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 |
|---|---|---|---|---|---|
| Northwest Financial Advisors | 2 | $25 | 0.00% | +2 | New |
| West Branch Capital LLC | 8 | $99 | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 33 | $417 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 38 | $480 | 0.00% | +38 | New |
| Provenance Wealth Advisors, LLC | 49 | $619 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 57 | $694 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 73 | $922 | 0.00% | +73 | New |
| Central Trust Co | 86 | $1.09K | 0.00% | +86 | New |
| ClariVest Asset Management LLC | 87 | $1.13K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 92 | $1.16K | 0.00% | −26−22.0% | Reduced |
| TD Waterhouse Canada Inc. | 136 | $1.33K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 107 | $1.35K | 0.00% | +8+8.1% | Added |
| Larson Financial Group LLC | 110 | $1.39K | 0.00% | −366−76.9% | Reduced |
| Highline Wealth Partners LLC | 115 | $1.45K | 0.00% | −176−60.5% | Reduced |
| CVA Family Office, LLC | 115 | $1.45K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 117 | $1.48K | 0.00% | +1+0.9% | Added |
| Bell Investment Advisors, Inc | 167 | $2.11K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 164 | $2.34K | 0.00% | +164 | New |
| Motco | 187 | $2.36K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $2.53K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 220 | $3.14K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $3.16K | 0.00% | +250 | New |
| ORG Wealth Partners, LLC | 299 | $3.78K | 0.00% | +299 | New |
| Manchester Capital Management LLC | 352 | $4.45K | 0.00% | −177−33.5% | Reduced |
| Creekmur Asset Management LLC | 398 | $5.03K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 412 | $5.20K | 0.00% | +412 | New |
| TD Private Client Wealth LLC | 448 | $5.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 471 | $5.95K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 499 | $6.30K | 0.00% | +312+166.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 500 | $6.32K | 0.00% | +1+0.2% | Added |
| Redmont Wealth Advisors LLC | 540 | $6.82K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 561 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 575 | $7.31K | 0.00% | +55+10.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 607 | $7.67K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 634 | $8.01K | 0.00% | +634 | New |
| Harbour Investments, Inc. | 646 | $8.16K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 810 | $10.0K | 0.00% | +583+256.8% | Added |
| Paladin Wealth, LLC | 796 | $10.1K | 0.01% | +796 | New |
| HHM Wealth Advisors, LLC | 806 | $10.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 867 | $10.9K | 0.00% | +867 | New |
| Simplex Trading, LLC | 924 | $11.0K | 0.00% | +924 | New |
| GWM Advisors LLC | 909 | $11.5K | 0.00% | −23,451−96.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 944 | $11.9K | 0.00% | +325+52.5% | Added |
| GW&K Investment Management, LLC | 980 | $12.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 963 | $12.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 973 | $12.3K | 0.00% | +826+561.9% | Added |
| BNP Paribas Arbitrage, SA | 973 | $12.3K | 0.00% | +973 | New |
| Cape Investment Advisory, Inc. | 990 | $12.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,060 | $13.4K | 0.00% | +10+1.0% | Added |
| Jones Financial Companies LLLP | 1,122 | $13.8K | 0.00% | +796+244.2% | Added |
| Fifth Third Bancorp | 1,119 | $14.1K | 0.00% | −527−32.0% | Reduced |
| Global Financial Private Client, LLC | 1,174 | $14.8K | 0.01% | +1,174 | New |
| Allworth Financial LP | 1,202 | $15.2K | 0.00% | −275−18.6% | Reduced |
| NBC Securities, Inc. | 1,293 | $16.0K | 0.00% | −198−13.3% | Reduced |
| Financial Management Professionals, Inc. | 1,277 | $16.0K | 0.00% | +195+18.0% | Added |
| CIBC Private Wealth Group, LLC | 1,572 | $19.9K | 0.00% | −107−6.4% | Reduced |
| Rise Advisors, LLC | 1,817 | $23.0K | 0.01% | +18+1.0% | Added |
| Addison Advisors LLC | 1,876 | $23.7K | 0.01% | −1−0.1% | Reduced |
| Geneos Wealth Management Inc. | 2,176 | $27.5K | 0.00% | +2,176 | New |
| EverSource Wealth Advisors, LLC | 2,302 | $29.1K | 0.00% | +40+1.8% | Added |
| First Horizon Advisors, Inc. | 2,362 | $29.8K | 0.00% | +3+0.1% | Added |
| JFS Wealth Advisors, LLC | 2,411 | $30.5K | 0.00% | +137+6.0% | Added |
| Perritt Capital Management Inc | 2,500 | $31.6K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,706 | $34.2K | 0.00% | −573−17.5% | Reduced |
| Richardson Financial Services Inc. | 2,556 | $34.2K | 0.02% | +43+1.7% | Added |
| IFP Advisors, Inc | 3,109 | $39.3K | 0.00% | −2,721−46.7% | Reduced |
| Zions Bancorporation, N.A. | 3,349 | $42.3K | 0.00% | −609−15.4% | Reduced |
| Farmers & Merchants Investments Inc | 3,558 | $44.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,650 | $46.1K | 0.00% | +276+8.2% | Added |
| Bruce G. Allen Investments, LLC | 4,206 | $53.1K | 0.04% | +566+15.5% | Added |
| Huntington National Bank | 4,895 | $61.8K | 0.00% | −451−8.4% | Reduced |
| Rosenberg Matthew Hamilton | 5,146 | $65.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,976 | $75.5K | 0.01% | +170+2.9% | Added |
| Hexagon Capital Partners LLC | 6,258 | $79.0K | 0.02% | +356+6.0% | Added |
| Paradigm Asset Management Co LLC | 7,100 | $89.7K | 0.02% | −1,200−14.5% | Reduced |
| AXA S.A. | 7,352 | $92.9K | 0.00% | −1,848−20.1% | Reduced |
| GeoWealth Management, LLC | 8,702 | $109.9K | 0.00% | −160−1.8% | Reduced |
| Assetmark, Inc | 8,738 | $110.4K | 0.00% | +1,669+23.6% | Added |
| Global Retirement Partners, LLC | 8,767 | $110.7K | 0.00% | +2,190+33.3% | Added |
| Onyx Bridge Wealth Group LLC | 10,000 | $126.3K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 10,144 | $128.1K | 0.02% | −381−3.6% | Reduced |
| Farther Finance Advisors, LLC | 10,183 | $128.6K | 0.00% | +1,007+11.0% | Added |
| Camden Capital, LLC | 10,207 | $128.9K | 0.01% | +10,207 | New |
| Seven Mile Advisory | 10,539 | $133.1K | 0.09% | +44+0.4% | Added |
| Centiva Capital, LP | 10,593 | $133.8K | 0.01% | −3,723−26.0% | Reduced |
| Wealthstream Advisors, Inc. | 10,689 | $135.0K | 0.02% | +28+0.3% | Added |
| Flputnam Investment Management Co | 10,721 | $135.4K | 0.00% | −665−5.8% | Reduced |
| Savant Capital, LLC | 10,997 | $138.9K | 0.00% | −4,130−27.3% | Reduced |
| Pensionmark Financial Group, LLC | 11,079 | $139.9K | 0.00% | +11,079 | New |
| We Are One Seven, LLC | 11,119 | $140.4K | 0.01% | −1,160−9.4% | Reduced |
| Syon Capital LLC | 11,253 | $142.1K | 0.01% | +11,253 | New |
| Bryn Mawr Trust Co | 11,341 | $143.2K | 0.00% | +11,341 | New |
| Colony Group, LLC | 11,421 | $144.3K | 0.00% | +11,421 | New |
| Clarius Group, LLC | 11,645 | $147.1K | 0.01% | −2,167−15.7% | Reduced |
| Aprio Wealth Management, LLC | 11,795 | $149.0K | 0.02% | +863+7.9% | Added |
| Prudent Man Advisors, LLC | 11,883 | $150.1K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 12,090 | $152.7K | 0.03% | +891+8.0% | Added |
| Xponance, Inc. | 12,125 | $153.1K | 0.00% | +1,267+11.7% | Added |
| Arrowstreet Capital, Limited Partnership | 1,751,182 | $154.0K | 0.00% | +1,350,546+337.1% | Added |
| Canopy Partners, LLC | 12,465 | $157.4K | 0.07% | −200−1.6% | Reduced |