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 |
|---|---|---|---|---|---|
| Inspire Advisors, LLC | 58,974 | $694.1K | 0.10% | +7,793+15.2% | Added |
| Pacer Advisors, Inc. | 59,350 | $698.5K | 0.00% | −2,216−3.6% | Reduced |
| Grey Street Capital, LLC | 61,755 | $728.2K | 0.10% | +61,755 | New |
| MML Investors Services, LLC | 63,288 | $745.0K | 0.00% | −9,614−13.2% | Reduced |
| Susquehanna International Group, LLP | 64,652 | $761.0K | 0.00% | +33,134+105.1% | Added |
| Quadrant Capital Group LLC | 65,399 | $769.7K | 0.06% | +2,386+3.8% | Added |
| Kestra Advisory Services, LLC | 65,471 | $770.6K | 0.01% | +47,536+265.0% | Added |
| Aquatic Capital Management LLC | 66,800 | $786.2K | 0.03% | −59,000−46.9% | Reduced |
| Mission Wealth Management, LP | 67,207 | $791.0K | 0.02% | −2,998−4.3% | Reduced |
| Investors Research Corp | 69,554 | $818.7K | 0.19% | −850−1.2% | Reduced |
| LPL Financial LLC | 76,144 | $896.2K | 0.00% | +3,875+5.4% | Added |
| Mount Yale Investment Advisors, LLC | 78,288 | $921.5K | 0.07% | −362−0.5% | Reduced |
| United Capital Financial Advisers, LLC | 81,372 | $957.7K | 0.01% | −8,442−9.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 81,889 | $963.8K | 0.07% | −390.0% | Reduced |
| AQR Capital Management LLC | 83,120 | $978.3K | 0.00% | +83,120 | New |
| Morningstar Investment Services LLC | 83,620 | $988.0K | 0.01% | −82,684−49.7% | Reduced |
| Sequoia Financial Advisors, LLC | 86,812 | $1.02M | 0.01% | +3,833+4.6% | Added |
| 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 |
| Johnson Investment Counsel Inc | 89,896 | $1.06M | 0.01% | −8,108−8.3% | Reduced |
| CI Private Wealth, LLC | 91,331 | $1.07M | 0.00% | −344−0.4% | Reduced |
| Jane Street Group, LLC | 96,090 | $1.13M | 0.00% | −1,515,507−94.0% | Reduced |
| Prudential Financial Inc | 96,618 | $1.14M | 0.00% | +77,755+412.2% | Added |
| Te Ahumairangi Investment Management Ltd | 96,777 | $1.14M | 0.20% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 101,800 | $1.20M | 0.00% | −2,600−2.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 110,901 | $1.31M | 0.01% | +110,901 | New |
| Park Avenue Securities LLC | 111,607 | $1.31M | 0.02% | +62,123+125.5% | Added |
| Yousif Capital Management, LLC | 115,576 | $1.36M | 0.02% | −2,370−2.0% | Reduced |
| Cetera Investment Advisers | 116,179 | $1.37M | 0.00% | +101,511+692.1% | Added |
| Ritholtz Wealth Management | 118,206 | $1.39M | 0.05% | +16,615+16.4% | Added |
| SEI Investments Co | 120,000 | $1.41M | 0.00% | −132,901−52.6% | Reduced |
| Orbis Allan Gray Ltd | 125,203 | $1.47M | 0.01% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 133,246 | $1.57M | 0.26% | +17,557+15.2% | Added |
| Tudor Investment Corp Et Al | 141,153 | $1.66M | 0.02% | +69,454+96.9% | Added |
| Lockheed Martin Investment Management Co | 145,260 | $1.71M | 0.12% | −18,790−11.5% | Reduced |
| Cresset Asset Management, LLC | 149,255 | $1.76M | 0.01% | +25,616+20.7% | Added |
| Augustine Asset Management Inc | 160,957 | $1.89M | 0.79% | −303−0.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 168,000 | $1.98M | 0.01% | −16,000−8.7% | Reduced |
| Rhumbline Advisers | 168,119 | $1.98M | 0.00% | +6,106+3.8% | Added |
| JustInvest LLC | 175,285 | $2.06M | 0.04% | +42,772+32.3% | Added |
| Qube Research & Technologies Ltd | 175,307 | $2.06M | 0.00% | −364,858−67.5% | Reduced |
| Wetherby Asset Management Inc | 175,633 | $2.07M | 0.10% | +4,032+2.3% | Added |
| Mercer Global Advisors Inc | 175,823 | $2.07M | 0.01% | +59,576+51.2% | Added |
| BTC Capital Management, Inc. | 183,885 | $2.16M | 0.20% | +183,885 | New |
| Forum Financial Management, LP | 193,123 | $2.27M | 0.04% | +4,310+2.3% | Added |
| Ameriprise Financial Inc | 195,538 | $2.30M | 0.00% | −1,077−0.5% | Reduced |
| Signaturefd, LLC | 200,781 | $2.36M | 0.05% | +12,283+6.5% | Added |
| Capital Fund Management S.A. | 202,410 | $2.38M | 0.03% | +314+0.2% | Added |
| Legacy Wealth Asset Management, LLC | 206,342 | $2.43M | 0.68% | −748−0.4% | Reduced |
| Fisher Asset Management, LLC | 207,691 | $2.44M | 0.00% | +49,082+30.9% | Added |
| The PNC Financial Services Group, Inc. | 208,397 | $2.45M | 0.00% | +3,196+1.6% | Added |
| Dorsey Wright & Associates | 208,395 | $2.45M | 0.64% | −5,304−2.5% | Reduced |
| Calamos Advisors LLC | 211,720 | $2.49M | 0.01% | +67,720+47.0% | Added |
| Advisor Group Holdings, Inc. | 224,832 | $2.65M | 0.01% | +134,564+149.1% | Added |
| Penserra Capital Management LLC | 235,566 | $2.77M | 0.03% | +118,235+100.8% | Added |
| Capital Wealth Planning, LLC | 235,566 | $2.77M | 0.03% | +118,235+100.8% | Added |
| Boston Partners | 251,597 | $2.96M | 0.00% | +90,959+56.6% | Added |
| Bank of Montreal | 249,796 | $2.96M | 0.00% | +10,708+4.5% | Added |
| US Bancorp | 258,358 | $3.04M | 0.00% | −7,100−2.7% | Reduced |
| Federated Hermes, Inc. | 264,422 | $3.11M | 0.01% | −12,859−4.6% | Reduced |
| Eagle Global Advisors LLC | 270,000 | $3.18M | 0.18% | +60,000+28.6% | Added |
| Bank of New York Mellon Corp | 270,815 | $3.19M | 0.00% | −16,283−5.7% | Reduced |
| Gilman Hill Asset Management, LLC | 275,879 | $3.25M | 0.58% | −126,590−31.5% | Reduced |
| Charles Schwab Investment Management Inc | 284,446 | $3.35M | 0.00% | +96,206+51.1% | Added |
| Greenleaf Trust | 295,387 | $3.48M | 0.03% | +170+0.1% | Added |
| Veriti Management LLC | 302,246 | $3.56M | 0.26% | −6,250−2.0% | Reduced |
| HighTower Advisors, LLC | 303,684 | $3.58M | 0.01% | +54,615+21.9% | Added |
| Creative Planning | 308,352 | $3.63M | 0.00% | +63,361+25.9% | Added |
| UBS Group AG | 331,795 | $3.91M | 0.00% | −11,666−3.4% | Reduced |
| Cerity Partners LLC | 346,928 | $4.08M | 0.01% | +104,330+43.0% | Added |
| Ethic Inc. | 368,972 | $4.34M | 0.11% | +14,398+4.1% | Added |
| Mariner, LLC | 390,434 | $4.60M | 0.01% | +34,361+9.6% | Added |
| Quantinno Capital Management LP | 391,682 | $4.61M | 0.10% | +21,534+5.8% | Added |
| QRG Capital Management, Inc. | 393,742 | $4.63M | 0.06% | +103,875+35.8% | Added |
| D. E. Shaw & Co., Inc. | 394,344 | $4.64M | 0.01% | +368,200+1,408.4% | Added |
| Crossmark Global Holdings, Inc. | 418,792 | $4.93M | 0.09% | −10,128−2.4% | Reduced |
| Pathstone Holdings, LLC | 423,393 | $4.98M | 0.02% | −18,421−4.2% | Reduced |
| Ramirez Asset Management, Inc. | 449,293 | $5.29M | 1.07% | +75,126+20.1% | 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 |
| Stifel Financial Corp | 465,675 | $5.48M | 0.01% | +6,319+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 523,752 | $6.16M | 0.07% | +86,898+19.9% | Added |
| Moran Wealth Management, LLC | 528,313 | $6.22M | 0.20% | +1,787+0.3% | Added |
| Natixis Advisors, L.P. | 549,278 | $6.46M | 0.01% | −57,343−9.5% | Reduced |
| Franklin Resources Inc | 559,472 | $6.58M | 0.00% | −27,190−4.6% | Reduced |
| CIBC World Markets Inc. | 579,357 | $6.82M | 0.02% | −216,293−27.2% | Reduced |
| CIBC Asset Management Inc | 639,223 | $7.52M | 0.03% | −19,978−3.0% | Reduced |
| Citadel Advisors LLC | 674,952 | $7.94M | 0.01% | +585,645+655.8% | Added |
| JPMorgan Chase & Co | 835,904 | $9.84M | 0.00% | +4,634+0.6% | Added |
| Anderson Hoagland & Co | 859,561 | $9.92M | 1.11% | +28,814+3.5% | Added |
| Royal Bank of Canada | 931,410 | $11.0M | 0.00% | +6,966+0.8% | Added |
| American Century Companies Inc | 1,275,724 | $15.0M | 0.01% | +66,432+5.5% | Added |
| Bank of America Corp | 1,323,126 | $15.6M | 0.00% | −1120.0% | Reduced |
| Envestnet Asset Management Inc | 1,563,278 | $18.4M | 0.01% | +341,242+27.9% | Added |
| Renaissance Technologies LLC | 1,566,970 | $18.4M | 0.03% | −149,100−8.7% | Reduced |
| Invesco Ltd. | 1,874,028 | $22.1M | 0.00% | −616,477−24.8% | Reduced |
| Cowen and Company, LLC | 2,800,730 | $33.0M | 1.29% | +2,800,730 | New |
| Northern Trust Corp | 2,890,646 | $34.0M | 0.01% | −503,808−14.8% | Reduced |
| Dimensional Fund Advisors LP | 2,951,743 | $34.7M | 0.01% | +152,159+5.4% | Added |
| Millennium Management LLC | 3,214,755 | $37.8M | 0.03% | −12,930−0.4% | Reduced |