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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 41,927 | $988.6K | 0.01% | +32,455+342.6% | Added |
| GAMMA Investing LLC | 42,429 | $1.00M | 0.04% | +6,282+17.4% | Added |
| Versant Capital Management, Inc | 43,849 | $1.03M | 0.09% | +741+1.7% | Added |
| Checchi Capital Advisers, LLC | 43,997 | $1.03M | 0.07% | −877−2.0% | Reduced |
| Dakota Wealth Management | 44,373 | $1.05M | 0.02% | +6,210+16.3% | Added |
| Glenmede Trust Co NA | 44,436 | $1.05M | 0.00% | +448+1.0% | Added |
| Louisbourg Investments Inc. | 44,652 | $1.05M | 0.19% | 00.0% | Unchanged |
| Ellevest, Inc. | 45,842 | $1.08M | 0.13% | +124+0.3% | Added |
| Truist Financial Corp | 46,543 | $1.10M | 0.00% | +651+1.4% | Added |
| Storgate, LLC | 46,764 | $1.10M | 0.23% | +29,587+172.2% | Added |
| Limestone Investment Advisors LP | 47,905 | $1.13M | 0.57% | 00.0% | Unchanged |
| Summit Financial, LLC | 48,673 | $1.16M | 0.01% | −412−0.8% | Reduced |
| Savant Capital, LLC | 54,021 | $1.18M | 0.00% | +24,658+84.0% | Added |
| Hantz Financial Services, Inc. | 50,386 | $1.19M | 0.02% | +11,436+29.4% | Added |
| PDS Planning, Inc | 50,641 | $1.19M | 0.07% | +422+0.8% | Added |
| HB Wealth Management, LLC | 51,663 | $1.22M | 0.01% | +2,615+5.3% | Added |
| Farther Finance Advisors, LLC | 52,124 | $1.23M | 0.01% | +11,631+28.7% | Added |
| Walleye Capital LLC | 53,857 | $1.27M | 0.01% | +53,857 | New |
| AdvisorShares Investments LLC | 54,800 | $1.29M | 0.16% | −3,940−6.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 50,787 | $1.31M | 0.00% | +10,841+27.1% | Added |
| William Blair Investment Management, LLC | 57,660 | $1.36M | 0.00% | −18,406−24.2% | Reduced |
| Parallel Advisors, LLC | 58,138 | $1.37M | 0.02% | +518+0.9% | Added |
| Mission Wealth Management, LP | 59,019 | $1.39M | 0.02% | +6,108+11.5% | Added |
| Dynasty Wealth Management, LLC | 59,684 | $1.41M | 0.01% | +42,206+241.5% | Added |
| Advisor Group Holdings, Inc. | 60,949 | $1.44M | 0.00% | +2,029+3.4% | Added |
| Atria Investments LLC | 61,156 | $1.44M | 0.01% | +3,345+5.8% | Added |
| Global Retirement Partners, LLC | 62,091 | $1.46M | 0.02% | +62,091 | New |
| Integrated Quantitative Investments LLC | 65,381 | $1.54M | 0.25% | −65,381−50.0% | Reduced |
| New York State Common Retirement Fund | 65,381 | $1.54M | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 65,517 | $1.54M | 0.02% | +877+1.4% | Added |
| BNP Paribas Arbitrage, SA | 66,638 | $1.57M | 0.00% | +306+0.5% | Added |
| 1832 Asset Management L.P. | 67,070 | $1.58M | 0.00% | +9,377+16.3% | Added |
| Oppenheimer Asset Management Inc. | 70,106 | $1.65M | 0.02% | +1,278+1.9% | Added |
| Franklin Resources Inc | 70,456 | $1.66M | 0.00% | −12,094−14.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 73,281 | $1.73M | 0.17% | +2,573+3.6% | Added |
| Lockheed Martin Investment Management Co | 73,870 | $1.74M | 0.07% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 75,546 | $1.78M | 0.22% | +38,814+105.7% | Added |
| Millennium Management LLC | 76,206 | $1.80M | 0.00% | −35,112−31.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 76,263 | $1.80M | 0.04% | +16,684+28.0% | Added |
| Smartleaf Asset Management LLC | 76,040 | $1.80M | 0.06% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 77,486 | $1.83M | 0.09% | +1,169+1.5% | Added |
| M&T Bank Corp | 78,578 | $1.85M | 0.01% | +7,556+10.6% | Added |
| Mount Yale Investment Advisors, LLC | 80,785 | $1.91M | 0.04% | +4,122+5.4% | Added |
| RSM US Wealth Management LLC | 81,395 | $1.92M | 0.02% | +4,285+5.6% | Added |
| HRT Financial LP | 81,755 | $1.93M | 0.00% | +81,755 | New |
| Myriad Asset Management Advisors LLC | 82,080 | $1.94M | 0.46% | +82,080 | New |
| Ballentine Partners, LLC | 82,093 | $1.94M | 0.02% | +9,080+12.4% | Added |
| Alphadyne Asset Management LP | 82,753 | $1.95M | 0.09% | +82,753 | New |
| Alliancebernstein L.P. | 103,811 | $2.05M | 0.00% | −4,144−3.8% | Reduced |
| Dorsey Wright & Associates | 91,502 | $2.16M | 0.37% | −36,726−28.6% | Reduced |
| United Capital Financial Advisers, LLC | 92,438 | $2.18M | 0.01% | +4,226+4.8% | Added |
| Principal Securities, Inc. | 92,822 | $2.19M | 0.03% | +4,580+5.2% | Added |
| CI Private Wealth, LLC | 95,045 | $2.24M | 0.00% | −10,027−9.5% | Reduced |
| Keybank National Association | 95,804 | $2.26M | 0.01% | +24,874+35.1% | Added |
| Vestmark Advisory Solutions, Inc. | 97,721 | $2.30M | 0.02% | +10,474+12.0% | Added |
| CIBC Asset Management Inc | 102,614 | $2.33M | 0.01% | −18,684−15.4% | Reduced |
| Aaron Wealth Advisors | 101,462 | $2.39M | 0.12% | +9,952+10.9% | Added |
| Rockefeller Capital Management L.P. | 106,210 | $2.50M | 0.00% | +5,278+5.2% | Added |
| Ninepoint Partners LP | 106,929 | $2.52M | 0.22% | +69,505+185.7% | Added |
| Sequoia Financial Advisors, LLC | 109,279 | $2.58M | 0.01% | −43,607−28.5% | Reduced |
| Brinker Capital Investments, LLC | 111,339 | $2.63M | 0.02% | +12,584+12.7% | Added |
| Colony Group, LLC | 112,556 | $2.66M | 0.00% | +14,957+15.3% | Added |
| Atomi Financial Group, Inc. | 123,073 | $2.90M | 0.08% | +9,446+8.3% | Added |
| Rhumbline Advisers | 123,552 | $2.91M | 0.00% | +9,563+8.4% | Added |
| Pekin Hardy Strauss, Inc. | 126,375 | $2.98M | 0.26% | +6,450+5.4% | Added |
| BTC Capital Management, Inc. | 127,667 | $3.01M | 0.18% | +5,108+4.2% | Added |
| Diversify Wealth Management, LLC | 116,391 | $3.07M | 0.05% | −2,856−2.4% | Reduced |
| Diversify Advisory Services, LLC | 116,391 | $3.07M | 0.05% | +116,391 | New |
| Greenleaf Trust | 131,754 | $3.11M | 0.03% | −4,583−3.4% | Reduced |
| UBS Asset Management Americas Inc | 134,555 | $3.17M | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 137,775 | $3.25M | 0.00% | −7,287−5.0% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 138,754 | $3.27M | 0.39% | +673+0.5% | Added |
| Ritholtz Wealth Management | 139,625 | $3.29M | 0.05% | +3,301+2.4% | Added |
| Advisors Asset Management, Inc. | 141,675 | $3.34M | 0.05% | +2,085+1.5% | Added |
| Barometer Capital Management Inc. | 143,600 | $3.39M | 0.94% | +16,700+13.2% | Added |
| Evergreen Capital Management LLC | 148,899 | $3.51M | 0.06% | +40,888+37.9% | Added |
| CAPROCK Group, Inc. | 149,157 | $3.56M | 0.07% | +2,516+1.7% | Added |
| Nuveen, LLC | 155,052 | $3.66M | 0.00% | +155,052 | New |
| DJE Kapital AG | 94,049 | $3.67M | 0.07% | −6,421−6.4% | Reduced |
| Neuberger Berman Group LLC | 159,544 | $3.76M | 0.00% | +17,167+12.1% | Added |
| Ieq Capital, LLC | 162,467 | $3.83M | 0.02% | +16,976+11.7% | Added |
| Susquehanna International Group, LLP | 163,083 | $3.85M | 0.00% | +149,438+1,095.2% | Added |
| Lee Johnson Capital Management, LLC | 163,993 | $3.87M | 1.21% | +163,993 | New |
| Park Avenue Securities LLC | 165,726 | $3.91M | 0.02% | +165,726 | New |
| Naviter Wealth, LLC | 172,721 | $4.12M | 0.37% | +36,776+27.1% | Added |
| Mercer Global Advisors Inc | 175,094 | $4.13M | 0.01% | −1,896−1.1% | Reduced |
| Jones Financial Companies LLLP | 173,711 | $4.14M | 0.00% | +69,725+67.1% | Added |
| First Trust Advisors LP | 188,474 | $4.44M | 0.00% | −5,512−2.8% | Reduced |
| Voloridge Investment Management, LLC | 196,100 | $4.62M | 0.02% | −94,598−32.5% | Reduced |
| JustInvest LLC | 204,401 | $4.82M | 0.04% | +3,867+1.9% | Added |
| Calamos Wealth Management LLC | 206,378 | $4.87M | 0.15% | +21,098+11.4% | Added |
| The PNC Financial Services Group, Inc. | 211,424 | $4.99M | 0.00% | +6,526+3.2% | Added |
| Gilman Hill Asset Management, LLC | 211,570 | $4.99M | 0.68% | +4,761+2.3% | Added |
| Factory Mutual Insurance Co | 230,432 | $5.43M | 0.05% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 231,955 | $5.54M | 0.11% | −3,615−1.5% | Reduced |
| Signaturefd, LLC | 235,552 | $5.55M | 0.07% | +10,858+4.8% | Added |
| Russell Investments Group, Ltd. | 238,293 | $5.62M | 0.00% | +45,157+23.4% | Added |
| Citigroup Inc | 242,046 | $5.71M | 0.00% | +13,658+6.0% | Added |
| Vise Technologies, Inc. | 248,161 | $5.85M | 0.07% | +39,454+18.9% | Added |
| HighTower Advisors, LLC | 249,369 | $5.88M | 0.01% | −24,385−8.9% | Reduced |