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 |
|---|---|---|---|---|---|
| Pekin Hardy Strauss, Inc. | 119,925 | $2.37M | 0.25% | +5,950+5.2% | Added |
| CIBC Asset Management Inc | 121,298 | $2.32M | 0.01% | −32,585−21.2% | Reduced |
| Rhumbline Advisers | 113,989 | $2.25M | 0.00% | +5,567+5.1% | Added |
| Atomi Financial Group, Inc. | 113,627 | $2.24M | 0.07% | +8,439+8.0% | Added |
| Millennium Management LLC | 111,318 | $2.20M | 0.00% | +90,530+435.5% | Added |
| Skopos Labs, Inc. | 110,649 | $2.19M | 0.07% | +45,932+71.0% | Added |
| Chilton Investment Co LLC | 108,437 | $2.14M | 0.05% | +108,437 | New |
| Evergreen Capital Management LLC | 108,011 | $2.13M | 0.05% | +4,971+4.8% | Added |
| Alliancebernstein L.P. | 107,955 | $2.09M | 0.00% | +107,955 | New |
| CI Private Wealth, LLC | 105,072 | $2.04M | 0.00% | +9,506+9.9% | Added |
| Rockefeller Capital Management L.P. | 100,932 | $1.99M | 0.00% | +34,507+51.9% | Added |
| Jones Financial Companies LLLP | 103,986 | $1.98M | 0.00% | +100,304+2,724.2% | Added |
| Brinker Capital Investments, LLC | 98,755 | $1.95M | 0.02% | +6,183+6.7% | Added |
| Colony Group, LLC | 97,599 | $1.94M | 0.00% | +15,820+19.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 97,203 | $1.92M | 0.00% | +32,614+50.5% | Added |
| Aaron Wealth Advisors | 91,510 | $1.81M | 0.10% | +17,129+23.0% | Added |
| Principal Securities, Inc. | 88,242 | $1.74M | 0.03% | −2,536−2.8% | Reduced |
| United Capital Financial Advisers, LLC | 88,212 | $1.74M | 0.01% | +1,968+2.3% | Added |
| Vestmark Advisory Solutions, Inc. | 87,247 | $1.72M | 0.02% | +16,238+22.9% | Added |
| Franklin Resources Inc | 82,550 | $1.63M | 0.00% | −11,652−12.4% | Reduced |
| RSM US Wealth Management LLC | 77,110 | $1.52M | 0.02% | +6,455+9.1% | Added |
| XTX Topco Ltd | 77,044 | $1.52M | 0.03% | −91,096−54.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 76,663 | $1.51M | 0.04% | +76,663 | New |
| Dorsey & Whitney Trust CO LLC | 76,317 | $1.51M | 0.08% | +820+1.1% | Added |
| William Blair Investment Management, LLC | 76,066 | $1.50M | 0.00% | −48,378−38.9% | Reduced |
| Lockheed Martin Investment Management Co | 73,870 | $1.46M | 0.05% | +3,640+5.2% | Added |
| Smartleaf Asset Management LLC | 76,040 | $1.45M | 0.05% | +10,781+16.5% | Added |
| Ballentine Partners, LLC | 73,013 | $1.44M | 0.02% | +2,236+3.2% | Added |
| M&T Bank Corp | 71,022 | $1.40M | 0.00% | −5,310−7.0% | Reduced |
| Keybank National Association | 70,930 | $1.40M | 0.01% | +39,398+124.9% | Added |
| Redhawk Wealth Advisors, Inc. | 70,708 | $1.40M | 0.15% | +37,859+115.3% | Added |
| Oppenheimer Asset Management Inc. | 68,828 | $1.36M | 0.02% | +4,236+6.6% | Added |
| BNP Paribas Arbitrage, SA | 66,332 | $1.31M | 0.00% | +66,332 | New |
| Jain Global LLC | 65,902 | $1.30M | 0.02% | +65,902 | New |
| New York State Common Retirement Fund | 65,381 | $1.29M | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 64,640 | $1.28M | 0.02% | +64,640 | New |
| Abacus Wealth Partners, LLC | 61,630 | $1.22M | 0.11% | −594−1.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 59,579 | $1.18M | 0.02% | −21,718−26.7% | Reduced |
| Advisor Group Holdings, Inc. | 58,920 | $1.16M | 0.00% | +5,129+9.5% | Added |
| AdvisorShares Investments LLC | 58,740 | $1.16M | 0.21% | −2,978−4.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 58,026 | $1.15M | 0.07% | +58,026 | New |
| Atria Investments LLC | 57,811 | $1.14M | 0.01% | +4,729+8.9% | Added |
| 1832 Asset Management L.P. | 57,693 | $1.14M | 0.00% | +5,609+10.8% | Added |
| Parallel Advisors, LLC | 57,620 | $1.14M | 0.02% | +4,847+9.2% | Added |
| Coldstream Capital Management Inc | 55,121 | $1.09M | 0.01% | +4,984+9.9% | Added |
| Yousif Capital Management, LLC | 54,329 | $1.07M | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 52,911 | $1.04M | 0.02% | −1,036−1.9% | Reduced |
| PDS Planning, Inc | 50,219 | $991.8K | 0.07% | −64−0.1% | Reduced |
| Summit Financial, LLC | 49,085 | $969.4K | 0.01% | +2,157+4.6% | Added |
| HB Wealth Management, LLC | 49,048 | $968.7K | 0.01% | +3,923+8.7% | Added |
| Themes Management Co LLC | 48,975 | $967.3K | 0.60% | −274−0.6% | Reduced |
| Limestone Investment Advisors LP | 47,905 | $946.1K | 0.46% | 00.0% | Unchanged |
| RNC Capital Management LLC | 47,199 | $932.2K | 0.04% | −70−0.1% | Reduced |
| Truist Financial Corp | 45,892 | $906.4K | 0.00% | −3,506−7.1% | Reduced |
| Ellevest, Inc. | 45,718 | $902.9K | 0.13% | −1,055−2.3% | Reduced |
| Checchi Capital Advisers, LLC | 44,874 | $886.3K | 0.06% | −2,166−4.6% | Reduced |
| Louisbourg Investments Inc. | 44,652 | $881.9K | 0.17% | +5,500+14.0% | Added |
| Glenmede Trust Co NA | 43,988 | $868.8K | 0.00% | +2,830+6.9% | Added |
| Versant Capital Management, Inc | 43,108 | $851.4K | 0.08% | +7,438+20.9% | Added |
| Farther Finance Advisors, LLC | 40,493 | $838.2K | 0.01% | +16,177+66.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 39,946 | $816.1K | 0.00% | −8,416−17.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 41,187 | $813.4K | 0.20% | +315+0.8% | Added |
| Bank of Montreal | 40,481 | $799.5K | 0.00% | −4,259−9.5% | Reduced |
| Flatrock Wealth Partners LLC | 40,192 | $793.8K | 0.36% | +104+0.3% | Added |
| Syon Capital LLC | 39,080 | $771.8K | 0.04% | +1,130+3.0% | Added |
| Hantz Financial Services, Inc. | 38,950 | $769.0K | 0.01% | +11,283+40.8% | Added |
| Two Sigma Securities, LLC | 38,251 | $755.5K | 0.09% | +38,251 | New |
| Dakota Wealth Management | 38,163 | $753.7K | 0.02% | +271+0.7% | Added |
| Ninepoint Partners LP | 37,424 | $739.1K | 0.09% | +37,188+15,757.6% | Added |
| Sivia Capital Partners, LLC | 36,732 | $725.5K | 0.14% | −6,081−14.2% | Reduced |
| Venturi Wealth Management, LLC | 36,642 | $723.7K | 0.03% | +5,852+19.0% | Added |
| Bailard, Inc. | 36,414 | $719.2K | 0.02% | −1,957−5.1% | Reduced |
| GAMMA Investing LLC | 36,147 | $713.9K | 0.03% | +3,058+9.2% | Added |
| Prospera Financial Services Inc | 35,748 | $706.0K | 0.01% | −209−0.6% | Reduced |
| CWM, LLC | 34,903 | $689.3K | 0.00% | +3,460+11.0% | Added |
| Abel Hall, LLC | 34,886 | $689.0K | 0.15% | +5,873+20.2% | Added |
| Cordatus Wealth Management LLC | 34,830 | $687.9K | 0.16% | +120+0.3% | Added |
| Gallacher Capital Management LLC | 34,644 | $684.2K | 0.26% | +227+0.7% | Added |
| Sage Rhino Capital LLC | 33,987 | $671.2K | 0.13% | −144−0.4% | Reduced |
| Flputnam Investment Management Co | 33,675 | $665.1K | 0.01% | +3,708+12.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 33,304 | $657.8K | 0.07% | −3,932−10.6% | Reduced |
| Lido Advisors, LLC | 33,007 | $651.9K | 0.00% | +7,345+28.6% | Added |
| EverSource Wealth Advisors, LLC | 32,834 | $648.5K | 0.02% | +1,972+6.4% | Added |
| Westwood Holdings Group Inc. | 32,820 | $648.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 32,661 | $645.1K | 0.01% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 32,548 | $642.8K | 0.00% | +4,075+14.3% | Added |
| Tred Avon Family Wealth, LLC | 31,695 | $626.0K | 0.21% | −5,639−15.1% | Reduced |
| Lazard Asset Management LLC | 31,593 | $624.0K | 0.00% | −255−0.8% | Reduced |
| NewEdge Wealth, LLC | 30,022 | $592.9K | 0.01% | −6,131−17.0% | Reduced |
| Sagespring Wealth Partners, LLC | 29,685 | $586.3K | 0.01% | +1,227+4.3% | Added |
| Beacon Pointe Advisors, LLC | 29,620 | $585.0K | 0.00% | +19,155+183.0% | Added |
| Principal Street Partners, LLC | 29,475 | $582.1K | 0.10% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 29,386 | $580.4K | 0.01% | +8,408+40.1% | Added |
| Savant Capital, LLC | 29,363 | $579.9K | 0.00% | +5,642+23.8% | Added |
| Merit Financial Group, LLC | 29,083 | $574.4K | 0.00% | +2,418+9.1% | Added |
| Axq Capital, LP | 28,928 | $571.3K | 0.07% | +28,928 | New |
| Bridgewater Advisors Inc. | 25,274 | $564.4K | 0.03% | +618+2.5% | Added |
| LMR Partners LLP | 28,506 | $563.0K | 0.01% | +28,506 | New |
| Gateway Wealth Partners, LLC | 28,492 | $562.7K | 0.02% | +28,492 | New |
| Chevy Chase Trust Holdings, Inc. | 28,111 | $555.2K | 0.00% | −787−2.7% | Reduced |