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 |
|---|---|---|---|---|---|
| Financial Connections Group, Inc. | 561 | $7.00K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 540 | $6.82K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 500 | $6.32K | 0.00% | +1+0.2% | Added |
| Spire Wealth Management | 499 | $6.30K | 0.00% | +312+166.8% | Added |
| Raffa Wealth Management, LLC | 471 | $5.95K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 448 | $5.66K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 412 | $5.20K | 0.00% | +412 | New |
| Creekmur Asset Management LLC | 398 | $5.03K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 352 | $4.45K | 0.00% | −177−33.5% | Reduced |
| ORG Wealth Partners, LLC | 299 | $3.78K | 0.00% | +299 | New |
| Clean Yield Group | 250 | $3.16K | 0.00% | +250 | New |
| Continuum Advisory, LLC | 220 | $3.14K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $2.53K | 0.00% | 00.0% | Unchanged |
| Motco | 187 | $2.36K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 164 | $2.34K | 0.00% | +164 | New |
| Bell Investment Advisors, Inc | 167 | $2.11K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 117 | $1.48K | 0.00% | +1+0.9% | Added |
| 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 |
| Larson Financial Group LLC | 110 | $1.39K | 0.00% | −366−76.9% | Reduced |
| Mendota Financial Group, LLC | 107 | $1.35K | 0.00% | +8+8.1% | Added |
| TD Waterhouse Canada Inc. | 136 | $1.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 92 | $1.16K | 0.00% | −26−22.0% | Reduced |
| ClariVest Asset Management LLC | 87 | $1.13K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 86 | $1.09K | 0.00% | +86 | New |
| Group One Trading, L.P. | 73 | $922 | 0.00% | +73 | New |
| Coppell Advisory Solutions LLC | 57 | $694 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 49 | $619 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 38 | $480 | 0.00% | +38 | New |
| AdvisorNet Financial, Inc | 33 | $417 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 8 | $99 | 0.00% | +8 | New |
| Northwest Financial Advisors | 2 | $25 | 0.00% | +2 | New |
| International Assets Investment Management, LLC | 54,221 | – | – | +54,221 | New |
| Cowen Investment Management LLC | 0 | $0 | 0.00% | −3,301,575−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −615,800−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −450,451−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −320,467−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −159,034−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −132,614−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −64,369−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −52,684−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −49,497−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −32,174−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −25,507−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −15,358−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −13,809−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,289−100.0% | Sold out |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −11,501−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −10,679−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −5,209−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −4,405−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −4,089−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −1,114−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −623−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Brown Financial Advisors | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −146,304−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |