Filed: 11/5/2024ACC: 0001214659-24-018417
📋 What this filing means
SUMITOMO MITSUI TRUST GROUP, INC. filed this quarterly 13F‑HR report disclosing 1052 equity positions with a total reported market value of $144.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1052
Positions
$144.29B
Total AUM (reported)
1.37B
Total Shares
Allocation by class
COM$144.29B100.0%
Portfolio Concentration
Top 3$23.65B16.4%
4–10$18.26B12.7%
11–25$16.05B11.1%
Rest$86.33B59.8%
Top 3 weight
16.4%
Top 10 weight
29.0%
Voting Authority Distribution
Total shares with voting rights: 1.37B
Sole
Full voting authority
1.37B
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
Other1052
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1052
Rows:
APPLE INC
DFNDShares34.49M
TypeSH
Market value$8.04B
5.57%
Sole
34.49M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares18.39M
TypeSH
Market value$7.91B
5.48%
Sole
18.39M
Shared
0.00
None
0.00
NVIDIA CORP
DFNDShares63.43M
TypeSH
Market value$7.70B
5.34%
Sole
63.43M
Shared
0.00
None
0.00
AMAZON.COM INC
DFNDShares24.58M
TypeSH
Market value$4.58B
3.17%
Sole
24.58M
Shared
0.00
None
0.00
META PLATFORMS INC-CLASS A
DFNDShares5.78M
TypeSH
Market value$3.31B
2.29%
Sole
5.78M
Shared
0.00
None
0.00
ALPHABET INC-CL A
DFNDShares13.93M
TypeSH
Market value$2.31B
1.60%
Sole
13.93M
Shared
0.00
None
0.00
TESLA INC
DFNDShares8.53M
TypeSH
Market value$2.23B
1.55%
Sole
8.53M
Shared
0.00
None
0.00
ALPHABET INC-CL C
DFNDShares12.78M
TypeSH
Market value$2.14B
1.48%
Sole
12.78M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares11.37M
TypeSH
Market value$1.96B
1.36%
Sole
11.37M
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares1.95M
TypeSH
Market value$1.73B
1.20%
Sole
1.95M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares2.61M
TypeSH
Market value$1.52B
1.06%
Sole
2.61M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC-CL B
DFNDShares3.24M
TypeSH
Market value$1.49B
1.03%
Sole
3.24M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares7.02M
TypeSH
Market value$1.48B
1.03%
Sole
7.02M
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares10.47M
TypeSH
Market value$1.23B
0.85%
Sole
10.47M
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
DFNDShares3.92M
TypeSH
Market value$1.08B
0.75%
Sole
3.92M
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares2.55M
TypeSH
Market value$1.03B
0.72%
Sole
2.55M
Shared
0.00
None
0.00
PROCTER & GAMBLE CO/THE
DFNDShares5.72M
TypeSH
Market value$990.15M
0.69%
Sole
5.72M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares6.01M
TypeSH
Market value$973.80M
0.67%
Sole
6.01M
Shared
0.00
None
0.00
MASTERCARD INC - A
DFNDShares1.96M
TypeSH
Market value$967.99M
0.67%
Sole
1.96M
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
DFNDShares1.06M
TypeSH
Market value$936.41M
0.65%
Sole
1.06M
Shared
0.00
None
0.00
WALMART INC
DFNDShares11.35M
TypeSH
Market value$916.62M
0.64%
Sole
11.35M
Shared
0.00
None
0.00
ISHARES GOLD TRUST
DFNDShares18.15M
TypeSH
Market value$902.18M
0.63%
Sole
18.15M
Shared
0.00
None
0.00
NETFLIX INC
DFNDShares1.21M
TypeSH
Market value$856.39M
0.59%
Sole
1.21M
Shared
0.00
None
0.00
COCA-COLA CO/THE
DFNDShares11.79M
TypeSH
Market value$847.47M
0.59%
Sole
11.79M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES
DFNDShares5.04M
TypeSH
Market value$826.79M
0.57%
Sole
5.04M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 34.49M | SH | $8.04B 5.57% | 34.49M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 18.39M | SH | $7.91B 5.48% | 18.39M | 0.00 | 0.00 |
NVIDIA CORPDFND | COM | 63.43M | SH | $7.70B 5.34% | 63.43M | 0.00 | 0.00 |
AMAZON.COM INCDFND | COM | 24.58M | SH | $4.58B 3.17% | 24.58M | 0.00 | 0.00 |
META PLATFORMS INC-CLASS ADFND | COM | 5.78M | SH | $3.31B 2.29% | 5.78M | 0.00 | 0.00 |
ALPHABET INC-CL ADFND | COM | 13.93M | SH | $2.31B 1.60% | 13.93M | 0.00 | 0.00 |
TESLA INCDFND | COM | 8.53M | SH | $2.23B 1.55% | 8.53M | 0.00 | 0.00 |
ALPHABET INC-CL CDFND | COM | 12.78M | SH | $2.14B 1.48% | 12.78M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 11.37M | SH | $1.96B 1.36% | 11.37M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 1.95M | SH | $1.73B 1.20% | 1.95M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 2.61M | SH | $1.52B 1.06% | 2.61M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC-CL BDFND | COM | 3.24M | SH | $1.49B 1.03% | 3.24M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 7.02M | SH | $1.48B 1.03% | 7.02M | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 10.47M | SH | $1.23B 0.85% | 10.47M | 0.00 | 0.00 |
VISA INC-CLASS A SHARESDFND | COM | 3.92M | SH | $1.08B 0.75% | 3.92M | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 2.55M | SH | $1.03B 0.72% | 2.55M | 0.00 | 0.00 |
PROCTER & GAMBLE CO/THEDFND | COM | 5.72M | SH | $990.15M 0.69% | 5.72M | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 6.01M | SH | $973.80M 0.67% | 6.01M | 0.00 | 0.00 |
MASTERCARD INC - ADFND | COM | 1.96M | SH | $967.99M 0.67% | 1.96M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPDFND | COM | 1.06M | SH | $936.41M 0.65% | 1.06M | 0.00 | 0.00 |
WALMART INCDFND | COM | 11.35M | SH | $916.62M 0.64% | 11.35M | 0.00 | 0.00 |
ISHARES GOLD TRUSTDFND | COM | 18.15M | SH | $902.18M 0.63% | 18.15M | 0.00 | 0.00 |
NETFLIX INCDFND | COM | 1.21M | SH | $856.39M 0.59% | 1.21M | 0.00 | 0.00 |
COCA-COLA CO/THEDFND | COM | 11.79M | SH | $847.47M 0.59% | 11.79M | 0.00 | 0.00 |
ADVANCED MICRO DEVICESDFND | COM | 5.04M | SH | $826.79M 0.57% | 5.04M | 0.00 | 0.00 |
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