CAPITAL GROUP INTERNATIONAL (CGIE)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
168
Reporting holders
$1.8B
Reported value
0.0%
Held as options
+16
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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | $248.3M | 6,750,327 | 0.04% | 3q | +56.8%+$89.9M |
| JONES FINANCIAL COMPANIES LLLP | $137.4M | 3,779,104 | 0.06% | 8q | +45.0%+$42.6M |
| MORGAN STANLEY | $109.0M | 2,963,632 | 0.01% | 10q | +5.5%+$5.7M |
| Cetera Investment Advisers | $101.6M | 2,762,255 | 0.09% | 10q | +17.2%+$14.9M |
| UBS Group AG | $97.7M | 2,657,130 | 0.01% | 8q | +5.2%+$4.8M |
| LPL Financial LLC | $88.8M | 2,415,170 | 0.02% | 10q | +1.4%+$1.2M |
| ROYAL BANK OF CANADA | $80.1M | 2,177,635 | 0.01% | 11q | +7.5%+$5.6M |
| BANK OF AMERICA CORP /DE/ | $73.5M | 1,997,981 | 0.00% | 6q | +16.9%+$10.6M |
| Venturi Wealth Management, LLC | $66.0M | 1,795,643 | 2.56% | 11q | +2.7%+$1.7M |
| Merit Financial Group, LLC | $57.3M | 1,556,586 | 0.17% | 4q | +101.9%+$28.9M |
| Capital Group Private Client Services, Inc. | $52.1M | 1,417,845 | 0.74% | 11q | +13.7%+$6.3M |
| RAYMOND JAMES FINANCIAL INC | $51.2M | 1,391,420 | 0.01% | 7q | +8.5%+$4.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $43.5M | 1,182,947 | 0.02% | 7q | +3.3%+$1.4M |
| WELLS FARGO & COMPANY/MN | $39.4M | 1,069,903 | 0.01% | 8q | -49.6%-$38.8M |
| ENVESTNET ASSET MANAGEMENT INC | $37.5M | 1,019,559 | 0.01% | 11q | +17.8%+$5.7M |
| OSAIC HOLDINGS, INC. | $30.3M | 823,566 | 0.04% | 11q | +37.9%+$8.3M |
| LVW Advisors, LLC | $24.4M | 662,732 | 2.11% | 11q | -9.0%-$2.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $23.6M | 641,480 | 0.03% | 11q | +5.5%+$1.2M |
| STIFEL FINANCIAL CORP | $23.2M | 630,547 | 0.02% | 11q | +6.0%+$1.3M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $22.6M | 617,011 | 0.07% | 6q | +19.5%+$3.7M |
| Linscomb Wealth, Inc. | $20.2M | 550,558 | 0.88% | 2q | +29.6%+$4.6M |
| Freedom Financial Partners LLC | $17.7M | 481,888 | 5.77% | 4q | +7.6%+$1.3M |
| MML INVESTORS SERVICES, LLC | $16.0M | 435,313 | 0.03% | 11q | +25.8%+$3.3M |
| StrongBox Wealth, LLC | $14.0M | 380,063 | 3.98% | 9q | HELD |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $13.7M | 371,968 | 3.69% | 4q | +23.1%+$2.6M |
| SWEENEY & MICHEL, LLC | $13.4M | 350,716 | 3.52% | 10q | +8.1%+$1.0M |
| Kestra Advisory Services, LLC | $12.5M | 341,097 | 0.04% | 11q | -10.2%-$1.4M |
| Private Advisor Group, LLC | $12.5M | 339,193 | 0.06% | 11q | -35.1%-$6.8M |
| Stonebridge Financial Group, LLC | $11.9M | 323,726 | 0.90% | 5q | +3.4%+$390.5K |
| Baird Financial Group, Inc. | $10.7M | 290,625 | 0.01% | 6q | +10.7%+$1.0M |
| Evernest Financial Advisors, LLC | $9.9M | 269,804 | 2.08% | 7q | -20.9%-$2.6M |
| BANK OF MONTREAL /CAN/ | $9.8M | 266,637 | 0.00% | 6q | -2.6%-$257.4K |
| Valmark Advisers, Inc. | $7.5M | 204,118 | 0.08% | 4q | +34.0%+$1.9M |
| Bleakley Financial Group, LLC | $7.4M | 201,443 | 0.09% | 7q | +12.2%+$802.8K |
| Mendota Financial Group, LLC | $6.7M | 181,524 | 4.14% | 10q | -2.3%-$160.4K |
| Equity Wealth Partners, LLC | $6.7M | 181,307 | 2.40% | new | NEW |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $6.4M | 173,409 | 0.30% | 7q | +20.9%+$1.1M |
| KWB Wealth | $6.3M | 170,414 | 0.54% | 7q | -20.8%-$1.6M |
| Johnson Bixby & Associates, LLC | $5.6M | 153,507 | 0.63% | 10q | -5.1%-$304.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.6M | 152,916 | 0.01% | 7q | +10.7%+$542.5K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $5.3M | 145,250 | 1.67% | 5q | +84.9%+$2.5M |
| Burton Enright Welch | $5.2M | 142,416 | 0.62% | 8q | -3.8%-$206.3K |
| Sovran Advisors, LLC | $5.1M | 142,186 | 0.38% | 3q | +59.5%+$1.9M |
| D.A. DAVIDSON & CO. | $5.1M | 137,629 | 0.03% | 6q | -11.0%-$627.4K |
| Confluence Wealth Services, Inc. | $5.0M | 136,091 | 0.14% | 11q | +5.7%+$269.0K |
| Greykasell Wealth Strategies, Inc. | $5.0M | 135,930 | 1.81% | 4q | +5.8%+$274.6K |
| Roehl & Yi Investment Advisors, LLC | $4.9M | 132,491 | 1.60% | 7q | +26.9%+$1.0M |
| &PARTNERS | $4.7M | 127,894 | 0.02% | 6q | -2.8%-$136.4K |
| DAVENPORT & Co LLC | $4.3M | 117,369 | 0.02% | 3q | +10.0%+$393.2K |
| Rockefeller Capital Management L.P. | $4.3M | 117,298 | 0.01% | 7q | -1.7%-$75.7K |
| Security Financial Services, INC. | $3.9M | 106,497 | 0.54% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $3.6M | 97,862 | 0.05% | 11q | -9.9%-$394.8K |
| Creative Planning | $3.5M | 96,497 | 0.00% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $3.5M | 96,456 | 0.01% | 10q | +6.8%+$225.4K |
| Kingsview Wealth Management, LLC | $3.4M | 92,131 | 0.04% | 11q | -23.0%-$1.0M |
| Bill Few Associates, Inc. | $3.3M | 88,661 | 0.69% | 5q | +4.3%+$134.6K |
| Prospera Financial Services Inc | $3.2M | 86,880 | 0.05% | 4q | -9.6%-$340.1K |
| CITADEL ADVISORS LLC | $3.1M | 84,699 | 0.00% | 5q | +23.9%+$600.0K |
| JANE STREET GROUP, LLC | $2.7M | 73,754 | 0.00% | 11q | -83.0%-$13.2M |
| J. Derek Lewis & Associates Inc. | $2.6M | 71,032 | 0.49% | 3q | +31.6%+$627.1K |
| Mariner, LLC | $2.5M | 69,286 | 0.00% | 6q | -1.4%-$35.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.5M | 66,957 | 0.03% | 5q | +11.6%+$256.3K |
| BlackDiamond Wealth Management, LLC | $2.4M | 61,820 | 0.95% | 6q | -7.8%-$200.3K |
| IFP Advisors, Inc | $2.3M | 62,784 | 0.04% | 5q | +72.2%+$967.9K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.3M | 61,326 | 0.01% | 3q | +19.8%+$373.3K |
| GOLDMAN SACHS GROUP INC | $2.2M | 60,736 | 0.00% | 3q | +876.9%+$2.0M |
| Trueblood Wealth Management, LLC | $2.0M | 54,565 | 0.70% | 10q | +2.6%+$50.6K |
| Sanctuary Advisors, LLC | $1.9M | 50,942 | 0.01% | 4q | +4.9%+$87.0K |
| CLG LLC | $1.8M | 50,271 | 0.41% | 7q | +102.5%+$935.7K |
| HighPoint Advisor Group LLC | $1.8M | 49,312 | 0.06% | 3q | +8.7%+$144.7K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.7M | 46,469 | 0.03% | 3q | -8.7%-$162.0K |
| Dynamic Advisor Solutions LLC | $1.5M | 39,794 | 0.04% | 9q | HELD |
| Orion Porfolio Solutions, LLC | $1.4M | 39,380 | 0.01% | 6q | +37.8%+$397.2K |
| Wisconsin Wealth Advisors, LLC | $1.4M | 39,055 | 1.23% | 2q | +0.9%+$12.3K |
| Investment Planning Advisors, Inc. | $1.4M | 38,689 | 0.33% | 6q | +4.5%+$61.8K |
| Equitable Holdings, Inc. | $1.4M | 38,616 | 0.01% | 5q | +136.6%+$820.1K |
| First Heartland Consultants, Inc. | $1.4M | 36,805 | 0.09% | 7q | HELD |
| SITTNER & NELSON, LLC | $1.3M | 36,629 | 0.42% | 7q | +9.5%+$117.0K |
| WARNER FINANCIAL, INC | $1.3M | 35,573 | 0.38% | 3q | +1.1%+$14.1K |
| Ausdal Financial Partners, Inc. | $1.3M | 35,264 | 0.05% | 4q | -0.6%-$8.3K |
| ASHTON THOMAS SECURITIES, LLC | $1.3M | 34,950 | 0.19% | 5q | HELD |
| Atlas Legacy Advisors, LLC | $1.3M | 34,974 | 0.19% | 4q | -1.6%-$20.9K |
| Junk Investment Group, LLC | $1.2M | 32,749 | 0.53% | 2q | +9.4%+$103.8K |
| Global Retirement Partners, LLC | $1.1M | 30,734 | 0.02% | 8q | +55.5%+$403.5K |
| American Financial Advisors, LLC | $1.1M | 30,334 | 0.13% | 5q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $1.1M | 29,336 | 0.02% | new | NEW |
| J.W. COLE ADVISORS, INC. | $1.1M | 29,291 | 0.02% | new | NEW |
| SEAMOUNT FINANCIAL GROUP INC | $1.1M | 28,672 | 0.43% | 7q | +16.1%+$146.4K |
| Quantinno Capital Management LP | $1.1M | 28,552 | 0.00% | 5q | -44.5%-$842.2K |
| TD Waterhouse Canada Inc. | $997.8K | 27,473 | 0.00% | 3q | +6.3%+$58.8K |
| Walleye Partners, LLC | $992.8K | 26,993 | 1.13% | 3q | +1.9%+$18.2K |
| LexAurum Advisors, LLC | $945.0K | 25,694 | 0.11% | 2q | +3.5%+$31.8K |
| AMERIPRISE FINANCIAL INC | $864.7K | 23,511 | 0.00% | 4q | -62.3%-$1.4M |
| SageView Advisory Group, LLC | $807.9K | 21,966 | 0.03% | 3q | +47.0%+$258.3K |
| AdvisorNet Financial, Inc | $798.8K | 21,718 | 0.04% | 10q | -2.3%-$18.9K |
| DOVER ADVISORS, LLC | $787.9K | 22,629 | 0.32% | 5q | +0.8%+$5.9K |
| SMITH, MOORE & CO. | $737.6K | 20,055 | 0.05% | 3q | +0.9%+$6.4K |
| Diversify Advisory Services, LLC | $715.4K | 19,725 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $715.4K | 19,725 | 0.01% | 2q | +0.9%+$6.6K |
| RM Financial Services, LLC | $681.4K | 18,527 | 0.51% | 3q | +3.0%+$19.6K |
Showing the largest 100 of 180 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 | 168 | $1.8B | 48,289,861 | 26 | 79 | 36 | 0.0% |
| Q1 2026 | 152 | $1.4B | 42,645,581 | 17 | 88 | 23 | 0.0% |
| Q4 2025 | 144 | $1.1B | 32,553,474 | 28 | 78 | 12 | 0.0% |
| Q3 2025 | 117 | $806.7M | 23,933,492 | 18 | 74 | 15 | 0.0% |
| Q2 2025 | 108 | $582.9M | 17,719,067 | 30 | 62 | 7 | 0.0% |
| Q1 2025 | 84 | $306.8M | 10,479,224 | 24 | 40 | 15 | 0.0% |
| Q4 2024 | 63 | $213.3M | 7,746,488 | 12 | 35 | 5 | 0.0% |
| Q3 2024 | 49 | $176.3M | 5,809,973 | 15 | 24 | 5 | 0.0% |
| Q2 2024 | 36 | $110.4M | 3,850,848 | 7 | 23 | 4 | 0.0% |
| Q1 2024 | 32 | $84.3M | 2,905,710 | 15 | 13 | 2 | 0.0% |
| Q4 2023 | 19 | $37.1M | 1,342,197 | 17 | 1 | 1 | 0.0% |
| Q3 2023 | 4 | $29.1M | 1,167,243 | 4 | 0 | 0 | 0.0% |