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Capital Research Global Investors — 13F Holdings & Portfolio

CIK 1422848 · latest 13F-HR filed 2026-08-12

Backtest portfolio

Capital Research Global Investors manages $716.87B in 13F-reported U.S. long-equity assets across 426 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVGO (5.96%), NVDA (5.66%), MSFT (4.93%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 35 new positions, exited 68, added to 195, and trimmed 144.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
333 SOUTH HOPE STREET
55TH FL
LOS ANGELES, CA 90071
Phone
(213) 486-9200
Filing Manager
Capital Research Global Investors
Los Angeles, CA
Signatory
Martin Romo
Partner
Loading holdings…
AUM

$716.87B

Long-equity book

Holdings

426

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+35 / −68 / ↑195 / ↓144

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NVIDIA CORPORATION$6.90B +20.5%
  • INTEL CORP$6.89B +201.9%
  • BROADCOM INC$6.83B +19.0%
  • APPLIED MATLS INC$5.95B +59.1%
  • ALPHABET INC$5.80B +35.0%
Show all 195 →

Top Trims

  • CANADIAN NAT RES LTD MED TER-$3.43B -42.7%
  • MEDTRONIC PLC-$2.60B -71.4%
  • HALLIBURTON CO-$1.90B -86.6%
  • ABBOTT LABORATORIES-$1.76B -34.5%
  • NETFLIX INC.-$1.64B -25.0%
Show all 144 →

New Positions

  • SPACE EXPLORATION TECHN CORP$1.78B
  • ALPHABET INC$932.8M
  • ALPHABET INC$922.0M
  • HONEYWELL INTL INC$738.9M
  • HONEYWELL AEROSPACE INC$729.5M
Show all 35 →

Exited Positions

  • HONEYWELL INTL INC$1.33B
  • CHARTER COMMUNICATIONS INC$1.14B
  • SEMPRA$513.6M
  • DOW HLDGS INC$380.9M
  • NEBIUS GROUP N.V.$348.4M
Show all 68 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BROADCOM INC AVGO 11135F101 $42.73B 5.96% 113,126,312 SH
2 NVIDIA CORPORATION NVDA 67066G104 $40.56B 5.66% 202,740,420 SH
3 MICROSOFT CORP MSFT 594918104 $35.34B 4.93% 94,750,369 SH
4 AMAZON COM INC AMZN 023135106 $28.75B 4.01% 120,603,873 SH
5 ELI LILLY & CO LLY 532457108 $25.04B 3.49% 20,873,140 SH
6 ALPHABET INC GOOGL 02079K305 $22.35B 3.12% 62,527,250 SH
7 META PLATFORMS INC META 30303M102 $22.32B 3.11% 39,619,778 SH
8 APPLE INC AAPL 037833100 $17.18B 2.40% 59,393,712 SH
9 APPLIED MATLS INC AMAT 038222105 $16.02B 2.23% 22,159,097 SH
10 PHILIP MORRIS INTL INC PM 718172109 $15.24B 2.13% 84,253,663 SH
11 ALPHABET INC GOOG 02079K107 $15.15B 2.11% 42,891,466 SH
12 GE AEROSPACE GE 369604301 $11.56B 1.61% 30,942,708 SH
13 STARBUCKS CORP SBUX 855244109 $11.21B 1.56% 109,649,535 SH
14 ROYAL CARIBBEAN GROUP RCL V7780T103 $10.88B 1.52% 34,256,274 SH
15 INTEL CORP INTC 458140100 $10.30B 1.44% 73,749,883 SH
16 RTX CORPORATION RTX 75513E101 $9.93B 1.39% 52,346,255 SH
17 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $9.68B 1.35% 19,490,637 SH
18 UBER TECHNOLOGIES INC UBER 90353T100 $9.43B 1.32% 130,662,156 SH
19 JPMORGAN CHASE & CO JPM 46625H100 $9.08B 1.27% 27,746,323 SH
20 LINDE PLC LIN G54950103 $9.05B 1.26% 17,430,716 SH
21 CISCO SYS INC CSCO 17275R102 $7.89B 1.10% 67,174,294 SH
22 CARRIER GLOBAL CORPORATION CARR 14448C104 $7.78B 1.09% 106,065,347 SH
23 ABBVIE INC ABBV 00287Y109 $7.57B 1.06% 30,101,551 SH
24 WELLS FARGO & CO WFC 949746101 $6.31B 0.88% 76,395,745 SH
25 CORNING INC GLW 219350105 $6.31B 0.88% 24,698,700 SH
26 MASTERCARD INCORPORATED MA 57636Q104 $5.97B 0.83% 11,626,317 SH
27 HOME DEPOT INC HD 437076102 $5.93B 0.83% 16,802,396 SH
28 ORACLE CORP ORCL 68389X105 $5.82B 0.81% 39,746,237 SH
29 PROGRESSIVE CORP PGR 743315103 $5.80B 0.81% 26,549,107 SH
30 MERCADOLIBRE INC MELI 58733R102 $5.33B 0.74% 3,138,040 SH
31 AMPHENOL CORP APH 032095101 $5.20B 0.73% 29,487,845 SH
32 DOMINION ENERGY INC D 25746U109 $5.04B 0.70% 73,855,890 SH
33 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $5.00B 0.70% 10,474,198 SH
34 NETFLIX INC. NFLX 64110L106 $4.91B 0.68% 68,701,246 SH
35 UNION PAC CORP UNP 907818108 $4.65B 0.65% 17,112,417 SH
36 CANADIAN NAT RES LTD MED TER CNQ 136385101 $4.59B 0.64% 116,067,730 SH
37 EXXON MOBIL CORP XOM 30231G102 $4.56B 0.64% 33,342,063 SH
38 MICRON TECHNOLOGY INC MU 595112103 $4.42B 0.62% 3,827,473 SH
39 UNITEDHEALTH GROUP INC UNH 91324P102 $4.38B 0.61% 10,534,177 SH
40 BLACKROCK INC BLK 09290D101 $4.29B 0.60% 4,458,212 SH
41 ALTRIA GROUP INC MO 02209S103 $4.22B 0.59% 58,653,624 SH
42 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $4.18B 0.58% 4,326,781 SH
43 CARVANA CO CVNA 146869102 $4.17B 0.58% 63,423,386 SH
44 TRANSDIGM GROUP INC TDG 893641100 $4.16B 0.58% 3,119,490 SH
45 MONDELEZ INTL INC MDLZ 609207105 $4.03B 0.56% 69,663,227 SH
46 MORGAN STANLEY MS 617446448 $3.78B 0.53% 18,070,606 SH
47 TESLA INC TSLA 88160R101 $3.57B 0.50% 8,499,204 SH
48 ABBOTT LABORATORIES ABT 002824100 $3.35B 0.47% 36,908,990 SH
49 CENTERPOINT ENERGY INC CNP 15189T107 $3.14B 0.44% 71,382,073 SH
50 AIR PRODUCTS AND CHEMICALS I APD 009158106 $3.11B 0.43% 10,602,157 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $716.87B 426 0001422848-26-000094
2026-03-31 2026-05-13 $644.56B 459 0001422848-26-000041
2025-12-31 2026-02-11 $541.73B 434 0001422848-26-000005
2025-09-30 2025-11-13 $532.97B 433 0001422848-25-000223