Filed: 4/19/2024ACC: 0001214659-24-007136
📋 What this filing means
SUMITOMO MITSUI TRUST GROUP, INC. filed this quarterly 13F‑HR report disclosing 1118 equity positions with a total reported market value of $145.66B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1118
Positions
$145.66B
Total AUM (reported)
1.56B
Total Shares
Allocation by class
COM$145.66B100.0%
Portfolio Concentration
Top 3$20.62B14.2%
4–10$16.82B11.5%
11–25$15.88B10.9%
Rest$92.34B63.4%
Top 3 weight
14.2%
Top 10 weight
25.7%
Voting Authority Distribution
Total shares with voting rights: 1.56B
Sole
Full voting authority
1.56B
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
Other1118
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1118
Rows:
MICROSOFT CORP
DFNDShares19.34M
TypeSH
Market value$8.14B
5.59%
Sole
19.34M
Shared
0.00
None
0.00
APPLE INC
DFNDShares36.50M
TypeSH
Market value$6.26B
4.30%
Sole
36.50M
Shared
0.00
None
0.00
NVIDIA CORP
DFNDShares6.90M
TypeSH
Market value$6.23B
4.28%
Sole
6.90M
Shared
0.00
None
0.00
AMAZON.COM INC
DFNDShares24.75M
TypeSH
Market value$4.46B
3.07%
Sole
24.75M
Shared
0.00
None
0.00
META PLATFORMS INC-CLASS A
DFNDShares6.19M
TypeSH
Market value$3.01B
2.06%
Sole
6.19M
Shared
0.00
None
0.00
ALPHABET INC-CL A
DFNDShares14.75M
TypeSH
Market value$2.23B
1.53%
Sole
14.75M
Shared
0.00
None
0.00
ALPHABET INC-CL C
DFNDShares14.02M
TypeSH
Market value$2.14B
1.47%
Sole
14.02M
Shared
0.00
None
0.00
TESLA INC
DFNDShares9.85M
TypeSH
Market value$1.73B
1.19%
Sole
9.85M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares1.23M
TypeSH
Market value$1.63B
1.12%
Sole
1.23M
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares2.08M
TypeSH
Market value$1.62B
1.11%
Sole
2.08M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares7.25M
TypeSH
Market value$1.45B
1.00%
Sole
7.25M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares2.72M
TypeSH
Market value$1.35B
0.92%
Sole
2.72M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC-CL B
DFNDShares3.15M
TypeSH
Market value$1.32B
0.91%
Sole
3.15M
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares10.83M
TypeSH
Market value$1.26B
0.86%
Sole
10.83M
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
DFNDShares4.20M
TypeSH
Market value$1.17B
0.80%
Sole
4.20M
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares2.72M
TypeSH
Market value$1.04B
0.72%
Sole
2.72M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares6.40M
TypeSH
Market value$1.01B
0.70%
Sole
6.40M
Shared
0.00
None
0.00
MASTERCARD INC - A
DFNDShares2.10M
TypeSH
Market value$1.01B
0.70%
Sole
2.10M
Shared
0.00
None
0.00
PROCTER & GAMBLE CO/THE
DFNDShares6.09M
TypeSH
Market value$987.75M
0.68%
Sole
6.09M
Shared
0.00
None
0.00
MERCK & CO. INC.
DFNDShares7.07M
TypeSH
Market value$932.92M
0.64%
Sole
7.07M
Shared
0.00
None
0.00
COINBASE GLOBAL INC -CLASS A
DFNDShares3.43M
TypeSH
Market value$909.00M
0.62%
Sole
3.43M
Shared
0.00
None
0.00
ISHARES GOLD TRUST
DFNDShares21.25M
TypeSH
Market value$892.69M
0.61%
Sole
21.25M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES
DFNDShares4.78M
TypeSH
Market value$863.47M
0.59%
Sole
4.78M
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
DFNDShares1.16M
TypeSH
Market value$847.91M
0.58%
Sole
1.16M
Shared
0.00
None
0.00
BLOCK INC
DFNDShares9.76M
TypeSH
Market value$825.25M
0.57%
Sole
9.76M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 19.34M | SH | $8.14B 5.59% | 19.34M | 0.00 | 0.00 |
APPLE INCDFND | COM | 36.50M | SH | $6.26B 4.30% | 36.50M | 0.00 | 0.00 |
NVIDIA CORPDFND | COM | 6.90M | SH | $6.23B 4.28% | 6.90M | 0.00 | 0.00 |
AMAZON.COM INCDFND | COM | 24.75M | SH | $4.46B 3.07% | 24.75M | 0.00 | 0.00 |
META PLATFORMS INC-CLASS ADFND | COM | 6.19M | SH | $3.01B 2.06% | 6.19M | 0.00 | 0.00 |
ALPHABET INC-CL ADFND | COM | 14.75M | SH | $2.23B 1.53% | 14.75M | 0.00 | 0.00 |
ALPHABET INC-CL CDFND | COM | 14.02M | SH | $2.14B 1.47% | 14.02M | 0.00 | 0.00 |
TESLA INCDFND | COM | 9.85M | SH | $1.73B 1.19% | 9.85M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 1.23M | SH | $1.63B 1.12% | 1.23M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 2.08M | SH | $1.62B 1.11% | 2.08M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 7.25M | SH | $1.45B 1.00% | 7.25M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 2.72M | SH | $1.35B 0.92% | 2.72M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC-CL BDFND | COM | 3.15M | SH | $1.32B 0.91% | 3.15M | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 10.83M | SH | $1.26B 0.86% | 10.83M | 0.00 | 0.00 |
VISA INC-CLASS A SHARESDFND | COM | 4.20M | SH | $1.17B 0.80% | 4.20M | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 2.72M | SH | $1.04B 0.72% | 2.72M | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 6.40M | SH | $1.01B 0.70% | 6.40M | 0.00 | 0.00 |
MASTERCARD INC - ADFND | COM | 2.10M | SH | $1.01B 0.70% | 2.10M | 0.00 | 0.00 |
PROCTER & GAMBLE CO/THEDFND | COM | 6.09M | SH | $987.75M 0.68% | 6.09M | 0.00 | 0.00 |
MERCK & CO. INC.DFND | COM | 7.07M | SH | $932.92M 0.64% | 7.07M | 0.00 | 0.00 |
COINBASE GLOBAL INC -CLASS ADFND | COM | 3.43M | SH | $909.00M 0.62% | 3.43M | 0.00 | 0.00 |
ISHARES GOLD TRUSTDFND | COM | 21.25M | SH | $892.69M 0.61% | 21.25M | 0.00 | 0.00 |
ADVANCED MICRO DEVICESDFND | COM | 4.78M | SH | $863.47M 0.59% | 4.78M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPDFND | COM | 1.16M | SH | $847.91M 0.58% | 1.16M | 0.00 | 0.00 |
BLOCK INCDFND | COM | 9.76M | SH | $825.25M 0.57% | 9.76M | 0.00 | 0.00 |
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