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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 28,611 | $535.7K | 0.00% | −20−0.1% | Reduced |
| SmartHarvest Portfolios, LLC | 27,095 | $535.1K | 0.22% | −915−3.3% | Reduced |
| Burns Matteson Capital Management, LLC | 27,018 | $533.6K | 0.21% | +12,218+82.6% | Added |
| Traveka Wealth, LLC | 26,726 | $527.8K | 0.20% | +613+2.3% | Added |
| Entropy Technologies, LP | 26,573 | $524.8K | 0.02% | +26,573 | New |
| Dynamic Technology Lab Private Ltd | 26,363 | $520.7K | 0.09% | +26,363 | New |
| Shelton Capital Management | 26,157 | $516.6K | 0.01% | −1,896−6.8% | Reduced |
| Kestra Advisory Services, LLC | 25,037 | $494.5K | 0.00% | +15,360+158.7% | Added |
| Voleon Capital Management LP | 24,991 | $493.6K | 0.01% | +10,895+77.3% | Added |
| Integrated Wealth Concepts LLC | 24,772 | $489.3K | 0.00% | +13,647+122.7% | Added |
| Kathmere Capital Management, LLC | 24,704 | $487.9K | 0.03% | +5,497+28.6% | Added |
| Seeds Investor LLC | 22,817 | $485.3K | 0.07% | −992−4.2% | Reduced |
| Five Oceans Advisors | 24,405 | $482.0K | 0.17% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 24,309 | $480.1K | 0.01% | −1,883−7.2% | Reduced |
| Trust Point Inc. | 24,109 | $476.2K | 0.04% | +4,476+22.8% | Added |
| Net Worth Advisory Group | 22,843 | $451.1K | 0.09% | −298−1.3% | Reduced |
| Private Advisor Group, LLC | 22,435 | $443.1K | 0.00% | +1,532+7.3% | Added |
| Sanctuary Advisors, LLC | 21,997 | $434.4K | 0.00% | +6,483+41.8% | Added |
| Drive Wealth Management, LLC | 21,775 | $430.0K | 0.09% | −2,642−10.8% | Reduced |
| Ewa, LLC | 21,728 | $429.1K | 0.10% | +19+0.1% | Added |
| Basecamp Wealth Advisors LLC | 21,689 | $428.4K | 0.09% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 21,662 | $427.8K | 0.02% | +1,772+8.9% | Added |
| Quantbot Technologies LP | 21,420 | $423.0K | 0.02% | +21,420 | New |
| Frec Markets, Inc. | 20,515 | $405.2K | 0.07% | +6,565+47.1% | Added |
| First Affirmative Financial Network | 20,279 | $400.5K | 0.16% | +20,279 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | $391.1K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 19,777 | $390.6K | 0.05% | +1,223+6.6% | Added |
| Prime Capital Investment Advisors, LLC | 19,672 | $388.5K | 0.00% | −1,241−5.9% | Reduced |
| J.Safra Asset Management Corp | 19,466 | $384.5K | 0.02% | +19,466 | New |
| Aprio Wealth Management, LLC | 19,394 | $383.0K | 0.02% | +2,072+12.0% | Added |
| Concurrent Investment Advisors, LLC | 19,378 | $382.7K | 0.00% | +5,009+34.9% | Added |
| GeoWealth Management, LLC | 19,264 | $380.5K | 0.01% | +5,185+36.8% | Added |
| EP Wealth Advisors, LLC | 18,947 | $374.2K | 0.00% | +6,258+49.3% | Added |
| Brown Advisory Inc | 18,858 | $372.4K | 0.00% | +18,858 | New |
| Clearstead Advisors, LLC | 18,848 | $372.2K | 0.00% | +18,848 | New |
| Marshall Wace, LLP | 18,735 | $370.0K | 0.00% | −57,417−75.4% | Reduced |
| Optas, LLC | 18,566 | $366.7K | 0.06% | +227+1.2% | Added |
| Commonwealth Equity Services, LLC | 18,372 | $362.9K | 0.00% | +958+5.5% | Added |
| West Family Investments, Inc. | 18,274 | $360.9K | 0.13% | −13,005−41.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,214 | $359.7K | 0.00% | +18,214 | New |
| New Republic Capital, LLC | 17,981 | $355.1K | 0.12% | −10,698−37.3% | Reduced |
| Sowell Financial Services LLC | 17,873 | $353.0K | 0.01% | +437+2.5% | Added |
| Valeo Financial Advisors, LLC | 17,870 | $352.9K | 0.01% | −7,048−28.3% | Reduced |
| Brighton Jones LLC | 17,657 | $348.7K | 0.01% | +17,657 | New |
| Dynasty Wealth Management, LLC | 17,478 | $345.2K | 0.00% | −534−3.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 17,177 | $339.2K | 0.06% | −1,503−8.0% | Reduced |
| Storgate, LLC | 17,177 | $339.2K | 0.27% | +17,177 | New |
| Greenspring Advisors, LLC | 17,127 | $338.3K | 0.02% | +1,442+9.2% | Added |
| Sterling Capital Management LLC | 17,115 | $338.0K | 0.01% | +3,236+23.3% | Added |
| Modern Wealth Management, LLC | 16,042 | $332.1K | 0.01% | +482+3.1% | Added |
| Ronald Blue Trust, Inc. | 16,682 | $329.5K | 0.00% | −5,071−23.3% | Reduced |
| Channing Global Advisors, LLC | 16,663 | $329.1K | 0.19% | −4,211−20.2% | Reduced |
| Cresset Asset Management, LLC | 16,633 | $328.5K | 0.00% | +16,633 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,500 | $325.9K | 0.01% | +5,142+45.3% | Added |
| Johnson Investment Counsel Inc | 16,244 | $320.8K | 0.00% | −14,798−47.7% | Reduced |
| Umb Bank N A | 15,925 | $314.5K | 0.00% | −127−0.8% | Reduced |
| Wedmont Private Capital | 14,222 | $306.9K | 0.01% | −2,821−16.6% | Reduced |
| Catalytic Wealth RIA, LLC | 15,409 | $304.3K | 0.01% | +5,046+48.7% | Added |
| Independent Advisor Alliance | 14,935 | $295.0K | 0.00% | +2,623+21.3% | Added |
| Transamerica Financial Advisors, Inc. | 14,848 | $293.3K | 0.02% | +1,613+12.2% | Added |
| Capital Performance Advisors LLP | 14,660 | $289.5K | 0.02% | +441+3.1% | Added |
| Choate Investment Advisors | 14,642 | $289.2K | 0.01% | +580+4.1% | Added |
| Anchyra Partners LLC | 14,329 | $283.0K | 0.09% | +620+4.5% | Added |
| Walkner Condon Financial Advisors LLC | 14,282 | $282.1K | 0.04% | +2,605+22.3% | Added |
| Ascent Group, LLC | 14,187 | $280.2K | 0.01% | +20.0% | Added |
| BSW Wealth Partners | 14,175 | $280.0K | 0.03% | −353−2.4% | Reduced |
| Acorn Creek Capital LLC | 14,026 | $277.0K | 0.10% | +154+1.1% | Added |
| Csenge Advisory Group | 14,016 | $276.8K | 0.01% | −783−5.3% | Reduced |
| State Street Corp | 13,954 | $275.6K | 0.00% | 00.0% | Unchanged |
| Athena Wealth Management, LLC | 13,908 | $274.7K | 0.22% | +13,908 | New |
| Cromwell Holdings LLC | 13,841 | $273.4K | 0.15% | 00.0% | Unchanged |
| Canopy Partners, LLC | 13,657 | $269.7K | 0.09% | +30+0.2% | Added |
| Susquehanna International Group, LLP | 13,645 | $269.5K | 0.00% | +1,444+11.8% | Added |
| Pensionmark Financial Group, LLC | 13,509 | $266.8K | 0.00% | −127−0.9% | Reduced |
| Natural Investments, LLC | 13,499 | $266.0K | 0.07% | −1,362−9.2% | Reduced |
| Mattson Financial Services, LLC | 13,444 | $265.5K | 0.06% | +13,444 | New |
| Bridgefront Capital, LLC | 12,981 | $256.4K | 0.06% | +12,981 | New |
| Fund Advisors of America Inc | 12,894 | $254.7K | 0.26% | −3,704−22.3% | Reduced |
| Ameritas Advisory Services, LLC | 12,704 | $250.9K | 0.01% | −1,270−9.1% | Reduced |
| a16z Perennial Management, L.P. | 12,699 | $250.8K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,659 | $250.0K | 0.00% | +5,373+73.7% | Added |
| Brown Financial Advisors | 12,634 | $249.5K | 0.09% | +12,634 | New |
| Intergy Private Wealth, LLC | 12,633 | $249.5K | 0.07% | −167−1.3% | Reduced |
| EntryPoint Capital, LLC | 12,525 | $247.4K | 0.07% | +12,525 | New |
| 71 West Capital Partners | 12,411 | $245.1K | 0.01% | +1,579+14.6% | Added |
| 55 North Private Wealth, LLC | 12,269 | $242.3K | 0.06% | +1,867+17.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,166 | $240.0K | 0.00% | −205−1.7% | Reduced |
| Syverson Strege & Co | 12,024 | $237.5K | 0.06% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 12,019 | $237.4K | 0.00% | +12,019 | New |
| Envestnet Portfolio Solutions, Inc. | 12,010 | $237.2K | 0.00% | −402−3.2% | Reduced |
| Two Sigma Investments, LP | 12,000 | $237.0K | 0.00% | +12,000 | New |
| Apollon Wealth Management, LLC | 11,769 | $232.4K | 0.00% | −3,153−21.1% | Reduced |
| Brucke Financial, Inc. | 11,547 | $228.1K | 0.12% | −2,894−20.0% | Reduced |
| Coastal Bridge Advisors, LLC | 11,407 | $225.3K | 0.02% | −2,600−18.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,365 | $224.5K | 0.01% | +11,365 | New |
| Atlas Capital Advisors LLC | 11,280 | $222.8K | 0.03% | −15,734−58.2% | Reduced |
| Werba Rubin Papier Wealth Management | 10,950 | $216.3K | 0.03% | −100−0.9% | Reduced |
| Tranquilli Financial Advisor LLC | 10,898 | $215.2K | 0.13% | +10,898 | New |
| Riversedge Advisors, LLC | 10,489 | $207.2K | 0.03% | +230+2.2% | Added |
| Angeles Wealth Management, LLC | 10,406 | $205.5K | 0.01% | +10,406 | New |