group, LLC | 455,282 | $5.36M | 0.16% | −12,727−2.7% | Reduced |
| Simplicity Wealth,LLC | 455,282 | $5.36M | 0.13% | +455,282 | New |
| Ramirez Asset Management, Inc. | 449,293 | $5.29M | 1.07% | +75,126+20.1% | Added |
| Pathstone Holdings, LLC | 423,393 | $4.98M | 0.02% | −18,421−4.2% | Reduced |
| Crossmark Global Holdings, Inc. | 418,792 | $4.93M | 0.09% | −10,128−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 394,344 | $4.64M | 0.01% | +368,200+1,408.4% | Added |
| QRG Capital Management, Inc. | 393,742 | $4.63M | 0.06% | +103,875+35.8% | Added |
| Quantinno Capital Management LP | 391,682 | $4.61M | 0.10% | +21,534+5.8% | Added |
| Mariner, LLC | 390,434 | $4.60M | 0.01% | +34,361+9.6% | Added |
| Ethic Inc. | 368,972 | $4.34M | 0.11% | +14,398+4.1% | Added |
| Cerity Partners LLC | 346,928 | $4.08M | 0.01% | +104,330+43.0% | Added |
| UBS Group AG | 331,795 | $3.91M | 0.00% | −11,666−3.4% | Reduced |
| Creative Planning | 308,352 | $3.63M | 0.00% | +63,361+25.9% | Added |
| HighTower Advisors, LLC | 303,684 | $3.58M | 0.01% | +54,615+21.9% | Added |
| Veriti Management LLC | 302,246 | $3.56M | 0.26% | −6,250−2.0% | Reduced |
| Greenleaf Trust | 295,387 | $3.48M | 0.03% | +170+0.1% | Added |
| Charles Schwab Investment Management Inc | 284,446 | $3.35M | 0.00% | +96,206+51.1% | Added |
| Gilman Hill Asset Management, LLC | 275,879 | $3.25M | 0.58% | −126,590−31.5% | Reduced |
| Bank of New York Mellon Corp | 270,815 | $3.19M | 0.00% | −16,283−5.7% | Reduced |
| Eagle Global Advisors LLC | 270,000 | $3.18M | 0.18% | +60,000+28.6% | Added |
| Federated Hermes, Inc. | 264,422 | $3.11M | 0.01% | −12,859−4.6% | Reduced |
| US Bancorp | 258,358 | $3.04M | 0.00% | −7,100−2.7% | Reduced |
| Bank of Montreal | 249,796 | $2.96M | 0.00% | +10,708+4.5% | Added |
| Boston Partners | 251,597 | $2.96M | 0.00% | +90,959+56.6% | Added |
| Capital Wealth Planning, LLC | 235,566 | $2.77M | 0.03% | +118,235+100.8% | Added |
| Penserra Capital Management LLC | 235,566 | $2.77M | 0.03% | +118,235+100.8% | Added |
| Advisor Group Holdings, Inc. | 224,832 | $2.65M | 0.01% | +134,564+149.1% | Added |
| Calamos Advisors LLC | 211,720 | $2.49M | 0.01% | +67,720+47.0% | Added |
| Dorsey Wright & Associates | 208,395 | $2.45M | 0.64% | −5,304−2.5% | Reduced |
| The PNC Financial Services Group, Inc. | 208,397 | $2.45M | 0.00% | +3,196+1.6% | Added |
| Fisher Asset Management, LLC | 207,691 | $2.44M | 0.00% | +49,082+30.9% | Added |
| Legacy Wealth Asset Management, LLC | 206,342 | $2.43M | 0.68% | −748−0.4% | Reduced |
| Capital Fund Management S.A. | 202,410 | $2.38M | 0.03% | +314+0.2% | Added |
| Signaturefd, LLC | 200,781 | $2.36M | 0.05% | +12,283+6.5% | Added |
| Ameriprise Financial Inc | 195,538 | $2.30M | 0.00% | −1,077−0.5% | Reduced |
| Forum Financial Management, LP | 193,123 | $2.27M | 0.04% | +4,310+2.3% | Added |
| BTC Capital Management, Inc. | 183,885 | $2.16M | 0.20% | +183,885 | New |
| Mercer Global Advisors Inc | 175,823 | $2.07M | 0.01% | +59,576+51.2% | Added |
| Wetherby Asset Management Inc | 175,633 | $2.07M | 0.10% | +4,032+2.3% | Added |
| Qube Research & Technologies Ltd | 175,307 | $2.06M | 0.00% | −364,858−67.5% | Reduced |
| JustInvest LLC | 175,285 | $2.06M | 0.04% | +42,772+32.3% | Added |
| Rhumbline Advisers | 168,119 | $1.98M | 0.00% | +6,106+3.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 168,000 | $1.98M | 0.01% | −16,000−8.7% | Reduced |
| Augustine Asset Management Inc | 160,957 | $1.89M | 0.79% | −303−0.2% | Reduced |
| Cresset Asset Management, LLC | 149,255 | $1.76M | 0.01% | +25,616+20.7% | Added |
| Lockheed Martin Investment Management Co | 145,260 | $1.71M | 0.12% | −18,790−11.5% | Reduced |
| Tudor Investment Corp Et Al | 141,153 | $1.66M | 0.02% | +69,454+96.9% | Added |
| Naviter Wealth, LLC | 133,246 | $1.57M | 0.26% | +17,557+15.2% | Added |
| Orbis Allan Gray Ltd | 125,203 | $1.47M | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 120,000 | $1.41M | 0.00% | −132,901−52.6% | Reduced |
| Ritholtz Wealth Management | 118,206 | $1.39M | 0.05% | +16,615+16.4% | Added |
| Cetera Investment Advisers | 116,179 | $1.37M | 0.00% | +101,511+692.1% | Added |
| Yousif Capital Management, LLC | 115,576 | $1.36M | 0.02% | −2,370−2.0% | Reduced |
| Park Avenue Securities LLC | 111,607 | $1.31M | 0.02% | +62,123+125.5% | Added |
| Schonfeld Strategic Advisors LLC | 110,901 | $1.31M | 0.01% | +110,901 | New |
| Two Sigma Investments, LP | 101,800 | $1.20M | 0.00% | −2,600−2.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 96,777 | $1.14M | 0.20% | 00.0% | Unchanged |
| Prudential Financial Inc | 96,618 | $1.14M | 0.00% | +77,755+412.2% | Added |
| Jane Street Group, LLC | 96,090 | $1.13M | 0.00% | −1,515,507−94.0% | Reduced |
| CI Private Wealth, LLC | 91,331 | $1.07M | 0.00% | −344−0.4% | Reduced |
| Johnson Investment Counsel Inc | 89,896 | $1.06M | 0.01% | −8,108−8.3% | Reduced |
| Brinker Capital Investments, LLC | 88,694 | $1.04M | 0.01% | +2,980+3.5% | Added |
| Orion Portfolio Solutions, LLC | 88,694 | $1.04M | 0.01% | +2,980+3.5% | Added |
| Sequoia Financial Advisors, LLC | 86,812 | $1.02M | 0.01% | +3,833+4.6% | Added |
| Morningstar Investment Services LLC | 83,620 | $988.0K | 0.01% | −82,684−49.7% | Reduced |
| AQR Capital Management LLC | 83,120 | $978.3K | 0.00% | +83,120 | New |
| Dorsey & Whitney Trust CO LLC | 81,889 | $963.8K | 0.07% | −390.0% | Reduced |
| United Capital Financial Advisers, LLC | 81,372 | $957.7K | 0.01% | −8,442−9.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 78,288 | $921.5K | 0.07% | −362−0.5% | Reduced |
| LPL Financial LLC | 76,144 | $896.2K | 0.00% | +3,875+5.4% | Added |
| Investors Research Corp | 69,554 | $818.7K | 0.19% | −850−1.2% | Reduced |
| Mission Wealth Management, LP | 67,207 | $791.0K | 0.02% | −2,998−4.3% | Reduced |
| Aquatic Capital Management LLC | 66,800 | $786.2K | 0.03% | −59,000−46.9% | Reduced |