Capital Asset Planning,Inc.

3965 TSE Technology Information & Communication
TSE Standard

Shareholding pattern

As reported in the annual securities report, 2025-09-30.

Foreign institutions0.26%
Individuals60.48%
Top 10 holders51.11%
Total shareholders10,335

Who owns the company

Share of voting units
Individuals & others: 60.48%Other corporations: 20.93%Financial institutions: 15.18%Securities firms: 3.04%Foreign institutions: 0.26%Foreign individuals: 0.1%60.5%Individuals & others
Individuals & others 60.48%Other corporations 20.93%Financial institutions 15.18%Securities firms 3.04%Foreign institutions 0.26%Foreign individuals 0.1%

How to read this: each slice is a group of investors. Foreign and financial institutions are professional money; individuals are retail shareholders; other corporations are usually business partners holding strategic stakes. A large institutional slice generally means heavier analyst coverage and more trading volume.

Ownership Trend

Holding %, recent years
020406080FY22FY23FY24FY25FY2022 — Foreign institutions: 1 %FY2023 — Foreign institutions: 1 %FY2024 — Foreign institutions: 1 %FY2025 — Foreign institutions: 0 %FY2022 — Financial institutions: 21 %FY2023 — Financial institutions: 19 %FY2024 — Financial institutions: 17 %FY2025 — Financial institutions: 15 %FY2022 — Individuals: 55 %FY2023 — Individuals: 57 %FY2024 — Individuals: 60 %FY2025 — Individuals: 60 %FY2022 — Other corporations: 21 %FY2023 — Other corporations: 21 %FY2024 — Other corporations: 21 %FY2025 — Other corporations: 21 %FY2022 — Securities firms: 2 %FY2023 — Securities firms: 2 %FY2024 — Securities firms: 1 %FY2025 — Securities firms: 3 %
Foreign institutionsFinancial institutionsIndividualsOther corporationsSecurities firms

How to read this: each line shows how one investor group's share has moved over recent years. A rising foreign or institutional line can signal growing professional interest; a falling one the opposite. Japanese companies disclose ownership once a year, so these are annual points — read the direction over several years rather than a single step.

Ownership detail

Investor categoryHolding %Shareholders
Individuals & others60.48%10,214
Other corporations20.93%74
Financial institutions15.18%4
Securities firms3.04%21
Foreign institutions0.26%6
Foreign individuals0.10%16

How to read this: a high foreign or institutional share often means the stock is widely researched and more liquid; a high individual share means retail investors hold most of the company. Percentages are of voting units.

Largest shareholders

S.No.ShareholderSharesStake %
1合同会社フィンテックマネジメント880,60015.33%
2特定有価証券信託受託者株式会社SMBC信託銀行 (注)1681,60011.86%
3北山 雅一523,6199.11%
4ソニー生命保険株式会社172,0002.99%
5キヤノンマーケティングジャパン株式会社170,0002.96%
6株式会社SBI証券149,3742.60%
7里見 努103,1271.79%
8馬野 功二93,2001.62%
9洪  竣84,1001.46%
10北山 智子80,0001.39%

Trust banks such as Master Trust and Custody Bank appear at the top of most Japanese registers: they hold shares on behalf of many underlying funds rather than owning them outright.

Educational data only. Not a recommendation to buy, sell or hold any security.