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Sumitomo Mitsui Financial Group, Inc. 13F holders

465 funds reported a position in Sumitomo Mitsui Financial Group, Inc. in their 13F for the quarter ended 30 June 2026, together 134.0 million shares worth $3.16 billion. Against the quarter before, 52 opened a position, 227 added, 93 trimmed and 43 sold out; together they bought a net 10.2 million shares. The largest holders: Morgan Stanley, FMR LLC and Goldman Sachs Group Inc.

Funds holding465+18 on Q1 2026
Shares they held134.0Mworth $3.16 billion
Net bought on the quarter10.2M sharesabout $240.0 million at the funds' values
Funds buying to selling279 to 136opened or added, to cut or sold
Opened 52Added 227Held 90Trimmed 93Sold out 43
Opened: 52 fundsAdded: 227 fundsHeld: 90 fundsTrimmed: 93 fundsSold out: 43 funds

What each fund did in SMFG against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 334 funds, 94.9 million shares334Q3 2024Q4 2024: 350 funds, 102.4 million shares350Q4 2024Q1 2025: 359 funds, 117.4 million shares359Q1 2025Q2 2025: 372 funds, 119.9 million shares372Q2 2025Q3 2025: 397 funds, 113.8 million shares397Q3 2025Q4 2025: 426 funds, 116.0 million shares426Q4 2025Q1 2026: 447 funds, 123.8 million shares447Q1 2026Q2 2026: 465 funds, 134.0 million shares465Q2 2026

Funds reporting a position in SMFG in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

5,013 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 270 reported a position in Sumitomo Mitsui Financial Group, Inc.: 30 opened one, 116 added, 59 trimmed and 14 sold out, a net 503,378 shares bought.

FundChange in sharesShares nowStatusFiling
Bank of Montreal-430,00856,139trimmed13F
Fisher Asset Management, LLC+219,3666,510,745added13F
Triasima Portfolio Management inc.+176,975176,975new13F
Russell Investments Group, Ltd.+132,875371,168added13F
Ferguson Wellman Capital Management, Inc.-109,7851,599,915trimmed13F
Anderson Hoagland & Co.-115,469601,549trimmed13F
Prospera Financial Services Inc+91,800127,365added13F
Capricorn Fund Managers Ltd+84,50084,500new13F
Barclays PLC+83,56489,387added13F
Creative Planning+71,325954,982added13F
Assetmark, Inc.+64,786382,038added13F
Bank of New York Mellon Corp+46,785827,942added13F
LPL Financial LLC+46,054546,424added13F
US Bancorp+40,561369,716added13F
Vise Technologies, Inc.+40,504288,665added13F
Highland Capital Management, LLC+36,27036,270new13F
Crossmark Global Holdings, Inc.-32,225444,318trimmed13F
TD Waterhouse Canada Inc.+32,29232,298added13F
William Blair Investment Management, LLC-24,07333,587trimmed13F
Exchange Traded Concepts, LLC+23,87423,874new13F
Savant Capital, LLC+23,33177,352added13F
Calamos Wealth Management LLC+20,566226,944added13F
Oppenheimer Asset Management Inc.-19,51450,592trimmed13F
PNC Financial Services Group, Inc.+17,400228,824added13F
Themes Management Co LLC+17,24958,999added13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 3 reported a position in Sumitomo Mitsui Financial Group, Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 13.9 million shares worth $328.6 million, 0.0% of its reported book. Sold out: Two Sigma Investments, Citadel Advisors, Point72 Asset Management. In the quarter, 1 fund added or opened a position and 5 trimmed or sold out; together they bought a net 170,435 shares, about $4.0 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
FMR LLC13,937,223$328.6 million0.0%+1,367,852added30 June 202613F
Renaissance Technologies1,023,572$24.1 million0.0%-725,700trimmed30 June 202613F
Millennium Management76,206$1.8 million0.0%-35,112trimmed30 June 202613F
Two Sigma Investments0$00.0%-12,000exited30 June 202613F
Citadel Advisors0$00.0%-265,505exited30 June 202613F
Point72 Asset Management0$00.0%-159,100exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Morgan Stanley25,112,52418.73%$592.2 million0.03%+2,154,15313F
FMR LLC13,937,22310.40%$328.6 million0.01%+1,367,85213F
Goldman Sachs Group Inc.10,814,6628.07%$255.0 million0.03%+106,66013F
BlackRock, Inc.7,854,8025.86%$185.2 million0.00%+173,23613F
Fisher Asset Management, LLC6,291,3794.69%$148.4 million0.04%+3,094,45213F
Northern Trust Corp.6,158,4544.59%$145.2 million0.02%-31,20113F
Clark Capital Management Group, Inc.3,831,2122.86%$90.3 million0.49%+48,81313F
American Century Companies Inc.3,493,9822.61%$82.4 million0.04%+485,07713F
Dimensional Fund Advisors LP3,139,7022.34%$74.0 million0.01%+48,96113F
Envestnet Asset Management Inc.2,263,5301.69%$53.4 million0.01%+62,24613F
Wells Fargo & Company2,146,2021.60%$50.6 million0.01%-14,41713F
Quantinno Capital Management LP2,143,5551.60%$50.5 million0.06%+527,73613F
Bank of America Corp.1,781,7361.33%$42.0 million0.00%-64,59913F
Ferguson Wellman Capital Management, Inc.1,709,7001.28%$40.3 million0.49%-1,75513F
Capital Wealth Planning, LLC1,659,9621.24%$39.1 million0.20%+354,20713F
JPMorgan Chase & Co.1,525,9281.14%$36.2 million0.00%+607,61313F
Causeway Capital Management LLC1,392,6101.04%$32.8 million0.36%+125,36213F
AQR Capital Management LLC1,340,6541.00%$31.6 million0.01%+495,43213F
Charles Schwab Investment Management Inc.1,244,4700.93%$29.3 million0.00%+154,72313F
Renaissance Technologies LLC1,023,5720.76%$24.1 million0.03%-725,70013F
Massachusetts Financial Services Co.1,022,5570.76%$24.1 million0.01%+167,95813F
Creative Planning883,6570.66%$20.8 million0.01%+119,07313F
Natixis Advisors, LLC812,8540.61%$19.2 million0.02%+112,96013F
Calamos Advisors LLC802,7360.60%$18.9 million0.09%+617,45613F
O'shaughnessy Asset Management, LLC791,5590.59%$18.7 million0.09%+50,92513F
Bank of New York Mellon Corp781,1570.58%$18.4 million0.00%+41,37613F
Royal Bank of Canada765,3570.57%$18.0 million0.00%+511,46713F
UBS Group AG733,5420.55%$17.3 million0.00%+98,27513F
Anderson Hoagland & Co.717,0180.53%$16.9 million1.32%-8,23013F
CCM Investment Advisers LLC677,5980.51%$16.0 million1.24%+371,83613F
Invesco Ltd.628,2860.47%$14.8 million0.00%+5,25113F
Pathstone Holdings, LLC597,0920.45%$14.1 million0.04%+6,43813F
Stifel Financial Corp.570,6290.43%$13.5 million0.01%+10,83913F
Allspring Global Investments Holdings, LLC540,2710.40%$13.0 million0.02%-34,98813F
LPL Financial LLC500,3700.37%$11.8 million0.00%+31,57713F
Cerity Partners LLC493,9640.37%$11.6 million0.01%+19,25913F
Bank of Montreal486,1470.36%$11.5 million0.00%+445,66613F
Mariner, LLC478,6970.36%$11.3 million0.01%+43,50913F
Crossmark Global Holdings, Inc.476,5430.36%$11.2 million0.15%+1,86013F
Boston Partners468,2470.35%$11.1 million0.01%+31,08813F
Ethic Inc.461,5740.34%$10.9 million0.14%+59,82913F
Westfield Capital Management Co. LP456,6120.34%$10.8 million0.04%-97213F
Raymond James Financial Inc.450,6250.34%$10.6 million0.00%+48,31413F
Ramirez Asset Management, Inc.446,7800.33%$10.5 million1.10%+43,96913F
Sei Investments Co.439,6330.33%$10.4 million0.01%+7,91013F
CIBC World Market Inc.437,1640.33%$10.3 million0.02%-15,69613F
Federated Hermes, Inc.414,8660.31%$9.8 million0.01%+1,99413F
QRG Capital Management, Inc.408,7400.30%$9.6 million0.08%+63,08713F
&partners366,0430.27%$8.6 million0.04%-47413F
Moran Wealth Management, LLC336,9660.25%$7.9 million0.22%-67,90313F
The 50 largest of the 465 funds that reported a position in SMFG in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on SMFG

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls1,129,200$26.6 million30 June 202613F
Citadel AdvisorsPuts11,800$278,24430 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

None in the last twelve months: no holder crossed 5%, changed materially, or filed an annual 13G in the window.

Fails to deliver

Settlement dateShares failedPriceFile
13 October 202622,879$25.03SEC
9 October 2026195,759$25.31SEC
8 October 202620,906$25.40SEC
7 October 2026885$25.83SEC
6 October 2026148$25.63SEC
5 October 2026830$25.40SEC
2 October 202610,960$25.28SEC
1 October 20261,153$25.91SEC
30 September 20264,040$26.02SEC
24 September 20268,213$25.85SEC
23 September 202618,501$26.14SEC
21 September 20261,683$26.24SEC
16 September 202652,567$26.78SEC
15 September 2026100$27.24SEC
14 September 2026145$27.29SEC
11 September 20264,706$26.55SEC
10 September 20266$26.31SEC
9 September 202612,150$26.79SEC
8 September 20262,993$27.30SEC
4 September 20261,487$27.56SEC
1 September 20268,441$25.84SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 195,759 on 9 October 2026. A fail is an operational fact about settlement, not a position.