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
2024 年第 1 季 13F 持有人
Sumitomo Mitsui Financial Group, Inc. 在 2024/3/31 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
- 309
- 較 2023 年第 4 季 +5 家
- 持有股數
- 9,418 萬
- 較 2023 年第 4 季 +62.5 萬 (+0.7%)
- 總市值
- $11.1 億
- 較 2023 年第 4 季 +$2.01 億 (+22.1%)
- 新進機構
- 45
- 另有 131 家加碼
- 清倉機構
- 40
- 另有 93 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 13,627 | $16.0 萬 | 0.03% | −2,042−13.0% | 減碼 |
| State Street Corp | 13,954 | $16.4 萬 | 0.00% | 00.0% | 不變 |
| Wedbush Securities Inc | 14,421 | $17.0 萬 | 0.01% | +14,421 | 新進 |
| Valeo Financial Advisors, LLC | 15,121 | $17.2 萬 | 0.01% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 14,894 | $17.5 萬 | 0.01% | +75+0.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 14,916 | $17.6 萬 | 0.00% | +14,916 | 新進 |
| CWM, LLC | 15,715 | $18.5 萬 | 0.00% | +1,633+11.6% | 加碼 |
| Catalina Capital Group, LLC | 16,286 | $19.2 萬 | 0.08% | +16,286 | 新進 |
| Keybank National Association | 16,424 | $19.3 萬 | 0.00% | +1,980+13.7% | 加碼 |
| Claro Advisors LLC | 16,712 | $19.7 萬 | 0.03% | +943+6.0% | 加碼 |
| First Affirmative Financial Network | 16,948 | $19.9 萬 | 0.15% | +1,462+9.4% | 加碼 |
| Csenge Advisory Group | 17,201 | $20.2 萬 | 0.01% | +17,201 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 17,202 | $20.2 萬 | 0.02% | +17,202 | 新進 |
| Lindbrook Capital, LLC | 17,368 | $20.4 萬 | 0.02% | +1,176+7.3% | 加碼 |
| Shilanski & Associates, Inc. | 17,502 | $20.6 萬 | 0.07% | +17,502 | 新進 |
| New Republic Capital, LLC | 17,903 | $21.1 萬 | 0.13% | 00.0% | 不變 |
| BSW Wealth Partners | 18,029 | $21.2 萬 | 0.04% | +18,029 | 新進 |
| Seeds Investor LLC | 18,090 | $21.3 萬 | 0.20% | +757+4.4% | 加碼 |
| Beverly Hills Private Wealth, LLC | 18,369 | $21.6 萬 | 0.05% | +867+5.0% | 加碼 |
| Wrapmanager Inc | 18,478 | $21.7 萬 | 0.06% | +123+0.7% | 加碼 |
| Trust Point Inc. | 18,494 | $21.8 萬 | 0.02% | +3,819+26.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 18,796 | $22.1 萬 | 0.00% | +8,443+81.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 19,283 | $22.7 萬 | 0.00% | −33,793−63.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 19,686 | $23.2 萬 | 0.00% | +19,686 | 新進 |
| Five Oceans Advisors | 19,870 | $23.4 萬 | 0.12% | 00.0% | 不變 |
| Barclays PLC | 20,000 | $23.5 萬 | 0.00% | 00.0% | 不變 |
| Clarius Group, LLC | 20,282 | $23.9 萬 | 0.02% | +1,996+10.9% | 加碼 |
| Causeway Capital Management LLC | 20,361 | $24.0 萬 | 0.01% | −967,948−97.9% | 減碼 |
| Drive Wealth Management, LLC | 20,416 | $24.0 萬 | 0.07% | +1,354+7.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 20,813 | $24.5 萬 | 0.00% | −95−0.5% | 減碼 |
| Private Advisor Group, LLC | 21,032 | $24.8 萬 | 0.00% | −4,064−16.2% | 減碼 |
| Werba Rubin Papier Wealth Management | 21,041 | $24.8 萬 | 0.07% | +653+3.2% | 加碼 |
| Ewa, LLC | 21,413 | $24.8 萬 | 0.11% | −1,331−5.9% | 減碼 |
| West Family Investments, Inc. | 21,215 | $25.0 萬 | 0.08% | +715+3.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 21,395 | $25.2 萬 | 0.00% | +4,776+28.7% | 加碼 |
| Sivia Capital Partners, LLC | 21,644 | $25.5 萬 | 0.17% | +729+3.5% | 加碼 |
| Capstone Investment Advisors, LLC | 22,036 | $25.9 萬 | 0.00% | +22,036 | 新進 |
| Pzena Investment Management LLC | 22,739 | $26.8 萬 | 0.00% | −415−1.8% | 減碼 |
| Citigroup Inc | 23,266 | $27.4 萬 | 0.00% | +7,315+45.9% | 加碼 |
| Rockefeller Capital Management L.P. | 23,484 | $27.6 萬 | 0.00% | +23,484 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 23,571 | $27.7 萬 | 0.00% | −8,680−26.9% | 減碼 |
| Flow Traders U.S. LLC | 23,730 | $27.9 萬 | 0.01% | −28,322−54.4% | 減碼 |
| HSBC Holdings PLC | 24,695 | $29.1 萬 | 0.00% | +752+3.1% | 加碼 |
| Russell Investments Group, Ltd. | 25,753 | $30.3 萬 | 0.00% | +7,192+38.7% | 加碼 |
| Traveka Wealth, LLC | 26,647 | $31.4 萬 | 0.14% | +1,107+4.3% | 加碼 |
| Louisbourg Investments Inc. | 26,652 | $31.4 萬 | 0.09% | 00.0% | 不變 |
| Mather Group, LLC. | 32,760 | $31.7 萬 | 0.01% | +82+0.3% | 加碼 |
| Atlas Capital Advisors LLC | 27,389 | $32.2 萬 | 0.05% | −639−2.3% | 減碼 |
| Cable Hill Partners, LLC | 34,099 | $33.3 萬 | 0.04% | 00.0% | 不變 |
| Umb Bank N A | 28,396 | $33.4 萬 | 0.01% | 00.0% | 不變 |
| Principal Street Partners, LLC | 29,134 | $33.8 萬 | 0.06% | 00.0% | 不變 |
| Callan Capital, LLC | 28,882 | $34.0 萬 | 0.03% | +14,642+102.8% | 加碼 |
| Schroder Investment Management Group | 29,126 | $34.3 萬 | 0.00% | −70−0.2% | 減碼 |
| GWM Advisors LLC | 29,280 | $34.5 萬 | 0.00% | +1,418+5.1% | 加碼 |
| Gallacher Capital Management LLC | 29,394 | $34.6 萬 | 0.18% | −379−1.3% | 減碼 |
| V-Square Quantitative Management LLC | 30,575 | $34.8 萬 | 0.06% | 00.0% | 不變 |
| Boston Private Wealth LLC | 30,009 | $35.3 萬 | 0.01% | −421−1.4% | 減碼 |
| Ieq Capital, LLC | 30,697 | $36.1 萬 | 0.01% | +5,250+20.6% | 加碼 |
| Jefferies Financial Group Inc. | 31,658 | $37.3 萬 | 0.01% | +3,995+14.4% | 加碼 |
| Barometer Capital Management Inc. | 33,554 | $38.0 萬 | 0.10% | +20,854+164.2% | 加碼 |
| Pitcairn Co | 32,280 | $38.0 萬 | 0.02% | −725−2.2% | 減碼 |
| Captrust Financial Advisors | 32,846 | $38.7 萬 | 0.00% | −20,687−38.6% | 減碼 |
| Neuberger Berman Group LLC | 32,919 | $38.7 萬 | 0.00% | +21,174+180.3% | 加碼 |
| Channing Global Advisors, LLC | 32,964 | $38.8 萬 | 0.33% | −520−1.6% | 減碼 |
| Schechter Investment Advisors, LLC | 33,599 | $39.5 萬 | 0.03% | +3,239+10.7% | 加碼 |
| Gateway Advisory, LLC | 34,893 | $41.1 萬 | 0.07% | +4,476+14.7% | 加碼 |
| Integrated Wealth Concepts LLC | 34,944 | $41.1 萬 | 0.01% | −191,643−84.6% | 減碼 |
| Truist Financial Corp | 36,164 | $42.6 萬 | 0.00% | −27,463−43.2% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 36,926 | $43.5 萬 | 0.00% | −22,252−37.6% | 減碼 |
| Vise Technologies, Inc. | 36,983 | $43.5 萬 | 0.09% | −18,334−33.1% | 減碼 |
| Sage Rhino Capital LLC | 37,004 | $43.6 萬 | 0.10% | +999+2.8% | 加碼 |
| Covenant Partners, LLC | 37,262 | $43.9 萬 | 0.13% | −18,523−33.2% | 減碼 |
| RNC Capital Management LLC | 37,865 | $44.6 萬 | 0.03% | −245−0.6% | 減碼 |
| Aaron Wealth Advisors | 37,981 | $44.7 萬 | 0.06% | +15,407+68.3% | 加碼 |
| Lazard Asset Management LLC | 39,411 | $46.3 萬 | 0.00% | −44,652−53.1% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 39,424 | $46.4 萬 | 0.07% | +1,817+4.8% | 加碼 |
| Advisors Asset Management, Inc. | 40,312 | $47.4 萬 | 0.01% | +6,996+21.0% | 加碼 |
| Glenmede Trust Co NA | 40,600 | $47.8 萬 | 0.00% | +1,985+5.1% | 加碼 |
| Raymond James & Associates | 41,254 | $48.6 萬 | 0.00% | −31,040−42.9% | 減碼 |
| Vanguard Capital Wealth Advisors | 42,563 | $50.1 萬 | 0.35% | −9,211−17.8% | 減碼 |
| PDS Planning, Inc | 42,769 | $50.3 萬 | 0.05% | +1,605+3.9% | 加碼 |
| Banco Santander, S.A. | 43,000 | $50.6 萬 | 0.01% | +43,000 | 新進 |
| Checchi Capital Advisers, LLC | 43,590 | $51.3 萬 | 0.04% | +596+1.4% | 加碼 |
| Atomi Financial Group, Inc. | 46,047 | $54.2 萬 | 0.05% | +10,894+31.0% | 加碼 |
| Westwood Holdings Group Inc. | 47,852 | $56.3 萬 | 0.00% | +90.0% | 加碼 |
| CAPROCK Group, Inc. | 48,637 | $57.2 萬 | 0.03% | +71+0.1% | 加碼 |
| Gradient Investments LLC | 48,779 | $57.4 萬 | 0.01% | −3,933−7.5% | 減碼 |
| Guggenheim Capital LLC | 50,082 | $58.9 萬 | 0.00% | −13,549−21.3% | 減碼 |
| AdvisorShares Investments LLC | 50,488 | $59.4 萬 | 0.10% | −812−1.6% | 減碼 |
| Evergreen Capital Management LLC | 51,013 | $60.0 萬 | 0.02% | +365+0.7% | 加碼 |
| Principal Securities, Inc. | 51,145 | $60.2 萬 | 0.02% | +47,652+1,364.2% | 加碼 |
| Parallel Advisors, LLC | 52,153 | $61.4 萬 | 0.02% | +11,192+27.3% | 加碼 |
| M&T Bank Corp | 52,182 | $61.5 萬 | 0.00% | −757−1.4% | 減碼 |
| Diversify Advisory Services, LLC | 53,971 | $61.7 萬 | 0.04% | +53,971 | 新進 |
| BKM Wealth Management, LLC | 53,010 | $62.4 萬 | 0.27% | +15,014+39.5% | 加碼 |
| Ballentine Partners, LLC | 53,380 | $62.8 萬 | 0.01% | +6,997+15.1% | 加碼 |
| Axq Capital, LP | 53,943 | $63.5 萬 | 0.15% | −29,057−35.0% | 減碼 |
| Eagle Asset Management Inc | 56,896 | $65.0 萬 | 0.00% | −18,929−25.0% | 減碼 |
| TownSquare Capital, LLC | 56,080 | $66.0 萬 | 0.01% | +7,352+15.1% | 加碼 |
| Lake Street Advisors Group, LLC | 58,265 | $68.6 萬 | 0.03% | −163−0.3% | 減碼 |