Capital Research Global Investors
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 541,732,783
- Description
- Los Angeles California based advisory led wealth manager with a manager led governance framework and a disciplined and process driven investment mandate. The approach emphasizes long duration private asset evaluation, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. The process prioritizes downside control, mandate clarity, and consistent execution standards through allocation committee oversight and allocation selectivity.
- Website
- https://www.capitalgroup.com/
- Founded
- 1931
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 434 | 541,732,783 | 13F-HR | Capital Research Global Investors |
| Q3 2025 | 11/13/2025 | 433 | 532,967,844 | 13F-HR | Capital Research Global Investors |
| Q2 2025 | 8/13/2025 | 431 | 499,459,087 | 13F-HR | Capital Research Global Investors |
| Q1 2025 | 5/12/2025 | 456 | 459,898,088 | 13F-HR | Capital Research Global Investors |
| Q4 2024 | 2/13/2025 | 438 | 486,376,919 | 13F-HR | Capital Research Global Investors |
| Q3 2024 | 11/13/2024 | 415 | 481,142,913 | 13F-HR | Capital Research Global Investors |
| Q2 2024 | 8/13/2024 | 414 | 455,741,773 | 13F-HR | Capital Research Global Investors |
| Q1 2024 | 5/14/2024 | 410 | 441,983,432 | 13F-HR | Capital Research Global Investors |
| Q4 2023 | 2/13/2024 | 408 | 406,470,761 | 13F-HR | Capital Research Global Investors |
| Q3 2023 | 11/13/2023 | 411 | 363,161,963 | 13F-HR | Capital Research Global Investors |
| Q2 2023 | 8/11/2023 | 414 | 373,184,641 | 13F-HR | Capital Research Global Investors |
| Q1 2023 | 5/15/2023 | 425 | 350,399,843 | 13F-HR | Capital Research Global Investors |
| Q4 2022 | 2/14/2023 | 436 | 330,877,342 | 13F-HR | Capital Research Global Investors |
| Q3 2022 | 11/14/2022 | 429 | 304,371 | 13F-HR | Capital Research Global Investors |
| Q2 2022 | 8/15/2022 | 423 | 321,049 | 13F-HR | Capital Research Global Investors |
| Q1 2022 | 5/19/2022 | 440 | 405,104 | 13F-HR/A - RESTATEMENT | Capital Research Global Investors |
| Q1 2022 | 5/16/2022 | 393 | 389,033 | 13F-HR | Capital Research Global Investors |
| Q4 2021 | 2/14/2022 | 440 | 452,675 | 13F-HR | Capital Research Global Investors |
| Q3 2021 | 11/15/2021 | 441 | 428,647 | 13F-HR | Capital Research Global Investors |
| Q2 2021 | 8/16/2021 | 436 | 429,523 | 13F-HR | Capital Research Global Investors |
| Q1 2021 | 5/14/2021 | 425 | 408,708 | 13F-HR | Capital Research Global Investors |
| Q4 2020 | 2/12/2021 | 404 | 385,302 | 13F-HR | Capital Research Global Investors |
| Q3 2020 | 11/13/2020 | 405 | 333,114 | 13F-HR | Capital Research Global Investors |
| Q2 2020 | 8/14/2020 | 399 | 316,133 | 13F-HR | Capital Research Global Investors |
| Q1 2020 | 5/15/2020 | 397 | 254,904 | 13F-HR | Capital Research Global Investors |
| Q4 2019 | 2/18/2020 | 405 | 333,481 | 13F-HR | Capital Research Global Investors |
| Q1 2014 | 5/15/2014 | 418 | 276,804 | 13F-HR | Capital Research Global Investors |
| Q4 2013 | 2/14/2014 | 429 | 270,149 | 13F-HR | Capital Research Global Investors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 541.7 M | 100.0% | 8.753 M | 0 | 8.753 M |
| ETFs | 3.365 K | 0.0% | 2.205 K | 0 | 2.205 K |
| Debt | 10.06 K | 0.0% | 10.06 K | 0 | 10.06 K |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
541,732,783
Holdings
434
QoQ value change ($000)
8,764,939
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.