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
Diversify Wealth Management, LLC	–	–	–	–	Not filed
BTC Capital Management, Inc.	–	–	–	–	Not filed
Pekin Hardy Strauss, Inc.	–	–	–	–	Not filed
Rhumbline Advisers	–	–	–	–	Not filed
Atomi Financial Group, Inc.	–	–	–	–	Not filed
Colony Group, LLC	–	–	–	–	Not filed
Brinker Capital Investments, LLC	–	–	–	–	Not filed
Sequoia Financial Advisors, LLC	–	–	–	–	Not filed
Ninepoint Partners LP	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
Aaron Wealth Advisors	–	–	–	–	Not filed
CIBC Asset Management Inc	–	–	–	–	Not filed
Vestmark Advisory Solutions, Inc.	–	–	–	–	Not filed
Keybank National Association	–	–	–	–	Not filed
CI Private Wealth, LLC	–	–	–	–	Not filed
Principal Securities, Inc.	–	–	–	–	Not filed
United Capital Financial Advisers, LLC	–	–	–	–	Not filed
Dorsey Wright & Associates	–	–	–	–	Not filed
Alliancebernstein L.P.	–	–	–	–	Not filed
Alphadyne Asset Management LP	–	–	–	–	Not filed
Ballentine Partners, LLC	–	–	–	–	Not filed
Myriad Asset Management Advisors LLC	–	–	–	–	Not filed
HRT Financial LP	–	–	–	–	Not filed
RSM US Wealth Management LLC	–	–	–	–	Not filed
Mount Yale Investment Advisors, LLC	–	–	–	–	Not filed
M&T Bank Corp	–	–	–	–	Not filed
Dorsey & Whitney Trust CO LLC	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Y-Intercept (Hong Kong) Ltd	–	–	–	–	Not filed
Millennium Management LLC	–	–	–	–	Not filed
Sivia Capital Partners, LLC	–	–	–	–	Not filed
Lockheed Martin Investment Management Co	–	–	–	–	Not filed
Redhawk Wealth Advisors, Inc.	–	–	–	–	Not filed
Franklin Resources Inc	–	–	–	–	Not filed
Oppenheimer Asset Management Inc.	–	–	–	–	Not filed
1832 Asset Management L.P.	–	–	–	–	Not filed
BNP Paribas Arbitrage, SA	–	–	–	–	Not filed
Summit Trail Advisors, LLC	–	–	–	–	Not filed
New York State Common Retirement Fund	–	–	–	–	Not filed
Integrated Quantitative Investments LLC	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
Atria Investments LLC	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
Dynasty Wealth Management, LLC	–	–	–	–	Not filed
Mission Wealth Management, LP	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
William Blair Investment Management, LLC	–	–	–	–	Not filed
Wealth Enhancement Advisory Services, LLC	–	–	–	–	Not filed
AdvisorShares Investments LLC	–	–	–	–	Not filed
Walleye Capital LLC	–	–	–	–	Not filed
Farther Finance Advisors, LLC	–	–	–	–	Not filed
HB Wealth Management, LLC	–	–	–	–	Not filed
PDS Planning, Inc	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
Savant Capital, LLC	–	–	–	–	Not filed
Summit Financial, LLC	–	–	–	–	Not filed
Limestone Investment Advisors LP	–	–	–	–	Not filed
Storgate, LLC	–	–	–	–	Not filed
Truist Financial Corp	–	–	–	–	Not filed
Ellevest, Inc.	–	–	–	–	Not filed
Louisbourg Investments Inc.	–	–	–	–	Not filed
Glenmede Trust Co NA	–	–	–	–	Not filed
Dakota Wealth Management	–	–	–	–	Not filed
Checchi Capital Advisers, LLC	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
Venturi Wealth Management, LLC	–	–	–	–	Not filed
Themes Management Co LLC	–	–	–	–	Not filed
Syon Capital LLC	–	–	–	–	Not filed
Flatrock Wealth Partners LLC	–	–	–	–	Not filed
Jane Street Group, LLC	–	–	–	–	Not filed
Legacy Wealth Asset Management, LLC	–	–	–	–	Not filed
NewEdge Wealth, LLC	–	–	–	–	Not filed
Pzena Investment Management LLC	–	–	–	–	Not filed
Coldstream Capital Management Inc	–	–	–	–	Not filed
Sanctuary Advisors, LLC	–	–	–	–	Not filed
Abel Hall, LLC	–	–	–	–	Not filed
Merit Financial Group, LLC	–	–	–	–	Not filed
Prospera Financial Services Inc	–	–	–	–	Not filed
RNC Capital Management LLC	–	–	–	–	Not filed
Bailard, Inc.	–	–	–	–	Not filed
Cordatus Wealth Management LLC	–	–	–	–	Not filed
Lido Advisors, LLC	–	–	–	–	Not filed
Flputnam Investment Management Co	–	–	–	–	Not filed
Kathmere Capital Management, LLC	–	–	–	–	Not filed
Sage Rhino Capital LLC	–	–	–	–	Not filed
Jefferies Financial Group Inc.	–	–	–	–	Not filed
Bleakley Financial Group, LLC	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
Westwood Holdings Group Inc.	–	–	–	–	Not filed
Mather Group, LLC.	–	–	–	–	Not filed
Tred Avon Family Wealth, LLC	–	–	–	–	Not filed
Lazard Asset Management LLC	–	–	–	–	Not filed
Sagespring Wealth Partners, LLC	–	–	–	–	Not filed
GeoWealth Management, LLC	–	–	–	–	Not filed
SmartHarvest Portfolios, LLC	–	–	–	–	Not filed
Principal Street Partners, LLC	–	–	–	–	Not filed
Gateway Wealth Partners, LLC	–	–	–	–	Not filed
Schroder Investment Management Group	–	–	–	–	Not filed
Chevy Chase Trust Holdings, Inc.	–	–	–	–	Not filed