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, Q2 2026
Institutional positions in Sumitomo Mitsui Financial Group, Inc. as of Jun 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
- Institutional holders
- 463
- +22 vs. Q1 2026
- Shares held
- 134.0M
- +10.4M (+8.4%) vs. Q1 2026
- Total value
- $3.16B
- +$719.6M (+29.5%) vs. Q1 2026
- New holders
- 65
- 228 more added
- Sold out
- 43
- 95 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Sumitomo Mitsui Financial Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kingdom Financial Group LLC. | 0 | $10 | 0.00% | 0 | Unchanged |
| Trust Co | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 2 | $47 | 0.00% | +2 | New |
| TD Waterhouse Canada Inc. | 6 | $144 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 11 | $259 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 14 | $330 | 0.00% | +14 | New |
| Nvest Wealth Strategies, Inc. | 17 | $401 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 19 | $448 | 0.00% | +19 | New |
| Noble Wealth Management PBC | 19 | $448 | 0.00% | +19 | New |
| Mosley Wealth Management | 22 | $519 | 0.00% | +22 | New |
| Game Plan Financial Advisors, LLC | 30 | $707 | 0.00% | +30 | New |
| Grove Bank & Trust | 40 | $943 | 0.00% | +40 | New |
| TD Capital Management LLC | 42 | $980 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 59 | $1.00K | 0.00% | −1,647−96.5% | Reduced |
| Abound Wealth Management | 45 | $1.06K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 46 | $1.08K | 0.00% | +46 | New |
| Silicon Valley Capital Partners | 47 | $1.11K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 48 | $1.13K | 0.00% | +48 | New |
| Monetary Solutions, Ltd | 51 | $1.20K | 0.00% | +51 | New |
| Breakwater Investment Management | 53 | $1.25K | 0.00% | +53 | New |
| Golden State Wealth Management, LLC | 58 | $1.37K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 59 | $1.39K | 0.00% | −126−68.1% | Reduced |
| Caitlin John, LLC | 59 | $1.39K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 62 | $1.45K | 0.00% | +62 | New |
| Cassaday & Co Wealth Management LLC | 64 | $1.51K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 67 | $1.58K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 69 | $1.63K | 0.00% | +69 | New |
| Stone House Investment Management, LLC | 71 | $1.67K | 0.00% | +52+273.7% | Added |
| MidFirst Bank | 74 | $1.75K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 75 | $1.77K | 0.00% | +75 | New |
| Godfrey Financial Associates, Inc. | 79 | $1.86K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 87 | $2.05K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 88 | $2.08K | 0.00% | +56+175.0% | Added |
| St Germain D J Co Inc | 91 | $2.15K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 99 | $2.33K | 0.00% | +66+200.0% | Added |
| Trifecta Capital Advisors, LLC | 106 | $2.50K | 0.00% | +106 | New |
| CVA Family Office, LLC | 115 | $2.71K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 116 | $2.73K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 117 | $2.76K | 0.00% | +117 | New |
| Elevated Capital Advisors, LLC | 125 | $2.95K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 125 | $2.95K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 126 | $2.97K | 0.00% | +53+72.6% | Added |
| CX Institutional | 142 | $3.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 112 | $3.00K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 131 | $3.09K | 0.00% | +131 | New |
| National Bank of Canada | 134 | $3.15K | 0.00% | −154−53.5% | Reduced |
| Glen Eagle Advisors, LLC | 147 | $3.47K | 0.00% | +147 | New |
| Quent Capital, LLC | 150 | $3.54K | 0.00% | +150 | New |
| Nemes Rush Group LLC | 151 | $3.56K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 159 | $3.75K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 164 | $3.87K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 162 | $4.10K | 0.00% | +162 | New |
| Whipplewood Advisors, LLC | 174 | $4.10K | 0.00% | −904−83.9% | Reduced |
| Johnson Financial Group, Inc. | 202 | $4.76K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 212 | $5.00K | 0.00% | +212 | New |
| Motco | 220 | $5.19K | 0.00% | +220 | New |
| Independence Bank of Kentucky | 225 | $5.31K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 226 | $5.33K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 244 | $5.75K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 248 | $5.85K | 0.00% | +86+53.1% | Added |
| American Capital Advisory, LLC | 248 | $5.85K | 0.00% | +144+138.5% | Added |
| Clean Yield Group | 250 | $5.89K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 250 | $5.89K | 0.00% | +250 | New |
| MV Capital Management, Inc. | 252 | $5.94K | 0.00% | +91+56.5% | Added |
| Burk Holdings LLC | 255 | $6.01K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 265 | $6.25K | 0.00% | +265 | New |
| Plante Moran Financial Advisors, LLC | 271 | $6.39K | 0.00% | +271 | New |
| Park Square Financial Group, LLC | 274 | $6.46K | 0.06% | −103−27.3% | Reduced |
| Creative Financial Designs Inc | 311 | $7.33K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 313 | $7.38K | 0.00% | +58+22.7% | Added |
| LRI Investments, LLC | 332 | $7.83K | 0.00% | +168+102.4% | Added |
| Manning & Napier Advisors LLC | 337 | $7.99K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 345 | $8.13K | 0.00% | −12,359−97.3% | Reduced |
| JNBA Financial Advisors | 361 | $8.51K | 0.00% | +269+292.4% | Added |
| Spire Wealth Management | 377 | $8.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 384 | $9.05K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 393 | $9.27K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 393 | $9.27K | 0.00% | +36+10.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 422 | $9.95K | 0.00% | +24+6.0% | Added |
| UMA Financial Services, Inc. | 433 | $10.2K | 0.00% | +96+28.5% | Added |
| Arlington Trust Co LLC | 446 | $10.5K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 470 | $11.1K | 0.00% | +470 | New |
| Brown, Lisle/Cummings, Inc. | 472 | $11.1K | 0.00% | −146−23.6% | Reduced |
| Principia Wealth Advisory, LLC | 511 | $12.0K | 0.01% | +35+7.4% | Added |
| Cherry Tree Wealth Management, LLC | 533 | $12.6K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 516 | $12.9K | 0.00% | +516 | New |
| ORG Wealth Partners, LLC | 566 | $13.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 580 | $13.7K | 0.01% | −6−1.0% | Reduced |
| Acumen Wealth Advisors, LLC | 616 | $14.5K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 618 | $14.6K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 644 | $15.2K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 648 | $15.3K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 670 | $15.8K | 0.00% | +670 | New |
| Financial Consulate, Inc | 694 | $16.4K | 0.00% | +367+112.2% | Added |
| Kilter Group LLC | 696 | $16.4K | 0.01% | +569+448.0% | Added |
| Cheviot Value Management, LLC | 728 | $17.2K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 750 | $17.7K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 756 | $17.8K | 0.00% | +485+179.0% | Added |
| Raffa Wealth Management, LLC | 785 | $18.5K | 0.00% | +284+56.7% | Added |