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CIK: 0001411530
Total reported value
$14.5B
$14.5B
775 檔
12.3%
According to the latest 13F quarterly dataset, Sumitomo Mitsui DS Asset Management Company, Ltd managed an equity portfolio of $14.5B at the end of Q3 2024, spanning 775 distinct U.S. exchange-listed positions.
In Q3 2024, Sumitomo Mitsui DS Asset Management Company, Ltd displayed an active expansion posture, initiating 0 new positions and adding to 43 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 775 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.32% | -0.50% | +3.94% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.84% | -0.06% | +4.31% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.33% | -0.20% | +1.66% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.61% | +0.15% | +4.34% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.07% | +0.25% | +1.21% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.78% | -0.28% | +3.46% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 1.70% | -0.08% | +3.20% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.53% | -0.08% | +3.41% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.53% | +0.77% | +4.07% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.37% | +0.02% | +3.60% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.31% | -0.04% | +1.91% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.18% | +0.03% | +3.25% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 1.17% | +0.49% | +3.50% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.16% | +0.13% | +2.62% | |
| 15 | URTH | Ishares Msci World ETF | ETF-Other | 1.15% | +0.15% | -5.83% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.11% | -0.01% | — | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.09% | -0.27% | -0.51% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.12% | +946.52% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.08% | -0.02% | — | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 0.98% | -0.12% | +4.27% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 0.98% | -0.18% | +3.81% | |
| 22 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.98% | -0.05% | +0.24% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.94% | -0.10% | +4.16% | |
| 24 | AXP | American Express Co | Stock-Financials | 0.93% | -0.06% | +4.68% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.91% | -0.03% | +4.43% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.90% | -0.37% | +4.59% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.13% | +3.55% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.36% | +3.44% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.07% | +5.44% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.78% | -0.01% | +1.43% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.76% | -0.05% | +10.13% | |
| 32 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.66% | +0.07% | -5.66% | |
| 33 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.65% | -0.04% | +10.86% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.64% | -0.60% | EXIT | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.19% | +3.99% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.63% | -0.14% | +15.94% | |
| 37 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.63% | -0.04% | +4.19% | |
| 38 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.62% | -0.16% | -2.35% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.62% | +0.47% | +19.31% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | -0.01% | +3.89% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.53% | -0.06% | +3.65% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.09% | -3.01% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | — | +10.63% | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.46% | -0.04% | +4.74% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.45% | -0.06% | +2.98% | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.43% | -0.03% | +3.12% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | — | +6.64% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.41% | -0.07% | +3.29% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.41% | -0.03% | +3.25% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.41% | -0.03% | +4.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.2% | +4.31% | Add |
| 2 | TSLA | Tesla Inc | +0.2% | +4.43% | Add |
| 3 | HD | Home Depot Inc | +0.2% | +3.20% | Add |
| 4 | WMB | Williams Cos Inc | +0.2% | +115.49% | Add |
| 5 | REET | Ishares Global Reit ETF | +0.1% | +71.47% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.1% | +3.46% | Add |
| 7 | IBM | Intl Business Machines CORP | +0.1% | +1.43% | Add |
| 8 | UNH | Unitedhealth Group Inc | +0.1% | +1.21% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | +3.50% | Add |
| 10 | AXP | American Express Co | +0.1% | +4.68% | Add |
| 11 | MMM | 3m Co | +0.1% | +3.49% | Add |
| 12 | MCD | Mcdonald's CORP | +0.1% | -0.51% | Trim |
| 13 | GLDM | Spdr Gold Minishares Trust | +0.1% | +10.86% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +5.44% | Add |
| 15 | WMT | Walmart Inc | +0.1% | +3.99% | Add |
| 16 | BND | Vanguard Total Bond Market | +0.1% | +19.31% | Add |
| 17 | TRV | Travelers Cos Inc/the | +0.1% | +4.19% | Add |
| 18 | ABBV | Abbvie Inc | +0.1% | +10.63% | Add |
| 19 | PM | Philip Morris International | +0.1% | +10.94% | Add |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +3.60% | Add |
| 21 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +15.94% | Add |
| 22 | ORCL | Oracle CORP | +0.1% | +4.16% | Add |
| 23 | ANETEUR | Arista Networks Inc | +0.1% | +33.18% | Add |
| 24 | REGN | Regeneron Pharmaceuticals | +0.1% | +38.92% | Add |
| 25 | JNJ | Johnson & Johnson | 0% | +3.55% | Add |
| 26 | NEE | Nextera Energy Inc | 0% | +2.39% | Add |
| 27 | WELL | Welltower Inc | 0% | +5.36% | Add |
| 28 | AVGO | Broadcom Inc | 0% | +946.52% | Add |
| 29 | KO | Coca-cola Co/the | 0% | +3.89% | Add |
| 30 | MA | Mastercard Inc - A | 0% | +3.65% | Add |
| 31 | ACN | Accenture plc | 0% | +3.29% | Add |
| 32 | SPGI | S&p Global Inc | 0% | +7.38% | Add |
| 33 | CSCO | Cisco Systems Inc | 0% | +3.16% | Add |
| 34 | NOW | Servicenow Inc | 0% | +3.12% | Add |
| 35 | EQIX | Equinix Inc | 0% | +2.07% | Add |
| 36 | CRM | Salesforce Inc | 0% | +3.81% | Add |
| 37 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 38 | PG | Procter & Gamble Co/the | — | +4.16% | Add |
| 39 | AMGN | Amgen Inc | 0% | +4.27% | Add |
| 40 | VGK | Vanguard Ftse Europe ETF | 0% | +0.24% | Add |
| 41 | JPM | Jpmorgan Chase & Co | 0% | +3.41% | Add |
| 42 | V | Visa Inc-class A Shares | 0% | +1.91% | Add |
| 43 | EW | Edwards Lifesciences CORP | -0.1% | -38.48% | Trim |
| 44 | LPLA | Lpl Financial Holdings Inc | -0.1% | -53.38% | Trim |
| 45 | TXN | Texas Instruments Inc | -0.1% | -22.10% | Trim |
| 46 | BA | Boeing Co/the | -0.1% | +4.74% | Add |
| 47 | ADI | Analog Devices Inc | -0.1% | -23.17% | Trim |
| 48 | IEMG | Ishares Core Msci Emerging | -0.2% | -42.23% | Trim |
| 49 | GOOG | Alphabet Inc-cl C | -0.2% | +3.25% | Add |
| 50 | GOOGL | Alphabet Inc-cl A | -0.2% | +4.07% | Add |
According to official SEC Form 13F filings, Sumitomo Mitsui DS Asset Management Company, Ltd reported a total U.S. public equity portfolio value of $14.5B across 775 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 12.3% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
MCD
前期市值: $85.4M
During Q3 2024, Sumitomo Mitsui DS Asset Management Company, Ltd's top holdings by market value included MSFT (5.3%)、AAPL (4.8%)、NVDA (4.3%). The largest single position, MSFT, represented 5.3% of total portfolio value.
In Q3 2024, Sumitomo Mitsui DS Asset Management Company, Ltd made 49 total portfolio adjustments, initiating 0 new buys, adding to 43 positions, trimming 6 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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