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Livermore
Livermore
ZHEN

Sumitomo Mitsui Trust Holdings, Inc.

SEC CIK
0001475365
Latest filing
Jul 30, 2026

The latest 13F from Sumitomo Mitsui Trust Holdings, Inc. covers Q2 2026 (filed Jul 30, 2026): 1,080 long positions worth $175.1B. The top 10 holdings make up 32.2% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 6.7%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
84
Est. +$1.15B
Added
350
Est. +$2.43B
Reduced
582
Est. −$4.98B
Sold out
51
Est. −$634.5M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    6.7%$11.7BHistory
  2. AAPLApple Inc.
    5.5%$9.63BHistory
  3. MSFTMicrosoft Corp
    3.7%$6.52BHistory
  4. AMZNAmazon Com Inc
    3.4%$5.95BHistory
  5. GOOGLAlphabet Inc.
    2.8%$4.85BHistory

Share of portfolio

Top 5 holdings and the other 1,075 positions, by share of portfolio value

  1. NVDA6.7%
  2. AAPL5.5%
  3. MSFT3.7%
  4. AMZN3.4%
  5. GOOGL2.8%
  6. Other 1,075 positions77.9%

Biggest buys

New and added positions, by estimated amount bought

  1. SPCXSpace Exploration Technologies Corp
    +$388.5MNewHistory
  2. HONHoneywell International Inc
    +$208.9MNewHistory
  3. LLYEli Lilly & Co
    +$144.0MAddedHistory
  4. GOOGLAlphabet Inc.
    +$129.2MAddedHistory
  5. GLDMWorld Gold Trust
    +$116.2MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AMATApplied Materials Inc
    +0.37 pp0.4% → 0.8%History
  2. GOOGLAlphabet Inc.
    +0.31 pp2.5% → 2.8%History
  3. LLYEli Lilly & Co
    +0.24 pp1.1% → 1.3%History
  4. SPCXSpace Exploration Technologies Corp
    +0.22 pp0.0% → 0.2%History
  5. MRVLMarvell Technology, Inc.
    +0.21 pp0.1% → 0.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. NVDANVIDIA Corp
    −$420.4MReducedHistory
  2. HONHoneywell International Inc
    −$405.0MSold outHistory
  3. TERTeradyne, Inc
    −$283.8MReducedHistory
  4. AMDAdvanced Micro Devices Inc
    −$220.8MReducedHistory
  5. MUMicron Technology Inc
    −$184.5MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. MSFTMicrosoft Corp
    −0.51 pp4.2% → 3.7%History
  2. XOMExxonMobil Holdings Corp
    −0.32 pp1.0% → 0.7%History
  3. HONHoneywell International Inc
    −0.26 pp0.3% → 0.0%History
  4. NFLXNetflix Inc
    −0.26 pp0.7% → 0.5%History
  5. PLTRPalantir Technologies Inc.
    −0.21 pp0.7% → 0.5%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$175.1B
+$20.6B (+13.3%) vs. prior quarter
Positions
1,080
+33 vs. prior quarter
Top 10 concentration
32.2%
Top 10 as share of value
Turnover
2.2%
Q2 2026, one quarter
Average holding period
20.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $175.1B (Q2 2026)

Q1 2021: $160.0BQ2 2021: $169.1BQ3 2021: $160.6BQ4 2021: $164.5BQ1 2022: $150.2BQ2 2022: $130.0BQ3 2022: $121.7BQ4 2022: $126.3BQ1 2023: $134.2BQ2 2023: $128.4BQ3 2023: $121.8BQ4 2023: $135.3BQ1 2024: $145.7BQ2 2024: $135.5BQ3 2024: $144.3BQ4 2024: $148.2BQ1 2025: $141.5BQ2 2025: $160.5BQ3 2025: $173.8BQ4 2025: $170.3BQ1 2026: $154.5BQ2 2026: $175.1B
Q1 2021Q2 2026
13F filings of Sumitomo Mitsui Trust Holdings, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 30, 20261,080$175.1BNVDAAAPLMSFTvs. Q1 2026SEC
Q1 2026Apr 30, 20261,047$154.5BNVDAAAPLMSFTvs. Q4 2025SEC
Q4 2025Jan 23, 20261,049$170.3BNVDAAAPLMSFTvs. Q3 2025SEC
Q3 2025Oct 27, 20251,050$173.8BNVDAMSFTAAPLvs. Q2 2025SEC
Q2 2025Jul 31, 20251,034$160.5BNVDAMSFTAAPLvs. Q1 2025SEC
Q1 2025Apr 25, 20251,031$141.5BAAPLMSFTNVDAvs. Q4 2024SEC
Q4 2024Jan 28, 20251,041$148.2BAAPLNVDAMSFTvs. Q3 2024SEC
Q3 2024Nov 5, 20241,052$144.3BAAPLMSFTNVDAvs. Q2 2024SEC
Q2 2024Jul 19, 20241,069$135.5BMSFTNVDAAAPLvs. Q1 2024SEC
Q1 2024Apr 19, 20241,118$145.7BMSFTAAPLNVDAvs. Q4 2023SEC
Q4 2023Jan 30, 20241,122$135.3BAAPLMSFTAMZNvs. Q3 2023SEC
Q3 2023Oct 30, 20231,131$121.8BAAPLMSFTNVDAvs. Q2 2023SEC
Q2 2023Jul 31, 20231,133$128.4BAAPLMSFTAMZNvs. Q1 2023SEC
Q1 2023Apr 27, 20231,146$134.2BAAPLMSFTAMZNvs. Q4 2022SEC
Q4 2022Jan 30, 20231,180$126.3BAAPLMSFTAMZNvs. Q3 2022SEC
Q3 2022Oct 21, 20221,199$121.7BAAPLMSFTAMZNvs. Q2 2022SEC
Q2 2022Jul 26, 20221,214$130.0BAAPLMSFTAMZNvs. Q1 2022SEC
Q1 2022Apr 27, 20221,173$150.2BAAPLMSFTAMZNvs. Q4 2021SEC
Q4 2021Feb 2, 20221,165$164.5BAAPLMSFTAMZNvs. Q3 2021SEC
Q3 2021Oct 25, 20211,182$160.6BAAPLMSFTAMZNvs. Q2 2021SEC
Q2 2021Aug 2, 20211,182$169.1BAAPLMSFTAMZNvs. Q1 2021SEC
Q1 2021Apr 30, 20211,152$160.0BAAPLMSFTAMZN–SEC

13D and 13G filings

Companies where Sumitomo Mitsui Trust Holdings, Inc. reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

3 companies, largest stake first.

Companies where Sumitomo Mitsui Trust Holdings, Inc. owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
ARCTArcturus Therapeutics Holdings Inc.13G/A7.20%1.95M shares+0.10 ppfrom 7.10%Feb 4, 20226 filingsOct 27, 2025SEC
GCMGGCM Grosvenor Inc.13G/A6.20%3.75M shares−1.30 ppfrom 7.50%Jul 31, 20252 filingsApr 30, 2026SEC
IXOrix Corp13G/A5.00%55.8M shares–Feb 5, 20215 filingsJul 23, 2026SEC

Latest filings

144 filings on file made by Sumitomo Mitsui Trust Holdings, Inc. or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Sumitomo Mitsui Trust Holdings, Inc.
CompanyFiled (ET)FormStakeChangeEvent dateFiling
IXOrix CorpJul 23, 20266:01 AM ET13G/A5.00%55.8M shares–Jun 30, 2026SEC
GCMGGCM Grosvenor Inc.Apr 30, 20266:04 AM ET13G/A6.20%3.75M shares−1.30 ppfrom 7.50%Mar 31, 2026SEC
SDGRSchrodinger, Inc.Apr 30, 20266:04 AM ET13G/A4.90%3.19M shares−2.20 ppfrom 7.10%Below 5%Mar 31, 2026SEC
NMRNomura Holdings IncFeb 5, 20266:03 AM ET13G/A4.90%155.7M shares–Below 5%Dec 31, 2025SEC
IBTAIbotta, Inc.Feb 5, 20266:01 AM ET13G/A1.50%341.3K shares−3.60 ppfrom 5.10%Below 5%Dec 31, 2025SEC
NXDRNextdoor Holdings, Inc.Feb 5, 20266:00 AM ET13G/A4.90%11.9M shares−0.80 ppfrom 5.70%Below 5%Dec 31, 2025SEC
SDGRSchrodinger, Inc.Oct 27, 20256:57 AM ET13G/A7.10%4.55M shares+1.60 ppfrom 5.50%Sep 30, 2025SEC
NXDRNextdoor Holdings, Inc.Oct 27, 20256:57 AM ET13G5.70%13.7M shares+1.60 ppfrom 4.10%Sep 30, 2025SEC
ARCTArcturus Therapeutics Holdings Inc.Oct 27, 20256:57 AM ET13G/A7.20%1.95M shares+0.10 ppfrom 7.10%Sep 30, 2025SEC
TXG10x Genomics, Inc.Oct 27, 20256:57 AM ET13G/A4.70%5.38M shares−0.70 ppfrom 5.40%Below 5%Sep 30, 2025SEC
IBTAIbotta, Inc.Oct 27, 20256:57 AM ET13G5.10%1.28M sharesNewSep 30, 2025SEC
MUFGMitsubishi Ufj Financial Group IncJul 31, 20256:14 AM ET13G/A4.90%595.5M shares−0.10 ppfrom 5.00%Below 5%Jun 30, 2025SEC
GCMGGCM Grosvenor Inc.Jul 31, 20256:10 AM ET13G7.50%3.75M sharesNewJun 30, 2025SEC
TXG10x Genomics, Inc.Jul 31, 20256:07 AM ET13G5.40%6.01M shares+0.40 ppfrom 5.00%Jun 30, 2025SEC
TXG10x Genomics, Inc.Apr 25, 20256:22 AM ET13G/A5.00%5.36M shares–Mar 31, 2025SEC
ARCTArcturus Therapeutics Holdings Inc.Apr 25, 20256:18 AM ET13G/A7.10%1.93M shares–Mar 31, 2025SEC
ROKURoku, IncFeb 4, 20256:21 AM ET13G/A4.30%5.60M shares–Below 5%Dec 31, 2024SEC
QSIQuantum-Si IncFeb 4, 20256:19 AM ET13G/A4.80%5.97M shares–Below 5%Dec 31, 2024SEC
SDGRSchrodinger, Inc.Feb 4, 20256:18 AM ET13G5.50%3.51M sharesNewDec 31, 2024SEC
NXDRNextdoor Holdings, Inc.Feb 4, 20256:17 AM ET13G/A4.10%8.91M shares–Below 5%Dec 31, 2024SEC