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 |
|---|---|---|---|---|---|
| D'Orazio & Associates, Inc. | 10,340 | $204.2K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 10,260 | $202.6K | 0.01% | −6,852−40.0% | Reduced |
| Xxi Wealth, LLC | 10,109 | $199.7K | 0.11% | +10,109 | New |
| SRS Capital Advisors, Inc. | 9,472 | $192.8K | 0.01% | −9,317−49.6% | Reduced |
| MAI Capital Management | 9,171 | $181.1K | 0.00% | +6,948+312.6% | Added |
| Bruce G. Allen Investments, LLC | 8,449 | $166.9K | 0.11% | −516−5.8% | Reduced |
| V-Square Quantitative Management LLC | 7,699 | $152.1K | 0.02% | +2,065+36.7% | Added |
| Allworth Financial LP | 7,692 | $151.9K | 0.00% | +2,945+62.0% | Added |
| Caitong International Asset Management Co., Ltd | 6,977 | $137.8K | 0.03% | +4,153+147.1% | Added |
| Ares Financial Consulting, LLC | 5,767 | $119.4K | 0.09% | +5,767 | New |
| Brown Brothers Harriman & Co | 5,750 | $113.6K | 0.00% | +3,149+121.1% | Added |
| Parkside Financial Bank & Trust | 5,033 | $99.4K | 0.01% | +59+1.2% | Added |
| Harbour Investments, Inc. | 4,966 | $98.1K | 0.00% | +4,120+487.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 4,276 | $84.5K | 0.02% | +4,276 | New |
| Fifth Third Bancorp | 4,243 | $83.8K | 0.00% | +738+21.1% | Added |
| Te Ahumairangi Investment Management Ltd | 4,216 | $83.3K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 4,036 | $79.7K | 0.00% | −93,860−95.9% | Reduced |
| Owl Creek Wealth Partners LLC | 4,033 | $79.7K | 0.03% | +4,033 | New |
| Richardson Financial Services Inc. | 3,838 | $75.8K | 0.05% | −204−5.0% | Reduced |
| Rosenberg Matthew Hamilton | 3,827 | $75.6K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,752 | $74.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,397 | $67.1K | 0.00% | +471+16.1% | Added |
| Bessemer Group Inc | 3,144 | $62.0K | 0.00% | −715−18.5% | Reduced |
| Huntington National Bank | 3,083 | $60.9K | 0.00% | +16+0.5% | Added |
| NBC Securities, Inc. | 2,737 | $54.1K | 0.00% | −860−23.9% | Reduced |
| TD Private Client Wealth LLC | 2,445 | $48.3K | 0.00% | +1,950+393.9% | Added |
| JFS Wealth Advisors, LLC | 2,409 | $47.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2,336 | $46.1K | 0.00% | −219−8.6% | Reduced |
| True Wealth Design, LLC | 2,275 | $44.9K | 0.01% | +724+46.7% | Added |
| Advisory Services Network, LLC | 2,136 | $42.2K | 0.00% | +2,136 | New |
| Salomon & Ludwin, LLC | 2,011 | $41.1K | 0.00% | −8−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,071 | $40.9K | 0.00% | +282+15.8% | Added |
| Cornerstone Planning Group LLC | 1,887 | $40.0K | 0.01% | +295+18.5% | Added |
| Berbice Capital Management LLC | 2,000 | $39.5K | 0.03% | +2,000 | New |
| Rothschild Investment LLC | 1,945 | $38.4K | 0.00% | +212+12.2% | Added |
| Addison Advisors LLC | 1,876 | $37.1K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,706 | $34.0K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,679 | $33.2K | 0.00% | +1,679 | New |
| IFP Advisors, Inc | 1,626 | $32.1K | 0.00% | +106+7.0% | Added |
| Larson Financial Group LLC | 1,603 | $31.7K | 0.00% | +701+77.7% | Added |
| Bayban | 1,532 | $30.3K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,404 | $29.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,415 | $28.0K | 0.00% | +435+44.4% | Added |
| Golden State Equity Partners | 1,355 | $26.8K | 0.00% | +1,355 | New |
| JPL Wealth Management, LLC | 1,352 | $26.7K | 0.01% | +1,352 | New |
| Cullen/Frost Bankers, Inc. | 1,324 | $26.1K | 0.00% | +1,269+2,307.3% | Added |
| Financial Management Professionals, Inc. | 1,227 | $24.2K | 0.00% | −230−15.8% | Reduced |
| Root Financial Partners, LLC | 1,214 | $24.0K | 0.00% | +4+0.3% | Added |
| Aventura Private Wealth, LLC | 1,193 | $23.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,185 | $23.4K | 0.00% | +861+265.7% | Added |
| Signature Equity Partners, LLC | 1,164 | $23.0K | 0.01% | +35+3.1% | Added |
| Private Trust Co NA | 1,106 | $21.8K | 0.00% | −680−38.1% | Reduced |
| Wellington Grp LLC | 1,104 | $21.8K | 0.01% | −493−30.9% | Reduced |
| Whipplewood Advisors, LLC | 1,078 | $21.3K | 0.01% | +1,078 | New |
| Essential Partners LLC | 1,049 | $20.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 960 | $19.0K | 0.00% | +40+4.3% | Added |
| Oakworth Capital, Inc. | 921 | $18.2K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 868 | $17.1K | 0.00% | +20+2.4% | Added |
| Capital Analysts, LLC | 882 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 787 | $16.3K | 0.00% | +284+56.5% | Added |
| Basepoint Wealth LLC | 818 | $16.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 806 | $15.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 752 | $14.9K | 0.00% | +11+1.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 750 | $14.8K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 728 | $14.4K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 707 | $14.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 648 | $12.8K | 0.01% | −747−53.5% | Reduced |
| Albion Financial Group | 644 | $12.7K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 618 | $12.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 618 | $12.2K | 0.00% | +499+419.3% | Added |
| Acumen Wealth Advisors, LLC | 616 | $12.2K | 0.00% | −9−1.4% | Reduced |
| SHP Wealth Management | 598 | $11.8K | 0.00% | +183+44.1% | Added |
| WPG Advisers, LLC | 586 | $11.6K | 0.01% | −33−5.3% | Reduced |
| ORG Wealth Partners, LLC | 566 | $11.2K | 0.00% | +289+104.3% | Added |
| Financial Connections Group, Inc. | 561 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 533 | $10.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 501 | $9.89K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 499 | $9.86K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 498 | $9.84K | 0.01% | +498 | New |
| Nisa Investment Advisors, LLC | 488 | $9.64K | 0.00% | +196+67.1% | Added |
| Principia Wealth Advisory, LLC | 476 | $9.40K | 0.01% | +135+39.6% | Added |
| Arlington Trust Co LLC | 446 | $8.81K | 0.00% | +446 | New |
| Kayne Anderson Rudnick Investment Management LLC | 398 | $7.86K | 0.00% | −106−21.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 393 | $7.76K | 0.00% | +197+100.5% | Added |
| Bell Investment Advisors, Inc | 384 | $7.58K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 377 | $7.45K | 0.06% | −1,252−76.9% | Reduced |
| Spire Wealth Management | 377 | $7.45K | 0.00% | −38−9.2% | Reduced |
| Triumph Capital Management | 357 | $7.05K | 0.00% | +190+113.8% | Added |
| Bare Financial Services, Inc | 343 | $6.77K | 0.00% | +343 | New |
| UMA Financial Services, Inc. | 337 | $6.66K | 0.00% | +2+0.6% | Added |
| Financial Consulate, Inc | 327 | $6.46K | 0.00% | +251+330.3% | Added |
| Manning & Napier Advisors LLC | 337 | $6.41K | 0.00% | +1+0.3% | Added |
| FWL Investment Management, LLC | 317 | $6.26K | 0.00% | −221−41.1% | Reduced |
| Creative Financial Designs Inc | 311 | $6.14K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 288 | $5.68K | 0.00% | +17+6.3% | Added |
| First Command Advisory Services, Inc. | 271 | $5.35K | 0.00% | +142+110.1% | Added |
| Retirement Wealth Solutions LLC | 255 | $5.04K | 0.00% | +129+102.4% | Added |
| Burk Holdings LLC | 255 | $5.04K | 0.00% | +255 | New |
| Clean Yield Group | 250 | $4.94K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 244 | $4.82K | 0.00% | 00.0% | Unchanged |