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 |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 12,589 | $159.0K | 0.02% | +12,182+2,993.1% | Added |
| Summit Trail Advisors, LLC | 12,810 | $161.8K | 0.00% | +12,810 | New |
| Channing Global Advisors, LLC | 12,895 | $162.9K | 0.14% | −20,051−60.9% | Reduced |
| Trust Point Inc. | 12,897 | $162.9K | 0.01% | −264−2.0% | Reduced |
| Rehmann Capital Advisory Group | 13,224 | $167.0K | 0.01% | −327−2.4% | Reduced |
| HB Wealth Management, LLC | 13,299 | $168.0K | 0.00% | +1,541+13.1% | Added |
| Alera Investment Advisors, LLC | 13,335 | $168.4K | 0.02% | −3,491−20.7% | Reduced |
| Wrapmanager Inc | 13,418 | $169.5K | 0.04% | −2,127−13.7% | Reduced |
| Commonwealth Equity Services, LLC | 13,468 | $170.0K | 0.00% | +1,628+13.8% | Added |
| Acorn Creek Capital LLC | 13,466 | $170.1K | 0.09% | +192+1.4% | Added |
| Cromwell Holdings LLC | 13,841 | $174.8K | 0.11% | 00.0% | Unchanged |
| State Street Corp | 13,954 | $176.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 14,237 | $179.8K | 0.00% | +4,530+46.7% | Added |
| Optas, LLC | 14,249 | $180.0K | 0.04% | +14,249 | New |
| Beverly Hills Private Wealth, LLC | 14,632 | $184.8K | 0.04% | −3,845−20.8% | Reduced |
| Personal Cfo Solutions, LLC | 14,893 | $188.1K | 0.03% | +825+5.9% | Added |
| Coldstream Capital Management Inc | 14,925 | $188.5K | 0.00% | +14,925 | New |
| Raymond James Financial Services Advisors, Inc. | 14,967 | $189.0K | 0.00% | −4,382−22.6% | Reduced |
| Apollon Wealth Management, LLC | 15,260 | $192.7K | 0.01% | −614−3.9% | Reduced |
| HSBC Holdings PLC | 15,278 | $192.8K | 0.00% | −24,591−61.7% | Reduced |
| Guggenheim Capital LLC | 15,344 | $193.8K | 0.00% | −25,014−62.0% | Reduced |
| New Republic Capital, LLC | 15,362 | $194.0K | 0.11% | −3,348−17.9% | Reduced |
| ICONIQ Capital, LLC | 15,502 | $195.8K | 0.00% | +15,502 | New |
| Synovus Financial Corp | 15,754 | $199.0K | 0.00% | +15,754 | New |
| HighPoint Advisor Group LLC | 15,629 | $200.8K | 0.01% | +1,853+13.5% | Added |
| Valeo Financial Advisors, LLC | 15,946 | $201.4K | 0.01% | +736+4.8% | Added |
| Causeway Capital Management LLC | 16,119 | $203.6K | 0.01% | −2,467−13.3% | Reduced |
| Diversify Advisory Services, LLC | 16,102 | $203.7K | 0.01% | −4,368−21.3% | Reduced |
| Catalina Capital Group, LLC | 16,268 | $205.5K | 0.07% | −218−1.3% | Reduced |
| Kestra Advisory Services, LLC | 16,444 | $207.7K | 0.00% | −48,391−74.6% | Reduced |
| Wedmont Private Capital | 16,136 | $209.4K | 0.01% | +1,312+8.9% | Added |
| Claro Advisors LLC | 16,774 | $211.9K | 0.03% | −91−0.5% | Reduced |
| Keel Point, LLC | 16,797 | $212.1K | 0.02% | −280−1.6% | Reduced |
| Millennium Management LLC | 16,822 | $212.5K | 0.00% | −2,945,439−99.4% | Reduced |
| CWM, LLC | 16,956 | $214.0K | 0.00% | −215−1.3% | Reduced |
| Jefferies Financial Group Inc. | 17,021 | $215.0K | 0.00% | −14,637−46.2% | Reduced |
| Shilanski & Associates, Inc. | 17,047 | $215.3K | 0.07% | −263−1.5% | Reduced |
| Lido Advisors, LLC | 17,090 | $215.9K | 0.00% | +2,657+18.4% | Added |
| Bleakley Financial Group, LLC | 17,466 | $220.6K | 0.01% | −432,985−96.1% | Reduced |
| BSW Wealth Partners | 17,645 | $222.9K | 0.03% | −3,204−15.4% | Reduced |
| Sage Mountain Advisors LLC | 18,324 | $231.4K | 0.02% | +47+0.3% | Added |
| Lindbrook Capital, LLC | 18,395 | $232.3K | 0.02% | +426+2.4% | Added |
| Marshall Wace, LLP | 18,592 | $234.8K | 0.00% | +18,592 | New |
| Pzena Investment Management LLC | 18,615 | $235.1K | 0.00% | −3,441−15.6% | Reduced |
| GAMMA Investing LLC | 18,676 | $235.9K | 0.02% | +3,299+21.5% | Added |
| Barclays PLC | 20,000 | $252.6K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 20,312 | $256.5K | 0.00% | +1,183+6.2% | Added |
| Csenge Advisory Group | 19,585 | $256.8K | 0.01% | +1,788+10.0% | Added |
| Keybank National Association | 20,442 | $258.2K | 0.00% | +252+1.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,945 | $264.5K | 0.00% | +699+3.5% | Added |
| Prime Capital Investment Advisors, LLC | 21,016 | $265.4K | 0.00% | +395+1.9% | Added |
| Drive Wealth Management, LLC | 21,023 | $265.5K | 0.07% | +185+0.9% | Added |
| Werba Rubin Papier Wealth Management | 21,066 | $266.1K | 0.06% | +1,001+5.0% | Added |
| First Affirmative Financial Network | 21,264 | $268.6K | 0.15% | +1,995+10.4% | Added |
| Sivia Capital Partners, LLC | 21,284 | $268.8K | 0.16% | −580−2.7% | Reduced |
| Virtu Financial LLC | 22,069 | $279.0K | 0.02% | +22,069 | New |
| Smartleaf Asset Management LLC | 23,085 | $280.9K | 0.03% | +7,914+52.2% | Added |
| Seeds Investor LLC | 22,385 | $282.7K | 0.11% | +1,688+8.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 22,768 | $287.6K | 0.00% | +3,530+18.3% | Added |
| Five Oceans Advisors | 22,880 | $289.0K | 0.14% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 23,866 | $303.6K | 0.03% | +81+0.3% | Added |
| Ewa, LLC | 21,390 | $305.7K | 0.11% | −47−0.2% | Reduced |
| Private Advisor Group, LLC | 24,273 | $306.6K | 0.00% | +1,238+5.4% | Added |
| Waldron Private Wealth LLC | 38,868 | $309.1K | 0.01% | +38,868 | New |
| Net Worth Advisory Group | 25,351 | $320.2K | 0.10% | +25,351 | New |
| Blair William & Co | 26,146 | $330.2K | 0.00% | +26,146 | New |
| Louisbourg Investments Inc. | 26,652 | $336.6K | 0.09% | 00.0% | Unchanged |
| West Family Investments, Inc. | 26,905 | $339.8K | 0.12% | +1,220+4.7% | Added |
| Schroder Investment Management Group | 28,537 | $340.6K | 0.00% | −17,106−37.5% | Reduced |
| Squarepoint Ops LLC | 27,451 | $346.7K | 0.00% | +27,451 | New |
| Traveka Wealth, LLC | 27,516 | $347.5K | 0.18% | +100.0% | Added |
| Umb Bank N A | 28,031 | $354.0K | 0.01% | −305−1.1% | Reduced |
| Gallacher Capital Management LLC | 28,491 | $359.8K | 0.17% | −403−1.4% | Reduced |
| Truist Financial Corp | 28,497 | $359.9K | 0.00% | −579−2.0% | Reduced |
| Shelton Capital Management | 28,607 | $361.3K | 0.01% | +28,607 | New |
| Qube Research & Technologies Ltd | 28,661 | $362.0K | 0.00% | −122,751−81.1% | Reduced |
| Barometer Capital Management Inc. | 29,054 | $367.0K | 0.11% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 30,575 | $386.2K | 0.06% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 30,742 | $388.3K | 0.07% | +30,742 | New |
| Principal Street Partners, LLC | 29,134 | $390.7K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 31,468 | $397.4K | 0.06% | −154−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 31,762 | $401.2K | 0.00% | +60.0% | Added |
| Sanctuary Advisors, LLC | 28,248 | $403.1K | 0.00% | +8,488+43.0% | Added |
| Mather Group, LLC. | 32,709 | $413.1K | 0.01% | +31+0.1% | Added |
| Gateway Advisory, LLC | 32,803 | $414.3K | 0.07% | +381+1.2% | Added |
| Pitcairn Co | 33,257 | $420.0K | 0.02% | −2,774−7.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 33,537 | $423.6K | 0.06% | +33,537 | New |
| Citigroup Inc | 34,208 | $432.0K | 0.00% | +2,078+6.5% | Added |
| Cable Hill Partners, LLC | 34,489 | $435.6K | 0.04% | −675−1.9% | Reduced |
| Schechter Investment Advisors, LLC | 35,365 | $446.7K | 0.03% | +220+0.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 36,122 | $456.2K | 0.00% | −5,496−13.2% | Reduced |
| Vanguard Capital Wealth Advisors | 36,541 | $461.5K | 0.49% | −9,513−20.7% | Reduced |
| Sage Rhino Capital LLC | 37,127 | $468.9K | 0.10% | +174+0.5% | Added |
| Covenant Partners, LLC | 37,262 | $470.6K | 0.14% | 00.0% | Unchanged |
| Ieq Capital, LLC | 37,922 | $479.0K | 0.01% | +1,889+5.2% | Added |
| Banco Santander, S.A. | 39,420 | $497.9K | 0.01% | 00.0% | Unchanged |
| RNC Capital Management LLC | 37,215 | $499.1K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 39,697 | $501.4K | 0.07% | +292+0.7% | Added |
| Lazard Asset Management LLC | 39,767 | $502.0K | 0.00% | +1,081+2.8% | Added |
| Quantbot Technologies LP | 40,631 | $513.2K | 0.02% | +40,631 | New |