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CIK: 0001475365
Total reported value
$175.1B
$175.1B
1052 檔
18.0%
The Q3 2024 SEC filing reveals that Sumitomo Mitsui Trust Group, Inc. held a total portfolio value of $175.1B, covering 1052 public equity positions.
In Q3 2024, Sumitomo Mitsui Trust Group, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 141 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1052 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.57% | +0.04% | +1.27% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.48% | -0.51% | +1.39% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.34% | -0.15% | -0.98% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.17% | +0.08% | +2.79% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.29% | -0.22% | +1.01% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | +0.31% | +1.88% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.55% | -0.01% | -5.06% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.48% | +0.10% | -2.66% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | +0.19% | +908.08% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.20% | +0.24% | +0.62% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.06% | +0.14% | +0.42% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.07% | +2.45% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | -0.06% | +3.87% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.32% | +0.09% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | — | +0.93% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.03% | -0.04% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.06% | +1.29% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.08% | +0.24% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 0.67% | -0.07% | +1.30% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.10% | +2.18% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.21% | +1.43% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 0.63% | -0.08% | +0.79% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.59% | -0.26% | -1.39% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.59% | -0.04% | +1.92% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.57% | +0.93% | +8.05% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | +0.02% | +0.95% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.04% | +0.67% | |
| 28 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.50% | -0.21% | — | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.49% | -0.05% | +3.47% | |
| 30 | LIN | Linde plc | Stock-Materials | 0.49% | -0.03% | +4.63% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.47% | -0.03% | +1.67% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.47% | -0.05% | -1.98% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.47% | -0.10% | -3.29% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.44% | -0.09% | +1.41% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.04% | +1.95% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.12% | +4.02% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.18% | -1.77% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | +0.01% | -1.36% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.09% | +1.14% | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.40% | +0.37% | +4.18% | |
| 41 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.40% | -0.06% | +2.28% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.39% | +0.06% | +1.51% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.21% | +5.70% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | +0.20% | -0.49% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | +0.01% | +1.34% | |
| 46 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.37% | +0.07% | -3.47% | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.37% | -0.03% | -0.16% | |
| 48 | PLD | Prologis Inc | Stock-Real Estate | 0.37% | -0.05% | -2.41% | |
| 49 | XYZ | Block Inc | Stock-Financials | 0.37% | +0.02% | -10.33% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.37% | -0.07% | -1.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +1.27% | Add |
| 2 | TSLA | Tesla Inc | +0.2% | -5.06% | Trim |
| 3 | META | Meta Platforms Inc-class A | +0.2% | +1.01% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.1% | +5.70% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.45% | Add |
| 6 | UNH | Unitedhealth Group Inc | +0.1% | +0.42% | Add |
| 7 | WMT | Walmart Inc | +0.1% | +1.43% | Add |
| 8 | HD | Home Depot Inc | +0.1% | -0.04% | Trim |
| 9 | IBM | Intl Business Machines CORP | +0.1% | +1.34% | Add |
| 10 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | New buy |
| 11 | ORCL | Oracle CORP | +0.1% | +1.95% | Add |
| 12 | MELI | Mercadolibre Inc | +0.1% | +3.25% | Add |
| 13 | MCD | Mcdonald's CORP | +0.1% | +1.14% | Add |
| 14 | WELL | Welltower Inc | +0.1% | +11.13% | Add |
| 15 | NU | Nu Holdings Ltd. | +0.1% | +83.90% | Add |
| 16 | IBKR | Interactive Brokers Gro-cl A | +0.1% | NEW | New buy |
| 17 | IAU | Ishares Gold Trust | +0.1% | +0.79% | Add |
| 18 | KO | Coca-cola Co/the | +0.1% | +1.92% | Add |
| 19 | PGR | Progressive CORP | +0.1% | -0.22% | Trim |
| 20 | PYPL | Paypal Holdings Inc | +0.1% | +12.91% | Add |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +55.29% | Add |
| 22 | FLUT | Flutter Entertainment plc | +0.1% | NEW | New buy |
| 23 | TEM | Tempus Ai Inc-cl A | +0.1% | +1591.23% | Add |
| 24 | MA | Mastercard Inc - A | 0% | +1.30% | Add |
| 25 | ABBV | Abbvie Inc | 0% | +0.95% | Add |
| 26 | CSCO | Cisco Systems Inc | 0% | +4.02% | Add |
| 27 | GE | General Electric | 0% | +1.99% | Add |
| 28 | EQIX | Equinix Inc | 0% | +4.87% | Add |
| 29 | CAT | Caterpillar Inc | 0% | -0.49% | Trim |
| 30 | PM | Philip Morris International | 0% | +4.45% | Add |
| 31 | SHOP | Shopify Inc - Class A | 0% | -2.32% | Trim |
| 32 | LMT | Lockheed Martin CORP | 0% | -0.02% | Trim |
| 33 | RTX | Rtx CORP | 0% | +1.34% | Add |
| 34 | SHW | Sherwin-williams Co/the | 0% | +8.92% | Add |
| 35 | SW | Smurfit Westrock Plc | 0% | NEW | New buy |
| 36 | ISRG | Intuitive Surgical Inc | 0% | +3.47% | Add |
| 37 | LIN | Linde plc | 0% | +4.63% | Add |
| 38 | GLDM | Spdr Gold Minishares Trust | 0% | — | Unchanged |
| 39 | TMO | Thermo Fisher Scientific Inc | 0% | +1.67% | Add |
| 40 | T | At&t Inc | 0% | +7.53% | Add |
| 41 | LOW | Lowe's Cos Inc | 0% | +1.16% | Add |
| 42 | AXP | American Express Co | 0% | +0.46% | Add |
| 43 | ACN | Accenture plc | 0% | -1.98% | Trim |
| 44 | BLKCHF | Blackrock Inc | 0% | +1.63% | Add |
| 45 | APH | Amphenol Corp-cl A | 0% | +25.22% | Add |
| 46 | CDNS | Cadence Design Sys Inc | 0% | +48.31% | Add |
| 47 | MMM | 3m Co | 0% | +0.24% | Add |
| 48 | NEE | Nextera Energy Inc | 0% | -2.21% | Trim |
| 49 | SBUX | Starbucks CORP | 0% | +1.59% | Add |
| 50 | CEG | Constellation Energy | 0% | +4.39% | Add |
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 1052 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 AAPL, MSFT, NVDA) accounted for 18.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
FERG
市值: $97.5M
Top Position Liquidated / Trimmed
TEL
前期市值: $112.3M
During Q3 2024, Sumitomo Mitsui Trust Group, Inc.'s top holdings by market value included AAPL (5.6%)、MSFT (5.5%)、NVDA (5.3%). The largest single position, AAPL, represented 5.6% of total portfolio value.
In Q3 2024, Sumitomo Mitsui Trust Group, Inc. made 199 total portfolio adjustments, initiating 5 new buys, adding to 141 positions, trimming 49 holdings, and fully liquidating 4 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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