Skip to main content

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, Q3 2026

Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
4
+1 vs. Q2 2026
Shares held
45.9K
+1.88K (+4.3%) vs. Q2 2026
Total value
$1.19M
+$151.9K (+14.6%) vs. Q2 2026
New holders
1
2 more added
Sold out
0
0 more reduced

460 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 229 institutionsQ2 2021: 225 institutionsQ3 2021: 236 institutionsQ4 2021: 241 institutionsQ1 2022: 248 institutionsQ2 2022: 244 institutionsQ3 2022: 243 institutionsQ4 2022: 259 institutionsQ1 2023: 265 institutionsQ2 2023: 265 institutionsQ3 2023: 272 institutionsQ4 2023: 308 institutionsQ1 2024: 309 institutionsQ2 2024: 324 institutionsQ3 2024: 333 institutionsQ4 2024: 348 institutionsQ1 2025: 358 institutionsQ2 2025: 371 institutionsQ3 2025: 396 institutionsQ4 2025: 424 institutionsQ1 2026: 446 institutionsQ2 2026: 463 institutions
Value held
Q1 2021: $907.8MQ2 2021: $861.9MQ3 2021: $872.4MQ4 2021: $831.3MQ1 2022: $765.4MQ2 2022: $708.5MQ3 2022: $623.2MQ4 2022: $908.4MQ1 2023: $873.4MQ2 2023: $936.6MQ3 2023: $984.8MQ4 2023: $910.8MQ1 2024: $1.11BQ2 2024: $1.28BQ3 2024: $1.16BQ4 2024: $1.49BQ1 2025: $1.81BQ2 2025: $1.80BQ3 2025: $1.89BQ4 2025: $2.24BQ1 2026: $2.45BQ2 2026: $3.16B
Institutions holding SMFG and their total value by quarter
QuarterHoldersValue
Q2 2026463$3.16B
Q1 2026446$2.45B
Q4 2025424$2.24B
Q3 2025396$1.89B
Q2 2025371$1.80B
Q1 2025358$1.81B
Q4 2024348$1.49B
Q3 2024333$1.16B
Q2 2024324$1.28B
Q1 2024309$1.11B
Q4 2023308$910.8M
Q3 2023272$984.8M
Q2 2023265$936.6M
Q1 2023265$873.4M
Q4 2022259$908.4M
Q3 2022243$623.2M
Q2 2022244$708.5M
Q1 2022248$765.4M
Q4 2021241$831.3M
Q3 2021236$872.4M
Q2 2021225$861.9M
Q1 2021229$907.8M

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q2 2026.

Institutions holding SMFG in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Noble Wealth Management PBC71$1.84K0.00%+52+273.7%Added
CX Institutional142$4.00K0.00%00.0%Unchanged
Planning Strategies Inc.301$7.80K0.00%+301New
Versant Capital Management, Inc45,374$1.18M0.10%+1,525+3.5%Added
Morgan Stanley––––Not filed
FMR LLC––––Not filed
Goldman Sachs Group Inc––––Not filed
BlackRock, Inc.––––Not filed
Fisher Asset Management, LLC––––Not filed
Northern Trust Corp––––Not filed
Clark Capital Management Group, Inc.––––Not filed
American Century Companies Inc––––Not filed
Dimensional Fund Advisors LP––––Not filed
Envestnet Asset Management Inc––––Not filed
Wells Fargo & Company––––Not filed
Quantinno Capital Management LP––––Not filed
Bank of America Corp––––Not filed
Ferguson Wellman Capital Management, Inc––––Not filed
Capital Wealth Planning, LLC––––Not filed
JPMorgan Chase & Co––––Not filed
Causeway Capital Management LLC––––Not filed
AQR Capital Management LLC––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Renaissance Technologies LLC––––Not filed
Massachusetts Financial Services Co––––Not filed
Creative Planning––––Not filed
Natixis Advisors, L.P.––––Not filed
Calamos Advisors LLC––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
Bank of New York Mellon Corp––––Not filed
Royal Bank of Canada––––Not filed
UBS Group AG––––Not filed
Anderson Hoagland & Co––––Not filed
CCM Investment Advisers LLC––––Not filed
Invesco Ltd.––––Not filed
Pathstone Holdings, LLC––––Not filed
Stifel Financial Corp––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
LPL Financial LLC––––Not filed
Cerity Partners LLC––––Not filed
Bank of Montreal––––Not filed
Mariner, LLC––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
Boston Partners––––Not filed
Ethic Inc.––––Not filed
Westfield Capital Management Co LP––––Not filed
Raymond James Financial Inc––––Not filed
Ramirez Asset Management, Inc.––––Not filed
SEI Investments Co––––Not filed
CIBC World Markets Inc.––––Not filed
Federated Hermes, Inc.––––Not filed
QRG Capital Management, Inc.––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
Moran Wealth Management, LLC––––Not filed
US Bancorp––––Not filed
Allianz SE––––Not filed
Eagle Global Advisors LLC––––Not filed
Assetmark, Inc––––Not filed
Cetera Investment Advisers––––Not filed
Quadrant Capital Group LLC––––Not filed
Callan Family Office, LLC––––Not filed
Augustine Asset Management Inc––––Not filed
Vident Advisory, LLC––––Not filed
MML Investors Services, LLC––––Not filed
Connor, Clark & Lunn Investment Management Ltd.––––Not filed
Gradient Investments LLC––––Not filed
Ameriprise Financial Inc––––Not filed
HighTower Advisors, LLC––––Not filed
Vise Technologies, Inc.––––Not filed
Citigroup Inc––––Not filed
Russell Investments Group, Ltd.––––Not filed
Signaturefd, LLC––––Not filed
Laird Norton Trust Company, LLC––––Not filed
Factory Mutual Insurance Co––––Not filed
Gilman Hill Asset Management, LLC––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Calamos Wealth Management LLC––––Not filed
JustInvest LLC––––Not filed
Voloridge Investment Management, LLC––––Not filed
First Trust Advisors LP––––Not filed
Jones Financial Companies LLLP––––Not filed
Mercer Global Advisors Inc––––Not filed
Naviter Wealth, LLC––––Not filed
Park Avenue Securities LLC––––Not filed
Lee Johnson Capital Management, LLC––––Not filed
Susquehanna International Group, LLP––––Not filed
Ieq Capital, LLC––––Not filed
Neuberger Berman Group LLC––––Not filed
DJE Kapital AG––––Not filed
Nuveen, LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
Evergreen Capital Management LLC––––Not filed
Barometer Capital Management Inc.––––Not filed
Advisors Asset Management, Inc.––––Not filed
Ritholtz Wealth Management––––Not filed
Parr McKnight Wealth Management Group, LLC––––Not filed
Captrust Financial Advisors––––Not filed
UBS Asset Management Americas Inc––––Not filed
Greenleaf Trust––––Not filed
Diversify Advisory Services, LLC––––Not filed