Rakuten Investment Management, Inc.
All 13F Filings
- Location
- Tokyo, M0
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 29,692,270
- Description
- Tokyo based active public markets manager with a corporate governance structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and concentrated position governance for institutional portfolio mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through mandate level transparency and implementation consistency.
- Website
- https://www.rakuten.com/
- Founded
- 1997
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 607 | 29,692,270 | 13F-HR | Rakuten Investment Management, Inc. |
| Q3 2025 | 10/30/2025 | 637 | 28,096,723 | 13F-HR | Rakuten Investment Management, Inc. |
| Q1 2025 | 5/15/2025 | 694 | 21,847,289 | 13F-HR | Rakuten Investment Management, Inc. |
| Q3 2024 | 5/15/2025 | 533 | 17,122,285 | 13F-HR | Rakuten Investment Management, Inc. |
| Q2 2024 | 5/15/2025 | 536 | 15,239,410 | 13F-HR | Rakuten Investment Management, Inc. |
| Q1 2024 | 5/15/2025 | 533 | 13,635,355 | 13F-HR | Rakuten Investment Management, Inc. |
| Q4 2023 | 5/15/2025 | 527 | 11,395,280 | 13F-HR | Rakuten Investment Management, Inc. |
| Q3 2023 | 5/15/2025 | 21 | 9,660,709 | 13F-HR | Rakuten Investment Management, Inc. |
| Q2 2023 | 5/15/2025 | 21 | 9,344,942 | 13F-HR | Rakuten Investment Management, Inc. |
| Q1 2023 | 5/15/2025 | 21 | 8,300,222 | 13F-HR | Rakuten Investment Management, Inc. |
| Q4 2022 | 5/15/2025 | 21 | 7,314,264 | 13F-HR | Rakuten Investment Management, Inc. |
| Q3 2022 | 5/15/2025 | 21 | 6,139,470 | 13F-HR | Rakuten Investment Management, Inc. |
| Q2 2022 | 5/15/2025 | 20 | 5,907,834 | 13F-HR | Rakuten Investment Management, Inc. |
| Q1 2022 | 5/15/2025 | 17 | 6,332,648 | 13F-HR | Rakuten Investment Management, Inc. |
| Q4 2021 | 5/15/2025 | 19 | 5,815,454 | 13F-HR | Rakuten Investment Management, Inc. |
| Q3 2021 | 5/15/2025 | 18 | 4,618,912 | 13F-HR | Rakuten Investment Management, Inc. |
| Q2 2021 | 5/15/2025 | 18 | 4,011,646 | 13F-HR | Rakuten Investment Management, Inc. |
| Q1 2021 | 5/15/2025 | 16 | 3,107,517 | 13F-HR | Rakuten Investment Management, Inc. |
| Q4 2020 | 5/15/2025 | 16 | 2,497,508 | 13F-HR | Rakuten Investment Management, Inc. |
| Q3 2020 | 5/15/2025 | 15 | 1,901,307 | 13F-HR | Rakuten Investment Management, Inc. |
| Q2 2020 | 5/15/2025 | 15 | 1,520,771 | 13F-HR | Rakuten Investment Management, Inc. |
| Q1 2020 | 5/15/2025 | 15 | 1,095,532 | 13F-HR | Rakuten Investment Management, Inc. |
| Q4 2019 | 5/15/2025 | 13 | 1,073,535 | 13F-HR | Rakuten Investment Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.75 M | 90.1% | 1.596 M | 0 | 1.596 M |
| ETFs | 2.922 M | 9.8% | 0 | 0 | 0 |
| Other | 21.05 K | 0.1% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
29,692,270
Holdings
607
QoQ value change ($000)
1,595,547
(5.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.