Institutions
Capital Research Global Investors

Capital Research Global Investors

CIK

1422848

Location

Los Angeles, CA

Portfolio Value

Mega $630,683,970,532

Diversification

Diversified

Filing Date

Global Rank

#16 / 8,524 ▲ 5

Top Industry

Semiconductors 13.2%

Period ended 58 days ago

Filed May 13, 2026 · 15d

45 quarters · since Dec 2014

Portfolio Concentration

441 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.7%

−1.0 pts

Top 5

24.2%

−3.0 pts

Top 10

35.9%

−3.8 pts

HHI

189

Diversified −31

Portfolio Trend

45 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.6%	$193,109,742,163	75
Healthcare	12.8%	$80,568,737,656	61
Consumer Cyclical	11.8%	$74,523,428,928	45
Industrials	10.1%	$63,401,539,276	68
Financial Services	9.5%	$59,706,696,328	68
Communication Services	7.9%	$49,608,067,554	16
Energy	5.1%	$32,059,032,933	27
Consumer Defensive	4.5%	$28,199,340,972	23
Utilities	3.4%	$21,200,849,110	19
Basic Materials	3.2%	$20,246,181,004	23
Real Estate	1.3%	$8,012,085,110	14
Unclassified	0.0%	$48,269,498	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ITUB	Itau Unibanco Holding S.A.	+54,250,250	84,609,325	$709,026,143
OWL	Blue Owl Capital Inc.	+53,776,129	58,075,965	$530,233,560
CNP	Centerpoint Energy Inc	+51,333,975	72,275,884	$3,119,427,153
INTC	Intel Corp	+50,681,935	77,301,863	$3,411,331,214
CARR	CARRIER GLOBAL Corp	+41,654,872	116,392,662	$6,554,070,797
MDLZ	Mondelez International, Inc.	+38,782,859	68,304,166	$3,937,052,128
WFC	Wells Fargo & Company/Mn	+35,472,195	72,893,582	$5,803,058,063
CMCSA	Comcast Corp	+33,909,460	89,574,393	$2,571,680,823
AVGO	Broadcom Inc.	+29,663,579	116,025,298	$35,910,989,983
AMZN	Amazon Com Inc	+28,398,233	118,434,267	$24,666,304,788
NFLX	Netflix Inc	+25,678,174	68,045,981	$6,542,621,073
PM	Philip Morris International Inc.	+25,263,319	79,823,025	$13,197,938,953
IP	International Paper Co /New/	+23,960,155	78,495,599	$2,802,292,884
XEL	Xcel Energy Inc	+23,727,062	27,258,524	$2,165,417,146
MSFT	Microsoft Corp	+22,768,626	96,093,061	$35,570,768,390
NVDA	Nvidia Corp	+21,474,958	193,037,700	$33,665,774,880
SBUX	Starbucks Corp	+20,166,590	102,348,519	$9,169,403,817
CNQ	Canadian Natural Resources Ltd	+18,101,323	164,432,659	$8,012,803,473
CSX	Csx Corp	+15,451,646	19,669,920	$807,450,216
APO	Apollo Global Management, Inc.	+15,179,699	26,182,472	$2,917,251,030
MO	Altria Group, Inc.	+13,531,844	25,679,912	$1,694,617,392
KO	Coca Cola Co	+13,522,788	29,476,904	$2,241,718,549
META	Meta Platforms, Inc.	+13,036,261	30,909,975	$17,684,523,996
TRP	Tc Energy Corp	+12,675,171	44,847,288	$2,807,440,228
PGR	Progressive Corp/Oh/	+11,430,114	22,574,142	$4,475,097,910
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HAL	Halliburton Co	−53,881,845	56,339,126	$2,196,662,522
NU	Nu Holdings Ltd.	−35,637,731	128,461,467	$1,845,991,280
PYPL	PayPal Holdings, Inc.	−27,106,348	25,246	$1,141,876
RTX	RTX Corp	−23,802,966	52,337,386	$10,095,881,759
CVE	Cenovus Energy Inc.	−19,067,968	105,245,545	$2,792,164,308
AIG	American International Group, Inc.	−18,914,593	7,293,854	$548,862,513
PCG	PG&E Corp	−15,199,087	17,353,304	$304,897,551
EXE	EXPAND ENERGY Corp	−14,452,519	6,798,764	$746,368,311
D	Dominion Energy, Inc	−10,814,687	48,976,047	$3,027,699,225
SYY	Sysco Corp	−9,371,158	8,876,299	$633,146,407
FIS	Fidelity National Information Services, Inc.	−9,227,903	18,901,807	$886,683,766
U	Unity Software Inc.	−8,933,640	5,123,630	$112,412,442
VICI	Vici Properties Inc.	−8,885,928	17,966,558	$490,846,364
SLB	Slb Limited/Nv	−8,542,076	1,997,896	$102,671,875
MGNI	Magnite, Inc.	−7,900,000	5,020,289	$59,641,033
SPNT	SiriusPoint Ltd	−6,700,000	747,968	$16,111,230
SLM	SLM Corp	−5,959,852	5,308,741	$113,660,144
WH	Wyndham Hotels & Resorts, Inc.	−5,957,320	2,248,498	$182,645,492
PCAR	Paccar Inc	−5,712,809	303,434	$35,046,627
DKNG	DraftKings Inc.	−4,836,955	1,778,766	$38,456,920
GEHC	GE HealthCare Technologies Inc.	−4,253,599	21,108,753	$1,502,521,038
CNX	CNX Resources Corp	−3,950,000	815,039	$31,419,753
BKR	Baker Hughes Co	−3,794,263	21,963,612	$1,340,878,512
MU	Micron Technology Inc	−3,443,362	4,156,259	$1,404,150,540
HDB	Hdfc Bank Ltd	−3,434,499	1,192,888	$29,679,053
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CSCO	Cisco Systems, Inc.	63,949,104	$4,961,810,979
CIEN	Ciena Corp	2,750,050	$1,067,651,911
AZN	Astrazeneca PLC	4,611,176	$909,416,130
WDC	Western Digital Corp	3,309,625	$895,220,466
ATO	Atmos Energy Corp	4,010,550	$740,828,796
FTAI	FTAI Aviation Ltd.	2,871,287	$703,465,315
WSO	Watsco Inc	1,898,603	$690,692,785
OKE	Oneok Inc /New/	6,264,969	$566,290,547
TSCO	Tractor Supply Co /De/	10,634,640	$481,749,192
TFC	Truist Financial Corp	10,174,835	$467,737,164
TMUS	T-Mobile US, Inc.	1,814,581	$381,116,447
EGO	Eldorado Gold Corp /Fi	10,382,033	$356,415,192
SOBO	South Bow Corp	10,278,370	$342,475,288
PSA	Public Storage	1,207,605	$327,116,042
OVV	Ovintiv Inc.	5,361,215	$318,241,722
BRO	Brown & Brown, Inc.	3,891,662	$253,775,279
RGLD	Royal Gold Inc	856,097	$217,868,125
HUM	Humana Inc	1,099,839	$190,701,084
BAP	Credicorp Ltd	459,435	$155,831,163
SPG	Simon Property Group Inc.	826,812	$154,225,242
WST	West Pharmaceutical Services Inc	604,011	$151,389,317
AIR	Aar Corp	1,223,260	$133,898,039
UAL	United Airlines Holdings, Inc.	1,298,662	$119,567,810
AEM	Agnico Eagle Mines Ltd	580,559	$117,841,865
CPA	Copa Holdings, S.A.	1,031,398	$117,177,126
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
COF	Capital One Financial Corp	5,887,545	$1,426,905,406
LVS	Las Vegas Sands Corp	16,232,863	$1,056,597,052
EQT	EQT Corp	12,521,749	$671,165,746
C	Citigroup Inc	4,543,822	$530,218,589
LHX	L3harris Technologies, Inc. /De/	1,499,577	$440,230,819
HAS	Hasbro, Inc.	3,225,875	$264,521,750
FCNCA	First Citizens Bancshares Inc /De/	112,144	$240,681,198
CZR	Caesars Entertainment, Inc.	9,915,236	$231,917,370
IQV	Iqvia Holdings Inc.	872,634	$196,700,429
MMYT	MakeMyTrip Ltd	1,827,439	$150,069,290
CBZ	CBIZ, Inc.	2,914,541	$147,038,593
JHG	Janus Henderson Group PLC	2,771,437	$131,837,258
GIS	General Mills Inc	2,734,427	$127,150,855
LW	Lamb Weston Holdings, Inc.	2,820,000	$118,129,800
NYT	New York Times Co	1,694,919	$117,661,276
GOLF	Acushnet Holdings Corp.	1,465,000	$116,936,300
PEGA	Pegasystems Inc	1,796,189	$107,268,407
STUB	StubHub Holdings, Inc.	7,900,000	$106,887,000
LINE	Lineage, Inc.	2,790,338	$97,661,830
SHOO	Steven Madden, Ltd.	2,025,479	$84,340,945
FA	First Advantage Corp	4,864,471	$70,680,763
EIX	Edison International	1,148,661	$68,942,633
IFF	International Flavors & Fragrances Inc	753,785	$50,797,571
CLBT	Cellebrite DI Ltd.	2,405,172	$43,365,251
CVBF	Cvb Financial Corp	2,131,818	$39,651,814
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

441 positions · $630,683,970,532 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 441 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	Action
AVGO	Broadcom Inc. Technology	Added	116,025,298	+29,663,579	$35,910,989,983	+20.1%	5.69%	History
MSFT	Microsoft Corp Technology	Added	96,093,061	+22,768,626	$35,570,768,390	+0.3%	5.64%	History
NVDA	Nvidia Corp Technology	Added	193,037,700	+21,474,958	$33,665,774,880	+5.2%	5.34%	History
AMZN	Amazon Com Inc Consumer Cyclical	Added	118,434,267	+28,398,233	$24,666,304,788	+18.7%	3.91%	History
LLY	ELI LILLY & Co Healthcare	Added	24,632,647	+65,801	$22,656,369,731	−14.2%	3.59%	History
META	Meta Platforms, Inc. Communication Services	Added	30,909,975	+13,036,261	$17,684,523,996	+49.9%	2.80%	History
GOOGL	Alphabet Inc. Communication Services	Added	57,546,747	+5,491,443	$16,548,142,567	+1.6%	2.62%	History
AAPL	Apple Inc. Technology	Added	64,035,728	+8,561,488	$16,251,627,409	+7.8%	2.58%	History
PM	Philip Morris International Inc. Consumer Defensive	Added	79,823,025	+25,263,319	$13,197,938,953	+50.8%	2.09%	History
RTX	RTX Corp Industrials	Reduced	52,337,386	-23,802,966	$10,095,881,759	−27.7%	1.60%	History
AMAT	Applied Materials Inc /De Technology	Reduced	29,455,424	-3,251,625	$10,067,569,368	+19.8%	1.60%	History
GE	General Electric Co Industrials	Added	34,724,628	+9,994,332	$9,853,807,687	+29.4%	1.56%	History
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	21,125,964	+3,809,620	$9,433,587,964	+20.2%	1.50%	History
SBUX	Starbucks Corp Consumer Cyclical	Added	102,348,519	+20,166,590	$9,169,403,817	+32.5%	1.45%	History
UBER	Uber Technologies, Inc Technology	Added	116,339,639	+2,883,263	$8,368,310,233	−9.7%	1.33%	History
JPM	Jpmorgan Chase & Co Financial Services	Added	27,413,395	+5,483,088	$8,063,924,273	+14.1%	1.28%	History
CNQ	Canadian Natural Resources Ltd Energy	Added	164,432,659	+18,101,323	$8,012,803,473	+61.8%	1.27%	History
LIN	Linde PLC Basic Materials	Added	16,051,934	+5,924,340	$7,957,906,799	+84.3%	1.26%	History
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	28,255,701	+8,079,157	$7,775,403,801	+38.2%	1.23%	History
MA	Mastercard Inc Financial Services	Added	13,884,582	+3,092,606	$6,937,570,242	+12.6%	1.10%	History
ABBV	AbbVie Inc. Healthcare	Added	31,254,786	+5,846,586	$6,797,603,407	+17.1%	1.08%	History
CARR	CARRIER GLOBAL Corp Industrials	Added	116,392,662	+41,654,872	$6,554,070,797	+66.0%	1.04%	History
NFLX	Netflix Inc Communication Services	Added	68,045,981	+25,678,174	$6,542,621,073	+64.7%	1.04%	History
WFC	Wells Fargo & Company/Mn Financial Services	Added	72,893,582	+35,472,195	$5,803,058,063	+66.4%	0.92%	History
XOM	Exxon Mobil Corp Energy	Added	33,701,474	+243,032	$5,717,792,078	+42.0%	0.91%	History
ABT	Abbott Laboratories Healthcare	Added	49,775,362	+10,606,123	$5,110,436,416	+4.1%	0.81%	History
CSCO	Cisco Systems, Inc. Technology	NEW	63,949,104	NEW	$4,961,810,979	NEW	0.79%	History
HD	Home Depot, Inc. Consumer Cyclical	Added	14,986,308	+4,813,995	$4,928,846,838	+40.8%	0.78%	History
ORCL	Oracle Corp Technology	Added	32,139,254	+2,002,128	$4,728,005,655	−19.5%	0.75%	History
MELI	Mercadolibre Inc Consumer Cyclical	Added	2,717,172	+492,141	$4,698,044,731	+4.8%	0.74%	History
UNH	Unitedhealth Group Inc Healthcare	Added	17,112,218	+10,850,420	$4,630,395,068	+124.0%	0.73%	History
PGR	Progressive Corp/Oh/ Financial Services	Added	22,574,142	+11,430,114	$4,475,097,910	+76.3%	0.71%	History
BLK	BlackRock, Inc. Financial Services	Added	4,610,418	+771,481	$4,433,885,094	+7.9%	0.70%	History
UNP	Union Pacific Corp Industrials	Added	16,906,409	+5,925,505	$4,101,832,951	+61.5%	0.65%	History
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	68,304,166	+38,782,859	$3,937,052,128	+147.7%	0.62%	History
GILD	Gilead Sciences, Inc. Healthcare	Added	27,127,533	+1,820,462	$3,780,764,274	+21.7%	0.60%	History
EOG	Eog Resources Inc Energy	Added	26,056,870	+1,638,490	$3,767,041,695	+46.9%	0.60%	History
TDG	TransDigm Group INC Industrials	Added	3,143,509	+666,848	$3,643,201,190	+10.6%	0.58%	History
MDT	Medtronic plc Healthcare	Added	41,926,590	+7,353,427	$3,632,939,023	+9.4%	0.58%	History
INTC	Intel Corp Technology	Added	77,301,863	+50,681,935	$3,411,331,214	+247.3%	0.54%	History
CVNA	Carvana Co. Consumer Cyclical	Added	10,850,505	+5,149,552	$3,411,181,761	+41.8%	0.54%	History
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	9,989,672	+6,774,319	$3,376,009,652	+245.5%	0.54%	History
APH	Amphenol Corp /De/ Technology	Added	26,630,629	+10,173,753	$3,364,779,974	+51.3%	0.53%	History
MS	Morgan Stanley Financial Services	Added	20,270,720	+4,838,407	$3,335,952,390	+21.8%	0.53%	History
NEE	Nextera Energy Inc Utilities	Added	35,659,943	+6,108,228	$3,312,095,505	+39.6%	0.53%	History
TSLA	Tesla, Inc. Consumer Cyclical	Added	8,624,813	+418,178	$3,206,274,232	−13.1%	0.51%	History
ALNY	Alnylam Pharmaceuticals, Inc. Healthcare	Added	9,471,181	+2,691,473	$3,133,729,657	+16.2%	0.50%	History
CNP	Centerpoint Energy Inc Utilities	Added	72,275,884	+51,333,975	$3,119,427,153	+288.5%	0.49%	History
D	Dominion Energy, Inc Utilities	Reduced	48,976,047	-10,814,687	$3,027,699,225	−13.6%	0.48%	History
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	10,410,510	-1,494,027	$3,024,149,049	+2.8%	0.48%	History

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