Arkolith/Funds/Daiwa Securities Group Inc.

Daiwa Securities Group Inc.

CIK 1481045Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Daiwa Securities Group Inc. holds a diversified book of 1126 stocks worth $44.2B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Alphabet Inc-CL A. Their largest long position is Nvidia Corp at 9% of the equity book. They also disclosed $6.9B in put options (a bearish bet) and $31.7M in call options (bullish), shown separately below and excluded from the equity book.

Opened
384
bought for the first time
Added to
612
already held, bought more
Trimmed
364
sold some, still holds it
Sold out
75
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
43%
Top 20 holdings
56%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Information Technology
50%
Real Estate
20%
Consumer Discretionary
7%
Industrials
6%
Financials
5%
Health Care
4%
Communication Services
3%
ETF / fund or unclassified
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Daiwa Securities Group Inc.

Manager / fundShared namesTheir $ in those
NISA INVESTMENT ADVISORS, LLC80 / 80$23.6B
Vanguard Personalized Indexing Management, LLC80 / 80$6.4B
Arax Advisory Partners80 / 80$3.5B
Integrated Wealth Concepts LLC80 / 80$3.1B
Clearstead Advisors, LLC80 / 80$2.5B
Sterling Capital Management LLC80 / 80$1.6B
Keating Financial Advisory Services, Inc.80 / 80$247.2M
Physician Wealth Advisors, Inc.80 / 80$181.4M

Ranked by how many of Daiwa Securities Group Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,126 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$3.9B19.31M
8.7%
+45%
Added · +6.0M sh
2Microsoft Corp
COM
$3.4B9.03M
7.6%
+50%
Added · +3.0M sh
3Apple Inc
COM
$2.4B8.15M
5.3%
+13%
Added · +915K sh
4Alphabet Inc
CAP STK CL A
$1.8B5.10M
4.1%
−6.0%
Reduced · −324K sh
5Broadcom Inc
COM
$1.6B4.27M
3.6%
−6.5%
Reduced · −298K sh
6Amazon Com Inc
COM
$1.5B6.21M
3.3%
−3.3%
Reduced · −214K sh
7Micron Technology Inc
COM
$1.4B1.22M
3.2%
−35%
Reduced · −661K sh
8Meta Platforms Inc
CL A
$1.2B2.09M
2.7%
+25%
Added · +423K sh
9Alphabet Inc
CAP STK CL C
$936.9M2.65M
2.1%
+12%
Added · +294K sh
10Welltower Inc
COM
$925.3M4.08M
2.1%
−4.8%
Reduced · −207K sh
11Netflix Inc
COM
$888.7M12.45M
2.0%
+46%
Added · +3.9M sh
12Palantir Technologies Inc
CL A
$856.4M7.34M
1.9%
+18%
Added · +1.1M sh
13Digital Rlty TR Inc
COM
$757.5M4.22M
1.7%
+1.8%
Added · +76K sh
14Prologis Inc
COM
$619.9M4.58M
1.4%
−6.1%
Reduced · −298K sh
15Intel Corp
COM
$533.1M3.82M
1.2%
+99%
Added · +1.9M sh
16Lam Research Corp
COM NEW
$520.6M1.20M
1.2%
+3.1%
Added · +36K sh
17Tesla Inc
COM
$513.9M1.22M
1.2%
+74%
Added · +520K sh
18Equinix Inc
COM
$428.5M411.1K
1.0%
−6.5%
Reduced · −28K sh
19Crown Castle Inc
COM
$356.3M4.71M
0.8%
+7.3%
Added · +320K sh
20Kimco Realty Corp
COM
$347.6M13.71M
0.8%
+2.6%
Added · +354K sh
21Simon Ppty Group Inc New
COM
$337.4M1.51M
0.8%
−4.4%
Reduced · −69K sh
22Sandisk Corp
COM
$334.0M146.9K
0.8%
+802%
Added · +131K sh
23Advanced Micro Devices Inc
COM
$318.6M548.4K
0.7%
+6.0%
Added · +31K sh
24Extra Space Storage Inc
COM
$300.9M2.07M
0.7%
−29%
Reduced · −857K sh
25Ventas Inc
COM
$296.8M3.34M
0.7%
−38%
Reduced · −2.0M sh
26Public Storage
COM
$293.2M921.0K
0.7%
+3.4%
Added · +30K sh
27Ishares TR
CORE S&P500 ETF
$272.6M364.1K
0.6%
+32%
Added · +88K sh
28BXP Inc
COM
$271.1M4.09M
0.6%
−5.3%
Reduced · −231K sh
29Oracle Corp
COM
$253.8M1.73M
0.6%
+6.5%
Added · +105K sh
30Equity Lifestyle Properties
COM
$239.8M3.72M
0.5%
+5.5%
Added · +195K sh
31Essex Ppty TR Inc
COM
$238.3M817.2K
0.5%
−12%
Reduced · −108K sh
32Iron MTN Inc Del
COM
$235.1M1.86M
0.5%
−40%
Reduced · −1.2M sh
33Agree Rlty Corp
COM
$221.3M2.92M
0.5%
−1.3%
Reduced · −40K sh
34Qualcomm Inc
COM
$220.9M1.20M
0.5%
+0.7%
Added · +8K sh
35Sun Cmntys Inc
COM
$217.1M1.81M
0.5%
+2.4%
Added · +42K sh
36Caterpillar Inc
COM
$206.7M194.1K
0.5%
+11%
Added · +20K sh
37American Healthcare REIT Inc
COM SHS
$200.4M3.84M
0.5%
+742%
Added · +3.4M sh
38JPMorgan Chase & Co
COM
$196.1M599.0K
0.4%
+2.4%
Added · +14K sh
39Invesco QQQ TR
UNIT SER 1
$194.2M263.8K
0.4%
+55%
Added · +94K sh
40Iren Limited
ORDINARY SHARES
$193.7M4.24M
0.4%
140×
Added · +4.2M sh
41Eli Lilly & Co
COM
$192.2M160.2K
0.4%
+6.4%
Added · +10K sh
42Applied Matls Inc
COM
$178.1M246.4K
0.4%
+13%
Added · +28K sh
43Eastgroup Pptys Inc
COM
$170.6M842.3K
0.4%
−4.3%
Reduced · −38K sh
44Healthcare Rlty TR
CL A COM
$163.5M8.11M
0.4%
−3.8%
Reduced · −318K sh
45Taiwan Semiconductor Manufac
SPONSORED ADS
$160.6M336.3K
0.4%
+189%
Added · +220K sh
46Invitation Homes Inc
COM
$160.2M5.30M
0.4%
−3.3%
Reduced · −181K sh
47Walmart Inc
COM
$158.3M1.40M
0.4%
+6.6%
Added · +87K sh
48Omega Healthcare Invs Inc
COM
$157.5M3.30M
0.4%
+30%
Added · +754K sh
49Kilroy Realty Corp
COM
$155.5M4.15M
0.4%
−11%
Reduced · −494K sh
50Cisco Sys Inc
COM
$155.3M1.32M
0.4%
+2.4%
Added · +31K sh
Showing 50 of 1,126 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$6.9B
Call notional (bullish)$31.7M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishMICROSOFT CORPMSFT$1.8B4.9M
PUT · bearishNVIDIA CORPNVDA$1.3B6.6M
PUT · bearishALPHABET INC-CL CGOOG$501.7M1.4M
PUT · bearishALPHABET INC-CL AGOOGL$443.1M1.2M
PUT · bearishAPPLE INCAAPL$423.9M1.5M
PUT · bearishNOVANTA INCNOVT$347.5M2.1M
PUT · bearishLAM RESEARCH CORPLRCX$325.0M750K
PUT · bearishBROADCOM INCAVGO$321.1M850K
PUT · bearishINTEL CORPINTC$279.3M2.0M
PUT · bearishSANDISK CORPSNDK$261.5M115K
PUT · bearishORACLE CORPORCL$203.7M1.4M
PUT · bearishIREN LTDIREN$192.1M4.2M
PUT · bearishQUALCOMM INCQCOM$147.8M800K
PUT · bearishTAIWAN SEMICONDUCTOR-SP ADRTSM$103.6M217K
PUT · bearishTESLA INCTSLA$94.6M225K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$29.9M40K
PUT · bearishCHECK POINT SOFTWARE TECHCHKP$13.1M100K
CALL · bullishSHIFT4 PAYMENTS INC-CLASS AFOUR$10.2M209K
PUT · bearishSHIFT4 PAYMENTS INC-CLASS AFOUR$7.7M159K
PUT · bearishCRITICAL METALS CORPCRML$7.2M702K
PUT · bearishABCELLERA BIOLOGICS INCABCL$4.4M562K
CALL · bullishCRITICAL METALS CORPCRML$4.3M422K
PUT · bearishLUCID GROUP INCLCID$4.2M627K
CALL · bullishCHECK POINT SOFTWARE TECHCHKP$3.0M23K
CALL · bullishLUCID GROUP INCLCID$2.9M438K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 68 option legs.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 20261,672$51.1B13F-HR
Q1 2026Mar 31, 2026May 13, 20261,642$34.8B13F-HR
Q4 2025Dec 31, 2025Feb 11, 20261,807$31.3B13F-HR
Q3 2025Sep 30, 2025Nov 14, 20251,800$29.6B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20251,753$27.1B13F-HR
Q1 2025Mar 31, 2025May 13, 20251,698$23.7B13F-HR
Q4 2024Dec 31, 2024Feb 7, 20251,676$22.4B13F-HR
Q3 2024Sep 30, 2024Nov 12, 20241,686$21.6B13F-HR
Q2 2024Jun 30, 2024Aug 7, 20241,723$18.8B13F-HR
Q1 2024Mar 31, 2024May 2, 20241,732$17.7B13F-HR
Q4 2023Dec 31, 2023Jan 31, 20241,728$16.1B13F-HR
Q3 2023Sep 30, 2023Nov 1, 20231,663$14.0B13F-HR
Q2 2023Jun 30, 2023Jul 31, 20231,753$15.1B13F-HR
Q1 2023Mar 31, 2023May 2, 20231,630$14.4B13F-HR
Q4 2022Dec 31, 2022Feb 6, 20231,626$13.0B13F-HR
Q3 2022Sep 30, 2022Nov 2, 20221,740$12.0B13F-HR
Q2 2022Jun 30, 2022Aug 9, 20221,720$13.1B13F-HR
Q1 2022Mar 31, 2022Apr 29, 20221,737$16.0B13F-HR
Q4 2021Dec 31, 2021Feb 3, 20221,751$17.0B13F-HR
Q3 2021Sep 30, 2021Nov 5, 20211,655$15.2B13F-HR
Q2 2021Jun 30, 2021Aug 6, 20211,566$14.8B13F-HR
Q1 2021Mar 31, 2021May 3, 20211,562$13.4B13F-HR
Q4 2020Dec 31, 2020Feb 4, 20211,550$12.9B13F-HR
Q3 2020Sep 30, 2020Nov 2, 20201,423$11.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.