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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 123,073 | $2.90M | 0.08% | +9,446+8.3% | Added |
| Colony Group, LLC | 112,556 | $2.66M | 0.00% | +14,957+15.3% | Added |
| Brinker Capital Investments, LLC | 111,339 | $2.63M | 0.02% | +12,584+12.7% | Added |
| Sequoia Financial Advisors, LLC | 109,279 | $2.58M | 0.01% | −43,607−28.5% | Reduced |
| Ninepoint Partners LP | 106,929 | $2.52M | 0.22% | +69,505+185.7% | Added |
| Rockefeller Capital Management L.P. | 106,210 | $2.50M | 0.00% | +5,278+5.2% | Added |
| Aaron Wealth Advisors | 101,462 | $2.39M | 0.12% | +9,952+10.9% | Added |
| CIBC Asset Management Inc | 102,614 | $2.33M | 0.01% | −18,684−15.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 97,721 | $2.30M | 0.02% | +10,474+12.0% | Added |
| Keybank National Association | 95,804 | $2.26M | 0.01% | +24,874+35.1% | Added |
| CI Private Wealth, LLC | 95,045 | $2.24M | 0.00% | −10,027−9.5% | Reduced |
| Principal Securities, Inc. | 92,822 | $2.19M | 0.03% | +4,580+5.2% | Added |
| United Capital Financial Advisers, LLC | 92,438 | $2.18M | 0.01% | +4,226+4.8% | Added |
| Dorsey Wright & Associates | 91,502 | $2.16M | 0.37% | −36,726−28.6% | Reduced |
| Alliancebernstein L.P. | 103,811 | $2.05M | 0.00% | −4,144−3.8% | Reduced |
| Alphadyne Asset Management LP | 82,753 | $1.95M | 0.09% | +82,753 | New |
| Ballentine Partners, LLC | 82,093 | $1.94M | 0.02% | +9,080+12.4% | Added |
| Myriad Asset Management Advisors LLC | 82,080 | $1.94M | 0.46% | +82,080 | New |
| HRT Financial LP | 81,755 | $1.93M | 0.00% | +81,755 | New |
| RSM US Wealth Management LLC | 81,395 | $1.92M | 0.02% | +4,285+5.6% | Added |
| Mount Yale Investment Advisors, LLC | 80,785 | $1.91M | 0.04% | +4,122+5.4% | Added |
| M&T Bank Corp | 78,578 | $1.85M | 0.01% | +7,556+10.6% | Added |
| Dorsey & Whitney Trust CO LLC | 77,486 | $1.83M | 0.09% | +1,169+1.5% | Added |
| Smartleaf Asset Management LLC | 76,040 | $1.80M | 0.06% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 76,263 | $1.80M | 0.04% | +16,684+28.0% | Added |
| Millennium Management LLC | 76,206 | $1.80M | 0.00% | −35,112−31.5% | Reduced |
| Sivia Capital Partners, LLC | 75,546 | $1.78M | 0.22% | +38,814+105.7% | Added |
| Lockheed Martin Investment Management Co | 73,870 | $1.74M | 0.07% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 73,281 | $1.73M | 0.17% | +2,573+3.6% | Added |
| Franklin Resources Inc | 70,456 | $1.66M | 0.00% | −12,094−14.7% | Reduced |
| Oppenheimer Asset Management Inc. | 70,106 | $1.65M | 0.02% | +1,278+1.9% | Added |
| 1832 Asset Management L.P. | 67,070 | $1.58M | 0.00% | +9,377+16.3% | Added |
| BNP Paribas Arbitrage, SA | 66,638 | $1.57M | 0.00% | +306+0.5% | Added |
| Summit Trail Advisors, LLC | 65,517 | $1.54M | 0.02% | +877+1.4% | Added |
| 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 |
| Global Retirement Partners, LLC | 62,091 | $1.46M | 0.02% | +62,091 | New |
| Atria Investments LLC | 61,156 | $1.44M | 0.01% | +3,345+5.8% | Added |
| Advisor Group Holdings, Inc. | 60,949 | $1.44M | 0.00% | +2,029+3.4% | Added |
| Dynasty Wealth Management, LLC | 59,684 | $1.41M | 0.01% | +42,206+241.5% | Added |
| Mission Wealth Management, LP | 59,019 | $1.39M | 0.02% | +6,108+11.5% | Added |
| Parallel Advisors, LLC | 58,138 | $1.37M | 0.02% | +518+0.9% | Added |
| William Blair Investment Management, LLC | 57,660 | $1.36M | 0.00% | −18,406−24.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 50,787 | $1.31M | 0.00% | +10,841+27.1% | Added |
| AdvisorShares Investments LLC | 54,800 | $1.29M | 0.16% | −3,940−6.7% | Reduced |
| Walleye Capital LLC | 53,857 | $1.27M | 0.01% | +53,857 | New |
| Farther Finance Advisors, LLC | 52,124 | $1.23M | 0.01% | +11,631+28.7% | Added |
| HB Wealth Management, LLC | 51,663 | $1.22M | 0.01% | +2,615+5.3% | Added |
| PDS Planning, Inc | 50,641 | $1.19M | 0.07% | +422+0.8% | Added |
| Hantz Financial Services, Inc. | 50,386 | $1.19M | 0.02% | +11,436+29.4% | Added |
| Savant Capital, LLC | 54,021 | $1.18M | 0.00% | +24,658+84.0% | Added |
| Summit Financial, LLC | 48,673 | $1.16M | 0.01% | −412−0.8% | Reduced |
| Limestone Investment Advisors LP | 47,905 | $1.13M | 0.57% | 00.0% | Unchanged |
| Storgate, LLC | 46,764 | $1.10M | 0.23% | +29,587+172.2% | Added |
| Truist Financial Corp | 46,543 | $1.10M | 0.00% | +651+1.4% | Added |
| Ellevest, Inc. | 45,842 | $1.08M | 0.13% | +124+0.3% | Added |
| Louisbourg Investments Inc. | 44,652 | $1.05M | 0.19% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 44,436 | $1.05M | 0.00% | +448+1.0% | Added |
| Dakota Wealth Management | 44,373 | $1.05M | 0.02% | +6,210+16.3% | Added |
| Checchi Capital Advisers, LLC | 43,997 | $1.03M | 0.07% | −877−2.0% | Reduced |
| Versant Capital Management, Inc | 43,849 | $1.03M | 0.09% | +741+1.7% | Added |
| GAMMA Investing LLC | 42,429 | $1.00M | 0.04% | +6,282+17.4% | Added |
| SRS Capital Advisors, Inc. | 41,927 | $988.6K | 0.01% | +32,455+342.6% | Added |
| Venturi Wealth Management, LLC | 41,855 | $986.9K | 0.04% | +5,213+14.2% | Added |
| Themes Management Co LLC | 41,750 | $984.5K | 0.65% | −7,225−14.8% | Reduced |
| Syon Capital LLC | 41,381 | $975.8K | 0.04% | +2,301+5.9% | Added |
| Flatrock Wealth Partners LLC | 40,757 | $972.8K | 0.38% | +565+1.4% | Added |
| Jane Street Group, LLC | 41,214 | $971.8K | 0.00% | −1,203,689−96.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 41,147 | $970.2K | 0.21% | −40−0.1% | Reduced |
| NewEdge Wealth, LLC | 39,951 | $942.0K | 0.01% | +9,929+33.1% | Added |
| Pzena Investment Management LLC | 37,322 | $880.1K | 0.00% | +4,774+14.7% | Added |
| Coldstream Capital Management Inc | 36,691 | $871.1K | 0.01% | −18,430−33.4% | Reduced |
| Sanctuary Advisors, LLC | 36,899 | $870.1K | 0.00% | +14,902+67.7% | Added |
| Abel Hall, LLC | 36,491 | $860.5K | 0.15% | +1,605+4.6% | Added |
| Merit Financial Group, LLC | 36,244 | $854.6K | 0.01% | +7,161+24.6% | Added |
| Prospera Financial Services Inc | 35,565 | $838.6K | 0.01% | −183−0.5% | Reduced |
| RNC Capital Management LLC | 35,379 | $834.2K | 0.03% | −11,820−25.0% | Reduced |
| Bailard, Inc. | 35,290 | $832.1K | 0.02% | −1,124−3.1% | Reduced |
| Cordatus Wealth Management LLC | 35,169 | $829.3K | 0.18% | +339+1.0% | Added |
| Lido Advisors, LLC | 34,708 | $828.1K | 0.00% | +1,701+5.2% | Added |
| Flputnam Investment Management Co | 34,759 | $819.6K | 0.01% | +1,084+3.2% | Added |
| Kathmere Capital Management, LLC | 34,301 | $808.8K | 0.04% | +9,597+38.8% | Added |
| Sage Rhino Capital LLC | 34,090 | $803.8K | 0.13% | +103+0.3% | Added |
| Jefferies Financial Group Inc. | 33,526 | $790.5K | 0.01% | +4,140+14.1% | Added |
| Bleakley Financial Group, LLC | 32,905 | $775.9K | 0.01% | +8,596+35.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 32,865 | $775.0K | 0.07% | −439−1.3% | Reduced |
| Westwood Holdings Group Inc. | 32,798 | $773.4K | 0.01% | −22−0.1% | Reduced |
| Mather Group, LLC. | 32,661 | $770.1K | 0.01% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 31,695 | $747.4K | 0.23% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 31,503 | $742.8K | 0.00% | −90−0.3% | Reduced |
| Sagespring Wealth Partners, LLC | 30,744 | $725.0K | 0.01% | +1,059+3.6% | Added |
| GeoWealth Management, LLC | 30,744 | $724.9K | 0.02% | +11,480+59.6% | Added |
| SmartHarvest Portfolios, LLC | 29,776 | $702.1K | 0.23% | +2,681+9.9% | Added |
| Principal Street Partners, LLC | 29,475 | $695.0K | 0.10% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 29,009 | $684.0K | 0.04% | +517+1.8% | Added |
| Schroder Investment Management Group | 28,651 | $679.3K | 0.00% | +40+0.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 28,562 | $673.5K | 0.00% | +451+1.6% | Added |
| Jain Global LLC | 28,102 | $662.6K | 0.01% | −37,800−57.4% | Reduced |
| Catalytic Wealth RIA, LLC | 27,793 | $655.4K | 0.04% | +12,384+80.4% | Added |
| Bridgewater Advisors Inc. | 25,657 | $647.8K | 0.04% | +383+1.5% | Added |