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 |
|---|---|---|---|---|---|
| Kingdom Financial Group LLC. | 0 | $9 | 0.00% | 0 | Unchanged |
| Lloyd Advisory Services, LLC. | 0 | $9 | 0.00% | 0 | New |
| Trust Co | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $40 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 6 | $124 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 8 | $158 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 11 | $217 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 11 | $218 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 17 | $336 | 0.00% | +17 | New |
| Stone House Investment Management, LLC | 19 | $375 | 0.00% | +19 | New |
| Frazier Financial Advisors, LLC | 21 | $415 | 0.00% | +21 | New |
| Bogart Wealth, LLC | 32 | $632 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 33 | $652 | 0.00% | −72−68.6% | Reduced |
| TD Capital Management LLC | 42 | $820 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 45 | $889 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 47 | $928 | 0.00% | +47 | New |
| Golden State Wealth Management, LLC | 58 | $1.15K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 59 | $1.17K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 64 | $1.26K | 0.00% | +64 | New |
| Dogwood Wealth Management LLC | 67 | $1.32K | 0.00% | +67 | New |
| Central Trust Co | 73 | $1.44K | 0.00% | −10−12.0% | Reduced |
| MidFirst Bank | 74 | $1.46K | 0.00% | +74 | New |
| Godfrey Financial Associates, Inc. | 79 | $1.56K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 85 | $1.68K | 0.00% | +85 | New |
| Country Trust Bank | 87 | $1.72K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 91 | $1.80K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 92 | $1.82K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 104 | $2.05K | 0.00% | +19+22.4% | Added |
| CVA Family Office, LLC | 115 | $2.27K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 116 | $2.29K | 0.00% | +116 | New |
| Elevated Capital Advisors, LLC | 125 | $2.47K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 125 | $2.47K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 127 | $2.51K | 0.00% | +33+35.1% | Added |
| Intentional Wealth Strategies, LLC | 145 | $2.86K | 0.00% | +145 | New |
| Nemes Rush Group LLC | 151 | $2.98K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 142 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 159 | $3.14K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 161 | $3.18K | 0.00% | +93+136.8% | Added |
| IMA Wealth, Inc. | 162 | $3.20K | 0.00% | −5−3.0% | Reduced |
| LRI Investments, LLC | 164 | $3.24K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 164 | $3.24K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 185 | $3.65K | 0.00% | +11+6.3% | Added |
| Johnson Financial Group, Inc. | 202 | $3.99K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 225 | $4.44K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 226 | $4.46K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 244 | $4.82K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $4.94K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 255 | $5.04K | 0.00% | +255 | New |
| Retirement Wealth Solutions LLC | 255 | $5.04K | 0.00% | +129+102.4% | Added |
| First Command Advisory Services, Inc. | 271 | $5.35K | 0.00% | +142+110.1% | Added |
| National Bank of Canada | 288 | $5.68K | 0.00% | +17+6.3% | Added |
| Creative Financial Designs Inc | 311 | $6.14K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 317 | $6.26K | 0.00% | −221−41.1% | Reduced |
| Manning & Napier Advisors LLC | 337 | $6.41K | 0.00% | +1+0.3% | Added |
| Financial Consulate, Inc | 327 | $6.46K | 0.00% | +251+330.3% | Added |
| UMA Financial Services, Inc. | 337 | $6.66K | 0.00% | +2+0.6% | Added |
| Bare Financial Services, Inc | 343 | $6.77K | 0.00% | +343 | New |
| Triumph Capital Management | 357 | $7.05K | 0.00% | +190+113.8% | Added |
| Park Square Financial Group, LLC | 377 | $7.45K | 0.06% | −1,252−76.9% | Reduced |
| Spire Wealth Management | 377 | $7.45K | 0.00% | −38−9.2% | Reduced |
| Bell Investment Advisors, Inc | 384 | $7.58K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 393 | $7.76K | 0.00% | +197+100.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 398 | $7.86K | 0.00% | −106−21.0% | Reduced |
| Arlington Trust Co LLC | 446 | $8.81K | 0.00% | +446 | New |
| Principia Wealth Advisory, LLC | 476 | $9.40K | 0.01% | +135+39.6% | Added |
| Nisa Investment Advisors, LLC | 488 | $9.64K | 0.00% | +196+67.1% | Added |
| Innovative Asset Advisors Group, LLC | 498 | $9.84K | 0.01% | +498 | New |
| Pinnacle Bancorp, Inc. | 499 | $9.86K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 501 | $9.89K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 533 | $10.5K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 561 | $11.0K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 566 | $11.2K | 0.00% | +289+104.3% | Added |
| WPG Advisers, LLC | 586 | $11.6K | 0.01% | −33−5.3% | Reduced |
| SHP Wealth Management | 598 | $11.8K | 0.00% | +183+44.1% | Added |
| Acumen Wealth Advisors, LLC | 616 | $12.2K | 0.00% | −9−1.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 618 | $12.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 618 | $12.2K | 0.00% | +499+419.3% | Added |
| Albion Financial Group | 644 | $12.7K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 648 | $12.8K | 0.01% | −747−53.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 707 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 728 | $14.4K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 750 | $14.8K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 752 | $14.9K | 0.00% | +11+1.5% | Added |
| HHM Wealth Advisors, LLC | 806 | $15.9K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 818 | $16.2K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 787 | $16.3K | 0.00% | +284+56.5% | Added |
| Capital Analysts, LLC | 882 | $17.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 868 | $17.1K | 0.00% | +20+2.4% | Added |
| Oakworth Capital, Inc. | 921 | $18.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 960 | $19.0K | 0.00% | +40+4.3% | Added |
| Essential Partners LLC | 1,049 | $20.7K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,078 | $21.3K | 0.01% | +1,078 | New |
| Wellington Grp LLC | 1,104 | $21.8K | 0.01% | −493−30.9% | Reduced |
| Private Trust Co NA | 1,106 | $21.8K | 0.00% | −680−38.1% | Reduced |
| Signature Equity Partners, LLC | 1,164 | $23.0K | 0.01% | +35+3.1% | Added |
| Ancora Advisors, LLC | 1,185 | $23.4K | 0.00% | +861+265.7% | Added |
| Aventura Private Wealth, LLC | 1,193 | $23.6K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,214 | $24.0K | 0.00% | +4+0.3% | Added |
| Financial Management Professionals, Inc. | 1,227 | $24.2K | 0.00% | −230−15.8% | Reduced |