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
2026 年第 1 季 13F 持有人
Sumitomo Mitsui Financial Group, Inc. 在 2026/3/31 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
- 446
- 較 2025 年第 4 季 +28 家
- 持有股數
- 1.24 億
- 較 2025 年第 4 季 +813.6 萬 (+7.0%)
- 總市值
- $24.5 億
- 較 2025 年第 4 季 +$2.10 億 (+9.4%)
- 新進機構
- 63
- 另有 205 家加碼
- 清倉機構
- 35
- 另有 107 家減碼
另有 6 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Storgate, LLC | 17,177 | $33.9 萬 | 0.27% | +17,177 | 新進 |
| Dynasty Wealth Management, LLC | 17,478 | $34.5 萬 | 0.00% | −534−3.0% | 減碼 |
| Brighton Jones LLC | 17,657 | $34.9 萬 | 0.01% | +17,657 | 新進 |
| Valeo Financial Advisors, LLC | 17,870 | $35.3 萬 | 0.01% | −7,048−28.3% | 減碼 |
| Sowell Financial Services LLC | 17,873 | $35.3 萬 | 0.01% | +437+2.5% | 加碼 |
| New Republic Capital, LLC | 17,981 | $35.5 萬 | 0.12% | −10,698−37.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 18,214 | $36.0 萬 | 0.00% | +18,214 | 新進 |
| West Family Investments, Inc. | 18,274 | $36.1 萬 | 0.13% | −13,005−41.6% | 減碼 |
| Commonwealth Equity Services, LLC | 18,372 | $36.3 萬 | 0.00% | +958+5.5% | 加碼 |
| Optas, LLC | 18,566 | $36.7 萬 | 0.06% | +227+1.2% | 加碼 |
| Marshall Wace, LLP | 18,735 | $37.0 萬 | 0.00% | −57,417−75.4% | 減碼 |
| Clearstead Advisors, LLC | 18,848 | $37.2 萬 | 0.00% | +18,848 | 新進 |
| Brown Advisory Inc | 18,858 | $37.2 萬 | 0.00% | +18,858 | 新進 |
| EP Wealth Advisors, LLC | 18,947 | $37.4 萬 | 0.00% | +6,258+49.3% | 加碼 |
| GeoWealth Management, LLC | 19,264 | $38.0 萬 | 0.01% | +5,185+36.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 19,378 | $38.3 萬 | 0.00% | +5,009+34.9% | 加碼 |
| Aprio Wealth Management, LLC | 19,394 | $38.3 萬 | 0.02% | +2,072+12.0% | 加碼 |
| J.Safra Asset Management Corp | 19,466 | $38.4 萬 | 0.02% | +19,466 | 新進 |
| Prime Capital Investment Advisors, LLC | 19,672 | $38.9 萬 | 0.00% | −1,241−5.9% | 減碼 |
| Personal Cfo Solutions, LLC | 19,777 | $39.1 萬 | 0.05% | +1,223+6.6% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | $39.1 萬 | 0.02% | 00.0% | 不變 |
| First Affirmative Financial Network | 20,279 | $40.1 萬 | 0.16% | +20,279 | 新進 |
| Frec Markets, Inc. | 20,515 | $40.5 萬 | 0.07% | +6,565+47.1% | 加碼 |
| Quantbot Technologies LP | 21,420 | $42.3 萬 | 0.02% | +21,420 | 新進 |
| Evolve Private Wealth, LLC | 21,662 | $42.8 萬 | 0.02% | +1,772+8.9% | 加碼 |
| Basecamp Wealth Advisors LLC | 21,689 | $42.8 萬 | 0.09% | 00.0% | 不變 |
| Ewa, LLC | 21,728 | $42.9 萬 | 0.10% | +19+0.1% | 加碼 |
| Drive Wealth Management, LLC | 21,775 | $43.0 萬 | 0.09% | −2,642−10.8% | 減碼 |
| Sanctuary Advisors, LLC | 21,997 | $43.4 萬 | 0.00% | +6,483+41.8% | 加碼 |
| Private Advisor Group, LLC | 22,435 | $44.3 萬 | 0.00% | +1,532+7.3% | 加碼 |
| Net Worth Advisory Group | 22,843 | $45.1 萬 | 0.09% | −298−1.3% | 減碼 |
| Trust Point Inc. | 24,109 | $47.6 萬 | 0.04% | +4,476+22.8% | 加碼 |
| Bleakley Financial Group, LLC | 24,309 | $48.0 萬 | 0.01% | −1,883−7.2% | 減碼 |
| Five Oceans Advisors | 24,405 | $48.2 萬 | 0.17% | 00.0% | 不變 |
| Seeds Investor LLC | 22,817 | $48.5 萬 | 0.07% | −992−4.2% | 減碼 |
| Kathmere Capital Management, LLC | 24,704 | $48.8 萬 | 0.03% | +5,497+28.6% | 加碼 |
| Integrated Wealth Concepts LLC | 24,772 | $48.9 萬 | 0.00% | +13,647+122.7% | 加碼 |
| Voleon Capital Management LP | 24,991 | $49.4 萬 | 0.01% | +10,895+77.3% | 加碼 |
| Kestra Advisory Services, LLC | 25,037 | $49.4 萬 | 0.00% | +15,360+158.7% | 加碼 |
| Shelton Capital Management | 26,157 | $51.7 萬 | 0.01% | −1,896−6.8% | 減碼 |
| Dynamic Technology Lab Private Ltd | 26,363 | $52.1 萬 | 0.09% | +26,363 | 新進 |
| Entropy Technologies, LP | 26,573 | $52.5 萬 | 0.02% | +26,573 | 新進 |
| Traveka Wealth, LLC | 26,726 | $52.8 萬 | 0.20% | +613+2.3% | 加碼 |
| Burns Matteson Capital Management, LLC | 27,018 | $53.4 萬 | 0.21% | +12,218+82.6% | 加碼 |
| SmartHarvest Portfolios, LLC | 27,095 | $53.5 萬 | 0.22% | −915−3.3% | 減碼 |
| Schroder Investment Management Group | 28,611 | $53.6 萬 | 0.00% | −20−0.1% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 28,111 | $55.5 萬 | 0.00% | −787−2.7% | 減碼 |
| Gateway Wealth Partners, LLC | 28,492 | $56.3 萬 | 0.02% | +28,492 | 新進 |
| LMR Partners LLP | 28,506 | $56.3 萬 | 0.01% | +28,506 | 新進 |
| Bridgewater Advisors Inc. | 25,274 | $56.4 萬 | 0.03% | +618+2.5% | 加碼 |
| Axq Capital, LP | 28,928 | $57.1 萬 | 0.07% | +28,928 | 新進 |
| Merit Financial Group, LLC | 29,083 | $57.4 萬 | 0.00% | +2,418+9.1% | 加碼 |
| Savant Capital, LLC | 29,363 | $58.0 萬 | 0.00% | +5,642+23.8% | 加碼 |
| Jefferies Financial Group Inc. | 29,386 | $58.0 萬 | 0.01% | +8,408+40.1% | 加碼 |
| Principal Street Partners, LLC | 29,475 | $58.2 萬 | 0.10% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 29,620 | $58.5 萬 | 0.00% | +19,155+183.0% | 加碼 |
| Sagespring Wealth Partners, LLC | 29,685 | $58.6 萬 | 0.01% | +1,227+4.3% | 加碼 |
| NewEdge Wealth, LLC | 30,022 | $59.3 萬 | 0.01% | −6,131−17.0% | 減碼 |
| Lazard Asset Management LLC | 31,593 | $62.4 萬 | 0.00% | −255−0.8% | 減碼 |
| Tred Avon Family Wealth, LLC | 31,695 | $62.6 萬 | 0.21% | −5,639−15.1% | 減碼 |
| Pzena Investment Management LLC | 32,548 | $64.3 萬 | 0.00% | +4,075+14.3% | 加碼 |
| Mather Group, LLC. | 32,661 | $64.5 萬 | 0.01% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 32,820 | $64.8 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 32,834 | $64.8 萬 | 0.02% | +1,972+6.4% | 加碼 |
| Lido Advisors, LLC | 33,007 | $65.2 萬 | 0.00% | +7,345+28.6% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 33,304 | $65.8 萬 | 0.07% | −3,932−10.6% | 減碼 |
| Flputnam Investment Management Co | 33,675 | $66.5 萬 | 0.01% | +3,708+12.4% | 加碼 |
| Sage Rhino Capital LLC | 33,987 | $67.1 萬 | 0.13% | −144−0.4% | 減碼 |
| Gallacher Capital Management LLC | 34,644 | $68.4 萬 | 0.26% | +227+0.7% | 加碼 |
| Cordatus Wealth Management LLC | 34,830 | $68.8 萬 | 0.16% | +120+0.3% | 加碼 |
| Abel Hall, LLC | 34,886 | $68.9 萬 | 0.15% | +5,873+20.2% | 加碼 |
| CWM, LLC | 34,903 | $68.9 萬 | 0.00% | +3,460+11.0% | 加碼 |
| Prospera Financial Services Inc | 35,748 | $70.6 萬 | 0.01% | −209−0.6% | 減碼 |
| GAMMA Investing LLC | 36,147 | $71.4 萬 | 0.03% | +3,058+9.2% | 加碼 |
| Bailard, Inc. | 36,414 | $71.9 萬 | 0.02% | −1,957−5.1% | 減碼 |
| Venturi Wealth Management, LLC | 36,642 | $72.4 萬 | 0.03% | +5,852+19.0% | 加碼 |
| Sivia Capital Partners, LLC | 36,732 | $72.5 萬 | 0.14% | −6,081−14.2% | 減碼 |
| Ninepoint Partners LP | 37,424 | $73.9 萬 | 0.09% | +37,188+15,757.6% | 加碼 |
| Dakota Wealth Management | 38,163 | $75.4 萬 | 0.02% | +271+0.7% | 加碼 |
| Two Sigma Securities, LLC | 38,251 | $75.5 萬 | 0.09% | +38,251 | 新進 |
| Hantz Financial Services, Inc. | 38,950 | $76.9 萬 | 0.01% | +11,283+40.8% | 加碼 |
| Syon Capital LLC | 39,080 | $77.2 萬 | 0.04% | +1,130+3.0% | 加碼 |
| Flatrock Wealth Partners LLC | 40,192 | $79.4 萬 | 0.36% | +104+0.3% | 加碼 |
| Bank of Montreal | 40,481 | $80.0 萬 | 0.00% | −4,259−9.5% | 減碼 |
| Legacy Wealth Asset Management, LLC | 41,187 | $81.3 萬 | 0.20% | +315+0.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 39,946 | $81.6 萬 | 0.00% | −8,416−17.4% | 減碼 |
| Farther Finance Advisors, LLC | 40,493 | $83.8 萬 | 0.01% | +16,177+66.5% | 加碼 |
| Versant Capital Management, Inc | 43,108 | $85.1 萬 | 0.08% | +7,438+20.9% | 加碼 |
| Glenmede Trust Co NA | 43,988 | $86.9 萬 | 0.00% | +2,830+6.9% | 加碼 |
| Louisbourg Investments Inc. | 44,652 | $88.2 萬 | 0.17% | +5,500+14.0% | 加碼 |
| Checchi Capital Advisers, LLC | 44,874 | $88.6 萬 | 0.06% | −2,166−4.6% | 減碼 |
| Ellevest, Inc. | 45,718 | $90.3 萬 | 0.13% | −1,055−2.3% | 減碼 |
| Truist Financial Corp | 45,892 | $90.6 萬 | 0.00% | −3,506−7.1% | 減碼 |
| RNC Capital Management LLC | 47,199 | $93.2 萬 | 0.04% | −70−0.1% | 減碼 |
| Limestone Investment Advisors LP | 47,905 | $94.6 萬 | 0.46% | 00.0% | 不變 |
| Themes Management Co LLC | 48,975 | $96.7 萬 | 0.60% | −274−0.6% | 減碼 |
| HB Wealth Management, LLC | 49,048 | $96.9 萬 | 0.01% | +3,923+8.7% | 加碼 |
| Summit Financial, LLC | 49,085 | $96.9 萬 | 0.01% | +2,157+4.6% | 加碼 |
| PDS Planning, Inc | 50,219 | $99.2 萬 | 0.07% | −64−0.1% | 減碼 |
| Mission Wealth Management, LP | 52,911 | $104.5 萬 | 0.02% | −1,036−1.9% | 減碼 |