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CIK: 0002062680
Total reported value
$34.6B
$34.6B
533 檔
42.3%
The Q3 2024 SEC filing reveals that Rakuten Investment Management, Inc. held a total portfolio value of $34.6B, covering 533 public equity positions.
In Q3 2024, Rakuten Investment Management, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 196 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 533 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 70.99% | -10.46% | +3.49% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 11.37% | -1.80% | +1.00% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 1.31% | — | +37.64% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | +1.26% | +32.14% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.79% | -0.03% | +5.94% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | — | +35.57% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | +0.30% | +33.83% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.54% | +1231.97% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.59% | +33.40% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | -0.08% | +37.33% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | +0.47% | +32.09% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | +0.33% | +34.29% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.29% | +0.01% | +21.79% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | — | +34.61% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.25% | +31.90% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | +0.19% | +32.24% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.18% | +0.10% | +34.54% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.18% | -0.01% | +7.91% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.18% | +0.11% | +33.30% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | +0.05% | +32.21% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 0.17% | — | +36.75% | |
| 22 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.16% | -0.02% | +7.12% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.16% | -0.01% | -1.65% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.15% | -0.06% | +27.88% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.15% | +0.12% | +38.38% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.14% | +0.05% | +34.04% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.14% | +0.06% | +32.98% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.14% | +0.08% | +33.37% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.13% | +0.06% | +33.15% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | +0.11% | +33.04% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.11% | +0.04% | +34.34% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.11% | +0.10% | +36.59% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 0.11% | +0.02% | +33.14% | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.10% | — | +34.97% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.10% | +0.19% | +34.11% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.10% | +0.06% | +33.15% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | +0.06% | +33.08% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.09% | +0.05% | +33.48% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.09% | — | +31.99% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.09% | +0.01% | +32.92% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.08% | +0.03% | +32.29% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.08% | — | +34.80% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.08% | — | +34.45% | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.08% | +0.03% | +34.69% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.08% | -0.03% | +7.57% | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.08% | +0.04% | +33.10% | |
| 47 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.07% | +0.02% | +32.61% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.07% | +0.02% | +32.64% | |
| 49 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.07% | -0.01% | +3.93% | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.07% | +0.39% | +46.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +37.64% | Add |
| 2 | NVDA | Nvidia CORP | +0.2% | +32.14% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.1% | +33.83% | Add |
| 4 | TSLA | Tesla Inc | +0.1% | +34.29% | Add |
| 5 | AVGO | Broadcom Inc | +0.1% | +1231.97% | Add |
| 6 | AMZN | Amazon.com Inc | +0.1% | +35.57% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.1% | +37.33% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +34.61% | Add |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +21.79% | Add |
| 10 | UNH | Unitedhealth Group Inc | +0.1% | +33.30% | Add |
| 11 | JPM | Jpmorgan Chase & Co | 0% | +32.24% | Add |
| 12 | AMD | Advanced Micro Devices | 0% | +36.75% | Add |
| 13 | HD | Home Depot Inc | 0% | +33.15% | Add |
| 14 | MA | Mastercard Inc - A | 0% | +33.37% | Add |
| 15 | COST | Costco Wholesale CORP | 0% | +34.54% | Add |
| 16 | LLY | Eli Lilly & Co | 0% | +31.90% | Add |
| 17 | V | Visa Inc-class A Shares | 0% | +38.38% | Add |
| 18 | XOM | Exxon Mobil CORP | 0% | +32.21% | Add |
| 19 | JNJ | Johnson & Johnson | 0% | +33.04% | Add |
| 20 | NFLX | Netflix Inc | 0% | +34.04% | Add |
| 21 | PG | Procter & Gamble Co/the | 0% | +32.98% | Add |
| 22 | ORCL | Oracle CORP | 0% | +33.48% | Add |
| 23 | CSCO | Cisco Systems Inc | 0% | +34.11% | Add |
| 24 | IBM | Intl Business Machines CORP | 0% | +33.42% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | +33.40% | Add |
| 26 | VCIT | Vanguard Int-term Corporate | 0% | +27.88% | Add |
| 27 | KO | Coca-cola Co/the | 0% | +33.08% | Add |
| 28 | USRT | Ishares Core US Reit ETF | 0% | +7.12% | Add |
| 29 | PEP | Pepsico Inc | 0% | +34.34% | Add |
| 30 | CRM | Salesforce Inc | 0% | +32.92% | Add |
| 31 | MCD | Mcdonald's CORP | 0% | +32.64% | Add |
| 32 | TMO | Thermo Fisher Scientific Inc | 0% | +33.10% | Add |
| 33 | ISRG | Intuitive Surgical Inc | 0% | +34.69% | Add |
| 34 | GE | General Electric | 0% | +32.29% | Add |
| 35 | TMUS | T-mobile US Inc | 0% | +32.73% | Add |
| 36 | PM | Philip Morris International | 0% | +32.84% | Add |
| 37 | NOW | Servicenow Inc | 0% | +33.51% | Add |
| 38 | SBUX | Starbucks CORP | 0% | +34.24% | Add |
| 39 | NEE | Nextera Energy Inc | 0% | +33.12% | Add |
| 40 | BKNG | Booking Holdings Inc | 0% | +33.17% | Add |
| 41 | PGR | Progressive CORP | 0% | +33.07% | Add |
| 42 | PYPL | Paypal Holdings Inc | 0% | +32.05% | Add |
| 43 | MDLZ | Mondelez International Inc-a | 0% | +34.05% | Add |
| 44 | CEG | Constellation Energy | 0% | +33.78% | Add |
| 45 | BX | Blackstone Inc | 0% | +33.77% | Add |
| 46 | VYM | Vanguard High Dvd Yield ETF | 0% | +5.94% | Add |
| 47 | GOOG | Alphabet Inc-cl C | 0% | +32.09% | Add |
| 48 | VWO | Vanguard Ftse Emerging Marke | 0% | +7.91% | Add |
| 49 | CMCSA | Comcast Corp-class A | 0% | +32.61% | Add |
| 50 | AMGN | Amgen Inc | 0% | +34.80% | Add |
According to official SEC Form 13F filings, Rakuten Investment Management, Inc. reported a total U.S. public equity portfolio value of $34.6B across 533 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VT, AAPL) accounted for 42.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
IAU
市值: $1.1M
Top Position Liquidated / Trimmed
USMV
前期市值: $24.9M
During Q3 2024, Rakuten Investment Management, Inc.'s top holdings by market value included VTI (71.0%)、VT (11.4%)、AAPL (1.3%). The largest single position, VTI, represented 71.0% of total portfolio value.
In Q3 2024, Rakuten Investment Management, Inc. made 200 total portfolio adjustments, initiating 2 new buys, adding to 196 positions, trimming 2 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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