Sumitomo Mitsui Trust Group, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), Sumitomo Mitsui Trust Group, Inc. reported 1,052 stock positions worth $144.3 billion. Its top holding was Apple (AAPL) at 5.6% of the portfolio, followed by Microsoft (MSFT, 5.5%) and Nvidia (NVDA, 5.3%). Compared with Q2 2024, it opened 48 new positions, sold out of 66, added to 543 and reduced 382. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHIYODA-KU, TOKYO, M0
- CIK
- 0001475365
- Portfolio Value
- $144.3B (Q3 2024)
- SEC Filing
- 0001214659-24-018417 ↗ filed Nov 5, 2024
Holdings Value
Holdings 1,052 stocks · $144.3B
| AAPL Apple Inc. | 5.57% | 34,486,195 | $8.0B | Add +1.3% |
| MSFT Microsoft Corp. | 5.48% | 18,388,106 | $7.9B | Add +1.4% |
| NVDA Nvidia Corp. | 5.34% | 63,428,878 | $7.7B | Reduce -1.0% |
| AMZN Amazon.com Inc. | 3.17% | 24,580,604 | $4.6B | Add +2.8% |
| META Meta Platforms Inc. Class A | 2.29% | 5,780,270 | $3.3B | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 1.60% | 13,933,524 | $2.3B | Add +1.9% |
| TSLA Tesla Inc. | 1.55% | 8,528,852 | $2.2B | Reduce -5.1% |
| GOOG Alphabet Inc. Class C | 1.48% | 12,782,850 | $2.1B | Reduce -2.7% |
| AVGO Broadcom Inc. | 1.36% | 11,374,079 | $2.0B | Add +0.8% |
| LLY Eli Lilly & Co. | 1.20% | 1,954,047 | $1.7B | Add +0.6% |
| UNH Unitedhealth Group Inc. | 1.06% | 2,607,227 | $1.5B | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.03% | 3,236,931 | $1.5B | Add +2.5% |
| JPM JPMorgan Chase & Co. | 1.03% | 7,017,646 | $1.5B | Add +3.9% |
| XOM Exxon Mobil Corp. | 0.85% | 10,471,441 | $1.2B | Add +0.1% |
| V Visa Inc. Class A | 0.75% | 3,924,768 | $1.1B | Add +0.9% |
| HD Home Depot Inc. | 0.72% | 2,549,240 | $1.0B | Reduce -0.0% |
| PG The Procter & Gamble Co. | 0.69% | 5,716,799 | $990.1M | Add +1.3% |
| JNJ Johnson & Johnson | 0.67% | 6,008,879 | $973.8M | Add +0.2% |
| MA Mastercard Inc. Class A | 0.67% | 1,960,296 | $968.0M | Add +1.3% |
| COST Costco Wholesale Corp. | 0.65% | 1,056,273 | $936.4M | Add +2.2% |
| WMT Walmart Inc. | 0.64% | 11,351,354 | $916.6M | Add +1.4% |
| IAU iShares Gold Trust | 0.63% | 18,152,535 | $902.2M | Add +0.8% |
| NFLX Netflix Inc. | 0.59% | 1,207,428 | $856.4M | Reduce -1.4% |
| KO The Coca-Cola Co. | 0.59% | 11,793,323 | $847.5M | Add +1.9% |
| AMD Advanced Micro Devices | 0.57% | 5,038,972 | $826.8M | Add +8.1% |
| ABBV Abbvie Inc. | 0.56% | 4,119,235 | $813.5M | Add +0.9% |
| MRK Merck & Co. Inc. | 0.51% | 6,537,142 | $742.4M | Add +0.7% |
| GLDM SPDR Gold Minishares Trust | 0.50% | 13,800,000 | $719.4M | No change |
| ISRG Intuitive Surgical Inc. | 0.49% | 1,450,638 | $712.7M | Add +3.5% |
| LIN Linde PLC | 0.49% | 1,475,664 | $703.7M | Add +4.6% |
| TMO Thermo Fisher Scientific Inc. | 0.47% | 1,104,441 | $683.2M | Add +1.7% |
| ADBE Adobe Inc. | 0.47% | 1,314,234 | $680.5M | Reduce -2.0% |
| CRM Salesforce Inc. | 0.47% | 2,464,363 | $674.5M | Reduce -3.3% |
| PEP Pepsico Inc. | 0.44% | 3,725,877 | $633.6M | Add +1.4% |
| ORCL Oracle Corp. | 0.44% | 3,709,906 | $632.2M | Add +1.9% |
| CSCO Cisco Systems Inc. | 0.44% | 11,841,386 | $630.2M | Add +4.0% |
| CVX Chevron Corp. | 0.43% | 4,245,018 | $625.2M | Reduce -1.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 15,572,439 | $617.9M | Reduce -1.4% |
| MCD McDonald's Corp. | 0.43% | 2,015,441 | $613.7M | Add +1.1% |
| AMAT Applied Materials Inc. | 0.40% | 2,889,966 | $583.9M | Add +4.2% |
| COIN Coinbase Global Inc. Class A | 0.40% | 3,201,106 | $570.3M | Add +2.3% |
| QCOM Qualcomm Inc. | 0.39% | 3,289,764 | $559.4M | Add +1.5% |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 14,982,925 | $557.4M | Add +5.7% |
| CAT Caterpillar Inc. | 0.39% | 1,423,978 | $556.9M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 2,473,421 | $546.8M | Add +1.3% |
| HOOD Robinhood Markets Inc. Class A | 0.37% | 22,982,275 | $538.2M | Reduce -3.5% |
| DHR Danaher Corp. | 0.37% | 1,929,360 | $536.4M | Reduce -0.2% |
| PLD Prologis Inc. | 0.37% | 4,205,183 | $531.0M | Reduce -2.4% |
| XYZ Block Inc. | 0.37% | 7,882,071 | $529.1M | Reduce -10.3% |
| ACN Accenture PLC Class A | 0.37% | 1,491,513 | $527.2M | Reduce -2.0% |
| AMGN Amgen Inc. | 0.35% | 1,575,775 | $507.7M | Add +1.7% |
| GE General Electric filed as GE AEROSPACE | 0.35% | 2,656,801 | $501.0M | Add +2.0% |
| GS Goldman Sachs Group Inc. | 0.34% | 998,136 | $494.2M | Add +0.4% |
| INTU Intuit Inc. | 0.34% | 795,364 | $493.9M | Add +0.2% |
| PGR Progressive Corp. | 0.34% | 1,917,468 | $486.6M | Reduce -0.2% |
| ROKU Roku Inc. | 0.33% | 6,451,262 | $481.7M | Reduce -6.5% |
| MELI MercadoLibre Inc. | 0.33% | 231,887 | $475.8M | Add +3.3% |
| SHOP Shopify Inc. Class A | 0.33% | 5,907,192 | $473.4M | Reduce -2.3% |
| ETN Eaton Corp. PLC | 0.33% | 1,422,189 | $471.4M | Add +2.9% |
| TXN Texas Instruments Inc. | 0.32% | 2,269,813 | $468.9M | Add +1.8% |
| VZ Verizon Communications Inc. | 0.32% | 10,271,363 | $461.3M | Add +1.3% |
| NOW ServiceNow Inc. | 0.32% | 515,312 | $460.9M | Add +1.3% |
| AXP American Express Co. | 0.32% | 1,682,959 | $456.4M | Add +0.5% |
| CMCSA Comcast Corp. Class A | 0.32% | 10,884,307 | $454.6M | Add +0.2% |
| EQIX Equinix Inc. | 0.31% | 506,082 | $449.2M | Add +4.9% |
| ABT Abbott Laboratories | 0.31% | 3,933,619 | $448.5M | Add +2.3% |
| ELV Elevance Health Inc. | 0.31% | 856,589 | $445.4M | Add +6.2% |
| WFC Wells Fargo & Co. | 0.31% | 7,861,166 | $444.1M | Reduce -4.9% |
| MU Micron Technology Inc. | 0.31% | 4,276,245 | $443.5M | Add +7.4% |
| BKNG Booking Holdings Inc. | 0.31% | 105,210 | $443.2M | Reduce -0.7% |
| UBER Uber Technologies Inc. | 0.30% | 5,752,471 | $432.4M | Add +9.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 4,464,176 | $429.4M | Add +0.9% |
| SYK Stryker Corp. | 0.29% | 1,143,573 | $413.1M | Add +2.9% |
| RBLX Roblox Corp. Class A | 0.28% | 9,024,600 | $399.4M | Reduce -9.6% |
| NEE Nextera Energy Inc. | 0.28% | 4,711,401 | $398.3M | Reduce -2.2% |
| HON Honeywell International Inc. | 0.27% | 1,866,827 | $385.9M | Add +0.9% |
| PFE Pfizer Inc. | 0.26% | 13,118,764 | $379.7M | Add +4.3% |
| T AT&T Inc. | 0.26% | 17,218,490 | $378.8M | Add +7.5% |
| ADI Analog Devices Inc. | 0.26% | 1,634,348 | $376.2M | Reduce -8.3% |
| SPGI S&P Global Inc. | 0.26% | 727,551 | $375.9M | Add +0.7% |
| WELL Welltower Inc. | 0.26% | 2,914,363 | $373.1M | Add +11.1% |
| PM Philip Morris International | 0.26% | 3,050,747 | $370.4M | Add +4.5% |
| SNPS Synopsys Inc. | 0.25% | 707,976 | $358.5M | Add +3.8% |
| RTX RTX Corp. | 0.25% | 2,937,660 | $355.9M | Add +1.3% |
| LOW Lowe's Cos Inc. | 0.24% | 1,295,624 | $350.9M | Add +1.2% |
| ICE Intercontinental Exchange Inc. | 0.24% | 2,174,626 | $349.3M | Reduce -1.1% |
| APH Amphenol Corp. Class A | 0.24% | 5,329,913 | $347.3M | Add +25.2% |
| UNP Union Pacific Corp. | 0.23% | 1,361,551 | $335.6M | Add +1.3% |
| BLK BlackRock Finance Inc. | 0.23% | 352,739 | $334.9M | Add +1.6% |
| LMT Lockheed Martin Corp. | 0.23% | 564,333 | $329.9M | Reduce -0.0% |
| TER Teradyne Inc. | 0.23% | 2,432,722 | $325.8M | Add +18.2% |
| REGN Regeneron Pharmaceuticals | 0.22% | 301,508 | $317.0M | Add +1.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.22% | 672,098 | $312.6M | Add +1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 2,636,516 | $309.9M | Add +1.0% |
| COP Conocophillips | 0.21% | 2,932,640 | $308.7M | Add +0.1% |
| DE Deere & Co. | 0.21% | 729,241 | $304.3M | Reduce -0.4% |
| TRMB Trimble Inc. | 0.21% | 4,776,825 | $296.6M | Reduce -6.7% |
| TMUS T-Mobile US Inc. | 0.20% | 1,421,007 | $293.2M | Add +1.5% |
| AMT American Tower Corp. | 0.20% | 1,247,506 | $290.1M | Reduce -0.2% |
| PSA Public Storage | 0.20% | 796,464 | $289.8M | Reduce -6.1% |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -1.0% | 5.34% | −0.50 |
| GOOG Alphabet Inc. Class C | Reduce -2.7% | 1.48% | −0.30 |
| ZM Zoom Communications Inc. | Reduce -83.8% | 0.03% | −0.13 |
| TEL Te Connectivity PLC | Reduce -95.8% | 0.00% | −0.08 |
| ADBE Adobe Inc. | Reduce -2.0% | 0.47% | −0.08 |
| CVX Chevron Corp. | Reduce -1.8% | 0.43% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -27.5% | 0.14% | −0.06 |
| WFC Wells Fargo & Co. | Reduce -4.9% | 0.31% | −0.05 |
| XYZ Block Inc. | Reduce -10.3% | 0.37% | −0.05 |
| PATH Uipath Inc. Class A | Reduce -23.2% | 0.13% | −0.05 |
| NXPI NXP Semiconductors NV | Reduce -7.4% | 0.15% | −0.04 |
| ADI Analog Devices Inc. | Reduce -8.3% | 0.26% | −0.04 |
| MCHP Microchip Technology Inc. | Reduce -9.1% | 0.12% | −0.04 |
| BAC Bank of America Corp. | Reduce -1.4% | 0.43% | −0.04 |
| P Everpure Inc. Class A | Reduce -6.0% | 0.07% | −0.03 |
| SLB SLB Ltd. | Reduce -0.9% | 0.15% | −0.03 |
| TDOC Teladoc Health Inc. | Sold out | 0.00% | −0.03 |
| CRSP Crispr Therapeutics AG | Reduce -5.8% | 0.10% | −0.03 |
| PH Parker Hannifin Corp. | Reduce -29.6% | 0.13% | −0.03 |
| HOOD Robinhood Markets Inc. Class A | Reduce -3.5% | 0.37% | −0.03 |
| TWST Twist Bioscience Corp. | Reduce -9.5% | 0.09% | −0.03 |
| ABNB Airbnb Inc. Class A | Reduce -0.3% | 0.09% | −0.03 |
| KLAC KLA Corp. | Reduce -0.2% | 0.17% | −0.02 |
| WRK Westrock Co. | Sold out | 0.00% | −0.02 |
| VLO Valero Energy Corp. | Reduce -2.3% | 0.07% | −0.02 |
| KSPI JSC Kaspi.kz ADR | Reduce -24.7% | 0.03% | −0.02 |
| PD Pagerduty Inc. | Reduce -4.3% | 0.05% | −0.02 |
| ADC Agree Realty Corp. | Reduce -55.9% | 0.02% | −0.02 |
| PSX Phillips 66 | Reduce -4.8% | 0.09% | −0.02 |
| SNAP Snap Inc. Class A | Reduce -2.6% | 0.02% | −0.02 |
| NFLX Netflix Inc. | Reduce -1.4% | 0.59% | −0.02 |
| CRM Salesforce Inc. | Reduce -3.3% | 0.47% | −0.02 |
| ZTO Zto Express Cayman Inc.-ADR | Sold out | 0.00% | −0.01 |
| MPC Marathon Petroleum Corp. | Reduce -1.2% | 0.10% | −0.01 |
| ROIC Retail Opportunity Investmen | Reduce -54.4% | 0.02% | −0.01 |
| EHC Encompass Health Corp. | Reduce -25.2% | 0.05% | −0.01 |
| DVN Devon Energy Corp. | Reduce -0.2% | 0.04% | −0.01 |
| WDC Western Digital Corp. | Reduce -11.3% | 0.04% | −0.01 |
| NET Cloudflare Inc. Class A | Reduce -3.7% | 0.09% | −0.01 |
| CZR Caesars Entertainment Inc. | Reduce -98.4% | 0.00% | −0.01 |
| LSCC Lattice Semiconductor Corp. | Reduce -97.1% | 0.00% | −0.01 |
| ETSY Etsy Inc. | Reduce -76.2% | 0.00% | −0.01 |
| CLF Cleveland-Cliffs Inc. | Sold out | 0.00% | −0.01 |
| RXRX Recursion Pharmaceuticals-A | Reduce -2.2% | 0.04% | −0.01 |
| LULU Lululemon Athletica Inc. | Reduce -0.3% | 0.06% | −0.01 |
| VNO Vornado Realty Trust | Reduce -76.5% | 0.01% | −0.01 |
| DKNG Draftkings Inc. Class A | Reduce -1.7% | 0.18% | −0.01 |
| RGEN Repligen Corp. | Sold out | 0.00% | −0.01 |
| GM General Motors Co. | Reduce -0.1% | 0.09% | −0.01 |
| NTLA Intellia Therapeutics Inc. | Reduce -3.3% | 0.04% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| AAPL Apple Inc. | Add +1.3% | 5.57% | +0.27 |
| META Meta Platforms Inc. Class A | Add +1.0% | 2.29% | +0.16 |
| PLTR Palantir Technologies Inc. Class A | Add +5.7% | 0.39% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.5% | 1.03% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +0.4% | 1.06% | +0.08 |
| WMT Walmart Inc. | Add +1.4% | 0.64% | +0.08 |
| IBM Intl Business Machines Corp. | Add +1.3% | 0.38% | +0.07 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +83.9% | 0.13% | +0.06 |
| ORCL Oracle Corp. | Add +1.9% | 0.44% | +0.06 |
| IBKR Interactive Brokers Gro Class A | New | 0.06% | +0.06 |
| MELI MercadoLibre Inc. | Add +3.3% | 0.33% | +0.06 |
| WELL Welltower Inc. | Add +11.1% | 0.26% | +0.06 |
| FLUT Flutter Entertainment PLC-Di | New | 0.05% | +0.05 |
| PYPL PayPal Holdings Inc. | Add +12.9% | 0.17% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +55.3% | 0.15% | +0.05 |
| MCD McDonald's Corp. | Add +1.1% | 0.43% | +0.05 |
| ABBV Abbvie Inc. | Add +0.9% | 0.56% | +0.05 |
| TEM Tempus AI Inc. Class A | Add +1591.2% | 0.05% | +0.05 |
| KO The Coca-Cola Co. | Add +1.9% | 0.59% | +0.04 |
| EQIX Equinix Inc. | Add +4.9% | 0.31% | +0.04 |
| GE General Electric | Add +2.0% | 0.35% | +0.04 |
| IAU iShares Gold Trust | Add +0.8% | 0.63% | +0.04 |
| MA Mastercard Inc. Class A | Add +1.3% | 0.67% | +0.04 |
| PM Philip Morris International | Add +4.5% | 0.26% | +0.04 |
| CSCO Cisco Systems Inc. | Add +4.0% | 0.44% | +0.04 |
| T AT&T Inc. | Add +7.5% | 0.26% | +0.04 |
| SHW The Sherwin-Williams Co. | Add +8.9% | 0.16% | +0.04 |
| SW Smurfit Westrock PLC | New | 0.04% | +0.04 |
| LOW Lowe's Cos Inc. | Add +1.2% | 0.24% | +0.03 |
| MMM 3M Co. | Add +0.2% | 0.16% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +3.5% | 0.49% | +0.03 |
| CDNS Cadence Design SYS Inc. | Add +48.3% | 0.18% | +0.03 |
| GEV GE Vernova Inc. | Add +1.5% | 0.11% | +0.03 |
| RTX RTX Corp. | Add +1.3% | 0.25% | +0.03 |
| CEG Constellation Energy | Add +4.4% | 0.14% | +0.03 |
| TRU Transunion | Add +12.1% | 0.09% | +0.03 |
| LIN Linde PLC | Add +4.6% | 0.49% | +0.03 |
| BLK BlackRock Finance Inc. | Add +1.6% | 0.23% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +1.7% | 0.47% | +0.03 |
| AXP American Express Co. | Add +0.5% | 0.32% | +0.03 |
| APH Amphenol Corp. Class A | Add +25.2% | 0.24% | +0.03 |
| SBUX Starbucks Corp. | Add +1.6% | 0.18% | +0.03 |
| JNJ Johnson & Johnson | Add +0.2% | 0.67% | +0.03 |
| GLD SPDR Gold Shares | Add +47.5% | 0.08% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +2.0% | 0.17% | +0.03 |
| BX Blackstone Inc. | Add +1.5% | 0.17% | +0.03 |
| GILD Gilead Sciences Inc. | Add +1.9% | 0.18% | +0.03 |
| O Realty Income Corp. | Add +1.9% | 0.19% | +0.02 |
| NOW ServiceNow Inc. | Add +1.3% | 0.32% | +0.02 |
| IAUM iShares Gold Trust Micro | Add +23.9% | 0.10% | +0.02 |
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 |