Sumitomo Mitsui Trust Holdings, Inc. Top Holdings and 13F Report (2026) About Sumitomo Mitsui Trust Holdings, Inc.Investment ActivitySumitomo Mitsui Trust Holdings, Inc. has $174.37 billion in total holdings as of September 30, 2026.Sumitomo Mitsui Trust Holdings, Inc. owns shares of 1,058 different stocks, but just 168 companies or ETFs make up 80% of its holdings.Approximately 3.17% of the portfolio was purchased this quarter.About 5.18% of the portfolio was sold this quarter.This quarter, Sumitomo Mitsui Trust Holdings, Inc. has purchased 1,080 new stocks and bought additional shares in 266 stocks.Sumitomo Mitsui Trust Holdings, Inc. sold shares of 667 stocks and completely divested from 75 stocks this quarter.Largest Holdings NVIDIA $12,911,712,919Apple $10,768,924,020Microsoft $8,714,624,917Amazon.com $6,050,135,362Alphabet $4,592,659,412 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,429,429,832 Holding30609A109 - ONEOK INC $113,932,487 Holding866966104 - SUNBELT RENTALS HOLDINGS INC $92,910,445 Holding01741R102 - ATI $47,746,414 Holding81517B101 - SECURITIZE CORP $38,855,855 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 8,782,979 shares (about $1.43B)CrowdStrike 1,955,303 shares (about $517.67M)SANDISK CORP 284,359 shares (about $494.75M)Amphenol 3,761,224 shares (about $317.07M)SPACE EXPLORATION TECHN-CL A 2,078,785 shares (about $313.61M) Largest Sales this Quarter NVIDIA 1,986,119 shares (about $453.59M)Advanced Micro Devices 541,370 shares (about $331.19M)Apple 945,518 shares (about $314.88M)Microsoft 497,236 shares (about $255.03M)Micron Technology 169,086 shares (about $180.10M) 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$12,911,712,919$453,589,857 ▼-3.4%56,536,0937.4%TechnologyAAPLApple$10,768,924,020$314,876,404 ▼-2.8%32,337,1696.2%TechnologyMSFTMicrosoft$8,714,624,917$255,032,344 ▼-2.8%16,990,8855.0%TechnologyAMZNAmazon.com$6,050,135,362$169,162,884 ▼-2.7%24,283,1043.5%Consumer DiscretionaryGOOGLAlphabet$4,592,659,412$81,231,783 ▼-1.7%13,347,6502.6%Communication ServicesGOOGAlphabet$3,894,068,720$72,491,413 ▼-1.8%11,428,2702.2%Communication ServicesAVGOBroadcom$3,874,251,169$56,195,317 ▼-1.4%11,031,7812.2%TechnologyMETAMeta Platforms$3,767,254,261$30,284,967 ▲0.8%5,194,9232.2%Communication ServicesMUMicron Technology$2,934,726,341$180,095,189 ▼-5.8%2,755,3271.7%TechnologyAMDAdvanced Micro Devices$2,659,279,120$331,188,511 ▼-11.1%4,346,9321.5%TechnologyTSLATesla$2,644,810,510$5,742,955 ▲0.2%7,454,1601.5%Consumer DiscretionaryLLYEli Lilly and Company$2,128,590,981$64,960,785 ▼-3.0%1,839,6231.2%HealthcareJPMJPMorgan Chase & Co.$1,884,442,417$69,962,274 ▼-3.6%5,696,1051.1%FinanceGLDMSPDR Gold MiniShares Trust$1,762,280,494$113,970,922 ▲6.9%21,444,1531.0%ETFBRK.BBerkshire Hathaway$1,611,699,827$19,600,308 ▼-1.2%3,236,6700.9%FinanceJNJJohnson & Johnson$1,449,491,476$49,163,012 ▼-3.3%5,475,1510.8%HealthcareEXXONMOBIL HOLDINGS CORP$1,429,429,832$1,429,429,832 ▲New Holding8,782,9790.8%COMVVisa$1,418,913,680$47,312,622 ▼-3.2%3,948,7760.8%FinanceINTCIntel$1,250,529,663$23,992,498 ▼-1.9%10,401,1450.7%TechnologyIAUMiShares Gold Trust Micro$1,248,188,676$78,698,000 ▲6.7%30,134,9270.7%ETFPALANTIR TECHNOLOGIES INC-A$1,172,072,135$115,605,504 ▼-9.0%6,266,0900.7%COMMAMastercard$1,153,716,049$1,291,543 ▲0.1%2,092,0740.7%FinanceAMATApplied Materials$1,075,570,724$112,015,232 ▲11.6%2,103,2710.6%TechnologyWALMART INC$1,060,521,994$28,251,899 ▼-2.6%10,205,1770.6%COMCATCaterpillar$1,047,131,231$13,325,334 ▼-1.3%1,291,4950.6%IndustrialsCSCOCisco Systems$1,006,427,896$26,896,629 ▼-2.6%9,350,8120.6%TechnologyABBVAbbVie$1,001,394,772$30,720,606 ▼-3.0%3,828,1080.6%HealthcareLAM RESEARCH CORP$956,709,161$29,133,909 ▼-3.0%2,912,2680.5%COMCOSTCostco Wholesale$939,621,086$43,986,718 ▼-4.5%1,032,1650.5%Consumer StaplesUNHUnitedHealth Group$924,096,369$7,763,742 ▼-0.8%2,517,4250.5%HealthcareMRKMerck & Co., Inc.$868,814,448$27,618,490 ▼-3.1%5,979,0410.5%HealthcareCVXChevron$866,948,029$13,110,078 ▼-1.5%4,245,3750.5%EnergyGSThe Goldman Sachs Group$807,351,912$12,570,826 ▲1.6%896,6990.5%FinancePGProcter & Gamble$782,595,030$23,927,907 ▼-3.0%5,386,8050.4%Consumer StaplesNFLXNetflix$774,836,131$25,078,650 ▼-3.1%11,135,9030.4%Communication ServicesKOCoca-Cola$773,667,758$20,000,172 ▼-2.5%8,987,7760.4%Consumer StaplesISRGIntuitive Surgical$769,947,806$74,837,812 ▲10.8%1,893,4850.4%HealthcarePANWPalo Alto Networks$744,571,257$164,836,370 ▼-18.1%1,874,0310.4%TechnologyBACBank of America$724,703,772$92,369,506 ▼-11.3%13,314,4180.4%FinanceCRWDCrowdStrike$706,584,921$517,666,469 ▲274.0%2,668,8760.4%TechnologyTMOThermo Fisher Scientific$703,659,294$24,993,051 ▼-3.4%1,042,3810.4%HealthcareWELLWelltower$682,572,037$42,859,637 ▼-5.9%2,964,6110.4%Real EstateADIAnalog Devices$680,970,170$11,039,646 ▼-1.6%1,716,5440.4%TechnologyGEGE Aerospace$675,127,572$23,045,128 ▼-3.3%2,161,8610.4%IndustrialsAPHAmphenol$666,050,591$317,071,183 ▲90.9%7,900,9560.4%TechnologyHDHome Depot$663,586,581$11,444,748 ▼-1.7%2,332,5480.4%Consumer DiscretionarySPACE EXPLORATION TECHN-CL A$656,642,288$313,605,505 ▲91.4%4,352,6600.4%COMAMGNAmgen$625,109,446$15,955,418 ▼-2.5%1,483,0240.4%HealthcareLINDE PLC$611,785,878$41,796,730 ▼-6.4%1,288,9200.4%COMSANDISK CORP$602,409,074$494,753,380 ▲459.6%346,2340.3%COMKLACKLA$599,500,977$17,256,373 ▼-2.8%3,075,4680.3%TechnologyTXNTexas Instruments$598,326,858$11,039,187 ▼-1.8%2,136,1950.3%TechnologyHOODRobinhood Markets$573,133,275$165,885,188 ▼-22.4%5,094,5180.3%FinanceGE VERNOVA INC$571,884,170$28,700,046 ▼-4.8%601,6730.3%COMPMPhilip Morris International$571,511,434$3,593,713 ▼-0.6%2,995,0290.3%Consumer StaplesETNEaton$568,074,042$10,039,315 ▼-1.7%1,321,9940.3%IndustrialsQCOMQualcomm$556,055,879$21,649,913 ▼-3.7%3,021,3860.3%TechnologyMRVLMarvell Technology$521,444,328$4,559,208 ▼-0.9%1,973,5980.3%TechnologyRTXRTX$514,846,437$15,546,145 ▼-2.9%2,773,2100.3%IndustrialsEQIXEquinix$514,021,226$16,428,059 ▼-3.1%508,1370.3%Real EstateSTXSeagate Technology$503,310,792$9,858,892 ▼-1.9%545,6890.3%TechnologyIBMInternational Business Machines$497,457,688$18,277,503 ▼-3.5%2,261,8910.3%TechnologyPLDPrologis$493,165,299$4,846,797 ▲1.0%3,798,2540.3%Real EstateORCLOracle$492,044,756$15,987,349 ▼-3.1%3,583,7200.3%TechnologyWFCWells Fargo & Company$491,915,015$21,778,003 ▼-4.2%6,145,0970.3%FinanceCRMSalesforce$471,537,239$11,145,853 ▲2.4%2,054,0020.3%TechnologyVZVerizon Communications$471,016,324$669,473 ▼-0.1%10,268,5050.3%Communication ServicesCCitigroup$462,538,296$40,534,750 ▼-8.1%3,572,2760.3%FinanceARISTA NETWORKS INC$461,637,271$11,404,705 ▼-2.4%2,267,4850.3%COMMSMorgan Stanley$456,004,850$14,745,096 ▼-3.1%2,424,5260.3%FinanceDISWalt Disney$451,927,243$16,347,931 ▼-3.5%4,308,1720.3%Communication ServicesGILDGilead Sciences$443,076,165$1,493,481 ▲0.3%2,972,6680.3%HealthcareROKRockwell Automation$439,870,057$3,961,068 ▼-0.9%1,010,4290.3%IndustrialsTERTeradyne$435,303,668$12,551,690 ▼-2.8%1,085,7890.2%TechnologyPEPPepsiCo$433,213,989$16,663,427 ▼-3.7%3,418,6710.2%Consumer StaplesTAT&T$432,927,077$10,166,699 ▼-2.3%17,742,9130.2%Communication ServicesMCDMcDonald's$424,111,841$11,623,210 ▼-2.7%1,836,4590.2%Consumer DiscretionaryAXPAmerican Express$414,269,348$11,587,426 ▼-2.7%1,362,2800.2%FinanceDHRDanaher$412,378,991$15,240,868 ▲3.8%1,861,3360.2%HealthcareDEDeere & Company$409,027,002$62,821,488 ▼-13.3%609,0790.2%IndustrialsPFEPfizer$387,779,481$5,110,014 ▼-1.3%13,596,7560.2%HealthcareCOINCoinbase Global$377,317,514$5,176,606 ▼-1.4%2,024,1270.2%FinanceSHOPIFY INC - CLASS A$374,288,141$157,474,134 ▼-29.6%2,523,8580.2%COMSNPSSynopsys$366,338,219$22,848,703 ▲6.7%842,2730.2%TechnologyWDCWestern Digital$366,216,138$22,403,515 ▼-5.8%805,8270.2%TechnologyABTAbbott Laboratories$365,854,725$22,125,566 ▼-5.7%3,701,8590.2%HealthcareNETCloudflare$363,536,871$17,001,440 ▲4.9%1,046,8120.2%TechnologyEMREmerson Electric$360,927,161$39,311,181 ▲12.2%2,327,0610.2%IndustrialsUNPUnion Pacific$346,635,384$9,814,368 ▼-2.8%1,273,7860.2%IndustrialsDELLDell Technologies$345,473,104$11,014,526 ▼-3.1%642,2030.2%TechnologyCOPConocoPhillips$343,042,533$6,714,298 ▼-1.9%2,741,0510.2%EnergyNEENextEra Energy$342,335,711$9,454,397 ▼-2.7%4,519,8800.2%UtilitiesCDNSCadence Design Systems$342,163,782$2,656,669 ▼-0.8%1,036,2790.2%TechnologyBLACKROCK INC$342,145,157$9,398,673 ▼-2.7%323,3000.2%COMBABoeing$336,715,523$7,844,984 ▼-2.3%1,809,8120.2%IndustrialsSCHWCharles Schwab$331,191,110$7,016,364 ▼-2.1%3,388,4910.2%FinanceTJXTJX Companies$327,883,762$12,198,850 ▼-3.6%2,478,1480.2%Consumer DiscretionaryCIRCLE INTERNET GROUP INC$326,292,058$64,520,952 ▲24.6%3,970,9390.2%COMPGRProgressive$318,459,049$11,344,418 ▲3.7%1,536,1490.2%FinanceBMYBristol Myers Squibb$316,554,763$1,193,587 ▼-0.4%5,072,9930.2%HealthcareShowing largest 100 holdings. 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