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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 5 | $59 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 7 | $84 | 0.00% | +6+600.0% | Added |
| AdvisorNet Financial, Inc | 33 | $388 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 44 | $518 | 0.00% | +44 | New |
| Provenance Wealth Advisors, LLC | 49 | $577 | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 60 | $707 | 0.00% | −8,508−99.3% | Reduced |
| ClariVest Asset Management LLC | 87 | $1.03K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 104 | $1.22K | 0.00% | +104 | New |
| Larson Financial Group LLC | 109 | $1.28K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $1.35K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 116 | $1.36K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 118 | $1.39K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 153 | $1.80K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 164 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 167 | $1.97K | 0.00% | +111+198.2% | Added |
| Financial Synergies Wealth Advisors, Inc. | 183 | $2.15K | 0.00% | 00.0% | Unchanged |
| Motco | 187 | $2.20K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $2.35K | 0.00% | 00.0% | Unchanged |
| Amundi | 218 | $2.56K | 0.00% | +218 | New |
| Cornerstone Planning Group LLC | 223 | $2.58K | 0.00% | +191+596.9% | Added |
| Tower Research Capital LLC (TRC) | 230 | $2.71K | 0.00% | −1,067−82.3% | Reduced |
| Bessemer Group Inc | 227 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 274 | $3.05K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 277 | $3.26K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 285 | $3.35K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 295 | $3.40K | 0.00% | +295 | New |
| Oliver Lagore Vanvalin Investment Group | 297 | $3.50K | 0.00% | +297 | New |
| Jones Financial Companies LLLP | 299 | $3.52K | 0.00% | −126−29.6% | Reduced |
| ORG Partners LLC | 334 | $3.82K | 0.01% | +334 | New |
| Frazier Financial Advisors, LLC | 356 | $4.19K | 0.00% | +255+252.5% | Added |
| Transamerica Financial Advisors, Inc. | 407 | $5.00K | 0.00% | +407 | New |
| CoreCap Advisors, LLC | 430 | $5.06K | 0.00% | +430 | New |
| Raffa Wealth Management, LLC | 471 | $5.54K | 0.00% | +327+227.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 510 | $6.01K | 0.00% | +58+12.8% | Added |
| Manchester Capital Management LLC | 529 | $6.23K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 540 | $6.36K | 0.01% | +540 | New |
| Harbour Investments, Inc. | 546 | $6.43K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 562 | $7.00K | 0.01% | +1+0.2% | Added |
| Financial Management Professionals, Inc. | 839 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 927 | $11.0K | 0.00% | +60+6.9% | Added |
| Rothschild Investment LLC | 941 | $11.1K | 0.00% | +250+36.2% | Added |
| Eagle Bay Advisors LLC | 963 | $11.3K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 975 | $11.5K | 0.00% | +32+3.4% | Added |
| Cape Investment Advisory, Inc. | 990 | $11.7K | 0.01% | +306+44.7% | Added |
| EntryPoint Capital, LLC | 1,164 | $13.7K | 0.01% | +1,164 | New |
| Catalyst Funds Management Pty Ltd | 1,200 | $14.1K | 0.00% | +1,200 | New |
| Allworth Financial LP | 1,334 | $15.7K | 0.00% | +349+35.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,702 | $20.0K | 0.00% | +1,102+183.7% | Added |
| Fifth Third Bancorp | 1,736 | $20.4K | 0.00% | −744−30.0% | Reduced |
| HHM Wealth Advisors, LLC | 1,770 | $20.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,799 | $21.2K | 0.01% | +1,799 | New |
| CIBC Private Wealth Group, LLC | 2,081 | $23.8K | 0.00% | +2,081 | New |
| JFS Wealth Advisors, LLC | 2,274 | $26.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,546 | $28.8K | 0.00% | +697+37.7% | Added |
| First Horizon Advisors, Inc. | 2,478 | $29.2K | 0.00% | +243+10.9% | Added |
| Richardson Financial Services Inc. | 2,490 | $29.3K | 0.02% | +2,490 | New |
| Perritt Capital Management Inc | 2,500 | $29.4K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,614 | $31.0K | 0.00% | −114−4.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,880 | $33.9K | 0.00% | +2,539+744.6% | Added |
| TD Waterhouse Canada Inc. | 3,356 | $38.1K | 0.00% | +255+8.2% | Added |
| Bruce G. Allen Investments, LLC | 3,440 | $40.5K | 0.03% | −3−0.1% | Reduced |
| Farmers & Merchants Investments Inc | 3,558 | $41.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 4,260 | $50.1K | 0.00% | +479+12.7% | Added |
| Zions Bancorporation, N.A. | 4,646 | $54.7K | 0.00% | −97−2.0% | Reduced |
| IFP Advisors, Inc | 4,961 | $58.4K | 0.00% | −730−12.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,993 | $58.8K | 0.00% | +1,265+33.9% | Added |
| Rosenberg Matthew Hamilton | 5,146 | $58.8K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,103 | $60.1K | 0.00% | −9,731−65.6% | Reduced |
| Parkside Financial Bank & Trust | 5,806 | $68.3K | 0.01% | +426+7.9% | Added |
| Hexagon Capital Partners LLC | 6,116 | $72.0K | 0.02% | −44−0.7% | Reduced |
| Global Retirement Partners, LLC | 6,338 | $74.6K | 0.00% | +3,485+122.2% | Added |
| Assetmark, Inc | 6,873 | $80.9K | 0.00% | +232+3.5% | Added |
| AXA S.A. | 7,119 | $83.8K | 0.00% | +1,302+22.4% | Added |
| Quantbot Technologies LP | 7,556 | $88.9K | 0.01% | +7,556 | New |
| Farther Finance Advisors, LLC | 8,520 | $97.4K | 0.01% | +90+1.1% | Added |
| Paradigm Asset Management Co LLC | 8,300 | $97.7K | 0.02% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 10,000 | $112.2K | 0.02% | +10,000 | New |
| D'Orazio & Associates, Inc. | 10,066 | $118.5K | 0.02% | −106−1.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,122 | $119.1K | 0.00% | −281−2.7% | Reduced |
| CWM Advisors, LLC | 10,151 | $119.5K | 0.01% | +10,151 | New |
| Seven Mile Advisory | 10,156 | $119.5K | 0.09% | 00.0% | Unchanged |
| Wright Investors Service Inc | 10,226 | $120.4K | 0.03% | +10,226 | New |
| Headlands Technologies LLC | 10,259 | $120.7K | 0.03% | +10,259 | New |
| Legacy Financial Advisors, Inc. | 10,933 | $128.7K | 0.02% | +930+9.3% | Added |
| Commonwealth Equity Services, LLC | 11,165 | $131.0K | 0.00% | +11,165 | New |
| Flputnam Investment Management Co | 11,290 | $132.9K | 0.00% | +115+1.0% | Added |
| Ellevest, Inc. | 11,309 | $133.1K | 0.01% | +1,182+11.7% | Added |
| HB Wealth Management, LLC | 11,758 | $138.4K | 0.00% | +11,758 | New |
| Centiva Capital, LP | 12,070 | $142.1K | 0.01% | +12,070 | New |
| GAMMA Investing LLC | 12,171 | $143.3K | 0.03% | +2,014+19.8% | Added |
| Canopy Partners, LLC | 12,230 | $143.9K | 0.07% | +12,230 | New |
| Wedmont Private Capital | 12,900 | $150.0K | 0.01% | +216+1.7% | Added |
| HighPoint Advisor Group LLC | 13,085 | $153.0K | 0.01% | +1,161+9.7% | Added |
| Baader Bank INC | 13,000 | $153.0K | 0.01% | +13,000 | New |
| Prudent Man Advisors, LLC | 13,031 | $153.4K | 0.06% | −2,861−18.0% | Reduced |
| Acorn Creek Capital LLC | 13,243 | $155.9K | 0.10% | −49−0.4% | Reduced |
| Keel Point, LLC | 13,258 | $156.0K | 0.02% | +1,416+12.0% | Added |
| Regions Financial Corp | 13,297 | $156.5K | 0.00% | −27,248−67.2% | Reduced |
| Smartleaf Asset Management LLC | 13,389 | $158.1K | 0.03% | −2,459−15.5% | Reduced |
| Rehmann Capital Advisory Group | 13,586 | $159.9K | 0.01% | −1,774−11.5% | Reduced |