SUMITOMO MITSUI TRUST HOLDINGS INC
Q3 2026 Form 13-F
CHIYODA-KU, TOKYO
CIK 0001475365
· CRD 137109
· Exempt reporting adviser
Holdings reported by
Nikko Asset Management Americas Inc since Q1 2024
Consolidated report · includes
6 managers
since Q2 2013
$174.4B Reported Value Total
Exempt Reporting Adviser
Discretionary Manager
Source: Form ADV filed 2019-10-30
Reported value
$174.4B
Quarter over quarter
+2.2%
Holdings
1,058
Top-10 concentration
34.5%
Reports holdings for
- SUMITOMO MITSUI TRUST BANK Ltd · File #028-13706 · since Q2 2013
- Nikko Asset Management Co Ltd · File #028-12975 · since Q2 2013
- Sumitomo Mitsui Trust Asset Management Co Ltd · File #028-13707 · since Q2 2013
- Amova Asset Management Asia Ltd (not a 13F filer in our records) · File #028-24227 · since Q2 2024
- Amova Asset Management UK Ltd (not a 13F filer in our records) · File #028-24226 · since Q2 2024
- AHAM Asset Management Berhad (not a 13F filer in our records) · File #028-27068 · since Q2 2026 · declared by one filing
Holdings reported by
- Nikko Asset Management Americas Inc · since Q1 2024
Key People
Form ADV owners & control persons
Joe Kwong-Yat Fong
CHIEF COMPLIANCE OFFICER
Norimasa Yoshida
MANAGING DIRECTOR
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
Loading 13F Metrics
Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 29, 2026 |
| Form | 13F-HR |
| Reported value | $174.4B |
| Positions | 1,058 |
| Change in reported value | -0.4% |
| New positions | 53 |
| Exited positions | 75 |
| Position turnover | 11.3% |
| Top-10 concentration | 34.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 29, 2026
|
1,058 | $174.4B |
|
Q2 2026 13F
Filed Jul 30, 2026
|
1,080 | $175.1B |
|
Q1 2026 13F
Filed Apr 30, 2026
|
1,047 | $154.5B |
|
Q4 2025 13F
Filed Jan 23, 2026
|
1,049 | $170.3B |
|
Q3 2025 13F
Filed Oct 27, 2025
|
1,050 | $173.8B |
|
Q2 2025 13F
Filed Jul 31, 2025
|
1,034 | $160.5B |
|
Q1 2025 13F
Filed Apr 25, 2025
|
1,031 | $141.5B |
|
Q4 2024 13F
Filed Jan 28, 2025
|
1,041 | $148.2B |
|
Q3 2024 13F
Filed Nov 5, 2024
|
1,052 | $144.3B |
|
Q2 2024 13F
Filed Jul 19, 2024
|
1,069 | $135.5B |
|
Q1 2024 13F
Filed Apr 19, 2024
|
1,118 | $145.7B |
|
Q4 2023 13F
Filed Jan 30, 2024
|
1,122 | $135.3B |
|
Q3 2023 13F
Filed Oct 30, 2023
|
1,131 | $121.8B |
|
Q2 2023 13F
Filed Jul 31, 2023
|
1,133 | $128.4B |
|
Q1 2023 13F
Filed Apr 27, 2023
|
1,146 | $134.2B |
|
Q4 2022 13F
Filed Jan 30, 2023
|
1,180 | $126.3B |
|
Q3 2022 13F
Filed Oct 21, 2022
|
1,199 | $121.7B |
|
Q2 2022 13F
Filed Jul 26, 2022
|
1,214 | $130.0B |
|
Q1 2022 13F
Filed Apr 27, 2022
|
1,173 | $150.2B |
|
Q4 2021 13F
Filed Feb 2, 2022
|
1,165 | $164.5B |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORP | $12.9B | 7.4% |
| 2 | AAPL APPLE INC | $10.8B | 6.18% |
| 3 | MSFT MICROSOFT CORP | $8.7B | 5.0% |
| 4 | AMZN AMAZON.COM INC | $6.1B | 3.47% |
| 5 | GOOGL ALPHABET INC-CL A | $4.6B | 2.63% |
| 6 | GOOG ALPHABET INC-CL C | $3.9B | 2.23% |
| 7 | AVGO BROADCOM INC | $3.9B | 2.22% |
| 8 | META META PLATFORMS INC-CLASS A | $3.8B | 2.16% |
| 9 | MU MICRON TECHNOLOGY INC | $2.9B | 1.68% |
| 10 | AMD ADVANCED MICRO DEVICES | $2.7B | 1.53% |
| 11 | TSLA TESLA INC | $2.6B | 1.52% |
| 12 | LLY ELI LILLY & CO | $2.1B | 1.22% |
| 13 | JPM JPMORGAN CHASE & CO | $1.9B | 1.08% |
| 14 | GLDM SPDR GOLD MINISHARES TRUST | $1.8B | 1.01% |
| 15 | BRK-B BERKSHIRE HATHAWAY INC-CL B | $1.6B | 0.92% |
| 16 | JNJ JOHNSON & JOHNSON | $1.4B | 0.83% |
| 17 | XOMZZZZ EXXONMOBIL HOLDINGS CORP | $1.4B | 0.82% |
| 18 | V VISA INC-CLASS A SHARES | $1.4B | 0.81% |
| 19 | INTC INTEL CORP | $1.3B | 0.72% |
| 20 | IAUM ISHARES GOLD TRUST MICRO | $1.2B | 0.72% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.