Sumitomo Mitsui Financial Group, Inc.

SMFG

Exchange: NYSE
Industry: Commercial Banks, NEC
SEC CIK: 0001022837

SEC filings (opens in a new tab)

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

Value held

Institutions holding SMFG and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
May Hill Capital, LLC	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
CIBC Bancorp USA Inc.	–	–	–	–	Not filed
Brown Advisory Inc	–	–	–	–	Not filed
LVW Advisors, LLC	–	–	–	–	Not filed
Pallas Capital Advisors LLC	–	–	–	–	Not filed
Capital Performance Advisors LLP	–	–	–	–	Not filed
E Fund Management (Hong Kong) Co., Ltd.	–	–	–	–	Not filed
E Fund Management Co., Ltd.	–	–	–	–	Not filed
Brown Brothers Harriman & Co	–	–	–	–	Not filed
V-Square Quantitative Management LLC	–	–	–	–	Not filed
Wrapmanager Inc	–	–	–	–	Not filed
Fiduciary Financial Group, LLC	–	–	–	–	Not filed
Klingman & Associates, LLC	–	–	–	–	Not filed
Bruce G. Allen Investments, LLC	–	–	–	–	Not filed
Allworth Financial LP	–	–	–	–	Not filed
Quantbot Technologies LP	–	–	–	–	Not filed
Barclays PLC	–	–	–	–	Not filed
Ares Financial Consulting, LLC	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Elequin Capital LP	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
Richardson Financial Services Inc.	–	–	–	–	Not filed
Te Ahumairangi Investment Management Ltd	–	–	–	–	Not filed
Fifth Third Bancorp	–	–	–	–	Not filed
Owl Creek Wealth Partners LLC	–	–	–	–	Not filed
Rosenberg Matthew Hamilton	–	–	–	–	Not filed
Cape Investment Advisory, Inc.	–	–	–	–	Not filed
Manchester Capital Management LLC	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Salomon & Ludwin, LLC	–	–	–	–	Not filed
Whittier Trust Co	–	–	–	–	Not filed
Bessemer Group Inc	–	–	–	–	Not filed
True Wealth Design, LLC	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
JFS Wealth Advisors, LLC	–	–	–	–	Not filed
NBC Securities, Inc.	–	–	–	–	Not filed
Zions Bancorporation, National Association	–	–	–	–	Not filed
Larson Financial Group LLC	–	–	–	–	Not filed
TD Private Client Wealth LLC	–	–	–	–	Not filed
Cornerstone Planning Group LLC	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
Bayban	–	–	–	–	Not filed
GW&K Investment Management, LLC	–	–	–	–	Not filed
Cullen/Frost Bankers, Inc.	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
FWL Investment Management, LLC	–	–	–	–	Not filed
Continuum Advisory, LLC	–	–	–	–	Not filed
Aventura Private Wealth, LLC	–	–	–	–	Not filed
Private Trust Co NA	–	–	–	–	Not filed
Financial Management Professionals, Inc.	–	–	–	–	Not filed
Signature Equity Partners, LLC	–	–	–	–	Not filed
SJS Investment Consulting Inc.	–	–	–	–	Not filed
Bare Financial Services, Inc	–	–	–	–	Not filed
Nisa Investment Advisors, LLC	–	–	–	–	Not filed
JPL Wealth Management, LLC	–	–	–	–	Not filed
ZRC Wealth Management, LLC	–	–	–	–	Not filed
Oakworth Capital, Inc.	–	–	–	–	Not filed
Highline Wealth Partners LLC	–	–	–	–	Not filed
Silver Grove Financial Group, Inc.	–	–	–	–	Not filed
Capital Analysts, LLC	–	–	–	–	Not filed
SHP Wealth Management	–	–	–	–	Not filed
Rossby Financial, LCC	–	–	–	–	Not filed
Basepoint Wealth LLC	–	–	–	–	Not filed
HHM Wealth Advisors, LLC	–	–	–	–	Not filed
Raffa Wealth Management, LLC	–	–	–	–	Not filed
First Command Advisory Services, Inc.	–	–	–	–	Not filed
Steigerwald, Gordon & Koch Inc.	–	–	–	–	Not filed
Cheviot Value Management, LLC	–	–	–	–	Not filed
Kilter Group LLC	–	–	–	–	Not filed
Financial Consulate, Inc	–	–	–	–	Not filed
Institute for Wealth Management, LLC.	–	–	–	–	Not filed
PFS Partners, LLC	–	–	–	–	Not filed
Albion Financial Group	–	–	–	–	Not filed
Strategic Wealth Partners, Ltd.	–	–	–	–	Not filed
Acumen Wealth Advisors, LLC	–	–	–	–	Not filed
WPG Advisers, LLC	–	–	–	–	Not filed
ORG Wealth Partners, LLC	–	–	–	–	Not filed
Synergy Investment Management, LLC	–	–	–	–	Not filed
Cherry Tree Wealth Management, LLC	–	–	–	–	Not filed
Principia Wealth Advisory, LLC	–	–	–	–	Not filed
Brown, Lisle/Cummings, Inc.	–	–	–	–	Not filed
BOK Financial Private Wealth, Inc.	–	–	–	–	Not filed
Arlington Trust Co LLC	–	–	–	–	Not filed
UMA Financial Services, Inc.	–	–	–	–	Not filed
Kayne Anderson Rudnick Investment Management LLC	–	–	–	–	Not filed
Triumph Capital Management	–	–	–	–	Not filed
Newbridge Financial Services Group, Inc.	–	–	–	–	Not filed
Bell Investment Advisors, Inc	–	–	–	–	Not filed
Spire Wealth Management	–	–	–	–	Not filed
JNBA Financial Advisors	–	–	–	–	Not filed
Ameritas Advisory Services, LLC	–	–	–	–	Not filed
Manning & Napier Advisors LLC	–	–	–	–	Not filed
LRI Investments, LLC	–	–	–	–	Not filed
Retirement Wealth Solutions LLC	–	–	–	–	Not filed
Creative Financial Designs Inc	–	–	–	–	Not filed
Park Square Financial Group, LLC	–	–	–	–	Not filed
Plante Moran Financial Advisors, LLC	–	–	–	–	Not filed
Gleason Group, Inc.	–	–	–	–	Not filed