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 |
|---|---|---|---|---|---|
| Storgate, LLC | 17,177 | $339.2K | 0.27% | +17,177 | New |
| Dynasty Wealth Management, LLC | 17,478 | $345.2K | 0.00% | −534−3.0% | Reduced |
| Brighton Jones LLC | 17,657 | $348.7K | 0.01% | +17,657 | New |
| Valeo Financial Advisors, LLC | 17,870 | $352.9K | 0.01% | −7,048−28.3% | Reduced |
| Sowell Financial Services LLC | 17,873 | $353.0K | 0.01% | +437+2.5% | Added |
| New Republic Capital, LLC | 17,981 | $355.1K | 0.12% | −10,698−37.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,214 | $359.7K | 0.00% | +18,214 | New |
| West Family Investments, Inc. | 18,274 | $360.9K | 0.13% | −13,005−41.6% | Reduced |
| Commonwealth Equity Services, LLC | 18,372 | $362.9K | 0.00% | +958+5.5% | Added |
| Optas, LLC | 18,566 | $366.7K | 0.06% | +227+1.2% | Added |
| Marshall Wace, LLP | 18,735 | $370.0K | 0.00% | −57,417−75.4% | Reduced |
| Clearstead Advisors, LLC | 18,848 | $372.2K | 0.00% | +18,848 | New |
| Brown Advisory Inc | 18,858 | $372.4K | 0.00% | +18,858 | New |
| EP Wealth Advisors, LLC | 18,947 | $374.2K | 0.00% | +6,258+49.3% | Added |
| GeoWealth Management, LLC | 19,264 | $380.5K | 0.01% | +5,185+36.8% | Added |
| Concurrent Investment Advisors, LLC | 19,378 | $382.7K | 0.00% | +5,009+34.9% | Added |
| Aprio Wealth Management, LLC | 19,394 | $383.0K | 0.02% | +2,072+12.0% | Added |
| J.Safra Asset Management Corp | 19,466 | $384.5K | 0.02% | +19,466 | New |
| Prime Capital Investment Advisors, LLC | 19,672 | $388.5K | 0.00% | −1,241−5.9% | Reduced |
| Personal Cfo Solutions, LLC | 19,777 | $390.6K | 0.05% | +1,223+6.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | $391.1K | 0.02% | 00.0% | Unchanged |
| First Affirmative Financial Network | 20,279 | $400.5K | 0.16% | +20,279 | New |
| Frec Markets, Inc. | 20,515 | $405.2K | 0.07% | +6,565+47.1% | Added |
| Quantbot Technologies LP | 21,420 | $423.0K | 0.02% | +21,420 | New |
| Evolve Private Wealth, LLC | 21,662 | $427.8K | 0.02% | +1,772+8.9% | Added |
| Basecamp Wealth Advisors LLC | 21,689 | $428.4K | 0.09% | 00.0% | Unchanged |
| Ewa, LLC | 21,728 | $429.1K | 0.10% | +19+0.1% | Added |
| Drive Wealth Management, LLC | 21,775 | $430.0K | 0.09% | −2,642−10.8% | Reduced |
| Sanctuary Advisors, LLC | 21,997 | $434.4K | 0.00% | +6,483+41.8% | Added |
| Private Advisor Group, LLC | 22,435 | $443.1K | 0.00% | +1,532+7.3% | Added |
| Net Worth Advisory Group | 22,843 | $451.1K | 0.09% | −298−1.3% | Reduced |
| Trust Point Inc. | 24,109 | $476.2K | 0.04% | +4,476+22.8% | Added |
| Bleakley Financial Group, LLC | 24,309 | $480.1K | 0.01% | −1,883−7.2% | Reduced |
| Five Oceans Advisors | 24,405 | $482.0K | 0.17% | 00.0% | Unchanged |
| Seeds Investor LLC | 22,817 | $485.3K | 0.07% | −992−4.2% | Reduced |
| Kathmere Capital Management, LLC | 24,704 | $487.9K | 0.03% | +5,497+28.6% | Added |
| Integrated Wealth Concepts LLC | 24,772 | $489.3K | 0.00% | +13,647+122.7% | Added |
| Voleon Capital Management LP | 24,991 | $493.6K | 0.01% | +10,895+77.3% | Added |
| Kestra Advisory Services, LLC | 25,037 | $494.5K | 0.00% | +15,360+158.7% | Added |
| Shelton Capital Management | 26,157 | $516.6K | 0.01% | −1,896−6.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 26,363 | $520.7K | 0.09% | +26,363 | New |
| Entropy Technologies, LP | 26,573 | $524.8K | 0.02% | +26,573 | New |
| Traveka Wealth, LLC | 26,726 | $527.8K | 0.20% | +613+2.3% | Added |
| Burns Matteson Capital Management, LLC | 27,018 | $533.6K | 0.21% | +12,218+82.6% | Added |
| SmartHarvest Portfolios, LLC | 27,095 | $535.1K | 0.22% | −915−3.3% | Reduced |
| Schroder Investment Management Group | 28,611 | $535.7K | 0.00% | −20−0.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 28,111 | $555.2K | 0.00% | −787−2.7% | Reduced |
| Gateway Wealth Partners, LLC | 28,492 | $562.7K | 0.02% | +28,492 | New |
| LMR Partners LLP | 28,506 | $563.0K | 0.01% | +28,506 | New |
| Bridgewater Advisors Inc. | 25,274 | $564.4K | 0.03% | +618+2.5% | Added |
| Axq Capital, LP | 28,928 | $571.3K | 0.07% | +28,928 | New |
| Merit Financial Group, LLC | 29,083 | $574.4K | 0.00% | +2,418+9.1% | Added |
| Savant Capital, LLC | 29,363 | $579.9K | 0.00% | +5,642+23.8% | Added |
| Jefferies Financial Group Inc. | 29,386 | $580.4K | 0.01% | +8,408+40.1% | Added |
| Principal Street Partners, LLC | 29,475 | $582.1K | 0.10% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 29,620 | $585.0K | 0.00% | +19,155+183.0% | Added |
| Sagespring Wealth Partners, LLC | 29,685 | $586.3K | 0.01% | +1,227+4.3% | Added |
| NewEdge Wealth, LLC | 30,022 | $592.9K | 0.01% | −6,131−17.0% | Reduced |
| Lazard Asset Management LLC | 31,593 | $624.0K | 0.00% | −255−0.8% | Reduced |
| Tred Avon Family Wealth, LLC | 31,695 | $626.0K | 0.21% | −5,639−15.1% | Reduced |
| Pzena Investment Management LLC | 32,548 | $642.8K | 0.00% | +4,075+14.3% | Added |
| Mather Group, LLC. | 32,661 | $645.1K | 0.01% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 32,820 | $648.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 32,834 | $648.5K | 0.02% | +1,972+6.4% | Added |
| Lido Advisors, LLC | 33,007 | $651.9K | 0.00% | +7,345+28.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 33,304 | $657.8K | 0.07% | −3,932−10.6% | Reduced |
| Flputnam Investment Management Co | 33,675 | $665.1K | 0.01% | +3,708+12.4% | Added |
| Sage Rhino Capital LLC | 33,987 | $671.2K | 0.13% | −144−0.4% | Reduced |
| Gallacher Capital Management LLC | 34,644 | $684.2K | 0.26% | +227+0.7% | Added |
| Cordatus Wealth Management LLC | 34,830 | $687.9K | 0.16% | +120+0.3% | Added |
| Abel Hall, LLC | 34,886 | $689.0K | 0.15% | +5,873+20.2% | Added |
| CWM, LLC | 34,903 | $689.3K | 0.00% | +3,460+11.0% | Added |
| Prospera Financial Services Inc | 35,748 | $706.0K | 0.01% | −209−0.6% | Reduced |
| GAMMA Investing LLC | 36,147 | $713.9K | 0.03% | +3,058+9.2% | Added |
| Bailard, Inc. | 36,414 | $719.2K | 0.02% | −1,957−5.1% | Reduced |
| Venturi Wealth Management, LLC | 36,642 | $723.7K | 0.03% | +5,852+19.0% | Added |
| Sivia Capital Partners, LLC | 36,732 | $725.5K | 0.14% | −6,081−14.2% | Reduced |
| Ninepoint Partners LP | 37,424 | $739.1K | 0.09% | +37,188+15,757.6% | Added |
| Dakota Wealth Management | 38,163 | $753.7K | 0.02% | +271+0.7% | Added |
| Two Sigma Securities, LLC | 38,251 | $755.5K | 0.09% | +38,251 | New |
| Hantz Financial Services, Inc. | 38,950 | $769.0K | 0.01% | +11,283+40.8% | Added |
| Syon Capital LLC | 39,080 | $771.8K | 0.04% | +1,130+3.0% | Added |
| Flatrock Wealth Partners LLC | 40,192 | $793.8K | 0.36% | +104+0.3% | Added |
| Bank of Montreal | 40,481 | $799.5K | 0.00% | −4,259−9.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 41,187 | $813.4K | 0.20% | +315+0.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 39,946 | $816.1K | 0.00% | −8,416−17.4% | Reduced |
| Farther Finance Advisors, LLC | 40,493 | $838.2K | 0.01% | +16,177+66.5% | Added |
| Versant Capital Management, Inc | 43,108 | $851.4K | 0.08% | +7,438+20.9% | Added |
| Glenmede Trust Co NA | 43,988 | $868.8K | 0.00% | +2,830+6.9% | Added |
| Louisbourg Investments Inc. | 44,652 | $881.9K | 0.17% | +5,500+14.0% | Added |
| Checchi Capital Advisers, LLC | 44,874 | $886.3K | 0.06% | −2,166−4.6% | Reduced |
| Ellevest, Inc. | 45,718 | $902.9K | 0.13% | −1,055−2.3% | Reduced |
| Truist Financial Corp | 45,892 | $906.4K | 0.00% | −3,506−7.1% | Reduced |
| RNC Capital Management LLC | 47,199 | $932.2K | 0.04% | −70−0.1% | Reduced |
| Limestone Investment Advisors LP | 47,905 | $946.1K | 0.46% | 00.0% | Unchanged |
| Themes Management Co LLC | 48,975 | $967.3K | 0.60% | −274−0.6% | Reduced |
| HB Wealth Management, LLC | 49,048 | $968.7K | 0.01% | +3,923+8.7% | Added |
| Summit Financial, LLC | 49,085 | $969.4K | 0.01% | +2,157+4.6% | Added |
| PDS Planning, Inc | 50,219 | $991.8K | 0.07% | −64−0.1% | Reduced |
| Mission Wealth Management, LP | 52,911 | $1.04M | 0.02% | −1,036−1.9% | Reduced |