Sumitomo Mitsui Financial Group, Inc.

SMFG

Exchange: NYSE
Industry: Commercial Banks, NEC
SEC CIK: 0001022837

SEC filings (opens in a new tab)

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

Q1 2024 vs. Q4 2023

How the institutions holding Sumitomo Mitsui Financial Group, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of SMFG: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	308	4	309	+5
Shares	94.1M	516.3K	94.2M	+625.4K (+0.7%)
Value	$910.8M	$4.99M	$1.11B	+$200.6M (+22.1%)

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (45)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to SMFG in Q1 2024
Institution	Shares	Value	% of portfolio
Clark Capital Management Group, Inc.	4,222,423	$49.7M	0.37%
Cowen and Company, LLC	2,800,730	$33.0M	1.29%
Simplicity Wealth,LLC	455,282	$5.36M	0.13%
BTC Capital Management, Inc.	183,885	$2.16M	0.20%
Schonfeld Strategic Advisors LLC	110,901	$1.31M	0.01%
AQR Capital Management LLC	83,120	$978.3K	0.00%
Grey Street Capital, LLC	61,755	$728.2K	0.10%
Diversify Advisory Services, LLC	53,971	$616.9K	0.04%
Banco Santander, S.A.	43,000	$506.1K	0.01%
Rockefeller Capital Management L.P.	23,484	$276.4K	0.00%
Capstone Investment Advisors, LLC	22,036	$259.4K	0.00%
Arrowstreet Capital, Limited Partnership	19,686	$232.0K	0.00%
BSW Wealth Partners	18,029	$212.2K	0.04%
Shilanski & Associates, Inc.	17,502	$206.0K	0.07%
Y-Intercept (Hong Kong) Ltd	17,202	$202.5K	0.02%
Csenge Advisory Group	17,201	$202.5K	0.01%
Catalina Capital Group, LLC	16,286	$191.7K	0.08%
Stratos Wealth Partners, LTD.	14,916	$175.6K	0.00%
Wedbush Securities Inc	14,421	$170.0K	0.01%
Baader Bank INC	13,000	$153.0K	0.01%
Canopy Partners, LLC	12,230	$143.9K	0.07%
Centiva Capital, LP	12,070	$142.1K	0.01%
HB Wealth Management, LLC	11,758	$138.4K	0.00%
Commonwealth Equity Services, LLC	11,165	$131.0K	0.00%
Headlands Technologies LLC	10,259	$120.7K	0.03%
Wright Investors Service Inc	10,226	$120.4K	0.03%
CWM Advisors, LLC	10,151	$119.5K	0.01%
Onyx Bridge Wealth Group LLC	10,000	$112.2K	0.02%
Quantbot Technologies LP	7,556	$88.9K	0.01%
Richardson Financial Services Inc.	2,490	$29.3K	0.02%
CIBC Private Wealth Group, LLC	2,081	$23.8K	0.00%
Rise Advisors, LLC	1,799	$21.2K	0.01%
Catalyst Funds Management Pty Ltd	1,200	$14.1K	0.00%
EntryPoint Capital, LLC	1,164	$13.7K	0.01%
Redmont Wealth Advisors LLC	540	$6.36K	0.01%
CoreCap Advisors, LLC	430	$5.06K	0.00%
Transamerica Financial Advisors, Inc.	407	$5.00K	0.00%
ORG Partners LLC	334	$3.82K	0.01%
Oliver Lagore Vanvalin Investment Group	297	$3.50K	0.00%
Continuum Advisory, LLC	295	$3.40K	0.00%
Amundi	218	$2.56K	0.00%
Private Ocean, LLC	104	$1.22K	0.00%
Harbor Investment Advisory, LLC	44	$518	0.00%
Bailard, Inc.	95,000	–	–
Groupama Asset Managment	44,680	–	–

Sold out (40)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of SMFG in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
XY Capital Ltd	763,968	$7.40M
Old Mission Capital LLC	647,389	$6.27M
GTS Securities LLC	528,651	$5.12M
National Bank of Canada	406,400	$3.92M
StoneX Group Inc.	246,988	$2.39M
Susquehanna International Group Ltd.	175,640	$1.70M
Georgetown University	160,183	$1.55M
Sanders Capital, LLC	139,963	$1.35M
Point72 Asset Management, L.P.	97,900	$947.7K
BNP Paribas Arbitrage, SA	85,626	$828.9K
Vident Advisory, LLC	84,013	$813.2K
Tiger Pacific Capital LP	66,098	$639.8K
Oppenheimer Asset Management Inc.	64,804	$627.3K
Cetera Advisor Networks LLC	33,652	$325.8K
Seven Eight Capital, LP	25,161	$243.6K
Two Sigma Securities, LLC	24,257	$234.8K
Dana Investment Advisors, Inc.	23,702	$229.4K
Fiduciary Family Office, LLC	23,322	$225.8K
Nomura Holdings Inc	23,000	$222.6K
Virtu Financial LLC	20,281	$196.0K
Sapient Capital LLC	17,467	$169.1K
Engineers Gate Manager LP	15,005	$145.2K
VanderPol Investments L.L.C.	13,342	$129.2K
GeoWealth Management, LLC	11,916	$115.0K
Summit Trail Advisors, LLC	11,819	$114.4K
Catalytic Wealth RIA, LLC	11,161	$108.0K
PEAK6 Investments LLC	7,967	$77.1K
Glassman Wealth Services	6,492	$62.8K
Bokf, NA	1,469	$14.2K
Group One Trading, L.P.	399	$3.86K
FinTrust Capital Advisors, LLC	319	$3.09K
Advisory Services Network, LLC	243	$2.35K
Credential Qtrade Securities Inc.	210	$2.03K
Simplex Trading, LLC	295	$2.00K
Bourgeon Capital Management LLC	195	$1.89K
Spire Wealth Management	187	$1.84K
Proequities, Inc.	169	$1.64K
Carolinas Wealth Consulting LLC	132	$1.28K
Tennessee Valley Asset Management Partners	132	$1.28K
Grove Bank & Trust	75	$726

Not filed for Q1 2024 yet (4)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMFG in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Sawtooth Solutions, LLC	468,009	$4.53M
DFPG Investments, LLC	48,206	$462.8K
Coppell Advisory Solutions LLC	57	$552
Baystate Wealth Management LLC	38	$369