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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 9,161 | $216.0K | 0.00% | −9,697−51.4% | Reduced |
| LVW Advisors, LLC | 9,132 | $215.3K | 0.02% | +9,132 | New |
| Pallas Capital Advisors LLC | 9,017 | $212.6K | 0.01% | +9,017 | New |
| Capital Performance Advisors LLP | 8,907 | $210.0K | 0.01% | −5,753−39.2% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 8,827 | $208.1K | 0.07% | +8,827 | New |
| E Fund Management Co., Ltd. | 8,827 | $208.1K | 0.00% | +8,827 | New |
| Brown Brothers Harriman & Co | 8,745 | $206.2K | 0.00% | +2,995+52.1% | Added |
| V-Square Quantitative Management LLC | 8,709 | $205.4K | 0.02% | +1,010+13.1% | Added |
| Wrapmanager Inc | 8,613 | $203.1K | 0.06% | +8,613 | New |
| Fiduciary Financial Group, LLC | 8,577 | $202.2K | 0.02% | +8,577 | New |
| Klingman & Associates, LLC | 8,566 | $202.0K | 0.01% | +8,566 | New |
| Bruce G. Allen Investments, LLC | 8,546 | $201.5K | 0.13% | +97+1.1% | Added |
| Allworth Financial LP | 7,238 | $170.7K | 0.00% | −454−5.9% | Reduced |
| Quantbot Technologies LP | 5,974 | $140.9K | 0.01% | −15,446−72.1% | Reduced |
| Barclays PLC | 5,823 | $137.3K | 0.00% | +1,787+44.3% | Added |
| Ares Financial Consulting, LLC | 5,767 | $136.0K | 0.10% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,190 | $122.4K | 0.01% | +157+3.1% | Added |
| Elequin Capital LP | 5,105 | $120.4K | 0.00% | +5,105 | New |
| Harbour Investments, Inc. | 4,958 | $116.9K | 0.00% | −8−0.2% | Reduced |
| Richardson Financial Services Inc. | 4,246 | $100.1K | 0.06% | +408+10.6% | Added |
| Te Ahumairangi Investment Management Ltd | 4,216 | $99.4K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,052 | $95.5K | 0.00% | −191−4.5% | Reduced |
| Owl Creek Wealth Partners LLC | 3,989 | $94.1K | 0.03% | −44−1.1% | Reduced |
| Rosenberg Matthew Hamilton | 3,827 | $90.2K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3,819 | $90.1K | 0.02% | +3,819 | New |
| Manchester Capital Management LLC | 3,752 | $88.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 3,727 | $87.9K | 0.00% | +644+20.9% | Added |
| Salomon & Ludwin, LLC | 3,421 | $82.3K | 0.01% | +1,410+70.1% | Added |
| Whittier Trust Co | 2,945 | $75.1K | 0.00% | +2,945 | New |
| Bessemer Group Inc | 3,169 | $75.0K | 0.00% | +25+0.8% | Added |
| True Wealth Design, LLC | 2,925 | $69.0K | 0.02% | +650+28.6% | Added |
| Rothschild Investment LLC | 2,858 | $67.4K | 0.00% | +913+46.9% | Added |
| Northwestern Mutual Wealth Management Co | 2,651 | $62.5K | 0.00% | +580+28.0% | Added |
| JFS Wealth Advisors, LLC | 2,409 | $56.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,378 | $56.1K | 0.00% | −359−13.1% | Reduced |
| Zions Bancorporation, National Association | 2,336 | $55.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,207 | $52.0K | 0.00% | +604+37.7% | Added |
| TD Private Client Wealth LLC | 2,001 | $47.2K | 0.00% | −444−18.2% | Reduced |
| Cornerstone Planning Group LLC | 1,737 | $45.3K | 0.01% | −150−7.9% | Reduced |
| IFP Advisors, Inc | 1,626 | $38.3K | 0.00% | 00.0% | Unchanged |
| Bayban | 1,532 | $36.1K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,421 | $34.0K | 0.00% | +6+0.4% | Added |
| Cullen/Frost Bankers, Inc. | 1,377 | $32.5K | 0.00% | +53+4.0% | Added |
| Essential Partners LLC | 1,300 | $30.7K | 0.01% | +251+23.9% | Added |
| FWL Investment Management, LLC | 1,249 | $29.5K | 0.01% | +932+294.0% | Added |
| Continuum Advisory, LLC | 1,201 | $28.3K | 0.00% | +1,201 | New |
| Aventura Private Wealth, LLC | 1,193 | $28.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,187 | $28.0K | 0.00% | +81+7.3% | Added |
| Financial Management Professionals, Inc. | 1,141 | $27.3K | 0.00% | −86−7.0% | Reduced |
| Signature Equity Partners, LLC | 1,135 | $26.8K | 0.01% | −29−2.5% | Reduced |
| SJS Investment Consulting Inc. | 1,116 | $26.3K | 0.00% | +364+48.4% | Added |
| Bare Financial Services, Inc | 997 | $23.5K | 0.01% | +654+190.7% | Added |
| Nisa Investment Advisors, LLC | 948 | $22.5K | 0.00% | +460+94.3% | Added |
| JPL Wealth Management, LLC | 937 | $22.1K | 0.00% | −415−30.7% | Reduced |
| ZRC Wealth Management, LLC | 928 | $21.9K | 0.01% | +928 | New |
| Oakworth Capital, Inc. | 921 | $21.7K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 902 | $21.3K | 0.00% | +34+3.9% | Added |
| Silver Grove Financial Group, Inc. | 893 | $21.0K | 0.01% | +893 | New |
| Capital Analysts, LLC | 882 | $21.0K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 874 | $20.6K | 0.00% | +276+46.2% | Added |
| Rossby Financial, LCC | 854 | $20.1K | 0.00% | +67+8.5% | Added |
| Basepoint Wealth LLC | 818 | $19.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 806 | $19.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 785 | $18.5K | 0.00% | +284+56.7% | Added |
| First Command Advisory Services, Inc. | 756 | $17.8K | 0.00% | +485+179.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 750 | $17.7K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 728 | $17.2K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 696 | $16.4K | 0.01% | +569+448.0% | Added |
| Financial Consulate, Inc | 694 | $16.4K | 0.00% | +367+112.2% | Added |
| Institute for Wealth Management, LLC. | 670 | $15.8K | 0.00% | +670 | New |
| PFS Partners, LLC | 648 | $15.3K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 644 | $15.2K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 618 | $14.6K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 616 | $14.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 580 | $13.7K | 0.01% | −6−1.0% | Reduced |
| ORG Wealth Partners, LLC | 566 | $13.3K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 516 | $12.9K | 0.00% | +516 | New |
| Cherry Tree Wealth Management, LLC | 533 | $12.6K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 511 | $12.0K | 0.01% | +35+7.4% | Added |
| Brown, Lisle/Cummings, Inc. | 472 | $11.1K | 0.00% | −146−23.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 470 | $11.1K | 0.00% | +470 | New |
| Arlington Trust Co LLC | 446 | $10.5K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 433 | $10.2K | 0.00% | +96+28.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 422 | $9.95K | 0.00% | +24+6.0% | Added |
| Newbridge Financial Services Group, Inc. | 393 | $9.27K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 393 | $9.27K | 0.00% | +36+10.1% | Added |
| Bell Investment Advisors, Inc | 384 | $9.05K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 377 | $8.89K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 361 | $8.51K | 0.00% | +269+292.4% | Added |
| Ameritas Advisory Services, LLC | 345 | $8.13K | 0.00% | −12,359−97.3% | Reduced |
| Manning & Napier Advisors LLC | 337 | $7.99K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 332 | $7.83K | 0.00% | +168+102.4% | Added |
| Retirement Wealth Solutions LLC | 313 | $7.38K | 0.00% | +58+22.7% | Added |
| Creative Financial Designs Inc | 311 | $7.33K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 274 | $6.46K | 0.06% | −103−27.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 271 | $6.39K | 0.00% | +271 | New |
| Gleason Group, Inc. | 265 | $6.25K | 0.00% | +265 | New |
| Burk Holdings LLC | 255 | $6.01K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 252 | $5.94K | 0.00% | +91+56.5% | Added |
| Clean Yield Group | 250 | $5.89K | 0.00% | 00.0% | Unchanged |