Rakuten Investment Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$49.19B
Q ending 2026-03-31
Prior quarter
$29.69B
Q ending 2025-12-31
Change
+65.7% QoQ · +125.2% YoY
Positions
464
reported holdings
Largest positions
Top 100 of 464 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $31.06B | 95.0M |
| Vanguard Intl Equity Index F | VT | Shares | $4.26B | 31.0M |
| Schwab Strategic Tr | SCHD | Shares | $2.25B | 83.2M |
| Vanguard Star Fds | VXUS | Shares | $2.20B | 30.1M |
| Vanguard Index Fds | VOO | Shares | $1.06B | 1.7M |
| Nvidia Corporation | NVDA | Shares | $700.4M | 4.2M |
| Microsoft Corp | MSFT | Shares | $446.1M | 1.2M |
| Vanguard Whitehall Fds | VYM | Shares | $398.6M | 2.8M |
| Alphabet Inc | GOOGL | Shares | $270.4M | 989K |
| Broadcom Inc | AVGO | Shares | $248.2M | 846K |
| Alphabet Inc | GOOG | Shares | $223.9M | 820K |
| Meta Platforms Inc | META | Shares | $207.7M | 387K |
| Tesla Inc | TSLA | Shares | $186.5M | 525K |
| Schwab Strategic Tr | SCHE | Shares | $149.2M | 4.5M |
| Ishares Tr | IVV | Shares | $139.1M | 209K |
| Walmart Inc | WMT | Shares | $116.0M | 939K |
| Jpmorgan Chase & Co | JPM | Shares | $113.9M | 401K |
| Exxon Mobil Corp | XOM | Shares | $106.7M | 622K |
| Eli Lilly & Co | LLY | Shares | $104.8M | 118K |
| Costco Wholesale Corporation | COST | Shares | $91.8M | 92K |
| Johnson & Johnson | JNJ | Shares | $86.7M | 358K |
| Ishares Tr | USRT | Shares | $86.5M | 1.5M |
| Micron Technology Inc | MU | Shares | $85.6M | 266K |
| Vanguard Intl Equity Index F | VWO | Shares | $82.9M | 1.5M |
| Netflix Inc. | NFLX | Shares | $81.5M | 877K |
| Visa Inc | V | Shares | $74.8M | 250K |
| Vanguard Scottsdale Fds | VCIT | Shares | $66.6M | 792K |
| Palantir Technologies Inc | PLTR | Shares | $65.3M | 474K |
| Cisco Sys Inc | CSCO | Shares | $63.2M | 820K |
| Mastercard Incorporated | MA | Shares | $60.5M | 122K |
| Chevron Corporation | CVX | Shares | $59.0M | 280K |
| Lam Research Corp | LRCX | Shares | $57.6M | 288K |
| Abbvie Inc | ABBV | Shares | $55.9M | 262K |
| Procter & Gamble Co | PG | Shares | $50.0M | 346K |
| Home Depot Inc | HD | Shares | $47.8M | 148K |
| Intel Corp | INTC | Shares | $46.6M | 1.1M |
| Caterpillar Inc | CAT | Shares | $46.2M | 69K |
| Vanguard Tax-Managed Fds | VEA | Shares | $45.9M | 769K |
| Coca Cola Co | KO | Shares | $44.6M | 585K |
| Pepsico Inc | PEP | Shares | $44.5M | 284K |
| Kla Corp | KLAC | Shares | $43.7M | 32K |
| Merck & Co Inc | MRK | Shares | $43.5M | 368K |
| Ge Aerospace | GE | Shares | $42.6M | 156K |
| Ishares Inc | IEMG | Shares | $42.5M | 647K |
| Texas Instrs Inc | TXN | Shares | $41.0M | 220K |
| Philip Morris Intl Inc | PM | Shares | $38.1M | 231K |
| Goldman Sachs Group Inc | GS | Shares | $35.9M | 45K |
| Wells Fargo & Co | WFC | Shares | $35.4M | 461K |
| Unitedhealth Group Inc | UNH | Shares | $35.2M | 134K |
| Oracle Corp | ORCL | Shares | $35.1M | 253K |
| Gilead Sciences Inc | GILD | Shares | $35.1M | 257K |
| Qualcomm Inc | QCOM | Shares | $34.1M | 268K |
| Vanguard Scottsdale Fds | VCSH | Shares | $33.6M | 421K |
| Intuitive Surgical Inc | ISRG | Shares | $33.3M | 74K |
| International Business Machs | IBM | Shares | $32.9M | 139K |
| Ge Vernova Inc | GEV | Shares | $32.9M | 40K |
| Mcdonalds Corp | MCD | Shares | $32.6M | 106K |
| Verizon Communications Inc | VZ | Shares | $31.5M | 626K |
| At&T Inc | T | Shares | $30.0M | 1.0M |
| Honeywell Intl Inc | HONGBP | Shares | $29.4M | 132K |
| T-Mobile Us Inc | TMUS | Shares | $29.3M | 137K |
| Nextera Energy Inc | NEE | Shares | $28.3M | 308K |
| Morgan Stanley | MS | Shares | $28.2M | 178K |
| Citigroup Inc | C | Shares | $28.0M | 261K |
| Thermo Fisher Scientific Inc | TMO | Shares | $26.8M | 56K |
| Palo Alto Networks Inc | PANW | Shares | $26.0M | 168K |
| Salesforce Inc | CRM | Shares | $25.8M | 139K |
| Tjx Cos Inc New | TJX | Shares | $25.7M | 165K |
| Disney Walt Co | DIS | Shares | $24.9M | 264K |
| Intuit | INTU | Shares | $24.7M | 58K |
| Conocophillips | COP | Shares | $24.2M | 182K |
| Ishares Tr | USHY | Shares | $23.9M | 633K |
| Ishares Tr | AGG | Shares | $23.8M | 238K |
| Pfizer Inc | PFE | Shares | $23.4M | 844K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $23.4M | 53K |
| Schwab Charles Corp | SCHW | Shares | $23.2M | 249K |
| Comcast Corp New | CMCSA | Shares | $21.6M | 747K |
| Union Pac Corp | UNP | Shares | $21.1M | 88K |
| Uber Technologies Inc | UBER | Shares | $21.1M | 301K |
| Applovin Corp | APP | Shares | $21.0M | 56K |
| Deere & Co | DE | Shares | $20.9M | 38K |
| Adobe Inc | ADBE | Shares | $20.6M | 85K |
| Starbucks Corp | SBUX | Shares | $20.5M | 236K |
| Constellation Energy Corp | CEG | Shares | $20.1M | 67K |
| Welltower Inc | WELL | Shares | $20.1M | 103K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $19.9M | 52K |
| Ishares Tr | USMV | Shares | $19.5M | 206K |
| Lowes Cos Inc | LOW | Shares | $19.4M | 83K |
| S&P Global Inc | SPGI | Shares | $19.0M | 46K |
| Slb Limited | SLB | Shares | $18.9M | 418K |
| Dbx Etf Tr | HYLB | Shares | $18.2M | 490K |
| Lockheed Martin Corp | LMT | Shares | $18.2M | 30K |
| Bristol-Myers Squibb Co | BMY | Shares | $18.1M | 303K |
| Xcel Energy Inc | XEL | Shares | $18.0M | 234K |
| Prologis Inc. | PLD | Shares | $17.8M | 138K |
| Western Digital Corp | WDC | Shares | $17.7M | 70K |
| Progressive Corp | PGR | Shares | $17.5M | 87K |
| Danaher Corp Del | DHR | Shares | $17.3M | 94K |
| Newmont Corp | NEM | Shares | $16.7M | 162K |
| Altria Group Inc | MO | Shares | $16.7M | 249K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.