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 |
|---|---|---|---|---|---|
| Action Point Financial Planning, LLC | 250 | $5.89K | 0.00% | +250 | New |
| IMA Wealth, Inc. | 248 | $5.85K | 0.00% | +86+53.1% | Added |
| American Capital Advisory, LLC | 248 | $5.85K | 0.00% | +144+138.5% | Added |
| City Holding Co | 244 | $5.75K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 226 | $5.33K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 225 | $5.31K | 0.00% | 00.0% | Unchanged |
| Motco | 220 | $5.19K | 0.00% | +220 | New |
| Ameriflex Group, Inc. | 212 | $5.00K | 0.00% | +212 | New |
| Johnson Financial Group, Inc. | 202 | $4.76K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 174 | $4.10K | 0.00% | −904−83.9% | Reduced |
| Allied Private Wealth LLC | 162 | $4.10K | 0.00% | +162 | New |
| Beaird Harris Wealth Management, LLC | 164 | $3.87K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 159 | $3.75K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 151 | $3.56K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 150 | $3.54K | 0.00% | +150 | New |
| Glen Eagle Advisors, LLC | 147 | $3.47K | 0.00% | +147 | New |
| National Bank of Canada | 134 | $3.15K | 0.00% | −154−53.5% | Reduced |
| Highland Investment Advisors LLC | 131 | $3.09K | 0.00% | +131 | New |
| CX Institutional | 142 | $3.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 112 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 126 | $2.97K | 0.00% | +53+72.6% | Added |
| Elevated Capital Advisors, LLC | 125 | $2.95K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 125 | $2.95K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 117 | $2.76K | 0.00% | +117 | New |
| Archer Investment Corp | 116 | $2.73K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $2.71K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 106 | $2.50K | 0.00% | +106 | New |
| Financial Network Wealth Advisors LLC | 99 | $2.33K | 0.00% | +66+200.0% | Added |
| St Germain D J Co Inc | 91 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 88 | $2.08K | 0.00% | +56+175.0% | Added |
| Country Trust Bank | 87 | $2.05K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 79 | $1.86K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 75 | $1.77K | 0.00% | +75 | New |
| MidFirst Bank | 74 | $1.75K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 71 | $1.67K | 0.00% | +52+273.7% | Added |
| IFG Advisory, LLC | 69 | $1.63K | 0.00% | +69 | New |
| Dogwood Wealth Management LLC | 67 | $1.58K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 64 | $1.51K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 62 | $1.45K | 0.00% | +62 | New |
| Caitlin John, LLC | 59 | $1.39K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 59 | $1.39K | 0.00% | −126−68.1% | Reduced |
| Golden State Wealth Management, LLC | 58 | $1.37K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 53 | $1.25K | 0.00% | +53 | New |
| Monetary Solutions, Ltd | 51 | $1.20K | 0.00% | +51 | New |
| Geneos Wealth Management Inc. | 48 | $1.13K | 0.00% | +48 | New |
| Silicon Valley Capital Partners | 47 | $1.11K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 46 | $1.08K | 0.00% | +46 | New |
| Abound Wealth Management | 45 | $1.06K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 59 | $1.00K | 0.00% | −1,647−96.5% | Reduced |
| TD Capital Management LLC | 42 | $980 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 40 | $943 | 0.00% | +40 | New |
| Game Plan Financial Advisors, LLC | 30 | $707 | 0.00% | +30 | New |
| Mosley Wealth Management | 22 | $519 | 0.00% | +22 | New |
| Tower Research Capital LLC (TRC) | 19 | $448 | 0.00% | +19 | New |
| Noble Wealth Management PBC | 19 | $448 | 0.00% | +19 | New |
| Nvest Wealth Strategies, Inc. | 17 | $401 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 14 | $330 | 0.00% | +14 | New |
| Bryn Mawr Trust Co | 11 | $259 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 6 | $144 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 2 | $47 | 0.00% | +2 | New |
| Trust Co | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 0 | $10 | 0.00% | 0 | Unchanged |
| 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 |