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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 575,936 | $7.72M | 0.02% | −3,421−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 584,320 | $7.84M | 0.08% | +60,568+11.6% | Added |
| Natixis Advisors, L.P. | 588,690 | $7.89M | 0.02% | +39,412+7.2% | Added |
| CIBC Asset Management Inc | 612,465 | $8.21M | 0.03% | −26,758−4.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 615,800 | $8.26M | 0.02% | +447,800+266.5% | Added |
| JPMorgan Chase & Co | 852,771 | $11.4M | 0.00% | +16,867+2.0% | Added |
| Anderson Hoagland & Co | 858,922 | $11.8M | 1.24% | −639−0.1% | Reduced |
| Bank of America Corp | 1,177,161 | $15.8M | 0.00% | −145,965−11.0% | Reduced |
| Invesco Ltd. | 1,256,899 | $16.9M | 0.00% | −617,129−32.9% | Reduced |
| American Century Companies Inc | 1,344,869 | $18.0M | 0.01% | +69,145+5.4% | Added |
| Envestnet Asset Management Inc | 1,438,633 | $19.3M | 0.01% | −124,645−8.0% | Reduced |
| Renaissance Technologies LLC | 1,528,470 | $20.5M | 0.03% | −38,500−2.5% | Reduced |
| Cowen and Company, LLC | 2,800,730 | $37.6M | 1.04% | 00.0% | Unchanged |
| Northern Trust Corp | 2,804,706 | $37.6M | 0.01% | −85,940−3.0% | Reduced |
| Dimensional Fund Advisors LP | 2,931,405 | $39.3M | 0.01% | −20,338−0.7% | Reduced |
| Millennium Management LLC | 2,962,261 | $39.7M | 0.03% | −252,494−7.9% | Reduced |
| Cowen Investment Management LLC | 3,301,575 | $44.3M | 66.77% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,144,270 | $55.6M | 0.01% | −131,924−3.1% | Reduced |
| Clark Capital Management Group, Inc. | 4,357,941 | $58.4M | 0.43% | +135,518+3.2% | Added |
| BlackRock Inc. | 6,829,429 | $91.6M | 0.00% | +208,030+3.1% | Added |
| FMR LLC | 6,851,236 | $91.9M | 0.01% | −199,702−2.8% | Reduced |
| Goldman Sachs Group Inc | 11,324,570 | $151.9M | 0.03% | +409,360+3.8% | Added |
| Morgan Stanley | 13,467,366 | $180.6M | 0.01% | +1,343,938+11.1% | Added |
| Groupama Asset Managment | 146,304 | – | – | +101,624+227.4% | Added |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −206,342−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −202,410−100.0% | Sold out |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −125,203−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −110,901−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −101,800−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −66,800−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −58,974−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −53,943−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −23,730−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,202−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −13,297−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −10,226−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −10,151−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −10,122−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,556−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| Grey Street Capital, LLC | – | – | – | – | Not filed |