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Livermore
Livermore
ZHEN

Japan Post Holdings Co., Ltd.

SEC CIK
0001783464
Latest filing
Jul 10, 2026

The latest 13F from Japan Post Holdings Co., Ltd. covers Q2 2026 (filed Jul 10, 2026): 1 long positions worth $5.97B. The top 10 holdings make up 100.0% of the portfolio, and the largest is Aflac Inc (AFL) at 100.0%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
1
Est. −$126.2M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. AFLAflac Inc
    100.0%$5.97BHistory

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AFLAflac Inc
    −$126.2MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$5.97B
+$265.7M (+4.7%) vs. prior quarter
Positions
1
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
22.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $5.97B (Q2 2026)

Q1 2021: $2.68BQ2 2021: $2.81BQ3 2021: $2.73BQ4 2021: $3.05BQ1 2022: $3.37BQ2 2022: $2.89BQ3 2022: $2.94BQ4 2022: $3.76BQ1 2023: $3.37BQ2 2023: $3.65BQ3 2023: $4.01BQ4 2023: $4.31BQ1 2024: $4.49BQ2 2024: $4.67BQ3 2024: $5.85BQ4 2024: $5.41BQ1 2025: $5.82BQ2 2025: $5.52BQ3 2025: $5.84BQ4 2025: $5.77BQ1 2026: $5.70BQ2 2026: $5.97B
Q1 2021Q2 2026
13F filings of Japan Post Holdings Co., Ltd. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 10, 20261$5.97BAFLvs. Q1 2026SEC
Q1 2026May 8, 20261$5.70BAFLvs. Q4 2025SEC
Q4 2025Jan 27, 20261$5.77BAFLvs. Q3 2025SEC
Q3 2025Oct 27, 20251$5.84BAFLvs. Q2 2025SEC
Q2 2025Jul 25, 20251$5.52BAFLvs. Q1 2025SEC
Q1 2025Apr 8, 20251$5.82BAFLvs. Q4 2024SEC
Q4 2024Jan 16, 20251$5.41BAFLvs. Q3 2024SEC
Q3 2024Oct 10, 20241$5.85BAFLvs. Q2 2024SEC
Q2 2024Jul 11, 20241$4.67BAFLvs. Q1 2024SEC
Q1 2024Apr 16, 20241$4.49BAFLvs. Q4 2023SEC
Q4 2023Jan 5, 20241$4.31BAFLvs. Q3 2023SEC
Q3 2023Oct 16, 20231$4.01BAFLvs. Q2 2023SEC
Q2 2023Jul 27, 20231$3.65BAFLvs. Q1 2023SEC
Q1 2023Apr 10, 20231$3.37BAFLvs. Q4 2022SEC
Q4 2022Jan 31, 20231$3.76BAFLvs. Q3 2022SEC
Q3 2022Nov 2, 20221$2.94BAFLvs. Q2 2022SEC
Q2 2022Aug 4, 20221$2.89BAFLvs. Q1 2022SEC
Q1 2022Apr 27, 20221$3.37BAFLvs. Q4 2021SEC
Q4 2021Jan 24, 20221$3.05BAFLvs. Q3 2021SEC
Q3 2021Oct 7, 20211$2.73BAFLvs. Q2 2021SEC
Q2 2021Jul 6, 20211$2.81BAFLvs. Q1 2021SEC
Q1 2021Apr 7, 20211$2.68BAFL–SEC

13D and 13G filings

Companies where Japan Post Holdings Co., Ltd. reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Japan Post Holdings Co., Ltd. owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
AFLAflac Inc13G/A10.15%50.9M shares+0.01 ppfrom 10.14%Jan 6, 20214 filingsAug 14, 2026SEC

Latest filings

4 filings on file made by Japan Post Holdings Co., Ltd. or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Japan Post Holdings Co., Ltd.
CompanyFiled (ET)FormStakeChangeEvent dateFiling
AFLAflac IncAug 14, 20264:05 PM ET13G/A10.15%50.9M shares+0.01 ppfrom 10.14%Aug 12, 2026SEC
AFLAflac IncMay 13, 20262:50 PM ET13G/A10.14%51.6M shares+0.02 ppfrom 10.12%May 11, 2026SEC
AFLAflac IncMar 5, 20264:15 PM ET13G/A10.12%52.3M shares–Mar 3, 2026SEC
AFLAflac IncJan 6, 202113G/AOld format–––SEC