Capital Research Global Investors
SEC Form 13F institutional filer · CIK 0001422848
13F-HR · 229 reported holdings · 2026-03-31
Asset management division of Capital Group, focuses on global.
Reported long-US-equity value
$578.01B
Top-10 concentration
39.4%
Capital Research Global Investors — $578B AUM allocation strategy
Capital Research Global Investors files SEC Form 13F and reports $578B of long US equity value across 229 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.8%, followed by Communication Services 7.9% and Consumer Discretionary 7.2%.
The top 10 holdings account for 39% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Capital Research Global Investors — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$578B
total across 229 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
39% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CNP +51.3M sh · +$2.32B+$INTC +50.7M sh · +$2.43B+$CARR +41.7M sh · +$2.6B
Biggest trims (shares)
−$HAL −53.9M sh · −$918M−$PYPL −27.1M sh · −$1.58B−$RTX −23.8M sh · −$3.87B
Exited to nil (held last quarter, gone now)
$COF ($1.43B last qtr)$LVS ($1.06B last qtr)$EQT ($671M last qtr)$C ($530M last qtr)$LHX ($440M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors12.1%—
- Interactive Media & Services7.9%—
- Systems Software6.2%—
- Broadline Retail4.3%—
- Pharmaceuticals3.9%—
- Aerospace & Defense3.4%—
- Technology Hardware, Storage & Peripherals2.8%—
- Tobacco2.3%—
- Other holdings57.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AVGO | Broadcom Inc | 116M | $35.9B | +29.7M | 6.2% |
| $MSFT | Microsoft Corporation | 96.1M | $35.6B | +22.8M | 6.2% |
| $NVDA | NVIDIA Corporation | 193M | $33.7B | +21.5M | 5.8% |
| $AMZN | Amazon.com Inc | 118M | $24.7B | +28.4M | 4.3% |
| $LLY | Eli Lilly and Company | 24.6M | $22.7B | +65.8K | 3.9% |
| $META | Meta Platforms Inc | 30.9M | $17.7B | +13M | 3.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 57.5M | $16.5B | +5.49M | 2.9% |
| $AAPL | Apple Inc | 64M | $16.3B | +8.56M | 2.8% |
| $PM | Philip Morris International Inc | 79.8M | $13.2B | +25.3M | 2.3% |
| $GOOGL | Alphabet Inc | 40.3M | $11.6B | +12.2M | 2.0% |
…and 219 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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