Capital International Investors
SEC Form 13F institutional filer · CIK 0001562230
13F-HR · 179 reported holdings · 2026-03-31
Asset management division of Capital Group, focuses on international.
Reported long-US-equity value
$332.00B
Top-10 concentration
39.6%
Capital International Investors — $332B AUM allocation strategy
Capital International Investors files SEC Form 13F and reports $332B of long US equity value across 179 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 23.2%, followed by Communication Services 9.2% and Industrials 6.4%.
The top 10 holdings account for 40% 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 International Investors — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$332B
total across 179 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
40% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$APH +11.7M sh · +$1.26B+$LYV +6.85M sh · +$1.05B+$OKE +5.14M sh · +$600M
Biggest trims (shares)
−$AVGO −57.8M sh · −$23.1B−$CNP −49.9M sh · −$1.74B−$IR −39.1M sh · −$3.09B
Exited to nil (held last quarter, gone now)
$HSY ($1.66B last qtr)$TTWO ($302M last qtr)$PCG ($205M last qtr)$ECL ($200M last qtr)$NEE ($187M 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)
- Semiconductors13.0%—
- Interactive Media & Services9.2%—
- Aerospace & Defense6.4%—
- Systems Software6.1%—
- Transaction & Payment Processing Services3.8%—
- Tobacco3.6%—
- Technology Hardware, Storage & Peripherals2.7%—
- Broadline Retail2.7%—
- Other holdings52.4%—
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 | 84M | $26B | -57.8M | 7.8% |
| $MSFT | Microsoft Corporation | 54.8M | $20.3B | -26.7M | 6.1% |
| $NVDA | NVIDIA Corporation | 97.7M | $17B | -6.09M | 5.1% |
| $GOOGL | Alphabet Inc | 45.8M | $13.1B | -38.4M | 4.0% |
| $PM | Philip Morris International Inc | 72.8M | $12B | -28.6M | 3.6% |
| $META | Meta Platforms Inc | 17.8M | $10.2B | -7.93M | 3.1% |
| $AAPL | Apple Inc | 36.3M | $9.21B | -35.5M | 2.8% |
| $AMZN | Amazon.com Inc | 43.9M | $9.15B | -25.6M | 2.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 25.5M | $7.32B | -9.72M | 2.2% |
| $V | Visa Inc | 23.7M | $7.17B | +2.19M | 2.2% |
…and 169 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.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.