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SMFG — SUMITOMO MITSUI FIN GRP INC

Reported value held$1.90B
Funds holding (latest)32
SectorFinancials
Funds holding (Q2 2026)23
Institutional value$1.87B · 79.31M sh
New / Add / Cut / Exit1 / 14 / 7 / 3
Top-5 / Top-10 concentration80.5% / 90.9%
Institutional holdings change Accumulating +5.2% (+3.95M sh)
Institutional value change Up +25.7%

As of Q2 2026, 23 SEC-registered investment managers reported holding SMFG (SUMITOMO MITSUI FIN GRP INC) in their latest 13F filings, with a combined reported value of $1.87B across 79.31M shares. That is +5.2% by share count (+3.95M shares) versus the previous quarter, while reported value moved +25.7%. Ownership is concentrated: the five largest holders account for 80.5% of reported value and the top ten for 90.9%.

Compared with the prior quarter, 1 opened new positions, 14 added to existing stakes, 7 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SMFG is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Morgan Stanley history Q2 2026 25.11M $592.15M 0.03% Add
Fidelity Management & Research (FMR) history Q2 2026 13.94M $328.64M 0.02% Add
Goldman Sachs Group history Q2 2026 10.81M $255.01M 0.02% Add
BlackRock Inc history Q2 2026 7.85M $185.22M 0.00% Add
Northern Trust Corp history Q2 2026 6.16M $145.22M 0.02% Reduce
Wells Fargo & Co history Q2 2026 2.15M $50.61M 0.01% Reduce
Bank of America Corp history Q2 2026 1.78M $42.01M 0.00% Reduce
JPMorgan Chase & Co history Q2 2026 1.53M $36.18M 0.00% New
Causeway Capital Management history Q2 2026 1.39M $32.84M 0.36% Add
AQR Capital Management history Q2 2026 1.34M $31.61M 0.01% Add
Charles Schwab Investment Management history Q2 2026 1.24M $29.34M 0.00% Add
Citadel Advisors history Q2 2026 1.14M $26.90M 0.00% Reduce
Renaissance Technologies history Q2 2026 1.02M $24.14M 0.03% Reduce
MFS Investment Management history Q2 2026 1.02M $24.11M 0.01% Add
BNY Mellon history Q2 2026 781.16K $18.42M 0.00% Add
UBS Group AG history Q2 2026 733.54K $17.30M 0.00% Add
Invesco Ltd history Q2 2026 628.29K $14.81M 0.00% Add
D. E. Shaw & Co history Q4 2025 600.91K $11.62M 0.01% Reduce
Arrowstreet Capital history Q4 2024 409.58K $5.93M 0.01% Reduce
Citigroup Inc history Q2 2026 242.05K $5.71M 0.00% Add

View all 32 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Morgan Stanley 8.60M 8.95M 8.04M 14.27M 15.69M 13.39M 11.95M 12.29M 12.26M 13.38M 12.12M 13.47M 16.32M 23.70M 35.09M 31.26M 21.14M 21.54M 22.96M 25.11M
Fidelity Management & Research (FMR) 4.40M 4.87M 4.46M 4.47M 4.34M 5.58M 6.36M 6.36M 6.96M 7.03M 7.05M 6.85M 7.19M 8.38M 9.64M 9.68M 10.77M 12.25M 12.57M 13.94M
Goldman Sachs Group 7.85M 9.45M 8.16M 9.48M 10.60M 9.90M 11.29M 11.87M 12.98M 11.03M 10.92M 11.32M 11.23M 11.22M 11.27M 10.67M 10.84M 11.00M 10.71M 10.81M
BlackRock Inc — — — — — — — — — — — — 6.91M 6.96M 6.96M 6.87M 7.11M 7.16M 7.68M 7.85M
Northern Trust Corp 4.40M 4.18M 3.99M 4.01M 4.04M 3.82M 3.87M 3.87M 3.48M 3.39M 2.89M 2.80M 2.80M 5.03M 5.19M 5.60M 5.74M 6.10M 6.19M 6.16M
Wells Fargo & Co 5.69M 4.73M 5.80M 5.66M 5.64M 5.46M 5.13M 5.03M 5.04M 4.27M 4.28M 4.14M 3.28M 2.08M 1.99M 2.02M 2.13M 2.15M 2.16M 2.15M
Bank of America Corp 5.03M 2.99M 3.19M 2.96M 2.85M 3.18M 3.00M 2.95M 2.89M 1.32M 1.32M 1.18M 1.65M 1.78M 1.84M 1.92M 1.44M 1.53M 1.85M 1.78M
JPMorgan Chase & Co 30.52K 30.90K 99.56K 45.51K 47.07K 532.40K 859.88K 908.49K 850.00K 831.27K 835.90K 852.77K 1.37M 1.02M 1.19M 1.19M 537.44K 711.07K — 1.53M
Causeway Capital Management 2.29M 2.02M 1.98M 1.88M 1.73M 1.62M 1.67M 1.67M 1.03M 988.31K 20.36K 18.59K 16.12K 13.35K — 301.80K 800.90K 1.18M 1.27M 1.39M
AQR Capital Management — — — — — — — — — — 83.12K 111.67K 127.99K 140.73K 177.25K 368.99K 520.52K 644.76K 845.22K 1.34M
Charles Schwab Investment Management — — — — — 24.05K 41.27K 86.81K 152.07K 188.24K 284.45K 360.16K 405.92K 482.78K 579.28K 631.31K 770.43K 886.13K 1.09M 1.24M
Citadel Advisors 515.38K 197.99K 1.17M 249.55K 52.86K 1.89M — 1.07M 256.26K 119.11K 681.65K 4.08M 3.78M 3.48M 158.78K 1.68M 3.13M 3.45M 2.56M 1.14M
Renaissance Technologies 4.30M 3.69M 3.65M 3.54M 3.09M 2.68M 2.37M 2.13M 1.97M 1.72M 1.57M 1.53M 1.63M 1.61M 1.64M 2.07M 2.28M 1.92M 1.75M 1.02M
MFS Investment Management — — — — — — — 108.20K 124.34K — — — — 138.68K 282.36K 379.19K 643.44K 736.47K 854.60K 1.02M
BNY Mellon 842.79K 246.09K 260.52K 238.22K 274.91K 395.57K 378.73K 391.04K 356.03K 287.10K 270.81K 292.98K 311.12K 745.85K 670.69K 638.41K 686.53K 711.13K 739.78K 781.16K
UBS Group AG 355.12K 324.88K 361.46K 24.97K 35.93K 37.74K 816.86K 352.21K 344.44K 343.46K 331.80K 357.57K 530.79K 666.13K 896.92K 463.50K 371.86K 731.25K 635.27K 733.54K
Invesco Ltd — 97.31K 4.15M 3.12M 5.23M 4.58M 3.15M 3.87M 3.19M 2.49M 1.87M 1.26M 1.36M 1.01M 918.29K 964.87K 1.07M 1.00M 623.03K 628.29K
Citigroup Inc 1.15M 2.33M 17.66K 9.89K 11.93K 11.56K 12.71K 13.00K 13.62K 15.95K 23.27K 32.13K 34.21K 40.18K 45.60K 43.12K 50.37K 42.60K 228.39K 242.05K
PNC Financial Services 120.92K 307.95K 276.02K 254.04K 240.49K 207.47K 199.30K 208.79K 196.70K 205.20K 208.40K 175.85K 181.71K 178.40K 177.55K 182.91K 194.99K 190.85K 204.90K 211.42K
Millennium Management 508.73K 482.82K 540.42K 311.54K 28.59K 14.75K 336.61K 611.13K 198.85K 3.23M 3.21M 2.96M 16.82K 94.33K 35.83K 976.62K 1.09M 20.79K 111.32K 76.21K

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