Sumitomo Mitsui Financial Group, Inc.

SMFG

Exchange: NYSE
Industry: Commercial Banks, NEC
SEC CIK: 0001022837

SEC filings (opens in a new tab)

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

Q2 2024 vs. Q1 2024

How the institutions holding Sumitomo Mitsui Financial Group, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of SMFG: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Of which not filed for Q2 2024	Q2 2024	Change
Holders	309	1	324	+16
Shares	94.2M	61.8K	95.3M	+1.19M (+1.3%)
Value	$1.11B	$728.2K	$1.28B	+$170.5M (+15.4%)

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (42)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to SMFG in Q2 2024
Institution	Shares	Value	% of portfolio
GTS Securities LLC	159,034	$2.13M	0.04%
XY Capital Ltd	111,495	$1.50M	1.70%
Pekin Hardy Strauss, Inc.	91,100	$1.22M	0.17%
Vident Advisory, LLC	88,546	$1.19M	0.03%
Advisory Services Network, LLC	82,486	$1.11M	0.02%
Atria Investments LLC	70,784	$949.2K	0.01%
HRT Financial LP	52,684	$706.0K	0.00%
Old Mission Capital LLC	51,382	$689.0K	0.02%
Eqis Capital Management, Inc.	49,497	$663.8K	0.05%
Diversify Wealth Management, LLC	48,921	$590.5K	0.07%
RSM US Wealth Management LLC	42,716	$574.1K	0.01%
Wiley Bros.-Aintree Capital, LLC	30,610	$410.5K	0.02%
Bridgewater Advisors Inc.	23,785	$324.4K	0.04%
Avantax Advisory Services, Inc.	19,129	$256.5K	0.00%
Sage Mountain Advisors LLC	18,277	$245.1K	0.02%
Alera Investment Advisors, LLC	16,826	$225.6K	0.03%
Sanctuary Advisors, LLC	19,760	$221.7K	0.00%
Savant Capital, LLC	15,127	$202.9K	0.00%
Lido Advisors, LLC	14,433	$194.3K	0.00%
Cromwell Holdings LLC	13,841	$185.6K	0.11%
We Are One Seven, LLC	12,279	$164.7K	0.01%
DGS Capital Management, LLC	11,501	$154.2K	0.04%
Aprio Wealth Management, LLC	10,932	$146.6K	0.03%
Xponance, Inc.	10,858	$145.6K	0.00%
Perigon Wealth Management, LLC	10,679	$143.2K	0.00%
Wealthstream Advisors, Inc.	10,661	$143.0K	0.05%
GeoWealth Management, LLC	8,862	$118.8K	0.01%
Ashton Thomas Private Wealth, LLC	4,405	$59.1K	0.00%
Addison Advisors LLC	1,877	$25.2K	0.01%
Pacific Capital Wealth Advisors, Inc	607	$8.14K	0.00%
Creekmur Asset Management LLC	398	$5.34K	0.00%
Highline Wealth Partners LLC	291	$3.90K	0.00%
Sound Income Strategies, LLC	230	$3.08K	0.00%
Whittier Trust Co	195	$2.61K	0.00%
Spire Wealth Management	187	$2.51K	0.00%
Family Firm, Inc.	167	$2.24K	0.00%
Venturi Wealth Management, LLC	147	$1.97K	0.00%
Brown Financial Advisors	141	$1.89K	0.00%
Redwood Wealth Management Group, LLC	125	$1.68K	0.00%
Mendota Financial Group, LLC	99	$1.33K	0.00%
Coppell Advisory Solutions LLC	57	$764	0.00%
Opal Wealth Advisors, LLC	16	$215	0.00%

Sold out (26)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of SMFG in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Legacy Wealth Asset Management, LLC	206,342	$2.43M
Capital Fund Management S.A.	202,410	$2.38M
Orbis Allan Gray Ltd	125,203	$1.47M
Schonfeld Strategic Advisors LLC	110,901	$1.31M
Two Sigma Investments, LP	101,800	$1.20M
Aquatic Capital Management LLC	66,800	$786.2K
Inspire Advisors, LLC	58,974	$694.1K
Axq Capital, LP	53,943	$634.9K
Flow Traders U.S. LLC	23,730	$279.0K
Y-Intercept (Hong Kong) Ltd	17,202	$202.5K
Regions Financial Corp	13,297	$156.5K
Baader Bank INC	13,000	$153.0K
Wright Investors Service Inc	10,226	$120.4K
CWM Advisors, LLC	10,151	$119.5K
Buckingham Strategic Wealth, LLC	10,122	$119.1K
Quantbot Technologies LP	7,556	$88.9K
CoreCap Advisors, LLC	430	$5.06K
Oliver Lagore Vanvalin Investment Group	297	$3.50K
Nemes Rush Group LLC	285	$3.35K
Amundi	218	$2.56K
Financial Synergies Wealth Advisors, Inc.	183	$2.15K
Johnson Financial Group, Inc.	164	$1.93K
Private Ocean, LLC	104	$1.22K
SYSTM Wealth Solutions LLC	60	$707
Harbor Investment Advisory, LLC	44	$518
Bailard, Inc.	95,000	–

Not filed for Q2 2024 yet (1)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMFG in Q1 2024 that haven't filed for Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Grey Street Capital, LLC	61,755	$728.2K