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 |
|---|---|---|---|---|---|
| CWM, LLC | 15,715 | $185.0K | 0.00% | +1,633+11.6% | Added |
| Stratos Wealth Partners, LTD. | 14,916 | $175.6K | 0.00% | +14,916 | New |
| Apollon Wealth Management, LLC | 14,894 | $175.3K | 0.01% | +75+0.5% | Added |
| Valeo Financial Advisors, LLC | 15,121 | $172.1K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,421 | $170.0K | 0.01% | +14,421 | New |
| State Street Corp | 13,954 | $164.2K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 13,627 | $160.4K | 0.03% | −2,042−13.0% | Reduced |
| Rehmann Capital Advisory Group | 13,586 | $159.9K | 0.01% | −1,774−11.5% | Reduced |
| Smartleaf Asset Management LLC | 13,389 | $158.1K | 0.03% | −2,459−15.5% | Reduced |
| Regions Financial Corp | 13,297 | $156.5K | 0.00% | −27,248−67.2% | Reduced |
| Keel Point, LLC | 13,258 | $156.0K | 0.02% | +1,416+12.0% | Added |
| Acorn Creek Capital LLC | 13,243 | $155.9K | 0.10% | −49−0.4% | Reduced |
| Prudent Man Advisors, LLC | 13,031 | $153.4K | 0.06% | −2,861−18.0% | Reduced |
| Baader Bank INC | 13,000 | $153.0K | 0.01% | +13,000 | New |
| HighPoint Advisor Group LLC | 13,085 | $153.0K | 0.01% | +1,161+9.7% | Added |
| Wedmont Private Capital | 12,900 | $150.0K | 0.01% | +216+1.7% | Added |
| Canopy Partners, LLC | 12,230 | $143.9K | 0.07% | +12,230 | New |
| GAMMA Investing LLC | 12,171 | $143.3K | 0.03% | +2,014+19.8% | Added |
| Centiva Capital, LP | 12,070 | $142.1K | 0.01% | +12,070 | New |
| HB Wealth Management, LLC | 11,758 | $138.4K | 0.00% | +11,758 | New |
| Ellevest, Inc. | 11,309 | $133.1K | 0.01% | +1,182+11.7% | Added |
| Flputnam Investment Management Co | 11,290 | $132.9K | 0.00% | +115+1.0% | Added |
| Commonwealth Equity Services, LLC | 11,165 | $131.0K | 0.00% | +11,165 | New |
| Legacy Financial Advisors, Inc. | 10,933 | $128.7K | 0.02% | +930+9.3% | Added |
| Headlands Technologies LLC | 10,259 | $120.7K | 0.03% | +10,259 | New |
| Wright Investors Service Inc | 10,226 | $120.4K | 0.03% | +10,226 | New |
| Seven Mile Advisory | 10,156 | $119.5K | 0.09% | 00.0% | Unchanged |
| CWM Advisors, LLC | 10,151 | $119.5K | 0.01% | +10,151 | New |
| Buckingham Strategic Wealth, LLC | 10,122 | $119.1K | 0.00% | −281−2.7% | Reduced |
| D'Orazio & Associates, Inc. | 10,066 | $118.5K | 0.02% | −106−1.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 10,000 | $112.2K | 0.02% | +10,000 | New |
| Paradigm Asset Management Co LLC | 8,300 | $97.7K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8,520 | $97.4K | 0.01% | +90+1.1% | Added |
| Quantbot Technologies LP | 7,556 | $88.9K | 0.01% | +7,556 | New |
| AXA S.A. | 7,119 | $83.8K | 0.00% | +1,302+22.4% | Added |
| Assetmark, Inc | 6,873 | $80.9K | 0.00% | +232+3.5% | Added |
| Global Retirement Partners, LLC | 6,338 | $74.6K | 0.00% | +3,485+122.2% | Added |
| Hexagon Capital Partners LLC | 6,116 | $72.0K | 0.02% | −44−0.7% | Reduced |
| Parkside Financial Bank & Trust | 5,806 | $68.3K | 0.01% | +426+7.9% | Added |
| Ronald Blue Trust, Inc. | 5,103 | $60.1K | 0.00% | −9,731−65.6% | Reduced |
| Rosenberg Matthew Hamilton | 5,146 | $58.8K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,993 | $58.8K | 0.00% | +1,265+33.9% | Added |
| IFP Advisors, Inc | 4,961 | $58.4K | 0.00% | −730−12.8% | Reduced |
| Zions Bancorporation, N.A. | 4,646 | $54.7K | 0.00% | −97−2.0% | Reduced |
| Huntington National Bank | 4,260 | $50.1K | 0.00% | +479+12.7% | Added |
| Farmers & Merchants Investments Inc | 3,558 | $41.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3,440 | $40.5K | 0.03% | −3−0.1% | Reduced |
| TD Waterhouse Canada Inc. | 3,356 | $38.1K | 0.00% | +255+8.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,880 | $33.9K | 0.00% | +2,539+744.6% | Added |
| NBC Securities, Inc. | 2,614 | $31.0K | 0.00% | −114−4.2% | Reduced |
| Perritt Capital Management Inc | 2,500 | $29.4K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,490 | $29.3K | 0.02% | +2,490 | New |
| First Horizon Advisors, Inc. | 2,478 | $29.2K | 0.00% | +243+10.9% | Added |
| EverSource Wealth Advisors, LLC | 2,546 | $28.8K | 0.00% | +697+37.7% | Added |
| JFS Wealth Advisors, LLC | 2,274 | $26.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,081 | $23.8K | 0.00% | +2,081 | New |
| Rise Advisors, LLC | 1,799 | $21.2K | 0.01% | +1,799 | New |
| HHM Wealth Advisors, LLC | 1,770 | $20.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,736 | $20.4K | 0.00% | −744−30.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,702 | $20.0K | 0.00% | +1,102+183.7% | Added |
| Allworth Financial LP | 1,334 | $15.7K | 0.00% | +349+35.4% | Added |
| Catalyst Funds Management Pty Ltd | 1,200 | $14.1K | 0.00% | +1,200 | New |
| EntryPoint Capital, LLC | 1,164 | $13.7K | 0.01% | +1,164 | New |
| Cape Investment Advisory, Inc. | 990 | $11.7K | 0.01% | +306+44.7% | Added |
| RFP Financial Group LLC | 975 | $11.5K | 0.00% | +32+3.4% | Added |
| Eagle Bay Advisors LLC | 963 | $11.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 941 | $11.1K | 0.00% | +250+36.2% | Added |
| GW&K Investment Management, LLC | 927 | $11.0K | 0.00% | +60+6.9% | Added |
| Financial Management Professionals, Inc. | 839 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 562 | $7.00K | 0.01% | +1+0.2% | Added |
| Harbour Investments, Inc. | 546 | $6.43K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 540 | $6.36K | 0.01% | +540 | New |
| Manchester Capital Management LLC | 529 | $6.23K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 510 | $6.01K | 0.00% | +58+12.8% | Added |
| Raffa Wealth Management, LLC | 471 | $5.54K | 0.00% | +327+227.1% | Added |
| CoreCap Advisors, LLC | 430 | $5.06K | 0.00% | +430 | New |
| Transamerica Financial Advisors, Inc. | 407 | $5.00K | 0.00% | +407 | New |
| Frazier Financial Advisors, LLC | 356 | $4.19K | 0.00% | +255+252.5% | Added |
| ORG Partners LLC | 334 | $3.82K | 0.01% | +334 | New |
| Jones Financial Companies LLLP | 299 | $3.52K | 0.00% | −126−29.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 297 | $3.50K | 0.00% | +297 | New |
| Continuum Advisory, LLC | 295 | $3.40K | 0.00% | +295 | New |
| Nemes Rush Group LLC | 285 | $3.35K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 277 | $3.26K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 274 | $3.05K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 227 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 230 | $2.71K | 0.00% | −1,067−82.3% | Reduced |
| Cornerstone Planning Group LLC | 223 | $2.58K | 0.00% | +191+596.9% | Added |
| Amundi | 218 | $2.56K | 0.00% | +218 | New |
| PSI Advisors, LLC | 200 | $2.35K | 0.00% | 00.0% | Unchanged |
| Motco | 187 | $2.20K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 183 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 167 | $1.97K | 0.00% | +111+198.2% | Added |
| Johnson Financial Group, Inc. | 164 | $1.93K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 153 | $1.80K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 118 | $1.39K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 116 | $1.36K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $1.35K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 109 | $1.28K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 104 | $1.22K | 0.00% | +104 | New |