3097 · The Monogatari Corporation · Held by Funds
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Funds whose latest official portfolio report holds The Monogatari Corporation (3097), matched by the security's ISIN: US registered funds from their Form N-PORT reports, and Swedish funds from their quarterly reports to Finansinspektionen. Each row is one fund position with its size, value and weight in that fund. Major shareholders who notified a regulator of a threshold crossing are listed separately and never added to the funds.
Major shareholders
Holders who notified a threshold crossing in the issuer's shares, voting rights or capital, newest event first. Each row is one dated notification, not a current register, and rows are never added together.
| Event date | Holder | Shares | Instruments | Total | Previous total | Published |
|---|---|---|---|---|---|---|
| 2025-05-26 | yoshio kobayashi, filing for 2 joint holders Financial Services Agency (Japan) | — | — | 5.56% | 6.61% | 2025-06-02 |
| 2025-05-14 | yoshio kobayashi, filing for 2 joint holders Correction Financial Services Agency (Japan) | — | — | 6.31% | 7.81% | 2025-05-30 |
| 2024-11-13 | yoshio kobayashi, filing for 2 joint holders Financial Services Agency (Japan) | — | — | 6.61% | 7.81% | 2025-05-30 |
| 2024-09-20 | AAGS Investment, Inc. Financial Services Agency (Japan) | — | — | 4.71% | 5.54% | 2024-09-30 |
| 2024-09-09 | AAGS Investment, Inc. Financial Services Agency (Japan) | — | — | 5.54% | 6.32% | 2024-09-17 |
| 2024-08-29 | AAGS Investment, Inc. Financial Services Agency (Japan) | — | — | 6.32% | 7.39% | 2024-09-05 |
| 2024-08-07 | AAGS Investment, Inc. Financial Services Agency (Japan) | — | — | 7.39% | 7.26% | 2024-08-15 |
| 2024-05-15 | Sumitomo Mitsui Trust Asset Management Co.,Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 4% | 5.09% | 2024-05-21 |
| 2023-10-31 | Sumitomo Mitsui Trust Asset Management Co.,Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 5.09% | 5.57% | 2023-11-07 |
| 2023-07-14 | SMBC Nikko Securities Inc., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 1.75% | 5.32% | 2023-07-24 |
| 2023-07-14 | Sumitomo Mitsui Trust Asset Management Co.,Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 5.57% | 6.38% | 2023-07-21 |
| 2023-05-16 | yoshio kobayashi, filing for 2 joint holders Financial Services Agency (Japan) | — | — | 7.81% | 9.65% | 2023-05-19 |
| 2023-05-15 | Sumitomo Mitsui Trust Asset Management Co.,Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 6.38% | 7.07% | 2023-05-19 |
| 2023-01-31 | yoshio kobayashi, filing for 2 joint holders Financial Services Agency (Japan) | — | — | 9.65% | 12.3% | 2023-02-07 |
| 2022-11-30 | SMBC Nikko Securities Inc., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 5.32% | — | 2022-12-07 |
| 2022-11-30 | Sumitomo Mitsui Trust Asset Management Co.,Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 7.07% | 7.17% | 2022-12-06 |
| 2022-05-31 | Sumitomo Mitsui Trust Asset Management Co.,Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 7.17% | 7.49% | 2022-06-06 |
| 2022-01-31 | Sumitomo Mitsui DS Asset Management Company, Limited, filing for 2 joint holders Financial Services Agency (Japan) | — | — | 4.25% | 5.42% | 2022-02-07 |
| 2022-01-14 | Mizuho Securities Co., Ltd. Financial Services Agency (Japan) | — | — | 3.98% | 5.05% | 2022-01-21 |
| 2021-12-31 | SMBC Nikko Securities Inc., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 5.42% | 6.95% | 2022-01-11 |
| 2021-12-31 | Sumitomo Mitsui Trust Asset Management Co.,Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 7.49% | 8.22% | 2022-01-07 |
| 2021-12-10 | AAGS Investment, Inc. Correction Financial Services Agency (Japan) | — | — | 7.26% | 7.23% | 2022-01-13 |
| 2021-11-30 | Sumitomo Mitsui Trust Asset Management Co.,Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 8.22% | 8.84% | 2021-12-06 |
| 2021-10-29 | SMBC Nikko Securities Inc., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 6.95% | 5.95% | 2021-11-08 |
Percentages are of the issuer's voting rights on the event date; a dash was not stated in the notification.An EDINET total is the report's holding ratio: voting and potential shares of the filer and its joint holders together. Newest stored notification published 2026-11-13.