Regarding changes in Kasumigaseki Capital's shareholder composition, the latest Change Report disclosed Capital Research and Management Company's stake at 8.83% and reported the withdrawal of stock loans. Historical changes also show that the stake had reached the 9% range by the end of April.
The latest report disclosed a Change Report in which Capital Research reported an 8.83% stake in Kasumigaseki Capital. The date on which the reporting obligation arose was 15 October 2026, and the filing was made on 22 October. It was also reported that stock loans had been withdrawn, with the total estimated at approximately 320,000 shares.
Historical changes in the holding ratio included 9.02% on 30 April 2026, 8.81% on 13 March of the same year, 8.76% on 15 April and 6.31% on 30 January. All of these were filed as Change Reports or Large-Volume Holding Reports.
Market participants had viewed concerns over a capital increase as the primary selling factor, but the latest report is being interpreted as having removed that concern. At the same time, reports of changes to the stock-lending agreement may lead to continued discussion about future movements in the shares.
Reports that Capital Research has stopped lending shares are expected to affect the trading supply of Kasumigaseki Capital shares. This will be a factor to monitor in assessing future disclosure and the market response.