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CIK: 0001475365
Total reported value
$175.1B
$175.1B
1041 檔
19.5%
During the Q4 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 1041 reported positions.
Sumitomo Mitsui Trust Group, Inc. executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 6 holdings and trimming 100 positions.
Showing top 200 holdings (of 1041 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.05% | +0.04% | +3.83% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.77% | -0.15% | +0.29% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.21% | -0.51% | -0.40% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.73% | +0.08% | +2.42% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.27% | -0.22% | -0.64% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.15% | -0.01% | -7.64% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.78% | +0.31% | +0.24% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.76% | +0.19% | -0.91% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.65% | +0.10% | +0.24% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.06% | -3.12% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.01% | +0.24% | -0.87% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.07% | +0.24% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | — | +9.33% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.89% | +0.14% | +0.47% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.32% | -2.39% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 0.71% | -0.26% | -2.10% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.21% | +0.02% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | -0.07% | -0.65% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.03% | +0.72% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.06% | +1.71% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.10% | +0.06% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.61% | -0.21% | -20.43% | |
| 23 | IAU | Ishares Gold Trust | ETF-Commodities | 0.59% | -0.08% | -3.04% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.08% | -0.29% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 0.55% | -0.10% | -1.25% | |
| 26 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.54% | -0.05% | +5.05% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | -0.04% | +1.41% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.04% | +18.84% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.02% | -0.14% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | -0.04% | +10.33% | |
| 31 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.48% | -0.06% | -10.83% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | +0.01% | +1.83% | |
| 33 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.46% | -0.21% | -5.80% | |
| 34 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.44% | +0.07% | -23.76% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.43% | +0.93% | +4.91% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.12% | -8.98% | |
| 37 | LIN | Linde plc | Stock-Materials | 0.42% | -0.03% | -0.08% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.42% | -0.05% | +5.49% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.18% | -0.34% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | -0.09% | -0.34% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.39% | -0.03% | +1.32% | |
| 42 | XYZ | Block Inc | Stock-Financials | 0.38% | +0.02% | -14.90% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.38% | +0.01% | -1.50% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.37% | -0.09% | -2.69% | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.37% | -0.04% | -0.38% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.36% | +0.01% | -0.65% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.36% | +0.06% | +6.73% | |
| 48 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.36% | -0.05% | -14.42% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.36% | -0.07% | +1.29% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.36% | -0.04% | -4.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.6% | -7.64% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.6% | +2.42% | Add |
| 3 | AAPL | Apple Inc | +0.5% | +3.83% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +0.29% | Add |
| 5 | AVGO | Broadcom Inc | +0.4% | -0.91% | Trim |
| 6 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 7 | PLTR | Palantir Technologies Inc-a | +0.2% | -20.43% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.24% | Add |
| 9 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +0.24% | Add |
| 11 | V | Visa Inc-class A Shares | +0.2% | +9.33% | Add |
| 12 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 13 | NFLX | Netflix Inc | +0.1% | -2.10% | Trim |
| 14 | SPOT | Spotify Technology S.A. | +0.1% | +45.71% | Add |
| 15 | CRM | Salesforce Inc | +0.1% | -1.25% | Trim |
| 16 | COIN | Coinbase Global Inc -class A | +0.1% | -10.83% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -3.12% | Trim |
| 18 | HOOD | Robinhood Markets Inc - A | +0.1% | -23.76% | Trim |
| 19 | APP | Applovin Corp-class A | +0.1% | +9.18% | Add |
| 20 | EMR | Emerson Electric Co | +0.1% | +50.11% | Add |
| 21 | TEL | TE Connectivity plc | +0.1% | +2330.33% | Add |
| 22 | ORCL | Oracle CORP | +0.1% | +18.84% | Add |
| 23 | MANH | Manhattan Associates Inc | +0.1% | +275.64% | Add |
| 24 | BA | Boeing Co/the | +0.1% | +19.46% | Add |
| 25 | WMT | Walmart Inc | +0.1% | +0.02% | Add |
| 26 | DIS | Walt Disney Co/the | +0.1% | +3.80% | Add |
| 27 | WFC | Wells Fargo & Co | +0.1% | -4.48% | Trim |
| 28 | NOW | Servicenow Inc | +0.1% | -0.38% | Trim |
| 29 | ISRG | Intuitive Surgical Inc | +0.1% | +5.05% | Add |
| 30 | MRVL | Marvell Technology Inc | +0.1% | +0.27% | Add |
| 31 | FCNCA | First Citizens Bcshs -cl A | +0.1% | +128.43% | Add |
| 32 | BAC | Bank Of America CORP | 0% | +1.83% | Add |
| 33 | BKNG | Booking Holdings Inc | 0% | -1.62% | Trim |
| 34 | SHW | Sherwin-williams Co/the | 0% | +47.46% | Add |
| 35 | GS | Goldman Sachs Group Inc | 0% | -1.50% | Trim |
| 36 | MS | Morgan Stanley | 0% | +2.65% | Add |
| 37 | ILMN | Illumina Inc | 0% | +116.91% | Add |
| 38 | GEV | GE Vernova Inc | 0% | +8.53% | Add |
| 39 | MSTR | Strategy Inc | 0% | +20.96% | Add |
| 40 | SHOP | Shopify Inc - Class A | 0% | -14.42% | Trim |
| 41 | ACHR | Archer Aviation Inc-a | 0% | -13.60% | Trim |
| 42 | APTV | Aptiv PLC | 0% | NEW | New buy |
| 43 | SCHW | Schwab (charles) CORP | 0% | +5.82% | Add |
| 44 | CVNA | Carvana Co | 0% | +8600.63% | Add |
| 45 | AXON | Axon Enterprise Inc | 0% | +13.49% | Add |
| 46 | CRWD | Crowdstrike Holdings Inc - A | 0% | -3.63% | Trim |
| 47 | SMCI | Super Micro Computer Inc | 0% | NEW | New buy |
| 48 | SOFI | Sofi Technologies Inc | 0% | -23.03% | Trim |
| 49 | APO | Apollo Global Management Inc | 0% | +0.73% | Add |
| 50 | RDDT | Reddit Inc-cl A | 0% | -17.40% | Trim |
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 1041 disclosed positions in Q4 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, NVDA, MSFT) accounted for 19.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $360.9M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $334.9M
During Q4 2024, Sumitomo Mitsui Trust Group, Inc.'s top holdings by market value included AAPL (6.0%)、NVDA (5.8%)、MSFT (5.2%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q4 2024, Sumitomo Mitsui Trust Group, Inc. made 200 total portfolio adjustments, initiating 5 new buys, adding to 89 positions, trimming 100 holdings, and fully liquidating 6 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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