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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

Q3 2024 vs. Q2 2024

How the institutions holding Sumitomo Mitsui Financial Group, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of SMFG: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders3243333+12
Shares95.3M6.83M93.5M+5.01M (+5.7%)
Value$1.28B$91.6M$1.16B−$26.1M (−2.2%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (44)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to SMFG in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.6,909,813$87.3M0.00%
Benson Investment Management Company, Inc.410,255$5.18M2.05%
Leuthold Group, LLC309,329$3.91M0.43%
Rokos Capital Management LLP293,693$3.71M0.13%
Samlyn Capital, LLC266,615$3.37M0.05%
William Blair Investment Management, LLC241,429$3.05M0.01%
Aquatic Capital Management LLC70,000$884.1K0.02%
Quantbot Technologies LP40,631$513.2K0.02%
Redhawk Wealth Advisors, Inc.33,537$423.6K0.06%
Capital Insight Partners, LLC30,742$388.3K0.07%
Shelton Capital Management28,607$361.3K0.01%
Squarepoint Ops LLC27,451$346.7K0.00%
Blair William & Co26,146$330.2K0.00%
Net Worth Advisory Group25,351$320.2K0.10%
Waldron Private Wealth LLC38,868$309.1K0.01%
Virtu Financial LLC22,069$279.0K0.02%
Marshall Wace, LLP18,592$234.8K0.00%
Synovus Financial Corp15,754$199.0K0.00%
ICONIQ Capital, LLC15,502$195.8K0.00%
Coldstream Capital Management Inc14,925$188.5K0.00%
Optas, LLC14,249$180.0K0.04%
Summit Trail Advisors, LLC12,810$161.8K0.00%
Colony Group, LLC11,421$144.3K0.00%
Bryn Mawr Trust Co11,341$143.2K0.00%
Syon Capital LLC11,253$142.1K0.01%
Pensionmark Financial Group, LLC11,079$139.9K0.00%
Camden Capital, LLC10,207$128.9K0.01%
Geneos Wealth Management Inc.2,176$27.5K0.00%
Global Financial Private Client, LLC1,174$14.8K0.01%
BNP Paribas Arbitrage, SA973$12.3K0.00%
Simplex Trading, LLC924$11.0K0.00%
Sterling Capital Management LLC867$10.9K0.00%
Paladin Wealth, LLC796$10.1K0.01%
Grove Bank & Trust634$8.01K0.00%
MV Capital Management, Inc.412$5.20K0.00%
ORG Wealth Partners, LLC299$3.78K0.00%
Clean Yield Group250$3.16K0.00%
LRI Investments, LLC164$2.34K0.00%
Central Trust Co86$1.09K0.00%
Group One Trading, L.P.73$9220.00%
Financial Gravity Companies, Inc.38$4800.00%
West Branch Capital LLC8$990.00%
Northwest Financial Advisors2$250.00%
International Assets Investment Management, LLC54,221––

Sold out (32)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of SMFG in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Cowen Investment Management LLC3,301,575$44.3M
Healthcare of Ontario Pension Plan Trust Fund615,800$8.26M
Simplicity Wealth,LLC450,451$6.04M
Penserra Capital Management LLC320,467$4.30M
GTS Securities LLC159,034$2.13M
D. E. Shaw & Co., Inc.132,614$1.78M
BKM Wealth Management, LLC64,369$863.2K
HRT Financial LP52,684$706.0K
Eqis Capital Management, Inc.49,497$663.8K
Capstone Investment Advisors, LLC32,174$431.5K
Boston Private Wealth LLC25,507$342.0K
Stratos Wealth Partners, LTD.15,358$206.0K
Wedbush Securities Inc13,809$185.0K
Tudor Investment Corp Et Al13,289$178.2K
DGS Capital Management, LLC11,501$154.2K
Perigon Wealth Management, LLC10,679$143.2K
Headlands Technologies LLC5,209$69.9K
Ashton Thomas Private Wealth, LLC4,405$59.1K
EntryPoint Capital, LLC4,089$54.8K
Catalyst Funds Management Pty Ltd1,200$16.1K
RFP Financial Group LLC1,114$14.9K
Frazier Financial Advisors, LLC623$8.36K
ORG Partners LLC299$4.02K
Wetzel Investment Advisors, Inc.274$3.23K
Sound Income Strategies, LLC230$3.08K
Whittier Trust Co195$2.61K
Family Firm, Inc.167$2.24K
Tyler-Stone Wealth Management153$2.05K
Brown Financial Advisors141$1.89K
Redwood Wealth Management Group, LLC125$1.68K
Opal Wealth Advisors, LLC16$215
Groupama Asset Managment146,304–

Not filed for Q3 2024 yet (3)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMFG in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.6,829,429$91.6M
JJJ Advisors Inc.5$68
Sofos Investments, Inc.2$27