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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 $175.06 billion in total holdings as of June 30, 2026.
  • Sumitomo Mitsui Trust Holdings, Inc. owns shares of 1,080 different stocks, but just 179 companies or ETFs make up 80% of its holdings.
  • Approximately 2.82% of the portfolio was purchased this quarter.
  • About 3.26% of the portfolio was sold this quarter.
  • This quarter, Sumitomo Mitsui Trust Holdings, Inc. has purchased 1,047 new stocks and bought additional shares in 352 stocks.
  • Sumitomo Mitsui Trust Holdings, Inc. sold shares of 579 stocks and completely divested from 53 stocks this quarter.

Largest Holdings

NVIDIA
$11,709,709,399
Apple
$9,630,678,310
Microsoft
$6,523,418,895
Amazon.com
$5,949,458,334
Alphabet
$4,854,419,020

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN-CL A
$388,514,283 Holding
438516205 - HONEYWELL INTERNATIONAL INC
$208,865,675 Holding
78462F103 - SPDR S&P 500 ETF Trust
$86,763,472 Holding
G2004J103 - CARNIVAL CORP LTD
$76,895,955 Holding
15675D103 - CEREBRAS SYSTEMS INC - A
$67,869,984 Holding

Largest Purchases this Quarter

KLA
2,848,130 shares (about $859.31M)
SPACE EXPLORATION TECHN-CL A
2,273,875 shares (about $388.51M)
Booking
1,757,951 shares (about $313.34M)
HONEYWELL INTERNATIONAL INC
932,853 shares (about $208.87M)
Eli Lilly and Company
120,058 shares (about $144.00M)

Largest Sales this Quarter

NVIDIA
2,100,818 shares (about $420.35M)
Teradyne
586,618 shares (about $283.83M)
Advanced Micro Devices
380,091 shares (about $220.80M)
Micron Technology
159,853 shares (about $184.52M)
Roku
1,247,385 shares (about $172.31M)

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
$11,709,709,399$420,352,674 â–¼-3.5%58,522,2126.7%Technology
Apple Inc. stock logo
AAPL
Apple
$9,630,678,310$21,089,714 â–²0.2%33,282,6875.5%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$6,523,418,895$74,377,950 â–¼-1.1%17,488,1213.7%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,949,458,334$81,444,115 â–²1.4%24,962,0643.4%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,854,419,020$129,229,280 â–²2.7%13,583,7342.8%Communication Services
Broadcom Inc. stock logo
AVGO
Broadcom
$4,227,700,561$28,506,148 â–²0.7%11,191,7952.4%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$4,113,120,537$158,549,064 â–¼-3.7%11,641,0172.3%Communication Services
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,375,620,682$184,516,719 â–¼-5.2%2,924,4131.9%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$3,128,411,864$9,821,851 â–¼-0.3%7,437,9741.8%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,902,724,060$43,221,242 â–²1.5%5,153,1611.7%Communication Services
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,839,663,515$220,798,663 â–¼-7.2%4,888,3021.6%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,273,837,414$144,001,167 â–²6.8%1,895,7651.3%Healthcare
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,933,728,161$66,437,843 â–¼-3.3%5,907,5801.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,639,293,652$11,431,410 â–²0.7%3,276,0320.9%Finance
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$1,592,951,401$116,183,677 â–²7.9%20,057,3080.9%ETF
Intel Corporation stock logo
INTC
Intel
$1,480,175,741$75,680,298 â–¼-4.9%10,600,7000.8%Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,437,687,090$49,270 â–²0.0%5,660,8540.8%Healthcare
Visa Inc. stock logo
V
Visa
$1,399,959,875$1,067,696 â–¼-0.1%4,080,4450.8%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,392,814,657$6,346,804 â–¼-0.5%1,307,9300.8%Industrials
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,362,295,398$12,806,499 â–²0.9%1,884,2260.8%Technology
LAM RESEARCH CORP
$1,300,402,963$42,622,339 â–¼-3.2%3,000,9530.7%COM
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,241,352,248$37,272,333 â–¼-2.9%9,079,5220.7%Energy
WALMART INC
$1,186,629,437$62,252,793 â–¼-5.0%10,477,0390.7%COM
iShares Gold Trust Micro stock logo
IAUM
iShares Gold Trust Micro
$1,129,679,429$56,014,000 â–²5.2%28,234,9270.6%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,127,699,514$80,679,515 â–¼-6.7%9,600,7110.6%Technology
Mastercard Incorporated stock logo
MA
Mastercard
$1,073,286,355$4,993,219 â–¼-0.5%2,089,7320.6%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,055,107,927$31,491,454 â–¼-2.9%2,538,5750.6%Healthcare
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,010,760,367$28,523,416 â–²2.9%1,080,4840.6%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$992,857,195$7,778,947 â–²0.8%3,945,5460.6%Healthcare
KLA Corporation stock logo
KLAC
KLA
$954,608,630$859,309,303 â–²901.7%3,163,9940.5%Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$892,773,720$26,893,340 â–¼-2.9%882,7370.5%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$855,352,478$13,746,539 â–¼-1.6%15,011,4510.5%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$836,830,992$4,588,367 â–¼-0.5%2,372,7770.5%Consumer Discretionary
GE Aerospace stock logo
GE
GE Aerospace
$835,531,343$10,106,407 â–¼-1.2%2,235,6550.5%Industrials
Netflix, Inc. stock logo
NFLX
Netflix
$820,838,105$11,076,425 â–¼-1.3%11,496,3320.5%Communication Services
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$814,072,986$8,904,127 â–¼-1.1%5,551,5070.5%Consumer Staples
PALANTIR TECHNOLOGIES INC-A
$803,172,147$19,975,887 â–¼-2.4%6,884,1360.5%COM
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$792,730,250$12,876,857 â–¼-1.6%6,169,1070.5%Healthcare
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$780,564,770$13,803,808 â–²1.8%2,288,9120.4%Technology
CocaCola Company (The) stock logo
KO
CocaCola
$749,319,152$23,644,613 â–¼-3.1%9,220,1200.4%Consumer Staples
GE VERNOVA INC
$742,356,438$1,181,909 â–²0.2%631,8680.4%COM
Amphenol Corporation stock logo
APH
Amphenol
$729,917,546$576,566 â–²0.1%4,139,7320.4%Technology
Welltower Inc. stock logo
WELL
Welltower
$715,128,678$6,117,749 â–¼-0.8%3,150,7630.4%Real Estate
LINDE PLC
$714,568,963$4,542,282 â–¼-0.6%1,376,9780.4%COM
Chevron Corporation stock logo
CVX
Chevron
$714,354,986$16,220,279 â–¼-2.2%4,309,5740.4%Energy
Analog Devices, Inc. stock logo
ADI
Analog Devices
$692,812,227$4,858,581 â–²0.7%1,744,3720.4%Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$679,810,497$96,884,790 â–²16.6%1,709,4410.4%Healthcare
International Business Machines Corporation stock logo
IBM
International Business Machines
$659,436,606$945,709 â–¼-0.1%2,344,9970.4%Technology
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$658,744,635$24,462,905 â–¼-3.6%6,569,0530.4%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$648,483,477$838,769 â–²0.1%2,175,6080.4%Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$593,055,498$14,010,958 â–²2.4%1,990,8540.3%Technology
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$580,060,060$11,292,702 â–¼-1.9%3,139,0230.3%Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$573,283,525$10,167,223 â–²1.8%1,345,3570.3%Industrials
Amgen Inc. stock logo
AMGN
Amgen
$550,739,979$6,187,544 â–¼-1.1%1,520,8770.3%Healthcare
Equinix, Inc. stock logo
EQIX
Equinix
$546,605,341$21,070,871 â–¼-3.7%524,3770.3%Real Estate
Western Digital Corporation stock logo
WDC
Western Digital
$546,184,801$11,789,494 â–²2.2%855,1240.3%Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$545,237,774$7,866,510 â–¼-1.4%3,013,8620.3%Consumer Staples
CrowdStrike stock logo
CRWD
CrowdStrike
$544,556,099$20,377,364 â–¼-3.6%713,5730.3%Technology
Citigroup Inc. stock logo
C
Citigroup
$543,791,347$21,203,520 â–¼-3.8%3,885,3340.3%Finance
Oracle Corporation stock logo
ORCL
Oracle
$542,258,595$4,882,020 â–²0.9%3,700,1610.3%Technology
RTX Corporation stock logo
RTX
RTX
$542,048,934$5,455,496 â–²1.0%2,856,9490.3%Industrials
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$541,170,491$434,178 â–²0.1%1,079,4050.3%Healthcare
Teradyne, Inc. stock logo
TER
Teradyne
$540,496,212$283,829,253 â–¼-34.4%1,117,0970.3%Technology
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$536,904,770$32,842,810 â–²6.5%556,3780.3%Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$530,313,441$14,683,723 â–¼-2.7%6,417,1520.3%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$523,211,233$8,209,419 â–¼-1.5%2,502,9240.3%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$510,017,935$3,917,603 â–¼-0.8%1,886,7890.3%Consumer Discretionary
Prologis, Inc. stock logo
PLD
Prologis
$509,492,510$25,146,890 â–¼-4.7%3,760,9250.3%Real Estate
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$504,747,922$18,636,296 â–²3.8%1,019,5280.3%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$480,692,883$919,095 â–²0.2%3,550,1690.3%Consumer Staples
American Express Company stock logo
AXP
American Express
$473,679,888$16,770,773 â–¼-3.4%1,400,3840.3%Finance
Deere & Company stock logo
DE
Deere & Company
$445,696,751$20,741,322 â–¼-4.4%702,6260.3%Industrials
Corning Incorporated stock logo
GLW
Corning
$438,275,223$6,391,369 â–¼-1.4%1,715,8330.3%Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$435,386,454$49,986,731 â–¼-10.3%10,283,1000.2%Communication Services
The Walt Disney Company stock logo
DIS
Walt Disney
$429,661,444$1,110,629 â–²0.3%4,464,0150.2%Communication Services
SHOPIFY INC - CLASS A
$409,417,510$10,605,267 â–¼-2.5%3,585,7200.2%COM
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$407,665,933$5,935,007 â–²1.5%4,644,7070.2%Utilities
The Boeing Company stock logo
BA
Boeing
$400,897,678$40,768,877 â–¼-9.2%1,851,9780.2%Industrials
ARISTA NETWORKS INC
$394,716,690$252,951 â–¼-0.1%2,323,5030.2%COM
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$391,956,059$9,757,194 â–²2.6%1,044,3250.2%Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$389,407,571$1,358,349 â–²0.4%2,570,3470.2%Consumer Discretionary
SPACE EXPLORATION TECHN-CL A
$388,514,283$388,514,283 â–²New Holding2,273,8750.2%COM
AT&T Inc. stock logo
T
AT&T
$375,903,327$12,790,675 â–¼-3.3%18,159,5810.2%Communication Services
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$374,300,948$3,969,097 â–²1.1%2,962,6480.2%Healthcare
Union Pacific Corporation stock logo
UNP
Union Pacific
$356,279,472$1,200,608 â–¼-0.3%1,309,8510.2%Industrials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$356,221,103$10,661,133 â–²3.1%3,925,7340.2%Healthcare
Synopsys, Inc. stock logo
SNPS
Synopsys
$352,279,322$65,496,458 â–¼-15.7%789,7400.2%Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$348,367,337$25,595,946 â–¼-6.8%4,827,7070.2%Industrials
Danaher Corporation stock logo
DHR
Danaher
$341,443,781$16,840,146 â–¼-4.7%1,792,5440.2%Healthcare
Pfizer Inc. stock logo
PFE
Pfizer
$331,724,370$14,218,879 â–¼-4.1%13,775,9290.2%Healthcare
Booking Holdings Inc. stock logo
BKNG
Booking
$326,832,450$313,337,187 â–²2,321.8%1,833,6650.2%Consumer Discretionary
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$326,057,769$12,340,560 â–¼-3.6%1,457,8930.2%Real Estate
Coherent Corp. stock logo
COHR
Coherent
$324,680,762$26,739,938 â–²9.0%823,0810.2%Technology
The Progressive Corporation stock logo
PGR
Progressive
$323,617,728$11,379,934 â–²3.6%1,481,4270.2%Finance
BLACKROCK INC
$319,411,962$1,794,271 â–²0.6%332,1810.2%COM
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$319,279,759$8,502,496 â–¼-2.6%3,460,2770.2%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$314,173,954$47,111,109 â–¼-13.0%2,005,4510.2%Technology
Chubb Limited stock logo
CB
Chubb
$308,899,210$22,022,367 â–¼-6.7%906,5540.2%Finance
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$303,952,564$1,262,191 â–¼-0.4%611,9070.2%Healthcare
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$299,966,822$2,457,892 â–¼-0.8%2,051,8970.2%Finance

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