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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 1,324 | $26.1K | 0.00% | +1,269+2,307.3% | Added |
| JPL Wealth Management, LLC | 1,352 | $26.7K | 0.01% | +1,352 | New |
| Golden State Equity Partners | 1,355 | $26.8K | 0.00% | +1,355 | New |
| GW&K Investment Management, LLC | 1,415 | $28.0K | 0.00% | +435+44.4% | Added |
| Sound Income Strategies, LLC | 1,404 | $29.1K | 0.00% | 00.0% | Unchanged |
| Bayban | 1,532 | $30.3K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,603 | $31.7K | 0.00% | +701+77.7% | Added |
| IFP Advisors, Inc | 1,626 | $32.1K | 0.00% | +106+7.0% | Added |
| RWM Asset Management, LLC | 1,679 | $33.2K | 0.00% | +1,679 | New |
| Pin Oak Investment Advisors Inc | 1,706 | $34.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,876 | $37.1K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,945 | $38.4K | 0.00% | +212+12.2% | Added |
| Berbice Capital Management LLC | 2,000 | $39.5K | 0.03% | +2,000 | New |
| Cornerstone Planning Group LLC | 1,887 | $40.0K | 0.01% | +295+18.5% | Added |
| Northwestern Mutual Wealth Management Co | 2,071 | $40.9K | 0.00% | +282+15.8% | Added |
| Salomon & Ludwin, LLC | 2,011 | $41.1K | 0.00% | −8−0.4% | Reduced |
| Advisory Services Network, LLC | 2,136 | $42.2K | 0.00% | +2,136 | New |
| True Wealth Design, LLC | 2,275 | $44.9K | 0.01% | +724+46.7% | Added |
| Zions Bancorporation, National Association | 2,336 | $46.1K | 0.00% | −219−8.6% | Reduced |
| JFS Wealth Advisors, LLC | 2,409 | $47.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,445 | $48.3K | 0.00% | +1,950+393.9% | Added |
| NBC Securities, Inc. | 2,737 | $54.1K | 0.00% | −860−23.9% | Reduced |
| Huntington National Bank | 3,083 | $60.9K | 0.00% | +16+0.5% | Added |
| Bessemer Group Inc | 3,144 | $62.0K | 0.00% | −715−18.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,397 | $67.1K | 0.00% | +471+16.1% | Added |
| Manchester Capital Management LLC | 3,752 | $74.1K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,827 | $75.6K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3,838 | $75.8K | 0.05% | −204−5.0% | Reduced |
| Owl Creek Wealth Partners LLC | 4,033 | $79.7K | 0.03% | +4,033 | New |
| Barclays PLC | 4,036 | $79.7K | 0.00% | −93,860−95.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 4,216 | $83.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,243 | $83.8K | 0.00% | +738+21.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 4,276 | $84.5K | 0.02% | +4,276 | New |
| Harbour Investments, Inc. | 4,966 | $98.1K | 0.00% | +4,120+487.0% | Added |
| Parkside Financial Bank & Trust | 5,033 | $99.4K | 0.01% | +59+1.2% | Added |
| Brown Brothers Harriman & Co | 5,750 | $113.6K | 0.00% | +3,149+121.1% | Added |
| Ares Financial Consulting, LLC | 5,767 | $119.4K | 0.09% | +5,767 | New |
| Caitong International Asset Management Co., Ltd | 6,977 | $137.8K | 0.03% | +4,153+147.1% | Added |
| Allworth Financial LP | 7,692 | $151.9K | 0.00% | +2,945+62.0% | Added |
| V-Square Quantitative Management LLC | 7,699 | $152.1K | 0.02% | +2,065+36.7% | Added |
| Bruce G. Allen Investments, LLC | 8,449 | $166.9K | 0.11% | −516−5.8% | Reduced |
| MAI Capital Management | 9,171 | $181.1K | 0.00% | +6,948+312.6% | Added |
| SRS Capital Advisors, Inc. | 9,472 | $192.8K | 0.01% | −9,317−49.6% | Reduced |
| Xxi Wealth, LLC | 10,109 | $199.7K | 0.11% | +10,109 | New |
| Keel Point, LLC | 10,260 | $202.6K | 0.01% | −6,852−40.0% | Reduced |
| D'Orazio & Associates, Inc. | 10,340 | $204.2K | 0.03% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 10,406 | $205.5K | 0.01% | +10,406 | New |
| Riversedge Advisors, LLC | 10,489 | $207.2K | 0.03% | +230+2.2% | Added |
| Tranquilli Financial Advisor LLC | 10,898 | $215.2K | 0.13% | +10,898 | New |
| Werba Rubin Papier Wealth Management | 10,950 | $216.3K | 0.03% | −100−0.9% | Reduced |
| Atlas Capital Advisors LLC | 11,280 | $222.8K | 0.03% | −15,734−58.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,365 | $224.5K | 0.01% | +11,365 | New |
| Coastal Bridge Advisors, LLC | 11,407 | $225.3K | 0.02% | −2,600−18.6% | Reduced |
| Brucke Financial, Inc. | 11,547 | $228.1K | 0.12% | −2,894−20.0% | Reduced |
| Apollon Wealth Management, LLC | 11,769 | $232.4K | 0.00% | −3,153−21.1% | Reduced |
| Two Sigma Investments, LP | 12,000 | $237.0K | 0.00% | +12,000 | New |
| Envestnet Portfolio Solutions, Inc. | 12,010 | $237.2K | 0.00% | −402−3.2% | Reduced |
| CIBC Bancorp USA Inc. | 12,019 | $237.4K | 0.00% | +12,019 | New |
| Syverson Strege & Co | 12,024 | $237.5K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,166 | $240.0K | 0.00% | −205−1.7% | Reduced |
| 55 North Private Wealth, LLC | 12,269 | $242.3K | 0.06% | +1,867+17.9% | Added |
| 71 West Capital Partners | 12,411 | $245.1K | 0.01% | +1,579+14.6% | Added |
| EntryPoint Capital, LLC | 12,525 | $247.4K | 0.07% | +12,525 | New |
| Intergy Private Wealth, LLC | 12,633 | $249.5K | 0.07% | −167−1.3% | Reduced |
| Brown Financial Advisors | 12,634 | $249.5K | 0.09% | +12,634 | New |
| SG Americas Securities, LLC | 12,659 | $250.0K | 0.00% | +5,373+73.7% | Added |
| a16z Perennial Management, L.P. | 12,699 | $250.8K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 12,704 | $250.9K | 0.01% | −1,270−9.1% | Reduced |
| Fund Advisors of America Inc | 12,894 | $254.7K | 0.26% | −3,704−22.3% | Reduced |
| Bridgefront Capital, LLC | 12,981 | $256.4K | 0.06% | +12,981 | New |
| Mattson Financial Services, LLC | 13,444 | $265.5K | 0.06% | +13,444 | New |
| Natural Investments, LLC | 13,499 | $266.0K | 0.07% | −1,362−9.2% | Reduced |
| Pensionmark Financial Group, LLC | 13,509 | $266.8K | 0.00% | −127−0.9% | Reduced |
| Susquehanna International Group, LLP | 13,645 | $269.5K | 0.00% | +1,444+11.8% | Added |
| Canopy Partners, LLC | 13,657 | $269.7K | 0.09% | +30+0.2% | Added |
| Cromwell Holdings LLC | 13,841 | $273.4K | 0.15% | 00.0% | Unchanged |
| Athena Wealth Management, LLC | 13,908 | $274.7K | 0.22% | +13,908 | New |
| State Street Corp | 13,954 | $275.6K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 14,016 | $276.8K | 0.01% | −783−5.3% | Reduced |
| Acorn Creek Capital LLC | 14,026 | $277.0K | 0.10% | +154+1.1% | Added |
| BSW Wealth Partners | 14,175 | $280.0K | 0.03% | −353−2.4% | Reduced |
| Ascent Group, LLC | 14,187 | $280.2K | 0.01% | +20.0% | Added |
| Walkner Condon Financial Advisors LLC | 14,282 | $282.1K | 0.04% | +2,605+22.3% | Added |
| Anchyra Partners LLC | 14,329 | $283.0K | 0.09% | +620+4.5% | Added |
| Choate Investment Advisors | 14,642 | $289.2K | 0.01% | +580+4.1% | Added |
| Capital Performance Advisors LLP | 14,660 | $289.5K | 0.02% | +441+3.1% | Added |
| Transamerica Financial Advisors, Inc. | 14,848 | $293.3K | 0.02% | +1,613+12.2% | Added |
| Independent Advisor Alliance | 14,935 | $295.0K | 0.00% | +2,623+21.3% | Added |
| Catalytic Wealth RIA, LLC | 15,409 | $304.3K | 0.01% | +5,046+48.7% | Added |
| Wedmont Private Capital | 14,222 | $306.9K | 0.01% | −2,821−16.6% | Reduced |
| Umb Bank N A | 15,925 | $314.5K | 0.00% | −127−0.8% | Reduced |
| Johnson Investment Counsel Inc | 16,244 | $320.8K | 0.00% | −14,798−47.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,500 | $325.9K | 0.01% | +5,142+45.3% | Added |
| Cresset Asset Management, LLC | 16,633 | $328.5K | 0.00% | +16,633 | New |
| Channing Global Advisors, LLC | 16,663 | $329.1K | 0.19% | −4,211−20.2% | Reduced |
| Ronald Blue Trust, Inc. | 16,682 | $329.5K | 0.00% | −5,071−23.3% | Reduced |
| Modern Wealth Management, LLC | 16,042 | $332.1K | 0.01% | +482+3.1% | Added |
| Sterling Capital Management LLC | 17,115 | $338.0K | 0.01% | +3,236+23.3% | Added |
| Greenspring Advisors, LLC | 17,127 | $338.3K | 0.02% | +1,442+9.2% | Added |
| Beverly Hills Private Wealth, LLC | 17,177 | $339.2K | 0.06% | −1,503−8.0% | Reduced |