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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 13,551 | $181.7K | 0.01% | −35−0.3% | Reduced |
| Wedbush Securities Inc | 13,809 | $185.0K | 0.01% | −612−4.2% | Reduced |
| Clarius Group, LLC | 13,812 | $185.2K | 0.01% | −6,470−31.9% | Reduced |
| Cromwell Holdings LLC | 13,841 | $185.6K | 0.11% | +13,841 | New |
| Ronald Blue Trust, Inc. | 15,936 | $187.6K | 0.00% | +10,833+212.3% | Added |
| HighPoint Advisor Group LLC | 13,776 | $188.0K | 0.01% | +691+5.3% | Added |
| Personal Cfo Solutions, LLC | 14,068 | $188.7K | 0.03% | +441+3.2% | Added |
| State Street Corp | 13,954 | $189.5K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 14,316 | $192.0K | 0.01% | +2,246+18.6% | Added |
| Lido Advisors, LLC | 14,433 | $194.3K | 0.00% | +14,433 | New |
| Smartleaf Asset Management LLC | 15,171 | $197.8K | 0.03% | +1,782+13.3% | Added |
| Wedmont Private Capital | 14,824 | $202.8K | 0.01% | +1,924+14.9% | Added |
| Savant Capital, LLC | 15,127 | $202.9K | 0.00% | +15,127 | New |
| Valeo Financial Advisors, LLC | 15,210 | $204.0K | 0.01% | +89+0.6% | Added |
| Stratos Wealth Partners, LTD. | 15,358 | $206.0K | 0.00% | +442+3.0% | Added |
| GAMMA Investing LLC | 15,377 | $206.2K | 0.03% | +3,206+26.3% | Added |
| Wrapmanager Inc | 15,545 | $208.5K | 0.06% | −2,933−15.9% | Reduced |
| Apollon Wealth Management, LLC | 15,874 | $212.9K | 0.01% | +980+6.6% | Added |
| Keel Point, LLC | 17,077 | $217.7K | 0.02% | +3,819+28.8% | Added |
| Catalina Capital Group, LLC | 16,486 | $221.1K | 0.08% | +200+1.2% | Added |
| Sanctuary Advisors, LLC | 19,760 | $221.7K | 0.00% | +19,760 | New |
| Alera Investment Advisors, LLC | 16,826 | $225.6K | 0.03% | +16,826 | New |
| Claro Advisors LLC | 16,865 | $226.2K | 0.04% | +153+0.9% | Added |
| CWM, LLC | 17,171 | $230.0K | 0.00% | +1,456+9.3% | Added |
| Shilanski & Associates, Inc. | 17,310 | $232.1K | 0.08% | −192−1.1% | Reduced |
| Csenge Advisory Group | 17,797 | $238.7K | 0.01% | +596+3.5% | Added |
| Lindbrook Capital, LLC | 17,969 | $241.0K | 0.02% | +601+3.5% | Added |
| Sage Mountain Advisors LLC | 18,277 | $245.1K | 0.02% | +18,277 | New |
| Beverly Hills Private Wealth, LLC | 18,477 | $247.8K | 0.05% | +108+0.6% | Added |
| Causeway Capital Management LLC | 18,586 | $249.2K | 0.01% | −1,775−8.7% | Reduced |
| New Republic Capital, LLC | 18,710 | $250.9K | 0.13% | +807+4.5% | Added |
| Avantax Advisory Services, Inc. | 19,129 | $256.5K | 0.00% | +19,129 | New |
| Envestnet Portfolio Solutions, Inc. | 19,238 | $258.0K | 0.00% | −2,157−10.1% | Reduced |
| First Affirmative Financial Network | 19,269 | $258.4K | 0.18% | +2,321+13.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 19,349 | $259.5K | 0.00% | −4,222−17.9% | Reduced |
| Barclays PLC | 20,000 | $268.2K | 0.00% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 20,065 | $269.1K | 0.07% | −976−4.6% | Reduced |
| Keybank National Association | 20,190 | $270.8K | 0.00% | +3,766+22.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,246 | $271.5K | 0.00% | +963+5.0% | Added |
| Prime Capital Investment Advisors, LLC | 20,621 | $276.5K | 0.00% | −192−0.9% | Reduced |
| Seeds Investor LLC | 20,697 | $277.6K | 0.14% | +2,607+14.4% | Added |
| Drive Wealth Management, LLC | 20,838 | $279.4K | 0.08% | +422+2.1% | Added |
| BSW Wealth Partners | 20,849 | $279.6K | 0.05% | +2,820+15.6% | Added |
| Diversify Advisory Services, LLC | 20,470 | $281.1K | 0.02% | −33,501−62.1% | Reduced |
| Sivia Capital Partners, LLC | 21,864 | $293.2K | 0.20% | +220+1.0% | Added |
| Pzena Investment Management LLC | 22,056 | $295.8K | 0.00% | −683−3.0% | Reduced |
| Ewa, LLC | 21,437 | $304.4K | 0.13% | +24+0.1% | Added |
| Five Oceans Advisors | 22,880 | $306.8K | 0.16% | +3,010+15.1% | Added |
| Private Advisor Group, LLC | 23,035 | $308.9K | 0.00% | +2,003+9.5% | Added |
| Bridgewater Advisors Inc. | 23,785 | $324.4K | 0.04% | +23,785 | New |
| GWM Advisors LLC | 24,360 | $326.7K | 0.00% | −4,920−16.8% | Reduced |
| Boston Private Wealth LLC | 25,507 | $342.0K | 0.01% | −4,502−15.0% | Reduced |
| West Family Investments, Inc. | 25,685 | $344.4K | 0.10% | +4,470+21.1% | Added |
| Louisbourg Investments Inc. | 26,652 | $357.4K | 0.10% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 27,506 | $368.9K | 0.18% | +859+3.2% | Added |
| Umb Bank N A | 28,336 | $380.0K | 0.01% | −60−0.2% | Reduced |
| Mather Group, LLC. | 32,678 | $384.6K | 0.00% | −82−0.3% | Reduced |
| Gallacher Capital Management LLC | 28,894 | $387.5K | 0.20% | −500−1.7% | Reduced |
| Barometer Capital Management Inc. | 29,054 | $389.6K | 0.15% | −4,500−13.4% | Reduced |
| Truist Financial Corp | 29,076 | $389.9K | 0.00% | −7,088−19.6% | Reduced |
| Principal Street Partners, LLC | 29,134 | $390.7K | 0.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30,549 | $406.7K | 0.00% | +7,065+30.1% | Added |
| V-Square Quantitative Management LLC | 30,575 | $410.5K | 0.07% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 30,610 | $410.5K | 0.02% | +30,610 | New |
| Atlas Capital Advisors LLC | 31,622 | $424.1K | 0.06% | +4,233+15.5% | Added |
| Jefferies Financial Group Inc. | 31,658 | $424.5K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 31,756 | $425.8K | 0.01% | −3,188−9.1% | Reduced |
| Citigroup Inc | 32,130 | $430.9K | 0.00% | +8,864+38.1% | Added |
| Capstone Investment Advisors, LLC | 32,174 | $431.5K | 0.01% | +10,138+46.0% | Added |
| Gateway Advisory, LLC | 32,422 | $434.8K | 0.07% | −2,471−7.1% | Reduced |
| Channing Global Advisors, LLC | 32,946 | $441.8K | 0.37% | −18−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 34,608 | $464.1K | 0.00% | +15,812+84.1% | Added |
| Schechter Investment Advisors, LLC | 35,145 | $471.3K | 0.04% | +1,546+4.6% | Added |
| Cable Hill Partners, LLC | 35,164 | $471.5K | 0.05% | +1,065+3.1% | Added |
| Pitcairn Co | 36,031 | $483.2K | 0.03% | +3,751+11.6% | Added |
| Ieq Capital, LLC | 36,033 | $483.2K | 0.01% | +5,336+17.4% | Added |
| Callan Capital, LLC | 36,146 | $484.7K | 0.04% | +7,264+25.2% | Added |
| Vise Technologies, Inc. | 36,186 | $485.3K | 0.09% | −797−2.2% | Reduced |
| Russell Investments Group, Ltd. | 36,882 | $494.6K | 0.00% | +11,129+43.2% | Added |
| Neuberger Berman Group LLC | 36,937 | $495.3K | 0.00% | +4,018+12.2% | Added |
| Sage Rhino Capital LLC | 36,953 | $495.5K | 0.12% | −51−0.1% | Reduced |
| Raymond James & Associates | 37,164 | $498.4K | 0.00% | −4,090−9.9% | Reduced |
| RNC Capital Management LLC | 37,215 | $499.1K | 0.03% | −650−1.7% | Reduced |
| Covenant Partners, LLC | 37,262 | $499.7K | 0.15% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 38,686 | $518.0K | 0.00% | −725−1.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 39,405 | $528.4K | 0.08% | −190.0% | Reduced |
| Banco Santander, S.A. | 39,420 | $528.6K | 0.01% | −3,580−8.3% | Reduced |
| HSBC Holdings PLC | 39,869 | $534.6K | 0.00% | +15,174+61.4% | Added |
| Captrust Financial Advisors | 39,897 | $535.0K | 0.00% | +7,051+21.5% | Added |
| Glenmede Trust Co NA | 40,280 | $540.2K | 0.00% | −320−0.8% | Reduced |
| Guggenheim Capital LLC | 40,358 | $541.2K | 0.00% | −9,724−19.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 41,618 | $558.1K | 0.00% | +4,692+12.7% | Added |
| Aaron Wealth Advisors | 41,635 | $558.3K | 0.08% | +3,654+9.6% | Added |
| RSM US Wealth Management LLC | 42,716 | $574.1K | 0.01% | +42,716 | New |
| Diversify Wealth Management, LLC | 48,921 | $590.5K | 0.07% | +48,921 | New |
| PDS Planning, Inc | 44,090 | $591.2K | 0.06% | +1,321+3.1% | Added |
| Checchi Capital Advisers, LLC | 44,580 | $597.8K | 0.05% | +990+2.3% | Added |
| Schroder Investment Management Group | 45,643 | $612.1K | 0.00% | +16,517+56.7% | Added |
| Vanguard Capital Wealth Advisors | 46,054 | $617.6K | 0.42% | +3,491+8.2% | Added |
| Susquehanna International Group, LLP | 47,222 | $633.2K | 0.00% | −17,430−27.0% | Reduced |