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 |
|---|---|---|---|---|---|
| Burns Matteson Capital Management, LLC | 27,310 | $644.0K | 0.20% | +292+1.1% | Added |
| Shelton Capital Management | 27,125 | $639.6K | 0.01% | +968+3.7% | Added |
| Traveka Wealth, LLC | 26,630 | $627.9K | 0.21% | −96−0.4% | Reduced |
| Channing Global Advisors, LLC | 25,513 | $601.6K | 0.31% | +8,850+53.1% | Added |
| Trust Point Inc. | 25,437 | $599.8K | 0.05% | +1,328+5.5% | Added |
| Entropy Technologies, LP | 25,309 | $596.8K | 0.02% | −1,264−4.8% | Reduced |
| Flow Traders U.S. LLC | 25,010 | $590.0K | 0.02% | +25,010 | New |
| Frec Markets, Inc. | 24,538 | $578.6K | 0.05% | +4,023+19.6% | Added |
| We Are One Seven, LLC | 24,507 | $577.9K | 0.01% | +24,507 | New |
| Five Oceans Advisors | 24,405 | $575.5K | 0.18% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 23,945 | $564.6K | 0.00% | −827−3.3% | Reduced |
| Evolve Private Wealth, LLC | 23,919 | $564.0K | 0.03% | +2,257+10.4% | Added |
| Drive Wealth Management, LLC | 23,514 | $560.8K | 0.10% | +1,739+8.0% | Added |
| EntryPoint Capital, LLC | 23,684 | $558.5K | 0.14% | +11,159+89.1% | Added |
| EP Wealth Advisors, LLC | 23,250 | $548.2K | 0.00% | +4,303+22.7% | Added |
| Seeds Investor LLC | 23,155 | $546.0K | 0.06% | +338+1.5% | Added |
| Engineers Gate Manager LP | 22,540 | $531.5K | 0.01% | +22,540 | New |
| Aprio Wealth Management, LLC | 22,214 | $523.8K | 0.03% | +2,820+14.5% | Added |
| Net Worth Advisory Group | 22,213 | $523.8K | 0.13% | −630−2.8% | Reduced |
| Valeo Financial Advisors, LLC | 22,193 | $523.3K | 0.01% | +4,323+24.2% | Added |
| 55 North Private Wealth, LLC | 21,764 | $513.2K | 0.10% | +9,495+77.4% | Added |
| Basecamp Wealth Advisors LLC | 21,689 | $511.4K | 0.10% | 00.0% | Unchanged |
| West Family Investments, Inc. | 21,215 | $500.3K | 0.14% | +2,941+16.1% | Added |
| J.Safra Asset Management Corp | 20,702 | $488.2K | 0.02% | +1,236+6.3% | Added |
| 71 West Capital Partners | 20,397 | $481.0K | 0.02% | +7,986+64.3% | Added |
| Personal Cfo Solutions, LLC | 20,073 | $479.1K | 0.07% | +296+1.5% | Added |
| Concurrent Investment Advisors, LLC | 20,141 | $474.9K | 0.00% | +763+3.9% | Added |
| Ewa, LLC | 20,065 | $473.1K | 0.09% | −1,663−7.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,886 | $468.9K | 0.00% | +214+1.1% | Added |
| Gallacher Capital Management LLC | 19,713 | $464.8K | 0.26% | −14,931−43.1% | Reduced |
| Optas, LLC | 19,385 | $457.1K | 0.06% | +819+4.4% | Added |
| Brighton Jones LLC | 19,175 | $452.2K | 0.01% | +1,518+8.6% | Added |
| Abacus Wealth Partners, LLC | 18,878 | $445.1K | 0.05% | −42,752−69.4% | Reduced |
| Atlas Capital Advisors LLC | 18,547 | $437.3K | 0.05% | +7,267+64.4% | Added |
| Xponance, Inc. | 18,336 | $432.4K | 0.00% | +18,336 | New |
| New Republic Capital, LLC | 18,146 | $427.9K | 0.10% | +165+0.9% | Added |
| Modern Wealth Management, LLC | 18,002 | $424.5K | 0.01% | +1,960+12.2% | Added |
| Kestra Advisory Services, LLC | 17,975 | $423.9K | 0.00% | −7,062−28.2% | Reduced |
| Greenspring Advisors, LLC | 17,783 | $419.3K | 0.02% | +656+3.8% | Added |
| Independent Advisor Alliance | 17,674 | $416.8K | 0.01% | +2,739+18.3% | Added |
| Ascent Group, LLC | 17,432 | $411.0K | 0.01% | +3,245+22.9% | Added |
| Sterling Capital Management LLC | 17,360 | $409.3K | 0.01% | +245+1.4% | Added |
| Sowell Financial Services LLC | 17,025 | $401.4K | 0.01% | −848−4.7% | Reduced |
| Commonwealth Equity Services, LLC | 16,803 | $396.2K | 0.00% | −1,569−8.5% | Reduced |
| Ronald Blue Trust, Inc. | 16,666 | $393.0K | 0.00% | −16−0.1% | Reduced |
| Johnson Investment Counsel Inc | 16,388 | $386.4K | 0.00% | +144+0.9% | Added |
| Graham Capital Management, L.P. | 16,039 | $378.2K | 0.01% | +16,039 | New |
| Empowered Funds, LLC | 15,802 | $372.6K | 0.00% | +15,802 | New |
| Umb Bank N A | 15,504 | $365.6K | 0.00% | −421−2.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,476 | $364.9K | 0.01% | −1,024−6.2% | Reduced |
| Athena Wealth Management, LLC | 15,378 | $362.6K | 0.27% | +1,470+10.6% | Added |
| Anchyra Partners LLC | 15,174 | $357.8K | 0.09% | +845+5.9% | Added |
| Transamerica Financial Advisors, Inc. | 15,076 | $355.5K | 0.03% | +228+1.5% | Added |
| Mattson Financial Services, LLC | 13,694 | $354.0K | 0.07% | +250+1.9% | Added |
| Riversedge Advisors, LLC | 14,936 | $352.2K | 0.05% | +4,447+42.4% | Added |
| Beacon Pointe Advisors, LLC | 14,799 | $349.0K | 0.00% | −14,821−50.0% | Reduced |
| Choate Investment Advisors | 14,642 | $345.3K | 0.01% | 00.0% | Unchanged |
| Canopy Partners, LLC | 14,626 | $344.9K | 0.10% | +969+7.1% | Added |
| Csenge Advisory Group | 14,522 | $342.4K | 0.01% | +506+3.6% | Added |
| Walkner Condon Financial Advisors LLC | 14,257 | $336.2K | 0.04% | −25−0.2% | Reduced |
| State Street Corp | 13,954 | $333.1K | 0.00% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 14,059 | $331.5K | 0.11% | +33+0.2% | Added |
| BSW Wealth Partners | 13,993 | $330.0K | 0.04% | −182−1.3% | Reduced |
| Cromwell Holdings LLC | 13,841 | $329.9K | 0.15% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,764 | $328.3K | 0.00% | −2,869−17.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 13,845 | $326.5K | 0.04% | +6,868+98.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,845 | $326.5K | 0.00% | +1,835+15.3% | Added |
| Victory Capital Management Inc | 13,611 | $320.9K | 0.00% | +13,611 | New |
| MAI Capital Management | 13,484 | $319.7K | 0.00% | +4,313+47.0% | Added |
| Intergy Private Wealth, LLC | 13,304 | $313.7K | 0.07% | +671+5.3% | Added |
| Fund Advisors of America Inc | 13,299 | $313.6K | 0.28% | +405+3.1% | Added |
| Apollon Wealth Management, LLC | 13,223 | $311.8K | 0.00% | +1,454+12.4% | Added |
| Wedmont Private Capital | 12,111 | $311.7K | 0.01% | −2,111−14.8% | Reduced |
| Chilton Investment Co LLC | 13,124 | $309.5K | 0.01% | −95,313−87.9% | Reduced |
| Brown Financial Advisors | 12,577 | $296.6K | 0.10% | −57−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,451 | $294.0K | 0.00% | +285+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 12,438 | $293.3K | 0.00% | +9,041+266.1% | Added |
| EverSource Wealth Advisors, LLC | 12,385 | $292.0K | 0.01% | −20,449−62.3% | Reduced |
| Buckingham Strategic Partners | 12,285 | $289.7K | 0.00% | +12,285 | New |
| Pure Financial Advisors, Inc. | 12,223 | $288.2K | 0.00% | +12,223 | New |
| Keebeck Wealth Management, LLC | 12,176 | $288.2K | 0.03% | +12,176 | New |
| Syverson Strege & Co | 11,989 | $282.7K | 0.06% | −35−0.3% | Reduced |
| Keel Point, LLC | 11,952 | $281.8K | 0.02% | +1,692+16.5% | Added |
| Jackson Thornton Asset Management, LLC | 11,877 | $280.1K | 0.02% | +11,877 | New |
| Angeles Wealth Management, LLC | 11,349 | $270.2K | 0.01% | +943+9.1% | Added |
| Coastal Bridge Advisors, LLC | 11,407 | $269.0K | 0.02% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 11,279 | $266.0K | 0.00% | +11,279 | New |
| Tranquilli Financial Advisor LLC | 11,256 | $265.4K | 0.14% | +358+3.3% | Added |
| Perigon Wealth Management, LLC | 11,218 | $264.5K | 0.00% | +11,218 | New |
| Brucke Financial, Inc. | 11,215 | $264.4K | 0.12% | −332−2.9% | Reduced |
| Yousif Capital Management, LLC | 10,957 | $258.4K | 0.00% | −43,372−79.8% | Reduced |
| GWM Advisors LLC | 10,911 | $257.3K | 0.00% | +9,951+1,036.6% | Added |
| Werba Rubin Papier Wealth Management | 10,832 | $255.4K | 0.03% | −118−1.1% | Reduced |
| Xxi Wealth, LLC | 10,804 | $254.8K | 0.12% | +695+6.9% | Added |
| Pensionmark Financial Group, LLC | 12,066 | $248.4K | 0.00% | −1,443−10.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 10,009 | $236.0K | 0.01% | −9,791−49.4% | Reduced |
| Rehmann Capital Advisory Group | 9,546 | $225.4K | 0.01% | +9,546 | New |
| May Hill Capital, LLC | 9,539 | $224.9K | 0.05% | +9,539 | New |
| Clearstead Advisors, LLC | 9,424 | $222.2K | 0.00% | −9,424−50.0% | Reduced |
| CIBC Bancorp USA Inc. | 9,240 | $217.9K | 0.00% | −2,779−23.1% | Reduced |