Filed: 7/19/2024ACC: 0001214659-24-012656
📋 What this filing means
SUMITOMO MITSUI TRUST GROUP, INC. filed this quarterly 13F‑HR report disclosing 1069 equity positions with a total reported market value of $135.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1069
Positions
$135.48B
Total AUM (reported)
1.38B
Total Shares
Allocation by class
COM$135.48B100.0%
Portfolio Concentration
Top 3$23.19B17.1%
4–10$17.75B13.1%
11–25$14.55B10.7%
Rest$79.98B59.0%
Top 3 weight
17.1%
Top 10 weight
30.2%
Voting Authority Distribution
Total shares with voting rights: 1.38B
Sole
Full voting authority
1.38B
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
Other1069
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1069
Rows:
MICROSOFT CORP
DFNDShares18.14M
TypeSH
Market value$8.11B
5.98%
Sole
18.14M
Shared
0.00
None
0.00
NVIDIA CORP
DFNDShares64.06M
TypeSH
Market value$7.91B
5.84%
Sole
64.06M
Shared
0.00
None
0.00
APPLE INC
DFNDShares34.05M
TypeSH
Market value$7.17B
5.29%
Sole
34.05M
Shared
0.00
None
0.00
AMAZON.COM INC
DFNDShares23.91M
TypeSH
Market value$4.62B
3.41%
Sole
23.91M
Shared
0.00
None
0.00
META PLATFORMS INC-CLASS A
DFNDShares5.72M
TypeSH
Market value$2.89B
2.13%
Sole
5.72M
Shared
0.00
None
0.00
ALPHABET INC-CL A
DFNDShares13.68M
TypeSH
Market value$2.49B
1.84%
Sole
13.68M
Shared
0.00
None
0.00
ALPHABET INC-CL C
DFNDShares13.13M
TypeSH
Market value$2.41B
1.78%
Sole
13.13M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares1.13M
TypeSH
Market value$1.81B
1.34%
Sole
1.13M
Shared
0.00
None
0.00
TESLA INC
DFNDShares8.98M
TypeSH
Market value$1.78B
1.31%
Sole
8.98M
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares1.94M
TypeSH
Market value$1.76B
1.30%
Sole
1.94M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares6.76M
TypeSH
Market value$1.37B
1.01%
Sole
6.76M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares2.60M
TypeSH
Market value$1.32B
0.98%
Sole
2.60M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC-CL B
DFNDShares3.16M
TypeSH
Market value$1.29B
0.95%
Sole
3.16M
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares10.46M
TypeSH
Market value$1.20B
0.89%
Sole
10.46M
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
DFNDShares3.89M
TypeSH
Market value$1.02B
0.75%
Sole
3.89M
Shared
0.00
None
0.00
PROCTER & GAMBLE CO/THE
DFNDShares5.64M
TypeSH
Market value$930.80M
0.69%
Sole
5.64M
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
DFNDShares1.03M
TypeSH
Market value$878.62M
0.65%
Sole
1.03M
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares2.55M
TypeSH
Market value$877.90M
0.65%
Sole
2.55M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares5.99M
TypeSH
Market value$876.13M
0.65%
Sole
5.99M
Shared
0.00
None
0.00
MASTERCARD INC - A
DFNDShares1.94M
TypeSH
Market value$853.68M
0.63%
Sole
1.94M
Shared
0.00
None
0.00
NETFLIX INC
DFNDShares1.22M
TypeSH
Market value$826.39M
0.61%
Sole
1.22M
Shared
0.00
None
0.00
MERCK & CO. INC.
DFNDShares6.49M
TypeSH
Market value$803.90M
0.59%
Sole
6.49M
Shared
0.00
None
0.00
ISHARES GOLD TRUST
DFNDShares18.01M
TypeSH
Market value$791.18M
0.58%
Sole
18.01M
Shared
0.00
None
0.00
WALMART INC
DFNDShares11.19M
TypeSH
Market value$757.79M
0.56%
Sole
11.19M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES
DFNDShares4.66M
TypeSH
Market value$756.51M
0.56%
Sole
4.66M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 18.14M | SH | $8.11B 5.98% | 18.14M | 0.00 | 0.00 |
NVIDIA CORPDFND | COM | 64.06M | SH | $7.91B 5.84% | 64.06M | 0.00 | 0.00 |
APPLE INCDFND | COM | 34.05M | SH | $7.17B 5.29% | 34.05M | 0.00 | 0.00 |
AMAZON.COM INCDFND | COM | 23.91M | SH | $4.62B 3.41% | 23.91M | 0.00 | 0.00 |
META PLATFORMS INC-CLASS ADFND | COM | 5.72M | SH | $2.89B 2.13% | 5.72M | 0.00 | 0.00 |
ALPHABET INC-CL ADFND | COM | 13.68M | SH | $2.49B 1.84% | 13.68M | 0.00 | 0.00 |
ALPHABET INC-CL CDFND | COM | 13.13M | SH | $2.41B 1.78% | 13.13M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 1.13M | SH | $1.81B 1.34% | 1.13M | 0.00 | 0.00 |
TESLA INCDFND | COM | 8.98M | SH | $1.78B 1.31% | 8.98M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 1.94M | SH | $1.76B 1.30% | 1.94M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 6.76M | SH | $1.37B 1.01% | 6.76M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 2.60M | SH | $1.32B 0.98% | 2.60M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC-CL BDFND | COM | 3.16M | SH | $1.29B 0.95% | 3.16M | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 10.46M | SH | $1.20B 0.89% | 10.46M | 0.00 | 0.00 |
VISA INC-CLASS A SHARESDFND | COM | 3.89M | SH | $1.02B 0.75% | 3.89M | 0.00 | 0.00 |
PROCTER & GAMBLE CO/THEDFND | COM | 5.64M | SH | $930.80M 0.69% | 5.64M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPDFND | COM | 1.03M | SH | $878.62M 0.65% | 1.03M | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 2.55M | SH | $877.90M 0.65% | 2.55M | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 5.99M | SH | $876.13M 0.65% | 5.99M | 0.00 | 0.00 |
MASTERCARD INC - ADFND | COM | 1.94M | SH | $853.68M 0.63% | 1.94M | 0.00 | 0.00 |
NETFLIX INCDFND | COM | 1.22M | SH | $826.39M 0.61% | 1.22M | 0.00 | 0.00 |
MERCK & CO. INC.DFND | COM | 6.49M | SH | $803.90M 0.59% | 6.49M | 0.00 | 0.00 |
ISHARES GOLD TRUSTDFND | COM | 18.01M | SH | $791.18M 0.58% | 18.01M | 0.00 | 0.00 |
WALMART INCDFND | COM | 11.19M | SH | $757.79M 0.56% | 11.19M | 0.00 | 0.00 |
ADVANCED MICRO DEVICESDFND | COM | 4.66M | SH | $756.51M 0.56% | 4.66M | 0.00 | 0.00 |
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