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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 and exited 68; 195 existing positions rose in reported value and 144 fell.

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.

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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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AVGO6.0% · -2%NVDA5.7% · +5%MSFT4.9% · -1%AMZN4.0% · +2%LLY3.5% · -15%GOOGL3.1% · +9%META3.1% · +28%AAPL2.4% · -7%AMAT2.2% · -25%PM2.1% · +6%GOOG2.1% · +6%GE1.6% · -11%SBUX1.6% · +7%RCL1.5% · +21%INTC1.4% · -5%RTX1.4% · 0%VRTX1.4% · -8%UBER1.3% · +12%JPM1.3% · +1%LIN1.3% · +9%CSCO1.1% · +5%CARR1.1% · -9%ABBV1.1% · -4%WFC0.9% · +5%GLW0.9% · +13%MA0.8% · -16%HD0.8% · +12%ORCL0.8% · +24%PGR0.8% · +18%MELI0.7% · +16%APH0.7% · +11%D0.7% · +51%TSM0.7% · +5%NFLX0.7% · +1%UNP0.6% · +1%CNQ0.6% · -29%XOM0.6% · -1%MU0.6% · -8%UNH0.6% · -38%BLK0.6% · -3%MO0.6% · +128%STX0.6% · -25%CVNA0.6% · +484%TDG0.6% · -1%MDLZ0.6% · +2%MS0.5% · -11%TSLA0.5% · -2%ABT0.5% · -26%CNP0.4% · -1%APD0.4% · +2%IP0.4% · -0%KLAC0.4% · +898%ALNY0.4% · +3%APO0.4% · -3%TRP0.4% · -3%CMCSA0.4% · +30%EOG0.4% · -17%VIK0.4% · +12%FCX0.4% · +2%CVS0.4% · +22%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 37%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 195 →

Top Trims

Show all 144 →

New Positions

Show all 35 →

Exited Positions

Show all 68 →

Capital Research Global Investors Holdings (2026-06-30)

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
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