Sumitomo Mitsui Financial Group, Inc.
SMFG- 交易所
- NYSE
- 產業
- Commercial Banks, NEC
- SEC CIK
- 0001022837
近 90 天,Sumitomo Mitsui Financial Group, Inc. 內部人申報 0 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 463 家機構在 13F 申報持有,市值合計 $31.6 億;沒有大師持有。
其他股別SMFNF
2023 年第 1 季 13F 持有人
Sumitomo Mitsui Financial Group, Inc. 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 265
- 較 2022 年第 4 季 +10 家
- 持有股數
- 1.10 億
- 較 2022 年第 4 季 −336.7 萬 (−3.0%)
- 總市值
- $8.73 億
- 較 2022 年第 4 季 −$3,377 萬 (−3.7%)
- 新進機構
- 39
- 另有 97 家加碼
- 清倉機構
- 29
- 另有 101 家減碼
另有 4 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 SMFG 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 463 | $31.6 億 |
| 2026 年第 1 季 | 446 | $24.5 億 |
| 2025 年第 4 季 | 424 | $22.4 億 |
| 2025 年第 3 季 | 396 | $18.9 億 |
| 2025 年第 2 季 | 371 | $18.0 億 |
| 2025 年第 1 季 | 358 | $18.1 億 |
| 2024 年第 4 季 | 348 | $14.9 億 |
| 2024 年第 3 季 | 333 | $11.6 億 |
| 2024 年第 2 季 | 324 | $12.8 億 |
| 2024 年第 1 季 | 309 | $11.1 億 |
| 2023 年第 4 季 | 308 | $9.11 億 |
| 2023 年第 3 季 | 272 | $9.85 億 |
| 2023 年第 2 季 | 265 | $9.37 億 |
| 2023 年第 1 季 | 265 | $8.73 億 |
| 2022 年第 4 季 | 259 | $9.08 億 |
| 2022 年第 3 季 | 243 | $6.23 億 |
| 2022 年第 2 季 | 244 | $7.09 億 |
| 2022 年第 1 季 | 248 | $7.65 億 |
| 2021 年第 4 季 | 241 | $8.31 億 |
| 2021 年第 3 季 | 236 | $8.72 億 |
| 2021 年第 2 季 | 225 | $8.62 億 |
| 2021 年第 1 季 | 229 | $9.08 億 |
2023 年第 1 季持有機構
每家機構持有 Sumitomo Mitsui Financial Group, Inc. 的股數、市值與佔組合比重;股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 73,297 | $58.6 萬 | 0.05% | +7,701+11.7% | 加碼 |
| Vise Technologies, Inc. | 72,638 | $58.1 萬 | 0.15% | +3,880+5.6% | 加碼 |
| Mount Yale Investment Advisors, LLC | 72,030 | $57.6 萬 | 0.06% | −17,418−19.5% | 減碼 |
| Morningstar Investment Services LLC | 72,643 | $57.5 萬 | 0.01% | +3,705+5.4% | 加碼 |
| Schechter Investment Advisors, LLC | 71,340 | $57.1 萬 | 0.05% | −19,130−21.1% | 減碼 |
| Investors Research Corp | 70,529 | $56.4 萬 | 0.15% | 00.0% | 不變 |
| Mission Wealth Management, LP | 69,006 | $55.2 萬 | 0.02% | −2,085−2.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 57,778 | $46.2 萬 | 0.01% | −3,053−5.0% | 減碼 |
| Gradient Investments LLC | 56,456 | $45.2 萬 | 0.01% | −13,431−19.2% | 減碼 |
| Pacer Advisors, Inc. | 56,138 | $44.9 萬 | 0.00% | +4,114+7.9% | 加碼 |
| Covenant Partners, LLC | 55,785 | $44.6 萬 | 0.17% | −3,916−6.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 54,766 | $43.8 萬 | 0.05% | +1,858+3.5% | 加碼 |
| Russell Investments Group, Ltd. | 53,756 | $43.0 萬 | 0.00% | −229,901−81.0% | 減碼 |
| Ritholtz Wealth Management | 53,054 | $42.4 萬 | 0.02% | +4,537+9.4% | 加碼 |
| Lake Street Advisors Group, LLC | 52,840 | $42.3 萬 | 0.03% | +2,575+5.1% | 加碼 |
| XTX Topco Ltd | 52,698 | $42.2 萬 | 0.09% | +52,698 | 新進 |
| Evergreen Capital Management LLC | 51,308 | $41.0 萬 | 0.02% | +5,140+11.1% | 加碼 |
| Beverly Hills Private Wealth, LLC | 50,557 | $40.4 萬 | 0.13% | +28,596+130.2% | 加碼 |
| Janney Montgomery Scott LLC | 50,004 | $40.0 萬 | 0.00% | −40,910−45.0% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 48,588 | $38.9 萬 | 0.06% | −1,699−3.4% | 減碼 |
| Quadrant Capital Group LLC | 47,665 | $38.1 萬 | 0.04% | +3,995+9.1% | 加碼 |
| Vanguard Capital Wealth Advisors | 46,180 | $36.9 萬 | 0.37% | −37,520−44.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 46,154 | $36.9 萬 | 0.00% | +46,154 | 新進 |
| Chevy Chase Trust Holdings, Inc. | 44,676 | $35.7 萬 | 0.00% | +8,625+23.9% | 加碼 |
| Park Avenue Securities LLC | 41,648 | $33.3 萬 | 0.01% | +194+0.5% | 加碼 |
| Charles Schwab Investment Management Inc | 41,273 | $33.0 萬 | 0.00% | +17,222+71.6% | 加碼 |
| Parallel Advisors, LLC | 40,718 | $32.6 萬 | 0.01% | −887−2.1% | 減碼 |
| RNC Capital Management LLC | 39,650 | $31.7 萬 | 0.02% | +650+1.7% | 加碼 |
| MML Investors Services, LLC | 37,688 | $30.2 萬 | 0.00% | −9,077−19.4% | 減碼 |
| HighTower Advisors, LLC | 36,500 | $29.5 萬 | 0.00% | −980−2.6% | 減碼 |
| Captrust Financial Advisors | 36,666 | $29.3 萬 | 0.00% | +2,654+7.8% | 加碼 |
| Checchi Capital Advisers, LLC | 36,386 | $29.1 萬 | 0.03% | −123−0.3% | 減碼 |
| Inspire Advisors, LLC | 35,863 | $28.7 萬 | 0.07% | −5,068−12.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 35,482 | $28.4 萬 | 0.00% | +35,482 | 新進 |
| Sage Rhino Capital LLC | 35,084 | $28.1 萬 | 0.08% | +889+2.6% | 加碼 |
| Zions Bancorporation, N.A. | 34,602 | $27.7 萬 | 0.02% | −11,426−24.8% | 減碼 |
| Boston Private Wealth LLC | 31,740 | $25.4 萬 | 0.00% | +594+1.9% | 加碼 |
| Channing Global Advisors, LLC | 31,445 | $25.2 萬 | 0.28% | +20,025+175.4% | 加碼 |
| Gallacher Capital Management LLC | 31,397 | $25.1 萬 | 0.15% | +737+2.4% | 加碼 |
| Vident Investment Advisory, LLC | 31,215 | $25.0 萬 | 0.01% | +12,365+65.6% | 加碼 |
| SYSTM Wealth Solutions LLC | 30,997 | $24.8 萬 | 0.04% | −8,792−22.1% | 減碼 |
| Mather Group, LLC. | 30,221 | $24.2 萬 | 0.00% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 29,972 | $24.0 萬 | 0.04% | 00.0% | 不變 |
| PDS Planning, Inc | 29,588 | $23.7 萬 | 0.03% | +18,082+157.2% | 加碼 |
| Boston Partners | 29,062 | $23.3 萬 | 0.00% | +29,062 | 新進 |
| Cetera Investment Advisers | 28,840 | $23.1 萬 | 0.00% | −5,445−15.9% | 減碼 |
| LMR Partners LLP | 27,515 | $22.0 萬 | 0.00% | +27,515 | 新進 |
| Principal Street Partners, LLC | 27,397 | $21.9 萬 | 0.06% | +367+1.4% | 加碼 |
| CAPROCK Group, Inc. | 26,395 | $21.1 萬 | 0.02% | +16,368+163.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 25,927 | $20.7 萬 | 0.00% | +2,263+9.6% | 加碼 |
| Private Advisor Group, LLC | 25,085 | $20.1 萬 | 0.00% | +2,156+9.4% | 加碼 |
| HSBC Holdings PLC | 24,800 | $19.8 萬 | 0.00% | +24,800 | 新進 |
| Five Oceans Advisors | 24,426 | $19.5 萬 | 0.13% | 00.0% | 不變 |
| Davenport & Co LLC | 24,144 | $19.3 萬 | 0.00% | −2,110−8.0% | 減碼 |
| Pzena Investment Management LLC | 23,654 | $18.9 萬 | 0.00% | −3,500−12.9% | 減碼 |
| State Street Corp | 22,917 | $18.3 萬 | 0.00% | +4,803+26.5% | 加碼 |
| Ewa, LLC | 21,778 | $18.3 萬 | 0.14% | +21,778 | 新進 |
| AlphaQ Advisors LLC | 22,207 | $17.8 萬 | 0.15% | −1,020−4.4% | 減碼 |
| FDx Advisors, Inc. | 21,015 | $16.9 萬 | 0.01% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 20,375 | $16.3 萬 | 0.00% | −19,292−48.6% | 減碼 |
| Credential Qtrade Securities Inc. | 19,798 | $15.8 萬 | 0.01% | −11,462−36.7% | 減碼 |
| Stephens Inc | 19,562 | $15.6 萬 | 0.00% | −3,242−14.2% | 減碼 |
| Prudent Man Advisors, LLC | 19,561 | $15.6 萬 | 0.06% | 00.0% | 不變 |
| Werba Rubin Papier Wealth Management | 19,489 | $15.6 萬 | 0.06% | −1,011−4.9% | 減碼 |
| Fisher Asset Management, LLC | 19,231 | $15.4 萬 | 0.00% | −4,363−18.5% | 減碼 |
| Glenmede Trust Co NA | 18,601 | $14.9 萬 | 0.00% | +3,502+23.2% | 加碼 |
| Ballentine Partners, LLC | 18,467 | $14.8 萬 | 0.00% | +30.0% | 加碼 |
| New Republic Capital, LLC | 18,351 | $14.6 萬 | 0.11% | +1,352+8.0% | 加碼 |
| Rockefeller Capital Management L.P. | 18,326 | $14.6 萬 | 0.00% | +806+4.6% | 加碼 |
| West Family Investments, Inc. | 18,145 | $14.5 萬 | 0.06% | −2,675−12.8% | 減碼 |
| Cetera Advisors LLC | 17,955 | $14.4 萬 | 0.00% | +17,955 | 新進 |
| Cetera Advisor Networks LLC | 17,549 | $14.0 萬 | 0.00% | −2,978−14.5% | 減碼 |
| Rehmann Capital Advisory Group | 17,430 | $13.9 萬 | 0.01% | −595−3.3% | 減碼 |
| Valeo Financial Advisors, LLC | 17,003 | $13.6 萬 | 0.01% | +4,899+40.5% | 加碼 |
| Old Mission Capital LLC | 16,866 | $13.5 萬 | 0.00% | −279,682−94.3% | 減碼 |
| Clarius Group, LLC | 16,577 | $13.3 萬 | 0.01% | +2,512+17.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 15,466 | $12.4 萬 | 0.01% | −8,957−36.7% | 減碼 |
| Keel Point, LLC | 14,240 | $11.4 萬 | 0.02% | +148+1.1% | 加碼 |
| Harbor Investment Advisory, LLC | 13,650 | $10.9 萬 | 0.02% | −8,090−37.2% | 減碼 |
| Prudential Financial Inc | 13,574 | $10.9 萬 | 0.00% | +2,152+18.8% | 加碼 |
| Drive Wealth Management, LLC | 13,571 | $10.9 萬 | 0.05% | −429−3.1% | 減碼 |
| Lindbrook Capital, LLC | 13,558 | $10.8 萬 | 0.01% | −1,806−11.8% | 減碼 |
| Huntington National Bank | 13,185 | $10.5 萬 | 0.00% | −6,155−31.8% | 減碼 |
| Keybank National Association | 13,169 | $10.5 萬 | 0.00% | −2,391−15.4% | 減碼 |
| Freestone Capital Holdings, LLC | 12,850 | $10.3 萬 | 0.00% | +235+1.9% | 加碼 |
| Twin Focus Capital Partners, LLC | 12,815 | $10.3 萬 | 0.02% | 00.0% | 不變 |
| Citigroup Inc | 12,715 | $10.2 萬 | 0.00% | +1,150+9.9% | 加碼 |
| Pitcairn Co | 12,702 | $10.2 萬 | 0.01% | +12,702 | 新進 |
| Icon Wealth Partners, LLC | 12,463 | $9.97 萬 | 0.01% | +12,463 | 新進 |
| Balyasny Asset Management LLC | 12,197 | $9.76 萬 | 0.00% | −3,254−21.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 11,879 | $9.50 萬 | 0.00% | +11,879 | 新進 |
| Centiva Capital, LP | 11,659 | $9.33 萬 | 0.01% | +11,659 | 新進 |
| CWM, LLC | 11,633 | $9.30 萬 | 0.00% | −281−2.4% | 減碼 |
| Avantax Advisory Services, Inc. | 11,605 | $9.28 萬 | 0.00% | +11,605 | 新進 |
| Engineers Gate Manager LP | 11,467 | $9.17 萬 | 0.00% | −413−3.5% | 減碼 |
| Ronald Blue Trust, Inc. | 11,313 | $9.10 萬 | 0.00% | −5,117−31.1% | 減碼 |
| CWM Advisors, LLC | 11,168 | $8.93 萬 | 0.01% | −3,553−24.1% | 減碼 |
| Pathstone Family Office, LLC | 10,750 | $8.60 萬 | 0.00% | −51,136−82.6% | 減碼 |
| Neuberger Berman Group LLC | 10,576 | $8.46 萬 | 0.00% | +10,576 | 新進 |
| Commonwealth Equity Services, LLC | 10,270 | $8.20 萬 | 0.00% | −381−3.6% | 減碼 |