Rakuten Investment Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Rakuten Investment Management, Inc. reported 637 stock positions worth $28.1 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 55.3% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 7.6%) and Schwab US DVD Equity ETF (SCHD, 4.0%).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0002062680
- Portfolio Value
- $28.1B (Q3 2025)
- SEC Filing
- 0000898432-25-000856 ↗ filed Oct 30, 2025
Holdings Value
Holdings 637 stocks · $28.1B
| VTI VG Morningstar TS MKT ETF-US | 55.30% | 47,479,738 | $15.5B | — |
| VT Vanguard Tot World STK ETF | 7.58% | 15,505,097 | $2.1B | — |
| SCHD Schwab US DVD Equity ETF | 4.01% | 41,592,034 | $1.1B | — |
| VXUS Vanguard Total Intl Stock | 3.92% | 15,070,900 | $1.1B | — |
| ORLY O'reilly Automotive Inc. | 2.19% | 3,389,453 | $616.4M | — |
| VOO Vanguard S&P 500 ETF | 1.88% | 867,009 | $529.0M | — |
| APP AppLovin Corp. Class A | 1.84% | 2,026,482 | $515.6M | — |
| MNST Monster Beverage Corp. | 1.83% | 999,381 | $514.3M | — |
| BF.B Brown-Forman Corp. Class B | 0.84% | 720,427 | $236.2M | — |
| MOH Molina Healthcare Inc. | 0.78% | 295,736 | $219.9M | — |
| VYM Vanguard High DVD Yield ETF | 0.71% | 1,418,554 | $199.3M | — |
| GOOG Alphabet Inc. Class C | 0.69% | 793,191 | $193.6M | — |
| TRV The Travelers Cos Inc. | 0.63% | 401,300 | $177.9M | — |
| MO Altria Group Inc. | 0.57% | 659,529 | $161.2M | — |
| KKR KKR & Co. Inc. | 0.37% | 325,663 | $102.8M | — |
| BIIB Biogen Inc. | 0.35% | 198,572 | $99.1M | — |
| NTRS Northern Trust Corp. | 0.30% | 69,287 | $83.6M | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.27% | 2,245,603 | $74.6M | — |
| IVV iShares Core S&P 500 ETF | 0.25% | 104,287 | $69.5M | — |
| EOG EOG Resources Inc. | 0.24% | 94,235 | $68.5M | — |
| WMB Williams Cos Inc. | 0.24% | 200,963 | $68.4M | — |
| PM Philip Morris International | 0.24% | 370,332 | $66.2M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 1,013,700 | $58.2M | — |
| FRT Federal Realty Invs Trust | 0.21% | 504,945 | $57.7M | — |
| MTD Mettler-Toledo International | 0.20% | 98,583 | $56.0M | — |
| PYPL PayPal Holdings Inc. | 0.20% | 196,987 | $55.7M | — |
| WDAY Workday Inc. Class A | 0.19% | 518,083 | $53.4M | — |
| KIM Kimco Realty Corp. | 0.18% | 284,184 | $51.6M | — |
| AMD Advanced Micro Devices | 0.18% | 311,078 | $50.2M | — |
| HUBB Hubbell Inc. | 0.17% | 117,436 | $47.8M | — |
| ABBV Abbvie Inc. | 0.17% | 208,510 | $46.5M | — |
| NET Cloudflare Inc. Class A | 0.16% | 646,163 | $43.8M | — |
| USRT iShares Core US REIT ETF | 0.15% | 741,871 | $43.2M | — |
| BDX Becton Dickinson and Co. | 0.15% | 817,069 | $42.8M | — |
| RL Ralph Lauren Corp. | 0.15% | 276,563 | $42.5M | — |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 768,628 | $41.5M | — |
| VMC Vulcan Materials Co. | 0.13% | 106,956 | $36.9M | — |
| GIS General Mills Inc. | 0.13% | 125,391 | $36.8M | — |
| MTSI Macom Technology Solutions H | 0.13% | 76,500 | $36.5M | — |
| CHD Church & Dwight Co. Inc. | 0.13% | 228,498 | $35.7M | — |
| MPWR Monolithic Power Systems Inc. | 0.13% | 214,264 | $35.1M | — |
| VCIT Vanguard Int-Term Corporate | 0.12% | 395,967 | $33.3M | — |
| RIVN Rivian Automotive Inc. Class A | 0.12% | 199,521 | $33.0M | — |
| LKQ LKQ Corp. | 0.11% | 244,644 | $32.1M | — |
| ZBH Zimmer Biomet Holdings Inc. | 0.11% | 378,752 | $32.1M | — |
| JNJ Johnson & Johnson | 0.11% | 45,468 | $31.6M | — |
| PFG Principal Financial Group | 0.11% | 223,450 | $31.3M | — |
| IQV Iqvia Holdings Inc. | 0.11% | 109,872 | $30.7M | — |
| COIN Coinbase Global Inc. Class A | 0.11% | 465,243 | $30.7M | — |
| TFC Truist Financial Corp. | 0.11% | 166,883 | $30.6M | — |
| ISRG Intuitive Surgical Inc. | 0.11% | 868,538 | $29.9M | — |
| PLD Prologis Inc. | 0.11% | 183,730 | $29.9M | — |
| HTHT H World Group Ltd.-ADR | 0.10% | 35,885 | $28.9M | — |
| BMY Bristol-Myers Squibb Co. | 0.10% | 5,287 | $28.8M | — |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.10% | 113,055 | $27.7M | — |
| LEN Lennar Corp. Class A | 0.10% | 25,866 | $27.5M | — |
| ABT Abbott Laboratories | 0.10% | 205,412 | $27.3M | — |
| COR Cencora Inc. | 0.09% | 55,442 | $26.1M | — |
| UAL United Airlines Holdings Inc. | 0.09% | 108,735 | $25.9M | — |
| SWKS Skyworks Solutions Inc. | 0.09% | 157,898 | $25.8M | — |
| MU Micron Technology Inc. | 0.09% | 84,284 | $25.5M | — |
| ADBE Adobe Inc. | 0.09% | 69,289 | $24.9M | — |
| WPC WP Carey Inc. | 0.09% | 212,445 | $24.4M | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.09% | 242,462 | $24.1M | — |
| APH Amphenol Corp. Class A | 0.09% | 87,926 | $24.1M | — |
| ADSK Autodesk Inc. | 0.08% | 845,685 | $23.7M | — |
| MHK Mohawk Industries Inc. | 0.08% | 296,006 | $23.3M | — |
| SCCO Southern Copper Corp. | 0.08% | 24,520 | $23.1M | — |
| NWSA News Corp. Class A | 0.08% | 142,652 | $23.0M | — |
| VEA Vanguard Ftse Developed ETF | 0.08% | 384,275 | $22.9M | — |
| CME Cme Group Inc. | 0.08% | 217,290 | $22.4M | — |
| PSX Phillips 66 | 0.08% | 108,874 | $22.2M | — |
| AFG American Financial Group Inc. | 0.08% | 64,728 | $22.2M | — |
| HUBS HubSpot Inc. | 0.08% | 103,779 | $21.7M | — |
| WEC WEC Energy Group Inc. | 0.08% | 497,671 | $21.5M | — |
| IEMG iShares Core MSCI Emerging | 0.08% | 323,684 | $21.3M | — |
| UDR Udr Inc. | 0.07% | 44,693 | $20.6M | — |
| BA The Boeing Co. | 0.07% | 17,117 | $20.1M | — |
| CVS CVS Health Corp. | 0.07% | 40,704 | $19.9M | — |
| SNOW Snowflake Inc. | 0.07% | 202,453 | $19.6M | — |
| GPC Genuine Parts Co. | 0.07% | 32,288 | $19.5M | — |
| BSX Boston Scientific Corp. | 0.07% | 89,421 | $19.4M | — |
| AVY Avery Dennison Corp. | 0.07% | 66,055 | $19.3M | — |
| ED Consolidated Edison Inc. | 0.07% | 601,840 | $19.0M | — |
| ULTA Ulta Beauty Inc. | 0.07% | 131,681 | $18.9M | — |
| NUE Nucor Corp. | 0.07% | 243,044 | $18.5M | — |
| SFD Smithfield Foods Inc. | 0.06% | 36,938 | $18.1M | — |
| ADI Analog Devices Inc. | 0.06% | 143,689 | $17.4M | — |
| CRWV Coreweave Inc. Class A | 0.06% | 50,960 | $17.0M | — |
| BR Broadridge Financial Solutio | 0.06% | 174,812 | $17.0M | — |
| RJF Raymond James Financial Inc. | 0.06% | 69,194 | $16.9M | — |
| EA Electronic Arts Inc. | 0.06% | 46,026 | $16.9M | — |
| CG The Carlyle Group Inc. | 0.06% | 75,508 | $16.9M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 210,559 | $16.8M | — |
| MAR Marriott International Class A | 0.06% | 66,151 | $16.8M | — |
| DTE DTE Energy Company | 0.06% | 61,361 | $16.7M | — |
| WFC Wells Fargo & Co. | 0.06% | 41,807 | $16.5M | — |
| PG The Procter & Gamble Co. | 0.06% | 672,229 | $16.0M | — |
| TDY Teledyne Technologies Inc. | 0.06% | 185,271 | $15.9M | — |
| COO The Cooper Cos Inc. | 0.06% | 165,424 | $15.5M | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 467 | $34.6B | VTI, VT, VXUS, SCHD, NVDA |
| Q1 2026 | 464 | $49.2B | VTI, VT, SCHD, VXUS, VOO |
| Q4 2025 | 607 | $29.7B | VTI, VT, SCHD, VXUS, NVDA |
| Q3 2025 | 637 | $28.1B | VTI, VT, SCHD, VXUS, ORLY |
| Q1 2025 | 694 | $21.8B | VTI, VT, SCHD, VXUS, VOO |
| Q3 2024 | 533 | $17.1B | VTI, VT, AAPL, NVDA, VYM |
| Q2 2024 | 536 | $15.2B | VTI, VT, NVDA, AAPL, VYM |
| Q1 2024 | 533 | $13.6B | VTI, VT, VYM, AAPL, NVDA |