Capital World Investors
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 735,299,356
- Description
- Los Angeles California based fiduciary portfolio advisory practice with a manager led governance framework and a disciplined and process driven investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and long duration private asset evaluation for private client and family mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through allocation committee oversight and risk accountability.
- 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 | 574 | 735,299,356 | 13F-HR | Capital World Investors |
| Q3 2025 | 11/13/2025 | 568 | 732,042,080 | 13F-HR | Capital World Investors |
| Q2 2025 | 8/13/2025 | 580 | 687,946,402 | 13F-HR | Capital World Investors |
| Q1 2025 | 5/12/2025 | 552 | 617,204,461 | 13F-HR | Capital World Investors |
| Q4 2024 | 2/13/2025 | 543 | 658,706,129 | 13F-HR | Capital World Investors |
| Q3 2024 | 11/13/2024 | 534 | 645,047,222 | 13F-HR | Capital World Investors |
| Q2 2024 | 8/13/2024 | 536 | 613,272,715 | 13F-HR | Capital World Investors |
| Q1 2024 | 5/14/2024 | 517 | 604,232,755 | 13F-HR | Capital World Investors |
| Q4 2023 | 2/13/2024 | 507 | 562,260,837 | 13F-HR | Capital World Investors |
| Q3 2023 | 11/13/2023 | 511 | 504,808,414 | 13F-HR | Capital World Investors |
| Q2 2023 | 8/11/2023 | 502 | 519,911,670 | 13F-HR | Capital World Investors |
| Q1 2023 | 5/15/2023 | 513 | 483,791,592 | 13F-HR | Capital World Investors |
| Q4 2022 | 2/14/2023 | 539 | 469,109,689 | 13F-HR | Capital World Investors |
| Q3 2022 | 11/14/2022 | 549 | 445,407 | 13F-HR | Capital World Investors |
| Q2 2022 | 8/15/2022 | 563 | 470,716 | 13F-HR | Capital World Investors |
| Q1 2022 | 5/19/2022 | 580 | 580,757 | 13F-HR/A - RESTATEMENT | Capital World Investors |
| Q1 2022 | 5/16/2022 | 529 | 572,673 | 13F-HR | Capital World Investors |
| Q4 2021 | 2/14/2022 | 610 | 632,210 | 13F-HR | Capital World Investors |
| Q3 2021 | 11/15/2021 | 611 | 585,855 | 13F-HR | Capital World Investors |
| Q2 2021 | 8/16/2021 | 608 | 588,428 | 13F-HR | Capital World Investors |
| Q1 2021 | 5/14/2021 | 596 | 541,067 | 13F-HR | Capital World Investors |
| Q4 2020 | 2/12/2021 | 565 | 518,942 | 13F-HR | Capital World Investors |
| Q3 2020 | 11/13/2020 | 557 | 456,913 | 13F-HR | Capital World Investors |
| Q2 2020 | 8/14/2020 | 526 | 413,273 | 13F-HR | Capital World Investors |
| Q1 2020 | 5/15/2020 | 521 | 344,617 | 13F-HR | Capital World Investors |
| Q4 2019 | 2/18/2020 | 515 | 447,392 | 13F-HR | Capital World Investors |
| Q1 2014 | 5/15/2014 | 501 | 350,861 | 13F-HR | Capital World Investors |
| Q4 2013 | 2/14/2014 | 486 | 355,679 | 13F-HR | Capital World Investors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 734.7 M | 99.9% | 3.046 M | 0 | 3.046 M |
| ETFs | 14.74 K | 0.0% | 7.795 K | 0 | 7.795 K |
| Debt | 156 K | 0.0% | 87.13 K | 0 | 87.13 K |
| Other | 453.3 K | 0.1% | 116.6 K | 0 | 116.6 K |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
735,299,356
Holdings
574
QoQ value change ($000)
3,257,276
(0.4%)
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.