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, Q1 2026
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Mar 31, 2026. 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
- 446
- +28 vs. Q4 2025
- Shares held
- 123.8M
- +8.14M (+7.0%) vs. Q4 2025
- Total value
- $2.45B
- +$209.8M (+9.4%) vs. Q4 2025
- New holders
- 63
- 205 more added
- Sold out
- 35
- 107 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 22,958,371 | $453.4M | 0.03% | +1,417,232+6.6% | Added |
| FMR LLC | 12,569,371 | $248.2M | 0.01% | +321,634+2.6% | Added |
| Goldman Sachs Group Inc | 10,708,002 | $211.5M | 0.03% | −295,836−2.7% | Reduced |
| BlackRock, Inc. | 7,681,566 | $151.7M | 0.00% | +523,826+7.3% | Added |
| Northern Trust Corp | 6,189,655 | $122.2M | 0.02% | +90,650+1.5% | Added |
| Clark Capital Management Group, Inc. | 3,782,399 | $74.7M | 0.46% | −323,465−7.9% | Reduced |
| Fisher Asset Management, LLC | 3,196,927 | $63.1M | 0.02% | +1,549,930+94.1% | Added |
| Dimensional Fund Advisors LP | 3,090,741 | $61.0M | 0.01% | +217,929+7.6% | Added |
| American Century Companies Inc | 3,008,905 | $59.4M | 0.03% | +665,903+28.4% | Added |
| Envestnet Asset Management Inc | 2,201,284 | $43.5M | 0.01% | +142,969+6.9% | Added |
| Wells Fargo & Company | 2,160,619 | $42.7M | 0.01% | +8,715+0.4% | Added |
| Bank of America Corp | 1,846,335 | $36.5M | 0.00% | +319,140+20.9% | Added |
| Renaissance Technologies LLC | 1,749,272 | $34.5M | 0.05% | −175,245−9.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,711,455 | $33.8M | 0.46% | +1,711,455 | New |
| Quantinno Capital Management LP | 1,615,819 | $31.9M | 0.05% | +245,231+17.9% | Added |
| Capital Wealth Planning, LLC | 1,305,755 | $25.8M | 0.14% | +222,610+20.6% | Added |
| Causeway Capital Management LLC | 1,267,248 | $25.0M | 0.31% | +89,974+7.6% | Added |
| Jane Street Group, LLC | 1,244,903 | $24.6M | 0.03% | −73,850−5.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,089,747 | $21.5M | 0.00% | +203,616+23.0% | Added |
| JPMorgan Chase & Co | 918,315 | $17.5M | 0.00% | +207,250+29.1% | Added |
| Massachusetts Financial Services Co | 854,599 | $16.9M | 0.01% | +118,132+16.0% | Added |
| AQR Capital Management LLC | 845,222 | $16.7M | 0.01% | +200,465+31.1% | Added |
| Creative Planning | 764,584 | $15.1M | 0.01% | +101,762+15.4% | Added |
| O'Shaughnessy Asset Management, LLC | 740,634 | $14.6M | 0.07% | +48,191+7.0% | Added |
| Bank of New York Mellon Corp | 739,781 | $14.6M | 0.00% | +28,651+4.0% | Added |
| Anderson Hoagland & Co | 725,248 | $14.3M | 1.23% | −2,331−0.3% | Reduced |
| Natixis Advisors, L.P. | 699,894 | $13.8M | 0.02% | +97,110+16.1% | Added |
| UBS Group AG | 635,267 | $12.5M | 0.00% | −95,988−13.1% | Reduced |
| Invesco Ltd. | 623,035 | $12.3M | 0.00% | −380,416−37.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 575,259 | $11.9M | 0.02% | −34,669−5.7% | Reduced |
| Pathstone Holdings, LLC | 590,654 | $11.7M | 0.05% | +6,329+1.1% | Added |
| Stifel Financial Corp | 559,790 | $11.1M | 0.01% | +27,054+5.1% | Added |
| Cerity Partners LLC | 474,705 | $9.38M | 0.01% | +45,604+10.6% | Added |
| Crossmark Global Holdings, Inc. | 474,683 | $9.37M | 0.14% | +11,775+2.5% | Added |
| LPL Financial LLC | 468,793 | $9.26M | 0.00% | +42,446+10.0% | Added |
| Qube Research & Technologies Ltd | 459,656 | $9.08M | 0.01% | +436,693+1,901.7% | Added |
| Westfield Capital Management Co LP | 457,584 | $9.04M | 0.04% | +3,903+0.9% | Added |
| CIBC World Markets Inc. | 452,860 | $8.94M | 0.02% | −3,906−0.9% | Reduced |
| Boston Partners | 437,159 | $8.65M | 0.01% | −46,402−9.6% | Reduced |
| Mariner, LLC | 435,188 | $8.59M | 0.01% | +25,433+6.2% | Added |
| SEI Investments Co | 431,723 | $8.53M | 0.01% | +12,525+3.0% | Added |
| Federated Hermes, Inc. | 412,872 | $8.15M | 0.01% | −131,113−24.1% | Reduced |
| Moran Wealth Management, LLC | 404,869 | $8.00M | 0.24% | +25,301+6.7% | Added |
| Ramirez Asset Management, Inc. | 402,811 | $7.99M | 0.96% | −307,842−43.3% | Reduced |
| Ethic Inc. | 401,745 | $7.93M | 0.12% | +16,722+4.3% | Added |
| Raymond James Financial Inc | 402,311 | $7.91M | 0.00% | +71,794+21.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 366,517 | $7.07M | 0.03% | +14,911+4.2% | Added |
| QRG Capital Management, Inc. | 345,653 | $6.83M | 0.07% | +74,018+27.2% | Added |
| Toronto Dominion Bank | 327,910 | $6.48M | 0.01% | −13,925−4.1% | Reduced |
| US Bancorp | 324,514 | $6.41M | 0.01% | +2,873+0.9% | Added |
| Massar Capital Management, LP | 320,000 | $6.32M | 1.26% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 305,762 | $6.04M | 0.58% | +305,762 | New |
| Eagle Global Advisors LLC | 294,000 | $5.81M | 0.21% | −5,000−1.7% | Reduced |
| Voloridge Investment Management, LLC | 290,698 | $5.74M | 0.02% | −238,788−45.1% | Reduced |
| Cetera Investment Advisers | 284,919 | $5.63M | 0.01% | +6,733+2.4% | Added |
| Quadrant Capital Group LLC | 280,981 | $5.55M | 0.17% | +1,120+0.4% | Added |
| HighTower Advisors, LLC | 273,754 | $5.41M | 0.01% | −604−0.2% | Reduced |
| Citadel Advisors LLC | 265,505 | $5.24M | 0.00% | −160,186−37.6% | Reduced |
| Augustine Asset Management Inc | 264,238 | $5.22M | 1.18% | +565+0.2% | Added |
| Vident Advisory, LLC | 259,972 | $5.13M | 0.04% | +71,902+38.2% | Added |
| Callan Family Office, LLC | 255,668 | $5.05M | 0.11% | +4,962+2.0% | Added |
| Royal Bank of Canada | 253,890 | $5.01M | 0.00% | −6,808−2.6% | Reduced |
| Assetmark, Inc | 246,343 | $4.87M | 0.01% | +96,203+64.1% | Added |
| Gradient Investments LLC | 236,764 | $4.68M | 0.07% | +127,932+117.5% | Added |
| Laird Norton Trust Company, LLC | 235,570 | $4.65M | 0.10% | +1,459+0.6% | Added |
| Ameriprise Financial Inc | 235,290 | $4.65M | 0.00% | +28,683+13.9% | Added |
| Factory Mutual Insurance Co | 230,432 | $4.55M | 0.05% | +41,440+21.9% | Added |
| Citigroup Inc | 228,388 | $4.51M | 0.00% | +185,784+436.1% | Added |
| Signaturefd, LLC | 224,694 | $4.44M | 0.07% | +3,767+1.7% | Added |
| Allianz SE | 221,970 | $4.38M | 0.05% | +1,970+0.9% | Added |
| Gilman Hill Asset Management, LLC | 206,809 | $4.08M | 0.62% | −8,322−3.9% | Reduced |
| The PNC Financial Services Group, Inc. | 204,898 | $4.05M | 0.00% | +14,043+7.4% | Added |
| Vise Technologies, Inc. | 208,707 | $4.03M | 0.08% | 00.0% | Unchanged |
| JustInvest LLC | 200,534 | $3.96M | 0.04% | −27,409−12.0% | Reduced |
| MML Investors Services, LLC | 194,022 | $3.83M | 0.01% | +29,670+18.1% | Added |
| First Trust Advisors LP | 193,986 | $3.83M | 0.00% | +53,666+38.2% | Added |
| Russell Investments Group, Ltd. | 193,136 | $3.81M | 0.00% | +35,117+22.2% | Added |
| Calamos Wealth Management LLC | 185,280 | $3.66M | 0.13% | +25,856+16.2% | Added |
| Calamos Advisors LLC | 185,280 | $3.66M | 0.01% | +185,280 | New |
| Mercer Global Advisors Inc | 176,990 | $3.50M | 0.01% | −7,266−3.9% | Reduced |
| XY Capital Ltd | 175,608 | $3.47M | 3.80% | +55,686+46.4% | Added |
| DJE Kapital AG | 100,470 | $3.37M | 0.07% | +100,470 | New |
| Aquatic Capital Management LLC | 165,045 | $3.26M | 0.09% | +165,045 | New |
| Point72 Asset Management, L.P. | 159,100 | $3.14M | 0.01% | −251,366−61.2% | Reduced |
| Sequoia Financial Advisors, LLC | 152,886 | $3.02M | 0.02% | +53,655+54.1% | Added |
| CAPROCK Group, Inc. | 146,641 | $2.90M | 0.07% | −7,234−4.7% | Reduced |
| Ieq Capital, LLC | 145,491 | $2.87M | 0.01% | +21,682+17.5% | Added |
| Captrust Financial Advisors | 145,062 | $2.86M | 0.01% | +11,537+8.6% | Added |
| Neuberger Berman Group LLC | 142,377 | $2.81M | 0.00% | +33,497+30.8% | Added |
| Advisors Asset Management, Inc. | 139,590 | $2.76M | 0.05% | +22,126+18.8% | Added |
| Parr McKnight Wealth Management Group, LLC | 138,081 | $2.73M | 0.36% | −8,336−5.7% | Reduced |
| Greenleaf Trust | 136,337 | $2.69M | 0.03% | −33,341−19.6% | Reduced |
| Ritholtz Wealth Management | 136,324 | $2.69M | 0.05% | +8,672+6.8% | Added |
| Naviter Wealth, LLC | 135,945 | $2.68M | 0.34% | +4,108+3.1% | Added |
| UBS Asset Management Americas Inc | 134,555 | $2.66M | 0.00% | +113,265+532.0% | Added |
| Integrated Quantitative Investments LLC | 130,762 | $2.58M | 0.47% | +65,381+100.0% | Added |
| Dorsey Wright & Associates | 128,228 | $2.53M | 0.31% | +36,069+39.1% | Added |
| Barometer Capital Management Inc. | 126,900 | $2.51M | 0.86% | +126,900 | New |
| Diversify Wealth Management, LLC | 119,247 | $2.48M | 0.04% | +33,410+38.9% | Added |
| BTC Capital Management, Inc. | 122,559 | $2.42M | 0.16% | +2,374+2.0% | Added |