SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 466
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Clearstead Advisors#301 · 9,424 sh | 9,424 | $222.2K | <0.01% | -50.0% |
| 302 | CIBC Bancorp USA#302 · 9,240 sh | 9,240 | $217.9K | <0.01% | -23.1% |
| 303 | BROWN ADVISORY#303 · 9,161 sh | 9,161 | $216.0K | <0.01% | -51.4% |
| 304 | LVW Advisors#304 · 9,132 sh | 9,132 | $215.3K | — | New |
| 305 | Pallas Capital Advisors#305 · 9,017 sh | 9,017 | $212.6K | <0.01% | New |
| 306 | EARNED WEALTH ADVISORS#306 · 8,907 sh | 8,907 | $210.0K | 0.01% | -39.2% |
| 307 | E Fund Management (Hong Kong) , Ltd.#307 · 8,827 sh | 8,827 | $208.1K | 0.07% | New |
| 308 | E Fund Management , Ltd.#308 · 8,827 sh | 8,827 | $208.1K | <0.01% | New |
| 309 | BROWN BROTHERS HARRIMAN#309 · 8,745 sh | 8,745 | $206.2K | <0.01% | +52.1% |
| 310 | V-Square Quantitative Management#310 · 8,709 sh | 8,709 | $205.4K | — | +13.1% |
| 311 | WRAPMANAGER#311 · 8,613 sh | 8,613 | $203.1K | 0.06% | New |
| 312 | FIDUCIARY FINANCIAL GROUP#312 · 8,577 sh | 8,577 | $202.2K | — | New |
| 313 | Klingman & Associates#313 · 8,566 sh | 8,566 | $202.0K | — | New |
| 314 | Bruce G. Allen Investments#314 · 8,546 sh | 8,546 | $201.5K | 0.13% | +1.1% |
| 315 | Allworth Financial#315 · 7,238 sh | 7,238 | $170.7K | <0.01% | -5.9% |
| 316 | Quantbot Technologies#316 · 5,974 sh | 5,974 | $140.9K | <0.01% | -72.1% |
| 317 | BARCLAYS PLC#317 · 5,823 sh | 5,823 | $137.3K | 0.00% | +44.3% |
| 318 | Ares Financial Consulting#318 · 5,767 sh | 5,767 | $136.0K | — | 0.0% |
| 319 | HARBOUR INVESTMENTS#319 · 4,958 sh | 4,958 | $116.9K | <0.01% | -0.2% |
| 320 | RICHARDSON FINANCIAL SERVICES#320 · 4,246 sh | 4,246 | $100.1K | 0.06% | +10.6% |
| 321 | Te Ahumairangi Investment Management Ltd#321 · 4,216 sh | 4,216 | $99.4K | 0.02% | 0.0% |
| 322 | FIFTH THIRD BANCORP#322 · 4,052 sh | 4,052 | $95.5K | <0.01% | -4.5% |
| 323 | Owl Creek Wealth Partners#323 · 3,989 sh | 3,989 | $94.1K | — | -1.1% |
| 324 | Rosenberg Matthew Hamilton#324 · 3,827 sh | 3,827 | $90.2K | — | 0.0% |
| 325 | Cape Investment Advisory#325 · 3,819 sh | 3,819 | $90.1K | — | New |
| 326 | Manchester Capital Management#326 · 3,752 sh | 3,752 | $88.5K | — | 0.0% |
| 327 | HUNTINGTON NATIONAL BANK#327 · 3,727 sh | 3,727 | $87.9K | <0.01% | +20.9% |
| 328 | Salomon & Ludwin#328 · 3,421 sh | 3,421 | $82.3K | <0.01% | +70.1% |
| 329 | James T. Borello RIA#329 · 3,338 sh | 3,338 | $78.7K | — | 0.0% |
| 330 | WHITTIER#330 · 2,945 sh | 2,945 | $75.1K | <0.01% | New |
| 331 | BESSEMER GROUP#331 · 3,169 sh | 3,169 | $75.0K | <0.01% | +0.8% |
| 332 | True Wealth Design#332 · 2,925 sh | 2,925 | $69.0K | — | +28.6% |
| 333 | ROTHSCHILD INVESTMENT#333 · 2,858 sh | 2,858 | $67.4K | <0.01% | +46.9% |
| 334 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#334 · 2,651 sh | 2,651 | $62.5K | 0.00% | +28.0% |
| 335 | JFS WEALTH ADVISORS#335 · 2,409 sh | 2,409 | $56.8K | <0.01% | 0.0% |
| 336 | NBC SECURITIES#336 · 2,378 sh | 2,378 | $56.1K | — | -13.1% |
| 337 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#337 · 2,336 sh | 2,336 | $55.1K | <0.01% | 0.0% |
| 338 | Larson Financial Group#338 · 2,207 sh | 2,207 | $52.0K | <0.01% | +37.7% |
| 339 | TD PRIVATE CLIENT WEALTH#339 · 2,001 sh | 2,001 | $47.2K | <0.01% | -18.2% |
| 340 | Cornerstone Planning Group#340 · 1,737 sh | 1,737 | $45.3K | — | -7.9% |
| 341 | IFP Advisors#341 · 1,626 sh | 1,626 | $38.3K | — | 0.0% |
| 342 | BAYBAN#342 · 1,532 sh | 1,532 | $36.1K | 0.03% | 0.0% |
| 343 | GW&K Investment Management#343 · 1,421 sh | 1,421 | $34.0K | <0.01% | +0.4% |
| 344 | PIN OAK INVESTMENT ADVISORS#344 · 1,706 sh | 1,706 | $34.0K | 0.02% | 0.0% |
| 345 | CULLEN/FROST BANKERS#345 · 1,377 sh | 1,377 | $32.5K | <0.01% | +4.0% |
| 346 | Essential Partners#346 · 1,300 sh | 1,300 | $30.7K | — | +23.9% |
| 347 | FWL INVESTMENT MANAGEMENT#347 · 1,249 sh | 1,249 | $29.5K | <0.01% | +294.0% |
| 348 | Continuum Advisory#348 · 1,201 sh | 1,201 | $28.3K | <0.01% | New |
| 349 | Aventura Private Wealth#349 · 1,193 sh | 1,193 | $28.1K | <0.01% | 0.0% |
| 350 | PRIVATE NA#350 · 1,187 sh | 1,187 | $28.0K | — | +7.3% |
| 351 | Financial Management Professionals#351 · 1,141 sh | 1,141 | $27.3K | — | -7.0% |
| 352 | Signature Equity Partners#352 · 1,135 sh | 1,135 | $26.8K | 0.01% | -2.5% |
| 353 | SJS Investment Consulting#353 · 1,116 sh | 1,116 | $26.3K | — | +48.4% |
| 354 | Bare Financial Services#354 · 997 sh | 997 | $23.5K | <0.01% | +190.7% |
| 355 | NISA INVESTMENT ADVISORS#355 · 948 sh | 948 | $22.5K | — | +94.3% |
| 356 | JPL Wealth Management#356 · 937 sh | 937 | $22.1K | <0.01% | -30.7% |
| 357 | ZRC WEALTH MANAGEMENT#357 · 928 sh | 928 | $21.9K | — | New |
| 358 | Wellington Grp#358 · 1,104 sh | 1,104 | $21.8K | <0.01% | 0.0% |
| 359 | Oakworth Capital#359 · 921 sh | 921 | $21.7K | — | 0.0% |
| 360 | HIGHLINE WEALTH PARTNERS#360 · 902 sh | 902 | $21.3K | — | +3.9% |
| 361 | Silver Grove Financial Group#361 · 893 sh | 893 | $21.0K | 0.01% | New |
| 362 | Capital Analysts#362 · 882 sh | 882 | $21.0K | <0.01% | 0.0% |
| 363 | SHP Wealth Management#363 · 874 sh | 874 | $20.6K | <0.01% | +46.2% |
| 364 | Rossby Financial, LCC#364 · 854 sh | 854 | $20.1K | <0.01% | +8.5% |
| 365 | Basepoint Wealth#365 · 818 sh | 818 | $19.3K | 0.01% | 0.0% |
| 366 | HHM Wealth Advisors#366 · 806 sh | 806 | $19.0K | <0.01% | 0.0% |
| 367 | RAFFA WEALTH MANAGEMENT#367 · 785 sh | 785 | $18.5K | <0.01% | +56.7% |
| 368 | First Command Advisory Services#368 · 756 sh | 756 | $17.8K | <0.01% | +179.0% |
| 369 | Steigerwald, Gordon & Koch#369 · 750 sh | 750 | $17.7K | <0.01% | 0.0% |
| 370 | Cheviot Value Management#370 · 728 sh | 728 | $17.2K | <0.01% | 0.0% |
| 371 | Kilter Group#371 · 696 sh | 696 | $16.4K | <0.01% | +448.0% |
| 372 | FINANCIAL CONSULATE#372 · 694 sh | 694 | $16.4K | — | +112.2% |
| 373 | Institute for Wealth Management#373 · 670 sh | 670 | $15.8K | <0.01% | New |
| 374 | PFS Partners#374 · 648 sh | 648 | $15.3K | — | 0.0% |
| 375 | ALBION FINANCIAL GROUP#375 · 644 sh | 644 | $15.2K | — | 0.0% |
| 376 | Strategic Wealth Partners, Ltd.#376 · 618 sh | 618 | $14.6K | <0.01% | 0.0% |
| 377 | Acumen Wealth Advisors#377 · 616 sh | 616 | $14.5K | <0.01% | 0.0% |
| 378 | WPG Advisers#378 · 580 sh | 580 | $13.7K | <0.01% | -1.0% |
| 379 | ORG Wealth Partners#379 · 566 sh | 566 | $13.3K | <0.01% | 0.0% |
| 380 | Synergy Investment Management#380 · 516 sh | 516 | $12.9K | <0.01% | New |
| 381 | Cherry Tree Wealth Management#381 · 533 sh | 533 | $12.6K | — | 0.0% |
| 382 | Principia Wealth Advisory#382 · 511 sh | 511 | $12.0K | <0.01% | +7.4% |
| 383 | BROWN, LISLE/CUMMINGS#383 · 472 sh | 472 | $11.1K | — | -23.6% |
| 384 | BOK Financial Private Wealth#384 · 470 sh | 470 | $11.1K | <0.01% | New |
| 385 | Arlington#385 · 446 sh | 446 | $10.5K | — | 0.0% |
| 386 | Physician Wealth Advisors#386 · 433 sh | 433 | $10.2K | — | +28.5% |
| 387 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#387 · 422 sh | 422 | $10.0K | 0.00% | +6.0% |
| 388 | Triumph Capital Management#388 · 393 sh | 393 | $9.3K | — | +10.1% |
| 389 | Newbridge Financial Services Group#389 · 393 sh | 393 | $9.3K | — | 0.0% |
| 390 | Bell Investment Advisors#390 · 384 sh | 384 | $9.1K | <0.01% | 0.0% |
| 391 | Spire Wealth Management#391 · 377 sh | 377 | $8.9K | <0.01% | 0.0% |
| 392 | JNBA Financial Advisors#392 · 361 sh | 361 | $8.5K | <0.01% | +292.4% |
| 393 | Ameritas Advisory Services#393 · 345 sh | 345 | $8.1K | <0.01% | -97.3% |
| 394 | MANNING & NAPIER ADVISORS#394 · 337 sh | 337 | $8.0K | <0.01% | 0.0% |
| 395 | LRI Investments#395 · 332 sh | 332 | $7.8K | <0.01% | +102.4% |
| 396 | Retirement Wealth Solutions#396 · 313 sh | 313 | $7.4K | — | +22.7% |
| 397 | CREATIVE FINANCIAL DESIGNS#397 · 311 sh | 311 | $7.3K | <0.01% | 0.0% |
| 398 | Park Square Financial Group#398 · 274 sh | 274 | $6.5K | 0.06% | -27.3% |
| 399 | Plante Moran Financial Advisors#399 · 271 sh | 271 | $6.4K | <0.01% | New |
| 400 | Gleason Group#400 · 265 sh | 265 | $6.2K | — | New |
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.