Capital World Investors — 13F Holdings & Portfolio

CIK 1422849 · latest 13F-HR filed 2026-05-13

Capital World Investors manages $732.94B in 13F-reported U.S. long-equity assets across 620 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AVGO (4.91%), META (3.20%), MSFT (3.12%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 110 new positions, exited 64, added to 235, and trimmed 222.

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

$732.94B

Long-equity book

Holdings

620

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+110 / −64 / ↑235 / ↓222

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TOTALENERGIES SE$4.04B +963.7%
  • ALPHABET INC$3.79B +41.8%
  • EOG RES INC$3.24B +76.0%
  • WESTERN DIGITAL CORP$3.03B +1653.8%
  • CANADIAN NAT RES LTD MED TER$2.87B +42.5%
Show all 235

Top Trims

  • MICROSOFT CORP-$8.33B -26.7%
  • BROADCOM INC-$6.71B -15.7%
  • SHOPIFY INC-$3.70B -48.1%
  • TESLA INC-$3.16B -16.5%
  • THERMO FISHER SCIENTIFIC INC-$3.11B -48.8%
Show all 222

New Positions

  • ASTRAZENECA PLC$5.52B
  • AKAMAI TECHNOLOGIES INC$776.9M
  • BP PLC$747.7M
  • EXPAND ENERGY CORPORATION$681.9M
  • AMERICAN INTL GROUP INC$602.0M
Show all 110

Exited Positions

  • SYNOPSYS INC$3.12B
  • ABBOTT LABS$1.06B
  • SNAP INC$713.8M
  • MCDONALDS CORP$474.0M
  • HIMS & HERS HEALTH INC$465.1M
Show all 64
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 $35.96B 4.91% 116,188,483 SH
2 META PLATFORMS INC META 30303M102 $23.49B 3.20% 41,055,422 SH
3 MICROSOFT CORP MSFT 594918104 $22.85B 3.12% 61,734,339 SH
4 NVIDIA CORPORATION NVDA 67066G104 $22.72B 3.10% 130,266,430 SH
5 PHILIP MORRIS INTL INC PM 718172109 $22.06B 3.01% 133,450,504 SH
6 ALPHABET INC GOOGL 02079K305 $18.79B 2.56% 65,347,108 SH
7 TESLA INC TSLA 88160R101 $15.95B 2.18% 42,904,073 SH
8 ELI LILLY & CO LLY 532457108 $14.37B 1.96% 15,621,813 SH
9 MICRON TECHNOLOGY INC MU 595112103 $14.21B 1.94% 42,054,392 SH
10 ALPHABET INC GOOG 02079K107 $12.84B 1.75% 44,759,732 SH
11 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $11.33B 1.55% 25,368,124 SH
12 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $11.11B 1.52% 32,886,937 SH
13 AMAZON COM INC AMZN 023135106 $10.50B 1.43% 50,418,935 SH
14 AMGEN INC AMGN 031162100 $10.30B 1.41% 29,288,343 SH
15 CANADIAN NAT RES LTD MED TER CNQ 136385101 $9.64B 1.32% 197,679,763 SH
16 NETFLIX INC. NFLX 64110L106 $9.53B 1.30% 99,103,552 SH
17 STARBUCKS CORP SBUX 855244109 $9.26B 1.26% 103,315,629 SH
18 VISA INC V 92826C839 $7.61B 1.04% 25,178,201 SH
19 UNITEDHEALTH GROUP INC UNH 91324P102 $7.52B 1.03% 27,783,415 SH
20 EOG RES INC EOG 26875P101 $7.50B 1.02% 51,890,964 SH
21 BANK AMERICA CORP BAC 060505104 $7.03B 0.96% 144,289,396 SH
22 DEERE & CO DE 244199105 $6.91B 0.94% 12,272,894 SH
23 APPLE INC AAPL 037833100 $6.89B 0.94% 27,140,333 SH
24 UNION PAC CORP UNP 907818108 $6.57B 0.90% 27,072,234 SH
25 KLA CORP KLAC 482480100 $6.01B 0.82% 4,084,069 SH
26 GILEAD SCIENCES INC GILD 375558103 $5.75B 0.78% 41,283,933 SH
27 CVS HEALTH CORP CVS 126650100 $5.55B 0.76% 77,248,642 SH
28 ASTRAZENECA PLC AZN G0593M107 $5.52B 0.75% 28,264,580 SH
29 ROYAL CARIBBEAN GROUP RCL V7780T103 $5.52B 0.75% 20,062,271 SH
30 WHEATON PRECIOUS METALS CORP WPM 962879102 $5.51B 0.75% 42,086,263 SH
31 SOUTHERN CO SO 842587107 $5.43B 0.74% 56,239,873 SH
32 TRANSDIGM GROUP INC TDG 893641100 $5.41B 0.74% 4,666,491 SH
33 HOME DEPOT INC HD 437076102 $5.31B 0.72% 16,143,812 SH
34 COMCAST CORP NEW CMCSA 20030N101 $5.23B 0.71% 182,141,779 SH
35 BOEING CO BA 097023105 $5.12B 0.70% 25,727,803 SH
36 D R HORTON INC DHI 23331A109 $5.07B 0.69% 36,936,106 SH
37 ASML HLDG NV ASML N07059210 $4.93B 0.67% 3,733,385 SH
38 NORTHROP GRUMMAN CORP NOC 666807102 $4.70B 0.64% 6,892,150 SH
39 CLOUDFLARE INC NET 18915M107 $4.69B 0.64% 22,735,569 SH
40 CITIGROUP INC C 172967424 $4.62B 0.63% 40,720,859 SH
41 JPMORGAN CHASE & CO JPM 46625H100 $4.54B 0.62% 15,421,463 SH
42 TOTALENERGIES SE TTE F92124100 $4.46B 0.61% 48,349,190 SH
43 AGNICO EAGLE MINES LTD AEM 008474108 $4.39B 0.60% 21,626,307 SH
44 GE AEROSPACE GE 369604301 $4.36B 0.59% 15,366,155 SH
45 INTERNATIONAL BUSINESS MACHS IBM 459200101 $4.14B 0.56% 17,062,453 SH
46 SHOPIFY INC SHOP 82509L107 $4.00B 0.55% 33,696,844 SH
47 FIRSTENERGY CORP FE 337932107 $3.93B 0.54% 77,662,784 SH
48 L3HARRIS TECHNOLOGIES INC LHX 502431109 $3.80B 0.52% 11,011,608 SH
49 MERCADOLIBRE INC MELI 58733R102 $3.79B 0.52% 2,194,481 SH
50 GE VERNOVA INC GEV 36828A101 $3.72B 0.51% 4,262,860 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $732.94B 620 0001422849-26-000046
2025-12-31 2026-02-11 $735.30B 574 0001422849-26-000010
2025-09-30 2025-11-13 $732.04B 568 0001422849-25-000069