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
2025 年第 1 季 13F 持有人
Sumitomo Mitsui Financial Group, Inc. 在 2025/3/31 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
- 358
- 較 2024 年第 4 季 +16 家
- 持有股數
- 1.17 億
- 較 2024 年第 4 季 +1,531 萬 (+15.0%)
- 總市值
- $18.1 億
- 較 2024 年第 4 季 +$3.32 億 (+22.5%)
- 新進機構
- 46
- 另有 156 家加碼
- 清倉機構
- 30
- 另有 103 家減碼
另有 6 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| AXA S.A. | 8,000 | $12.4 萬 | 0.00% | +648+8.8% | 加碼 |
| Bruce G. Allen Investments, LLC | 8,711 | $13.5 萬 | 0.11% | +3,266+60.0% | 加碼 |
| Onyx Bridge Wealth Group LLC | 10,000 | $15.5 萬 | 0.02% | 00.0% | 不變 |
| Seven Mile Advisory | 10,029 | $15.5 萬 | 0.10% | +10,029 | 新進 |
| Clarius Group, LLC | 10,091 | $15.6 萬 | 0.01% | −173−1.7% | 減碼 |
| Capital Performance Advisors LLP | 10,154 | $15.7 萬 | 0.03% | +10,154 | 新進 |
| Farther Finance Advisors, LLC | 10,442 | $15.7 萬 | 0.00% | −504−4.6% | 減碼 |
| Baron Wealth Management LLC | 10,295 | $15.9 萬 | 0.07% | +10,295 | 新進 |
| Bryn Mawr Trust Co | 10,536 | $16.3 萬 | 0.00% | −625−5.6% | 減碼 |
| Flputnam Investment Management Co | 10,795 | $16.7 萬 | 0.00% | −207−1.9% | 減碼 |
| Vista Wealth Management Group, LLC | 10,901 | $16.9 萬 | 0.01% | +424+4.0% | 加碼 |
| D'Orazio & Associates, Inc. | 11,105 | $17.2 萬 | 0.03% | +867+8.5% | 加碼 |
| Rehmann Capital Advisory Group | 11,204 | $17.3 萬 | 0.01% | −1,644−12.8% | 減碼 |
| Entropy Technologies, LP | 11,600 | $17.9 萬 | 0.02% | +11,600 | 新進 |
| Wealthstream Advisors, Inc. | 11,605 | $17.9 萬 | 0.03% | +122+1.1% | 加碼 |
| Summit Trail Advisors, LLC | 11,654 | $18.0 萬 | 0.01% | −781−6.3% | 減碼 |
| Aspen Grove Capital, LLC | 11,991 | $18.5 萬 | 0.04% | 00.0% | 不變 |
| Trust Point Inc. | 12,365 | $19.1 萬 | 0.02% | −505−3.9% | 減碼 |
| Camden Capital, LLC | 12,427 | $19.2 萬 | 0.02% | +770+6.6% | 加碼 |
| Canopy Partners, LLC | 12,616 | $19.5 萬 | 0.08% | +141+1.1% | 加碼 |
| New Republic Capital, LLC | 12,694 | $19.6 萬 | 0.09% | −746−5.6% | 減碼 |
| Optas, LLC | 13,010 | $20.1 萬 | 0.03% | +906+7.5% | 加碼 |
| Apollon Wealth Management, LLC | 13,156 | $20.3 萬 | 0.00% | −3,119−19.2% | 減碼 |
| Xponance, Inc. | 13,239 | $20.5 萬 | 0.00% | +535+4.2% | 加碼 |
| Wrapmanager Inc | 13,345 | $20.6 萬 | 0.05% | −1,263−8.6% | 減碼 |
| Acorn Creek Capital LLC | 13,570 | $21.0 萬 | 0.10% | +100+0.7% | 加碼 |
| Commonwealth Equity Services, LLC | 13,626 | $21.1 萬 | 0.00% | −34−0.2% | 減碼 |
| Merit Financial Group, LLC | 13,695 | $21.2 萬 | 0.00% | +13,695 | 新進 |
| Cromwell Holdings LLC | 13,841 | $21.4 萬 | 0.14% | 00.0% | 不變 |
| State Street Corp | 13,954 | $21.6 萬 | 0.00% | 00.0% | 不變 |
| Abel Hall, LLC | 14,276 | $22.1 萬 | 0.13% | +14,276 | 新進 |
| Wedmont Private Capital | 17,160 | $22.2 萬 | 0.01% | +801+4.9% | 加碼 |
| Kestra Advisory Services, LLC | 14,355 | $22.2 萬 | 0.00% | −17,744−55.3% | 減碼 |
| Personal Cfo Solutions, LLC | 14,490 | $22.4 萬 | 0.05% | −268−1.8% | 減碼 |
| Sanctuary Advisors, LLC | 14,535 | $22.5 萬 | 0.00% | −15,485−51.6% | 減碼 |
| Beverly Hills Private Wealth, LLC | 14,536 | $22.5 萬 | 0.04% | +290+2.0% | 加碼 |
| Kathmere Capital Management, LLC | 14,590 | $22.6 萬 | 0.02% | +14,590 | 新進 |
| Shilanski & Associates, Inc. | 14,632 | $22.6 萬 | 0.07% | −1,557−9.6% | 減碼 |
| Dakota Wealth Management | 14,638 | $22.6 萬 | 0.01% | +14,638 | 新進 |
| Channing Global Advisors, LLC | 14,666 | $22.7 萬 | 0.15% | +1,548+11.8% | 加碼 |
| Choate Investment Advisors | 14,672 | $22.7 萬 | 0.01% | +3,875+35.9% | 加碼 |
| Transamerica Financial Advisors, Inc. | 14,739 | $22.8 萬 | 0.02% | −747−4.8% | 減碼 |
| Boston Private Wealth LLC | 14,891 | $23.0 萬 | 0.01% | −5,603−27.3% | 減碼 |
| HighPoint Advisor Group LLC | 16,121 | $23.1 萬 | 0.01% | +381+2.4% | 加碼 |
| Ascent Group, LLC | 15,205 | $23.5 萬 | 0.01% | +15,205 | 新進 |
| West Family Investments, Inc. | 15,330 | $23.7 萬 | 0.09% | −11,575−43.0% | 減碼 |
| Cresset Asset Management, LLC | 15,348 | $24.0 萬 | 0.00% | −1,106−6.7% | 減碼 |
| We Are One Seven, LLC | 16,017 | $24.8 萬 | 0.01% | −454−2.8% | 減碼 |
| Keel Point, LLC | 16,296 | $25.2 萬 | 0.02% | +829+5.4% | 加碼 |
| Legacy Financial Advisors, Inc. | 16,582 | $25.6 萬 | 0.04% | +3,900+30.8% | 加碼 |
| CWM, LLC | 16,713 | $25.8 萬 | 0.00% | +171+1.0% | 加碼 |
| Werba Rubin Papier Wealth Management | 17,206 | $26.6 萬 | 0.06% | −2,340−12.0% | 減碼 |
| Ronald Blue Trust, Inc. | 17,434 | $27.0 萬 | 0.00% | +5,137+41.8% | 加碼 |
| Claro Advisors LLC | 17,536 | $27.1 萬 | 0.04% | +1,079+6.6% | 加碼 |
| Sowell Financial Services LLC | 17,605 | $27.2 萬 | 0.01% | +2,590+17.2% | 加碼 |
| Bleakley Financial Group, LLC | 18,192 | $28.1 萬 | 0.01% | +909+5.3% | 加碼 |
| Colony Group, LLC | 18,253 | $28.2 萬 | 0.00% | +4,799+35.7% | 加碼 |
| HB Wealth Management, LLC | 18,329 | $28.3 萬 | 0.00% | +5,885+47.3% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 18,596 | $28.7 萬 | 0.00% | −12,190−39.6% | 減碼 |
| Modern Wealth Management, LLC | 18,732 | $29.0 萬 | 0.01% | +18,732 | 新進 |
| Savant Capital, LLC | 18,853 | $29.1 萬 | 0.00% | −922−4.7% | 減碼 |
| Jefferies Financial Group Inc. | 18,997 | $29.4 萬 | 0.01% | +686+3.7% | 加碼 |
| Lido Advisors, LLC | 19,038 | $29.4 萬 | 0.00% | +468+2.5% | 加碼 |
| Diversify Advisory Services, LLC | 20,664 | $29.6 萬 | 0.02% | +4,365+26.8% | 加碼 |
| Simon Quick Advisors, LLC | 19,332 | $29.9 萬 | 0.02% | +8,104+72.2% | 加碼 |
| BSW Wealth Partners | 19,652 | $30.4 萬 | 0.05% | +837+4.4% | 加碼 |
| Keybank National Association | 19,784 | $30.6 萬 | 0.00% | −232−1.2% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | $30.6 萬 | 0.03% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 19,804 | $30.6 萬 | 0.02% | −50.0% | 減碼 |
| Lindbrook Capital, LLC | 20,072 | $31.0 萬 | 0.03% | +729+3.8% | 加碼 |
| Valeo Financial Advisors, LLC | 20,099 | $31.1 萬 | 0.01% | +4,140+25.9% | 加碼 |
| Aprio Wealth Management, LLC | 20,697 | $32.0 萬 | 0.04% | +6,441+45.2% | 加碼 |
| Sagespring Wealth Partners, LLC | 20,731 | $32.1 萬 | 0.01% | +5,990+40.6% | 加碼 |
| Coldstream Capital Management Inc | 20,884 | $32.3 萬 | 0.01% | +588+2.9% | 加碼 |
| First Affirmative Financial Network | 20,951 | $32.4 萬 | 0.20% | −54−0.3% | 減碼 |
| Drive Wealth Management, LLC | 21,061 | $32.6 萬 | 0.08% | −534−2.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 21,426 | $33.1 萬 | 0.00% | +611+2.9% | 加碼 |
| Ewa, LLC | 21,455 | $33.2 萬 | 0.12% | −64−0.3% | 減碼 |
| Private Advisor Group, LLC | 21,561 | $33.3 萬 | 0.00% | −4,969−18.7% | 減碼 |
| Csenge Advisory Group | 25,173 | $34.1 萬 | 0.02% | +903+3.7% | 加碼 |
| Pzena Investment Management LLC | 22,134 | $34.2 萬 | 0.00% | +2,515+12.8% | 加碼 |
| Bridgewater Advisors Inc. | 24,076 | $34.5 萬 | 0.03% | −104−0.4% | 減碼 |
| Prime Capital Investment Advisors, LLC | 22,429 | $34.7 萬 | 0.00% | +1,691+8.2% | 加碼 |
| Sivia Capital Partners, LLC | 22,522 | $34.8 萬 | 0.16% | +1,927+9.4% | 加碼 |
| Net Worth Advisory Group | 23,521 | $36.4 萬 | 0.11% | −1,226−5.0% | 減碼 |
| Truist Financial Corp | 24,060 | $37.2 萬 | 0.00% | −301−1.2% | 減碼 |
| Blair William & Co | 24,467 | $37.8 萬 | 0.00% | +24,467 | 新進 |
| Syon Capital LLC | 24,969 | $38.6 萬 | 0.03% | +7,509+43.0% | 加碼 |
| Vanguard Capital Wealth Advisors | 25,047 | $38.7 萬 | 0.47% | +3,822+18.0% | 加碼 |
| Umb Bank N A | 25,280 | $39.1 萬 | 0.01% | −2,612−9.4% | 減碼 |
| Five Oceans Advisors | 25,407 | $39.3 萬 | 0.19% | 00.0% | 不變 |
| Seeds Investor LLC | 25,928 | $40.1 萬 | 0.11% | +629+2.5% | 加碼 |
| Schechter Investment Advisors, LLC | 26,563 | $41.1 萬 | 0.03% | −8,540−24.3% | 減碼 |
| Louisbourg Investments Inc. | 26,652 | $41.2 萬 | 0.11% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 26,968 | $41.7 萬 | 0.01% | +12,799+90.3% | 加碼 |
| Bailard, Inc. | 27,404 | $42.4 萬 | 0.01% | +1,701+6.6% | 加碼 |
| GAMMA Investing LLC | 27,743 | $42.9 萬 | 0.03% | +4,588+19.8% | 加碼 |
| Traveka Wealth, LLC | 27,912 | $43.2 萬 | 0.24% | +314+1.1% | 加碼 |
| Shelton Capital Management | 28,173 | $43.6 萬 | 0.01% | −887−3.1% | 減碼 |
| Schroder Investment Management Group | 28,602 | $44.3 萬 | 0.00% | +40+0.1% | 加碼 |