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, Q2 2024
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Jun 30, 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
- 324
- +16 vs. Q1 2024
- Shares held
- 95.3M
- +1.19M (+1.3%) vs. Q1 2024
- Total value
- $1.28B
- +$170.5M (+15.4%) vs. Q1 2024
- New holders
- 42
- 138 more added
- Sold out
- 26
- 103 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 13,467,366 | $180.6M | 0.01% | +1,343,938+11.1% | Added |
| Goldman Sachs Group Inc | 11,324,570 | $151.9M | 0.03% | +409,360+3.8% | Added |
| FMR LLC | 6,851,236 | $91.9M | 0.01% | −199,702−2.8% | Reduced |
| BlackRock Inc. | 6,829,429 | $91.6M | 0.00% | +208,030+3.1% | Added |
| Clark Capital Management Group, Inc. | 4,357,941 | $58.4M | 0.43% | +135,518+3.2% | Added |
| Wells Fargo & Company | 4,144,270 | $55.6M | 0.01% | −131,924−3.1% | Reduced |
| Cowen Investment Management LLC | 3,301,575 | $44.3M | 66.77% | 00.0% | Unchanged |
| Millennium Management LLC | 2,962,261 | $39.7M | 0.03% | −252,494−7.9% | Reduced |
| Dimensional Fund Advisors LP | 2,931,405 | $39.3M | 0.01% | −20,338−0.7% | Reduced |
| Northern Trust Corp | 2,804,706 | $37.6M | 0.01% | −85,940−3.0% | Reduced |
| Cowen and Company, LLC | 2,800,730 | $37.6M | 1.04% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,528,470 | $20.5M | 0.03% | −38,500−2.5% | Reduced |
| Envestnet Asset Management Inc | 1,438,633 | $19.3M | 0.01% | −124,645−8.0% | Reduced |
| American Century Companies Inc | 1,344,869 | $18.0M | 0.01% | +69,145+5.4% | Added |
| Invesco Ltd. | 1,256,899 | $16.9M | 0.00% | −617,129−32.9% | Reduced |
| Bank of America Corp | 1,177,161 | $15.8M | 0.00% | −145,965−11.0% | Reduced |
| Anderson Hoagland & Co | 858,922 | $11.8M | 1.24% | −639−0.1% | Reduced |
| JPMorgan Chase & Co | 852,771 | $11.4M | 0.00% | +16,867+2.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 615,800 | $8.26M | 0.02% | +447,800+266.5% | Added |
| CIBC Asset Management Inc | 612,465 | $8.21M | 0.03% | −26,758−4.2% | Reduced |
| Natixis Advisors, L.P. | 588,690 | $7.89M | 0.02% | +39,412+7.2% | Added |
| O'Shaughnessy Asset Management, LLC | 584,320 | $7.84M | 0.08% | +60,568+11.6% | Added |
| CIBC World Markets Inc. | 575,936 | $7.72M | 0.02% | −3,421−0.6% | Reduced |
| Royal Bank of Canada | 567,570 | $7.61M | 0.00% | −363,840−39.1% | Reduced |
| Citadel Advisors LLC | 535,897 | $7.19M | 0.01% | −139,055−20.6% | Reduced |
| Franklin Resources Inc | 480,045 | $6.44M | 0.00% | −79,427−14.2% | Reduced |
| Pathstone Holdings, LLC | 469,202 | $6.29M | 0.03% | +45,809+10.8% | Added |
| Moran Wealth Management, LLC | 451,199 | $6.05M | 0.20% | −77,114−14.6% | Reduced |
| Ethic Inc. | 451,121 | $6.05M | 0.14% | +82,149+22.3% | Added |
| Simplicity Wealth,LLC | 450,451 | $6.04M | 0.14% | −4,831−1.1% | Reduced |
| Bleakley Financial Group, LLC | 450,451 | $6.04M | 0.17% | −4,831−1.1% | Reduced |
| Quantinno Capital Management LP | 442,363 | $5.93M | 0.11% | +50,681+12.9% | Added |
| Stifel Financial Corp | 440,652 | $5.91M | 0.01% | −25,023−5.4% | Reduced |
| QRG Capital Management, Inc. | 436,417 | $5.85M | 0.07% | +42,675+10.8% | Added |
| Ramirez Asset Management, Inc. | 421,708 | $5.66M | 1.15% | −27,585−6.1% | Reduced |
| Crossmark Global Holdings, Inc. | 405,984 | $5.44M | 0.10% | −12,808−3.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 400,636 | $5.37M | 0.00% | +380,950+1,935.1% | Added |
| Mariner, LLC | 392,398 | $5.26M | 0.01% | +1,964+0.5% | Added |
| Charles Schwab Investment Management Inc | 360,160 | $4.83M | 0.00% | +75,714+26.6% | Added |
| Creative Planning | 357,915 | $4.80M | 0.01% | +49,563+16.1% | Added |
| UBS Group AG | 357,574 | $4.80M | 0.00% | +25,779+7.8% | Added |
| Capital Wealth Planning, LLC | 320,467 | $4.30M | 0.05% | +84,901+36.0% | Added |
| Penserra Capital Management LLC | 320,467 | $4.30M | 0.05% | +84,901+36.0% | Added |
| Veriti Management LLC | 307,375 | $4.12M | 0.25% | +5,129+1.7% | Added |
| Greenleaf Trust | 295,457 | $3.96M | 0.04% | +700.0% | Added |
| HighTower Advisors, LLC | 292,722 | $3.94M | 0.01% | −10,962−3.6% | Reduced |
| Bank of New York Mellon Corp | 292,976 | $3.93M | 0.00% | +22,161+8.2% | Added |
| Eagle Global Advisors LLC | 282,000 | $3.78M | 0.20% | +12,000+4.4% | Added |
| US Bancorp | 270,749 | $3.63M | 0.00% | +12,391+4.8% | Added |
| Cerity Partners LLC | 268,054 | $3.59M | 0.01% | −78,874−22.7% | Reduced |
| Augustine Asset Management Inc | 252,688 | $3.39M | 1.31% | +91,731+57.0% | Added |
| Jane Street Group, LLC | 248,084 | $3.33M | 0.00% | +151,994+158.2% | Added |
| Boston Partners | 244,553 | $3.28M | 0.00% | −7,044−2.8% | Reduced |
| Calamos Advisors LLC | 211,720 | $2.84M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 211,467 | $2.82M | 0.05% | +36,182+20.6% | Added |
| Signaturefd, LLC | 210,156 | $2.82M | 0.06% | +9,375+4.7% | Added |
| Dorsey Wright & Associates | 205,450 | $2.76M | 0.71% | −2,945−1.4% | Reduced |
| Mercer Global Advisors Inc | 201,933 | $2.71M | 0.01% | +26,110+14.9% | Added |
| Advisor Group Holdings, Inc. | 201,901 | $2.71M | 0.01% | −22,931−10.2% | Reduced |
| Federated Hermes, Inc. | 197,245 | $2.65M | 0.01% | −67,177−25.4% | Reduced |
| Ameriprise Financial Inc | 193,715 | $2.60M | 0.00% | −1,823−0.9% | Reduced |
| Forum Financial Management, LP | 193,123 | $2.59M | 0.05% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 190,786 | $2.56M | 0.46% | −85,093−30.8% | Reduced |
| Fisher Asset Management, LLC | 185,863 | $2.49M | 0.00% | −21,828−10.5% | Reduced |
| Cresset Asset Management, LLC | 182,846 | $2.46M | 0.01% | +33,591+22.5% | Added |
| Wetherby Asset Management Inc | 177,938 | $2.39M | 0.11% | +2,305+1.3% | Added |
| The PNC Financial Services Group, Inc. | 175,853 | $2.36M | 0.00% | −32,544−15.6% | Reduced |
| Rhumbline Advisers | 166,018 | $2.23M | 0.00% | −2,101−1.2% | Reduced |
| Ritholtz Wealth Management | 159,613 | $2.14M | 0.07% | +41,407+35.0% | Added |
| GTS Securities LLC | 159,034 | $2.13M | 0.04% | +159,034 | New |
| BTC Capital Management, Inc. | 158,700 | $2.13M | 0.20% | −25,185−13.7% | Reduced |
| Qube Research & Technologies Ltd | 151,412 | $2.03M | 0.00% | −23,895−13.6% | Reduced |
| Naviter Wealth, LLC | 143,522 | $1.92M | 0.29% | +10,276+7.7% | Added |
| Lockheed Martin Investment Management Co | 136,050 | $1.82M | 0.11% | −9,210−6.3% | Reduced |
| Cetera Investment Advisers | 134,521 | $1.80M | 0.00% | +18,342+15.8% | Added |
| CAPROCK Group, Inc. | 133,841 | $1.80M | 0.07% | +85,204+175.2% | Added |
| D. E. Shaw & Co., Inc. | 132,614 | $1.78M | 0.00% | −261,730−66.4% | Reduced |
| Park Avenue Securities LLC | 125,683 | $1.69M | 0.02% | +14,076+12.6% | Added |
| SEI Investments Co | 125,056 | $1.68M | 0.00% | +5,056+4.2% | Added |
| Prudential Financial Inc | 122,322 | $1.64M | 0.00% | +25,704+26.6% | Added |
| AQR Capital Management LLC | 111,665 | $1.50M | 0.00% | +28,545+34.3% | Added |
| XY Capital Ltd | 111,495 | $1.50M | 1.70% | +111,495 | New |
| Bank of Montreal | 110,963 | $1.49M | 0.00% | −138,833−55.6% | Reduced |
| Yousif Capital Management, LLC | 105,481 | $1.41M | 0.02% | −10,095−8.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 91,100 | $1.22M | 0.17% | +91,100 | New |
| CI Private Wealth, LLC | 90,021 | $1.21M | 0.00% | −1,310−1.4% | Reduced |
| Brinker Capital Investments, LLC | 89,572 | $1.20M | 0.01% | +878+1.0% | Added |
| Orion Portfolio Solutions, LLC | 89,572 | $1.20M | 0.01% | +878+1.0% | Added |
| Vident Advisory, LLC | 88,546 | $1.19M | 0.03% | +88,546 | New |
| Sequoia Financial Advisors, LLC | 86,932 | $1.17M | 0.01% | +120+0.1% | Added |
| United Capital Financial Advisers, LLC | 83,720 | $1.12M | 0.01% | +2,348+2.9% | Added |
| Advisory Services Network, LLC | 82,486 | $1.11M | 0.02% | +82,486 | New |
| Morningstar Investment Services LLC | 82,665 | $1.08M | 0.01% | −955−1.1% | Reduced |
| Johnson Investment Counsel Inc | 80,146 | $1.07M | 0.01% | −9,750−10.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 79,477 | $1.07M | 0.20% | −17,300−17.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 79,386 | $1.06M | 0.08% | +1,098+1.4% | Added |
| LPL Financial LLC | 77,544 | $1.04M | 0.00% | +1,400+1.8% | Added |
| Dorsey & Whitney Trust CO LLC | 72,535 | $972.7K | 0.07% | −9,354−11.4% | Reduced |
| Atria Investments LLC | 70,784 | $949.2K | 0.01% | +70,784 | New |
| Investors Research Corp | 69,554 | $932.7K | 0.22% | 00.0% | Unchanged |