Filed: 10/30/2023ACC: 0001214659-23-014021
📋 What this filing means
SUMITOMO MITSUI TRUST GROUP, INC. filed this quarterly 13F‑HR report disclosing 1131 equity positions with a total reported market value of $121.80B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1131
Positions
$121.80B
Total AUM (reported)
1.61B
Total Shares
Allocation by class
COM$121.80B100.0%
Portfolio Concentration
Top 3$16.08B13.2%
4–10$13.62B11.2%
11–25$13.28B10.9%
Rest$78.82B64.7%
Top 3 weight
13.2%
Top 10 weight
24.4%
Voting Authority Distribution
Total shares with voting rights: 1.61B
Sole
Full voting authority
1.61B
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other1131
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1131
Rows:
APPLE INC
DFNDShares39.20M
TypeSH
Market value$6.71B
5.51%
Sole
39.20M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares19.63M
TypeSH
Market value$6.20B
5.09%
Sole
19.63M
Shared
0.00
None
0.00
NVIDIA CORP
DFNDShares7.28M
TypeSH
Market value$3.17B
2.60%
Sole
7.28M
Shared
0.00
None
0.00
AMAZON.COM INC
DFNDShares23.87M
TypeSH
Market value$3.03B
2.49%
Sole
23.87M
Shared
0.00
None
0.00
TESLA INC
DFNDShares8.82M
TypeSH
Market value$2.21B
1.81%
Sole
8.82M
Shared
0.00
None
0.00
ALPHABET INC-CL A
DFNDShares14.96M
TypeSH
Market value$1.96B
1.61%
Sole
14.96M
Shared
0.00
None
0.00
ALPHABET INC-CL C
DFNDShares14.64M
TypeSH
Market value$1.93B
1.59%
Sole
14.64M
Shared
0.00
None
0.00
META PLATFORMS INC-CLASS A
DFNDShares6.07M
TypeSH
Market value$1.82B
1.50%
Sole
6.07M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares2.78M
TypeSH
Market value$1.40B
1.15%
Sole
2.78M
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares10.75M
TypeSH
Market value$1.26B
1.04%
Sole
10.75M
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares2.15M
TypeSH
Market value$1.15B
0.95%
Sole
2.15M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC-CL B
DFNDShares3.21M
TypeSH
Market value$1.12B
0.92%
Sole
3.21M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares7.69M
TypeSH
Market value$1.11B
0.92%
Sole
7.69M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares6.50M
TypeSH
Market value$1.01B
0.83%
Sole
6.50M
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
DFNDShares4.35M
TypeSH
Market value$1.00B
0.82%
Sole
4.35M
Shared
0.00
None
0.00
PROCTER & GAMBLE CO/THE
DFNDShares6.18M
TypeSH
Market value$901.12M
0.74%
Sole
6.18M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares1.08M
TypeSH
Market value$899.51M
0.74%
Sole
1.08M
Shared
0.00
None
0.00
MASTERCARD INC - A
DFNDShares2.15M
TypeSH
Market value$850.07M
0.70%
Sole
2.15M
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares2.79M
TypeSH
Market value$842.35M
0.69%
Sole
2.79M
Shared
0.00
None
0.00
CHEVRON CORP
DFNDShares4.85M
TypeSH
Market value$817.31M
0.67%
Sole
4.85M
Shared
0.00
None
0.00
ISHARES GOLD TRUST
DFNDShares21.45M
TypeSH
Market value$750.58M
0.62%
Sole
21.45M
Shared
0.00
None
0.00
WALMART INC
DFNDShares4.45M
TypeSH
Market value$711.23M
0.58%
Sole
4.45M
Shared
0.00
None
0.00
MERCK & CO. INC.
DFNDShares6.89M
TypeSH
Market value$709.57M
0.58%
Sole
6.89M
Shared
0.00
None
0.00
ADOBE INC
DFNDShares1.39M
TypeSH
Market value$708.05M
0.58%
Sole
1.39M
Shared
0.00
None
0.00
COCA-COLA CO/THE
DFNDShares12.33M
TypeSH
Market value$690.19M
0.57%
Sole
12.33M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 39.20M | SH | $6.71B 5.51% | 39.20M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 19.63M | SH | $6.20B 5.09% | 19.63M | 0.00 | 0.00 |
NVIDIA CORPDFND | COM | 7.28M | SH | $3.17B 2.60% | 7.28M | 0.00 | 0.00 |
AMAZON.COM INCDFND | COM | 23.87M | SH | $3.03B 2.49% | 23.87M | 0.00 | 0.00 |
TESLA INCDFND | COM | 8.82M | SH | $2.21B 1.81% | 8.82M | 0.00 | 0.00 |
ALPHABET INC-CL ADFND | COM | 14.96M | SH | $1.96B 1.61% | 14.96M | 0.00 | 0.00 |
ALPHABET INC-CL CDFND | COM | 14.64M | SH | $1.93B 1.59% | 14.64M | 0.00 | 0.00 |
META PLATFORMS INC-CLASS ADFND | COM | 6.07M | SH | $1.82B 1.50% | 6.07M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 2.78M | SH | $1.40B 1.15% | 2.78M | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 10.75M | SH | $1.26B 1.04% | 10.75M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 2.15M | SH | $1.15B 0.95% | 2.15M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC-CL BDFND | COM | 3.21M | SH | $1.12B 0.92% | 3.21M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 7.69M | SH | $1.11B 0.92% | 7.69M | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 6.50M | SH | $1.01B 0.83% | 6.50M | 0.00 | 0.00 |
VISA INC-CLASS A SHARESDFND | COM | 4.35M | SH | $1.00B 0.82% | 4.35M | 0.00 | 0.00 |
PROCTER & GAMBLE CO/THEDFND | COM | 6.18M | SH | $901.12M 0.74% | 6.18M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 1.08M | SH | $899.51M 0.74% | 1.08M | 0.00 | 0.00 |
MASTERCARD INC - ADFND | COM | 2.15M | SH | $850.07M 0.70% | 2.15M | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 2.79M | SH | $842.35M 0.69% | 2.79M | 0.00 | 0.00 |
CHEVRON CORPDFND | COM | 4.85M | SH | $817.31M 0.67% | 4.85M | 0.00 | 0.00 |
ISHARES GOLD TRUSTDFND | COM | 21.45M | SH | $750.58M 0.62% | 21.45M | 0.00 | 0.00 |
WALMART INCDFND | COM | 4.45M | SH | $711.23M 0.58% | 4.45M | 0.00 | 0.00 |
MERCK & CO. INC.DFND | COM | 6.89M | SH | $709.57M 0.58% | 6.89M | 0.00 | 0.00 |
ADOBE INCDFND | COM | 1.39M | SH | $708.05M 0.58% | 1.39M | 0.00 | 0.00 |
COCA-COLA CO/THEDFND | COM | 12.33M | SH | $690.19M 0.57% | 12.33M | 0.00 | 0.00 |
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