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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 69,343 | $107.2 萬 | 0.00% | +17,010+32.5% | 加碼 |
| Evergreen Capital Management LLC | 67,824 | $104.9 萬 | 0.04% | −1,319−1.9% | 減碼 |
| Advisors Asset Management, Inc. | 67,234 | $103.9 萬 | 0.02% | +2,699+4.2% | 加碼 |
| 1832 Asset Management L.P. | 64,785 | $100.2 萬 | 0.00% | +64,785 | 新進 |
| Mount Yale Investment Advisors, LLC | 64,181 | $99.2 萬 | 0.09% | +2,662+4.3% | 加碼 |
| Diversify Wealth Management, LLC | 67,896 | $97.4 萬 | 0.07% | +6,819+11.2% | 加碼 |
| Advisor Group Holdings, Inc. | 57,968 | $89.6 萬 | 0.00% | −174,295−75.0% | 減碼 |
| Pacer Advisors, Inc. | 57,884 | $89.5 萬 | 0.00% | +1,668+3.0% | 加碼 |
| Investors Research Corp | 57,654 | $89.1 萬 | 0.19% | −11,225−16.3% | 減碼 |
| Ellevest, Inc. | 56,609 | $87.5 萬 | 0.06% | −5,759−9.2% | 減碼 |
| Aaron Wealth Advisors | 56,435 | $87.2 萬 | 0.10% | +2,298+4.2% | 加碼 |
| Johnson Investment Counsel Inc | 56,346 | $87.1 萬 | 0.01% | −18,200−24.4% | 減碼 |
| Mission Wealth Management, LP | 56,298 | $87.0 萬 | 0.02% | +2,757+5.1% | 加碼 |
| AdvisorShares Investments LLC | 57,247 | $86.3 萬 | 0.17% | +16,850+41.7% | 加碼 |
| Parallel Advisors, LLC | 55,234 | $85.4 萬 | 0.02% | +120.0% | 加碼 |
| Rockefeller Capital Management L.P. | 52,161 | $80.6 萬 | 0.00% | −6,279−10.7% | 減碼 |
| RSM US Wealth Management LLC | 51,441 | $79.5 萬 | 0.01% | −4,565−8.2% | 減碼 |
| Capital Insight Partners, LLC | 51,128 | $79.0 萬 | 0.14% | +1,971+4.0% | 加碼 |
| M&T Bank Corp | 49,938 | $77.2 萬 | 0.00% | −1,258−2.5% | 減碼 |
| Checchi Capital Advisers, LLC | 49,631 | $76.7 萬 | 0.05% | +3,726+8.1% | 加碼 |
| Atria Investments LLC | 47,544 | $73.5 萬 | 0.01% | +8,227+20.9% | 加碼 |
| Captrust Financial Advisors | 46,880 | $72.5 萬 | 0.00% | +27,417+140.9% | 加碼 |
| Smartleaf Asset Management LLC | 45,943 | $72.4 萬 | 0.07% | +3,634+8.6% | 加碼 |
| Callan Capital, LLC | 46,429 | $71.8 萬 | 0.05% | 00.0% | 不變 |
| PDS Planning, Inc | 45,999 | $71.1 萬 | 0.06% | +2,758+6.4% | 加碼 |
| Citigroup Inc | 45,598 | $70.5 萬 | 0.00% | +5,416+13.5% | 加碼 |
| Ieq Capital, LLC | 44,402 | $68.6 萬 | 0.01% | +2,815+6.8% | 加碼 |
| ICONIQ Capital, LLC | 43,928 | $67.9 萬 | 0.01% | +8,870+25.3% | 加碼 |
| V-Square Quantitative Management LLC | 39,799 | $61.5 萬 | 0.09% | 00.0% | 不變 |
| Glenmede Trust Co NA | 39,704 | $61.4 萬 | 0.00% | −2,578−6.1% | 減碼 |
| Acadian Asset Management LLC | 39,574 | $61.0 萬 | 0.00% | +30,506+336.4% | 加碼 |
| Westwood Holdings Group Inc. | 38,627 | $59.7 萬 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 38,626 | $59.7 萬 | 0.01% | +38,626 | 新進 |
| Pitcairn Co | 37,563 | $58.1 萬 | 0.04% | +3,430+10.0% | 加碼 |
| Covenant Partners, LLC | 37,262 | $57.6 萬 | 0.19% | 00.0% | 不變 |
| Cordatus Wealth Management LLC | 36,863 | $57.0 萬 | 0.16% | +36,863 | 新進 |
| RNC Capital Management LLC | 36,808 | $56.9 萬 | 0.03% | +588+1.6% | 加碼 |
| Summit Financial, LLC | 36,800 | $56.9 萬 | 0.02% | +36,800 | 新進 |
| Banco Santander, S.A. | 35,990 | $55.6 萬 | 0.01% | 00.0% | 不變 |
| Squarepoint Ops LLC | 35,909 | $55.5 萬 | 0.00% | +35,909 | 新進 |
| Millennium Management LLC | 35,828 | $55.4 萬 | 0.00% | −58,501−62.0% | 減碼 |
| Sage Rhino Capital LLC | 35,759 | $55.3 萬 | 0.13% | −663−1.8% | 減碼 |
| Gradient Investments LLC | 34,818 | $53.8 萬 | 0.01% | +341+1.0% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 34,657 | $53.6 萬 | 0.11% | −5,000−12.6% | 減碼 |
| Lazard Asset Management LLC | 34,074 | $52.6 萬 | 0.00% | −4,827−12.4% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 33,715 | $52.1 萬 | 0.00% | +329+1.0% | 加碼 |
| Versant Capital Management, Inc | 32,827 | $50.8 萬 | 0.09% | +30,741+1,473.7% | 加碼 |
| Mather Group, LLC. | 32,709 | $50.6 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 32,499 | $50.2 萬 | 0.00% | +6,005+22.7% | 加碼 |
| Integrated Wealth Concepts LLC | 32,386 | $50.1 萬 | 0.01% | −730−2.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 32,243 | $49.8 萬 | 0.07% | +809+2.6% | 加碼 |
| Atlas Capital Advisors LLC | 31,321 | $48.4 萬 | 0.06% | +342+1.1% | 加碼 |
| Cable Hill Partners, LLC | 33,694 | $47.8 萬 | 0.05% | −451−1.3% | 減碼 |
| Barometer Capital Management Inc. | 30,854 | $47.7 萬 | 0.18% | −25,254−45.0% | 減碼 |
| Assetmark, Inc | 30,588 | $47.3 萬 | 0.00% | +11,847+63.2% | 加碼 |
| Principal Street Partners, LLC | 29,134 | $45.0 萬 | 0.08% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 28,939 | $44.7 萬 | 0.02% | +28,939 | 新進 |
| Gallacher Capital Management LLC | 28,877 | $44.6 萬 | 0.22% | −103−0.4% | 減碼 |
| Schroder Investment Management Group | 28,602 | $44.3 萬 | 0.00% | +40+0.1% | 加碼 |
| Shelton Capital Management | 28,173 | $43.6 萬 | 0.01% | −887−3.1% | 減碼 |
| Traveka Wealth, LLC | 27,912 | $43.2 萬 | 0.24% | +314+1.1% | 加碼 |
| GAMMA Investing LLC | 27,743 | $42.9 萬 | 0.03% | +4,588+19.8% | 加碼 |
| Bailard, Inc. | 27,404 | $42.4 萬 | 0.01% | +1,701+6.6% | 加碼 |
| Pensionmark Financial Group, LLC | 26,968 | $41.7 萬 | 0.01% | +12,799+90.3% | 加碼 |
| Louisbourg Investments Inc. | 26,652 | $41.2 萬 | 0.11% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 26,563 | $41.1 萬 | 0.03% | −8,540−24.3% | 減碼 |
| Seeds Investor LLC | 25,928 | $40.1 萬 | 0.11% | +629+2.5% | 加碼 |
| Five Oceans Advisors | 25,407 | $39.3 萬 | 0.19% | 00.0% | 不變 |
| Umb Bank N A | 25,280 | $39.1 萬 | 0.01% | −2,612−9.4% | 減碼 |
| Vanguard Capital Wealth Advisors | 25,047 | $38.7 萬 | 0.47% | +3,822+18.0% | 加碼 |
| Syon Capital LLC | 24,969 | $38.6 萬 | 0.03% | +7,509+43.0% | 加碼 |
| Blair William & Co | 24,467 | $37.8 萬 | 0.00% | +24,467 | 新進 |
| Truist Financial Corp | 24,060 | $37.2 萬 | 0.00% | −301−1.2% | 減碼 |
| Net Worth Advisory Group | 23,521 | $36.4 萬 | 0.11% | −1,226−5.0% | 減碼 |
| Sivia Capital Partners, LLC | 22,522 | $34.8 萬 | 0.16% | +1,927+9.4% | 加碼 |
| Prime Capital Investment Advisors, LLC | 22,429 | $34.7 萬 | 0.00% | +1,691+8.2% | 加碼 |
| Bridgewater Advisors Inc. | 24,076 | $34.5 萬 | 0.03% | −104−0.4% | 減碼 |
| Pzena Investment Management LLC | 22,134 | $34.2 萬 | 0.00% | +2,515+12.8% | 加碼 |
| Csenge Advisory Group | 25,173 | $34.1 萬 | 0.02% | +903+3.7% | 加碼 |
| Private Advisor Group, LLC | 21,561 | $33.3 萬 | 0.00% | −4,969−18.7% | 減碼 |
| Ewa, LLC | 21,455 | $33.2 萬 | 0.12% | −64−0.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 21,426 | $33.1 萬 | 0.00% | +611+2.9% | 加碼 |
| Drive Wealth Management, LLC | 21,061 | $32.6 萬 | 0.08% | −534−2.5% | 減碼 |
| First Affirmative Financial Network | 20,951 | $32.4 萬 | 0.20% | −54−0.3% | 減碼 |
| Coldstream Capital Management Inc | 20,884 | $32.3 萬 | 0.01% | +588+2.9% | 加碼 |
| Sagespring Wealth Partners, LLC | 20,731 | $32.1 萬 | 0.01% | +5,990+40.6% | 加碼 |
| Aprio Wealth Management, LLC | 20,697 | $32.0 萬 | 0.04% | +6,441+45.2% | 加碼 |
| Valeo Financial Advisors, LLC | 20,099 | $31.1 萬 | 0.01% | +4,140+25.9% | 加碼 |
| Lindbrook Capital, LLC | 20,072 | $31.0 萬 | 0.03% | +729+3.8% | 加碼 |
| Sage Mountain Advisors LLC | 19,804 | $30.6 萬 | 0.02% | −50.0% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | $30.6 萬 | 0.03% | 00.0% | 不變 |
| Keybank National Association | 19,784 | $30.6 萬 | 0.00% | −232−1.2% | 減碼 |
| BSW Wealth Partners | 19,652 | $30.4 萬 | 0.05% | +837+4.4% | 加碼 |
| Simon Quick Advisors, LLC | 19,332 | $29.9 萬 | 0.02% | +8,104+72.2% | 加碼 |
| Diversify Advisory Services, LLC | 20,664 | $29.6 萬 | 0.02% | +4,365+26.8% | 加碼 |
| Lido Advisors, LLC | 19,038 | $29.4 萬 | 0.00% | +468+2.5% | 加碼 |
| Jefferies Financial Group Inc. | 18,997 | $29.4 萬 | 0.01% | +686+3.7% | 加碼 |
| Savant Capital, LLC | 18,853 | $29.1 萬 | 0.00% | −922−4.7% | 減碼 |
| Modern Wealth Management, LLC | 18,732 | $29.0 萬 | 0.01% | +18,732 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 18,596 | $28.7 萬 | 0.00% | −12,190−39.6% | 減碼 |