SMFGNYSECommercial Banks, NECFiscal year ends March 31Also trades as SMFNF
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Financials through fiscal 2026, year ended Mar 31, 2026Last filing: 20-F on Jun 26, 2026
$24.41−0.34 (-1.37%)
Close on Oct 19, 2026
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
134M
Shares held, 13F filers
Institutional holders
458
65 new, 42 sold out
Net institutional buying
10M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $169.88K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 99,768,992 | 7.50% | 13G (passive) amendment | Dec 31, 2023 |
| Sumitomo Mitsui Trust Holdings, Inc. | 74,480,400 | 5.60% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SMFG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Morgan Stanley | 25,112,524 | – | $592.15M | +2,154,153 | 0.03% |
| FMR LLC | 13,937,223 | – | $328.64M | +1,367,852 | 0.01% |
| Goldman Sachs Group Inc | 10,814,662 | – | $255.01M | +106,660 | 0.02% |
| BlackRock, Inc. | 7,854,802 | – | $185.22M | +173,236 | 0.00% |
| Fisher Asset Management, LLC | 6,291,379 | – | $148.35M | +3,094,452 | 0.04% |
| Northern Trust Corp | 6,158,454 | – | $145.22M | −31,201 | 0.02% |
| Clark Capital Management Group, Inc. | 3,831,212 | – | $90.34M | +48,813 | 0.49% |
| American Century Companies Inc | 3,493,982 | – | $82.39M | +485,077 | 0.04% |
| Dimensional Fund Advisors LP | 3,139,702 | – | $74.03M | +48,961 | 0.01% |
| Envestnet Asset Management Inc | 2,263,530 | – | $53.37M | +62,246 | 0.01% |
| Wells Fargo & Company/Mn | 2,146,202 | – | $50.61M | −14,417 | 0.01% |
| Quantinno Capital Management LP | 2,143,555 | – | $50.55M | +527,736 | 0.06% |
| Bank Of America Corp /De/ | 1,781,736 | – | $42.01M | −64,599 | 0.00% |
| Ferguson Wellman Capital Management, Inc | 1,709,700 | – | $40.31M | −1,755 | 0.49% |
| Capital Wealth Planning, LLC | 1,659,962 | – | $39.14M | +354,207 | 0.20% |
| JPMorgan Chase & Co | 1,525,928 | – | $36.18M | +607,613 | 0.00% |
| Causeway Capital Management LLC | 1,392,610 | – | $32.84M | +125,362 | 0.36% |
| Aqr Capital Management LLC | 1,340,654 | – | $31.61M | +495,432 | 0.01% |
| Charles Schwab Investment Management Inc | 1,244,470 | – | $29.34M | +154,723 | 0.00% |
| Renaissance Technologies LLC | 1,023,572 | – | $24.14M | −725,700 | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 458 | 134M | 65 / 229 | 93 / 42 | 16M | 5M |
| Q1 2026 | 444 | 124M | 62 / 204 | 108 / 35 | 13M | 5M |
| Q4 2025 | 423 | 116M | 75 / 190 | 94 / 38 | 10M | 8M |
| Q3 2025 | 396 | 114M | 61 / 172 | 104 / 31 | 11M | 17M |
| Q2 2025 | 371 | 120M | 56 / 149 | 118 / 34 | 11M | 8M |
| Q1 2025 | 358 | 117M | 46 / 156 | 103 / 30 | 19M | 3M |
| Q4 2024 | 348 | 102M | 49 / 149 | 100 / 28 | 17M | 9M |
| Q3 2024 | 333 | 95M | 44 / 142 | 105 / 32 | 18M | 13M |
| Q2 2024 | 324 | 96M | 42 / 9 | 273 / 26 | 2M | 263M |
| Q1 2024 | 309 | 358M | 45 / 131 | 93 / 40 | 66M | 31M |
| Q4 2023 | 308 | 325M | 75 / 100 | 102 / 32 | 81M | 55M |
| Q3 2023 | 272 | 300M | 30 / 106 | 98 / 22 | 18M | 44M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SMFG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis International Equity ETF | 2,575,031 | – | $56.57M | 0.33% | May 31, 2026 |
| Amplify CWP International Enhanced Dividend Income ETF | 1,651,886 | – | $38.95M | 3.03% | Jun 30, 2026 |
| Dimensional International Value ETF | 1,040,352 | – | $26.92M | 0.13% | Jul 31, 2026 |
| Dimensional International Core Equity Market ETF | 884,884 | – | $22.90M | 0.13% | Jul 31, 2026 |
| Invesco International Dividend AchieversTM ETF | 598,973 | – | $15.50M | 1.67% | Jul 31, 2026 |
| Dimensional International Core Equity 2 ETF | 512,662 | – | $13.27M | 0.09% | Jul 31, 2026 |
| Avantis International Large Cap Value ETF | 331,134 | – | $7.28M | 0.41% | May 31, 2026 |
| Timothy Plan International Fund | 318,000 | – | $7.50M | 3.17% | Jun 30, 2026 |
| Steward Values Enhanced International Fund | 289,381 | – | $7.49M | 2.20% | Jul 31, 2026 |
| Harbor Dividend Growth Leaders ETF | 248,760 | – | $6.44M | 2.74% | Jul 31, 2026 |
| Calamos Global Opportunities Fund | 222,750 | – | $5.76M | 1.57% | Jul 31, 2026 |
| ActivePassive International Equity ETF | 212,207 | – | $4.66M | 0.45% | May 31, 2026 |
| Avantis International Equity Fund | 153,734 | – | $3.38M | 0.32% | May 31, 2026 |
| Calamos Global Equity Fund | 119,100 | – | $3.08M | 1.64% | Jul 31, 2026 |
| Global Core Portfolio | 114,758 | – | $2.71M | 4.15% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Kazuyuki Anchi | Sr. Mg. Corp. EO & Group CFO, Director | 48,857 | Aug 14, 2026 |
| Teiko Kudo | Deputy President and Corp. EO, Director | 119,082 | Jul 28, 2026 |
| Toru Nakashima | President and Group CEO, Director | 171,364 | Jul 28, 2026 |
| Takashi Kobayashi | Senior Managing Corporate EO | 95,289 | Jul 28, 2026 |
| Arihiro Nagata | Senior Managing Corporate EO | 55,134 | Jul 28, 2026 |
| Keiichiro Nakamura | Senior Managing Corporate EO | 99,928 | Jul 28, 2026 |
| Yukihiro Mabuchi | Senior Managing Corporate EO | 75,487 | Jul 28, 2026 |
| Akio Uemura | Senior Managing Corporate EO | 66,498 | Jul 28, 2026 |
| Fumihiko Ito | Senior Managing Corporate EO | 89,752 | Jul 28, 2026 |
| Natsuhiro Samejima | Senior Managing Corporate EO | 75,184 | Jul 28, 2026 |
| Yoshihiro Hyakutome | Deputy President and Corp. EO | 115,327 | Jul 28, 2026 |
| Hideki Takamatsu | Senior Managing Corporate EO | 59,115 | Jul 28, 2026 |
| Akio Isowa | Senior Managing Corporate EO | 84,903 | Jul 28, 2026 |
| Haruyuki Yoshikawa | Senior Managing Corporate EO | 52,982 | Jul 28, 2026 |
| Yoriko Goto | Director | 305 | Jul 28, 2026 |
| Honami Matsugasaki | Director | 38,302 | Jul 28, 2026 |
| Norimitsu Takashima | Director | 505 | Jul 28, 2026 |
| Takeshi Mikami | Director | 129,172 | Jul 28, 2026 |
| Isao Teshirogi | Director | 905 | Jul 28, 2026 |
| Makoto Takashima | Director | 251,600 | Jul 28, 2026 |
| Jenifer Rogers | Director | 2,105 | Jul 28, 2026 |
| Charles D. Lake Ii | Director | 1,205 | Jul 28, 2026 |
| Sonosuke Kadonaga | Director | 305 | Jul 28, 2026 |
| Jun Sawada | Director | 505 | Jul 28, 2026 |
| Toshihiro Isshiki | Director | 90,737 | Mar 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kazuyuki Anchi Sr. Mg. Corp. EO & Group CFO, Director | Aug 12, 2026 | Sale | −4,000 | $42.47 | $169.88K | 48,857 |
| Haruyuki Yoshikawa Senior Managing Corporate EO | Jul 27, 2026 | Returned to company | −2,300 | $43.99 | $101.18K | 52,982 |
| Haruyuki Yoshikawa Senior Managing Corporate EO | Jul 27, 2026 | Award | +13,797 | – | – | 55,282 |
| Akio Isowa Senior Managing Corporate EO | Jul 27, 2026 | Award | +19,296 | – | – | 84,903 |
| Akio Isowa Senior Managing Corporate EO | Jul 27, 2026 | Returned to company | −3,300 | $43.99 | $145.17K | 81,603 |
| Takeshi Mikami Director | Jul 27, 2026 | Returned to company | −3,500 | $43.99 | $153.97K | 129,172 |
| Takeshi Mikami Director | Jul 27, 2026 | Award | +20,748 | – | – | 132,672 |
| Hideki Takamatsu Senior Managing Corporate EO | Jul 27, 2026 | Returned to company | −2,100 | $43.99 | $92.38K | 59,115 |
| Hideki Takamatsu Senior Managing Corporate EO | Jul 27, 2026 | Award | +12,549 | – | – | 61,215 |
| Yoshihiro Hyakutome Deputy President and Corp. EO | Jul 27, 2026 | Award | +20,748 | – | – | 113,227 |
| Yoshihiro Hyakutome Deputy President and Corp. EO | Jul 27, 2026 | Returned to company | −3,500 | $43.99 | $153.97K | 109,727 |
| Natsuhiro Samejima Senior Managing Corporate EO | Jul 27, 2026 | Award | +16,596 | – | – | 75,184 |
| Natsuhiro Samejima Senior Managing Corporate EO | Jul 27, 2026 | Returned to company | −2,800 | $43.99 | $123.17K | 72,384 |
| Fumihiko Ito Senior Managing Corporate EO | Jul 27, 2026 | Returned to company | −3,300 | $43.99 | $145.17K | 89,752 |
| Fumihiko Ito Senior Managing Corporate EO | Jul 27, 2026 | Award | +19,296 | – | – | 93,052 |
| Kazuyuki Anchi Sr. Mg. Corp. EO & Group CFO, Director | Jul 27, 2026 | Returned to company | −2,600 | $43.99 | $114.37K | 52,857 |
| Kazuyuki Anchi Sr. Mg. Corp. EO & Group CFO, Director | Jul 27, 2026 | Award | +15,249 | – | – | 55,457 |
| Teiko Kudo Deputy President and Corp. EO, Director | Jul 27, 2026 | Award | +22,098 | – | – | 119,082 |
| Teiko Kudo Deputy President and Corp. EO, Director | Jul 27, 2026 | Returned to company | −3,800 | $43.99 | $167.16K | 115,282 |
| Akio Uemura Senior Managing Corporate EO | Jul 27, 2026 | Returned to company | −2,600 | $43.99 | $114.37K | 66,498 |
| Akio Uemura Senior Managing Corporate EO | Jul 27, 2026 | Award | +15,249 | – | – | 69,098 |
| Toru Nakashima President and Group CEO, Director | Jul 27, 2026 | Award | +51,399 | – | – | 171,364 |
| Toru Nakashima President and Group CEO, Director | Jul 27, 2026 | Returned to company | −8,900 | $43.99 | $391.51K | 162,464 |
| Makoto Takashima Director | Jul 27, 2026 | Returned to company | −7,100 | $43.99 | $312.33K | 251,600 |
| Makoto Takashima Director | Jul 27, 2026 | Award | +41,166 | – | – | 258,700 |
| Takashi Kobayashi Senior Managing Corporate EO | Jul 27, 2026 | Award | +19,296 | – | – | 95,289 |
| Takashi Kobayashi Senior Managing Corporate EO | Jul 27, 2026 | Returned to company | −3,300 | $43.99 | $145.17K | 91,989 |
| Yukihiro Mabuchi Senior Managing Corporate EO | Jul 27, 2026 | Returned to company | −2,800 | $43.99 | $123.17K | 75,487 |
| Yukihiro Mabuchi Senior Managing Corporate EO | Jul 27, 2026 | Award | +16,596 | – | – | 78,287 |
| Honami Matsugasaki Director | Jul 27, 2026 | Award | +8,372 | – | – | 38,302 |
| Honami Matsugasaki Director | Jul 27, 2026 | Returned to company | −4,100 | $43.99 | $180.36K | 34,202 |
| Keiichiro Nakamura Senior Managing Corporate EO | Jul 27, 2026 | Returned to company | −3,300 | $43.99 | $145.17K | 99,928 |
| Keiichiro Nakamura Senior Managing Corporate EO | Jul 27, 2026 | Award | +19,296 | – | – | 103,228 |
| Arihiro Nagata Senior Managing Corporate EO | Jul 27, 2026 | Returned to company | −2,600 | $43.99 | $114.37K | 55,134 |
| Arihiro Nagata Senior Managing Corporate EO | Jul 27, 2026 | Award | +15,249 | – | – | 57,734 |
| Haruyuki Yoshikawa Senior Managing Corporate EO | Jul 24, 2026 | Award | +3,833 | – | – | 41,485 |
| Akio Isowa Senior Managing Corporate EO | Jul 24, 2026 | Award | +1,131 | – | – | 65,607 |
| Jun Sawada Director | Jul 24, 2026 | Award | +305 | – | – | 505 |
| Takeshi Mikami Director | Jul 24, 2026 | Award | +1,644 | – | – | 111,924 |
| Hideki Takamatsu Senior Managing Corporate EO | Jul 24, 2026 | Award | +1,131 | – | – | 48,666 |
| Yoshihiro Hyakutome Deputy President and Corp. EO | Jul 24, 2026 | Award | +1,396 | – | – | 92,479 |
| Natsuhiro Samejima Senior Managing Corporate EO | Jul 24, 2026 | Award | +1,131 | – | – | 58,588 |
| Fumihiko Ito Senior Managing Corporate EO | Jul 24, 2026 | Award | +1,339 | – | – | 73,756 |
| Kazuyuki Anchi Sr. Mg. Corp. EO & Group CFO, Director | Jul 24, 2026 | Award | +1,197 | – | – | 40,208 |
| Norimitsu Takashima Director | Jul 24, 2026 | Award | +305 | – | – | 505 |
| Teiko Kudo Deputy President and Corp. EO, Director | Jul 24, 2026 | Award | +1,353 | – | – | 96,984 |
| Akio Uemura Senior Managing Corporate EO | Jul 24, 2026 | Award | +1,284 | – | – | 53,849 |
| Sonosuke Kadonaga Director | Jul 24, 2026 | Award | +305 | – | – | 305 |
| Charles D. Lake Ii Director | Jul 24, 2026 | Award | +305 | – | – | 1,205 |
| Jenifer Rogers Director | Jul 24, 2026 | Award | +305 | – | – | 2,105 |
| Yoriko Goto Director | Jul 24, 2026 | Award | +305 | – | – | 305 |
| Toru Nakashima President and Group CEO, Director | Jul 24, 2026 | Award | +3,507 | – | – | 119,965 |
| Isao Teshirogi Director | Jul 24, 2026 | Award | +305 | – | – | 305 |
| Makoto Takashima Director | Jul 24, 2026 | Award | +2,279 | – | – | 217,534 |
| Takashi Kobayashi Senior Managing Corporate EO | Jul 24, 2026 | Award | +1,131 | – | – | 75,993 |
| Yukihiro Mabuchi Senior Managing Corporate EO | Jul 24, 2026 | Award | +1,339 | – | – | 61,691 |
| Honami Matsugasaki Director | Jul 24, 2026 | Award | +305 | – | – | 29,930 |
| Keiichiro Nakamura Senior Managing Corporate EO | Jul 24, 2026 | Award | +1,154 | – | – | 83,932 |
| Arihiro Nagata Senior Managing Corporate EO | Jul 24, 2026 | Award | +1,241 | – | – | 42,485 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.