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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 38,443 | $515.5K | 0.01% | +22,507+141.2% | Added |
| Neuberger Berman Group LLC | 41,854 | $528.6K | 0.00% | +4,917+13.3% | Added |
| Raymond James & Associates | 41,963 | $530.0K | 0.00% | +4,799+12.9% | Added |
| Susquehanna International Group, LLP | 42,257 | $533.7K | 0.00% | −4,965−10.5% | Reduced |
| Westwood Holdings Group Inc. | 42,764 | $540.1K | 0.00% | −5,089−10.6% | Reduced |
| Glenmede Trust Co NA | 43,030 | $543.5K | 0.00% | +2,750+6.8% | Added |
| Captrust Financial Advisors | 43,988 | $555.6K | 0.00% | +4,091+10.3% | Added |
| Checchi Capital Advisers, LLC | 44,106 | $557.1K | 0.04% | −474−1.1% | Reduced |
| PDS Planning, Inc | 44,112 | $557.1K | 0.05% | +220.0% | Added |
| AdvisorShares Investments LLC | 46,337 | $585.2K | 0.11% | −2,967−6.0% | Reduced |
| Gradient Investments LLC | 47,867 | $604.6K | 0.01% | −705−1.5% | Reduced |
| Aaron Wealth Advisors | 49,667 | $627.3K | 0.07% | +8,032+19.3% | Added |
| M&T Bank Corp | 49,787 | $628.4K | 0.00% | −3,933−7.3% | Reduced |
| Diversify Wealth Management, LLC | 51,524 | $632.7K | 0.06% | +2,603+5.3% | Added |
| Callan Capital, LLC | 51,031 | $644.5K | 0.05% | +14,885+41.2% | Added |
| Atria Investments LLC | 52,072 | $657.7K | 0.01% | −18,712−26.4% | Reduced |
| RSM US Wealth Management LLC | 53,467 | $679.0K | 0.01% | +10,751+25.2% | Added |
| Lake Street Advisors Group, LLC | 54,183 | $684.3K | 0.03% | +933+1.8% | Added |
| Ballentine Partners, LLC | 55,611 | $702.4K | 0.01% | −320−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 55,963 | $705.3K | 0.00% | +25,414+83.2% | Added |
| Pacer Advisors, Inc. | 56,060 | $708.0K | 0.00% | −1,270−2.2% | Reduced |
| Parallel Advisors, LLC | 56,347 | $711.7K | 0.02% | +2,796+5.2% | Added |
| Evergreen Capital Management LLC | 56,528 | $713.9K | 0.02% | +2,250+4.1% | Added |
| Ellevest, Inc. | 56,743 | $716.7K | 0.04% | −9,427−14.2% | Reduced |
| Advisors Asset Management, Inc. | 58,857 | $743.4K | 0.01% | +7,139+13.8% | Added |
| Atomi Financial Group, Inc. | 63,146 | $797.5K | 0.05% | +4,522+7.7% | Added |
| Mission Wealth Management, LP | 64,301 | $812.1K | 0.02% | −495−0.8% | Reduced |
| MML Investors Services, LLC | 68,072 | $860.0K | 0.00% | +5,123+8.1% | Added |
| Vise Technologies, Inc. | 69,374 | $876.2K | 0.11% | +33,188+91.7% | Added |
| Investors Research Corp | 69,554 | $878.5K | 0.19% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 70,000 | $884.1K | 0.02% | +70,000 | New |
| Eagle Asset Management Inc | 63,718 | $891.4K | 0.00% | +6,271+10.9% | Added |
| Quadrant Capital Group LLC | 72,497 | $915.6K | 0.06% | +5,503+8.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 73,299 | $925.5K | 0.02% | +42,689+139.5% | Added |
| Johnson Investment Counsel Inc | 74,546 | $941.5K | 0.01% | −5,600−7.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 75,981 | $959.6K | 0.05% | +3,446+4.8% | Added |
| TownSquare Capital, LLC | 78,954 | $997.2K | 0.01% | +22,816+40.6% | Added |
| Principal Securities, Inc. | 79,860 | $1.01M | 0.02% | +19,519+32.3% | Added |
| Mount Yale Investment Advisors, LLC | 80,612 | $1.02M | 0.10% | +1,226+1.5% | Added |
| Morningstar Investment Services LLC | 84,609 | $1.03M | 0.01% | +1,944+2.4% | Added |
| Russell Investments Group, Ltd. | 81,794 | $1.03M | 0.00% | +44,912+121.8% | Added |
| Sequoia Financial Advisors, LLC | 83,051 | $1.05M | 0.01% | −3,881−4.5% | Reduced |
| United Capital Financial Advisers, LLC | 85,733 | $1.08M | 0.01% | +2,013+2.4% | Added |
| Te Ahumairangi Investment Management Ltd | 86,951 | $1.09M | 0.19% | +7,474+9.4% | Added |
| Advisory Services Network, LLC | 82,486 | $1.11M | 0.02% | 00.0% | Unchanged |
| 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 |
| LPL Financial LLC | 89,058 | $1.12M | 0.00% | +11,514+14.8% | Added |
| XY Capital Ltd | 92,052 | $1.16M | 0.63% | −19,443−17.4% | Reduced |
| CI Private Wealth, LLC | 92,220 | $1.16M | 0.00% | +2,199+2.4% | Added |
| Vident Advisory, LLC | 96,553 | $1.22M | 0.03% | +8,007+9.0% | Added |
| Pekin Hardy Strauss, Inc. | 100,600 | $1.27M | 0.16% | +9,500+10.4% | Added |
| Yousif Capital Management, LLC | 101,090 | $1.28M | 0.01% | −4,391−4.2% | Reduced |
| Bank of Montreal | 106,830 | $1.30M | 0.00% | −4,133−3.7% | Reduced |
| Capital Wealth Planning, LLC | 113,341 | $1.43M | 0.01% | −207,126−64.6% | Reduced |
| Lockheed Martin Investment Management Co | 127,040 | $1.60M | 0.07% | −9,010−6.6% | Reduced |
| AQR Capital Management LLC | 127,992 | $1.62M | 0.00% | +16,327+14.6% | Added |
| CAPROCK Group, Inc. | 128,843 | $1.63M | 0.06% | −4,998−3.7% | Reduced |
| Naviter Wealth, LLC | 138,145 | $1.74M | 0.24% | −5,377−3.7% | Reduced |
| Park Avenue Securities LLC | 139,297 | $1.76M | 0.02% | +13,614+10.8% | Added |
| Boston Partners | 148,568 | $1.88M | 0.00% | −95,985−39.2% | Reduced |
| Old Mission Capital LLC | 158,166 | $2.00M | 0.04% | +106,784+207.8% | Added |
| Prudential Financial Inc | 159,336 | $2.01M | 0.00% | +37,014+30.3% | Added |
| Cetera Investment Advisers | 160,534 | $2.03M | 0.00% | +26,013+19.3% | Added |
| Ritholtz Wealth Management | 167,393 | $2.11M | 0.06% | +7,780+4.9% | Added |
| BTC Capital Management, Inc. | 167,776 | $2.12M | 0.19% | +9,076+5.7% | Added |
| Rhumbline Advisers | 170,863 | $2.16M | 0.00% | +4,845+2.9% | Added |
| SEI Investments Co | 173,281 | $2.19M | 0.00% | +48,225+38.6% | Added |
| Wetherby Asset Management Inc | 176,972 | $2.24M | 0.10% | −966−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 181,711 | $2.30M | 0.00% | +5,858+3.3% | Added |
| Cresset Asset Management, LLC | 181,946 | $2.30M | 0.01% | −900−0.5% | Reduced |
| Fisher Asset Management, LLC | 188,540 | $2.38M | 0.00% | +2,677+1.4% | Added |
| Federated Hermes, Inc. | 190,477 | $2.41M | 0.01% | −6,768−3.4% | Reduced |
| Forum Financial Management, LP | 193,123 | $2.44M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 193,360 | $2.44M | 0.01% | −8,541−4.2% | Reduced |
| Mercer Global Advisors Inc | 195,758 | $2.49M | 0.01% | −6,175−3.1% | Reduced |
| Ameriprise Financial Inc | 200,873 | $2.54M | 0.00% | +7,158+3.7% | Added |
| Gilman Hill Asset Management, LLC | 207,371 | $2.62M | 0.44% | +16,585+8.7% | Added |
| Calamos Advisors LLC | 211,720 | $2.67M | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 213,353 | $2.69M | 0.05% | +3,197+1.5% | Added |
| JustInvest LLC | 228,366 | $2.88M | 0.05% | +16,899+8.0% | Added |
| Dorsey Wright & Associates | 229,558 | $2.90M | 0.69% | +24,108+11.7% | Added |
| William Blair Investment Management, LLC | 241,429 | $3.05M | 0.01% | +241,429 | New |
| Citadel Advisors LLC | 244,949 | $3.09M | 0.00% | −290,948−54.3% | Reduced |
| HighTower Advisors, LLC | 246,596 | $3.13M | 0.00% | −46,126−15.8% | Reduced |
| Augustine Asset Management Inc | 256,545 | $3.24M | 1.13% | +3,857+1.5% | Added |
| Samlyn Capital, LLC | 266,615 | $3.37M | 0.05% | +266,615 | New |
| US Bancorp | 291,835 | $3.69M | 0.00% | +21,086+7.8% | Added |
| Rokos Capital Management LLP | 293,693 | $3.71M | 0.13% | +293,693 | New |
| Greenleaf Trust | 295,457 | $3.73M | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 300,001 | $3.79M | 0.01% | +51,917+20.9% | Added |
| Veriti Management LLC | 305,204 | $3.85M | 0.21% | −2,171−0.7% | Reduced |
| Leuthold Group, LLC | 309,329 | $3.91M | 0.43% | +309,329 | New |
| Bank of New York Mellon Corp | 311,121 | $3.93M | 0.00% | +18,145+6.2% | Added |
| Allspring Global Investments Holdings, LLC | 326,942 | $4.13M | 0.01% | +292,334+844.7% | Added |
| Moran Wealth Management, LLC | 333,233 | $4.21M | 0.13% | −117,966−26.1% | Reduced |
| Eagle Global Advisors LLC | 336,000 | $4.24M | 0.21% | +54,000+19.1% | Added |
| Ethic Inc. | 368,972 | $4.34M | 0.11% | −82,149−18.2% | Reduced |
| Cerity Partners LLC | 353,043 | $4.46M | 0.01% | +84,989+31.7% | Added |
| Creative Planning | 376,490 | $4.76M | 0.00% | +18,575+5.2% | Added |