SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SMFG 13F holders ranked 101–200 of 466
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Focus Partners Wealth#101 · 112,556 sh | 112,556 | $2.7M | <0.01% | +15.3% |
| 102 | Orion Porfolio Solutions#102 · 111,339 sh | 111,339 | $2.6M | 0.02% | +12.7% |
| 103 | Sequoia Financial Advisors#103 · 109,279 sh | 109,279 | $2.6M | 0.01% | -28.5% |
| 104 | Ninepoint Partners#104 · 106,929 sh | 106,929 | $2.5M | 0.19% | +185.7% |
| 105 | Rockefeller Capital Management L.P.#105 · 106,210 sh | 106,210 | $2.5M | <0.01% | +5.2% |
| 106 | PARADIGM ASSET MANAGEMENT#106 · 61,800 sh | 61,800 | $2.4M | 0.52% | 0.0% |
| 107 | Aaron Wealth Advisors#107 · 101,462 sh | 101,462 | $2.4M | — | +10.9% |
| 108 | CIBC Asset Management#108 · 102,614 sh | 102,614 | $2.3M | <0.01% | -15.4% |
| 109 | Vestmark Advisory Solutions#109 · 97,721 sh | 97,721 | $2.3M | 0.02% | +12.0% |
| 110 | KEYBANK NATIONAL ASSOCIATION#110 · 95,804 sh | 95,804 | $2.3M | <0.01% | +35.1% |
| 111 | Corient Private Wealth#111 · 95,045 sh | 95,045 | $2.2M | <0.01% | -9.5% |
| 112 | PRINCIPAL SECURITIES#112 · 92,822 sh | 92,822 | $2.2M | 0.03% | +5.2% |
| 113 | UNITED CAPITAL FINANCIAL ADVISORS#113 · 92,438 sh | 92,438 | $2.2M | 0.01% | +4.8% |
| 114 | Dorsey Wright & Associates#114 · 91,502 sh | 91,502 | $2.2M | 0.37% | -28.6% |
| 115 | ALLIANCEBERNSTEIN L.P.#115 · 103,811 sh | 103,811 | $2.1M | <0.01% | -3.8% |
| 116 | Alphadyne Asset Management#116 · 82,753 sh | 82,753 | $2.0M | 0.02% | New |
| 117 | Ballentine Partners#117 · 82,093 sh | 82,093 | $1.9M | 0.02% | +12.4% |
| 118 | Myriad Asset Management Advisors#118 · 82,080 sh | 82,080 | $1.9M | 0.46% | New |
| 119 | HRT FINANCIAL#119 · 81,755 sh | 81,755 | $1.9M | <0.01% | New |
| 120 | CHOREO#120 · 81,395 sh | 81,395 | $1.9M | 0.02% | +5.6% |
| 121 | Mount Yale Investment Advisors#121 · 80,785 sh | 80,785 | $1.9M | 0.04% | +5.4% |
| 122 | M&T BANK#122 · 78,578 sh | 78,578 | $1.9M | <0.01% | +19.5% |
| 123 | Dorsey & Whitney#123 · 77,486 sh | 77,486 | $1.8M | 0.09% | +1.5% |
| 124 | Smartleaf Asset Management#124 · 76,040 sh | 76,040 | $1.8M | 0.06% | 0.0% |
| 125 | Y-Intercept (Hong Kong) Ltd#125 · 76,263 sh | 76,263 | $1.8M | — | +28.0% |
| 126 | MILLENNIUM MANAGEMENT#126 · 76,206 sh | 76,206 | $1.8M | <0.01% | -31.5% |
| 127 | Sivia Capital Partners#127 · 75,546 sh | 75,546 | $1.8M | 0.22% | +105.7% |
| 128 | LOCKHEED MARTIN INVESTMENT MANAGEMENT#128 · 73,870 sh | 73,870 | $1.7M | 0.07% | 0.0% |
| 129 | Redhawk Wealth Advisors#129 · 73,281 sh | 73,281 | $1.7M | — | +3.6% |
| 130 | FRANKLIN RESOURCES#130 · 70,456 sh | 70,456 | $1.7M | <0.01% | -14.7% |
| 131 | OPPENHEIMER ASSET MANAGEMENT#131 · 70,106 sh | 70,106 | $1.7M | 0.02% | +1.9% |
| 132 | 1832 Asset Management L.P.#132 · 67,070 sh | 67,070 | $1.6M | <0.01% | +16.3% |
| 133 | BNP PARIBAS FINANCIAL MARKETS#133 · 66,638 sh | 66,638 | $1.6M | <0.01% | +0.5% |
| 134 | Summit Trail Advisors#134 · 65,517 sh | 65,517 | $1.5M | 0.02% | +1.4% |
| 135 | Integrated Quantitative Investments#135 · 65,381 sh | 65,381 | $1.5M | 0.25% | -50.0% |
| 136 | NEW YORK STATE COMMON RETIREMENT FUND#136 · 65,381 sh | 65,381 | $1.5M | <0.01% | 0.0% |
| 137 | Global Retirement Partners#137 · 62,091 sh | 62,091 | $1.5M | 0.02% | — |
| 138 | Atria Investments#138 · 61,156 sh | 61,156 | $1.4M | — | +5.8% |
| 139 | OSAIC#139 · 60,949 sh | 60,949 | $1.4M | <0.01% | +3.4% |
| 140 | Dynasty Wealth Management#140 · 59,684 sh | 59,684 | $1.4M | 0.01% | +241.5% |
| 141 | MISSION WEALTH MANAGEMENT#141 · 59,019 sh | 59,019 | $1.4M | — | +11.5% |
| 142 | Parallel Advisors#142 · 58,138 sh | 58,138 | $1.4M | 0.02% | +0.9% |
| 143 | WILLIAM BLAIR INVESTMENT MANAGEMENT#143 · 57,660 sh | 57,660 | $1.4M | <0.01% | -24.2% |
| 144 | WEALTH ENHANCEMENT ADVISORY SERVICES#144 · 50,787 sh | 50,787 | $1.3M | — | +27.1% |
| 145 | AdvisorShares Investments#145 · 54,800 sh | 54,800 | $1.3M | 0.16% | -6.7% |
| 146 | Walleye Capital#146 · 53,857 sh | 53,857 | $1.3M | <0.01% | New |
| 147 | Farther Finance Advisors#147 · 52,124 sh | 52,124 | $1.2M | — | +28.7% |
| 148 | HB Wealth Management#148 · 51,663 sh | 51,663 | $1.2M | — | +5.3% |
| 149 | PDS Planning#149 · 50,641 sh | 50,641 | $1.2M | 0.07% | +0.8% |
| 150 | HANTZ FINANCIAL SERVICES#150 · 50,386 sh | 50,386 | $1.2M | 0.02% | +29.4% |
| 151 | Savant Capital#151 · 54,021 sh | 54,021 | $1.2M | <0.01% | +84.0% |
| 152 | Summit Financial#152 · 48,673 sh | 48,673 | $1.2M | 0.01% | -0.8% |
| 153 | Pacer Advisors#153 · 29,454 sh | 29,454 | $1.1M | <0.01% | -37.2% |
| 154 | Limestone Investment Advisors#154 · 47,905 sh | 47,905 | $1.1M | 0.08% | 0.0% |
| 155 | Storgate#155 · 46,764 sh | 46,764 | $1.1M | 0.23% | +172.2% |
| 156 | TRUIST FINANCIAL#156 · 46,543 sh | 46,543 | $1.1M | <0.01% | +1.4% |
| 157 | Ellevest#157 · 45,842 sh | 45,842 | $1.1M | 0.13% | +0.3% |
| 158 | LOUISBOURG INVESTMENTS#158 · 44,652 sh | 44,652 | $1.1M | — | 0.0% |
| 159 | GLENMEDE NA#159 · 44,436 sh | 44,436 | $1.0M | <0.01% | +1.0% |
| 160 | Dakota Wealth Management#160 · 44,373 sh | 44,373 | $1.0M | 0.02% | +16.3% |
| 161 | Checchi Capital Advisers#161 · 43,997 sh | 43,997 | $1.0M | 0.05% | -2.0% |
| 162 | Versant Capital Management#162 · 43,849 sh | 43,849 | $1.0M | — | +1.7% |
| 163 | GAMMA Investing#163 · 42,429 sh | 42,429 | $1.0M | — | +17.4% |
| 164 | SRS Capital Advisors#164 · 41,927 sh | 41,927 | $988.6K | <0.01% | +342.6% |
| 165 | Venturi Wealth Management#165 · 41,855 sh | 41,855 | $986.9K | 0.04% | +14.2% |
| 166 | Themes Management#166 · 41,750 sh | 41,750 | $984.5K | 0.65% | -14.8% |
| 167 | SYON CAPITAL#167 · 41,381 sh | 41,381 | $975.8K | 0.04% | +5.9% |
| 168 | Flatrock Wealth Partners#168 · 40,757 sh | 40,757 | $972.8K | 0.38% | +1.4% |
| 169 | JANE STREET GROUP#169 · 41,214 sh | 41,214 | $971.8K | <0.01% | -96.7% |
| 170 | Legacy Wealth Asset Management#170 · 41,147 sh | 41,147 | $970.2K | — | -0.1% |
| 171 | NewEdge Wealth#171 · 39,951 sh | 39,951 | $942.0K | <0.01% | +33.1% |
| 172 | PZENA INVESTMENT MANAGEMENT#172 · 37,322 sh | 37,322 | $880.1K | <0.01% | +14.7% |
| 173 | COLDSTREAM CAPITAL MANAGEMENT#173 · 36,691 sh | 36,691 | $871.1K | 0.01% | -33.4% |
| 174 | Sanctuary Advisors#174 · 36,899 sh | 36,899 | $870.1K | <0.01% | +67.7% |
| 175 | Abel Hall#175 · 36,491 sh | 36,491 | $860.5K | — | +4.6% |
| 176 | Merit Financial Group#176 · 36,244 sh | 36,244 | $854.6K | <0.01% | +24.6% |
| 177 | Prospera Financial Services#177 · 35,565 sh | 35,565 | $838.6K | 0.01% | -0.5% |
| 178 | RNC CAPITAL MANAGEMENT#178 · 35,379 sh | 35,379 | $834.2K | 0.03% | -25.0% |
| 179 | BAILARD#179 · 35,290 sh | 35,290 | $832.1K | — | -3.1% |
| 180 | Cordatus Wealth Management#180 · 35,169 sh | 35,169 | $829.3K | — | +1.0% |
| 181 | Lido Advisors#181 · 34,708 sh | 34,708 | $828.1K | <0.01% | +5.2% |
| 182 | FLPUTNAM INVESTMENT MANAGEMENT#182 · 34,759 sh | 34,759 | $819.6K | <0.01% | +3.2% |
| 183 | Kathmere Capital Management#183 · 34,301 sh | 34,301 | $808.8K | — | +38.8% |
| 184 | SAGE RHINO CAPITAL#184 · 34,090 sh | 34,090 | $803.8K | 0.13% | +0.3% |
| 185 | LEUCADIA NATIONAL#185 · 33,526 sh | 33,526 | $790.5K | <0.01% | +14.1% |
| 186 | Bleakley Financial Group#186 · 32,905 sh | 32,905 | $775.9K | <0.01% | +35.4% |
| 187 | Pinnacle Wealth Planning Services#187 · 32,865 sh | 32,865 | $775.0K | 0.07% | -1.3% |
| 188 | WESTWOOD GROUP#188 · 32,798 sh | 32,798 | $773.4K | <0.01% | -0.1% |
| 189 | MATHER GROUP#189 · 32,661 sh | 32,661 | $770.1K | — | 0.0% |
| 190 | TRED AVON FAMILY WEALTH#190 · 31,695 sh | 31,695 | $747.4K | — | 0.0% |
| 191 | LAZARD ASSET MANAGEMENT#191 · 31,503 sh | 31,503 | $742.8K | <0.01% | -0.3% |
| 192 | SAGESPRING WEALTH PARTNERS#192 · 30,744 sh | 30,744 | $725.0K | — | +3.6% |
| 193 | GeoWealth Management#193 · 30,744 sh | 30,744 | $724.9K | 0.02% | +59.6% |
| 194 | SmartHarvest Portfolios#194 · 29,776 sh | 29,776 | $702.1K | — | +9.9% |
| 195 | Principal Street Partners#195 · 29,475 sh | 29,475 | $695.0K | 0.10% | 0.0% |
| 196 | Gateway Wealth Partners#196 · 29,009 sh | 29,009 | $684.0K | 0.04% | +1.8% |
| 197 | SCHRODER INVESTMENT MANAGEMENT GROUP#197 · 28,651 sh | 28,651 | $679.3K | <0.01% | +0.1% |
| 198 | Chevy Chase#198 · 28,562 sh | 28,562 | $673.5K | <0.01% | +1.6% |
| 199 | Jain Global#199 · 28,102 sh | 28,102 | $662.6K | <0.01% | -57.4% |
| 200 | GC Wealth Management RIA#200 · 27,793 sh | 27,793 | $655.4K | 0.04% | +80.4% |
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.