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Sumitomo Mitsui Trust Holdings, Inc. Top Holdings and 13F Report (2025)

About Sumitomo Mitsui Trust Holdings, Inc.

Investment Activity

  • Sumitomo Mitsui Trust Holdings, Inc. has $160.50 billion in total holdings as of June 30, 2025.
  • Sumitomo Mitsui Trust Holdings, Inc. owns shares of 1,034 different stocks, but just 191 companies or ETFs make up 80% of its holdings.
  • Approximately 3.06% of the portfolio was purchased this quarter.
  • About 1.77% of the portfolio was sold this quarter.
  • This quarter, Sumitomo Mitsui Trust Holdings, Inc. has purchased 1,031 new stocks and bought additional shares in 603 stocks.
  • Sumitomo Mitsui Trust Holdings, Inc. sold shares of 344 stocks and completely divested from 45 stocks this quarter.

Largest Holdings

NVIDIA
$10,261,503,585
Microsoft
$9,397,783,006
Apple
$7,491,054,607
Amazon.com
$5,782,039,904
Meta Platforms
$4,321,515,474

Largest New Holdings this Quarter

172573107 - CIRCLE INTERNET GROUP INC
$61,650,384 Holding
922908363 - Vanguard S&P 500 ETF
$43,860,436 Holding
36831E108 - GCM Grosvenor
$43,384,275 Holding
21873S108 - COREWEAVE INC-CL A
$34,284,017 Holding
773121108 - ROCKET LAB CORP
$33,184,902 Holding

Largest Purchases this Quarter

Microsoft
402,091 shares (about $200.00M)
O'Reilly Automotive
2,048,453 shares (about $184.63M)
NVIDIA
1,167,236 shares (about $184.41M)
Amazon.com
786,989 shares (about $172.66M)
Mastercard
219,016 shares (about $123.07M)

Largest Sales this Quarter

Robinhood Markets
3,124,621 shares (about $292.56M)
PALANTIR TECHNOLOGIES INC-A
1,274,771 shares (about $173.78M)
iShares Gold Trust
2,177,892 shares (about $135.81M)
Roblox
1,130,732 shares (about $118.95M)
UiPath
6,928,956 shares (about $88.69M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSumitomo Mitsui Trust Holdings, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$10,261,503,585$184,411,616 1.8%64,950,3366.4%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$9,397,783,006$200,004,084 2.2%18,893,4345.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$7,491,054,607$119,942,998 1.6%36,511,4524.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,782,039,904$172,657,517 3.1%26,355,0753.6%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,321,515,474$46,714,454 1.1%5,854,9982.7%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$3,292,758,882$71,025,909 2.2%11,945,4342.1%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$2,697,372,724$50,045,745 1.9%8,491,3831.7%Auto/Tires/Trucks
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,516,176,165$32,393,189 1.3%14,277,7971.6%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$2,291,863,722$21,763,624 1.0%12,919,9151.4%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,965,008,820$16,244,527 0.8%6,777,9961.2%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,643,178,718$51,260,879 3.2%3,382,6271.0%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$1,630,203,297$20,263,715 1.3%1,217,3601.0%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$1,582,196,178$11,457,108 0.7%4,456,2631.0%Business Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,506,910,223$15,861,876 -1.0%1,933,1010.9%Medical
PALANTIR TECHNOLOGIES INC-A
$1,217,074,366$173,776,783 -12.5%8,928,0690.8%COM
Mastercard Incorporated stock logo
MA
Mastercard
$1,212,263,609$123,073,851 11.3%2,157,2830.8%Business Services
Walmart Inc. stock logo
WMT
Walmart
$1,124,202,572$5,244,235 -0.5%11,497,2650.7%Retail/Wholesale
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,113,956,259$19,928,986 1.8%10,333,5460.7%Energy
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,085,650,369$21,873,714 2.1%1,096,6830.7%Retail/Wholesale
Oracle Corporation stock logo
ORCL
Oracle
$1,017,608,525$37,730,728 3.9%4,654,4780.6%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$982,930,605$135,813,345 -12.1%15,762,1970.6%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$978,693,838$28,117,112 3.0%6,142,9440.6%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$970,639,436$17,835,569 1.9%2,647,3910.6%Retail/Wholesale
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$956,349,1830.0%14,596,2940.6%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$940,583,940$17,315,129 1.9%6,157,6690.6%Medical
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$925,365,450$54,948,771 -5.6%2,640,2050.6%Finance
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$893,948,248$292,558,264 -24.7%9,547,6690.6%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$890,898,032$75,079,948 9.2%2,855,7170.6%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$807,311,244$74,432,935 10.2%5,689,2970.5%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$783,758,889$42,305,358 5.7%16,562,9520.5%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$781,107,315$12,002,297 -1.5%1,437,4180.5%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$777,694,527$15,984,295 2.1%4,189,7130.5%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$760,143,307$24,778,859 -3.2%10,956,2310.5%Computer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$742,923,181$47,297,262 6.8%2,724,4240.5%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$738,498,774$7,291,089 1.0%2,505,2540.5%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$722,351,274$4,498,356 0.6%10,209,9120.5%Consumer Staples
LINDE PLC
$714,625,418$18,599,234 2.7%1,523,1370.4%COM
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$708,193,759$32,960,625 -4.4%1,000,6270.4%Finance
GE Aerospace stock logo
GE
GE Aerospace
$643,133,186$34,971,837 -5.2%2,498,6720.4%Aerospace
Roblox Corporation stock logo
RBLX
Roblox
$641,560,412$118,953,006 -15.6%6,098,4830.4%Consumer Discretionary
Intuit Inc. stock logo
INTU
Intuit
$624,904,854$27,700,159 4.6%793,3990.4%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$614,689,925$15,011,499 2.5%106,1780.4%Retail/Wholesale
The Walt Disney Company stock logo
DIS
Walt Disney
$609,188,088$25,051,632 4.3%4,912,4110.4%Consumer Discretionary
Shopify Inc. stock logo
SHOP
Shopify
$603,425,495$25,241,925 4.4%5,231,2570.4%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$601,586,388$13,800,670 2.3%7,508,5670.4%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$598,729,080$6,720,787 1.1%2,049,2490.4%Retail/Wholesale
Chevron Corporation stock logo
CVX
Chevron
$594,323,841$3,494,266 -0.6%4,150,5960.4%Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$588,680,939$11,946,748 2.1%7,436,5960.4%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$582,032,383$32,146,894 5.8%1,499,2720.4%Industrials
Philip Morris International Inc. stock logo
PM
Philip Morris International
$578,445,062$11,555,784 2.0%3,176,0010.4%Consumer Staples
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$578,289,821$36,697,689 6.8%6,198,1760.4%Computer and Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$576,645,187$7,574,300 -1.3%220,6300.4%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$562,882,689$19,933,218 3.7%4,138,5390.4%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$559,051,493$4,993,438 -0.9%3,510,3070.3%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$546,601,179$8,413,908 1.6%4,434,8980.3%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$541,284,969$407,385 -0.1%1,399,1030.3%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$520,790,213$18,622,063 3.7%2,844,7600.3%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$517,608,332$71,458,631 16.0%11,962,2910.3%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$517,577,054$6,767,764 1.3%17,884,4870.3%Computer and Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$512,036,469$1,132,729 -0.2%1,434,3160.3%Industrials
ServiceNow, Inc. stock logo
NOW
ServiceNow
$509,190,547$10,737,268 2.2%495,2830.3%Computer and Technology
American Express Company stock logo
AXP
American Express
$508,665,604$4,209,260 0.8%1,594,6630.3%Finance
Amphenol Corporation stock logo
APH
Amphenol
$506,708,666$20,641,219 4.2%5,131,2270.3%Computer and Technology
Welltower Inc. stock logo
WELL
Welltower
$502,747,985$24,982,355 5.2%3,270,3310.3%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$499,375,808$3,677,182 0.7%3,782,0040.3%Consumer Staples
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$480,553,930$33,634 0.0%2,314,5840.3%Computer and Technology
Spotify Technology stock logo
SPOT
Spotify Technology
$479,589,802$45,469,499 -8.7%625,0030.3%Computer and Technology
The Progressive Corporation stock logo
PGR
Progressive
$476,220,476$24,805,971 -5.0%1,784,5330.3%Finance
Accenture PLC stock logo
ACN
Accenture
$475,253,033$19,775,160 4.3%1,590,0600.3%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$475,218,212$9,670,997 2.1%1,702,0100.3%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$455,681,087$2,223,137 0.5%1,123,8620.3%Medical
RTX Corporation stock logo
RTX
RTX
$453,301,422$17,444,133 4.0%3,104,3790.3%Aerospace
Prologis, Inc. stock logo
PLD
Prologis
$444,271,915$7,576,209 1.7%4,226,3310.3%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$440,795,031$2,775,930 0.6%1,892,7990.3%Multi-Sector Conglomerates
Equinix, Inc. stock logo
EQIX
Equinix
$427,209,550$22,258,842 5.5%537,0530.3%Finance
Synopsys, Inc. stock logo
SNPS
Synopsys
$422,231,969$19,527,469 4.8%823,5780.3%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$422,187,864$9,676,095 2.3%2,014,9280.3%Aerospace
CrowdStrike stock logo
CRWD
CrowdStrike
$416,328,838$10,281,441 -2.4%817,4370.3%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$408,773,644$11,187,178 2.8%1,717,3920.3%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$407,657,767$12,915,758 3.3%2,063,6720.3%Medical
Morgan Stanley stock logo
MS
Morgan Stanley
$399,973,660$21,327,613 -5.1%2,839,5120.2%Finance
Comcast Corporation stock logo
CMCSA
Comcast
$398,728,966$7,548,970 1.9%11,172,0080.2%Consumer Discretionary
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$391,829,724$8,811,514 -2.2%2,135,6610.2%Finance
Roku, Inc. stock logo
ROKU
Roku
$391,263,165$26,131,982 -6.3%4,451,7370.2%Consumer Discretionary
S&P Global Inc. stock logo
SPGI
S&P Global
$386,112,321$726,606 -0.2%732,2580.2%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$384,848,235$4,805,561 -1.2%1,880,6110.2%Computer and Technology
Deere & Company stock logo
DE
Deere & Company
$384,498,781$24,703,461 -6.0%756,1580.2%Industrials
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$384,491,173$9,079,260 2.4%3,579,6590.2%Medical
Citigroup Inc. stock logo
C
Citigroup
$381,524,609$7,884,836 -2.0%4,482,1970.2%Financial Services
Pfizer Inc. stock logo
PFE
Pfizer
$378,171,052$59,799,329 18.8%15,601,1160.2%Medical
BLACKROCK INC
$375,262,164$3,226,444 0.9%357,6480.2%COM
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$366,124,892$23,404,324 6.8%3,302,2900.2%Medical
Elevance Health, Inc. stock logo
ELV
Elevance Health
$363,694,714$33,291,086 10.1%935,0440.2%Medical
GE VERNOVA INC
$358,465,789$2,106,017 0.6%677,4370.2%COM
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$357,411,259$7,641,350 2.2%3,917,2650.2%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$337,618,825$5,561,722 1.7%4,863,4230.2%Utilities
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$334,354,018$4,073,069 1.2%1,006,5750.2%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$332,057,077$3,344,850 1.0%2,688,9390.2%Retail/Wholesale
Union Pacific Corporation stock logo
UNP
Union Pacific
$329,192,712$7,026,413 2.2%1,430,7750.2%Transportation
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$325,948,436$6,286,568 2.0%1,057,7590.2%Computer and Technology

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