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 |
|---|---|---|---|---|---|
| Westwood Holdings Group Inc. | 47,853 | $641.7K | 0.00% | +10.0% | Added |
| Gradient Investments LLC | 48,572 | $651.4K | 0.01% | −207−0.4% | Reduced |
| AdvisorShares Investments LLC | 49,304 | $663.1K | 0.12% | −1,184−2.3% | Reduced |
| Eqis Capital Management, Inc. | 49,497 | $663.8K | 0.05% | +49,497 | New |
| Old Mission Capital LLC | 51,382 | $689.0K | 0.02% | +51,382 | New |
| Advisors Asset Management, Inc. | 51,718 | $693.5K | 0.01% | +11,406+28.3% | Added |
| HRT Financial LP | 52,684 | $706.0K | 0.00% | +52,684 | New |
| Parallel Advisors, LLC | 53,551 | $718.1K | 0.02% | +1,398+2.7% | Added |
| Lake Street Advisors Group, LLC | 53,250 | $719.8K | 0.03% | −5,015−8.6% | Reduced |
| M&T Bank Corp | 53,720 | $720.7K | 0.00% | +1,538+2.9% | Added |
| Evergreen Capital Management LLC | 54,278 | $727.9K | 0.03% | +3,265+6.4% | Added |
| Ballentine Partners, LLC | 55,931 | $750.0K | 0.01% | +2,551+4.8% | Added |
| TownSquare Capital, LLC | 56,138 | $752.8K | 0.01% | +58+0.1% | Added |
| Pacer Advisors, Inc. | 57,330 | $768.8K | 0.00% | −2,020−3.4% | Reduced |
| Eagle Asset Management Inc | 57,447 | $772.7K | 0.00% | +551+1.0% | Added |
| Atomi Financial Group, Inc. | 58,624 | $786.1K | 0.06% | +12,577+27.3% | Added |
| Principal Securities, Inc. | 60,341 | $809.2K | 0.02% | +9,196+18.0% | Added |
| MML Investors Services, LLC | 62,949 | $844.0K | 0.00% | −339−0.5% | Reduced |
| BKM Wealth Management, LLC | 64,369 | $863.2K | 0.42% | +11,359+21.4% | Added |
| Mission Wealth Management, LP | 64,796 | $868.9K | 0.02% | −2,411−3.6% | Reduced |
| Kestra Advisory Services, LLC | 64,835 | $869.4K | 0.00% | −636−1.0% | Reduced |
| Ellevest, Inc. | 66,170 | $887.3K | 0.05% | +54,861+485.1% | Added |
| Quadrant Capital Group LLC | 66,994 | $898.4K | 0.07% | +1,595+2.4% | Added |
| Investors Research Corp | 69,554 | $932.7K | 0.22% | 00.0% | Unchanged |
| Atria Investments LLC | 70,784 | $949.2K | 0.01% | +70,784 | New |
| Dorsey & Whitney Trust CO LLC | 72,535 | $972.7K | 0.07% | −9,354−11.4% | Reduced |
| LPL Financial LLC | 77,544 | $1.04M | 0.00% | +1,400+1.8% | Added |
| Mount Yale Investment Advisors, LLC | 79,386 | $1.06M | 0.08% | +1,098+1.4% | Added |
| Te Ahumairangi Investment Management Ltd | 79,477 | $1.07M | 0.20% | −17,300−17.9% | Reduced |
| Johnson Investment Counsel Inc | 80,146 | $1.07M | 0.01% | −9,750−10.8% | Reduced |
| Morningstar Investment Services LLC | 82,665 | $1.08M | 0.01% | −955−1.1% | Reduced |
| Advisory Services Network, LLC | 82,486 | $1.11M | 0.02% | +82,486 | New |
| United Capital Financial Advisers, LLC | 83,720 | $1.12M | 0.01% | +2,348+2.9% | Added |
| Sequoia Financial Advisors, LLC | 86,932 | $1.17M | 0.01% | +120+0.1% | Added |
| Vident Advisory, LLC | 88,546 | $1.19M | 0.03% | +88,546 | New |
| 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 |
| CI Private Wealth, LLC | 90,021 | $1.21M | 0.00% | −1,310−1.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 91,100 | $1.22M | 0.17% | +91,100 | New |
| Yousif Capital Management, LLC | 105,481 | $1.41M | 0.02% | −10,095−8.7% | Reduced |
| Bank of Montreal | 110,963 | $1.49M | 0.00% | −138,833−55.6% | Reduced |
| XY Capital Ltd | 111,495 | $1.50M | 1.70% | +111,495 | New |
| AQR Capital Management LLC | 111,665 | $1.50M | 0.00% | +28,545+34.3% | Added |
| Prudential Financial Inc | 122,322 | $1.64M | 0.00% | +25,704+26.6% | Added |
| SEI Investments Co | 125,056 | $1.68M | 0.00% | +5,056+4.2% | Added |
| Park Avenue Securities LLC | 125,683 | $1.69M | 0.02% | +14,076+12.6% | Added |
| D. E. Shaw & Co., Inc. | 132,614 | $1.78M | 0.00% | −261,730−66.4% | Reduced |
| CAPROCK Group, Inc. | 133,841 | $1.80M | 0.07% | +85,204+175.2% | Added |
| Cetera Investment Advisers | 134,521 | $1.80M | 0.00% | +18,342+15.8% | Added |
| Lockheed Martin Investment Management Co | 136,050 | $1.82M | 0.11% | −9,210−6.3% | Reduced |
| Naviter Wealth, LLC | 143,522 | $1.92M | 0.29% | +10,276+7.7% | Added |
| Qube Research & Technologies Ltd | 151,412 | $2.03M | 0.00% | −23,895−13.6% | Reduced |
| BTC Capital Management, Inc. | 158,700 | $2.13M | 0.20% | −25,185−13.7% | Reduced |
| GTS Securities LLC | 159,034 | $2.13M | 0.04% | +159,034 | New |
| Ritholtz Wealth Management | 159,613 | $2.14M | 0.07% | +41,407+35.0% | Added |
| Rhumbline Advisers | 166,018 | $2.23M | 0.00% | −2,101−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 175,853 | $2.36M | 0.00% | −32,544−15.6% | Reduced |
| Wetherby Asset Management Inc | 177,938 | $2.39M | 0.11% | +2,305+1.3% | Added |
| Cresset Asset Management, LLC | 182,846 | $2.46M | 0.01% | +33,591+22.5% | Added |
| Fisher Asset Management, LLC | 185,863 | $2.49M | 0.00% | −21,828−10.5% | Reduced |
| Gilman Hill Asset Management, LLC | 190,786 | $2.56M | 0.46% | −85,093−30.8% | Reduced |
| Forum Financial Management, LP | 193,123 | $2.59M | 0.05% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 193,715 | $2.60M | 0.00% | −1,823−0.9% | Reduced |
| Federated Hermes, Inc. | 197,245 | $2.65M | 0.01% | −67,177−25.4% | Reduced |
| Advisor Group Holdings, Inc. | 201,901 | $2.71M | 0.01% | −22,931−10.2% | Reduced |
| Mercer Global Advisors Inc | 201,933 | $2.71M | 0.01% | +26,110+14.9% | Added |
| Dorsey Wright & Associates | 205,450 | $2.76M | 0.71% | −2,945−1.4% | Reduced |
| Signaturefd, LLC | 210,156 | $2.82M | 0.06% | +9,375+4.7% | Added |
| JustInvest LLC | 211,467 | $2.82M | 0.05% | +36,182+20.6% | Added |
| Calamos Advisors LLC | 211,720 | $2.84M | 0.01% | 00.0% | Unchanged |
| Boston Partners | 244,553 | $3.28M | 0.00% | −7,044−2.8% | Reduced |
| Jane Street Group, LLC | 248,084 | $3.33M | 0.00% | +151,994+158.2% | Added |
| Augustine Asset Management Inc | 252,688 | $3.39M | 1.31% | +91,731+57.0% | Added |
| Cerity Partners LLC | 268,054 | $3.59M | 0.01% | −78,874−22.7% | Reduced |
| US Bancorp | 270,749 | $3.63M | 0.00% | +12,391+4.8% | Added |
| Eagle Global Advisors LLC | 282,000 | $3.78M | 0.20% | +12,000+4.4% | Added |
| Bank of New York Mellon Corp | 292,976 | $3.93M | 0.00% | +22,161+8.2% | Added |
| HighTower Advisors, LLC | 292,722 | $3.94M | 0.01% | −10,962−3.6% | Reduced |
| Greenleaf Trust | 295,457 | $3.96M | 0.04% | +700.0% | Added |
| Veriti Management LLC | 307,375 | $4.12M | 0.25% | +5,129+1.7% | Added |
| Penserra Capital Management LLC | 320,467 | $4.30M | 0.05% | +84,901+36.0% | Added |
| Capital Wealth Planning, LLC | 320,467 | $4.30M | 0.05% | +84,901+36.0% | Added |
| UBS Group AG | 357,574 | $4.80M | 0.00% | +25,779+7.8% | Added |
| Creative Planning | 357,915 | $4.80M | 0.01% | +49,563+16.1% | Added |
| Charles Schwab Investment Management Inc | 360,160 | $4.83M | 0.00% | +75,714+26.6% | Added |
| Mariner, LLC | 392,398 | $5.26M | 0.01% | +1,964+0.5% | Added |
| Arrowstreet Capital, Limited Partnership | 400,636 | $5.37M | 0.00% | +380,950+1,935.1% | Added |
| Crossmark Global Holdings, Inc. | 405,984 | $5.44M | 0.10% | −12,808−3.1% | Reduced |
| Ramirez Asset Management, Inc. | 421,708 | $5.66M | 1.15% | −27,585−6.1% | Reduced |
| QRG Capital Management, Inc. | 436,417 | $5.85M | 0.07% | +42,675+10.8% | Added |
| Stifel Financial Corp | 440,652 | $5.91M | 0.01% | −25,023−5.4% | Reduced |
| Quantinno Capital Management LP | 442,363 | $5.93M | 0.11% | +50,681+12.9% | 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 |
| Ethic Inc. | 451,121 | $6.05M | 0.14% | +82,149+22.3% | Added |
| Moran Wealth Management, LLC | 451,199 | $6.05M | 0.20% | −77,114−14.6% | Reduced |
| Pathstone Holdings, LLC | 469,202 | $6.29M | 0.03% | +45,809+10.8% | Added |
| Franklin Resources Inc | 480,045 | $6.44M | 0.00% | −79,427−14.2% | Reduced |
| Citadel Advisors LLC | 535,897 | $7.19M | 0.01% | −139,055−20.6% | Reduced |
| Royal Bank of Canada | 567,570 | $7.61M | 0.00% | −363,840−39.1% | Reduced |