Position in CG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$497,479,033
-$365,179,949 QoQ
Shares Held
11,813,798
-33.7% QoQ
Ownership
3.32%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#4
of 584 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Capital World Investors holds $11,819,052,668 across 18 Asset Management names. CG ranks #9 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
78,684,708 | $3,351,181,713 | |
| 2 | APO |
Apollo Global Management, Inc.
|
18,279,251 | $2,162,618,185 | |
| 3 | ARES |
Ares Management Corp
|
10,644,025 | $1,184,786,422 | |
| 4 | BX |
Blackstone Inc.
|
6,935,655 | $816,118,523 | |
| 5 | BLK |
BlackRock, Inc.
|
784,722 | $754,557,286 | |
| 6 | KKR |
KKR & Co. Inc.
|
7,775,190 | $713,606,938 | |
| 7 | PFG |
Principal Financial Group Inc
|
6,040,005 | $650,991,738 | |
| 8 | BAM |
Brookfield Asset Management Ltd.
|
13,485,369 | $604,818,799 |
All Filings in CG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,479,033 | 11,813,798 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $862,658,982 | 17,827,216 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,180,478,657 | 19,970,879 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,252,487,864 | 19,975,883 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,025,865,872 | 19,958,480 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $772,337,689 | 17,718,231 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $998,609,295 | 19,778,358 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $849,469,336 | 19,727,574 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $804,799,563 | 20,044,821 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $940,686,792 | 20,053,012 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $812,714,838 | 19,973,331 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $602,295,230 | 19,970,001 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $596,012,553 | 18,654,540 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $393,261,344 | 12,661,344 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $66,155,280 | 2,217,000 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $414,375,563 | 16,036,206 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $558,408,125 | 17,637,654 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $943,209,639 | 19,284,597 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $1,060,407,719 | 19,315,259 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $913,362,557 | 19,318,159 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $869,968,437 | 18,717,049 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $639,227,396 | 17,389,211 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $285,735,334 | 9,088,274 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $311,264,103 | 12,617,110 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $351,990,361 | 12,616,142 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $113,980,495 | 5,264,688 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||