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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 13,993 | $330.0K | 0.04% | −182−1.3% | Reduced |
| Acorn Creek Capital LLC | 14,059 | $331.5K | 0.11% | +33+0.2% | Added |
| State Street Corp | 13,954 | $333.1K | 0.00% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 14,257 | $336.2K | 0.04% | −25−0.2% | Reduced |
| Csenge Advisory Group | 14,522 | $342.4K | 0.01% | +506+3.6% | Added |
| Canopy Partners, LLC | 14,626 | $344.9K | 0.10% | +969+7.1% | Added |
| Choate Investment Advisors | 14,642 | $345.3K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 14,799 | $349.0K | 0.00% | −14,821−50.0% | Reduced |
| Riversedge Advisors, LLC | 14,936 | $352.2K | 0.05% | +4,447+42.4% | Added |
| Mattson Financial Services, LLC | 13,694 | $354.0K | 0.07% | +250+1.9% | Added |
| Transamerica Financial Advisors, Inc. | 15,076 | $355.5K | 0.03% | +228+1.5% | Added |
| Anchyra Partners LLC | 15,174 | $357.8K | 0.09% | +845+5.9% | Added |
| Athena Wealth Management, LLC | 15,378 | $362.6K | 0.27% | +1,470+10.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,476 | $364.9K | 0.01% | −1,024−6.2% | Reduced |
| Umb Bank N A | 15,504 | $365.6K | 0.00% | −421−2.6% | Reduced |
| Empowered Funds, LLC | 15,802 | $372.6K | 0.00% | +15,802 | New |
| Graham Capital Management, L.P. | 16,039 | $378.2K | 0.01% | +16,039 | New |
| Johnson Investment Counsel Inc | 16,388 | $386.4K | 0.00% | +144+0.9% | Added |
| Ronald Blue Trust, Inc. | 16,666 | $393.0K | 0.00% | −16−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 16,803 | $396.2K | 0.00% | −1,569−8.5% | Reduced |
| Sowell Financial Services LLC | 17,025 | $401.4K | 0.01% | −848−4.7% | Reduced |
| Sterling Capital Management LLC | 17,360 | $409.3K | 0.01% | +245+1.4% | Added |
| Ascent Group, LLC | 17,432 | $411.0K | 0.01% | +3,245+22.9% | Added |
| Independent Advisor Alliance | 17,674 | $416.8K | 0.01% | +2,739+18.3% | Added |
| Greenspring Advisors, LLC | 17,783 | $419.3K | 0.02% | +656+3.8% | Added |
| Kestra Advisory Services, LLC | 17,975 | $423.9K | 0.00% | −7,062−28.2% | Reduced |
| Modern Wealth Management, LLC | 18,002 | $424.5K | 0.01% | +1,960+12.2% | Added |
| New Republic Capital, LLC | 18,146 | $427.9K | 0.10% | +165+0.9% | Added |
| Xponance, Inc. | 18,336 | $432.4K | 0.00% | +18,336 | New |
| Atlas Capital Advisors LLC | 18,547 | $437.3K | 0.05% | +7,267+64.4% | Added |
| Abacus Wealth Partners, LLC | 18,878 | $445.1K | 0.05% | −42,752−69.4% | Reduced |
| Brighton Jones LLC | 19,175 | $452.2K | 0.01% | +1,518+8.6% | Added |
| Optas, LLC | 19,385 | $457.1K | 0.06% | +819+4.4% | Added |
| Gallacher Capital Management LLC | 19,713 | $464.8K | 0.26% | −14,931−43.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,886 | $468.9K | 0.00% | +214+1.1% | Added |
| Ewa, LLC | 20,065 | $473.1K | 0.09% | −1,663−7.7% | Reduced |
| Concurrent Investment Advisors, LLC | 20,141 | $474.9K | 0.00% | +763+3.9% | Added |
| Personal Cfo Solutions, LLC | 20,073 | $479.1K | 0.07% | +296+1.5% | Added |
| 71 West Capital Partners | 20,397 | $481.0K | 0.02% | +7,986+64.3% | Added |
| J.Safra Asset Management Corp | 20,702 | $488.2K | 0.02% | +1,236+6.3% | Added |
| West Family Investments, Inc. | 21,215 | $500.3K | 0.14% | +2,941+16.1% | Added |
| Basecamp Wealth Advisors LLC | 21,689 | $511.4K | 0.10% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 21,764 | $513.2K | 0.10% | +9,495+77.4% | Added |
| Valeo Financial Advisors, LLC | 22,193 | $523.3K | 0.01% | +4,323+24.2% | Added |
| Net Worth Advisory Group | 22,213 | $523.8K | 0.13% | −630−2.8% | Reduced |
| Aprio Wealth Management, LLC | 22,214 | $523.8K | 0.03% | +2,820+14.5% | Added |
| Engineers Gate Manager LP | 22,540 | $531.5K | 0.01% | +22,540 | New |
| Seeds Investor LLC | 23,155 | $546.0K | 0.06% | +338+1.5% | Added |
| EP Wealth Advisors, LLC | 23,250 | $548.2K | 0.00% | +4,303+22.7% | Added |
| EntryPoint Capital, LLC | 23,684 | $558.5K | 0.14% | +11,159+89.1% | Added |
| Drive Wealth Management, LLC | 23,514 | $560.8K | 0.10% | +1,739+8.0% | Added |
| Evolve Private Wealth, LLC | 23,919 | $564.0K | 0.03% | +2,257+10.4% | Added |
| Integrated Wealth Concepts LLC | 23,945 | $564.6K | 0.00% | −827−3.3% | Reduced |
| Five Oceans Advisors | 24,405 | $575.5K | 0.18% | 00.0% | Unchanged |
| We Are One Seven, LLC | 24,507 | $577.9K | 0.01% | +24,507 | New |
| Frec Markets, Inc. | 24,538 | $578.6K | 0.05% | +4,023+19.6% | Added |
| Flow Traders U.S. LLC | 25,010 | $590.0K | 0.02% | +25,010 | New |
| Entropy Technologies, LP | 25,309 | $596.8K | 0.02% | −1,264−4.8% | Reduced |
| Trust Point Inc. | 25,437 | $599.8K | 0.05% | +1,328+5.5% | Added |
| Channing Global Advisors, LLC | 25,513 | $601.6K | 0.31% | +8,850+53.1% | Added |
| Traveka Wealth, LLC | 26,630 | $627.9K | 0.21% | −96−0.4% | Reduced |
| Shelton Capital Management | 27,125 | $639.6K | 0.01% | +968+3.7% | Added |
| Burns Matteson Capital Management, LLC | 27,310 | $644.0K | 0.20% | +292+1.1% | Added |
| Bridgewater Advisors Inc. | 25,657 | $647.8K | 0.04% | +383+1.5% | Added |
| Catalytic Wealth RIA, LLC | 27,793 | $655.4K | 0.04% | +12,384+80.4% | Added |
| Jain Global LLC | 28,102 | $662.6K | 0.01% | −37,800−57.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 28,562 | $673.5K | 0.00% | +451+1.6% | Added |
| Schroder Investment Management Group | 28,651 | $679.3K | 0.00% | +40+0.1% | Added |
| Gateway Wealth Partners, LLC | 29,009 | $684.0K | 0.04% | +517+1.8% | Added |
| Principal Street Partners, LLC | 29,475 | $695.0K | 0.10% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 29,776 | $702.1K | 0.23% | +2,681+9.9% | Added |
| GeoWealth Management, LLC | 30,744 | $724.9K | 0.02% | +11,480+59.6% | Added |
| Sagespring Wealth Partners, LLC | 30,744 | $725.0K | 0.01% | +1,059+3.6% | Added |
| Lazard Asset Management LLC | 31,503 | $742.8K | 0.00% | −90−0.3% | Reduced |
| Tred Avon Family Wealth, LLC | 31,695 | $747.4K | 0.23% | 00.0% | Unchanged |
| Mather Group, LLC. | 32,661 | $770.1K | 0.01% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 32,798 | $773.4K | 0.01% | −22−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 32,865 | $775.0K | 0.07% | −439−1.3% | Reduced |
| Bleakley Financial Group, LLC | 32,905 | $775.9K | 0.01% | +8,596+35.4% | Added |
| Jefferies Financial Group Inc. | 33,526 | $790.5K | 0.01% | +4,140+14.1% | Added |
| Sage Rhino Capital LLC | 34,090 | $803.8K | 0.13% | +103+0.3% | Added |
| Kathmere Capital Management, LLC | 34,301 | $808.8K | 0.04% | +9,597+38.8% | Added |
| Flputnam Investment Management Co | 34,759 | $819.6K | 0.01% | +1,084+3.2% | Added |
| Lido Advisors, LLC | 34,708 | $828.1K | 0.00% | +1,701+5.2% | Added |
| Cordatus Wealth Management LLC | 35,169 | $829.3K | 0.18% | +339+1.0% | Added |
| Bailard, Inc. | 35,290 | $832.1K | 0.02% | −1,124−3.1% | Reduced |
| RNC Capital Management LLC | 35,379 | $834.2K | 0.03% | −11,820−25.0% | Reduced |
| Prospera Financial Services Inc | 35,565 | $838.6K | 0.01% | −183−0.5% | Reduced |
| Merit Financial Group, LLC | 36,244 | $854.6K | 0.01% | +7,161+24.6% | Added |
| Abel Hall, LLC | 36,491 | $860.5K | 0.15% | +1,605+4.6% | Added |
| Sanctuary Advisors, LLC | 36,899 | $870.1K | 0.00% | +14,902+67.7% | Added |
| Coldstream Capital Management Inc | 36,691 | $871.1K | 0.01% | −18,430−33.4% | Reduced |
| Pzena Investment Management LLC | 37,322 | $880.1K | 0.00% | +4,774+14.7% | Added |
| NewEdge Wealth, LLC | 39,951 | $942.0K | 0.01% | +9,929+33.1% | Added |
| Legacy Wealth Asset Management, LLC | 41,147 | $970.2K | 0.21% | −40−0.1% | Reduced |
| Jane Street Group, LLC | 41,214 | $971.8K | 0.00% | −1,203,689−96.7% | Reduced |
| Flatrock Wealth Partners LLC | 40,757 | $972.8K | 0.38% | +565+1.4% | Added |
| Syon Capital LLC | 41,381 | $975.8K | 0.04% | +2,301+5.9% | Added |
| Themes Management Co LLC | 41,750 | $984.5K | 0.65% | −7,225−14.8% | Reduced |
| Venturi Wealth Management, LLC | 41,855 | $986.9K | 0.04% | +5,213+14.2% | Added |