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 |
|---|---|---|---|---|---|
| Eagle Asset Management Inc | 63,718 | $891.4K | 0.00% | +6,271+10.9% | Added |
| Aquatic Capital Management LLC | 70,000 | $884.1K | 0.02% | +70,000 | New |
| Investors Research Corp | 69,554 | $878.5K | 0.19% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 69,374 | $876.2K | 0.11% | +33,188+91.7% | Added |
| MML Investors Services, LLC | 68,072 | $860.0K | 0.00% | +5,123+8.1% | Added |
| Mission Wealth Management, LP | 64,301 | $812.1K | 0.02% | −495−0.8% | Reduced |
| Atomi Financial Group, Inc. | 63,146 | $797.5K | 0.05% | +4,522+7.7% | Added |
| Advisors Asset Management, Inc. | 58,857 | $743.4K | 0.01% | +7,139+13.8% | Added |
| Ellevest, Inc. | 56,743 | $716.7K | 0.04% | −9,427−14.2% | Reduced |
| Evergreen Capital Management LLC | 56,528 | $713.9K | 0.02% | +2,250+4.1% | Added |
| Parallel Advisors, LLC | 56,347 | $711.7K | 0.02% | +2,796+5.2% | Added |
| Pacer Advisors, Inc. | 56,060 | $708.0K | 0.00% | −1,270−2.2% | Reduced |
| Rockefeller Capital Management L.P. | 55,963 | $705.3K | 0.00% | +25,414+83.2% | Added |
| Ballentine Partners, LLC | 55,611 | $702.4K | 0.01% | −320−0.6% | Reduced |
| Lake Street Advisors Group, LLC | 54,183 | $684.3K | 0.03% | +933+1.8% | Added |
| RSM US Wealth Management LLC | 53,467 | $679.0K | 0.01% | +10,751+25.2% | Added |
| Atria Investments LLC | 52,072 | $657.7K | 0.01% | −18,712−26.4% | Reduced |
| Callan Capital, LLC | 51,031 | $644.5K | 0.05% | +14,885+41.2% | Added |
| Diversify Wealth Management, LLC | 51,524 | $632.7K | 0.06% | +2,603+5.3% | Added |
| M&T Bank Corp | 49,787 | $628.4K | 0.00% | −3,933−7.3% | Reduced |
| Aaron Wealth Advisors | 49,667 | $627.3K | 0.07% | +8,032+19.3% | Added |
| Gradient Investments LLC | 47,867 | $604.6K | 0.01% | −705−1.5% | Reduced |
| AdvisorShares Investments LLC | 46,337 | $585.2K | 0.11% | −2,967−6.0% | Reduced |
| PDS Planning, Inc | 44,112 | $557.1K | 0.05% | +220.0% | Added |
| Checchi Capital Advisers, LLC | 44,106 | $557.1K | 0.04% | −474−1.1% | Reduced |
| Captrust Financial Advisors | 43,988 | $555.6K | 0.00% | +4,091+10.3% | Added |
| Glenmede Trust Co NA | 43,030 | $543.5K | 0.00% | +2,750+6.8% | Added |
| Westwood Holdings Group Inc. | 42,764 | $540.1K | 0.00% | −5,089−10.6% | Reduced |
| Susquehanna International Group, LLP | 42,257 | $533.7K | 0.00% | −4,965−10.5% | Reduced |
| Raymond James & Associates | 41,963 | $530.0K | 0.00% | +4,799+12.9% | Added |
| Neuberger Berman Group LLC | 41,854 | $528.6K | 0.00% | +4,917+13.3% | Added |
| Ronald Blue Trust, Inc. | 38,443 | $515.5K | 0.01% | +22,507+141.2% | Added |
| Quantbot Technologies LP | 40,631 | $513.2K | 0.02% | +40,631 | New |
| Lazard Asset Management LLC | 39,767 | $502.0K | 0.00% | +1,081+2.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 39,697 | $501.4K | 0.07% | +292+0.7% | Added |
| RNC Capital Management LLC | 37,215 | $499.1K | 0.03% | 00.0% | Unchanged |
| Banco Santander, S.A. | 39,420 | $497.9K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 37,922 | $479.0K | 0.01% | +1,889+5.2% | Added |
| Covenant Partners, LLC | 37,262 | $470.6K | 0.14% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 37,127 | $468.9K | 0.10% | +174+0.5% | Added |
| Vanguard Capital Wealth Advisors | 36,541 | $461.5K | 0.49% | −9,513−20.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 36,122 | $456.2K | 0.00% | −5,496−13.2% | Reduced |
| Schechter Investment Advisors, LLC | 35,365 | $446.7K | 0.03% | +220+0.6% | Added |
| Cable Hill Partners, LLC | 34,489 | $435.6K | 0.04% | −675−1.9% | Reduced |
| Citigroup Inc | 34,208 | $432.0K | 0.00% | +2,078+6.5% | Added |
| Redhawk Wealth Advisors, Inc. | 33,537 | $423.6K | 0.06% | +33,537 | New |
| Pitcairn Co | 33,257 | $420.0K | 0.02% | −2,774−7.7% | Reduced |
| Gateway Advisory, LLC | 32,803 | $414.3K | 0.07% | +381+1.2% | Added |
| Mather Group, LLC. | 32,709 | $413.1K | 0.01% | +31+0.1% | Added |
| Sanctuary Advisors, LLC | 28,248 | $403.1K | 0.00% | +8,488+43.0% | Added |
| Integrated Wealth Concepts LLC | 31,762 | $401.2K | 0.00% | +60.0% | Added |
| Atlas Capital Advisors LLC | 31,468 | $397.4K | 0.06% | −154−0.5% | Reduced |
| Principal Street Partners, LLC | 29,134 | $390.7K | 0.06% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 30,742 | $388.3K | 0.07% | +30,742 | New |
| V-Square Quantitative Management LLC | 30,575 | $386.2K | 0.06% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 29,054 | $367.0K | 0.11% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 28,661 | $362.0K | 0.00% | −122,751−81.1% | Reduced |
| Shelton Capital Management | 28,607 | $361.3K | 0.01% | +28,607 | New |
| Truist Financial Corp | 28,497 | $359.9K | 0.00% | −579−2.0% | Reduced |
| Gallacher Capital Management LLC | 28,491 | $359.8K | 0.17% | −403−1.4% | Reduced |
| Umb Bank N A | 28,031 | $354.0K | 0.01% | −305−1.1% | Reduced |
| Traveka Wealth, LLC | 27,516 | $347.5K | 0.18% | +100.0% | Added |
| Squarepoint Ops LLC | 27,451 | $346.7K | 0.00% | +27,451 | New |
| Schroder Investment Management Group | 28,537 | $340.6K | 0.00% | −17,106−37.5% | Reduced |
| West Family Investments, Inc. | 26,905 | $339.8K | 0.12% | +1,220+4.7% | Added |
| Louisbourg Investments Inc. | 26,652 | $336.6K | 0.09% | 00.0% | Unchanged |
| Blair William & Co | 26,146 | $330.2K | 0.00% | +26,146 | New |
| Net Worth Advisory Group | 25,351 | $320.2K | 0.10% | +25,351 | New |
| Waldron Private Wealth LLC | 38,868 | $309.1K | 0.01% | +38,868 | New |
| Private Advisor Group, LLC | 24,273 | $306.6K | 0.00% | +1,238+5.4% | Added |
| Ewa, LLC | 21,390 | $305.7K | 0.11% | −47−0.2% | Reduced |
| Bridgewater Advisors Inc. | 23,866 | $303.6K | 0.03% | +81+0.3% | Added |
| Five Oceans Advisors | 22,880 | $289.0K | 0.14% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 22,768 | $287.6K | 0.00% | +3,530+18.3% | Added |
| Seeds Investor LLC | 22,385 | $282.7K | 0.11% | +1,688+8.2% | Added |
| Smartleaf Asset Management LLC | 23,085 | $280.9K | 0.03% | +7,914+52.2% | Added |
| Virtu Financial LLC | 22,069 | $279.0K | 0.02% | +22,069 | New |
| Sivia Capital Partners, LLC | 21,284 | $268.8K | 0.16% | −580−2.7% | Reduced |
| First Affirmative Financial Network | 21,264 | $268.6K | 0.15% | +1,995+10.4% | Added |
| Werba Rubin Papier Wealth Management | 21,066 | $266.1K | 0.06% | +1,001+5.0% | Added |
| Drive Wealth Management, LLC | 21,023 | $265.5K | 0.07% | +185+0.9% | Added |
| Prime Capital Investment Advisors, LLC | 21,016 | $265.4K | 0.00% | +395+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,945 | $264.5K | 0.00% | +699+3.5% | Added |
| Keybank National Association | 20,442 | $258.2K | 0.00% | +252+1.2% | Added |
| Csenge Advisory Group | 19,585 | $256.8K | 0.01% | +1,788+10.0% | Added |
| Avantax Advisory Services, Inc. | 20,312 | $256.5K | 0.00% | +1,183+6.2% | Added |
| Barclays PLC | 20,000 | $252.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 18,676 | $235.9K | 0.02% | +3,299+21.5% | Added |
| Pzena Investment Management LLC | 18,615 | $235.1K | 0.00% | −3,441−15.6% | Reduced |
| Marshall Wace, LLP | 18,592 | $234.8K | 0.00% | +18,592 | New |
| Lindbrook Capital, LLC | 18,395 | $232.3K | 0.02% | +426+2.4% | Added |
| Sage Mountain Advisors LLC | 18,324 | $231.4K | 0.02% | +47+0.3% | Added |
| BSW Wealth Partners | 17,645 | $222.9K | 0.03% | −3,204−15.4% | Reduced |
| Bleakley Financial Group, LLC | 17,466 | $220.6K | 0.01% | −432,985−96.1% | Reduced |
| Lido Advisors, LLC | 17,090 | $215.9K | 0.00% | +2,657+18.4% | Added |
| Shilanski & Associates, Inc. | 17,047 | $215.3K | 0.07% | −263−1.5% | Reduced |
| Jefferies Financial Group Inc. | 17,021 | $215.0K | 0.00% | −14,637−46.2% | Reduced |
| CWM, LLC | 16,956 | $214.0K | 0.00% | −215−1.3% | Reduced |
| Millennium Management LLC | 16,822 | $212.5K | 0.00% | −2,945,439−99.4% | Reduced |
| Keel Point, LLC | 16,797 | $212.1K | 0.02% | −280−1.6% | Reduced |