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 4 季 13F 持有人
Sumitomo Mitsui Financial Group, Inc. 在 2024/12/31 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
- 348
- 較 2024 年第 3 季 +21 家
- 持有股數
- 1.02 億
- 較 2024 年第 3 季 +905.4 萬 (+9.7%)
- 總市值
- $14.9 億
- 較 2024 年第 3 季 +$3.29 億 (+28.5%)
- 新進機構
- 49
- 另有 149 家加碼
- 清倉機構
- 28
- 另有 100 家減碼
另有 6 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vista Wealth Management Group, LLC | 10,477 | $15.2 萬 | 0.01% | +10,477 | 新進 |
| HSBC Holdings PLC | 10,554 | $15.3 萬 | 0.00% | −4,724−30.9% | 減碼 |
| Choate Investment Advisors | 10,797 | $15.6 萬 | 0.00% | +10,797 | 新進 |
| Farther Finance Advisors, LLC | 10,946 | $15.9 萬 | 0.01% | +763+7.5% | 加碼 |
| Flputnam Investment Management Co | 11,002 | $15.9 萬 | 0.00% | +281+2.6% | 加碼 |
| Freestone Capital Holdings, LLC | 11,107 | $16.1 萬 | 0.01% | +11,107 | 新進 |
| Bryn Mawr Trust Co | 11,161 | $16.2 萬 | 0.00% | −180−1.6% | 減碼 |
| Simon Quick Advisors, LLC | 11,228 | $16.3 萬 | 0.01% | +11,228 | 新進 |
| Wealthstream Advisors, Inc. | 11,483 | $16.6 萬 | 0.03% | +794+7.4% | 加碼 |
| Camden Capital, LLC | 11,657 | $16.9 萬 | 0.02% | +1,450+14.2% | 加碼 |
| Prudent Man Advisors, LLC | 11,883 | $17.2 萬 | 0.06% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 11,991 | $17.4 萬 | 0.04% | +11,991 | 新進 |
| Optas, LLC | 12,104 | $17.5 萬 | 0.04% | −2,145−15.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 12,241 | $17.7 萬 | 0.00% | +12,241 | 新進 |
| Ronald Blue Trust, Inc. | 12,297 | $17.8 萬 | 0.00% | −26,146−68.0% | 減碼 |
| Summit Trail Advisors, LLC | 12,435 | $18.0 萬 | 0.01% | −375−2.9% | 減碼 |
| HB Wealth Management, LLC | 12,444 | $18.0 萬 | 0.00% | −855−6.4% | 減碼 |
| Canopy Partners, LLC | 12,475 | $18.1 萬 | 0.07% | +10+0.1% | 加碼 |
| Legacy Financial Advisors, Inc. | 12,682 | $18.4 萬 | 0.03% | +592+4.9% | 加碼 |
| Xponance, Inc. | 12,704 | $18.4 萬 | 0.00% | +579+4.8% | 加碼 |
| Rehmann Capital Advisory Group | 12,848 | $18.6 萬 | 0.01% | −376−2.8% | 減碼 |
| Trust Point Inc. | 12,870 | $18.6 萬 | 0.01% | −27−0.2% | 減碼 |
| Channing Global Advisors, LLC | 13,118 | $19.0 萬 | 0.13% | +223+1.7% | 加碼 |
| Causeway Capital Management LLC | 13,348 | $19.3 萬 | 0.00% | −2,771−17.2% | 減碼 |
| New Republic Capital, LLC | 13,440 | $19.5 萬 | 0.13% | −1,922−12.5% | 減碼 |
| Colony Group, LLC | 13,454 | $19.5 萬 | 0.00% | +2,033+17.8% | 加碼 |
| Acorn Creek Capital LLC | 13,470 | $19.5 萬 | 0.10% | +40.0% | 加碼 |
| Commonwealth Equity Services, LLC | 13,660 | $19.8 萬 | 0.00% | +192+1.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 13,710 | $19.9 萬 | 0.00% | +13,710 | 新進 |
| Cromwell Holdings LLC | 13,841 | $20.1 萬 | 0.12% | 00.0% | 不變 |
| State Street Corp | 13,954 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 14,169 | $20.5 萬 | 0.01% | +3,090+27.9% | 加碼 |
| Beverly Hills Private Wealth, LLC | 14,246 | $20.6 萬 | 0.04% | −386−2.6% | 減碼 |
| Aprio Wealth Management, LLC | 14,256 | $20.7 萬 | 0.03% | +2,461+20.9% | 加碼 |
| Wrapmanager Inc | 14,608 | $21.2 萬 | 0.05% | +1,190+8.9% | 加碼 |
| Sagespring Wealth Partners, LLC | 14,741 | $21.4 萬 | 0.01% | +14,741 | 新進 |
| Personal Cfo Solutions, LLC | 14,758 | $21.4 萬 | 0.04% | −135−0.9% | 減碼 |
| Sowell Financial Services LLC | 15,015 | $21.8 萬 | 0.01% | +15,015 | 新進 |
| Keel Point, LLC | 15,467 | $22.4 萬 | 0.02% | −1,330−7.9% | 減碼 |
| Transamerica Financial Advisors, Inc. | 15,486 | $22.5 萬 | 0.02% | +2,897+23.0% | 加碼 |
| Diversify Advisory Services, LLC | 16,299 | $23.0 萬 | 0.01% | +197+1.2% | 加碼 |
| HighPoint Advisor Group LLC | 15,740 | $23.1 萬 | 0.01% | +111+0.7% | 加碼 |
| Wedmont Private Capital | 16,359 | $23.1 萬 | 0.01% | +223+1.4% | 加碼 |
| Valeo Financial Advisors, LLC | 15,959 | $23.1 萬 | 0.01% | +13+0.1% | 加碼 |
| Shilanski & Associates, Inc. | 16,189 | $23.5 萬 | 0.08% | −858−5.0% | 減碼 |
| Apollon Wealth Management, LLC | 16,275 | $23.6 萬 | 0.01% | +1,015+6.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 16,318 | $23.6 萬 | 0.01% | +14,016+608.9% | 加碼 |
| Cresset Asset Management, LLC | 16,454 | $23.8 萬 | 0.00% | −165,492−91.0% | 減碼 |
| Claro Advisors LLC | 16,457 | $23.8 萬 | 0.03% | −317−1.9% | 減碼 |
| We Are One Seven, LLC | 16,471 | $23.9 萬 | 0.01% | +5,352+48.1% | 加碼 |
| CWM, LLC | 16,542 | $24.0 萬 | 0.00% | −414−2.4% | 減碼 |
| Verition Fund Management LLC | 16,738 | $24.3 萬 | 0.00% | +16,738 | 新進 |
| Bleakley Financial Group, LLC | 17,283 | $25.0 萬 | 0.01% | −183−1.0% | 減碼 |
| Syon Capital LLC | 17,460 | $25.3 萬 | 0.02% | +6,207+55.2% | 加碼 |
| Catalina Capital Group, LLC | 17,624 | $25.5 萬 | 0.08% | +1,356+8.3% | 加碼 |
| Jefferies Financial Group Inc. | 18,311 | $26.5 萬 | 0.00% | +1,290+7.6% | 加碼 |
| Lido Advisors, LLC | 18,570 | $26.9 萬 | 0.00% | +1,480+8.7% | 加碼 |
| Assetmark, Inc | 18,741 | $27.2 萬 | 0.00% | +10,003+114.5% | 加碼 |
| BSW Wealth Partners | 18,815 | $27.3 萬 | 0.04% | +1,170+6.6% | 加碼 |
| Guggenheim Capital LLC | 19,090 | $27.7 萬 | 0.00% | +3,746+24.4% | 加碼 |
| Lindbrook Capital, LLC | 19,343 | $28.0 萬 | 0.03% | +948+5.2% | 加碼 |
| Captrust Financial Advisors | 19,463 | $28.2 萬 | 0.00% | −24,525−55.8% | 減碼 |
| Werba Rubin Papier Wealth Management | 19,546 | $28.3 萬 | 0.07% | −1,520−7.2% | 減碼 |
| Pzena Investment Management LLC | 19,619 | $28.4 萬 | 0.00% | +1,004+5.4% | 加碼 |
| Savant Capital, LLC | 19,775 | $28.7 萬 | 0.00% | +8,778+79.8% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | $28.7 萬 | 0.03% | +19,800 | 新進 |
| Sage Mountain Advisors LLC | 19,809 | $28.7 萬 | 0.02% | +1,485+8.1% | 加碼 |
| Global Retirement Partners, LLC | 19,933 | $28.9 萬 | 0.01% | +11,166+127.4% | 加碼 |
| Keybank National Association | 20,016 | $29.0 萬 | 0.00% | −426−2.1% | 減碼 |
| Coldstream Capital Management Inc | 20,296 | $29.4 萬 | 0.01% | +5,371+36.0% | 加碼 |
| Boston Private Wealth LLC | 20,494 | $29.7 萬 | 0.01% | +20,494 | 新進 |
| Sivia Capital Partners, LLC | 20,595 | $29.8 萬 | 0.15% | −689−3.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 20,738 | $30.0 萬 | 0.00% | −278−1.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 20,815 | $30.2 萬 | 0.00% | −130−0.6% | 減碼 |
| First Affirmative Financial Network | 21,005 | $30.4 萬 | 0.18% | −259−1.2% | 減碼 |
| Vanguard Capital Wealth Advisors | 21,225 | $30.8 萬 | 0.34% | −15,316−41.9% | 減碼 |
| Ewa, LLC | 21,519 | $31.2 萬 | 0.12% | +129+0.6% | 加碼 |
| Drive Wealth Management, LLC | 21,595 | $31.3 萬 | 0.08% | +572+2.7% | 加碼 |
| GAMMA Investing LLC | 23,155 | $33.6 萬 | 0.03% | +4,479+24.0% | 加碼 |
| Bridgewater Advisors Inc. | 24,180 | $34.6 萬 | 0.04% | +314+1.3% | 加碼 |
| Csenge Advisory Group | 24,270 | $35.2 萬 | 0.02% | +4,685+23.9% | 加碼 |
| Truist Financial Corp | 24,361 | $35.3 萬 | 0.00% | −4,136−14.5% | 減碼 |
| Net Worth Advisory Group | 24,747 | $35.9 萬 | 0.11% | −604−2.4% | 減碼 |
| Taika Capital, LP | 24,915 | $36.1 萬 | 0.28% | +24,915 | 新進 |
| Seeds Investor LLC | 25,299 | $36.7 萬 | 0.10% | +2,914+13.0% | 加碼 |
| Five Oceans Advisors | 25,407 | $36.8 萬 | 0.17% | +2,527+11.0% | 加碼 |
| Bailard, Inc. | 25,703 | $37.2 萬 | 0.01% | +25,703 | 新進 |
| Avantax Advisory Services, Inc. | 26,494 | $38.4 萬 | 0.00% | +6,182+30.4% | 加碼 |
| Private Advisor Group, LLC | 26,530 | $38.4 萬 | 0.00% | +2,257+9.3% | 加碼 |
| Louisbourg Investments Inc. | 26,652 | $38.6 萬 | 0.10% | 00.0% | 不變 |
| West Family Investments, Inc. | 26,905 | $39.0 萬 | 0.14% | 00.0% | 不變 |
| Jain Global LLC | 27,553 | $39.9 萬 | 0.01% | +27,553 | 新進 |
| Traveka Wealth, LLC | 27,598 | $40.0 萬 | 0.22% | +82+0.3% | 加碼 |
| Umb Bank N A | 27,892 | $40.4 萬 | 0.01% | −139−0.5% | 減碼 |
| Schroder Investment Management Group | 28,562 | $41.6 萬 | 0.00% | +25+0.1% | 加碼 |
| Gallacher Capital Management LLC | 28,980 | $42.0 萬 | 0.21% | +489+1.7% | 加碼 |
| Shelton Capital Management | 29,060 | $42.1 萬 | 0.01% | +453+1.6% | 加碼 |
| Principal Street Partners, LLC | 29,134 | $42.2 萬 | 0.08% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 30,786 | $44.6 萬 | 0.00% | +8,018+35.2% | 加碼 |
| Atlas Capital Advisors LLC | 30,979 | $44.9 萬 | 0.06% | −489−1.6% | 減碼 |