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 4 季 13F 持有人
Sumitomo Mitsui Financial Group, Inc. 在 2025/12/31 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
- 424
- 較 2025 年第 3 季 +38 家
- 持有股數
- 1.16 億
- 較 2025 年第 3 季 +336.2 萬 (+3.0%)
- 總市值
- $22.4 億
- 較 2025 年第 3 季 +$3.57 億 (+19.0%)
- 新進機構
- 76
- 另有 192 家加碼
- 清倉機構
- 38
- 另有 92 家減碼
另有 10 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1,551 | $3.00 萬 | 0.01% | −33−2.1% | 減碼 |
| Wellington Grp LLC | 1,597 | $3.09 萬 | 0.01% | +1,597 | 新進 |
| Cornerstone Planning Group LLC | 1,592 | $3.34 萬 | 0.01% | +1,543+3,149.0% | 加碼 |
| Rothschild Investment LLC | 1,733 | $3.35 萬 | 0.00% | +46+2.7% | 加碼 |
| Private Trust Co NA | 1,786 | $3.45 萬 | 0.00% | +458+34.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,789 | $3.46 萬 | 0.00% | −997−35.8% | 減碼 |
| Addison Advisors LLC | 1,876 | $3.63 萬 | 0.01% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 1,706 | $3.90 萬 | 0.03% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 2,019 | $4.01 萬 | 0.00% | −16−0.8% | 減碼 |
| MAI Capital Management | 2,223 | $4.30 萬 | 0.00% | +280+14.4% | 加碼 |
| JFS Wealth Advisors, LLC | 2,409 | $4.66 萬 | 0.00% | −2−0.1% | 減碼 |
| Zions Bancorporation, National Association | 2,555 | $4.94 萬 | 0.00% | +11+0.4% | 加碼 |
| Brown Brothers Harriman & Co | 2,601 | $5.03 萬 | 0.00% | +2,273+693.0% | 加碼 |
| Caitong International Asset Management Co., Ltd | 2,824 | $5.46 萬 | 0.01% | +905+47.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,926 | $5.66 萬 | 0.00% | +628+27.3% | 加碼 |
| Huntington National Bank | 3,067 | $5.93 萬 | 0.00% | −122−3.8% | 減碼 |
| Cape Investment Advisory, Inc. | 3,120 | $6.03 萬 | 0.02% | +1,740+126.1% | 加碼 |
| Fifth Third Bancorp | 3,505 | $6.78 萬 | 0.00% | −2,119−37.7% | 減碼 |
| NBC Securities, Inc. | 3,597 | $6.95 萬 | 0.01% | +823+29.7% | 加碼 |
| Jones Financial Companies LLLP | 3,682 | $7.12 萬 | 0.00% | +287+8.5% | 加碼 |
| Manchester Capital Management LLC | 3,752 | $7.25 萬 | 0.01% | +3,538+1,653.3% | 加碼 |
| Rosenberg Matthew Hamilton | 3,827 | $7.40 萬 | 0.02% | 00.0% | 不變 |
| Bessemer Group Inc | 3,859 | $7.50 萬 | 0.00% | +1,090+39.4% | 加碼 |
| Richardson Financial Services Inc. | 4,042 | $7.81 萬 | 0.05% | +411+11.3% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 4,216 | $8.15 萬 | 0.01% | −6,841−61.9% | 減碼 |
| Allworth Financial LP | 4,747 | $9.18 萬 | 0.00% | +872+22.5% | 加碼 |
| Parkside Financial Bank & Trust | 4,974 | $9.61 萬 | 0.01% | −267−5.1% | 減碼 |
| V-Square Quantitative Management LLC | 5,634 | $10.9 萬 | 0.01% | +5,634 | 新進 |
| Paradigm Asset Management Co LLC | 6,300 | $12.2 萬 | 0.03% | 00.0% | 不變 |
| SG Americas Securities, LLC | 7,286 | $14.1 萬 | 0.00% | +7,286 | 新進 |
| CIBC Private Wealth Group, LLC | 8,884 | $17.2 萬 | 0.00% | +6,140+223.8% | 加碼 |
| Bruce G. Allen Investments, LLC | 8,965 | $17.3 萬 | 0.12% | +22+0.2% | 加碼 |
| Kestra Advisory Services, LLC | 9,677 | $18.7 萬 | 0.00% | −6,196−39.0% | 減碼 |
| Onyx Bridge Wealth Group LLC | 10,000 | $19.3 萬 | 0.02% | 00.0% | 不變 |
| Riversedge Advisors, LLC | 10,259 | $19.8 萬 | 0.03% | +10,259 | 新進 |
| D'Orazio & Associates, Inc. | 10,340 | $20.0 萬 | 0.03% | +16+0.2% | 加碼 |
| Catalytic Wealth RIA, LLC | 10,363 | $20.0 萬 | 0.01% | −4,114−28.4% | 減碼 |
| 55 North Private Wealth, LLC | 10,402 | $20.1 萬 | 0.05% | +10,402 | 新進 |
| Beacon Pointe Advisors, LLC | 10,465 | $20.2 萬 | 0.00% | +369+3.7% | 加碼 |
| Scientech Research LLC | 10,638 | $20.6 萬 | 0.13% | +10,638 | 新進 |
| 71 West Capital Partners | 10,832 | $20.9 萬 | 0.01% | +10,832 | 新進 |
| Werba Rubin Papier Wealth Management | 11,050 | $21.4 萬 | 0.06% | −1,620−12.8% | 減碼 |
| Integrated Wealth Concepts LLC | 11,125 | $21.5 萬 | 0.00% | −15,793−58.7% | 減碼 |
| Stephens Inc | 11,351 | $21.9 萬 | 0.00% | +11,351 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,358 | $22.0 萬 | 0.00% | −4,065−26.4% | 減碼 |
| Stokes Family Office, LLC | 11,478 | $22.2 萬 | 0.02% | +11,478 | 新進 |
| Walkner Condon Financial Advisors LLC | 11,677 | $22.6 萬 | 0.03% | +1,280+12.3% | 加碼 |
| Syverson Strege & Co | 12,024 | $23.2 萬 | 0.06% | −805−6.3% | 減碼 |
| Susquehanna International Group, LLP | 12,201 | $23.6 萬 | 0.00% | −2,543−17.2% | 減碼 |
| Independent Advisor Alliance | 12,312 | $23.8 萬 | 0.01% | +12,312 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 12,371 | $23.9 萬 | 0.00% | +12,371 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 12,412 | $24.0 萬 | 0.00% | +121+1.0% | 加碼 |
| Clarius Group, LLC | 12,484 | $24.1 萬 | 0.01% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 12,671 | $24.5 萬 | 0.00% | +12,008+1,811.2% | 加碼 |
| EP Wealth Advisors, LLC | 12,689 | $24.5 萬 | 0.00% | +12,689 | 新進 |
| a16z Perennial Management, L.P. | 12,699 | $24.5 萬 | 0.02% | 00.0% | 不變 |
| Intergy Private Wealth, LLC | 12,800 | $24.7 萬 | 0.07% | +657+5.4% | 加碼 |
| Transamerica Financial Advisors, Inc. | 13,235 | $25.6 萬 | 0.02% | +1,198+10.0% | 加碼 |
| Canopy Partners, LLC | 13,627 | $26.3 萬 | 0.09% | +259+1.9% | 加碼 |
| Pensionmark Financial Group, LLC | 13,636 | $26.4 萬 | 0.00% | +13,636 | 新進 |
| Anchyra Partners LLC | 13,709 | $26.5 萬 | 0.08% | +13,709 | 新進 |
| Cromwell Holdings LLC | 13,841 | $26.8 萬 | 0.15% | 00.0% | 不變 |
| Acorn Creek Capital LLC | 13,872 | $26.8 萬 | 0.10% | +148+1.1% | 加碼 |
| Sterling Capital Management LLC | 13,879 | $26.8 萬 | 0.00% | +1,864+15.5% | 加碼 |
| Frec Markets, Inc. | 13,950 | $27.0 萬 | 0.08% | +13,950 | 新進 |
| State Street Corp | 13,954 | $27.0 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 13,974 | $27.0 萬 | 0.01% | +13,974 | 新進 |
| Coastal Bridge Advisors, LLC | 14,007 | $27.1 萬 | 0.02% | −293−2.0% | 減碼 |
| Choate Investment Advisors | 14,062 | $27.2 萬 | 0.01% | 00.0% | 不變 |
| GeoWealth Management, LLC | 14,079 | $27.2 萬 | 0.01% | +4,737+50.7% | 加碼 |
| Voleon Capital Management LP | 14,096 | $27.2 萬 | 0.01% | +14,096 | 新進 |
| Ascent Group, LLC | 14,185 | $27.4 萬 | 0.01% | +1,095+8.4% | 加碼 |
| Capital Performance Advisors LLP | 14,219 | $27.5 萬 | 0.02% | −337−2.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 14,369 | $27.8 萬 | 0.00% | +14,369 | 新進 |
| Brucke Financial, Inc. | 14,441 | $27.9 萬 | 0.15% | +842+6.2% | 加碼 |
| BSW Wealth Partners | 14,528 | $28.1 萬 | 0.03% | −816−5.3% | 減碼 |
| Csenge Advisory Group | 14,799 | $28.6 萬 | 0.01% | −166−1.1% | 減碼 |
| Burns Matteson Capital Management, LLC | 14,800 | $28.6 萬 | 0.11% | +1,398+10.4% | 加碼 |
| Natural Investments, LLC | 14,861 | $28.7 萬 | 0.07% | +213+1.5% | 加碼 |
| Apollon Wealth Management, LLC | 14,922 | $28.8 萬 | 0.00% | +749+5.3% | 加碼 |
| Sanctuary Advisors, LLC | 15,514 | $30.0 萬 | 0.00% | +1,555+11.1% | 加碼 |
| Modern Wealth Management, LLC | 15,560 | $30.1 萬 | 0.01% | +544+3.6% | 加碼 |
| Greenspring Advisors, LLC | 15,685 | $30.3 萬 | 0.02% | +15,685 | 新進 |
| Two Sigma Advisers, LP | 15,700 | $30.3 萬 | 0.00% | +15,700 | 新進 |
| Umb Bank N A | 16,052 | $31.0 萬 | 0.00% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 16,131 | $31.2 萬 | 0.01% | −640−3.8% | 減碼 |
| Fund Advisors of America Inc | 16,598 | $32.1 萬 | 0.29% | +16,598 | 新進 |
| Keel Point, LLC | 17,112 | $33.1 萬 | 0.02% | −27−0.2% | 減碼 |
| Aprio Wealth Management, LLC | 17,322 | $33.5 萬 | 0.02% | +805+4.9% | 加碼 |
| Commonwealth Equity Services, LLC | 17,414 | $33.7 萬 | 0.00% | +2,416+16.1% | 加碼 |
| Sowell Financial Services LLC | 17,436 | $33.7 萬 | 0.01% | +2,653+17.9% | 加碼 |
| Wedmont Private Capital | 17,043 | $33.9 萬 | 0.01% | +789+4.9% | 加碼 |
| Dynasty Wealth Management, LLC | 18,012 | $34.8 萬 | 0.00% | +3,882+27.5% | 加碼 |
| Optas, LLC | 18,339 | $35.4 萬 | 0.06% | +2,386+15.0% | 加碼 |
| Personal Cfo Solutions, LLC | 18,554 | $35.9 萬 | 0.06% | +1,236+7.1% | 加碼 |
| Beverly Hills Private Wealth, LLC | 18,680 | $36.1 萬 | 0.06% | +391+2.1% | 加碼 |
| Sage Mountain Advisors LLC | 18,780 | $36.3 萬 | 0.02% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 18,789 | $36.3 萬 | 0.01% | −3,689−16.4% | 減碼 |
| Kathmere Capital Management, LLC | 19,207 | $37.1 萬 | 0.03% | +196+1.0% | 加碼 |
| Acadian Asset Management LLC | 19,259 | $37.2 萬 | 0.00% | −19,290−50.0% | 減碼 |