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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 13,627 | $160.4K | 0.03% | −2,042−13.0% | Reduced |
| State Street Corp | 13,954 | $164.2K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,421 | $170.0K | 0.01% | +14,421 | New |
| Valeo Financial Advisors, LLC | 15,121 | $172.1K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 14,894 | $175.3K | 0.01% | +75+0.5% | Added |
| Stratos Wealth Partners, LTD. | 14,916 | $175.6K | 0.00% | +14,916 | New |
| CWM, LLC | 15,715 | $185.0K | 0.00% | +1,633+11.6% | Added |
| Catalina Capital Group, LLC | 16,286 | $191.7K | 0.08% | +16,286 | New |
| Keybank National Association | 16,424 | $193.3K | 0.00% | +1,980+13.7% | Added |
| Claro Advisors LLC | 16,712 | $196.7K | 0.03% | +943+6.0% | Added |
| First Affirmative Financial Network | 16,948 | $199.5K | 0.15% | +1,462+9.4% | Added |
| Csenge Advisory Group | 17,201 | $202.5K | 0.01% | +17,201 | New |
| Y-Intercept (Hong Kong) Ltd | 17,202 | $202.5K | 0.02% | +17,202 | New |
| Lindbrook Capital, LLC | 17,368 | $204.4K | 0.02% | +1,176+7.3% | Added |
| Shilanski & Associates, Inc. | 17,502 | $206.0K | 0.07% | +17,502 | New |
| New Republic Capital, LLC | 17,903 | $210.7K | 0.13% | 00.0% | Unchanged |
| BSW Wealth Partners | 18,029 | $212.2K | 0.04% | +18,029 | New |
| Seeds Investor LLC | 18,090 | $212.9K | 0.20% | +757+4.4% | Added |
| Beverly Hills Private Wealth, LLC | 18,369 | $216.2K | 0.05% | +867+5.0% | Added |
| Wrapmanager Inc | 18,478 | $217.5K | 0.06% | +123+0.7% | Added |
| Trust Point Inc. | 18,494 | $217.7K | 0.02% | +3,819+26.0% | Added |
| Allspring Global Investments Holdings, LLC | 18,796 | $221.2K | 0.00% | +8,443+81.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,283 | $227.0K | 0.00% | −33,793−63.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 19,686 | $232.0K | 0.00% | +19,686 | New |
| Five Oceans Advisors | 19,870 | $233.9K | 0.12% | 00.0% | Unchanged |
| Barclays PLC | 20,000 | $235.4K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 20,282 | $238.7K | 0.02% | +1,996+10.9% | Added |
| Causeway Capital Management LLC | 20,361 | $239.6K | 0.01% | −967,948−97.9% | Reduced |
| Drive Wealth Management, LLC | 20,416 | $240.3K | 0.07% | +1,354+7.1% | Added |
| Prime Capital Investment Advisors, LLC | 20,813 | $245.0K | 0.00% | −95−0.5% | Reduced |
| Private Advisor Group, LLC | 21,032 | $247.5K | 0.00% | −4,064−16.2% | Reduced |
| Werba Rubin Papier Wealth Management | 21,041 | $247.7K | 0.07% | +653+3.2% | Added |
| Ewa, LLC | 21,413 | $248.4K | 0.11% | −1,331−5.9% | Reduced |
| West Family Investments, Inc. | 21,215 | $249.7K | 0.08% | +715+3.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 21,395 | $251.8K | 0.00% | +4,776+28.7% | Added |
| Sivia Capital Partners, LLC | 21,644 | $254.8K | 0.17% | +729+3.5% | Added |
| Capstone Investment Advisors, LLC | 22,036 | $259.4K | 0.00% | +22,036 | New |
| Pzena Investment Management LLC | 22,739 | $267.6K | 0.00% | −415−1.8% | Reduced |
| Citigroup Inc | 23,266 | $273.8K | 0.00% | +7,315+45.9% | Added |
| Rockefeller Capital Management L.P. | 23,484 | $276.4K | 0.00% | +23,484 | New |
| Raymond James Financial Services Advisors, Inc. | 23,571 | $277.4K | 0.00% | −8,680−26.9% | Reduced |
| Flow Traders U.S. LLC | 23,730 | $279.0K | 0.01% | −28,322−54.4% | Reduced |
| HSBC Holdings PLC | 24,695 | $290.7K | 0.00% | +752+3.1% | Added |
| Russell Investments Group, Ltd. | 25,753 | $303.1K | 0.00% | +7,192+38.7% | Added |
| Traveka Wealth, LLC | 26,647 | $313.6K | 0.14% | +1,107+4.3% | Added |
| Louisbourg Investments Inc. | 26,652 | $313.7K | 0.09% | 00.0% | Unchanged |
| Mather Group, LLC. | 32,760 | $317.1K | 0.01% | +82+0.3% | Added |
| Atlas Capital Advisors LLC | 27,389 | $322.4K | 0.05% | −639−2.3% | Reduced |
| Cable Hill Partners, LLC | 34,099 | $332.8K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 28,396 | $334.2K | 0.01% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 29,134 | $338.0K | 0.06% | 00.0% | Unchanged |
| Callan Capital, LLC | 28,882 | $339.9K | 0.03% | +14,642+102.8% | Added |
| Schroder Investment Management Group | 29,126 | $342.8K | 0.00% | −70−0.2% | Reduced |
| GWM Advisors LLC | 29,280 | $344.6K | 0.00% | +1,418+5.1% | Added |
| Gallacher Capital Management LLC | 29,394 | $346.0K | 0.18% | −379−1.3% | Reduced |
| V-Square Quantitative Management LLC | 30,575 | $347.9K | 0.06% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 30,009 | $353.2K | 0.01% | −421−1.4% | Reduced |
| Ieq Capital, LLC | 30,697 | $361.3K | 0.01% | +5,250+20.6% | Added |
| Jefferies Financial Group Inc. | 31,658 | $372.6K | 0.01% | +3,995+14.4% | Added |
| Barometer Capital Management Inc. | 33,554 | $379.8K | 0.10% | +20,854+164.2% | Added |
| Pitcairn Co | 32,280 | $379.9K | 0.02% | −725−2.2% | Reduced |
| Captrust Financial Advisors | 32,846 | $386.6K | 0.00% | −20,687−38.6% | Reduced |
| Neuberger Berman Group LLC | 32,919 | $387.5K | 0.00% | +21,174+180.3% | Added |
| Channing Global Advisors, LLC | 32,964 | $388.0K | 0.33% | −520−1.6% | Reduced |
| Schechter Investment Advisors, LLC | 33,599 | $395.5K | 0.03% | +3,239+10.7% | Added |
| Gateway Advisory, LLC | 34,893 | $410.7K | 0.07% | +4,476+14.7% | Added |
| Integrated Wealth Concepts LLC | 34,944 | $411.3K | 0.01% | −191,643−84.6% | Reduced |
| Truist Financial Corp | 36,164 | $425.7K | 0.00% | −27,463−43.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 36,926 | $434.6K | 0.00% | −22,252−37.6% | Reduced |
| Vise Technologies, Inc. | 36,983 | $435.3K | 0.09% | −18,334−33.1% | Reduced |
| Sage Rhino Capital LLC | 37,004 | $435.5K | 0.10% | +999+2.8% | Added |
| Covenant Partners, LLC | 37,262 | $438.6K | 0.13% | −18,523−33.2% | Reduced |
| RNC Capital Management LLC | 37,865 | $445.7K | 0.03% | −245−0.6% | Reduced |
| Aaron Wealth Advisors | 37,981 | $447.0K | 0.06% | +15,407+68.3% | Added |
| Lazard Asset Management LLC | 39,411 | $463.0K | 0.00% | −44,652−53.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 39,424 | $464.0K | 0.07% | +1,817+4.8% | Added |
| Advisors Asset Management, Inc. | 40,312 | $474.5K | 0.01% | +6,996+21.0% | Added |
| Glenmede Trust Co NA | 40,600 | $477.9K | 0.00% | +1,985+5.1% | Added |
| Raymond James & Associates | 41,254 | $485.6K | 0.00% | −31,040−42.9% | Reduced |
| Vanguard Capital Wealth Advisors | 42,563 | $501.0K | 0.35% | −9,211−17.8% | Reduced |
| PDS Planning, Inc | 42,769 | $503.4K | 0.05% | +1,605+3.9% | Added |
| Banco Santander, S.A. | 43,000 | $506.1K | 0.01% | +43,000 | New |
| Checchi Capital Advisers, LLC | 43,590 | $513.1K | 0.04% | +596+1.4% | Added |
| Atomi Financial Group, Inc. | 46,047 | $542.0K | 0.05% | +10,894+31.0% | Added |
| Westwood Holdings Group Inc. | 47,852 | $563.0K | 0.00% | +90.0% | Added |
| CAPROCK Group, Inc. | 48,637 | $572.5K | 0.03% | +71+0.1% | Added |
| Gradient Investments LLC | 48,779 | $574.1K | 0.01% | −3,933−7.5% | Reduced |
| Guggenheim Capital LLC | 50,082 | $589.5K | 0.00% | −13,549−21.3% | Reduced |
| AdvisorShares Investments LLC | 50,488 | $594.2K | 0.10% | −812−1.6% | Reduced |
| Evergreen Capital Management LLC | 51,013 | $600.4K | 0.02% | +365+0.7% | Added |
| Principal Securities, Inc. | 51,145 | $602.0K | 0.02% | +47,652+1,364.2% | Added |
| Parallel Advisors, LLC | 52,153 | $613.8K | 0.02% | +11,192+27.3% | Added |
| M&T Bank Corp | 52,182 | $614.6K | 0.00% | −757−1.4% | Reduced |
| Diversify Advisory Services, LLC | 53,971 | $616.9K | 0.04% | +53,971 | New |
| BKM Wealth Management, LLC | 53,010 | $623.9K | 0.27% | +15,014+39.5% | Added |
| Ballentine Partners, LLC | 53,380 | $628.3K | 0.01% | +6,997+15.1% | Added |
| Axq Capital, LP | 53,943 | $634.9K | 0.15% | −29,057−35.0% | Reduced |
| Eagle Asset Management Inc | 56,896 | $650.3K | 0.00% | −18,929−25.0% | Reduced |
| TownSquare Capital, LLC | 56,080 | $660.1K | 0.01% | +7,352+15.1% | Added |
| Lake Street Advisors Group, LLC | 58,265 | $685.8K | 0.03% | −163−0.3% | Reduced |