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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 249,596 | $5.91M | 0.00% | +14,306+6.1% | Added |
| Gradient Investments LLC | 251,341 | $5.93M | 0.08% | +14,577+6.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 252,927 | $5.96M | 0.01% | +155,724+160.2% | Added |
| MML Investors Services, LLC | 258,736 | $6.10M | 0.01% | +64,714+33.4% | Added |
| Vident Advisory, LLC | 260,095 | $6.13M | 0.05% | +1230.0% | Added |
| Augustine Asset Management Inc | 262,517 | $6.19M | 1.25% | −1,721−0.7% | Reduced |
| Callan Family Office, LLC | 266,254 | $6.28M | 0.12% | +10,586+4.1% | Added |
| Quadrant Capital Group LLC | 280,724 | $6.62M | 0.18% | −257−0.1% | Reduced |
| Cetera Investment Advisers | 288,600 | $6.81M | 0.01% | +3,681+1.3% | Added |
| Assetmark, Inc | 317,252 | $7.48M | 0.01% | +70,909+28.8% | Added |
| Eagle Global Advisors LLC | 320,000 | $7.55M | 0.25% | +26,000+8.8% | Added |
| Allianz SE | 324,970 | $7.66M | 0.08% | +103,000+46.4% | Added |
| US Bancorp | 329,155 | $7.76M | 0.01% | +4,641+1.4% | Added |
| Moran Wealth Management, LLC | 336,966 | $7.95M | 0.22% | −67,903−16.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 366,043 | $8.64M | 0.04% | −474−0.1% | Reduced |
| QRG Capital Management, Inc. | 408,740 | $9.64M | 0.08% | +63,087+18.3% | Added |
| Federated Hermes, Inc. | 414,866 | $9.78M | 0.01% | +1,994+0.5% | Added |
| CIBC World Markets Inc. | 437,164 | $10.3M | 0.02% | −15,696−3.5% | Reduced |
| SEI Investments Co | 439,633 | $10.4M | 0.01% | +7,910+1.8% | Added |
| Ramirez Asset Management, Inc. | 446,780 | $10.5M | 1.10% | +43,969+10.9% | Added |
| Raymond James Financial Inc | 450,625 | $10.6M | 0.00% | +48,314+12.0% | Added |
| Westfield Capital Management Co LP | 456,612 | $10.8M | 0.04% | −972−0.2% | Reduced |
| Ethic Inc. | 461,574 | $10.9M | 0.14% | +59,829+14.9% | Added |
| Boston Partners | 468,247 | $11.1M | 0.01% | +31,088+7.1% | Added |
| Crossmark Global Holdings, Inc. | 476,543 | $11.2M | 0.15% | +1,860+0.4% | Added |
| Mariner, LLC | 478,697 | $11.3M | 0.01% | +43,509+10.0% | Added |
| Bank of Montreal | 486,147 | $11.5M | 0.00% | +445,666+1,100.9% | Added |
| Cerity Partners LLC | 493,964 | $11.6M | 0.01% | +19,259+4.1% | Added |
| LPL Financial LLC | 500,370 | $11.8M | 0.00% | +31,577+6.7% | Added |
| Allspring Global Investments Holdings, LLC | 540,271 | $13.0M | 0.02% | −34,988−6.1% | Reduced |
| Stifel Financial Corp | 570,629 | $13.5M | 0.01% | +10,839+1.9% | Added |
| Pathstone Holdings, LLC | 597,092 | $14.1M | 0.04% | +6,438+1.1% | Added |
| Invesco Ltd. | 628,286 | $14.8M | 0.00% | +5,251+0.8% | Added |
| CCM Investment Advisers LLC | 677,598 | $16.0M | 1.24% | +371,836+121.6% | Added |
| Anderson Hoagland & Co | 717,018 | $16.9M | 1.33% | −8,230−1.1% | Reduced |
| UBS Group AG | 733,542 | $17.3M | 0.00% | +98,275+15.5% | Added |
| Royal Bank of Canada | 765,357 | $18.0M | 0.00% | +511,467+201.5% | Added |
| Bank of New York Mellon Corp | 781,157 | $18.4M | 0.00% | +41,376+5.6% | Added |
| O'Shaughnessy Asset Management, LLC | 791,559 | $18.7M | 0.09% | +50,925+6.9% | Added |
| Calamos Advisors LLC | 802,736 | $18.9M | 0.07% | +617,456+333.3% | Added |
| Natixis Advisors, L.P. | 812,854 | $19.2M | 0.02% | +112,960+16.1% | Added |
| Creative Planning | 883,657 | $20.8M | 0.01% | +119,073+15.6% | Added |
| Massachusetts Financial Services Co | 1,022,557 | $24.1M | 0.01% | +167,958+19.7% | Added |
| Renaissance Technologies LLC | 1,023,572 | $24.1M | 0.03% | −725,700−41.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,244,470 | $29.3M | 0.00% | +154,723+14.2% | Added |
| AQR Capital Management LLC | 1,340,654 | $31.6M | 0.01% | +495,432+58.6% | Added |
| Causeway Capital Management LLC | 1,392,610 | $32.8M | 0.36% | +125,362+9.9% | Added |
| JPMorgan Chase & Co | 1,525,928 | $36.2M | 0.00% | +607,613+66.2% | Added |
| Capital Wealth Planning, LLC | 1,659,962 | $39.1M | 0.20% | +354,207+27.1% | Added |
| Ferguson Wellman Capital Management, Inc | 1,709,700 | $40.3M | 0.49% | −1,755−0.1% | Reduced |
| Bank of America Corp | 1,781,736 | $42.0M | 0.00% | −64,599−3.5% | Reduced |
| Quantinno Capital Management LP | 2,143,555 | $50.5M | 0.06% | +527,736+32.7% | Added |
| Wells Fargo & Company | 2,146,202 | $50.6M | 0.01% | −14,417−0.7% | Reduced |
| Envestnet Asset Management Inc | 2,263,530 | $53.4M | 0.01% | +62,246+2.8% | Added |
| Dimensional Fund Advisors LP | 3,139,702 | $74.0M | 0.01% | +48,961+1.6% | Added |
| American Century Companies Inc | 3,493,982 | $82.4M | 0.04% | +485,077+16.1% | Added |
| Clark Capital Management Group, Inc. | 3,831,212 | $90.3M | 0.49% | +48,813+1.3% | Added |
| Northern Trust Corp | 6,158,454 | $145.2M | 0.02% | −31,201−0.5% | Reduced |
| Fisher Asset Management, LLC | 6,291,379 | $148.4M | 0.04% | +3,094,452+96.8% | Added |
| BlackRock, Inc. | 7,854,802 | $185.2M | 0.00% | +173,236+2.3% | Added |
| Goldman Sachs Group Inc | 10,814,662 | $255.0M | 0.03% | +106,660+1.0% | Added |
| FMR LLC | 13,937,223 | $328.6M | 0.01% | +1,367,852+10.9% | Added |
| Morgan Stanley | 25,112,524 | $592.2M | 0.03% | +2,154,153+9.4% | Added |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −459,656−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −327,910−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −320,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −265,505−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −175,608−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −165,045−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −159,100−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −77,044−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −58,026−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −38,251−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −28,928−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −28,506−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −26,363−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −24,991−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −22,435−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −18,735−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −18,214−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −17,177−100.0% | Sold out |
| Natural Investments, LLC | 0 | $0 | 0.00% | −13,499−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,981−100.0% | Sold out |
| a16z Perennial Management, L.P. | 0 | $0 | 0.00% | −12,699−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,659−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,365−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −10,340−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,276−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,136−100.0% | Sold out |
| Berbice Capital Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −1,876−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −1,679−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,404−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −1,355−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,214−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Wellington Grp LLC | 0 | $0 | 0.00% | −1,104−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −707−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −499−100.0% | Sold out |