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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 31,434 | $45.5 萬 | 0.07% | −8,263−20.8% | 減碼 |
| Sanctuary Advisors, LLC | 30,020 | $45.6 萬 | 0.00% | +1,772+6.3% | 加碼 |
| Kestra Advisory Services, LLC | 32,099 | $46.5 萬 | 0.00% | +15,655+95.2% | 加碼 |
| Mather Group, LLC. | 32,709 | $47.4 萬 | 0.01% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 33,116 | $48.0 萬 | 0.01% | +1,354+4.3% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 33,386 | $48.4 萬 | 0.00% | −2,736−7.6% | 減碼 |
| Pitcairn Co | 34,133 | $49.5 萬 | 0.03% | +876+2.6% | 加碼 |
| Cable Hill Partners, LLC | 34,145 | $49.5 萬 | 0.05% | −344−1.0% | 減碼 |
| Gradient Investments LLC | 34,477 | $50.0 萬 | 0.01% | −13,390−28.0% | 減碼 |
| ICONIQ Capital, LLC | 35,058 | $50.8 萬 | 0.01% | +19,556+126.2% | 加碼 |
| Schechter Investment Advisors, LLC | 35,103 | $50.9 萬 | 0.04% | −262−0.7% | 減碼 |
| Banco Santander, S.A. | 35,990 | $52.1 萬 | 0.01% | −3,430−8.7% | 減碼 |
| RNC Capital Management LLC | 36,220 | $52.5 萬 | 0.03% | −995−2.7% | 減碼 |
| Sage Rhino Capital LLC | 36,422 | $52.8 萬 | 0.12% | −705−1.9% | 減碼 |
| Covenant Partners, LLC | 37,262 | $54.0 萬 | 0.17% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 38,627 | $56.0 萬 | 0.00% | −4,137−9.7% | 減碼 |
| Summit Global Investments | 38,656 | $56.0 萬 | 0.04% | +38,656 | 新進 |
| Lazard Asset Management LLC | 38,901 | $56.3 萬 | 0.00% | −866−2.2% | 減碼 |
| Atria Investments LLC | 39,317 | $57.0 萬 | 0.01% | −12,755−24.5% | 減碼 |
| V-Square Quantitative Management LLC | 39,799 | $57.4 萬 | 0.08% | +9,224+30.2% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 39,657 | $57.5 萬 | 0.12% | −47,294−54.4% | 減碼 |
| Citigroup Inc | 40,182 | $58.2 萬 | 0.00% | +5,974+17.5% | 加碼 |
| AdvisorShares Investments LLC | 40,397 | $58.5 萬 | 0.11% | −5,940−12.8% | 減碼 |
| Ieq Capital, LLC | 41,587 | $60.3 萬 | 0.01% | +3,665+9.7% | 加碼 |
| Glenmede Trust Co NA | 42,282 | $61.3 萬 | 0.00% | −748−1.7% | 減碼 |
| Smartleaf Asset Management LLC | 42,309 | $61.6 萬 | 0.06% | +19,224+83.3% | 加碼 |
| PDS Planning, Inc | 43,241 | $62.7 萬 | 0.06% | −871−2.0% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 43,633 | $63.2 萬 | 0.09% | +10,096+30.1% | 加碼 |
| Checchi Capital Advisers, LLC | 45,905 | $66.5 萬 | 0.05% | +1,799+4.1% | 加碼 |
| Callan Capital, LLC | 46,429 | $67.3 萬 | 0.05% | −4,602−9.0% | 減碼 |
| Susquehanna International Group, LLP | 47,002 | $68.1 萬 | 0.00% | +4,745+11.2% | 加碼 |
| Capital Insight Partners, LLC | 49,157 | $71.2 萬 | 0.12% | +18,415+59.9% | 加碼 |
| M&T Bank Corp | 51,196 | $74.2 萬 | 0.00% | +1,409+2.8% | 加碼 |
| Neuberger Berman Group LLC | 52,333 | $75.8 萬 | 0.00% | +10,479+25.0% | 加碼 |
| Mission Wealth Management, LP | 53,541 | $77.6 萬 | 0.02% | −10,760−16.7% | 減碼 |
| Barometer Capital Management Inc. | 56,108 | $78.2 萬 | 0.31% | +27,054+93.1% | 加碼 |
| Aaron Wealth Advisors | 54,137 | $78.4 萬 | 0.09% | +4,470+9.0% | 加碼 |
| Parallel Advisors, LLC | 55,222 | $80.0 萬 | 0.02% | −1,125−2.0% | 減碼 |
| Lake Street Advisors Group, LLC | 55,655 | $80.6 萬 | 0.04% | +1,472+2.7% | 加碼 |
| Pacer Advisors, Inc. | 56,216 | $81.5 萬 | 0.00% | +156+0.3% | 加碼 |
| RSM US Wealth Management LLC | 56,006 | $81.5 萬 | 0.01% | +2,539+4.7% | 加碼 |
| Rockefeller Capital Management L.P. | 58,440 | $84.2 萬 | 0.00% | +2,477+4.4% | 加碼 |
| Diversify Wealth Management, LLC | 61,077 | $86.3 萬 | 0.07% | +9,553+18.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 61,519 | $89.1 萬 | 0.07% | −19,093−23.7% | 減碼 |
| Ballentine Partners, LLC | 61,583 | $89.2 萬 | 0.02% | +5,972+10.7% | 加碼 |
| Ellevest, Inc. | 62,368 | $90.4 萬 | 0.05% | +5,625+9.9% | 加碼 |
| Advisors Asset Management, Inc. | 64,535 | $93.5 萬 | 0.02% | +5,678+9.6% | 加碼 |
| Russell Investments Group, Ltd. | 64,817 | $93.9 萬 | 0.00% | −16,977−20.8% | 減碼 |
| Aquatic Capital Management LLC | 65,744 | $95.3 萬 | 0.03% | −4,256−6.1% | 減碼 |
| Investors Research Corp | 68,879 | $99.8 萬 | 0.22% | −675−1.0% | 減碼 |
| Evergreen Capital Management LLC | 69,143 | $100.2 萬 | 0.03% | +12,615+22.3% | 加碼 |
| Quadrant Capital Group LLC | 71,293 | $103.3 萬 | 0.07% | −1,204−1.7% | 減碼 |
| Atomi Financial Group, Inc. | 72,066 | $104.4 萬 | 0.05% | +8,920+14.1% | 加碼 |
| Johnson Investment Counsel Inc | 74,546 | $108.0 萬 | 0.01% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 76,257 | $110.5 萬 | 0.06% | +276+0.4% | 加碼 |
| TownSquare Capital, LLC | 82,485 | $119.5 萬 | 0.01% | +3,531+4.5% | 加碼 |
| MML Investors Services, LLC | 84,102 | $121.9 萬 | 0.00% | +16,030+23.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 85,120 | $123.3 萬 | 0.01% | +2,069+2.5% | 加碼 |
| United Capital Financial Advisers, LLC | 86,733 | $125.7 萬 | 0.01% | +1,000+1.2% | 加碼 |
| CI Private Wealth, LLC | 90,181 | $130.7 萬 | 0.00% | −2,039−2.2% | 減碼 |
| Vident Advisory, LLC | 91,211 | $132.2 萬 | 0.02% | −5,342−5.5% | 減碼 |
| Millennium Management LLC | 94,329 | $136.7 萬 | 0.00% | +77,507+460.7% | 加碼 |
| Principal Securities, Inc. | 96,176 | $139.4 萬 | 0.03% | +16,316+20.4% | 加碼 |
| Pekin Hardy Strauss, Inc. | 99,100 | $143.6 萬 | 0.18% | −1,500−1.5% | 減碼 |
| Brinker Capital Investments, LLC | 100,885 | $146.2 萬 | 0.01% | +11,952+13.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 100,885 | $146.2 萬 | 0.01% | +11,952+13.4% | 加碼 |
| Yousif Capital Management, LLC | 101,090 | $146.5 萬 | 0.02% | 00.0% | 不變 |
| Bank of Montreal | 103,091 | $149.4 萬 | 0.00% | −3,739−3.5% | 減碼 |
| Raymond James Financial Inc | 109,419 | $158.5 萬 | 0.00% | +109,419 | 新進 |
| Vise Technologies, Inc. | 120,024 | $173.9 萬 | 0.14% | +50,650+73.0% | 加碼 |
| Lockheed Martin Investment Management Co | 127,040 | $184.1 萬 | 0.07% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 130,770 | $189.5 萬 | 0.06% | +1,927+1.5% | 加碼 |
| Callan Family Office, LLC | 136,063 | $197.2 萬 | 0.13% | +136,063 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 136,244 | $198.0 萬 | 0.02% | +62,945+85.9% | 加碼 |
| Massachusetts Financial Services Co | 138,680 | $200.9 萬 | 0.00% | +138,680 | 新進 |
| AQR Capital Management LLC | 140,727 | $203.9 萬 | 0.00% | +12,735+9.9% | 加碼 |
| Naviter Wealth, LLC | 142,816 | $206.9 萬 | 0.25% | +4,671+3.4% | 加碼 |
| BTC Capital Management, Inc. | 152,646 | $220.5 萬 | 0.20% | −15,130−9.0% | 減碼 |
| Capital Wealth Planning, LLC | 153,472 | $222.4 萬 | 0.02% | +40,131+35.4% | 加碼 |
| CIBC Asset Management Inc | 157,225 | $223.2 萬 | 0.01% | −328,117−67.6% | 減碼 |
| Ritholtz Wealth Management | 155,843 | $225.8 萬 | 0.07% | −11,550−6.9% | 減碼 |
| Wetherby Asset Management Inc | 161,470 | $234.0 萬 | 0.11% | −15,502−8.8% | 減碼 |
| SEI Investments Co | 163,429 | $236.8 萬 | 0.00% | −9,852−5.7% | 減碼 |
| Rhumbline Advisers | 168,901 | $244.7 萬 | 0.00% | −1,962−1.1% | 減碼 |
| Dorsey Wright & Associates | 178,245 | $258.3 萬 | 0.62% | −51,313−22.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 178,404 | $258.5 萬 | 0.00% | −3,307−1.8% | 減碼 |
| Federated Hermes, Inc. | 181,591 | $263.1 萬 | 0.01% | −8,886−4.7% | 減碼 |
| Fisher Asset Management, LLC | 183,829 | $266.4 萬 | 0.00% | −4,711−2.5% | 減碼 |
| Mercer Global Advisors Inc | 185,418 | $268.7 萬 | 0.01% | −10,340−5.3% | 減碼 |
| Park Avenue Securities LLC | 190,094 | $275.4 萬 | 0.03% | +50,797+36.5% | 加碼 |
| Ameriprise Financial Inc | 195,436 | $283.3 萬 | 0.00% | −5,437−2.7% | 減碼 |
| Gilman Hill Asset Management, LLC | 208,594 | $302.3 萬 | 0.53% | +1,223+0.6% | 加碼 |
| Calamos Advisors LLC | 211,720 | $306.8 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 221,164 | $320.5 萬 | 0.06% | +7,811+3.7% | 加碼 |
| Cetera Investment Advisers | 221,322 | $320.7 萬 | 0.01% | +60,788+37.9% | 加碼 |
| Forum Financial Management, LP | 222,120 | $321.9 萬 | 0.05% | +28,997+15.0% | 加碼 |
| JustInvest LLC | 224,956 | $326.0 萬 | 0.05% | −3,410−1.5% | 減碼 |
| William Blair Investment Management, LLC | 225,195 | $326.3 萬 | 0.01% | −16,234−6.7% | 減碼 |
| Advisor Group Holdings, Inc. | 232,263 | $336.5 萬 | 0.01% | +38,903+20.1% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 242,101 | $350.8 萬 | 0.50% | +242,101 | 新進 |