SUMITOMO LIFE INSURANCE CO
SEC Form 13F institutional filer · CIK 0000937760
13F-HR · 228 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$3.41B
Top-10 concentration
77.2%
SUMITOMO LIFE INSURANCE CO — $3.41B AUM allocation strategy
SUMITOMO LIFE INSURANCE CO files SEC Form 13F and reports $3.41B of long US equity value across 228 reported holdings for 2026-03-31.
Its largest sector bet is Financials 45.0%, followed by Information Technology 9.0% and Communication Services 3.5%.
The top 10 holdings account for 77% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SUMITOMO LIFE INSURANCE CO — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$3.41B
total across 228 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
77% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +14.1M sh · +$534M+$IVV +83.4K sh · +$146M+$UBER +44.9K sh · +$1.58M
Biggest trims (shares)
−$IVZ −1.3M sh · −$28.3M−$NOW −72.6K sh · −$12.6M−$KKR −47.7K sh · −$6.98M
Exited to nil (held last quarter, gone now)
$ADP ($1.93M last qtr)$BR ($1.21M last qtr)$CSGP ($947K last qtr)$ELV ($697K last qtr)$PYPL ($435K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage42.3%—
- Semiconductors4.4%—
- Interactive Media & Services3.5%—
- Technology Hardware, Storage & Peripherals2.7%—
- Systems Software1.9%—
- Broadline Retail1.7%—
- Asset Management & Custody Banks1.1%—
- Pharmaceuticals1.1%—
- Other holdings41.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 46.4M | $1.42B | +14.1M | 41.7% |
| $NVDA | NVIDIA Corporation | 635K | $111M | +21.3K | 3.3% |
| $AAPL | Apple Inc | 354K | $89.9M | +40.8K | 2.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 258K | $74.2M | +14.2K | 2.2% |
| $MSFT | Microsoft Corporation | 178K | $65.8M | -11.9K | 1.9% |
| $AMZN | Amazon.com Inc | 270K | $56.3M | +3.97K | 1.7% |
| $AVGO | Broadcom Inc | 128K | $39.5M | +9.82K | 1.2% |
| $IVZ | Invesco Ltd | 1.87M | $38.2M | -1.3M | 1.1% |
| $LLY | Eli Lilly and Company | 39K | $35.9M | +6.45K | 1.1% |
…and 219 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.