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, Q3 2024
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Sep 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
- 333
- +12 vs. Q2 2024
- Shares held
- 93.5M
- +5.01M (+5.7%) vs. Q2 2024
- Total value
- $1.16B
- −$26.1M (−2.2%) vs. Q2 2024
- New holders
- 44
- 143 more added
- Sold out
- 32
- 104 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 16,316,220 | $206.1M | 0.01% | +2,848,854+21.2% | Added |
| Goldman Sachs Group Inc | 11,225,154 | $141.8M | 0.03% | −99,416−0.9% | Reduced |
| FMR LLC | 7,193,840 | $90.9M | 0.01% | +342,604+5.0% | Added |
| BlackRock, Inc. | 6,909,813 | $87.3M | 0.00% | +6,909,813 | New |
| Clark Capital Management Group, Inc. | 5,029,021 | $63.5M | 0.43% | +671,080+15.4% | Added |
| Wells Fargo & Company | 3,280,759 | $41.4M | 0.01% | −863,511−20.8% | Reduced |
| Dimensional Fund Advisors LP | 2,865,791 | $36.2M | 0.01% | −65,614−2.2% | Reduced |
| Northern Trust Corp | 2,804,584 | $35.4M | 0.01% | −1220.0% | Reduced |
| Envestnet Asset Management Inc | 1,732,738 | $21.9M | 0.01% | +294,105+20.4% | Added |
| Bank of America Corp | 1,646,700 | $20.8M | 0.00% | +469,539+39.9% | Added |
| Renaissance Technologies LLC | 1,634,570 | $20.6M | 0.03% | +106,100+6.9% | Added |
| Cowen and Company, LLC | 1,560,230 | $19.7M | 0.68% | −1,240,500−44.3% | Reduced |
| American Century Companies Inc | 1,444,549 | $18.2M | 0.01% | +99,680+7.4% | Added |
| JPMorgan Chase & Co | 1,369,950 | $17.3M | 0.00% | +517,179+60.6% | Added |
| Invesco Ltd. | 1,355,602 | $17.1M | 0.00% | +98,703+7.9% | Added |
| Anderson Hoagland & Co | 850,885 | $11.0M | 1.12% | −8,037−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 607,148 | $7.98M | 0.07% | +22,828+3.9% | Added |
| Royal Bank of Canada | 593,478 | $7.49M | 0.00% | +25,908+4.6% | Added |
| Natixis Advisors, L.P. | 586,732 | $7.41M | 0.01% | −1,958−0.3% | Reduced |
| CIBC World Markets Inc. | 561,193 | $7.09M | 0.02% | −14,743−2.6% | Reduced |
| Quantinno Capital Management LP | 546,173 | $6.90M | 0.09% | +103,810+23.5% | Added |
| UBS Group AG | 530,786 | $6.70M | 0.00% | +173,212+48.4% | Added |
| Franklin Resources Inc | 497,165 | $6.54M | 0.00% | +17,120+3.6% | Added |
| Crossmark Global Holdings, Inc. | 493,977 | $6.24M | 0.11% | +87,993+21.7% | Added |
| CIBC Asset Management Inc | 485,342 | $6.05M | 0.02% | −127,123−20.8% | Reduced |
| Pathstone Holdings, LLC | 468,307 | $5.91M | 0.03% | −895−0.2% | Reduced |
| Stifel Financial Corp | 441,673 | $5.58M | 0.01% | +1,021+0.2% | Added |
| Ramirez Asset Management, Inc. | 435,010 | $5.49M | 1.05% | +13,302+3.2% | Added |
| QRG Capital Management, Inc. | 424,680 | $5.36M | 0.06% | −11,737−2.7% | Reduced |
| Benson Investment Management Company, Inc. | 410,255 | $5.18M | 2.05% | +410,255 | New |
| Charles Schwab Investment Management Inc | 405,921 | $5.13M | 0.00% | +45,761+12.7% | Added |
| Mariner, LLC | 396,667 | $4.99M | 0.01% | +4,269+1.1% | Added |
| Creative Planning | 376,490 | $4.76M | 0.00% | +18,575+5.2% | Added |
| Cerity Partners LLC | 353,043 | $4.46M | 0.01% | +84,989+31.7% | Added |
| Ethic Inc. | 368,972 | $4.34M | 0.11% | −82,149−18.2% | Reduced |
| Eagle Global Advisors LLC | 336,000 | $4.24M | 0.21% | +54,000+19.1% | Added |
| Moran Wealth Management, LLC | 333,233 | $4.21M | 0.13% | −117,966−26.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 326,942 | $4.13M | 0.01% | +292,334+844.7% | Added |
| Bank of New York Mellon Corp | 311,121 | $3.93M | 0.00% | +18,145+6.2% | Added |
| Leuthold Group, LLC | 309,329 | $3.91M | 0.43% | +309,329 | New |
| Veriti Management LLC | 305,204 | $3.85M | 0.21% | −2,171−0.7% | Reduced |
| Jane Street Group, LLC | 300,001 | $3.79M | 0.01% | +51,917+20.9% | Added |
| Greenleaf Trust | 295,457 | $3.73M | 0.03% | 00.0% | Unchanged |
| Rokos Capital Management LLP | 293,693 | $3.71M | 0.13% | +293,693 | New |
| US Bancorp | 291,835 | $3.69M | 0.00% | +21,086+7.8% | Added |
| Samlyn Capital, LLC | 266,615 | $3.37M | 0.05% | +266,615 | New |
| Augustine Asset Management Inc | 256,545 | $3.24M | 1.13% | +3,857+1.5% | Added |
| HighTower Advisors, LLC | 246,596 | $3.13M | 0.00% | −46,126−15.8% | Reduced |
| Citadel Advisors LLC | 244,949 | $3.09M | 0.00% | −290,948−54.3% | Reduced |
| William Blair Investment Management, LLC | 241,429 | $3.05M | 0.01% | +241,429 | New |
| Dorsey Wright & Associates | 229,558 | $2.90M | 0.69% | +24,108+11.7% | Added |
| JustInvest LLC | 228,366 | $2.88M | 0.05% | +16,899+8.0% | Added |
| Signaturefd, LLC | 213,353 | $2.69M | 0.05% | +3,197+1.5% | Added |
| Calamos Advisors LLC | 211,720 | $2.67M | 0.01% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 207,371 | $2.62M | 0.44% | +16,585+8.7% | Added |
| Ameriprise Financial Inc | 200,873 | $2.54M | 0.00% | +7,158+3.7% | Added |
| Mercer Global Advisors Inc | 195,758 | $2.49M | 0.01% | −6,175−3.1% | Reduced |
| Advisor Group Holdings, Inc. | 193,360 | $2.44M | 0.01% | −8,541−4.2% | Reduced |
| Forum Financial Management, LP | 193,123 | $2.44M | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 190,477 | $2.41M | 0.01% | −6,768−3.4% | Reduced |
| Fisher Asset Management, LLC | 188,540 | $2.38M | 0.00% | +2,677+1.4% | Added |
| Cresset Asset Management, LLC | 181,946 | $2.30M | 0.01% | −900−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 181,711 | $2.30M | 0.00% | +5,858+3.3% | Added |
| Wetherby Asset Management Inc | 176,972 | $2.24M | 0.10% | −966−0.5% | Reduced |
| SEI Investments Co | 173,281 | $2.19M | 0.00% | +48,225+38.6% | Added |
| Rhumbline Advisers | 170,863 | $2.16M | 0.00% | +4,845+2.9% | Added |
| BTC Capital Management, Inc. | 167,776 | $2.12M | 0.19% | +9,076+5.7% | Added |
| Ritholtz Wealth Management | 167,393 | $2.11M | 0.06% | +7,780+4.9% | Added |
| Cetera Investment Advisers | 160,534 | $2.03M | 0.00% | +26,013+19.3% | Added |
| Prudential Financial Inc | 159,336 | $2.01M | 0.00% | +37,014+30.3% | Added |
| Old Mission Capital LLC | 158,166 | $2.00M | 0.04% | +106,784+207.8% | Added |
| Boston Partners | 148,568 | $1.88M | 0.00% | −95,985−39.2% | Reduced |
| Park Avenue Securities LLC | 139,297 | $1.76M | 0.02% | +13,614+10.8% | Added |
| Naviter Wealth, LLC | 138,145 | $1.74M | 0.24% | −5,377−3.7% | Reduced |
| CAPROCK Group, Inc. | 128,843 | $1.63M | 0.06% | −4,998−3.7% | Reduced |
| AQR Capital Management LLC | 127,992 | $1.62M | 0.00% | +16,327+14.6% | Added |
| Lockheed Martin Investment Management Co | 127,040 | $1.60M | 0.07% | −9,010−6.6% | Reduced |
| Capital Wealth Planning, LLC | 113,341 | $1.43M | 0.01% | −207,126−64.6% | Reduced |
| Bank of Montreal | 106,830 | $1.30M | 0.00% | −4,133−3.7% | Reduced |
| Yousif Capital Management, LLC | 101,090 | $1.28M | 0.01% | −4,391−4.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 100,600 | $1.27M | 0.16% | +9,500+10.4% | Added |
| Vident Advisory, LLC | 96,553 | $1.22M | 0.03% | +8,007+9.0% | Added |
| CI Private Wealth, LLC | 92,220 | $1.16M | 0.00% | +2,199+2.4% | Added |
| XY Capital Ltd | 92,052 | $1.16M | 0.63% | −19,443−17.4% | Reduced |
| LPL Financial LLC | 89,058 | $1.12M | 0.00% | +11,514+14.8% | Added |
| Brinker Capital Investments, LLC | 88,933 | $1.12M | 0.01% | −639−0.7% | Reduced |
| Orion Portfolio Solutions, LLC | 88,933 | $1.12M | 0.01% | −639−0.7% | Reduced |
| Advisory Services Network, LLC | 82,486 | $1.11M | 0.02% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 86,951 | $1.09M | 0.19% | +7,474+9.4% | Added |
| United Capital Financial Advisers, LLC | 85,733 | $1.08M | 0.01% | +2,013+2.4% | Added |
| Sequoia Financial Advisors, LLC | 83,051 | $1.05M | 0.01% | −3,881−4.5% | Reduced |
| Russell Investments Group, Ltd. | 81,794 | $1.03M | 0.00% | +44,912+121.8% | Added |
| Morningstar Investment Services LLC | 84,609 | $1.03M | 0.01% | +1,944+2.4% | Added |
| Mount Yale Investment Advisors, LLC | 80,612 | $1.02M | 0.10% | +1,226+1.5% | Added |
| Principal Securities, Inc. | 79,860 | $1.01M | 0.02% | +19,519+32.3% | Added |
| TownSquare Capital, LLC | 78,954 | $997.2K | 0.01% | +22,816+40.6% | Added |
| Dorsey & Whitney Trust CO LLC | 75,981 | $959.6K | 0.05% | +3,446+4.8% | Added |
| Johnson Investment Counsel Inc | 74,546 | $941.5K | 0.01% | −5,600−7.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 73,299 | $925.5K | 0.02% | +42,689+139.5% | Added |
| Quadrant Capital Group LLC | 72,497 | $915.6K | 0.06% | +5,503+8.2% | Added |