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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 16,774 | $211.9K | 0.03% | −91−0.5% | Reduced |
| Wedmont Private Capital | 16,136 | $209.4K | 0.01% | +1,312+8.9% | Added |
| Kestra Advisory Services, LLC | 16,444 | $207.7K | 0.00% | −48,391−74.6% | Reduced |
| Catalina Capital Group, LLC | 16,268 | $205.5K | 0.07% | −218−1.3% | Reduced |
| Diversify Advisory Services, LLC | 16,102 | $203.7K | 0.01% | −4,368−21.3% | Reduced |
| Causeway Capital Management LLC | 16,119 | $203.6K | 0.01% | −2,467−13.3% | Reduced |
| Valeo Financial Advisors, LLC | 15,946 | $201.4K | 0.01% | +736+4.8% | Added |
| HighPoint Advisor Group LLC | 15,629 | $200.8K | 0.01% | +1,853+13.5% | Added |
| Synovus Financial Corp | 15,754 | $199.0K | 0.00% | +15,754 | New |
| ICONIQ Capital, LLC | 15,502 | $195.8K | 0.00% | +15,502 | New |
| New Republic Capital, LLC | 15,362 | $194.0K | 0.11% | −3,348−17.9% | Reduced |
| Guggenheim Capital LLC | 15,344 | $193.8K | 0.00% | −25,014−62.0% | Reduced |
| HSBC Holdings PLC | 15,278 | $192.8K | 0.00% | −24,591−61.7% | Reduced |
| Apollon Wealth Management, LLC | 15,260 | $192.7K | 0.01% | −614−3.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,967 | $189.0K | 0.00% | −4,382−22.6% | Reduced |
| Coldstream Capital Management Inc | 14,925 | $188.5K | 0.00% | +14,925 | New |
| Personal Cfo Solutions, LLC | 14,893 | $188.1K | 0.03% | +825+5.9% | Added |
| Beverly Hills Private Wealth, LLC | 14,632 | $184.8K | 0.04% | −3,845−20.8% | Reduced |
| Optas, LLC | 14,249 | $180.0K | 0.04% | +14,249 | New |
| Tower Research Capital LLC (TRC) | 14,237 | $179.8K | 0.00% | +4,530+46.7% | Added |
| State Street Corp | 13,954 | $176.2K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 13,841 | $174.8K | 0.11% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 13,466 | $170.1K | 0.09% | +192+1.4% | Added |
| Commonwealth Equity Services, LLC | 13,468 | $170.0K | 0.00% | +1,628+13.8% | Added |
| Wrapmanager Inc | 13,418 | $169.5K | 0.04% | −2,127−13.7% | Reduced |
| Alera Investment Advisors, LLC | 13,335 | $168.4K | 0.02% | −3,491−20.7% | Reduced |
| HB Wealth Management, LLC | 13,299 | $168.0K | 0.00% | +1,541+13.1% | Added |
| Rehmann Capital Advisory Group | 13,224 | $167.0K | 0.01% | −327−2.4% | Reduced |
| Trust Point Inc. | 12,897 | $162.9K | 0.01% | −264−2.0% | Reduced |
| Channing Global Advisors, LLC | 12,895 | $162.9K | 0.14% | −20,051−60.9% | Reduced |
| Summit Trail Advisors, LLC | 12,810 | $161.8K | 0.00% | +12,810 | New |
| Transamerica Financial Advisors, Inc. | 12,589 | $159.0K | 0.02% | +12,182+2,993.1% | Added |
| Canopy Partners, LLC | 12,465 | $157.4K | 0.07% | −200−1.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,751,182 | $154.0K | 0.00% | +1,350,546+337.1% | Added |
| Xponance, Inc. | 12,125 | $153.1K | 0.00% | +1,267+11.7% | Added |
| Legacy Financial Advisors, Inc. | 12,090 | $152.7K | 0.03% | +891+8.0% | Added |
| Prudent Man Advisors, LLC | 11,883 | $150.1K | 0.05% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 11,795 | $149.0K | 0.02% | +863+7.9% | Added |
| Clarius Group, LLC | 11,645 | $147.1K | 0.01% | −2,167−15.7% | Reduced |
| Colony Group, LLC | 11,421 | $144.3K | 0.00% | +11,421 | New |
| Bryn Mawr Trust Co | 11,341 | $143.2K | 0.00% | +11,341 | New |
| Syon Capital LLC | 11,253 | $142.1K | 0.01% | +11,253 | New |
| We Are One Seven, LLC | 11,119 | $140.4K | 0.01% | −1,160−9.4% | Reduced |
| Pensionmark Financial Group, LLC | 11,079 | $139.9K | 0.00% | +11,079 | New |
| Savant Capital, LLC | 10,997 | $138.9K | 0.00% | −4,130−27.3% | Reduced |
| Flputnam Investment Management Co | 10,721 | $135.4K | 0.00% | −665−5.8% | Reduced |
| Wealthstream Advisors, Inc. | 10,689 | $135.0K | 0.02% | +28+0.3% | Added |
| Centiva Capital, LP | 10,593 | $133.8K | 0.01% | −3,723−26.0% | Reduced |
| Seven Mile Advisory | 10,539 | $133.1K | 0.09% | +44+0.4% | Added |
| Camden Capital, LLC | 10,207 | $128.9K | 0.01% | +10,207 | New |
| Farther Finance Advisors, LLC | 10,183 | $128.6K | 0.00% | +1,007+11.0% | Added |
| D'Orazio & Associates, Inc. | 10,144 | $128.1K | 0.02% | −381−3.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 10,000 | $126.3K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,767 | $110.7K | 0.00% | +2,190+33.3% | Added |
| Assetmark, Inc | 8,738 | $110.4K | 0.00% | +1,669+23.6% | Added |
| GeoWealth Management, LLC | 8,702 | $109.9K | 0.00% | −160−1.8% | Reduced |
| AXA S.A. | 7,352 | $92.9K | 0.00% | −1,848−20.1% | Reduced |
| Paradigm Asset Management Co LLC | 7,100 | $89.7K | 0.02% | −1,200−14.5% | Reduced |
| Hexagon Capital Partners LLC | 6,258 | $79.0K | 0.02% | +356+6.0% | Added |
| Parkside Financial Bank & Trust | 5,976 | $75.5K | 0.01% | +170+2.9% | Added |
| Rosenberg Matthew Hamilton | 5,146 | $65.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 4,895 | $61.8K | 0.00% | −451−8.4% | Reduced |
| Bruce G. Allen Investments, LLC | 4,206 | $53.1K | 0.04% | +566+15.5% | Added |
| Rothschild Investment LLC | 3,650 | $46.1K | 0.00% | +276+8.2% | Added |
| Farmers & Merchants Investments Inc | 3,558 | $44.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3,349 | $42.3K | 0.00% | −609−15.4% | Reduced |
| IFP Advisors, Inc | 3,109 | $39.3K | 0.00% | −2,721−46.7% | Reduced |
| Richardson Financial Services Inc. | 2,556 | $34.2K | 0.02% | +43+1.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,706 | $34.2K | 0.00% | −573−17.5% | Reduced |
| Perritt Capital Management Inc | 2,500 | $31.6K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,411 | $30.5K | 0.00% | +137+6.0% | Added |
| First Horizon Advisors, Inc. | 2,362 | $29.8K | 0.00% | +3+0.1% | Added |
| EverSource Wealth Advisors, LLC | 2,302 | $29.1K | 0.00% | +40+1.8% | Added |
| Geneos Wealth Management Inc. | 2,176 | $27.5K | 0.00% | +2,176 | New |
| Addison Advisors LLC | 1,876 | $23.7K | 0.01% | −1−0.1% | Reduced |
| Rise Advisors, LLC | 1,817 | $23.0K | 0.01% | +18+1.0% | Added |
| CIBC Private Wealth Group, LLC | 1,572 | $19.9K | 0.00% | −107−6.4% | 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 |
| Allworth Financial LP | 1,202 | $15.2K | 0.00% | −275−18.6% | Reduced |
| Global Financial Private Client, LLC | 1,174 | $14.8K | 0.01% | +1,174 | New |
| Fifth Third Bancorp | 1,119 | $14.1K | 0.00% | −527−32.0% | Reduced |
| Jones Financial Companies LLLP | 1,122 | $13.8K | 0.00% | +796+244.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,060 | $13.4K | 0.00% | +10+1.0% | Added |
| Cape Investment Advisory, Inc. | 990 | $12.5K | 0.01% | 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 |
| Eagle Bay Advisors LLC | 963 | $12.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 980 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 944 | $11.9K | 0.00% | +325+52.5% | Added |
| GWM Advisors LLC | 909 | $11.5K | 0.00% | −23,451−96.3% | Reduced |
| Simplex Trading, LLC | 924 | $11.0K | 0.00% | +924 | New |
| Sterling Capital Management LLC | 867 | $10.9K | 0.00% | +867 | New |
| HHM Wealth Advisors, LLC | 806 | $10.2K | 0.00% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 796 | $10.1K | 0.01% | +796 | New |
| Bessemer Group Inc | 810 | $10.0K | 0.00% | +583+256.8% | Added |
| Harbour Investments, Inc. | 646 | $8.16K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 634 | $8.01K | 0.00% | +634 | New |
| Pacific Capital Wealth Advisors, Inc | 607 | $7.67K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 575 | $7.31K | 0.00% | +55+10.6% | Added |