CAPITAL WORLD INVESTORS
Q2 2026 Form 13-F
LOS ANGELES, CALIFORNIA
CIK 0001422849
· Institutional investment manager
Consolidated report · includes
2 managers
since Q2 2013
$846.4B Reported Value Total
Reported value
$846.4B
Quarter over quarter
+15.7%
Holdings
626
Top-10 concentration
29.6%
Filing Structure
Reports holdings for
- CAPITAL RESEARCH & MANAGEMENT CO · File #028-00157 · since Q2 2013
- Capital Group Companies Inc · File #028-00218 · since Q2 2013
- AA Financial Advisors LLC · File #028-24043 · Q1 2024 – Q1 2026 · declared by one filing
- J Derek Lewis & Associates Inc · File #028-26778 · Q4 2025 – Q1 2026 · declared by one filing
- Capital Group International Inc · File #028-05044 · Q1 2024 – Q1 2025 · declared by one filing
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Alan N. Berro
Partner
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
Loading 13F Metrics
Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 12, 2026 |
| Form | 13F-HR |
| Reported value | $846.4B |
| Positions | 626 |
| Change in reported value | +15.5% |
| New positions | 75 |
| Exited positions | 58 |
| Position turnover | 19.4% |
| Top-10 concentration | 29.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 12, 2026
|
626 | $846.4B |
|
Q1 2026 13F
Filed May 13, 2026
|
613 | $732.9B |
|
Q4 2025 13F
Filed Feb 11, 2026
|
561 | $735.3B |
|
Q3 2025 13F
Filed Nov 13, 2025
|
560 | $732.0B |
|
Q2 2025 13F
Filed Aug 13, 2025
|
575 | $687.9B |
|
Q1 2025 13F
Filed May 12, 2025
|
547 | $617.2B |
|
Q4 2024 13F
Filed Feb 13, 2025
|
538 | $658.7B |
|
Q3 2024 13F
Filed Nov 13, 2024
|
529 | $645.0B |
|
Q2 2024 13F
Filed Aug 13, 2024
|
531 | $613.3B |
|
Q1 2024 13F
Filed May 14, 2024
|
513 | $604.2B |
|
Q4 2023 13F
Filed Feb 13, 2024
|
502 | $562.3B |
|
Q3 2023 13F
Filed Nov 13, 2023
|
507 | $504.8B |
|
Q2 2023 13F
Filed Aug 11, 2023
|
500 | $519.9B |
|
Q1 2023 13F
Filed May 15, 2023
|
507 | $483.8B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
533 | $469.1B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
543 | $445.4B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
557 | $470.7B |
|
Q1 2022 13F
Filed May 16, 2022
|
573 | $580.8B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
604 | $632.2B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
605 | $585.9B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AVGO BROADCOM INC | $46.0B | 5.44% |
| 2 | MU MICRON TECHNOLOGY INC | $34.0B | 4.02% |
| 3 | GOOGL ALPHABET INC | $26.2B | 3.1% |
| 4 | PM PHILIP MORRIS INTL INC | $24.1B | 2.85% |
| 5 | META META PLATFORMS INC | $23.0B | 2.72% |
| 6 | NVDA NVIDIA CORPORATION | $21.8B | 2.58% |
| 7 | MSFT MICROSOFT CORP | $20.6B | 2.43% |
| 8 | TSLA TESLA INC | $19.2B | 2.27% |
| 9 | LLY ELI LILLY & CO | $19.1B | 2.25% |
| 10 | TSM TAIWAN SEMICONDUCTOR MANUFAC | $16.4B | 1.94% |
| 11 | GOOG ALPHABET INC | $15.0B | 1.77% |
| 12 | AMZN AMAZON COM INC | $14.6B | 1.72% |
| 13 | KLAC KLA CORP | $13.7B | 1.61% |
| 14 | VRTX VERTEX PHARMACEUTICALS INC | $13.0B | 1.53% |
| 15 | UNH UNITEDHEALTH GROUP INC | $12.4B | 1.47% |
| 16 | AAPL APPLE INC | $11.4B | 1.34% |
| 17 | WDC WESTERN DIGITAL CORP | $10.6B | 1.25% |
| 18 | AMGN AMGEN INC | $10.5B | 1.24% |
| 19 | V VISA INC | $9.7B | 1.15% |
| 20 | SBUX STARBUCKS CORP | $9.3B | 1.1% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.