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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 16,454 | $23.8 萬 | 0.00% | −165,492−91.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 16,318 | $23.6 萬 | 0.01% | +14,016+608.9% | 加碼 |
| Apollon Wealth Management, LLC | 16,275 | $23.6 萬 | 0.01% | +1,015+6.7% | 加碼 |
| Shilanski & Associates, Inc. | 16,189 | $23.5 萬 | 0.08% | −858−5.0% | 減碼 |
| Valeo Financial Advisors, LLC | 15,959 | $23.1 萬 | 0.01% | +13+0.1% | 加碼 |
| Wedmont Private Capital | 16,359 | $23.1 萬 | 0.01% | +223+1.4% | 加碼 |
| HighPoint Advisor Group LLC | 15,740 | $23.1 萬 | 0.01% | +111+0.7% | 加碼 |
| Diversify Advisory Services, LLC | 16,299 | $23.0 萬 | 0.01% | +197+1.2% | 加碼 |
| Transamerica Financial Advisors, Inc. | 15,486 | $22.5 萬 | 0.02% | +2,897+23.0% | 加碼 |
| Keel Point, LLC | 15,467 | $22.4 萬 | 0.02% | −1,330−7.9% | 減碼 |
| Sowell Financial Services LLC | 15,015 | $21.8 萬 | 0.01% | +15,015 | 新進 |
| Personal Cfo Solutions, LLC | 14,758 | $21.4 萬 | 0.04% | −135−0.9% | 減碼 |
| Sagespring Wealth Partners, LLC | 14,741 | $21.4 萬 | 0.01% | +14,741 | 新進 |
| Wrapmanager Inc | 14,608 | $21.2 萬 | 0.05% | +1,190+8.9% | 加碼 |
| Aprio Wealth Management, LLC | 14,256 | $20.7 萬 | 0.03% | +2,461+20.9% | 加碼 |
| Beverly Hills Private Wealth, LLC | 14,246 | $20.6 萬 | 0.04% | −386−2.6% | 減碼 |
| Pensionmark Financial Group, LLC | 14,169 | $20.5 萬 | 0.01% | +3,090+27.9% | 加碼 |
| State Street Corp | 13,954 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 13,841 | $20.1 萬 | 0.12% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 13,710 | $19.9 萬 | 0.00% | +13,710 | 新進 |
| Commonwealth Equity Services, LLC | 13,660 | $19.8 萬 | 0.00% | +192+1.4% | 加碼 |
| Acorn Creek Capital LLC | 13,470 | $19.5 萬 | 0.10% | +40.0% | 加碼 |
| Colony Group, LLC | 13,454 | $19.5 萬 | 0.00% | +2,033+17.8% | 加碼 |
| New Republic Capital, LLC | 13,440 | $19.5 萬 | 0.13% | −1,922−12.5% | 減碼 |
| Causeway Capital Management LLC | 13,348 | $19.3 萬 | 0.00% | −2,771−17.2% | 減碼 |
| Channing Global Advisors, LLC | 13,118 | $19.0 萬 | 0.13% | +223+1.7% | 加碼 |
| Trust Point Inc. | 12,870 | $18.6 萬 | 0.01% | −27−0.2% | 減碼 |
| Rehmann Capital Advisory Group | 12,848 | $18.6 萬 | 0.01% | −376−2.8% | 減碼 |
| Xponance, Inc. | 12,704 | $18.4 萬 | 0.00% | +579+4.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 12,682 | $18.4 萬 | 0.03% | +592+4.9% | 加碼 |
| Canopy Partners, LLC | 12,475 | $18.1 萬 | 0.07% | +10+0.1% | 加碼 |
| HB Wealth Management, LLC | 12,444 | $18.0 萬 | 0.00% | −855−6.4% | 減碼 |
| Summit Trail Advisors, LLC | 12,435 | $18.0 萬 | 0.01% | −375−2.9% | 減碼 |
| Ronald Blue Trust, Inc. | 12,297 | $17.8 萬 | 0.00% | −26,146−68.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 12,241 | $17.7 萬 | 0.00% | +12,241 | 新進 |
| Optas, LLC | 12,104 | $17.5 萬 | 0.04% | −2,145−15.1% | 減碼 |
| Aspen Grove Capital, LLC | 11,991 | $17.4 萬 | 0.04% | +11,991 | 新進 |
| Prudent Man Advisors, LLC | 11,883 | $17.2 萬 | 0.06% | 00.0% | 不變 |
| Camden Capital, LLC | 11,657 | $16.9 萬 | 0.02% | +1,450+14.2% | 加碼 |
| Wealthstream Advisors, Inc. | 11,483 | $16.6 萬 | 0.03% | +794+7.4% | 加碼 |
| Simon Quick Advisors, LLC | 11,228 | $16.3 萬 | 0.01% | +11,228 | 新進 |
| Bryn Mawr Trust Co | 11,161 | $16.2 萬 | 0.00% | −180−1.6% | 減碼 |
| Freestone Capital Holdings, LLC | 11,107 | $16.1 萬 | 0.01% | +11,107 | 新進 |
| Flputnam Investment Management Co | 11,002 | $15.9 萬 | 0.00% | +281+2.6% | 加碼 |
| Farther Finance Advisors, LLC | 10,946 | $15.9 萬 | 0.01% | +763+7.5% | 加碼 |
| Choate Investment Advisors | 10,797 | $15.6 萬 | 0.00% | +10,797 | 新進 |
| HSBC Holdings PLC | 10,554 | $15.3 萬 | 0.00% | −4,724−30.9% | 減碼 |
| Vista Wealth Management Group, LLC | 10,477 | $15.2 萬 | 0.01% | +10,477 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,417 | $15.1 萬 | 0.00% | +10,417 | 新進 |
| Clarius Group, LLC | 10,264 | $14.9 萬 | 0.01% | −1,381−11.9% | 減碼 |
| D'Orazio & Associates, Inc. | 10,238 | $14.8 萬 | 0.02% | +94+0.9% | 加碼 |
| Onyx Bridge Wealth Group LLC | 10,000 | $14.5 萬 | 0.02% | 00.0% | 不變 |
| Acadian Asset Management LLC | 9,068 | $13.1 萬 | 0.00% | +9,068 | 新進 |
| Quantbot Technologies LP | 9,004 | $13.0 萬 | 0.00% | −31,627−77.8% | 減碼 |
| Parkside Financial Bank & Trust | 7,944 | $11.5 萬 | 0.02% | +1,968+32.9% | 加碼 |
| AXA S.A. | 7,352 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 7,028 | $10.2 萬 | 0.02% | +770+12.3% | 加碼 |
| GeoWealth Management, LLC | 6,762 | $9.80 萬 | 0.00% | −1,940−22.3% | 減碼 |
| Paradigm Asset Management Co LLC | 6,300 | $9.13 萬 | 0.02% | −800−11.3% | 減碼 |
| Sierra Ocean, LLC | 5,902 | $8.55 萬 | 0.07% | +5,902 | 新進 |
| Bruce G. Allen Investments, LLC | 5,445 | $7.89 萬 | 0.06% | +1,239+29.5% | 加碼 |
| Barclays PLC | 4,000 | $5.80 萬 | 0.00% | −16,000−80.0% | 減碼 |
| Rosenberg Matthew Hamilton | 3,827 | $5.55 萬 | 0.01% | −1,319−25.6% | 減碼 |
| Richardson Financial Services Inc. | 3,496 | $5.09 萬 | 0.04% | +940+36.8% | 加碼 |
| Huntington National Bank | 3,433 | $4.97 萬 | 0.00% | −1,462−29.9% | 減碼 |
| IFP Advisors, Inc | 3,404 | $4.93 萬 | 0.00% | +295+9.5% | 加碼 |
| TD Waterhouse Canada Inc. | 3,099 | $4.49 萬 | 0.00% | +2,963+2,178.7% | 加碼 |
| Zions Bancorporation, N.A. | 2,737 | $3.97 萬 | 0.00% | −612−18.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,706 | $3.92 萬 | 0.00% | 00.0% | 不變 |
| Perritt Capital Management Inc | 2,500 | $3.62 萬 | 0.02% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 2,411 | $3.49 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 2,403 | $3.48 萬 | 0.00% | +41+1.7% | 加碼 |
| Park Square Financial Group, LLC | 2,355 | $3.41 萬 | 0.02% | +2,355 | 新進 |
| Geneos Wealth Management Inc. | 2,233 | $3.24 萬 | 0.00% | +57+2.6% | 加碼 |
| Versant Capital Management, Inc | 2,086 | $3.02 萬 | 0.01% | +2,086 | 新進 |
| Bessemer Group Inc | 1,929 | $2.80 萬 | 0.00% | +1,119+138.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,884 | $2.79 萬 | 0.00% | +312+19.8% | 加碼 |
| Addison Advisors LLC | 1,876 | $2.72 萬 | 0.01% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,841 | $2.67 萬 | 0.01% | +24+1.3% | 加碼 |
| PEAK6 LLC | 1,734 | $2.51 萬 | 0.00% | +1,734 | 新進 |
| Capital A Wealth Management, LLC | 1,712 | $2.48 萬 | 0.04% | +1,712 | 新進 |
| Northwestern Mutual Wealth Management Co | 1,609 | $2.33 萬 | 0.00% | +665+70.4% | 加碼 |
| Allworth Financial LP | 1,597 | $2.32 萬 | 0.00% | +395+32.9% | 加碼 |
| Rothschild Investment LLC | 1,508 | $2.19 萬 | 0.00% | −2,142−58.7% | 減碼 |
| Jones Financial Companies LLLP | 1,370 | $1.99 萬 | 0.00% | +248+22.1% | 加碼 |
| Whipplewood Advisors, LLC | 1,311 | $1.90 萬 | 0.01% | +1,311 | 新進 |
| Financial Management Professionals, Inc. | 1,277 | $1.85 萬 | 0.00% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 1,193 | $1.73 萬 | 0.01% | +1,193 | 新進 |
| Global Financial Private Client, LLC | 1,174 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,119 | $1.62 萬 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 1,109 | $1.61 萬 | 0.00% | +136+14.0% | 加碼 |
| Human Investing LLC | 1,100 | $1.59 萬 | 0.00% | +1,100 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 994 | $1.44 萬 | 0.00% | −66−6.2% | 減碼 |
| Cape Investment Advisory, Inc. | 990 | $1.43 萬 | 0.01% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 980 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 963 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 909 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 867 | $1.26 萬 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 806 | $1.17 萬 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 788 | $1.14 萬 | 0.00% | +788 | 新進 |