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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 66,994 | $898.4K | 0.07% | +1,595+2.4% | Added |
| Ellevest, Inc. | 66,170 | $887.3K | 0.05% | +54,861+485.1% | Added |
| Kestra Advisory Services, LLC | 64,835 | $869.4K | 0.00% | −636−1.0% | Reduced |
| Mission Wealth Management, LP | 64,796 | $868.9K | 0.02% | −2,411−3.6% | Reduced |
| BKM Wealth Management, LLC | 64,369 | $863.2K | 0.42% | +11,359+21.4% | Added |
| MML Investors Services, LLC | 62,949 | $844.0K | 0.00% | −339−0.5% | Reduced |
| Principal Securities, Inc. | 60,341 | $809.2K | 0.02% | +9,196+18.0% | Added |
| Atomi Financial Group, Inc. | 58,624 | $786.1K | 0.06% | +12,577+27.3% | Added |
| Eagle Asset Management Inc | 57,447 | $772.7K | 0.00% | +551+1.0% | Added |
| Pacer Advisors, Inc. | 57,330 | $768.8K | 0.00% | −2,020−3.4% | Reduced |
| TownSquare Capital, LLC | 56,138 | $752.8K | 0.01% | +58+0.1% | Added |
| Ballentine Partners, LLC | 55,931 | $750.0K | 0.01% | +2,551+4.8% | Added |
| Evergreen Capital Management LLC | 54,278 | $727.9K | 0.03% | +3,265+6.4% | Added |
| M&T Bank Corp | 53,720 | $720.7K | 0.00% | +1,538+2.9% | Added |
| Lake Street Advisors Group, LLC | 53,250 | $719.8K | 0.03% | −5,015−8.6% | Reduced |
| Parallel Advisors, LLC | 53,551 | $718.1K | 0.02% | +1,398+2.7% | Added |
| HRT Financial LP | 52,684 | $706.0K | 0.00% | +52,684 | New |
| Advisors Asset Management, Inc. | 51,718 | $693.5K | 0.01% | +11,406+28.3% | Added |
| Old Mission Capital LLC | 51,382 | $689.0K | 0.02% | +51,382 | New |
| Eqis Capital Management, Inc. | 49,497 | $663.8K | 0.05% | +49,497 | New |
| AdvisorShares Investments LLC | 49,304 | $663.1K | 0.12% | −1,184−2.3% | Reduced |
| Gradient Investments LLC | 48,572 | $651.4K | 0.01% | −207−0.4% | Reduced |
| Westwood Holdings Group Inc. | 47,853 | $641.7K | 0.00% | +10.0% | Added |
| Susquehanna International Group, LLP | 47,222 | $633.2K | 0.00% | −17,430−27.0% | Reduced |
| Vanguard Capital Wealth Advisors | 46,054 | $617.6K | 0.42% | +3,491+8.2% | Added |
| Schroder Investment Management Group | 45,643 | $612.1K | 0.00% | +16,517+56.7% | Added |
| Checchi Capital Advisers, LLC | 44,580 | $597.8K | 0.05% | +990+2.3% | Added |
| PDS Planning, Inc | 44,090 | $591.2K | 0.06% | +1,321+3.1% | Added |
| Diversify Wealth Management, LLC | 48,921 | $590.5K | 0.07% | +48,921 | New |
| RSM US Wealth Management LLC | 42,716 | $574.1K | 0.01% | +42,716 | New |
| Aaron Wealth Advisors | 41,635 | $558.3K | 0.08% | +3,654+9.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 41,618 | $558.1K | 0.00% | +4,692+12.7% | Added |
| Guggenheim Capital LLC | 40,358 | $541.2K | 0.00% | −9,724−19.4% | Reduced |
| Glenmede Trust Co NA | 40,280 | $540.2K | 0.00% | −320−0.8% | Reduced |
| Captrust Financial Advisors | 39,897 | $535.0K | 0.00% | +7,051+21.5% | Added |
| HSBC Holdings PLC | 39,869 | $534.6K | 0.00% | +15,174+61.4% | Added |
| Banco Santander, S.A. | 39,420 | $528.6K | 0.01% | −3,580−8.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 39,405 | $528.4K | 0.08% | −190.0% | Reduced |
| Lazard Asset Management LLC | 38,686 | $518.0K | 0.00% | −725−1.8% | Reduced |
| Covenant Partners, LLC | 37,262 | $499.7K | 0.15% | 00.0% | Unchanged |
| RNC Capital Management LLC | 37,215 | $499.1K | 0.03% | −650−1.7% | Reduced |
| Raymond James & Associates | 37,164 | $498.4K | 0.00% | −4,090−9.9% | Reduced |
| Sage Rhino Capital LLC | 36,953 | $495.5K | 0.12% | −51−0.1% | Reduced |
| Neuberger Berman Group LLC | 36,937 | $495.3K | 0.00% | +4,018+12.2% | Added |
| Russell Investments Group, Ltd. | 36,882 | $494.6K | 0.00% | +11,129+43.2% | Added |
| Vise Technologies, Inc. | 36,186 | $485.3K | 0.09% | −797−2.2% | Reduced |
| Callan Capital, LLC | 36,146 | $484.7K | 0.04% | +7,264+25.2% | Added |
| Ieq Capital, LLC | 36,033 | $483.2K | 0.01% | +5,336+17.4% | Added |
| Pitcairn Co | 36,031 | $483.2K | 0.03% | +3,751+11.6% | Added |
| Cable Hill Partners, LLC | 35,164 | $471.5K | 0.05% | +1,065+3.1% | Added |
| Schechter Investment Advisors, LLC | 35,145 | $471.3K | 0.04% | +1,546+4.6% | Added |
| Allspring Global Investments Holdings, LLC | 34,608 | $464.1K | 0.00% | +15,812+84.1% | Added |
| Channing Global Advisors, LLC | 32,946 | $441.8K | 0.37% | −18−0.1% | Reduced |
| Gateway Advisory, LLC | 32,422 | $434.8K | 0.07% | −2,471−7.1% | Reduced |
| Capstone Investment Advisors, LLC | 32,174 | $431.5K | 0.01% | +10,138+46.0% | Added |
| Citigroup Inc | 32,130 | $430.9K | 0.00% | +8,864+38.1% | Added |
| Integrated Wealth Concepts LLC | 31,756 | $425.8K | 0.01% | −3,188−9.1% | Reduced |
| Jefferies Financial Group Inc. | 31,658 | $424.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 31,622 | $424.1K | 0.06% | +4,233+15.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 30,610 | $410.5K | 0.02% | +30,610 | New |
| V-Square Quantitative Management LLC | 30,575 | $410.5K | 0.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30,549 | $406.7K | 0.00% | +7,065+30.1% | Added |
| Principal Street Partners, LLC | 29,134 | $390.7K | 0.07% | 00.0% | Unchanged |
| Truist Financial Corp | 29,076 | $389.9K | 0.00% | −7,088−19.6% | Reduced |
| Barometer Capital Management Inc. | 29,054 | $389.6K | 0.15% | −4,500−13.4% | Reduced |
| Gallacher Capital Management LLC | 28,894 | $387.5K | 0.20% | −500−1.7% | Reduced |
| Mather Group, LLC. | 32,678 | $384.6K | 0.00% | −82−0.3% | Reduced |
| Umb Bank N A | 28,336 | $380.0K | 0.01% | −60−0.2% | Reduced |
| Traveka Wealth, LLC | 27,506 | $368.9K | 0.18% | +859+3.2% | Added |
| Louisbourg Investments Inc. | 26,652 | $357.4K | 0.10% | 00.0% | Unchanged |
| West Family Investments, Inc. | 25,685 | $344.4K | 0.10% | +4,470+21.1% | Added |
| Boston Private Wealth LLC | 25,507 | $342.0K | 0.01% | −4,502−15.0% | Reduced |
| GWM Advisors LLC | 24,360 | $326.7K | 0.00% | −4,920−16.8% | Reduced |
| Bridgewater Advisors Inc. | 23,785 | $324.4K | 0.04% | +23,785 | New |
| Private Advisor Group, LLC | 23,035 | $308.9K | 0.00% | +2,003+9.5% | Added |
| Five Oceans Advisors | 22,880 | $306.8K | 0.16% | +3,010+15.1% | Added |
| Ewa, LLC | 21,437 | $304.4K | 0.13% | +24+0.1% | Added |
| Pzena Investment Management LLC | 22,056 | $295.8K | 0.00% | −683−3.0% | Reduced |
| Sivia Capital Partners, LLC | 21,864 | $293.2K | 0.20% | +220+1.0% | Added |
| Diversify Advisory Services, LLC | 20,470 | $281.1K | 0.02% | −33,501−62.1% | Reduced |
| BSW Wealth Partners | 20,849 | $279.6K | 0.05% | +2,820+15.6% | Added |
| Drive Wealth Management, LLC | 20,838 | $279.4K | 0.08% | +422+2.1% | Added |
| Seeds Investor LLC | 20,697 | $277.6K | 0.14% | +2,607+14.4% | Added |
| Prime Capital Investment Advisors, LLC | 20,621 | $276.5K | 0.00% | −192−0.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,246 | $271.5K | 0.00% | +963+5.0% | Added |
| Keybank National Association | 20,190 | $270.8K | 0.00% | +3,766+22.9% | Added |
| Werba Rubin Papier Wealth Management | 20,065 | $269.1K | 0.07% | −976−4.6% | Reduced |
| Barclays PLC | 20,000 | $268.2K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 19,349 | $259.5K | 0.00% | −4,222−17.9% | Reduced |
| First Affirmative Financial Network | 19,269 | $258.4K | 0.18% | +2,321+13.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,238 | $258.0K | 0.00% | −2,157−10.1% | Reduced |
| Avantax Advisory Services, Inc. | 19,129 | $256.5K | 0.00% | +19,129 | New |
| New Republic Capital, LLC | 18,710 | $250.9K | 0.13% | +807+4.5% | Added |
| Causeway Capital Management LLC | 18,586 | $249.2K | 0.01% | −1,775−8.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 18,477 | $247.8K | 0.05% | +108+0.6% | Added |
| Sage Mountain Advisors LLC | 18,277 | $245.1K | 0.02% | +18,277 | New |
| Lindbrook Capital, LLC | 17,969 | $241.0K | 0.02% | +601+3.5% | Added |
| Csenge Advisory Group | 17,797 | $238.7K | 0.01% | +596+3.5% | Added |
| Shilanski & Associates, Inc. | 17,310 | $232.1K | 0.08% | −192−1.1% | Reduced |
| CWM, LLC | 17,171 | $230.0K | 0.00% | +1,456+9.3% | Added |