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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 16,865 | $226.2K | 0.04% | +153+0.9% | Added |
| Alera Investment Advisors, LLC | 16,826 | $225.6K | 0.03% | +16,826 | New |
| Sanctuary Advisors, LLC | 19,760 | $221.7K | 0.00% | +19,760 | New |
| Catalina Capital Group, LLC | 16,486 | $221.1K | 0.08% | +200+1.2% | Added |
| Keel Point, LLC | 17,077 | $217.7K | 0.02% | +3,819+28.8% | Added |
| Apollon Wealth Management, LLC | 15,874 | $212.9K | 0.01% | +980+6.6% | Added |
| Wrapmanager Inc | 15,545 | $208.5K | 0.06% | −2,933−15.9% | Reduced |
| GAMMA Investing LLC | 15,377 | $206.2K | 0.03% | +3,206+26.3% | Added |
| Stratos Wealth Partners, LTD. | 15,358 | $206.0K | 0.00% | +442+3.0% | Added |
| Valeo Financial Advisors, LLC | 15,210 | $204.0K | 0.01% | +89+0.6% | Added |
| Savant Capital, LLC | 15,127 | $202.9K | 0.00% | +15,127 | New |
| Wedmont Private Capital | 14,824 | $202.8K | 0.01% | +1,924+14.9% | Added |
| Smartleaf Asset Management LLC | 15,171 | $197.8K | 0.03% | +1,782+13.3% | Added |
| Lido Advisors, LLC | 14,433 | $194.3K | 0.00% | +14,433 | New |
| Centiva Capital, LP | 14,316 | $192.0K | 0.01% | +2,246+18.6% | Added |
| State Street Corp | 13,954 | $189.5K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 14,068 | $188.7K | 0.03% | +441+3.2% | Added |
| HighPoint Advisor Group LLC | 13,776 | $188.0K | 0.01% | +691+5.3% | Added |
| Ronald Blue Trust, Inc. | 15,936 | $187.6K | 0.00% | +10,833+212.3% | Added |
| Cromwell Holdings LLC | 13,841 | $185.6K | 0.11% | +13,841 | New |
| Clarius Group, LLC | 13,812 | $185.2K | 0.01% | −6,470−31.9% | Reduced |
| Wedbush Securities Inc | 13,809 | $185.0K | 0.01% | −612−4.2% | Reduced |
| Rehmann Capital Advisory Group | 13,551 | $181.7K | 0.01% | −35−0.3% | Reduced |
| Tudor Investment Corp Et Al | 13,289 | $178.2K | 0.00% | −127,864−90.6% | Reduced |
| Acorn Creek Capital LLC | 13,274 | $178.0K | 0.11% | +31+0.2% | Added |
| Trust Point Inc. | 13,161 | $176.5K | 0.01% | −5,333−28.8% | Reduced |
| Canopy Partners, LLC | 12,665 | $169.8K | 0.08% | +435+3.6% | Added |
| We Are One Seven, LLC | 12,279 | $164.7K | 0.01% | +12,279 | New |
| Prudent Man Advisors, LLC | 11,883 | $159.4K | 0.06% | −1,148−8.8% | Reduced |
| Commonwealth Equity Services, LLC | 11,840 | $159.0K | 0.00% | +675+6.0% | Added |
| HB Wealth Management, LLC | 11,758 | $157.7K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 11,501 | $154.2K | 0.04% | +11,501 | New |
| Flputnam Investment Management Co | 11,386 | $152.7K | 0.00% | +96+0.9% | Added |
| Legacy Financial Advisors, Inc. | 11,199 | $150.2K | 0.03% | +266+2.4% | Added |
| Aprio Wealth Management, LLC | 10,932 | $146.6K | 0.03% | +10,932 | New |
| Xponance, Inc. | 10,858 | $145.6K | 0.00% | +10,858 | New |
| Perigon Wealth Management, LLC | 10,679 | $143.2K | 0.00% | +10,679 | New |
| Wealthstream Advisors, Inc. | 10,661 | $143.0K | 0.05% | +10,661 | New |
| D'Orazio & Associates, Inc. | 10,525 | $141.1K | 0.02% | +459+4.6% | Added |
| Seven Mile Advisory | 10,495 | $140.7K | 0.10% | +339+3.3% | Added |
| Onyx Bridge Wealth Group LLC | 10,000 | $134.1K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,707 | $130.2K | 0.00% | +9,477+4,120.4% | Added |
| Farther Finance Advisors, LLC | 9,176 | $123.4K | 0.01% | +656+7.7% | Added |
| AXA S.A. | 9,200 | $123.4K | 0.00% | +2,081+29.2% | Added |
| GeoWealth Management, LLC | 8,862 | $118.8K | 0.01% | +8,862 | New |
| Paradigm Asset Management Co LLC | 8,300 | $111.3K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 7,069 | $94.8K | 0.00% | +196+2.9% | Added |
| Global Retirement Partners, LLC | 6,577 | $88.2K | 0.00% | +239+3.8% | Added |
| Hexagon Capital Partners LLC | 5,902 | $79.1K | 0.02% | −214−3.5% | Reduced |
| IFP Advisors, Inc | 5,830 | $78.2K | 0.00% | +869+17.5% | Added |
| Parkside Financial Bank & Trust | 5,806 | $77.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 5,346 | $71.7K | 0.00% | +1,086+25.5% | Added |
| Headlands Technologies LLC | 5,209 | $69.9K | 0.01% | −5,050−49.2% | Reduced |
| Rosenberg Matthew Hamilton | 5,146 | $69.2K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 4,405 | $59.1K | 0.00% | +4,405 | New |
| EntryPoint Capital, LLC | 4,089 | $54.8K | 0.03% | +2,925+251.3% | Added |
| Zions Bancorporation, N.A. | 3,958 | $53.1K | 0.00% | −688−14.8% | Reduced |
| Bruce G. Allen Investments, LLC | 3,640 | $48.8K | 0.04% | +200+5.8% | Added |
| Farmers & Merchants Investments Inc | 3,558 | $47.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,374 | $45.2K | 0.00% | +2,433+258.6% | Added |
| Steward Partners Investment Advisory, LLC | 3,279 | $44.0K | 0.00% | −1,714−34.3% | Reduced |
| Richardson Financial Services Inc. | 2,513 | $33.7K | 0.02% | +23+0.9% | Added |
| Perritt Capital Management Inc | 2,500 | $33.5K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,262 | $32.7K | 0.00% | −284−11.2% | Reduced |
| First Horizon Advisors, Inc. | 2,359 | $31.6K | 0.00% | −119−4.8% | Reduced |
| JFS Wealth Advisors, LLC | 2,274 | $30.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,877 | $25.2K | 0.01% | +1,877 | New |
| Rise Advisors, LLC | 1,799 | $24.1K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,679 | $23.2K | 0.00% | −402−19.3% | Reduced |
| Fifth Third Bancorp | 1,646 | $22.1K | 0.00% | −90−5.2% | Reduced |
| Allworth Financial LP | 1,477 | $20.6K | 0.00% | +143+10.7% | Added |
| NBC Securities, Inc. | 1,491 | $19.0K | 0.00% | −1,123−43.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,200 | $16.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,082 | $15.0K | 0.00% | +243+29.0% | Added |
| RFP Financial Group LLC | 1,114 | $14.9K | 0.01% | +139+14.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,050 | $14.1K | 0.00% | −1,830−63.5% | Reduced |
| Cape Investment Advisory, Inc. | 990 | $13.3K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 980 | $13.0K | 0.00% | +53+5.7% | Added |
| Eagle Bay Advisors LLC | 963 | $12.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 806 | $10.8K | 0.00% | −964−54.5% | Reduced |
| Harbour Investments, Inc. | 646 | $8.66K | 0.00% | +100+18.3% | Added |
| Frazier Financial Advisors, LLC | 623 | $8.36K | 0.01% | +267+75.0% | Added |
| Northwestern Mutual Wealth Management Co | 619 | $8.30K | 0.00% | −1,083−63.6% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 607 | $8.14K | 0.00% | +607 | New |
| Redmont Wealth Advisors LLC | 540 | $7.24K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 529 | $7.09K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 561 | $7.00K | 0.00% | −1−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 499 | $6.70K | 0.00% | −11−2.2% | Reduced |
| Larson Financial Group LLC | 476 | $6.38K | 0.00% | +367+336.7% | Added |
| Raffa Wealth Management, LLC | 471 | $6.32K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 520 | $6.28K | 0.00% | +297+133.2% | Added |
| TD Private Client Wealth LLC | 448 | $6.01K | 0.00% | +171+61.7% | Added |
| Transamerica Financial Advisors, Inc. | 407 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 398 | $5.34K | 0.00% | +398 | New |
| Jones Financial Companies LLLP | 326 | $4.37K | 0.00% | +27+9.0% | Added |
| ORG Partners LLC | 299 | $4.02K | 0.00% | −35−10.5% | Reduced |
| Highline Wealth Partners LLC | 291 | $3.90K | 0.00% | +291 | New |
| Wetzel Investment Advisors, Inc. | 274 | $3.23K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 230 | $3.08K | 0.00% | +230 | New |
| Bessemer Group Inc | 227 | $3.00K | 0.00% | 00.0% | Unchanged |