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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

Q1 2026 vs. Q4 2025

How the institutions holding Sumitomo Mitsui Financial Group, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of SMFG: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders4246446+28
Shares115.8M174.3K123.8M+8.14M (+7.0%)
Value$2.24B$3.37M$2.45B+$209.8M (+9.4%)

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (63)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to SMFG in Q1 2026
InstitutionSharesValue% of portfolio
Ferguson Wellman Capital Management, Inc1,711,455$33.8M0.46%
CCM Investment Advisers LLC305,762$6.04M0.58%
Calamos Advisors LLC185,280$3.66M0.01%
DJE Kapital AG100,470$3.37M0.07%
Aquatic Capital Management LLC165,045$3.26M0.09%
Barometer Capital Management Inc.126,900$2.51M0.86%
Chilton Investment Co LLC108,437$2.14M0.05%
Alliancebernstein L.P.107,955$2.09M0.00%
Mount Yale Investment Advisors, LLC76,663$1.51M0.04%
BNP Paribas Arbitrage, SA66,332$1.31M0.00%
Jain Global LLC65,902$1.30M0.02%
Summit Trail Advisors, LLC64,640$1.28M0.02%
Campbell & CO Investment Adviser LLC58,026$1.15M0.07%
Two Sigma Securities, LLC38,251$755.5K0.09%
Axq Capital, LP28,928$571.3K0.07%
LMR Partners LLP28,506$563.0K0.01%
Gateway Wealth Partners, LLC28,492$562.7K0.02%
Entropy Technologies, LP26,573$524.8K0.02%
Dynamic Technology Lab Private Ltd26,363$520.7K0.09%
Quantbot Technologies LP21,420$423.0K0.02%
First Affirmative Financial Network20,279$400.5K0.16%
J.Safra Asset Management Corp19,466$384.5K0.02%
Brown Advisory Inc18,858$372.4K0.00%
Clearstead Advisors, LLC18,848$372.2K0.00%
Schonfeld Strategic Advisors LLC18,214$359.7K0.00%
Brighton Jones LLC17,657$348.7K0.01%
Storgate, LLC17,177$339.2K0.27%
Cresset Asset Management, LLC16,633$328.5K0.00%
Athena Wealth Management, LLC13,908$274.7K0.22%
Mattson Financial Services, LLC13,444$265.5K0.06%
Bridgefront Capital, LLC12,981$256.4K0.06%
Brown Financial Advisors12,634$249.5K0.09%
EntryPoint Capital, LLC12,525$247.4K0.07%
CIBC Bancorp USA Inc.12,019$237.4K0.00%
Two Sigma Investments, LP12,000$237.0K0.00%
Kingswood Wealth Advisors, LLC11,365$224.5K0.01%
Tranquilli Financial Advisor LLC10,898$215.2K0.13%
Angeles Wealth Management, LLC10,406$205.5K0.01%
Xxi Wealth, LLC10,109$199.7K0.11%
Ares Financial Consulting, LLC5,767$119.4K0.09%
Twin Peaks Wealth Advisors, LLC4,276$84.5K0.02%
Owl Creek Wealth Partners LLC4,033$79.7K0.03%
Advisory Services Network, LLC2,136$42.2K0.00%
Berbice Capital Management LLC2,000$39.5K0.03%
RWM Asset Management, LLC1,679$33.2K0.00%
Golden State Equity Partners1,355$26.8K0.00%
JPL Wealth Management, LLC1,352$26.7K0.01%
Whipplewood Advisors, LLC1,078$21.3K0.01%
Innovative Asset Advisors Group, LLC498$9.84K0.01%
Arlington Trust Co LLC446$8.81K0.00%
Bare Financial Services, Inc343$6.77K0.00%
Burk Holdings LLC255$5.04K0.00%
Intentional Wealth Strategies, LLC145$2.86K0.00%
Archer Investment Corp116$2.29K0.00%
GHP Investment Advisors, Inc.85$1.68K0.00%
MidFirst Bank74$1.46K0.00%
Dogwood Wealth Management LLC67$1.32K0.00%
Cassaday & Co Wealth Management LLC64$1.26K0.00%
Silicon Valley Capital Partners47$9280.00%
Frazier Financial Advisors, LLC21$4150.00%
Stone House Investment Management, LLC19$3750.00%
Nvest Wealth Strategies, Inc.17$3360.00%
Lloyd Advisory Services, LLC.0$90.00%

Sold out (35)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of SMFG in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
D. E. Shaw & Co., Inc.600,909$11.6M
Forum Financial Management, LP209,587$4.05M
Tudor Investment Corp Et Al172,858$3.34M
Park Avenue Securities LLC154,946$3.00M
Abc Arbitrage SA130,260$2.52M
Walleye Capital LLC111,238$2.15M
Old Mission Capital LLC76,552$1.48M
Flow Traders U.S. LLC68,348$1.32M
DRW Securities, LLC58,178$1.12M
Capital Insight Partners, LLC53,007$1.03M
Investors Research Corp48,775$942.8K
AlphaCore Capital LLC38,333$741.0K
Covenant Partners, LLC37,262$720.3K
Diversify Advisory Services, LLC30,258$644.8K
Walleye Trading LLC33,140$640.6K
HRT Financial LP30,063$581.0K
Squarepoint Ops LLC27,326$528.2K
Acadian Asset Management LLC19,259$372.0K
Sage Mountain Advisors LLC18,780$363.0K
HighPoint Advisor Group LLC16,131$311.8K
Two Sigma Advisers, LP15,700$303.5K
Wealthspire Advisors, LLC12,671$244.9K
Stokes Family Office, LLC11,478$221.9K
Stephens Inc11,351$219.4K
Scientech Research LLC10,638$205.6K
Onyx Bridge Wealth Group LLC10,000$193.3K
Paradigm Asset Management Co LLC6,300$121.8K
Cape Investment Advisory, Inc.3,120$60.3K
SageView Advisory Group, LLC1,302$25.2K
Elyxium Wealth, LLC793$15.3K
Center for Financial Planning, Inc.323$6.24K
Geneos Wealth Management Inc.241$4.66K
Wealth Watch Advisors, INC94$1.82K
Federation des caisses Desjardins du Quebec43$831
AdvisorNet Financial, Inc33$638

Not filed for Q1 2026 yet (6)

Institutions that held Sumitomo Mitsui Financial Group, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMFG in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
DV Equities, LLC116,921$2.26M
Global Retirement Partners, LLC33,928$655.8K
Clarius Group, LLC12,484$241.3K
CIBC Private Wealth Group, LLC8,884$171.7K
ORG Partners LLC1,505$29.1K
Redmont Wealth Advisors LLC540$10.4K