Sumitomo Mitsui Trust Group, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 19, 2024), Sumitomo Mitsui Trust Group, Inc. reported 1,069 stock positions worth $135.5 billion. Its top holding was Microsoft (MSFT) at 6.0% of the portfolio, followed by Nvidia (NVDA, 5.8%) and Apple (AAPL, 5.3%). Compared with Q1 2024, it opened 30 new positions, sold out of 82, added to 154 and reduced 815. The biggest buy was Micron Technology (MU, shares +0%) and the biggest sale an exit from Royal Bank of Canada (RY).
- Most Recent 13F
- Q2 2026
- Location
- CHIYODA-KU, TOKYO, M0
- CIK
- 0001475365
- Portfolio Value
- $135.5B (Q2 2024)
- SEC Filing
- 0001214659-24-012656 ↗ filed Jul 19, 2024
Holdings Value
Holdings 1,069 stocks · $135.5B
| MSFT Microsoft Corp. | 5.98% | 18,136,698 | $8.1B | Reduce -6.2% |
| NVDA Nvidia Corp. | 5.84% | 64,055,653 | $7.9B | Reduce -7.1% |
| AAPL Apple Inc. | 5.29% | 34,054,055 | $7.2B | Reduce -6.7% |
| AMZN Amazon.com Inc. | 3.41% | 23,913,222 | $4.6B | Reduce -3.4% |
| META Meta Platforms Inc. Class A | 2.13% | 5,722,471 | $2.9B | Reduce -7.6% |
| GOOGL Alphabet Inc. Class A | 1.84% | 13,676,294 | $2.5B | Reduce -7.3% |
| GOOG Alphabet Inc. Class C | 1.78% | 13,131,886 | $2.4B | Reduce -6.4% |
| AVGO Broadcom Inc. | 1.34% | 1,128,293 | $1.8B | Reduce -8.4% |
| TSLA Tesla Inc. | 1.31% | 8,983,808 | $1.8B | Reduce -8.8% |
| LLY Eli Lilly & Co. | 1.30% | 1,942,003 | $1.8B | Reduce -6.8% |
| JPM JPMorgan Chase & Co. | 1.01% | 6,756,283 | $1.4B | Reduce -6.8% |
| UNH Unitedhealth Group Inc. | 0.98% | 2,596,411 | $1.3B | Reduce -4.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.95% | 3,159,425 | $1.3B | Add +0.4% |
| XOM Exxon Mobil Corp. | 0.89% | 10,462,261 | $1.2B | Reduce -3.4% |
| V Visa Inc. Class A | 0.75% | 3,888,651 | $1.0B | Reduce -7.3% |
| PG The Procter & Gamble Co. | 0.69% | 5,643,948 | $930.8M | Reduce -7.3% |
| COST Costco Wholesale Corp. | 0.65% | 1,033,688 | $878.6M | Reduce -10.7% |
| HD Home Depot Inc. | 0.65% | 2,550,244 | $877.9M | Reduce -6.4% |
| JNJ Johnson & Johnson | 0.65% | 5,994,292 | $876.1M | Reduce -6.4% |
| MA Mastercard Inc. Class A | 0.63% | 1,935,082 | $853.7M | Reduce -8.0% |
| NFLX Netflix Inc. | 0.61% | 1,224,504 | $826.4M | Reduce -8.9% |
| MRK Merck & Co. Inc. | 0.59% | 6,493,564 | $803.9M | Reduce -8.2% |
| IAU iShares Gold Trust | 0.58% | 18,010,048 | $791.2M | Reduce -15.2% |
| WMT Walmart Inc. | 0.56% | 11,191,742 | $757.8M | Reduce -10.9% |
| AMD Advanced Micro Devices | 0.56% | 4,663,743 | $756.5M | Reduce -2.5% |
| ADBE Adobe Inc. | 0.55% | 1,340,810 | $744.9M | Reduce -1.7% |
| KO The Coca-Cola Co. | 0.54% | 11,571,295 | $736.5M | Reduce -6.1% |
| ABBV Abbvie Inc. | 0.52% | 4,080,381 | $699.9M | Reduce -6.6% |
| COIN Coinbase Global Inc. Class A | 0.51% | 3,129,708 | $695.5M | Reduce -8.7% |
| CVX Chevron Corp. | 0.50% | 4,321,417 | $676.0M | Reduce -7.9% |
| CRM Salesforce Inc. | 0.48% | 2,548,180 | $655.1M | Reduce -6.8% |
| AMAT Applied Materials Inc. | 0.48% | 2,773,882 | $654.6M | Reduce -2.9% |
| QCOM Qualcomm Inc. | 0.48% | 3,240,717 | $645.5M | Reduce -6.8% |
| GLDM SPDR Gold Minishares Trust | 0.47% | 13,800,000 | $636.0M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.46% | 15,787,713 | $627.9M | Reduce -7.8% |
| ISRG Intuitive Surgical Inc. | 0.46% | 1,401,980 | $623.7M | Reduce -3.4% |
| LIN Linde PLC | 0.46% | 1,410,376 | $618.9M | Reduce -3.9% |
| PEP Pepsico Inc. | 0.45% | 3,673,986 | $606.0M | Reduce -6.4% |
| TMO Thermo Fisher Scientific Inc. | 0.44% | 1,086,281 | $600.7M | Reduce -6.3% |
| XYZ Block Inc. | 0.42% | 8,789,741 | $566.9M | Reduce -9.9% |
| CSCO Cisco Systems Inc. | 0.40% | 11,383,294 | $540.8M | Reduce -3.0% |
| HOOD Robinhood Markets Inc. Class A | 0.40% | 23,809,323 | $540.7M | Reduce -8.9% |
| MU Micron Technology Inc. | 0.39% | 3,980,793 | $523.6M | Add +0.4% |
| INTU Intuit Inc. | 0.39% | 793,572 | $521.5M | Reduce -7.7% |
| ORCL Oracle Corp. | 0.38% | 3,639,073 | $513.8M | Reduce -7.5% |
| MCD McDonald's Corp. | 0.37% | 1,992,661 | $507.8M | Reduce -6.5% |
| WFC Wells Fargo & Co. | 0.36% | 8,265,071 | $490.9M | Reduce -2.8% |
| AMGN Amgen Inc. | 0.36% | 1,548,970 | $484.0M | Reduce -6.7% |
| PLD Prologis Inc. | 0.36% | 4,309,230 | $484.0M | Reduce -5.5% |
| DHR Danaher Corp. | 0.36% | 1,932,523 | $482.8M | Reduce -5.9% |
| CAT Caterpillar Inc. | 0.35% | 1,430,980 | $476.7M | Reduce -7.4% |
| ACN Accenture PLC Class A | 0.34% | 1,521,693 | $461.7M | Reduce -21.2% |
| GS Goldman Sachs Group Inc. | 0.33% | 994,129 | $449.7M | Reduce -5.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 4,423,892 | $439.2M | Reduce -6.7% |
| ELV Elevance Health Inc. | 0.32% | 806,834 | $437.2M | Reduce -4.3% |
| TXN Texas Instruments Inc. | 0.32% | 2,229,628 | $433.7M | Reduce -7.1% |
| ETN Eaton Corp. PLC | 0.32% | 1,382,111 | $433.4M | Reduce -4.7% |
| CMCSA Comcast Corp. Class A | 0.31% | 10,865,992 | $425.5M | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 2,440,689 | $422.1M | Reduce -7.1% |
| BKNG Booking Holdings Inc. | 0.31% | 105,905 | $419.5M | Reduce -5.4% |
| VZ Verizon Communications Inc. | 0.31% | 10,136,725 | $418.0M | Reduce -7.4% |
| GE General Electric filed as GE AEROSPACE | 0.31% | 2,605,011 | $414.1M | Reduce -6.7% |
| ROKU Roku Inc. | 0.31% | 6,896,025 | $413.3M | Reduce -6.2% |
| ADI Analog Devices Inc. | 0.30% | 1,782,857 | $407.0M | Reduce -3.8% |
| SNPS Synopsys Inc. | 0.30% | 682,331 | $406.0M | Reduce -6.0% |
| NOW ServiceNow Inc. | 0.30% | 508,813 | $400.3M | Reduce -7.0% |
| ABT Abbott Laboratories | 0.30% | 3,847,081 | $399.8M | Reduce -27.9% |
| SHOP Shopify Inc. Class A | 0.29% | 6,047,385 | $399.4M | Reduce -19.5% |
| PGR Progressive Corp. | 0.29% | 1,921,782 | $399.2M | Reduce -4.3% |
| HON Honeywell International Inc. | 0.29% | 1,849,399 | $394.9M | Reduce -4.5% |
| AXP American Express Co. | 0.29% | 1,675,283 | $387.9M | Reduce -0.9% |
| UBER Uber Technologies Inc. | 0.28% | 5,239,880 | $380.8M | Add +6.6% |
| SYK Stryker Corp. | 0.28% | 1,111,082 | $378.0M | Reduce -4.8% |
| RBLX Roblox Corp. Class A | 0.27% | 9,984,817 | $371.5M | Add +17.6% |
| MELI MercadoLibre Inc. | 0.27% | 224,596 | $369.1M | Reduce -6.0% |
| EQIX Equinix Inc. | 0.27% | 482,603 | $365.1M | Add +7.5% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 14,174,481 | $359.0M | Reduce -2.7% |
| PFE Pfizer Inc. | 0.26% | 12,574,346 | $351.8M | Reduce -19.4% |
| NEE Nextera Energy Inc. | 0.25% | 4,818,001 | $341.2M | Reduce -7.3% |
| COP Conocophillips | 0.25% | 2,930,401 | $335.2M | Reduce -6.5% |
| LRCX Lam Research Corp. | 0.25% | 312,766 | $333.0M | Reduce -7.5% |
| SPGI S&P Global Inc. | 0.24% | 722,266 | $322.1M | Reduce -8.4% |
| INTC Intel Corp. | 0.23% | 10,217,044 | $316.4M | Reduce -7.6% |
| REGN Regeneron Pharmaceuticals | 0.23% | 297,642 | $312.8M | Reduce -6.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 665,382 | $311.9M | Reduce -7.4% |
| T AT&T Inc. | 0.23% | 16,012,160 | $306.0M | Reduce -7.5% |
| TER Teradyne Inc. | 0.23% | 2,058,200 | $305.2M | Reduce -7.0% |
| UNP Union Pacific Corp. | 0.22% | 1,344,127 | $304.1M | Reduce -7.9% |
| ICE Intercontinental Exchange Inc. | 0.22% | 2,198,924 | $301.0M | Reduce -1.5% |
| PM Philip Morris International | 0.22% | 2,920,694 | $296.0M | Reduce -11.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 767,884 | $294.2M | Reduce -4.1% |
| RTX RTX Corp. | 0.21% | 2,898,730 | $291.0M | Reduce -14.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 2,610,113 | $287.4M | Reduce -7.0% |
| APH Amphenol Corp. Class A | 0.21% | 4,256,433 | $286.8M | Reduce -10.8% |
| TRMB Trimble Inc. | 0.21% | 5,117,357 | $286.2M | Reduce -3.7% |
| BA The Boeing Co. | 0.21% | 1,554,782 | $283.0M | Reduce -5.1% |
| LOW Lowe's Cos Inc. | 0.21% | 1,280,724 | $282.3M | Reduce -8.2% |
| DE Deere & Co. | 0.20% | 732,386 | $273.6M | Reduce -2.0% |
| WELL Welltower Inc. | 0.20% | 2,622,524 | $273.4M | Add +5.9% |
| BLK BlackRock Finance Inc. | 0.20% | 347,098 | $273.3M | Reduce -10.4% |
Portfolio Sells Q1 2024 → Q2 2024
| RY Royal Bank of Canada | Sold out | 0.00% | −0.23 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.17 |
| UBS UBS Group AG-Reg | Sold out | 0.00% | −0.15 |
| XYZ Block Inc. | Reduce -9.9% | 0.42% | −0.15 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.14 |
| CNQ Canadian Natural Resources | Reduce -98.7% | 0.00% | −0.13 |
| PATH Uipath Inc. Class A | Reduce -4.5% | 0.17% | −0.13 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.12 |
| ABT Abbott Laboratories | Reduce -27.9% | 0.30% | −0.12 |
| ACN Accenture PLC Class A | Reduce -21.2% | 0.34% | −0.12 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.12 |
| BMO Bank of Montreal | Sold out | 0.00% | −0.11 |
| COIN Coinbase Global Inc. Class A | Reduce -8.7% | 0.51% | −0.11 |
| SHOP Shopify Inc. Class A | Reduce -19.5% | 0.29% | −0.10 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.10 |
| INTC Intel Corp. | Reduce -7.6% | 0.23% | −0.10 |
| TWLO Twilio Inc. Class A | Reduce -86.6% | 0.02% | −0.10 |
| BNS Bank of Nova Scotia | Sold out | 0.00% | −0.10 |
| U Unity Software Inc. | Reduce -12.6% | 0.13% | −0.09 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.09 |
| MFC Manulife Financial Corp. | Sold out | 0.00% | −0.09 |
| CRM Salesforce Inc. | Reduce -6.8% | 0.48% | −0.08 |
| SU Suncor Energy Inc. | Reduce -98.5% | 0.00% | −0.08 |
| CM Can Imperial BK of Commerce | Sold out | 0.00% | −0.07 |
| DIS The Walt Disney Co. | Reduce -6.7% | 0.32% | −0.07 |
| HD Home Depot Inc. | Reduce -6.4% | 0.65% | −0.07 |
| TRP TC Energy Corp. | Reduce -98.7% | 0.00% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -8.0% | 0.63% | −0.07 |
| ALC Alcon Inc. | Sold out | 0.00% | −0.06 |
| EXAS Exact Sciences Corp. | Reduce -42.1% | 0.04% | −0.06 |
| ZM Zoom Communications Inc. | Reduce -23.7% | 0.16% | −0.06 |
| STLA Stellantis NV | Sold out | 0.00% | −0.06 |
| SLF Sun Life Financial Inc. | Sold out | 0.00% | −0.06 |
| CVE Cenovus Energy Inc. | Sold out | 0.00% | −0.05 |
| AEM Agnico Eagle Mines Ltd. | Reduce -96.6% | 0.00% | −0.05 |
| B Barrick Gold Corp. | Reduce -97.1% | 0.00% | −0.05 |
| DB Deutsche Bank AG-Registered | Sold out | 0.00% | −0.05 |
| V Visa Inc. Class A | Reduce -7.3% | 0.75% | −0.05 |
| NTR Nutrien Ltd. | Reduce -88.5% | 0.01% | −0.05 |
| PLD Prologis Inc. | Reduce -5.5% | 0.36% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -10.1% | 0.14% | −0.05 |
| JNJ Johnson & Johnson | Reduce -6.4% | 0.65% | −0.05 |
| DKNG Draftkings Inc. Class A | Reduce -11.8% | 0.19% | −0.05 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -8.2% | 0.59% | −0.05 |
| GIB Cgi Inc. | Sold out | 0.00% | −0.05 |
| WCN Waste Connections Inc. | Reduce -58.4% | 0.04% | −0.04 |
| TRI Thomson Reuters Corp. | Sold out | 0.00% | −0.04 |
| TDOC Teladoc Health Inc. | Reduce -42.4% | 0.03% | −0.04 |
| DNA Ginkgo Bioworks Holdings Inc. | Reduce -95.5% | 0.00% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| MU Micron Technology Inc. | Add +0.4% | 0.39% | +0.07 |
| CW Curtiss-Wright Corp. | Add +30079.2% | 0.06% | +0.06 |
| RBLX Roblox Corp. Class A | Add +17.6% | 0.27% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.05% | +0.05 |
| WELL Welltower Inc. | Add +5.9% | 0.20% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 0.95% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +44.9% | 0.10% | +0.04 |
| P Everpure Inc. Class A | Add +12.6% | 0.11% | +0.04 |
| VMRK Vivmark Residential | Add +39.5% | 0.09% | +0.03 |
| MSTR Strategy Inc. | New | 0.03% | +0.03 |
| EME Emcor Group Inc. | Add +971.8% | 0.03% | +0.03 |
| AZPN Aspen Technology Inc. | Add +38.5% | 0.08% | +0.02 |
| TECH Bio-Techne Corp. | Add +20.4% | 0.09% | +0.02 |
| HDB HDFC Bank Ltd.-ADR | Add +25.6% | 0.06% | +0.02 |
| UBER Uber Technologies Inc. | Add +6.6% | 0.28% | +0.02 |
| NTRA Natera Inc. | Add +39.5% | 0.04% | +0.02 |
| EQIX Equinix Inc. | Add +7.5% | 0.27% | +0.02 |
| RDDT Reddit Inc. Class A | New | 0.01% | +0.01 |
| DDOG Datadog Inc. Class A | Add +7.0% | 0.08% | +0.01 |
| CHRD Chord Energy Corp. | New | 0.01% | +0.01 |
| LXP LXP Industrial Trust | Add +624.2% | 0.02% | +0.01 |
| RCL Royal Caribbean Cruises Ltd. | Add +0.3% | 0.07% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +6.3% | 0.18% | +0.01 |
| VNO Vornado Realty Trust | Add +324.8% | 0.01% | +0.01 |
| WDC Western Digital Corp. | Add +8.5% | 0.05% | +0.01 |
| IRDM Iridium Communications Inc. | Add +18.5% | 0.05% | +0.01 |
| CDP Copt Defense Properties | Add +443.1% | 0.01% | +0.01 |
| SHO Sunstone Hotel Investors Inc. | Add +318.0% | 0.01% | +0.01 |
| MBB iShares MBS ETF | Add +4.5% | 0.08% | +0.01 |
| SJNK SS SPDR BB St Hi Yield ETF | New | 0.01% | +0.01 |
| CCL Carnival Corp. | Add +4.0% | 0.03% | +0.01 |
| CGNX Cognex Corp. | Add +1.2% | 0.05% | +0.01 |
| AHR American Healthcare REIT Inc. | Add +116.7% | 0.01% | +0.01 |
| TPL Texas Pacific Land Corp. | Add +2.5% | 0.02% | +0.01 |
| BG Bunge Global SA | Add +9.5% | 0.04% | +0.01 |
| NHI Natl Health Investors Inc. | Add +16.0% | 0.02% | +0.01 |
| COLD Americold Realty Trust Inc. | Add +16.6% | 0.02% | +0.01 |
| FWONK Liberty Media Corp. Class C | Add +4.9% | 0.03% | +0.01 |
| FCNCA First Citizens Bcshs Class A | Add +6.8% | 0.03% | +0.00 |
| ADPT Adaptive Biotechnologies | Add +11.7% | 0.02% | +0.00 |
| KIM Kimco Realty Corp. | Add +2.8% | 0.05% | +0.00 |
| LYB Lyondellbasell Indu Class A | Add +9.4% | 0.05% | +0.00 |
| EIX Edison International | Add +1.1% | 0.05% | +0.00 |
| SUI Sun Communities Inc. | Add +6.8% | 0.06% | +0.00 |
| RIVN Rivian Automotive Inc. Class A | Add +2.1% | 0.02% | +0.00 |
| APA Apa Corp. | Add +32.7% | 0.02% | +0.00 |
| IBTA Ibotta Inc. Class A | New | 0.00% | +0.00 |
| FE Firstenergy Corp. | Add +3.3% | 0.04% | +0.00 |
| GRAB Grab Holdings Ltd. Class A | Add +5.5% | 0.02% | +0.00 |
| TSN Tyson Foods Inc. Class A | Add +6.9% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,080 | $175.1B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2026 | 1,047 | $154.5B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 1,049 | $170.3B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2025 | 1,050 | $173.8B | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2025 | 1,034 | $160.5B | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 1,031 | $141.5B | AAPL, MSFT, NVDA, AMZN, META |
| Q4 2024 | 1,041 | $148.2B | AAPL, NVDA, MSFT, AMZN, META |
| Q3 2024 | 1,052 | $144.3B | AAPL, MSFT, NVDA, AMZN, META |
| Q2 2024 | 1,069 | $135.5B | MSFT, NVDA, AAPL, AMZN, META |
| Q1 2024 | 1,118 | $145.7B | MSFT, AAPL, NVDA, AMZN, META |