SEC 13F Intelligence

SUTNYSUMITOMO MITSUI TRUST GROUP

CUSIP 86562X106 · Yahoo Finance ↗ · Google Finance ↗

Sumitomo Mitsui Trust Group (SUTNY) has 8 institutional holders in Filings Flow’s 13F database, together reporting 1.24M shares worth $8M as of Q1 2026. The largest reported holders are Great Lakes Advisors, LLC, Hantz Financial Services, Inc., and Chicago Trust Co Na.

Institutional Holders
8
Q1 2026
Reported Value
$8M
Ticker
SUTNY
Quarters Tracked
12

Ownership Trend

Institutional holders
Q4 ’18: 4Q4 ’18Q1 ’19: 6Q2 ’19: 5Q2 ’19Q3 ’19: 5Q2 ’21: 5Q2 ’21Q4 ’21: 4Q4 ’22: 2Q4 ’22Q1 ’25: 8Q2 ’25: 10Q2 ’25Q3 ’25: 8Q4 ’25: 8Q4 ’25Q1 ’26: 8filingsflow.com
Total reported value
Q4 ’18: $22MQ4 ’18Q1 ’19: $22MQ2 ’19: $26MQ2 ’19Q3 ’19: $25MQ2 ’21: $25MQ2 ’21Q4 ’21: $361,000Q4 ’22: $322,830Q4 ’22Q1 ’25: $5MQ2 ’25: $6MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $8Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
CHICAGO TRUST Co NA$626M AUM0.09%$570,72392.6KQ1 2026
NBC SECURITIES, INC.$1.3B AUM0.04%$547,38588.8KQ1 2026
GREAT LAKES ADVISORS, LLC$12.1B AUM0.03%$4M580.7KQ1 2026
Brooklyn Investment Group$3.2B AUM0.01%$66,20112.5KQ2 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$108,08816.8KQ1 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$184,94930.0KQ1 2026
Salomon & Ludwin, LLC$1.1B AUM0.00%$7,8411.2KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$383,48559.6KQ1 2026
First Horizon Advisors, Inc.$3.8B AUM0.00%$2,082387Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.