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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 65,471 | $770.6K | 0.01% | +47,536+265.0% | Added |
| Quadrant Capital Group LLC | 65,399 | $769.7K | 0.06% | +2,386+3.8% | Added |
| Susquehanna International Group, LLP | 64,652 | $761.0K | 0.00% | +33,134+105.1% | Added |
| MML Investors Services, LLC | 63,288 | $745.0K | 0.00% | −9,614−13.2% | Reduced |
| Grey Street Capital, LLC | 61,755 | $728.2K | 0.10% | +61,755 | New |
| Pacer Advisors, Inc. | 59,350 | $698.5K | 0.00% | −2,216−3.6% | Reduced |
| Inspire Advisors, LLC | 58,974 | $694.1K | 0.10% | +7,793+15.2% | Added |
| Lake Street Advisors Group, LLC | 58,265 | $685.8K | 0.03% | −163−0.3% | Reduced |
| TownSquare Capital, LLC | 56,080 | $660.1K | 0.01% | +7,352+15.1% | Added |
| Eagle Asset Management Inc | 56,896 | $650.3K | 0.00% | −18,929−25.0% | Reduced |
| Axq Capital, LP | 53,943 | $634.9K | 0.15% | −29,057−35.0% | Reduced |
| Ballentine Partners, LLC | 53,380 | $628.3K | 0.01% | +6,997+15.1% | Added |
| BKM Wealth Management, LLC | 53,010 | $623.9K | 0.27% | +15,014+39.5% | Added |
| Diversify Advisory Services, LLC | 53,971 | $616.9K | 0.04% | +53,971 | New |
| M&T Bank Corp | 52,182 | $614.6K | 0.00% | −757−1.4% | Reduced |
| Parallel Advisors, LLC | 52,153 | $613.8K | 0.02% | +11,192+27.3% | Added |
| Principal Securities, Inc. | 51,145 | $602.0K | 0.02% | +47,652+1,364.2% | Added |
| Evergreen Capital Management LLC | 51,013 | $600.4K | 0.02% | +365+0.7% | Added |
| AdvisorShares Investments LLC | 50,488 | $594.2K | 0.10% | −812−1.6% | Reduced |
| Guggenheim Capital LLC | 50,082 | $589.5K | 0.00% | −13,549−21.3% | Reduced |
| Gradient Investments LLC | 48,779 | $574.1K | 0.01% | −3,933−7.5% | Reduced |
| CAPROCK Group, Inc. | 48,637 | $572.5K | 0.03% | +71+0.1% | Added |
| Westwood Holdings Group Inc. | 47,852 | $563.0K | 0.00% | +90.0% | Added |
| Atomi Financial Group, Inc. | 46,047 | $542.0K | 0.05% | +10,894+31.0% | Added |
| Checchi Capital Advisers, LLC | 43,590 | $513.1K | 0.04% | +596+1.4% | Added |
| Banco Santander, S.A. | 43,000 | $506.1K | 0.01% | +43,000 | New |
| PDS Planning, Inc | 42,769 | $503.4K | 0.05% | +1,605+3.9% | Added |
| Vanguard Capital Wealth Advisors | 42,563 | $501.0K | 0.35% | −9,211−17.8% | Reduced |
| Raymond James & Associates | 41,254 | $485.6K | 0.00% | −31,040−42.9% | Reduced |
| Glenmede Trust Co NA | 40,600 | $477.9K | 0.00% | +1,985+5.1% | Added |
| Advisors Asset Management, Inc. | 40,312 | $474.5K | 0.01% | +6,996+21.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 39,424 | $464.0K | 0.07% | +1,817+4.8% | Added |
| Lazard Asset Management LLC | 39,411 | $463.0K | 0.00% | −44,652−53.1% | Reduced |
| Aaron Wealth Advisors | 37,981 | $447.0K | 0.06% | +15,407+68.3% | Added |
| RNC Capital Management LLC | 37,865 | $445.7K | 0.03% | −245−0.6% | Reduced |
| Covenant Partners, LLC | 37,262 | $438.6K | 0.13% | −18,523−33.2% | Reduced |
| Sage Rhino Capital LLC | 37,004 | $435.5K | 0.10% | +999+2.8% | Added |
| Vise Technologies, Inc. | 36,983 | $435.3K | 0.09% | −18,334−33.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 36,926 | $434.6K | 0.00% | −22,252−37.6% | Reduced |
| Truist Financial Corp | 36,164 | $425.7K | 0.00% | −27,463−43.2% | Reduced |
| Integrated Wealth Concepts LLC | 34,944 | $411.3K | 0.01% | −191,643−84.6% | Reduced |
| Gateway Advisory, LLC | 34,893 | $410.7K | 0.07% | +4,476+14.7% | Added |
| Schechter Investment Advisors, LLC | 33,599 | $395.5K | 0.03% | +3,239+10.7% | Added |
| Channing Global Advisors, LLC | 32,964 | $388.0K | 0.33% | −520−1.6% | Reduced |
| Neuberger Berman Group LLC | 32,919 | $387.5K | 0.00% | +21,174+180.3% | Added |
| Captrust Financial Advisors | 32,846 | $386.6K | 0.00% | −20,687−38.6% | Reduced |
| Pitcairn Co | 32,280 | $379.9K | 0.02% | −725−2.2% | Reduced |
| Barometer Capital Management Inc. | 33,554 | $379.8K | 0.10% | +20,854+164.2% | Added |
| Jefferies Financial Group Inc. | 31,658 | $372.6K | 0.01% | +3,995+14.4% | Added |
| Ieq Capital, LLC | 30,697 | $361.3K | 0.01% | +5,250+20.6% | Added |
| Boston Private Wealth LLC | 30,009 | $353.2K | 0.01% | −421−1.4% | Reduced |
| V-Square Quantitative Management LLC | 30,575 | $347.9K | 0.06% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 29,394 | $346.0K | 0.18% | −379−1.3% | Reduced |
| GWM Advisors LLC | 29,280 | $344.6K | 0.00% | +1,418+5.1% | Added |
| Schroder Investment Management Group | 29,126 | $342.8K | 0.00% | −70−0.2% | Reduced |
| Callan Capital, LLC | 28,882 | $339.9K | 0.03% | +14,642+102.8% | Added |
| Principal Street Partners, LLC | 29,134 | $338.0K | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 28,396 | $334.2K | 0.01% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 34,099 | $332.8K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 27,389 | $322.4K | 0.05% | −639−2.3% | Reduced |
| Mather Group, LLC. | 32,760 | $317.1K | 0.01% | +82+0.3% | Added |
| Louisbourg Investments Inc. | 26,652 | $313.7K | 0.09% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 26,647 | $313.6K | 0.14% | +1,107+4.3% | Added |
| Russell Investments Group, Ltd. | 25,753 | $303.1K | 0.00% | +7,192+38.7% | Added |
| HSBC Holdings PLC | 24,695 | $290.7K | 0.00% | +752+3.1% | Added |
| Flow Traders U.S. LLC | 23,730 | $279.0K | 0.01% | −28,322−54.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 23,571 | $277.4K | 0.00% | −8,680−26.9% | Reduced |
| Rockefeller Capital Management L.P. | 23,484 | $276.4K | 0.00% | +23,484 | New |
| Citigroup Inc | 23,266 | $273.8K | 0.00% | +7,315+45.9% | Added |
| Pzena Investment Management LLC | 22,739 | $267.6K | 0.00% | −415−1.8% | Reduced |
| Capstone Investment Advisors, LLC | 22,036 | $259.4K | 0.00% | +22,036 | New |
| Sivia Capital Partners, LLC | 21,644 | $254.8K | 0.17% | +729+3.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 21,395 | $251.8K | 0.00% | +4,776+28.7% | Added |
| West Family Investments, Inc. | 21,215 | $249.7K | 0.08% | +715+3.5% | Added |
| Ewa, LLC | 21,413 | $248.4K | 0.11% | −1,331−5.9% | Reduced |
| Werba Rubin Papier Wealth Management | 21,041 | $247.7K | 0.07% | +653+3.2% | Added |
| Private Advisor Group, LLC | 21,032 | $247.5K | 0.00% | −4,064−16.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 20,813 | $245.0K | 0.00% | −95−0.5% | Reduced |
| Drive Wealth Management, LLC | 20,416 | $240.3K | 0.07% | +1,354+7.1% | Added |
| Causeway Capital Management LLC | 20,361 | $239.6K | 0.01% | −967,948−97.9% | Reduced |
| Clarius Group, LLC | 20,282 | $238.7K | 0.02% | +1,996+10.9% | Added |
| Barclays PLC | 20,000 | $235.4K | 0.00% | 00.0% | Unchanged |
| Five Oceans Advisors | 19,870 | $233.9K | 0.12% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 19,686 | $232.0K | 0.00% | +19,686 | New |
| Wealth Enhancement Advisory Services, LLC | 19,283 | $227.0K | 0.00% | −33,793−63.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 18,796 | $221.2K | 0.00% | +8,443+81.6% | Added |
| Trust Point Inc. | 18,494 | $217.7K | 0.02% | +3,819+26.0% | Added |
| Wrapmanager Inc | 18,478 | $217.5K | 0.06% | +123+0.7% | Added |
| Beverly Hills Private Wealth, LLC | 18,369 | $216.2K | 0.05% | +867+5.0% | Added |
| Seeds Investor LLC | 18,090 | $212.9K | 0.20% | +757+4.4% | Added |
| BSW Wealth Partners | 18,029 | $212.2K | 0.04% | +18,029 | New |
| New Republic Capital, LLC | 17,903 | $210.7K | 0.13% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 17,502 | $206.0K | 0.07% | +17,502 | New |
| Lindbrook Capital, LLC | 17,368 | $204.4K | 0.02% | +1,176+7.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,202 | $202.5K | 0.02% | +17,202 | New |
| Csenge Advisory Group | 17,201 | $202.5K | 0.01% | +17,201 | New |
| First Affirmative Financial Network | 16,948 | $199.5K | 0.15% | +1,462+9.4% | Added |
| Claro Advisors LLC | 16,712 | $196.7K | 0.03% | +943+6.0% | Added |
| Keybank National Association | 16,424 | $193.3K | 0.00% | +1,980+13.7% | Added |
| Catalina Capital Group, LLC | 16,286 | $191.7K | 0.08% | +16,286 | New |