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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 54,329 | $1.07M | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 55,121 | $1.09M | 0.01% | +4,984+9.9% | Added |
| Parallel Advisors, LLC | 57,620 | $1.14M | 0.02% | +4,847+9.2% | Added |
| 1832 Asset Management L.P. | 57,693 | $1.14M | 0.00% | +5,609+10.8% | Added |
| Atria Investments LLC | 57,811 | $1.14M | 0.01% | +4,729+8.9% | Added |
| Campbell & CO Investment Adviser LLC | 58,026 | $1.15M | 0.07% | +58,026 | New |
| AdvisorShares Investments LLC | 58,740 | $1.16M | 0.21% | −2,978−4.8% | Reduced |
| Advisor Group Holdings, Inc. | 58,920 | $1.16M | 0.00% | +5,129+9.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 59,579 | $1.18M | 0.02% | −21,718−26.7% | Reduced |
| Abacus Wealth Partners, LLC | 61,630 | $1.22M | 0.11% | −594−1.0% | Reduced |
| Summit Trail Advisors, LLC | 64,640 | $1.28M | 0.02% | +64,640 | New |
| New York State Common Retirement Fund | 65,381 | $1.29M | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 65,902 | $1.30M | 0.02% | +65,902 | New |
| BNP Paribas Arbitrage, SA | 66,332 | $1.31M | 0.00% | +66,332 | New |
| Oppenheimer Asset Management Inc. | 68,828 | $1.36M | 0.02% | +4,236+6.6% | Added |
| Redhawk Wealth Advisors, Inc. | 70,708 | $1.40M | 0.15% | +37,859+115.3% | Added |
| Keybank National Association | 70,930 | $1.40M | 0.01% | +39,398+124.9% | Added |
| M&T Bank Corp | 71,022 | $1.40M | 0.00% | −5,310−7.0% | Reduced |
| Ballentine Partners, LLC | 73,013 | $1.44M | 0.02% | +2,236+3.2% | Added |
| Smartleaf Asset Management LLC | 76,040 | $1.45M | 0.05% | +10,781+16.5% | Added |
| Lockheed Martin Investment Management Co | 73,870 | $1.46M | 0.05% | +3,640+5.2% | Added |
| William Blair Investment Management, LLC | 76,066 | $1.50M | 0.00% | −48,378−38.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 76,317 | $1.51M | 0.08% | +820+1.1% | Added |
| Mount Yale Investment Advisors, LLC | 76,663 | $1.51M | 0.04% | +76,663 | New |
| XTX Topco Ltd | 77,044 | $1.52M | 0.03% | −91,096−54.2% | Reduced |
| RSM US Wealth Management LLC | 77,110 | $1.52M | 0.02% | +6,455+9.1% | Added |
| Franklin Resources Inc | 82,550 | $1.63M | 0.00% | −11,652−12.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 87,247 | $1.72M | 0.02% | +16,238+22.9% | Added |
| United Capital Financial Advisers, LLC | 88,212 | $1.74M | 0.01% | +1,968+2.3% | Added |
| Principal Securities, Inc. | 88,242 | $1.74M | 0.03% | −2,536−2.8% | Reduced |
| Aaron Wealth Advisors | 91,510 | $1.81M | 0.10% | +17,129+23.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 97,203 | $1.92M | 0.00% | +32,614+50.5% | Added |
| Colony Group, LLC | 97,599 | $1.94M | 0.00% | +15,820+19.3% | Added |
| Brinker Capital Investments, LLC | 98,755 | $1.95M | 0.02% | +6,183+6.7% | Added |
| Jones Financial Companies LLLP | 103,986 | $1.98M | 0.00% | +100,304+2,724.2% | Added |
| Rockefeller Capital Management L.P. | 100,932 | $1.99M | 0.00% | +34,507+51.9% | Added |
| CI Private Wealth, LLC | 105,072 | $2.04M | 0.00% | +9,506+9.9% | Added |
| Alliancebernstein L.P. | 107,955 | $2.09M | 0.00% | +107,955 | New |
| Evergreen Capital Management LLC | 108,011 | $2.13M | 0.05% | +4,971+4.8% | Added |
| Chilton Investment Co LLC | 108,437 | $2.14M | 0.05% | +108,437 | New |
| Skopos Labs, Inc. | 110,649 | $2.19M | 0.07% | +45,932+71.0% | Added |
| Millennium Management LLC | 111,318 | $2.20M | 0.00% | +90,530+435.5% | Added |
| Atomi Financial Group, Inc. | 113,627 | $2.24M | 0.07% | +8,439+8.0% | Added |
| Rhumbline Advisers | 113,989 | $2.25M | 0.00% | +5,567+5.1% | Added |
| CIBC Asset Management Inc | 121,298 | $2.32M | 0.01% | −32,585−21.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 119,925 | $2.37M | 0.25% | +5,950+5.2% | Added |
| BTC Capital Management, Inc. | 122,559 | $2.42M | 0.16% | +2,374+2.0% | Added |
| Diversify Wealth Management, LLC | 119,247 | $2.48M | 0.04% | +33,410+38.9% | Added |
| Barometer Capital Management Inc. | 126,900 | $2.51M | 0.86% | +126,900 | New |
| Dorsey Wright & Associates | 128,228 | $2.53M | 0.31% | +36,069+39.1% | Added |
| Integrated Quantitative Investments LLC | 130,762 | $2.58M | 0.47% | +65,381+100.0% | Added |
| UBS Asset Management Americas Inc | 134,555 | $2.66M | 0.00% | +113,265+532.0% | Added |
| Naviter Wealth, LLC | 135,945 | $2.68M | 0.34% | +4,108+3.1% | Added |
| Ritholtz Wealth Management | 136,324 | $2.69M | 0.05% | +8,672+6.8% | Added |
| Greenleaf Trust | 136,337 | $2.69M | 0.03% | −33,341−19.6% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 138,081 | $2.73M | 0.36% | −8,336−5.7% | Reduced |
| Advisors Asset Management, Inc. | 139,590 | $2.76M | 0.05% | +22,126+18.8% | Added |
| Neuberger Berman Group LLC | 142,377 | $2.81M | 0.00% | +33,497+30.8% | Added |
| Captrust Financial Advisors | 145,062 | $2.86M | 0.01% | +11,537+8.6% | Added |
| Ieq Capital, LLC | 145,491 | $2.87M | 0.01% | +21,682+17.5% | Added |
| CAPROCK Group, Inc. | 146,641 | $2.90M | 0.07% | −7,234−4.7% | Reduced |
| Sequoia Financial Advisors, LLC | 152,886 | $3.02M | 0.02% | +53,655+54.1% | Added |
| Point72 Asset Management, L.P. | 159,100 | $3.14M | 0.01% | −251,366−61.2% | Reduced |
| Aquatic Capital Management LLC | 165,045 | $3.26M | 0.09% | +165,045 | New |
| DJE Kapital AG | 100,470 | $3.37M | 0.07% | +100,470 | New |
| XY Capital Ltd | 175,608 | $3.47M | 3.80% | +55,686+46.4% | Added |
| Mercer Global Advisors Inc | 176,990 | $3.50M | 0.01% | −7,266−3.9% | Reduced |
| 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 |
| Russell Investments Group, Ltd. | 193,136 | $3.81M | 0.00% | +35,117+22.2% | Added |
| First Trust Advisors LP | 193,986 | $3.83M | 0.00% | +53,666+38.2% | Added |
| MML Investors Services, LLC | 194,022 | $3.83M | 0.01% | +29,670+18.1% | Added |
| JustInvest LLC | 200,534 | $3.96M | 0.04% | −27,409−12.0% | Reduced |
| Vise Technologies, Inc. | 208,707 | $4.03M | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 204,898 | $4.05M | 0.00% | +14,043+7.4% | Added |
| Gilman Hill Asset Management, LLC | 206,809 | $4.08M | 0.62% | −8,322−3.9% | Reduced |
| Allianz SE | 221,970 | $4.38M | 0.05% | +1,970+0.9% | Added |
| Signaturefd, LLC | 224,694 | $4.44M | 0.07% | +3,767+1.7% | Added |
| Citigroup Inc | 228,388 | $4.51M | 0.00% | +185,784+436.1% | Added |
| Factory Mutual Insurance Co | 230,432 | $4.55M | 0.05% | +41,440+21.9% | Added |
| Ameriprise Financial Inc | 235,290 | $4.65M | 0.00% | +28,683+13.9% | Added |
| Laird Norton Trust Company, LLC | 235,570 | $4.65M | 0.10% | +1,459+0.6% | Added |
| Gradient Investments LLC | 236,764 | $4.68M | 0.07% | +127,932+117.5% | Added |
| Assetmark, Inc | 246,343 | $4.87M | 0.01% | +96,203+64.1% | Added |
| Royal Bank of Canada | 253,890 | $5.01M | 0.00% | −6,808−2.6% | Reduced |
| Callan Family Office, LLC | 255,668 | $5.05M | 0.11% | +4,962+2.0% | Added |
| Vident Advisory, LLC | 259,972 | $5.13M | 0.04% | +71,902+38.2% | Added |
| Augustine Asset Management Inc | 264,238 | $5.22M | 1.18% | +565+0.2% | Added |
| Citadel Advisors LLC | 265,505 | $5.24M | 0.00% | −160,186−37.6% | Reduced |
| HighTower Advisors, LLC | 273,754 | $5.41M | 0.01% | −604−0.2% | Reduced |
| Quadrant Capital Group LLC | 280,981 | $5.55M | 0.17% | +1,120+0.4% | Added |
| Cetera Investment Advisers | 284,919 | $5.63M | 0.01% | +6,733+2.4% | Added |
| Voloridge Investment Management, LLC | 290,698 | $5.74M | 0.02% | −238,788−45.1% | Reduced |
| Eagle Global Advisors LLC | 294,000 | $5.81M | 0.21% | −5,000−1.7% | Reduced |
| CCM Investment Advisers LLC | 305,762 | $6.04M | 0.58% | +305,762 | New |
| Massar Capital Management, LP | 320,000 | $6.32M | 1.26% | 00.0% | Unchanged |
| US Bancorp | 324,514 | $6.41M | 0.01% | +2,873+0.9% | Added |
| Toronto Dominion Bank | 327,910 | $6.48M | 0.01% | −13,925−4.1% | Reduced |
| QRG Capital Management, Inc. | 345,653 | $6.83M | 0.07% | +74,018+27.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 366,517 | $7.07M | 0.03% | +14,911+4.2% | Added |