Institutional manager
Rakuten Investment Management, Inc.
Holds positions in 371 of the S&P 500, worth $6.96bn as reported for the quarter ended 31-mar-2026.
Positions held371of 488 index companies covered
Reported value$6.96bnS&P 500 positions only
Top ten weight39%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 371 held. The rest are smaller than every one of these.
NvidiaNVDA4.2m$700mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.8m$494mCommunication ServicesMicrosoftMSFT1.2m$446mInformation TechnologyBroadcomAVGO845,898$248mInformation TechnologyMeta PlatformsMETA387,315$208mCommunication ServicesTesla, Inc.TSLA524,929$186mConsumer DiscretionaryWalmartWMT939,304$116mConsumer StaplesJPMorgan ChaseJPM401,444$114mFinancialsExxonMobilXOM622,111$107mEnergyLilly (Eli)LLY118,160$105mHealth CareCostcoCOST92,099$92mConsumer StaplesJohnson & JohnsonJNJ357,624$87mHealth CareMicron TechnologyMU266,096$86mInformation TechnologyNetflixNFLX876,812$82mCommunication ServicesVisa Inc.V249,725$75mFinancialsPalantir TechnologiesPLTR474,397$65mInformation TechnologyCiscoCSCO819,740$63mInformation TechnologyMastercardMA122,478$61mFinancialsChevron CorporationCVX280,111$59mEnergyLam ResearchLRCX288,176$58mInformation TechnologyAbbVieABBV262,298$56mHealth CareProcter & GamblePG345,541$50mConsumer StaplesHome Depot (The)HD147,744$48mConsumer DiscretionaryIntelINTC1.1m$47mInformation TechnologyCaterpillar Inc.CAT69,188$46mIndustrialsCoca-Cola Company (The)KO585,299$45mConsumer StaplesPepsiCoPEP283,801$45mConsumer StaplesKLA CorporationKLAC31,617$44mInformation TechnologyMerck & Co.MRK368,357$44mHealth CareGE AerospaceGE155,954$43mIndustrialsTexas InstrumentsTXN220,016$41mInformation TechnologyPhilip Morris InternationalPM231,025$38mConsumer StaplesGoldman SachsGS44,513$36mFinancialsWells FargoWFC461,294$35mFinancialsUnitedHealth GroupUNH134,435$35mHealth CareOracle CorporationORCL253,204$35mInformation TechnologyGilead SciencesGILD257,471$35mHealth CareQualcommQCOM268,358$34mInformation TechnologyIntuitive SurgicalISRG73,654$33mHealth CareIBMIBM138,724$33mInformation TechnologyGE VernovaGEV40,201$33mIndustrialsMcDonald'sMCD105,691$33mConsumer DiscretionaryVerizonVZ625,816$31mCommunication ServicesAT&TT1.0m$30mCommunication ServicesT-Mobile USTMUS136,888$29mCommunication ServicesNextEra EnergyNEE307,916$28mUtilitiesMorgan StanleyMS177,759$28mFinancialsCitigroupC261,432$28mFinancialsThermo Fisher ScientificTMO55,817$27mHealth CarePalo Alto NetworksPANW168,316$26mInformation TechnologySalesforceCRM139,176$26mInformation TechnologyTJX CompaniesTJX164,804$26mConsumer DiscretionaryWalt Disney Company (The)DIS263,873$25mCommunication ServicesIntuitINTU57,637$25mInformation TechnologyConocoPhillipsCOP182,354$24mEnergyPfizerPFE843,816$23mHealth CareVertex PharmaceuticalsVRTX52,690$23mHealth CareCharles Schwab CorporationSCHW249,096$23mFinancialsComcastCMCSA746,855$22mCommunication ServicesUnion Pacific CorporationUNP88,054$21mIndustrials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.