Sumitomo Mitsui Trust Holdings, Inc. Top Holdings and 13F Report (2026) About Sumitomo Mitsui Trust Holdings, Inc.Investment ActivitySumitomo 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 $11,709,709,399Apple $9,630,678,310Microsoft $6,523,418,895Amazon.com $5,949,458,334Alphabet $4,854,419,020 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN-CL A $388,514,283 Holding438516205 - HONEYWELL INTERNATIONAL INC $208,865,675 Holding78462F103 - SPDR S&P 500 ETF Trust $86,763,472 HoldingG2004J103 - CARNIVAL CORP LTD $76,895,955 Holding15675D103 - 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 TimeMap of 500 Largest Holdings ofSumitomo Mitsui Trust Holdings, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$11,709,709,399$420,352,674 â–¼-3.5%58,522,2126.7%TechnologyAAPLApple$9,630,678,310$21,089,714 â–²0.2%33,282,6875.5%TechnologyMSFTMicrosoft$6,523,418,895$74,377,950 â–¼-1.1%17,488,1213.7%TechnologyAMZNAmazon.com$5,949,458,334$81,444,115 â–²1.4%24,962,0643.4%Consumer DiscretionaryGOOGLAlphabet$4,854,419,020$129,229,280 â–²2.7%13,583,7342.8%Communication ServicesAVGOBroadcom$4,227,700,561$28,506,148 â–²0.7%11,191,7952.4%TechnologyGOOGAlphabet$4,113,120,537$158,549,064 â–¼-3.7%11,641,0172.3%Communication ServicesMUMicron Technology$3,375,620,682$184,516,719 â–¼-5.2%2,924,4131.9%TechnologyTSLATesla$3,128,411,864$9,821,851 â–¼-0.3%7,437,9741.8%Consumer DiscretionaryMETAMeta Platforms$2,902,724,060$43,221,242 â–²1.5%5,153,1611.7%Communication ServicesAMDAdvanced Micro Devices$2,839,663,515$220,798,663 â–¼-7.2%4,888,3021.6%TechnologyLLYEli Lilly and Company$2,273,837,414$144,001,167 â–²6.8%1,895,7651.3%HealthcareJPMJPMorgan Chase & Co.$1,933,728,161$66,437,843 â–¼-3.3%5,907,5801.1%FinanceBRK.BBerkshire Hathaway$1,639,293,652$11,431,410 â–²0.7%3,276,0320.9%FinanceGLDMSPDR Gold MiniShares Trust$1,592,951,401$116,183,677 â–²7.9%20,057,3080.9%ETFINTCIntel$1,480,175,741$75,680,298 â–¼-4.9%10,600,7000.8%TechnologyJNJJohnson & Johnson$1,437,687,090$49,270 â–²0.0%5,660,8540.8%HealthcareVVisa$1,399,959,875$1,067,696 â–¼-0.1%4,080,4450.8%FinanceCATCaterpillar$1,392,814,657$6,346,804 â–¼-0.5%1,307,9300.8%IndustrialsAMATApplied Materials$1,362,295,398$12,806,499 â–²0.9%1,884,2260.8%TechnologyLAM RESEARCH CORP$1,300,402,963$42,622,339 â–¼-3.2%3,000,9530.7%COMXOMExxonMobil$1,241,352,248$37,272,333 â–¼-2.9%9,079,5220.7%EnergyWALMART INC$1,186,629,437$62,252,793 â–¼-5.0%10,477,0390.7%COMIAUMiShares Gold Trust Micro$1,129,679,429$56,014,000 â–²5.2%28,234,9270.6%ETFCSCOCisco Systems$1,127,699,514$80,679,515 â–¼-6.7%9,600,7110.6%TechnologyMAMastercard$1,073,286,355$4,993,219 â–¼-0.5%2,089,7320.6%FinanceUNHUnitedHealth Group$1,055,107,927$31,491,454 â–¼-2.9%2,538,5750.6%HealthcareCOSTCostco Wholesale$1,010,760,367$28,523,416 â–²2.9%1,080,4840.6%Consumer StaplesABBVAbbVie$992,857,195$7,778,947 â–²0.8%3,945,5460.6%HealthcareKLACKLA$954,608,630$859,309,303 â–²901.7%3,163,9940.5%TechnologyGSThe Goldman Sachs Group$892,773,720$26,893,340 â–¼-2.9%882,7370.5%FinanceBACBank of America$855,352,478$13,746,539 â–¼-1.6%15,011,4510.5%FinanceHDHome Depot$836,830,992$4,588,367 â–¼-0.5%2,372,7770.5%Consumer DiscretionaryGEGE Aerospace$835,531,343$10,106,407 â–¼-1.2%2,235,6550.5%IndustrialsNFLXNetflix$820,838,105$11,076,425 â–¼-1.3%11,496,3320.5%Communication ServicesPGProcter & Gamble$814,072,986$8,904,127 â–¼-1.1%5,551,5070.5%Consumer StaplesPALANTIR TECHNOLOGIES INC-A$803,172,147$19,975,887 â–¼-2.4%6,884,1360.5%COMMRKMerck & Co., Inc.$792,730,250$12,876,857 â–¼-1.6%6,169,1070.5%HealthcarePANWPalo Alto Networks$780,564,770$13,803,808 â–²1.8%2,288,9120.4%TechnologyKOCocaCola$749,319,152$23,644,613 â–¼-3.1%9,220,1200.4%Consumer StaplesGE VERNOVA INC$742,356,438$1,181,909 â–²0.2%631,8680.4%COMAPHAmphenol$729,917,546$576,566 â–²0.1%4,139,7320.4%TechnologyWELLWelltower$715,128,678$6,117,749 â–¼-0.8%3,150,7630.4%Real EstateLINDE PLC$714,568,963$4,542,282 â–¼-0.6%1,376,9780.4%COMCVXChevron$714,354,986$16,220,279 â–¼-2.2%4,309,5740.4%EnergyADIAnalog Devices$692,812,227$4,858,581 â–²0.7%1,744,3720.4%TechnologyISRGIntuitive Surgical$679,810,497$96,884,790 â–²16.6%1,709,4410.4%HealthcareIBMInternational Business Machines$659,436,606$945,709 â–¼-0.1%2,344,9970.4%TechnologyHOODRobinhood Markets$658,744,635$24,462,905 â–¼-3.6%6,569,0530.4%FinanceTXNTexas Instruments$648,483,477$838,769 â–²0.1%2,175,6080.4%TechnologyMRVLMarvell Technology$593,055,498$14,010,958 â–²2.4%1,990,8540.3%TechnologyQCOMQualcomm$580,060,060$11,292,702 â–¼-1.9%3,139,0230.3%TechnologyETNEaton$573,283,525$10,167,223 â–²1.8%1,345,3570.3%IndustrialsAMGNAmgen$550,739,979$6,187,544 â–¼-1.1%1,520,8770.3%HealthcareEQIXEquinix$546,605,341$21,070,871 â–¼-3.7%524,3770.3%Real EstateWDCWestern Digital$546,184,801$11,789,494 â–²2.2%855,1240.3%TechnologyPMPhilip Morris International$545,237,774$7,866,510 â–¼-1.4%3,013,8620.3%Consumer StaplesCRWDCrowdStrike$544,556,099$20,377,364 â–¼-3.6%713,5730.3%TechnologyCCitigroup$543,791,347$21,203,520 â–¼-3.8%3,885,3340.3%FinanceORCLOracle$542,258,595$4,882,020 â–²0.9%3,700,1610.3%TechnologyRTXRTX$542,048,934$5,455,496 â–²1.0%2,856,9490.3%IndustrialsTMOThermo Fisher Scientific$541,170,491$434,178 â–²0.1%1,079,4050.3%HealthcareTERTeradyne$540,496,212$283,829,253 â–¼-34.4%1,117,0970.3%TechnologySTXSeagate Technology$536,904,770$32,842,810 â–²6.5%556,3780.3%TechnologyWFCWells Fargo & Company$530,313,441$14,683,723 â–¼-2.7%6,417,1520.3%FinanceMSMorgan Stanley$523,211,233$8,209,419 â–¼-1.5%2,502,9240.3%FinanceMCDMcDonald's$510,017,935$3,917,603 â–¼-0.8%1,886,7890.3%Consumer DiscretionaryPLDPrologis$509,492,510$25,146,890 â–¼-4.7%3,760,9250.3%Real EstateROKRockwell Automation$504,747,922$18,636,296 â–²3.8%1,019,5280.3%IndustrialsPEPPepsiCo$480,692,883$919,095 â–²0.2%3,550,1690.3%Consumer StaplesAXPAmerican Express$473,679,888$16,770,773 â–¼-3.4%1,400,3840.3%FinanceDEDeere & Company$445,696,751$20,741,322 â–¼-4.4%702,6260.3%IndustrialsGLWCorning$438,275,223$6,391,369 â–¼-1.4%1,715,8330.3%TechnologyVZVerizon Communications$435,386,454$49,986,731 â–¼-10.3%10,283,1000.2%Communication ServicesDISWalt Disney$429,661,444$1,110,629 â–²0.3%4,464,0150.2%Communication ServicesSHOPIFY INC - CLASS A$409,417,510$10,605,267 â–¼-2.5%3,585,7200.2%COMNEENextEra Energy$407,665,933$5,935,007 â–²1.5%4,644,7070.2%UtilitiesBABoeing$400,897,678$40,768,877 â–¼-9.2%1,851,9780.2%IndustrialsARISTA NETWORKS INC$394,716,690$252,951 â–¼-0.1%2,323,5030.2%COMCDNSCadence Design Systems$391,956,059$9,757,194 â–²2.6%1,044,3250.2%TechnologyTJXTJX Companies$389,407,571$1,358,349 â–²0.4%2,570,3470.2%Consumer DiscretionarySPACE EXPLORATION TECHN-CL A$388,514,283$388,514,283 â–²New Holding2,273,8750.2%COMTAT&T$375,903,327$12,790,675 â–¼-3.3%18,159,5810.2%Communication ServicesGILDGilead Sciences$374,300,948$3,969,097 â–²1.1%2,962,6480.2%HealthcareUNPUnion Pacific$356,279,472$1,200,608 â–¼-0.3%1,309,8510.2%IndustrialsABTAbbott Laboratories$356,221,103$10,661,133 â–²3.1%3,925,7340.2%HealthcareSNPSSynopsys$352,279,322$65,496,458 â–¼-15.7%789,7400.2%TechnologyUBERUber Technologies$348,367,337$25,595,946 â–¼-6.8%4,827,7070.2%IndustrialsDHRDanaher$341,443,781$16,840,146 â–¼-4.7%1,792,5440.2%HealthcarePFEPfizer$331,724,370$14,218,879 â–¼-4.1%13,775,9290.2%HealthcareBKNGBooking$326,832,450$313,337,187 â–²2,321.8%1,833,6650.2%Consumer DiscretionarySPGSimon Property Group$326,057,769$12,340,560 â–¼-3.6%1,457,8930.2%Real EstateCOHRCoherent$324,680,762$26,739,938 â–²9.0%823,0810.2%TechnologyPGRProgressive$323,617,728$11,379,934 â–²3.6%1,481,4270.2%FinanceBLACKROCK INC$319,411,962$1,794,271 â–²0.6%332,1810.2%COMSCHWCharles Schwab$319,279,759$8,502,496 â–¼-2.6%3,460,2770.2%FinanceCRMSalesforce$314,173,954$47,111,109 â–¼-13.0%2,005,4510.2%TechnologyCBChubb$308,899,210$22,022,367 â–¼-6.7%906,5540.2%FinanceVRTXVertex Pharmaceuticals$303,952,564$1,262,191 â–¼-0.4%611,9070.2%HealthcareCOINCoinbase Global$299,966,822$2,457,892 â–¼-0.8%2,051,8970.2%FinanceShowing largest 100 holdings. 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