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 |
|---|---|---|---|---|---|
| Cowen Investment Management LLC | 3,301,575 | $38.9M | 47.90% | −850,000−20.5% | Reduced |
| Clark Capital Management Group, Inc. | 4,222,423 | $49.7M | 0.37% | +4,222,423 | New |
| Wells Fargo & Company | 4,276,194 | $50.3M | 0.01% | +6,132+0.1% | Added |
| BlackRock Inc. | 6,621,399 | $77.9M | 0.00% | −22,808−0.3% | Reduced |
| FMR LLC | 7,050,938 | $83.0M | 0.01% | +23,453+0.3% | Added |
| Goldman Sachs Group Inc | 10,915,210 | $128.5M | 0.03% | −118,010−1.1% | Reduced |
| Morgan Stanley | 12,123,428 | $142.7M | 0.01% | −1,259,023−9.4% | Reduced |
| Bailard, Inc. | 95,000 | – | – | +95,000 | New |
| Groupama Asset Managment | 44,680 | – | – | +44,680 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −763,968−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −647,389−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −528,651−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −406,400−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −246,988−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −175,640−100.0% | Sold out |
| Georgetown University | 0 | $0 | 0.00% | −160,183−100.0% | Sold out |
| Sanders Capital, LLC | 0 | $0 | 0.00% | −139,963−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −97,900−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −85,626−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −84,013−100.0% | Sold out |
| Tiger Pacific Capital LP | 0 | $0 | 0.00% | −66,098−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −64,804−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −33,652−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −25,161−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −24,257−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −23,702−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −23,322−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,281−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −17,467−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,005−100.0% | Sold out |
| VanderPol Investments L.L.C. | 0 | $0 | 0.00% | −13,342−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −11,916−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −11,819−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −11,161−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,967−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −6,492−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −1,469−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |