CAPITAL GROUP INTERNATIONAL (CGIC)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
211
Reporting holders
$1.7B
Reported value
0.0%
Held as options
+34
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $208.2M | 5,720,162 | 0.05% | 6q | +14.6%+$26.5M |
| ENVESTNET ASSET MANAGEMENT INC | $136.3M | 3,745,663 | 0.03% | 6q | +214.1%+$92.9M |
| RAYMOND JAMES FINANCIAL INC | $130.9M | 3,597,116 | 0.04% | 6q | +10.0%+$11.9M |
| OSAIC HOLDINGS, INC. | $118.4M | 3,254,326 | 0.14% | 8q | +22.2%+$21.5M |
| Capital Group Private Client Services, Inc. | $105.2M | 2,889,702 | 1.48% | 8q | +31.5%+$25.2M |
| WELLS FARGO & COMPANY/MN | $99.4M | 2,732,095 | 0.02% | 4q | +36.9%+$26.8M |
| Merit Financial Group, LLC | $84.8M | 2,330,824 | 0.26% | 4q | +106.0%+$43.6M |
| ROYAL BANK OF CANADA | $56.3M | 1,547,728 | 0.01% | 8q | -10.7%-$6.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $54.4M | 1,494,633 | 0.07% | 7q | +14.3%+$6.8M |
| Cetera Investment Advisers | $47.1M | 1,294,350 | 0.04% | 6q | +56.4%+$17.0M |
| JONES FINANCIAL COMPANIES LLLP | $40.2M | 1,113,313 | 0.02% | 4q | +52.4%+$13.8M |
| Amplius Wealth Advisors, LLC | $36.2M | 994,569 | 2.65% | 4q | HELD |
| MML INVESTORS SERVICES, LLC | $34.2M | 940,604 | 0.07% | 6q | +66.3%+$13.6M |
| SK Wealth Management, LLC | $32.6M | 886,486 | 7.33% | 4q | +70.2%+$13.4M |
| Johnson Bixby & Associates, LLC | $31.3M | 861,481 | 3.50% | 2q | +4.3%+$1.3M |
| D.A. DAVIDSON & CO. | $24.1M | 663,109 | 0.13% | 6q | +19.4%+$3.9M |
| Gerber Kawasaki Wealth & Investment Management | $23.1M | 635,086 | 0.62% | 5q | +34.8%+$6.0M |
| NewEdge Advisors, LLC | $21.0M | 576,001 | 0.06% | new | NEW |
| STIFEL FINANCIAL CORP | $20.0M | 548,717 | 0.02% | 6q | +10.5%+$1.9M |
| Sound View Wealth Advisors Group, LLC | $15.5M | 426,147 | 0.96% | 4q | +28.9%+$3.5M |
| Souders Financial Advisors | $14.0M | 383,755 | 1.40% | 7q | +6.4%+$837.3K |
| Private Advisor Group, LLC | $12.6M | 344,916 | 0.06% | 5q | -29.7%-$5.3M |
| First Heartland Consultants, Inc. | $12.1M | 333,462 | 0.79% | 7q | -16.8%-$2.5M |
| &PARTNERS | $11.3M | 308,806 | 0.05% | 5q | +88.8%+$5.3M |
| Hamilton Wealth, LLC | $11.1M | 304,485 | 2.03% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.2M | 279,816 | 0.01% | 4q | -30.6%-$4.5M |
| Equitable Holdings, Inc. | $9.5M | 261,798 | 0.06% | 5q | +33.6%+$2.4M |
| BENJAMIN EDWARDS INC | $9.1M | 249,748 | 0.08% | 4q | +317.5%+$6.9M |
| Steward Partners Investment Advisory, LLC | $9.0M | 248,543 | 0.05% | 6q | +1.0%+$93.3K |
| Farther Finance Advisors, LLC | $8.9M | 245,150 | 0.07% | 6q | +4.5%+$383.2K |
| Prairie Wealth Advisors, Inc. | $8.6M | 0 | 2.06% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $8.0M | 220,470 | 0.15% | 5q | +5.4%+$413.1K |
| ASSETMARK, INC | $7.9M | 218,396 | 0.01% | 5q | +137.0%+$4.6M |
| Mutual Advisors, LLC | $7.9M | 217,272 | 0.15% | 6q | +28.1%+$1.7M |
| Confluence Wealth Services, Inc. | $7.7M | 211,251 | 0.22% | 4q | +5.8%+$419.2K |
| Compton Financial Group, LLC | $7.3M | 201,015 | 1.41% | 2q | +1293.6%+$6.8M |
| UBS Group AG | $7.3M | 200,396 | 0.00% | 2q | +170.3%+$4.6M |
| J. Derek Lewis & Associates Inc. | $7.0M | 191,062 | 1.31% | 3q | +34.5%+$1.8M |
| DAVENPORT & Co LLC | $6.5M | 178,294 | 0.03% | 3q | +10.8%+$631.4K |
| Acorn Wealth Advisors, LLC | $6.3M | 174,302 | 1.55% | 7q | +11.6%+$658.5K |
| Equity Wealth Partners, LLC | $6.3M | 172,361 | 2.25% | new | NEW |
| Sigma Planning Corp | $6.2M | 171,369 | 0.16% | 5q | +336.2%+$4.8M |
| SARD WEALTH MANAGEMENT GROUP, LLC | $6.1M | 167,122 | 2.91% | 5q | +5.0%+$290.5K |
| Royal Harbor Partners, LLC | $5.9M | 161,639 | 1.82% | 2q | HELD |
| Baird Financial Group, Inc. | $5.5M | 150,369 | 0.01% | 6q | +15.1%+$717.3K |
| Envestnet Portfolio Solutions, Inc. | $5.4M | 149,532 | 0.03% | 3q | +239.7%+$3.8M |
| KPP Advisory Services LLC | $5.4M | 149,384 | 0.69% | 2q | +27.9%+$1.2M |
| VICUS CAPITAL | $5.4M | 149,373 | 0.35% | 4q | -10.1%-$613.6K |
| Summit Financial, LLC | $5.4M | 146,055 | 0.06% | 4q | +9.0%+$442.9K |
| BNB Wealth Management, LLC | $5.2M | 143,932 | 2.86% | 3q | +1.5%+$78.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | $5.0M | 138,730 | 0.08% | 5q | +12.2%+$549.5K |
| Kestra Advisory Services, LLC | $5.0M | 138,344 | 0.02% | 8q | +66.7%+$2.0M |
| Swisher Financial Concepts, Inc. | $5.0M | 136,445 | 3.13% | 8q | +0.6%+$30.8K |
| Lineweaver Wealth Advisors, LLC | $4.7M | 129,851 | 0.56% | 2q | +22.6%+$872.6K |
| Concurrent Investment Advisors, LLC | $4.7M | 128,974 | 0.04% | 2q | +156.6%+$2.9M |
| Orion Porfolio Solutions, LLC | $4.6M | 125,356 | 0.03% | 5q | +7.7%+$324.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.6M | 99,564 | 0.00% | 5q | -27.7%-$1.4M |
| Capital Investment Advisors, LLC | $3.5M | 97,220 | 0.05% | 6q | +21.0%+$613.4K |
| Sanctuary Advisors, LLC | $3.5M | 95,119 | 0.02% | 2q | +729.6%+$3.0M |
| GTS SECURITIES LLC | $3.4M | 94,744 | 0.07% | 4q | +176.3%+$2.2M |
| Atria Investments, Inc | $3.4M | 93,420 | 0.03% | 2q | +1040.5%+$3.1M |
| Prosperity Financial Group, Inc. | $3.4M | 92,561 | 1.04% | 3q | +4.2%+$136.9K |
| HARBOUR INVESTMENTS, INC. | $3.2M | 87,912 | 0.04% | 8q | +23.4%+$606.5K |
| Turning Point Benefit Group, Inc. | $2.8M | 77,275 | 1.19% | new | NEW |
| NWF Advisory Services Inc. | $2.7M | 74,066 | 0.25% | 4q | +55.2%+$958.8K |
| Strategic Blueprint, LLC | $2.5M | 67,837 | 0.12% | 6q | -1.7%-$42.6K |
| CAPTRUST FINANCIAL ADVISORS | $2.5M | 67,507 | 0.00% | 7q | +15.8%+$335.7K |
| Arax Advisory Partners | $2.4M | 65,841 | 0.02% | 3q | +4720.0%+$2.3M |
| Geneos Wealth Management Inc. | $2.4M | 65,696 | 0.05% | 4q | +35.9%+$631.2K |
| Bellars Harris Wealth Management, LLC | $2.4M | 65,639 | 0.49% | new | FIRST |
| PCG Wealth Advisors, LLC | $2.3M | 61,884 | 0.50% | 4q | +15.6%+$304.5K |
| PFG Advisors | $2.2M | 61,341 | 0.11% | 2q | +438.5%+$1.8M |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.2M | 61,191 | 0.11% | 5q | +20.9%+$385.1K |
| Rothschild Wealth LLC | $2.2M | 60,122 | 0.17% | 3q | -18.1%-$483.5K |
| SteelPeak Wealth, LLC | $2.1M | 56,150 | 0.05% | new | NEW |
| KINTRA WEALTH, LLC | $2.0M | 55,232 | 0.11% | 2q | +17.0%+$297.9K |
| Aprio Wealth Management, LLC | $2.0M | 55,591 | 0.10% | 3q | -20.7%-$528.6K |
| Arkadios Wealth Advisors | $1.9M | 51,665 | 0.03% | 3q | +123.5%+$1.0M |
| Main Line Retirement Advisors, LLC | $1.9M | 51,227 | 0.85% | 7q | +12.4%+$205.2K |
| CMC Financial Group | $1.8M | 49,881 | 3.52% | 4q | -5.6%-$107.3K |
| SITTNER & NELSON, LLC | $1.8M | 49,478 | 0.57% | 5q | +18.2%+$276.9K |
| EverSource Wealth Advisors, LLC | $1.8M | 48,212 | 0.06% | 6q | +55.4%+$625.3K |
| Keystone Wealth Services, LLC | $1.7M | 45,706 | 0.31% | 2q | +1.2%+$20.1K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $1.6M | 44,471 | 0.51% | 3q | +29.3%+$366.3K |
| TRUIST FINANCIAL CORP | $1.6M | 44,344 | 0.00% | 4q | +106.5%+$832.4K |
| World Investment Advisors | $1.6M | 46,625 | 0.03% | 7q | +13.7%+$190.9K |
| JANE STREET GROUP, LLC | $1.6M | 42,688 | 0.00% | 8q | -52.7%-$1.7M |
| Bleakley Financial Group, LLC | $1.5M | 41,242 | 0.02% | new | NEW |
| MGO ONE SEVEN LLC | $1.5M | 41,202 | 0.02% | new | NEW |
| Capital International Investors | $1.5M | 40,985 | 0.00% | 9q | +2.1%+$31.2K |
| Cullen/Frost Bankers, Inc. | $1.5M | 40,599 | 0.01% | 5q | +2081.6%+$1.4M |
| RFG Advisory, LLC | $1.5M | 40,266 | 0.02% | 2q | +546.6%+$1.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 40,627 | 0.00% | 5q | +78.0%+$641.5K |
| NerdWallet Wealth Partners, LLC | $1.4M | 37,130 | 0.47% | 3q | +16.7%+$193.7K |
| Valmark Advisers, Inc. | $1.3M | 36,919 | 0.01% | 2q | +125.2%+$746.9K |
| Advisory Services Network, LLC | $1.3M | 36,828 | 0.02% | 3q | +18.7%+$210.9K |
| LongView Wealth Management | $1.3M | 35,885 | 0.34% | 2q | +247.2%+$929.7K |
| Kingsview Wealth Management, LLC | $1.3M | 35,852 | 0.02% | 3q | -9.7%-$140.2K |
| Waverly Advisors, LLC | $1.2M | 32,927 | 0.01% | new | NEW |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $1.2M | 32,854 | 0.19% | 3q | +7.1%+$79.5K |
Showing the largest 100 of 221 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 211 | $1.7B | 47,218,868 | 47 | 113 | 23 | 0.0% |
| Q1 2026 | 177 | $1.2B | 35,291,774 | 48 | 96 | 13 | 0.0% |
| Q4 2025 | 134 | $768.0M | 23,586,498 | 36 | 72 | 10 | 0.0% |
| Q3 2025 | 93 | $459.0M | 14,922,920 | 30 | 53 | 5 | 0.0% |
| Q2 2025 | 68 | $194.5M | 6,681,705 | 28 | 31 | 5 | 0.0% |
| Q1 2025 | 41 | $80.1M | 3,084,786 | 22 | 13 | 2 | 0.0% |
| Q4 2024 | 25 | $35.0M | 1,454,446 | 12 | 8 | 3 | 0.0% |
| Q3 2024 | 12 | $39.2M | 1,507,126 | 10 | 1 | 1 | 0.0% |
| Q2 2024 | 2 | $10.1M | 404,000 | 2 | 0 | 0 | 0.0% |