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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 806 | $19.0K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 818 | $19.3K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 854 | $20.1K | 0.00% | +67+8.5% | Added |
| SHP Wealth Management | 874 | $20.6K | 0.00% | +276+46.2% | Added |
| Capital Analysts, LLC | 882 | $21.0K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 893 | $21.0K | 0.01% | +893 | New |
| Highline Wealth Partners LLC | 902 | $21.3K | 0.00% | +34+3.9% | Added |
| Oakworth Capital, Inc. | 921 | $21.7K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 928 | $21.9K | 0.01% | +928 | New |
| JPL Wealth Management, LLC | 937 | $22.1K | 0.00% | −415−30.7% | Reduced |
| Nisa Investment Advisors, LLC | 948 | $22.5K | 0.00% | +460+94.3% | Added |
| Bare Financial Services, Inc | 997 | $23.5K | 0.01% | +654+190.7% | Added |
| SJS Investment Consulting Inc. | 1,116 | $26.3K | 0.00% | +364+48.4% | Added |
| Signature Equity Partners, LLC | 1,135 | $26.8K | 0.01% | −29−2.5% | Reduced |
| Financial Management Professionals, Inc. | 1,141 | $27.3K | 0.00% | −86−7.0% | Reduced |
| Private Trust Co NA | 1,187 | $28.0K | 0.00% | +81+7.3% | Added |
| Aventura Private Wealth, LLC | 1,193 | $28.1K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,201 | $28.3K | 0.00% | +1,201 | New |
| FWL Investment Management, LLC | 1,249 | $29.5K | 0.01% | +932+294.0% | Added |
| Essential Partners LLC | 1,300 | $30.7K | 0.01% | +251+23.9% | Added |
| Cullen/Frost Bankers, Inc. | 1,377 | $32.5K | 0.00% | +53+4.0% | Added |
| GW&K Investment Management, LLC | 1,421 | $34.0K | 0.00% | +6+0.4% | Added |
| Bayban | 1,532 | $36.1K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,626 | $38.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,737 | $45.3K | 0.01% | −150−7.9% | Reduced |
| TD Private Client Wealth LLC | 2,001 | $47.2K | 0.00% | −444−18.2% | Reduced |
| Larson Financial Group LLC | 2,207 | $52.0K | 0.00% | +604+37.7% | Added |
| Zions Bancorporation, National Association | 2,336 | $55.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,378 | $56.1K | 0.00% | −359−13.1% | Reduced |
| JFS Wealth Advisors, LLC | 2,409 | $56.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,651 | $62.5K | 0.00% | +580+28.0% | Added |
| Rothschild Investment LLC | 2,858 | $67.4K | 0.00% | +913+46.9% | Added |
| True Wealth Design, LLC | 2,925 | $69.0K | 0.02% | +650+28.6% | Added |
| Bessemer Group Inc | 3,169 | $75.0K | 0.00% | +25+0.8% | Added |
| Whittier Trust Co | 2,945 | $75.1K | 0.00% | +2,945 | New |
| Salomon & Ludwin, LLC | 3,421 | $82.3K | 0.01% | +1,410+70.1% | Added |
| Huntington National Bank | 3,727 | $87.9K | 0.00% | +644+20.9% | Added |
| Manchester Capital Management LLC | 3,752 | $88.5K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3,819 | $90.1K | 0.02% | +3,819 | New |
| Rosenberg Matthew Hamilton | 3,827 | $90.2K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 3,989 | $94.1K | 0.03% | −44−1.1% | Reduced |
| Fifth Third Bancorp | 4,052 | $95.5K | 0.00% | −191−4.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 4,216 | $99.4K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 4,246 | $100.1K | 0.06% | +408+10.6% | Added |
| Harbour Investments, Inc. | 4,958 | $116.9K | 0.00% | −8−0.2% | Reduced |
| Elequin Capital LP | 5,105 | $120.4K | 0.00% | +5,105 | New |
| Parkside Financial Bank & Trust | 5,190 | $122.4K | 0.01% | +157+3.1% | Added |
| Ares Financial Consulting, LLC | 5,767 | $136.0K | 0.10% | 00.0% | Unchanged |
| Barclays PLC | 5,823 | $137.3K | 0.00% | +1,787+44.3% | Added |
| Quantbot Technologies LP | 5,974 | $140.9K | 0.01% | −15,446−72.1% | Reduced |
| Allworth Financial LP | 7,238 | $170.7K | 0.00% | −454−5.9% | Reduced |
| Bruce G. Allen Investments, LLC | 8,546 | $201.5K | 0.13% | +97+1.1% | Added |
| Klingman & Associates, LLC | 8,566 | $202.0K | 0.01% | +8,566 | New |
| Fiduciary Financial Group, LLC | 8,577 | $202.2K | 0.02% | +8,577 | New |
| Wrapmanager Inc | 8,613 | $203.1K | 0.06% | +8,613 | New |
| V-Square Quantitative Management LLC | 8,709 | $205.4K | 0.02% | +1,010+13.1% | Added |
| Brown Brothers Harriman & Co | 8,745 | $206.2K | 0.00% | +2,995+52.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 8,827 | $208.1K | 0.07% | +8,827 | New |
| E Fund Management Co., Ltd. | 8,827 | $208.1K | 0.00% | +8,827 | New |
| Capital Performance Advisors LLP | 8,907 | $210.0K | 0.01% | −5,753−39.2% | Reduced |
| Pallas Capital Advisors LLC | 9,017 | $212.6K | 0.01% | +9,017 | New |
| LVW Advisors, LLC | 9,132 | $215.3K | 0.02% | +9,132 | New |
| Brown Advisory Inc | 9,161 | $216.0K | 0.00% | −9,697−51.4% | Reduced |
| CIBC Bancorp USA Inc. | 9,240 | $217.9K | 0.00% | −2,779−23.1% | Reduced |
| Clearstead Advisors, LLC | 9,424 | $222.2K | 0.00% | −9,424−50.0% | Reduced |
| May Hill Capital, LLC | 9,539 | $224.9K | 0.05% | +9,539 | New |
| Rehmann Capital Advisory Group | 9,546 | $225.4K | 0.01% | +9,546 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 10,009 | $236.0K | 0.01% | −9,791−49.4% | Reduced |
| Pensionmark Financial Group, LLC | 12,066 | $248.4K | 0.00% | −1,443−10.7% | Reduced |
| Xxi Wealth, LLC | 10,804 | $254.8K | 0.12% | +695+6.9% | Added |
| Werba Rubin Papier Wealth Management | 10,832 | $255.4K | 0.03% | −118−1.1% | Reduced |
| GWM Advisors LLC | 10,911 | $257.3K | 0.00% | +9,951+1,036.6% | Added |
| Yousif Capital Management, LLC | 10,957 | $258.4K | 0.00% | −43,372−79.8% | Reduced |
| Brucke Financial, Inc. | 11,215 | $264.4K | 0.12% | −332−2.9% | Reduced |
| Perigon Wealth Management, LLC | 11,218 | $264.5K | 0.00% | +11,218 | New |
| Tranquilli Financial Advisor LLC | 11,256 | $265.4K | 0.14% | +358+3.3% | Added |
| TCG Advisory Services, LLC | 11,279 | $266.0K | 0.00% | +11,279 | New |
| Coastal Bridge Advisors, LLC | 11,407 | $269.0K | 0.02% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 11,349 | $270.2K | 0.01% | +943+9.1% | Added |
| Jackson Thornton Asset Management, LLC | 11,877 | $280.1K | 0.02% | +11,877 | New |
| Keel Point, LLC | 11,952 | $281.8K | 0.02% | +1,692+16.5% | Added |
| Syverson Strege & Co | 11,989 | $282.7K | 0.06% | −35−0.3% | Reduced |
| Keebeck Wealth Management, LLC | 12,176 | $288.2K | 0.03% | +12,176 | New |
| Pure Financial Advisors, Inc. | 12,223 | $288.2K | 0.00% | +12,223 | New |
| Buckingham Strategic Partners | 12,285 | $289.7K | 0.00% | +12,285 | New |
| EverSource Wealth Advisors, LLC | 12,385 | $292.0K | 0.01% | −20,449−62.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,438 | $293.3K | 0.00% | +9,041+266.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,451 | $294.0K | 0.00% | +285+2.3% | Added |
| Brown Financial Advisors | 12,577 | $296.6K | 0.10% | −57−0.5% | Reduced |
| Chilton Investment Co LLC | 13,124 | $309.5K | 0.01% | −95,313−87.9% | Reduced |
| Wedmont Private Capital | 12,111 | $311.7K | 0.01% | −2,111−14.8% | Reduced |
| Apollon Wealth Management, LLC | 13,223 | $311.8K | 0.00% | +1,454+12.4% | Added |
| Fund Advisors of America Inc | 13,299 | $313.6K | 0.28% | +405+3.1% | Added |
| Intergy Private Wealth, LLC | 13,304 | $313.7K | 0.07% | +671+5.3% | Added |
| MAI Capital Management | 13,484 | $319.7K | 0.00% | +4,313+47.0% | Added |
| Victory Capital Management Inc | 13,611 | $320.9K | 0.00% | +13,611 | New |
| Envestnet Portfolio Solutions, Inc. | 13,845 | $326.5K | 0.00% | +1,835+15.3% | Added |
| Caitong International Asset Management Co., Ltd | 13,845 | $326.5K | 0.04% | +6,868+98.4% | Added |
| Cresset Asset Management, LLC | 13,764 | $328.3K | 0.00% | −2,869−17.2% | Reduced |
| Cromwell Holdings LLC | 13,841 | $329.9K | 0.15% | 00.0% | Unchanged |