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 |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 2 | $27 | 0.00% | −5−71.4% | Reduced |
| JJJ Advisors Inc. | 5 | $68 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 16 | $215 | 0.00% | +16 | New |
| AdvisorNet Financial, Inc | 33 | $443 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 49 | $657 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 57 | $764 | 0.00% | +57 | New |
| ClariVest Asset Management LLC | 87 | $1.13K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 99 | $1.33K | 0.00% | +99 | New |
| CVA Family Office, LLC | 115 | $1.54K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 116 | $1.55K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 118 | $1.58K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 125 | $1.68K | 0.00% | +125 | New |
| TD Waterhouse Canada Inc. | 136 | $1.83K | 0.00% | −3,220−95.9% | Reduced |
| Brown Financial Advisors | 141 | $1.89K | 0.00% | +141 | New |
| Venturi Wealth Management, LLC | 147 | $1.97K | 0.00% | +147 | New |
| Tyler-Stone Wealth Management | 153 | $2.05K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 167 | $2.24K | 0.00% | +167 | New |
| Bell Investment Advisors, Inc | 167 | $2.24K | 0.00% | 00.0% | Unchanged |
| Motco | 187 | $2.51K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 187 | $2.51K | 0.00% | +187 | New |
| Whittier Trust Co | 195 | $2.61K | 0.00% | +195 | New |
| PSI Advisors, LLC | 200 | $2.68K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 220 | $2.95K | 0.00% | −75−25.4% | Reduced |
| Bessemer Group Inc | 227 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 230 | $3.08K | 0.00% | +230 | New |
| Wetzel Investment Advisors, Inc. | 274 | $3.23K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 291 | $3.90K | 0.00% | +291 | New |
| ORG Partners LLC | 299 | $4.02K | 0.00% | −35−10.5% | Reduced |
| Jones Financial Companies LLLP | 326 | $4.37K | 0.00% | +27+9.0% | Added |
| Creekmur Asset Management LLC | 398 | $5.34K | 0.00% | +398 | New |
| Transamerica Financial Advisors, Inc. | 407 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 448 | $6.01K | 0.00% | +171+61.7% | Added |
| Cornerstone Planning Group LLC | 520 | $6.28K | 0.00% | +297+133.2% | Added |
| Raffa Wealth Management, LLC | 471 | $6.32K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 476 | $6.38K | 0.00% | +367+336.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 499 | $6.70K | 0.00% | −11−2.2% | Reduced |
| Financial Connections Group, Inc. | 561 | $7.00K | 0.00% | −1−0.2% | Reduced |
| Manchester Capital Management LLC | 529 | $7.09K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 540 | $7.24K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 607 | $8.14K | 0.00% | +607 | New |
| Northwestern Mutual Wealth Management Co | 619 | $8.30K | 0.00% | −1,083−63.6% | Reduced |
| Frazier Financial Advisors, LLC | 623 | $8.36K | 0.01% | +267+75.0% | Added |
| Harbour Investments, Inc. | 646 | $8.66K | 0.00% | +100+18.3% | Added |
| HHM Wealth Advisors, LLC | 806 | $10.8K | 0.00% | −964−54.5% | Reduced |
| Eagle Bay Advisors LLC | 963 | $12.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 980 | $13.0K | 0.00% | +53+5.7% | Added |
| Cape Investment Advisory, Inc. | 990 | $13.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,050 | $14.1K | 0.00% | −1,830−63.5% | Reduced |
| RFP Financial Group LLC | 1,114 | $14.9K | 0.01% | +139+14.3% | Added |
| Financial Management Professionals, Inc. | 1,082 | $15.0K | 0.00% | +243+29.0% | Added |
| Catalyst Funds Management Pty Ltd | 1,200 | $16.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,491 | $19.0K | 0.00% | −1,123−43.0% | Reduced |
| Allworth Financial LP | 1,477 | $20.6K | 0.00% | +143+10.7% | Added |
| Fifth Third Bancorp | 1,646 | $22.1K | 0.00% | −90−5.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,679 | $23.2K | 0.00% | −402−19.3% | Reduced |
| Rise Advisors, LLC | 1,799 | $24.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,877 | $25.2K | 0.01% | +1,877 | New |
| JFS Wealth Advisors, LLC | 2,274 | $30.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,359 | $31.6K | 0.00% | −119−4.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,262 | $32.7K | 0.00% | −284−11.2% | Reduced |
| Perritt Capital Management Inc | 2,500 | $33.5K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,513 | $33.7K | 0.02% | +23+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 3,279 | $44.0K | 0.00% | −1,714−34.3% | Reduced |
| Rothschild Investment LLC | 3,374 | $45.2K | 0.00% | +2,433+258.6% | Added |
| Farmers & Merchants Investments Inc | 3,558 | $47.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3,640 | $48.8K | 0.04% | +200+5.8% | Added |
| Zions Bancorporation, N.A. | 3,958 | $53.1K | 0.00% | −688−14.8% | Reduced |
| EntryPoint Capital, LLC | 4,089 | $54.8K | 0.03% | +2,925+251.3% | Added |
| Ashton Thomas Private Wealth, LLC | 4,405 | $59.1K | 0.00% | +4,405 | New |
| Rosenberg Matthew Hamilton | 5,146 | $69.2K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 5,209 | $69.9K | 0.01% | −5,050−49.2% | Reduced |
| Huntington National Bank | 5,346 | $71.7K | 0.00% | +1,086+25.5% | Added |
| Parkside Financial Bank & Trust | 5,806 | $77.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,830 | $78.2K | 0.00% | +869+17.5% | Added |
| Hexagon Capital Partners LLC | 5,902 | $79.1K | 0.02% | −214−3.5% | Reduced |
| Global Retirement Partners, LLC | 6,577 | $88.2K | 0.00% | +239+3.8% | Added |
| Assetmark, Inc | 7,069 | $94.8K | 0.00% | +196+2.9% | Added |
| Paradigm Asset Management Co LLC | 8,300 | $111.3K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 8,862 | $118.8K | 0.01% | +8,862 | New |
| AXA S.A. | 9,200 | $123.4K | 0.00% | +2,081+29.2% | Added |
| Farther Finance Advisors, LLC | 9,176 | $123.4K | 0.01% | +656+7.7% | Added |
| Tower Research Capital LLC (TRC) | 9,707 | $130.2K | 0.00% | +9,477+4,120.4% | Added |
| Onyx Bridge Wealth Group LLC | 10,000 | $134.1K | 0.02% | 00.0% | Unchanged |
| Seven Mile Advisory | 10,495 | $140.7K | 0.10% | +339+3.3% | Added |
| D'Orazio & Associates, Inc. | 10,525 | $141.1K | 0.02% | +459+4.6% | Added |
| Wealthstream Advisors, Inc. | 10,661 | $143.0K | 0.05% | +10,661 | New |
| Perigon Wealth Management, LLC | 10,679 | $143.2K | 0.00% | +10,679 | New |
| Xponance, Inc. | 10,858 | $145.6K | 0.00% | +10,858 | New |
| Aprio Wealth Management, LLC | 10,932 | $146.6K | 0.03% | +10,932 | New |
| Legacy Financial Advisors, Inc. | 11,199 | $150.2K | 0.03% | +266+2.4% | Added |
| Flputnam Investment Management Co | 11,386 | $152.7K | 0.00% | +96+0.9% | Added |
| DGS Capital Management, LLC | 11,501 | $154.2K | 0.04% | +11,501 | New |
| HB Wealth Management, LLC | 11,758 | $157.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,840 | $159.0K | 0.00% | +675+6.0% | Added |
| Prudent Man Advisors, LLC | 11,883 | $159.4K | 0.06% | −1,148−8.8% | Reduced |
| We Are One Seven, LLC | 12,279 | $164.7K | 0.01% | +12,279 | New |
| Canopy Partners, LLC | 12,665 | $169.8K | 0.08% | +435+3.6% | Added |
| Trust Point Inc. | 13,161 | $176.5K | 0.01% | −5,333−28.8% | Reduced |
| Acorn Creek Capital LLC | 13,274 | $178.0K | 0.11% | +31+0.2% | Added |
| Tudor Investment Corp Et Al | 13,289 | $178.2K | 0.00% | −127,864−90.6% | Reduced |