Capital Research Global Investors
About Capital Research Global Investors’s 13F portfolio
Capital Research Global Investors is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Capital Research Global Investors reported $716.9B across 426 US-listed positions (). Its largest position is BROADCOM INC (AVGO) at 6.0% of the reported book, and its ten biggest holdings make up 37% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NASDAQ: AVGO BROADCOM INC | $355.59 −0.32% | 6.0% | 113.1M | $42.7B |
| 2 |  NASDAQ: NVDA NVIDIA CORPORATION | $209.66 −1.59% | 5.7% | 202.7M | $40.6B |
| 3 |  NASDAQ: MSFT MICROSOFT CORP | $496.37 +0.95% | 4.9% | 94.8M | $35.3B |
| 4 |  NASDAQ: AMZN AMAZON COM INC | $260.28 −0.30% | 4.0% | 120.6M | $28.7B |
| 5 |  NYSE: LLY ELI LILLY & CO | $1,189.41 −3.59% | 3.5% | 20.9M | $25.0B |
| 6 |  NASDAQ: GOOGL ALPHABET INC | $342.00 −1.43% | 3.1% | 62.5M | $22.3B |
| 7 |  NASDAQ: META META PLATFORMS INC | $576.14 +1.07% | 3.1% | 39.6M | $22.3B |
| 8 |  NASDAQ: AAPL APPLE INC | $313.45 +1.15% | 2.4% | 59.4M | $17.2B |
| 9 |  NASDAQ: AMAT APPLIED MATLS INC | $479.76 −0.06% | 2.2% | 22.2M | $16.0B |
| 10 |  NYSE: PM PHILIP MORRIS INTL INC | $194.10 +0.09% | 2.1% | 84.3M | $15.2B |
| 11 |  NASDAQ: GOOG ALPHABET INC | $339.10 −1.23% | 2.1% | 42.9M | $15.2B |
| 12 |  NYSE: GE GE AEROSPACE | $354.39 +1.39% | 1.6% | 30.9M | $11.6B |
| 13 |  NASDAQ: SBUX STARBUCKS CORP | $108.49 +2.58% | 1.6% | 109.6M | $11.2B |
| 14 |  NYSE: RCL ROYAL CARIBBEAN GROUP | $290.00 −0.78% | 1.5% | 34.3M | $10.9B |
| 15 |  NASDAQ: INTC INTEL CORP | $88.24 +0.87% | 1.4% | 73.7M | $10.3B |
| 16 |  NYSE: RTX RTX CORPORATION | $211.99 +0.81% | 1.4% | 52.3M | $9.9B |
| 17 |  NASDAQ: VRTX VERTEX PHARMACEUTICALS INC | $547.29 −1.01% | 1.4% | 19.5M | $9.7B |
| 18 |  NYSE: UBER UBER TECHNOLOGIES INC | $78.49 −2.31% | 1.3% | 130.7M | $9.4B |
| 19 |  NYSE: JPM JPMORGAN CHASE & CO | $356.50 −0.05% | 1.3% | 27.7M | $9.1B |
| 20 |  NASDAQ: LIN LINDE PLC | $490.33 +0.64% | 1.3% | 17.4M | $9.0B |
| 21 |  NASDAQ: CSCO CISCO SYS INC | $112.36 +1.13% | 1.1% | 67.2M | $7.9B |
| 22 |  NYSE: CARR CARRIER GLOBAL CORPORATION | $58.74 +0.38% | 1.1% | 106.1M | $7.8B |
| 23 |  NYSE: ABBV ABBVIE INC | $262.90 −1.09% | 1.1% | 30.1M | $7.6B |
| 24 |  NYSE: WFC WELLS FARGO & CO | $85.23 +0.52% | 0.9% | 76.4M | $6.3B |
| 25 |  NYSE: GLW CORNING INC | $152.78 +3.82% | 0.9% | 24.7M | $6.3B |
Showing 1–25 of 426 positions on this page reported in this 13F.
- Technology34%
- Consumer Cyclical13%
- Healthcare11%
- Communication Services9.9%
- Industrials9.5%
- Financial Services7.9%
- Consumer Defensive4.4%
- Energy3.1%
- Basic Materials2.9%
- Utilities2.9%
- Real Estate1.1%
- AddedNVDANVIDIA CORPORATION+5.0%$40.6B
- AddedAMZNAMAZON COM INC+1.8%$28.7B
- AddedGOOGLALPHABET INC+8.7%$22.3B
- AddedMETAMETA PLATFORMS INC+28.2%$22.3B
- AddedPMPHILIP MORRIS INTL INC+5.6%$15.2B
- AddedGOOGALPHABET INC+6.4%$15.2B
- AddedSBUXSTARBUCKS CORP+7.1%$11.2B
- AddedRCLROYAL CARIBBEAN GROUP+21.2%$10.9B
- AddedRTXRTX CORPORATION+0.0%$9.9B
- AddedUBERUBER TECHNOLOGIES INC+12.3%$9.4B
- ReducedAVGOBROADCOM INC−2.5%$42.7B
- ReducedMSFTMICROSOFT CORP−1.4%$35.3B
- ReducedLLYELI LILLY & CO−15.3%$25.0B
- ReducedAAPLAPPLE INC−7.2%$17.2B
- ReducedAMATAPPLIED MATLS INC−24.8%$16.0B
- ReducedGEGE AEROSPACE−10.9%$11.6B
- ReducedINTCINTEL CORP−4.6%$10.3B
- ReducedVRTXVERTEX PHARMACEUTICALS INC−7.7%$9.7B
- ReducedCARRCARRIER GLOBAL CORPORATION−8.9%$7.8B
- ReducedABBVABBVIE INC−3.7%$7.6B
Companies where this manager has disclosed a stake of more than 5% of a class of shares, as reported to the SEC on Schedule 13D (activist) or 13G (passive). Figures are as disclosed in each filing — tap a date to open the source document.
| # | Stock | Type | % of class | Shares | Filed |
|---|---|---|---|---|---|
| 1 |  INPAP International Paper Co. | 13G | 14.8% · 2 classes | 78.5M | Filed 14 MAY 2026 |
| 2 | CARR Carrier Global Corp. | 13G | 13.8% · 2 classes | 115.6M | Filed 05 MAR 2026 |
| 3 |  PAX Patria Investments Ltd. | 13G | 13.8% · 2 classes | 9.2M | Filed 13 NOV 2025 |
| 4 |  PNW Pinnacle West Capital Corp. | 13G | 13.6% · 2 classes | 16.4M | Filed 14 MAY 2026 |
| 5 |  HAL Halliburton Co. | 13G | 10.3% | 87.8M | Filed 05 SEP 2025 |
| 6 |  VIK Viking Holdings Ltd. | 13G | 10.2% | 32.2M | Filed 07 JUL 2025 |
| 7 |  WOLF Wolfspeed, Inc. | 13G | 9.9% | 2.8M | Filed 12 FEB 2026 |
| 8 |  GLXY Galaxy Digital Inc. | 13G | 9.4% | 18.2M | Filed 12 FEB 2026 |
| 9 | SBUX Starbucks Corp. | 13G | 9.0% · 2 classes | 102.4M | Filed 14 MAY 2026 |
| 10 |  CVNA Carvana Co. | 13G | 8.9% | 63.4M | Filed 12 AUG 2026 |
| 11 |  EXE Expand Energy Corporation | 13G | 8.9% | 21.3M | Filed 12 FEB 2026 |
| 12 |  TBBB BBB Foods Inc. | 13G | 8.6% · 2 classes | 5.4M | Filed 04 APR 2025 |
| 13 |  D Dominion Energy, Inc. | 13G | 8.4% · 2 classes | 73.9M | Filed 12 AUG 2026 |
| 14 |  ROG Rogers Corp. | 13G | 8.4% · 2 classes | 1.5M | Filed 12 FEB 2026 |
| 15 | VRTX Vertex Pharmaceuticals Inc. | 13G | 8.3% · 2 classes | 21.1M | Filed 14 MAY 2026 |
| 16 |  SW Smurfit Westrock plc | 13G | 8.1% · 2 classes | 42.7M | Filed 12 AUG 2026 |
| 17 |  PAR PAR Technology Corp. | 13G | 8.0% | 3.2M | Filed 13 NOV 2025 |
| 18 |  UDR UDR, Inc. | 13G | 7.8% | 25.6M | Filed 14 MAY 2026 |
| 19 |  WFRD Weatherford International PLC | 13G | 7.7% | 5.6M | Filed 13 AUG 2025 |
| 20 |  SWK Stanley Black & Decker, Inc. | 13G | 7.5% | 11.5M | Filed 13 MAY 2025 |
| 21 |  IDYA IDEAYA Biosciences, Inc. | 13G | 7.5% | 6.6M | Filed 13 AUG 2025 |
| 22 |  CZR Caesars Entertainment, Inc. | 13G | 7.4% | 15.3M | Filed 13 NOV 2025 |
| 23 |  DOMO Domo, Inc. | 13G | 7.2% | 2.8M | Filed 13 NOV 2025 |
| 24 | RCL Royal Caribbean Cruises Ltd. | 13G | 7.1% · 2 classes | 19.3M | Filed 13 NOV 2025 |
| 25 |  ALGM Allegro MicroSystems, Inc. | 13G | 7.1% | 13.1M | Filed 12 FEB 2026 |
Showing 1–25 of 51 disclosed stakes. 4 last disclosed over a year ago (the holder may since have dropped below 5%).
Reading Capital Research Global Investors’s 13F portfolio
Capital Research Global Investors’s $716.9B 13F book is spread across 426 reported positions and is moderately diversified, the ten largest names accounting for 37%. There are meaningful positions at the top alongside a long tail of smaller holdings. Its five largest positions are AVGO, NVDA, MSFT, AMZN and LLY, led by BROADCOM INC (AVGO) at 6.0% of the portfolio. The heaviest sector exposure is Technology (34%), then Consumer Cyclical (13%).
What Capital Research Global Investors changed last quarter
Between 2026-03-31 and Q2 2026, Capital Research Global Investors was a net seller: it opened 35 new positions and added to 173 more, while trimming 214 and closing 68 outright. Against a 426-name book, that is high turnover, pointing to an active reshuffle of the book. Its largest new or increased position was NVIDIA CORPORATION (NVDA), and its biggest reduction was BROADCOM INC (AVGO).
What a 13F does and doesn’t reveal
A 13F captures only Capital Research Global Investors’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Capital Research Global Investors is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Capital Research Global Investors's profile on this page is built directly from those filings.
How current is the 13F data on Capital Research Global Investors's page?
It reflects Capital Research Global Investors's most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Capital Research Global Investors files its next quarterly report, this page refreshes automatically.
Can I see Capital Research Global Investors's complete list of holdings?
This page highlights Capital Research Global Investors's largest positions rather than all 426 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Capital Research Global Investors's filings.
Does a 13F show everything Capital Research Global Investors owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Capital Research Global Investors's book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Capital Research Global Investors made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.