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Sumitomo Mitsui Trust Holdings, Inc. Top Holdings and 13F Report (2026)

About Sumitomo Mitsui Trust Holdings, Inc.

Investment Activity

  • Sumitomo Mitsui Trust Holdings, Inc. has $154.47 billion in total holdings as of March 31, 2026.
  • Sumitomo Mitsui Trust Holdings, Inc. owns shares of 1,047 different stocks, but just 188 companies or ETFs make up 80% of its holdings.
  • Approximately 1.40% of the portfolio was purchased this quarter.
  • About 6.12% of the portfolio was sold this quarter.
  • This quarter, Sumitomo Mitsui Trust Holdings, Inc. has purchased 1,049 new stocks and bought additional shares in 256 stocks.
  • Sumitomo Mitsui Trust Holdings, Inc. sold shares of 684 stocks and completely divested from 56 stocks this quarter.

Largest Holdings

NVIDIA
$10,572,656,432
Apple
$8,428,315,903
Microsoft
$6,547,387,428
Amazon.com
$5,127,680,295
Alphabet
$3,802,153,402

Largest New Holdings this Quarter

55024U109 - Lumentum
$99,071,591 Holding
68404L201 - Option Care Health
$70,286,693 Holding
147528103 - Casey's General Stores
$50,276,930 Holding
G3730V105 - FTAI AVIATION LTD
$46,517,415 Holding
G0250X149 - AMCOR PLC
$45,018,704 Holding

Largest Purchases this Quarter

iShares Gold Trust Micro
4,900,000 shares (about $228.83M)
Coherent
749,424 shares (about $178.52M)
US Foods
1,230,785 shares (about $113.49M)
Lumentum
140,975 shares (about $99.07M)
NU
6,159,298 shares (about $88.51M)

Largest Sales this Quarter

Apple
1,979,747 shares (about $502.44M)
NVIDIA
2,612,853 shares (about $455.68M)
Microsoft
933,958 shares (about $345.72M)
Amazon.com
1,270,369 shares (about $264.58M)
iShares Gold Trust
2,994,795 shares (about $264.02M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSumitomo Mitsui Trust Holdings, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$10,572,656,432$455,681,563 -4.1%60,623,0306.8%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$8,428,315,903$502,439,991 -5.6%33,209,8035.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$6,547,387,428$345,723,233 -5.0%17,687,5154.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,127,680,295$264,579,752 -4.9%24,620,3503.3%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,802,153,402$191,058,602 -4.8%13,222,1222.5%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$3,468,064,251$150,571,093 -4.2%12,089,7452.2%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$3,440,615,917$144,834,895 -4.0%11,116,3322.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,904,378,468$142,864,294 -4.7%5,076,4311.9%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$2,773,747,941$97,923,783 -3.4%7,461,3261.8%Auto/Tires/Trucks
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,797,479,094$107,195,728 -5.6%6,110,5491.2%Finance
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$1,723,515,492$19,178,859 1.1%18,594,4061.1%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,633,242,027$73,972,502 -4.3%1,775,7071.1%Medical
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,586,684,072$92,938,730 -5.5%9,352,1401.0%Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,558,927,210$80,676,674 -4.9%3,253,1871.0%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,383,691,730$69,830,397 -4.8%5,660,6600.9%Medical
WALMART INC
$1,370,396,288$41,021,845 3.1%11,026,6840.9%COM
iShares Gold Trust Micro stock logo
IAUM
iShares Gold Trust Micro
$1,253,191,091$228,830,000 22.3%26,834,9270.8%Finance
Visa Inc. stock logo
V
Visa
$1,234,214,268$69,769,686 -5.4%4,083,5570.8%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$1,120,288,264$43,117,891 -3.7%11,651,4640.7%Consumer Discretionary
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,071,749,188$22,026,994 -2.0%5,268,3930.7%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$1,049,013,186$29,759,750 -2.8%2,099,4540.7%Business Services
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,046,244,525$34,309,078 -3.2%1,049,9930.7%Retail/Wholesale
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,041,988,425$135,688,706 -11.5%3,084,2660.7%Computer and Technology
PALANTIR TECHNOLOGIES INC-A
$1,032,057,037$58,790,663 -5.4%7,055,3530.7%COM
Caterpillar Inc. stock logo
CAT
Caterpillar
$930,838,509$27,335,221 -2.9%1,313,8900.6%Industrials
Chevron Corporation stock logo
CVX
Chevron
$911,896,853$45,314,617 -4.7%4,407,4280.6%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$851,393,531$40,934,228 -4.6%3,914,6330.6%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$810,630,212$45,859,267 -5.4%5,612,2280.5%Consumer Staples
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$798,213,255$37,952,373 -4.5%10,287,5790.5%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$784,661,486$49,312,451 -5.9%2,385,7870.5%Retail/Wholesale
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$769,282,395$36,385,184 -4.5%909,3280.5%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$754,136,022$84,501,921 -10.1%6,269,3160.5%Medical
Bank of America Corporation stock logo
BAC
Bank of America
$743,569,271$52,743,210 -6.6%15,252,7030.5%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$723,316,037$38,630,054 -5.1%9,511,0590.5%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$707,415,072$15,301,323 -2.1%2,614,3430.5%Medical
LINDE PLC
$686,990,001$46,751,655 -6.4%1,385,7310.4%COM
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$675,726,518$20,910,045 3.2%1,465,8160.4%Medical
LAM RESEARCH CORP
$662,199,216$30,889,467 -4.5%3,099,3130.4%COM
GE Aerospace stock logo
GE
GE Aerospace
$642,085,528$36,213,309 -5.3%2,262,6970.4%Aerospace
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$637,955,478$35,525,994 -5.3%1,866,5130.4%Computer and Technology
Welltower Inc. stock logo
WELL
Welltower
$628,266,428$1,507,143 -0.2%3,177,7170.4%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$590,899,433$25,329,385 -4.1%1,901,2820.4%Retail/Wholesale
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$575,477,891$24,005,941 -4.0%11,463,7030.4%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$569,218,980$22,195,652 -3.8%2,348,3600.4%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$551,062,701$16,404,889 3.1%1,732,1390.4%Computer and Technology
GE VERNOVA INC
$550,679,440$23,214,776 -4.0%630,8620.4%COM
PepsiCo, Inc. stock logo
PEP
PepsiCo
$550,251,635$13,456,500 -2.4%3,543,3810.4%Consumer Staples
RTX Corporation stock logo
RTX
RTX
$545,558,816$27,545,156 -4.8%2,828,1950.4%Aerospace
AT&T Inc. stock logo
T
AT&T
$544,359,377$26,012,611 -4.6%18,777,4880.4%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$541,132,633$26,179,047 -4.6%1,537,9640.4%Medical
Oracle Corporation stock logo
ORCL
Oracle
$539,430,009$29,081,882 -5.1%3,666,8480.3%Computer and Technology
Equinix, Inc. stock logo
EQIX
Equinix
$533,829,882$3,699,426 0.7%544,5910.3%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$530,134,275$7,959,837 -1.5%1,078,5390.3%Medical
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$525,014,814$64,121,556 -10.9%6,594,8350.3%Finance
Amphenol Corporation stock logo
APH
Amphenol
$522,641,974$117,505,374 -18.4%4,136,4620.3%Computer and Technology
Prologis, Inc. stock logo
PLD
Prologis
$521,655,243$12,465,235 -2.3%3,946,5520.3%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$505,501,422$5,958,358 -1.2%3,057,3450.3%Consumer Staples
Teradyne, Inc. stock logo
TER
Teradyne
$505,083,349$163,008,235 -24.4%1,703,7150.3%Computer and Technology
Intel Corporation stock logo
INTC
Intel
$491,727,616$22,941,863 -4.5%11,142,7060.3%Computer and Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$472,659,832$15,091,170 -3.1%1,321,4970.3%Industrials
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$472,140,831$43,825,528 10.2%6,812,9990.3%Finance
KLA Corporation stock logo
KLAC
KLA
$465,081,312$14,345,691 -3.0%315,8640.3%Computer and Technology
Citigroup Inc. stock logo
C
Citigroup
$457,817,004$35,335,948 -7.2%4,036,8310.3%Financial Services
American Express Company stock logo
AXP
American Express
$438,585,413$22,064,404 -4.8%1,449,9650.3%Finance
SHOPIFY INC - CLASS A
$436,355,769$17,259,210 4.1%3,678,6020.3%COM
Salesforce Inc. stock logo
CRM
Salesforce
$430,493,314$32,236,229 -7.0%2,306,1730.3%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$429,129,637$23,407,040 -5.2%4,452,4760.3%Consumer Discretionary
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$425,119,841$18,315,286 -4.1%4,577,0870.3%Utilities
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$421,826,227$21,461,595 -4.8%2,172,7940.3%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$418,369,196$23,027,622 -5.2%2,542,1960.3%Finance
Deere & Company stock logo
DE
Deere & Company
$414,208,009$32,547,474 -7.3%735,3240.3%Industrials
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$412,113,257$12,846,964 -3.0%3,200,1340.3%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$409,052,546$6,054,706 -1.5%2,561,3810.3%Retail/Wholesale
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$408,525,804$47,091,032 -10.3%2,931,2320.3%Medical
The Boeing Company stock logo
BA
Boeing
$406,083,496$5,947,414 1.5%2,040,3130.3%Aerospace
Honeywell International Inc. stock logo
HON
Honeywell International
$405,031,972$19,709,138 -4.6%1,791,9390.3%Multi-Sector Conglomerates
Pfizer Inc. stock logo
PFE
Pfizer
$403,408,905$21,482,239 -5.1%14,366,4140.3%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$390,992,309$22,267,378 -5.4%3,808,2430.3%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$372,771,327$103,548,989 -21.7%5,182,4180.2%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$371,331,274$15,998,761 -4.1%936,5700.2%Computer and Technology
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$361,217,453$23,839,853 -6.2%2,068,7100.2%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$360,468,939$27,544,259 8.3%2,248,4340.2%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$356,628,689$42,185,052 -10.6%1,880,9530.2%Medical
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$352,378,889$1,394,608 0.4%981,8850.2%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$349,887,252$21,025,224 -5.7%2,650,6610.2%Energy
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$333,856,902$25,484,745 -7.1%3,552,4250.2%Finance
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$324,910,522$9,936,678 -3.0%187,9160.2%Retail/Wholesale
Comcast Corporation stock logo
CMCSA
Comcast
$319,117,047$17,625,672 -5.2%11,115,1880.2%Consumer Discretionary
Union Pacific Corporation stock logo
UNP
Union Pacific
$318,866,974$16,312,313 -4.9%1,314,2650.2%Transportation
Booking Holdings Inc. stock logo
BKNG
Booking
$318,780,168$123,467,634 -27.9%75,7140.2%Retail/Wholesale
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$318,620,819$264,021,127 -45.3%3,614,1200.2%Finance
BLACKROCK INC
$317,667,239$15,684,528 -4.7%330,3150.2%COM
Chubb Limited stock logo
CB
Chubb
$316,538,327$17,875,957 -5.3%971,1850.2%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$311,661,117$9,192,473 -2.9%1,319,0330.2%Retail/Wholesale
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$305,704,693$16,021,775 -5.0%505,8070.2%Aerospace
Newmont Corporation stock logo
NEM
Newmont
$303,414,142$17,227,879 -5.4%2,802,9020.2%Basic Materials
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$293,949,557$34,982,689 -10.6%1,868,9570.2%Finance
Intuit Inc. stock logo
INTU
Intuit
$290,233,778$28,410,825 -8.9%671,2470.2%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$289,293,725$15,993,635 -5.2%680,1470.2%Finance
CrowdStrike stock logo
CRWD
CrowdStrike
$289,010,763$6,998,490 -2.4%740,2750.2%Computer and Technology

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