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CIK: 0001475365
Total reported value
$175.1B
$175.1B
1118 檔
16.1%
During the Q1 2024 filing period, Sumitomo Mitsui Trust Group, Inc. (CIK: 0001475365) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $175.1B across 1118 reported positions.
During Q1 2024, Sumitomo Mitsui Trust Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1118 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.59% | -0.51% | -0.44% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.30% | +0.04% | -5.10% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.28% | -0.15% | -1.87% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.07% | +0.08% | +4.39% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.06% | -0.22% | +0.14% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.53% | +0.31% | -0.23% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.47% | +0.10% | -1.95% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.19% | -0.01% | +12.90% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | +0.19% | -1.85% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.11% | +0.24% | -0.88% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.06% | -3.39% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.92% | +0.14% | -0.11% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.07% | +0.05% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.32% | -0.51% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | — | -1.51% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.03% | -0.04% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.08% | -0.62% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 0.70% | -0.07% | -0.46% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.06% | -0.10% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | -0.04% | +4.37% | |
| 21 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.62% | -0.06% | -37.85% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 0.61% | -0.08% | -1.50% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.59% | +0.93% | -8.48% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.10% | +0.80% | |
| 25 | XYZ | Block Inc | Stock-Financials | 0.57% | +0.02% | -5.98% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.57% | -0.10% | -2.48% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.56% | -0.26% | -0.98% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.02% | -1.38% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.21% | +184.13% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | -0.04% | -0.75% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.18% | -2.27% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.47% | -0.05% | -0.18% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.09% | +0.75% | |
| 34 | LIN | Linde plc | Stock-Materials | 0.47% | -0.03% | +1.89% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.46% | -0.03% | -0.73% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.46% | -0.07% | -2.55% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | +0.01% | -0.60% | |
| 38 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.42% | -0.21% | — | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.05% | +3.34% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.09% | -4.12% | |
| 41 | PLD | Prologis Inc | Stock-Real Estate | 0.41% | -0.05% | -2.21% | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.40% | +0.37% | -6.00% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.40% | +0.06% | +0.76% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | +0.12% | -1.68% | |
| 45 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.40% | -0.05% | -10.26% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.40% | -0.03% | -1.56% | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.40% | -0.05% | -1.22% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | +0.20% | -0.48% | |
| 49 | INTU | Intuit Inc | Stock-Tech | 0.38% | -0.09% | -4.84% | |
| 50 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.36% | +0.07% | -10.54% |
According to official SEC Form 13F filings, Sumitomo Mitsui Trust Group, Inc. reported a total U.S. public equity portfolio value of $175.1B across 1118 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 16.1% of total reported equity market value during Q1 2024.
During Q1 2024, Sumitomo Mitsui Trust Group, Inc.'s top holdings by market value included MSFT (5.6%)、AAPL (4.3%)、NVDA (4.3%). The largest single position, MSFT, represented 5.6% of total portfolio value.
In Q1 2024, Sumitomo Mitsui Trust Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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