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 |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 402,311 | $7.91M | 0.00% | +71,794+21.7% | Added |
| Ethic Inc. | 401,745 | $7.93M | 0.12% | +16,722+4.3% | Added |
| Ramirez Asset Management, Inc. | 402,811 | $7.99M | 0.96% | −307,842−43.3% | Reduced |
| Moran Wealth Management, LLC | 404,869 | $8.00M | 0.24% | +25,301+6.7% | Added |
| Federated Hermes, Inc. | 412,872 | $8.15M | 0.01% | −131,113−24.1% | Reduced |
| SEI Investments Co | 431,723 | $8.53M | 0.01% | +12,525+3.0% | Added |
| Mariner, LLC | 435,188 | $8.59M | 0.01% | +25,433+6.2% | Added |
| Boston Partners | 437,159 | $8.65M | 0.01% | −46,402−9.6% | Reduced |
| CIBC World Markets Inc. | 452,860 | $8.94M | 0.02% | −3,906−0.9% | Reduced |
| Westfield Capital Management Co LP | 457,584 | $9.04M | 0.04% | +3,903+0.9% | Added |
| Qube Research & Technologies Ltd | 459,656 | $9.08M | 0.01% | +436,693+1,901.7% | Added |
| LPL Financial LLC | 468,793 | $9.26M | 0.00% | +42,446+10.0% | Added |
| Crossmark Global Holdings, Inc. | 474,683 | $9.37M | 0.14% | +11,775+2.5% | Added |
| Cerity Partners LLC | 474,705 | $9.38M | 0.01% | +45,604+10.6% | Added |
| Stifel Financial Corp | 559,790 | $11.1M | 0.01% | +27,054+5.1% | Added |
| Pathstone Holdings, LLC | 590,654 | $11.7M | 0.05% | +6,329+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 575,259 | $11.9M | 0.02% | −34,669−5.7% | Reduced |
| Invesco Ltd. | 623,035 | $12.3M | 0.00% | −380,416−37.9% | Reduced |
| UBS Group AG | 635,267 | $12.5M | 0.00% | −95,988−13.1% | Reduced |
| Natixis Advisors, L.P. | 699,894 | $13.8M | 0.02% | +97,110+16.1% | Added |
| Anderson Hoagland & Co | 725,248 | $14.3M | 1.23% | −2,331−0.3% | Reduced |
| Bank of New York Mellon Corp | 739,781 | $14.6M | 0.00% | +28,651+4.0% | Added |
| O'Shaughnessy Asset Management, LLC | 740,634 | $14.6M | 0.07% | +48,191+7.0% | Added |
| Creative Planning | 764,584 | $15.1M | 0.01% | +101,762+15.4% | Added |
| AQR Capital Management LLC | 845,222 | $16.7M | 0.01% | +200,465+31.1% | Added |
| Massachusetts Financial Services Co | 854,599 | $16.9M | 0.01% | +118,132+16.0% | Added |
| JPMorgan Chase & Co | 918,315 | $17.5M | 0.00% | +207,250+29.1% | Added |
| Charles Schwab Investment Management Inc | 1,089,747 | $21.5M | 0.00% | +203,616+23.0% | Added |
| Jane Street Group, LLC | 1,244,903 | $24.6M | 0.03% | −73,850−5.6% | Reduced |
| Causeway Capital Management LLC | 1,267,248 | $25.0M | 0.31% | +89,974+7.6% | Added |
| Capital Wealth Planning, LLC | 1,305,755 | $25.8M | 0.14% | +222,610+20.6% | Added |
| Quantinno Capital Management LP | 1,615,819 | $31.9M | 0.05% | +245,231+17.9% | Added |
| Ferguson Wellman Capital Management, Inc | 1,711,455 | $33.8M | 0.46% | +1,711,455 | New |
| Renaissance Technologies LLC | 1,749,272 | $34.5M | 0.05% | −175,245−9.1% | Reduced |
| Bank of America Corp | 1,846,335 | $36.5M | 0.00% | +319,140+20.9% | Added |
| Wells Fargo & Company | 2,160,619 | $42.7M | 0.01% | +8,715+0.4% | Added |
| Envestnet Asset Management Inc | 2,201,284 | $43.5M | 0.01% | +142,969+6.9% | Added |
| American Century Companies Inc | 3,008,905 | $59.4M | 0.03% | +665,903+28.4% | Added |
| Dimensional Fund Advisors LP | 3,090,741 | $61.0M | 0.01% | +217,929+7.6% | Added |
| Fisher Asset Management, LLC | 3,196,927 | $63.1M | 0.02% | +1,549,930+94.1% | Added |
| Clark Capital Management Group, Inc. | 3,782,399 | $74.7M | 0.46% | −323,465−7.9% | Reduced |
| Northern Trust Corp | 6,189,655 | $122.2M | 0.02% | +90,650+1.5% | Added |
| BlackRock, Inc. | 7,681,566 | $151.7M | 0.00% | +523,826+7.3% | Added |
| Goldman Sachs Group Inc | 10,708,002 | $211.5M | 0.03% | −295,836−2.7% | Reduced |
| FMR LLC | 12,569,371 | $248.2M | 0.01% | +321,634+2.6% | Added |
| Morgan Stanley | 22,958,371 | $453.4M | 0.03% | +1,417,232+6.6% | Added |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −600,909−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −209,587−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −172,858−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −154,946−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −130,260−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −111,238−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −76,552−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −68,348−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −58,178−100.0% | Sold out |
| Capital Insight Partners, LLC | 0 | $0 | 0.00% | −53,007−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −48,775−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −38,333−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −37,262−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −30,258−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −33,140−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −30,063−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −27,326−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −19,259−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −18,780−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −16,131−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −12,671−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −11,478−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −11,351−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −10,638−100.0% | Sold out |
| Onyx Bridge Wealth Group LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −3,120−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,302−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −793−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| DV Equities, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Clarius Group, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |
| Redmont Wealth Advisors LLC | – | – | – | – | Not filed |