SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG) — Institutional Holders, Q2 2026

466 institutional investment managers reported a SMFG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← SMFG stock profile

SMFG in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

228

Trimmed

Sold out

Biggest buyers

Fisher Asset ManagementAdded · +3,094,452 sh+$73.0M
MORGAN STANLEYAdded · +2,154,153 sh+$50.8M
FMRAdded · +1,367,852 sh+$32.3M
Calamos AdvisorsAdded · +617,456 sh+$14.6M
JPMORGAN CHASEAdded · +607,613 sh+$14.3M

Biggest sellers

JANE STREET GROUPTrimmed · -1,203,689 sh-$28.4M
RENAISSANCE TECHNOLOGIESTrimmed · -725,700 sh-$17.1M
Qube Research & Technologies LtdSold out · -459,656 sh-$10.8M
TORONTO DOMINION BANKSold out · -327,910 sh-$7.7M
Massar Capital ManagementSold out · -320,000 sh-$7.5M

SMFG 13F holders ranked 1–100 of 466

Institutional investors reporting a position in SUMITOMO MITSUI FINANCIAL GROUP, INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	MORGAN STANLEY#1 · 25,112,524 sh	25,112,524	$592.2M	0.03%	+9.4%
2	FMR#2 · 13,937,223 sh	13,937,223	$328.6M	0.01%	+10.9%
3	GOLDMAN SACHS GROUP#3 · 10,814,662 sh	10,814,662	$255.0M	0.02%	+1.0%
4	BlackRock#4 · 7,854,802 sh	7,854,802	$185.2M	<0.01%	+2.3%
5	Fisher Asset Management#5 · 6,291,379 sh	6,291,379	$148.4M	0.04%	+96.8%
6	NORTHERN#6 · 6,158,454 sh	6,158,454	$145.2M	0.02%	-0.5%
7	Clark Capital Management Group#7 · 3,831,212 sh	3,831,212	$90.3M	0.49%	+1.3%
8	AMERICAN CENTURY COMPANIES#8 · 3,493,982 sh	3,493,982	$82.4M	0.04%	+16.1%
9	DIMENSIONAL FUND ADVISORS#9 · 3,139,702 sh	3,139,702	$74.0M	0.01%	+1.6%
10	ENVESTNET ASSET MANAGEMENT#10 · 2,263,530 sh	2,263,530	$53.4M	0.01%	+2.8%
11	WELLS FARGO & COMPANY#11 · 2,146,202 sh	2,146,202	$50.6M	<0.01%	-0.7%
12	Quantinno Capital Management#12 · 2,143,555 sh	2,143,555	$50.5M	0.06%	+32.7%
13	BANK OF AMERICA#13 · 1,781,736 sh	1,781,736	$42.0M	<0.01%	-3.5%
14	FERGUSON WELLMAN CAPITAL MANAGEMENT#14 · 1,709,700 sh	1,709,700	$40.3M	—	-0.1%
15	Capital Wealth Planning#15 · 1,659,962 sh	1,659,962	$39.1M	0.20%	+27.1%
16	JPMORGAN CHASE#16 · 1,525,928 sh	1,525,928	$36.2M	<0.01%	+66.2%
17	CAUSEWAY CAPITAL MANAGEMENT#17 · 1,392,610 sh	1,392,610	$32.8M	0.36%	+9.9%
18	AQR CAPITAL MANAGEMENT#18 · 1,340,654 sh	1,340,654	$31.6M	0.01%	+58.6%
19	CHARLES SCHWAB INVESTMENT MANAGEMENT#19 · 1,244,470 sh	1,244,470	$29.3M	<0.01%	+14.2%
20	RENAISSANCE TECHNOLOGIES#20 · 1,023,572 sh	1,023,572	$24.1M	0.03%	-41.5%
21	MASSACHUSETTS FINANCIAL SERVICES#21 · 1,022,557 sh	1,022,557	$24.1M	<0.01%	+19.7%
22	Creative Planning#22 · 883,657 sh	883,657	$20.8M	0.01%	+15.6%
23	NATIXIS ADVISORS#23 · 812,854 sh	812,854	$19.2M	0.02%	+16.1%
24	Calamos Advisors#24 · 802,736 sh	802,736	$18.9M	0.06%	+333.3%
25	O'SHAUGHNESSY ASSET MANAGEMENT#25 · 791,559 sh	791,559	$18.7M	0.09%	+6.9%
26	Bank of New York Mellon#26 · 781,157 sh	781,157	$18.4M	<0.01%	+5.6%
27	ROYAL BANK OF CANADA#27 · 765,357 sh	765,357	$18.0M	<0.01%	+201.5%
28	UBS Group AG#28 · 733,542 sh	733,542	$17.3M	<0.01%	+15.5%
29	ANDERSON HOAGLAND#29 · 717,018 sh	717,018	$16.9M	—	-1.1%
30	Invesco Ltd.#30 · 628,286 sh	628,286	$14.8M	<0.01%	+0.8%
31	Pathstone#31 · 597,092 sh	597,092	$14.1M	0.04%	+1.1%
32	STIFEL FINANCIAL#32 · 570,629 sh	570,629	$13.5M	0.01%	+1.9%
33	Allspring Global Investments#33 · 540,271 sh	540,271	$13.0M	0.02%	-6.1%
34	LPL Financial#34 · 500,370 sh	500,370	$11.8M	<0.01%	+6.7%
35	Cerity Partners#35 · 493,964 sh	493,964	$11.6M	0.01%	+4.1%
36	BANK OF MONTREAL#36 · 486,147 sh	486,147	$11.5M	<0.01%	+1100.9%
37	Mariner#37 · 478,697 sh	478,697	$11.3M	0.01%	+10.0%
38	Crossmark Global#38 · 476,543 sh	476,543	$11.2M	—	+0.4%
39	Boston Partners#39 · 468,247 sh	468,247	$11.1M	<0.01%	+7.1%
40	Ethic#40 · 461,574 sh	461,574	$10.9M	0.14%	+14.9%
41	WESTFIELD CAPITAL MANAGEMENT#41 · 456,612 sh	456,612	$10.8M	0.04%	-0.2%
42	RAYMOND JAMES FINANCIAL#42 · 450,625 sh	450,625	$10.6M	<0.01%	+12.0%
43	Ramirez Asset Management#43 · 446,780 sh	446,780	$10.5M	1.10%	+10.9%
44	SEI INVESTMENTS#44 · 439,633 sh	439,633	$10.4M	<0.01%	+1.8%
45	CIBC WORLD MARKET#45 · 437,164 sh	437,164	$10.3M	0.02%	-3.5%
46	FEDERATED HERMES#46 · 414,866 sh	414,866	$9.8M	0.01%	+0.5%
47	QRG CAPITAL MANAGEMENT#47 · 408,740 sh	408,740	$9.6M	0.08%	+18.3%
48	WILEY BROS.-AINTREE CAPITAL#48 · 366,043 sh	366,043	$8.6M	0.04%	-0.1%
49	Moran Wealth Management#49 · 336,966 sh	336,966	$7.9M	—	-16.8%
50	US BANCORP \DE\#50 · 329,155 sh	329,155	$7.8M	<0.01%	+1.4%
51	ALLIANZ SE#51 · 324,970 sh	324,970	$7.7M	0.08%	+46.4%
52	EAGLE GLOBAL ADVISORS#52 · 320,000 sh	320,000	$7.5M	0.25%	+8.8%
53	ASSETMARK#53 · 317,252 sh	317,252	$7.5M	—	+28.8%
54	Cetera Investment Advisers#54 · 288,600 sh	288,600	$6.8M	<0.01%	+1.3%
55	QUADRANT CAPITAL GROUP#55 · 280,724 sh	280,724	$6.6M	—	-50.0%
56	Callan Family Office#56 · 266,254 sh	266,254	$6.3M	0.12%	+4.1%
57	AUGUSTINE ASSET MANAGEMENT#57 · 262,517 sh	262,517	$6.2M	—	-0.7%
58	Vident Advisory#58 · 260,095 sh	260,095	$6.1M	0.04%	0.0%
59	MML INVESTORS SERVICES#59 · 258,736 sh	258,736	$6.1M	0.01%	+33.4%
60	Connor, Clark & Lunn Investment Management Ltd.#60 · 252,927 sh	252,927	$6.0M	0.01%	+160.2%
61	Gradient Investments#61 · 251,341 sh	251,341	$5.9M	—	+6.2%
62	AMERIPRISE FINANCIAL#62 · 249,596 sh	249,596	$5.9M	<0.01%	+6.1%
63	HighTower Advisors#63 · 249,369 sh	249,369	$5.9M	<0.01%	-8.9%
64	Vise Technologies#64 · 248,161 sh	248,161	$5.9M	0.07%	+18.9%
65	CITIGROUP#65 · 242,046 sh	242,046	$5.7M	<0.01%	+6.0%
66	Russell Investments Group, Ltd.#66 · 238,293 sh	238,293	$5.6M	<0.01%	+23.4%
67	SIGNATUREFD#67 · 235,552 sh	235,552	$5.6M	—	+4.8%
68	Laird Norton Wetherby Company#68 · 231,955 sh	231,955	$5.5M	0.11%	-1.5%
69	FACTORY MUTUAL INSURANCE#69 · 230,432 sh	230,432	$5.4M	0.05%	0.0%
70	Gilman Hill Asset Management#70 · 211,570 sh	211,570	$5.0M	—	+2.3%
71	PNC FINANCIAL SERVICES GROUP#71 · 211,424 sh	211,424	$5.0M	<0.01%	+3.2%
72	Calamos Wealth Management#72 · 206,378 sh	206,378	$4.9M	0.15%	+11.4%
73	Vanguard Personalized Indexing Management#73 · 204,401 sh	204,401	$4.8M	0.04%	+1.9%
74	VOLORIDGE INVESTMENT MANAGEMENT#74 · 196,100 sh	196,100	$4.6M	0.02%	-32.5%
75	FIRST ADVISORS#75 · 188,474 sh	188,474	$4.4M	<0.01%	-2.8%
76	JONES FINANCIAL COMPANIES LLLP#76 · 173,711 sh	173,711	$4.1M	<0.01%	+67.1%
77	MERCER GLOBAL ADVISORS#77 · 175,094 sh	175,094	$4.1M	<0.01%	-1.1%
78	Naviter Wealth#78 · 172,721 sh	172,721	$4.1M	0.37%	+27.1%
79	PARK AVENUE SECURITIES#79 · 165,726 sh	165,726	$3.9M	—	New
80	LEE JOHNSON CAPITAL MANAGEMENT#80 · 163,993 sh	163,993	$3.9M	1.21%	New
81	SUSQUEHANNA INTERNATIONAL GROUP, LLP#81 · 163,083 sh	163,083	$3.8M	<0.01%	+1095.2%
82	IEQ CAPITAL#82 · 162,467 sh	162,467	$3.8M	0.02%	+11.7%
83	Neuberger Berman Group#83 · 159,544 sh	159,544	$3.8M	<0.01%	+12.1%
84	DJE Kapital AG#84 · 94,049 sh	94,049	$3.7M	0.07%	-6.4%
85	Nuveen#85 · 155,052 sh	155,052	$3.7M	<0.01%	New
86	Caprock Group#86 · 149,157 sh	149,157	$3.6M	0.07%	+1.7%
87	EVERGREEN CAPITAL MANAGEMENT#87 · 148,899 sh	148,899	$3.5M	—	+37.9%
88	BAROMETER CAPITAL MANAGEMENT#88 · 143,600 sh	143,600	$3.4M	0.94%	+13.2%
89	Advisors Asset Management#89 · 141,675 sh	141,675	$3.3M	0.05%	+1.5%
90	RITHOLTZ WEALTH MANAGEMENT#90 · 139,625 sh	139,625	$3.3M	0.05%	+2.4%
91	PARR MCKNIGHT WEALTH MANAGEMENT GROUP#91 · 138,754 sh	138,754	$3.3M	0.39%	+0.5%
92	CAPTRUST FINANCIAL ADVISORS#92 · 137,775 sh	137,775	$3.2M	<0.01%	-5.0%
93	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#93 · 134,555 sh	134,555	$3.2M	<0.01%	0.0%
94	GREENLEAF#94 · 131,754 sh	131,754	$3.1M	0.03%	-3.4%
95	Diversify Advisory Services#95 · 116,391 sh	116,391	$3.1M	—	New
96	DIVERSIFY WEALTH MANAGEMENT#96 · 116,391 sh	116,391	$3.1M	—	-2.4%
97	BTC Capital Management#97 · 127,667 sh	127,667	$3.0M	0.18%	+4.2%
98	Pekin Hardy Strauss#98 · 126,375 sh	126,375	$3.0M	0.26%	+5.4%
99	RHUMBLINE ADVISERS#99 · 123,552 sh	123,552	$2.9M	<0.01%	+8.4%
100	Compound Planning#100 · 123,073 sh	123,073	$2.9M	0.08%	+8.3%

Funds that sold out of SMFG in Q2 2026 (42)

Held SMFG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held SMFG in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Qube Research & Technologies Ltd459,656 sh	459,656	$9.1M
TORONTO DOMINION BANK327,910 sh	327,910	$6.5M
Massar Capital Management320,000 sh	320,000	$6.3M
CITADEL ADVISORS265,505 sh	265,505	$5.2M
XY Capital Ltd175,608 sh	175,608	$3.5M
Aquatic Capital Management165,045 sh	165,045	$3.3M
Point72 Asset Management, L.P.159,100 sh	159,100	$3.1M
XTX Topco Ltd77,044 sh	77,044	$1.5M
Campbell & Investment Adviser58,026 sh	58,026	$1.1M
TWO SIGMA SECURITIES38,251 sh	38,251	$755.5K
AXQ CAPITAL28,928 sh	28,928	$571.3K
LMR Partners LLP28,506 sh	28,506	$563.0K
Dynamic Technology Lab Private Ltd26,363 sh	26,363	$520.7K
Voleon Capital Management24,991 sh	24,991	$493.6K
Private Advisor Group22,435 sh	22,435	$443.1K
MARSHALL WACE, LLP18,735 sh	18,735	$370.0K
Schonfeld Strategic Advisors18,214 sh	18,214	$359.7K
Beverly Hills Private Wealth17,177 sh	17,177	$339.2K
NATURAL INVESTMENTS13,499 sh	13,499	$266.0K
Bridgefront Capital12,981 sh	12,981	$256.4K
a16z Perennial Management, L.P.12,699 sh	12,699	$250.8K
SG Americas Securities12,659 sh	12,659	$250.0K
TWO SIGMA INVESTMENTS12,000 sh	12,000	$237.0K
KINGSWOOD WEALTH ADVISORS11,365 sh	11,365	$224.5K
D'Orazio & Associates10,340 sh	10,340	$204.2K
TWIN PEAKS WEALTH ADVISORS4,276 sh	4,276	$84.5K
Advisory Services Network2,136 sh	2,136	$42.2K
Berbice Capital Management2,000 sh	2,000	$39.5K
Addison Advisors1,876 sh	1,876	$37.1K
Destiny Wealth Partners1,679 sh	1,679	$33.2K
Sound Income Strategies1,404 sh	1,404	$29.1K
Golden State Equity Partners1,355 sh	1,355	$26.8K
Root Financial Partners1,214 sh	1,214	$24.0K
Ancora Advisors1,185 sh	1,185	$23.4K
Annis Gardner Whiting Capital Advisors707 sh	707	$14.0K
Pinnacle Bancorp499 sh	499	$9.9K
Innovative Asset Advisors Group498 sh	498	$9.8K
Intentional Wealth Strategies145 sh	145	$2.9K
Western Wealth Management68 sh	68	$1.3K
Frazier Financial Advisors21 sh	21	$415.00
TOTH FINANCIAL ADVISORY11 sh	11	$218.00
Murphy & Mullick Capital Management8 sh	8	$158.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.