What Capital Research Global Investors changed, 2013 to 2026
53 quarterly 13F filings, from Q2 2013 to Q2 2026, each read from the filing itself. A quarter is compared only with the quarter before it, so a quarter with no filing is a gap in the record, not a sale.
Reported book
$717bn
$235bn at Q2 2013
Positions
426
433 at Q2 2013
Top ten weight
37%
25% at Q2 2013
Typical quarterly turnover
about 7%
Estimated from share changes
- Q2 2013: $235bn
- Q3 2013: $253bn
- Q4 2013: $270bn
- Q1 2014: $277bn
- Q2 2014: $286bn
- Q3 2014: $289bn
- Q4 2014: $295bn
- Q1 2015: $292bn
- Q2 2015: $304bn
- Q3 2015: $280bn
- Q4 2015: $292bn
- Q1 2016: $290bn
- Q2 2016: $292bn
- Q3 2016: $303bn
- Q4 2016: $308bn
- Q1 2017: $317bn
- Q2 2017: $319bn
- Q3 2017: $331bn
- Q4 2017: $341bn
- Q1 2018: $351bn
- Q2 2018: $366bn
- Q3 2018: $344bn
- Q4 2018: $287bn
- Q1 2019: $315bn
- Q2 2019: $315bn
- Q3 2019: $305bn
- Q4 2019: $333bn
- Q1 2020: $255bn
- Q2 2020: $316bn
- Q3 2020: $333bn
- Q4 2020: $385bn
- Q1 2021: $409bn
- Q2 2021: $430bn
- Q3 2021: $429bn
- Q4 2021: $453bn
- Q1 2022: $405bn
- Q2 2022: $321bn
- Q3 2022: $304bn
- Q4 2022: $331bn
- Q1 2023: $350bn
- Q2 2023: $373bn
- Q3 2023: $363bn
- Q4 2023: $406bn
- Q1 2024: $442bn
- Q2 2024: $456bn
- Q3 2024: $481bn
- Q4 2024: $486bn
- Q1 2025: $460bn
- Q2 2025: $499bn
- Q3 2025: $533bn
- Q4 2025: $542bn
- Q1 2026: $645bn
- Q2 2026: $717bn
- Q2 2013: 25%
- Q3 2013: 24%
- Q4 2013: 25%
- Q1 2014: 25%
- Q2 2014: 25%
- Q3 2014: 27%
- Q4 2014: 25%
- Q1 2015: 25%
- Q2 2015: 24%
- Q3 2015: 23%
- Q4 2015: 24%
- Q1 2016: 24%
- Q2 2016: 25%
- Q3 2016: 25%
- Q4 2016: 23%
- Q1 2017: 24%
- Q2 2017: 24%
- Q3 2017: 25%
- Q4 2017: 25%
- Q1 2018: 26%
- Q2 2018: 27%
- Q3 2018: 29%
- Q4 2018: 29%
- Q1 2019: 27%
- Q2 2019: 28%
- Q3 2019: 27%
- Q4 2019: 30%
- Q1 2020: 35%
- Q2 2020: 34%
- Q3 2020: 34%
- Q4 2020: 30%
- Q1 2021: 29%
- Q2 2021: 29%
- Q3 2021: 30%
- Q4 2021: 30%
- Q1 2022: 28%
- Q2 2022: 29%
- Q3 2022: 28%
- Q4 2022: 27%
- Q1 2023: 27%
- Q2 2023: 28%
- Q3 2023: 27%
- Q4 2023: 30%
- Q1 2024: 32%
- Q2 2024: 34%
- Q3 2024: 32%
- Q4 2024: 33%
- Q1 2025: 31%
- Q2 2025: 36%
- Q3 2025: 38%
- Q4 2025: 39%
- Q1 2026: 35%
- Q2 2026: 37%
The positions that defined it
Every position that was ever among the 25 largest: when it first appeared, when it was largest, and where it stands in Q2 2026. The line is its reported value each quarter.
| Position | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Broadcom Inc(AVGO) | Q2 2020 | $42.7bnQ2 2026 | $42.7bn | |
| Nvidia Corporation(NVDA) | Q1 2022 | $40.6bnQ2 2026 | $40.6bn | |
| Microsoft Corp(MSFT) | Q2 2020 | $37.6bnQ3 2025 | $35.3bn | |
| Amazon.com Inc(AMZN) | Q2 2020 | $28.7bnQ2 2026 | $28.7bn | |
| Eli Lilly & Co(LLY) | Q2 2022 | $26.4bnQ4 2025 | $25.0bn | |
| Alphabet Inc CL A(GOOGL)Capital Stock Class A | Q2 2020 | $22.3bnQ2 2026 | $22.3bn | |
| Facebook Inc CL A(META)Class A | Q2 2020 | $24.0bnQ2 2025 | $22.3bn | |
| Apple Inc(AAPL) | Q2 2020 | $18.1bnQ4 2024 | $17.2bn | |
| Applied Materials Inc(AMAT) | Q1 2021 | $16.0bnQ2 2026 | $16.0bn | |
| Philip Morris International(PM) | Q2 2020 | $15.2bnQ2 2026 | $15.2bn | |
| Alphabet Inc CL C(GOOG)Capital Stock Class C | Q2 2020 | $15.2bnQ2 2026 | $15.2bn | |
| General Electric Co(GE) | Q3 2021 | $13.8bnQ1 2024 | $11.6bn | |
| Abbvie Inc(ABBV) | Q2 2013 | $18.7bnQ4 2017 | Soldlast listed Q1 2020 | |
| Facebook Inc CL A(META) | Q2 2013 | $15.0bnQ4 2019 | Soldlast listed Q1 2020 | |
| Amgen Inc(AMGN) | Q2 2013 | $14.9bnQ4 2015 | Soldlast listed Q1 2020 | |
| Netflix Inc(NFLX) | Q2 2013 | $14.7bnQ2 2018 | Soldlast listed Q1 2020 | |
| Microsoft Corp(MSFT) | Q2 2013 | $14.7bnQ1 2020 | Soldlast listed Q1 2020 | |
| Gilead Sciences Inc(GILD) | Q2 2013 | $13.0bnQ3 2014 | Soldlast listed Q1 2020 | |
| Amazon.com Inc(AMZN) | Q2 2013 | $12.1bnQ3 2018 | Soldlast listed Q1 2020 | |
| Abbott Laboratories(ABT) | Q2 2013 | $9.9bnQ4 2019 | Soldlast listed Q1 2020 |
Quarter by quarter
Q1 2014: $277bn across 418 positions
Against Q4 2013: 25 new, 130 added to, 119 trimmed, 36 sold out, across all 418 positions.
Turnover about 7% of the book, estimated from share changes at quarter-end prices.
Largest additions
- Verizon Communications Inc (VZ)+$2.6bn
- Apple Inc (AAPL)+$1.5bn
- Amgen Inc (AMGN)+$1.3bn
- Texas Instruments Inc (TXN)+$1.0bn
- Baker Hughes Inc+$1.0bn
- Broadcom Corp CL A+$858m
- Sempra Energy (SRE)+$600m
- Stryker Corp (SYK)+$572m
Largest reductions
- Gilead Sciences Inc (GILD)-$1.5bn
- Philip Morris International (PM)-$1.1bn
- Dow Chemical Co-$723m
- Microsoft Corp (MSFT)-$642m
- Unitedhealth Group Inc (UNH)-$586m
- Mattel Inc (MAT)-$550m
- NIKE Inc CL B (NKE)-$484m
- United Continental Holdings Inc (UAL)-$469m
Opened
Nothing new among the largest positions.
Sold out
- Endo Health Solutions Incwas $949m
- Green Mountain Coffee Roasters Incwas $932m
- Vodafone Group PLC ADRwas $385m
- Petroleo Brasileiro PN ADR (petrobras) (PBR-A)was $289m
- Exelixis Inc (EXEL)was $138m
- Xilinx Incwas $133m
- Assured Guaranty LTDwas $113m
- Wendys Co (WEN)was $101m
Largest positions, Q1 2014
The largest 25 of 418 reported positions.
| Position | Value | Weight | On the quarter |
|---|---|---|---|
| Amgen Inc (AMGN) | $10.2bn | 3.7% | Added |
| Gilead Sciences Inc (GILD) | $8.7bn | 3.1% | Trimmed |
| Google Inc CL A | $7.8bn | 2.8% | Trimmed |
| Verizon Communications Inc (VZ) | $7.5bn | 2.7% | Added |
| Philip Morris International (PM) | $7.4bn | 2.7% | Trimmed |
| Oracle Corp (ORCL) | $6.4bn | 2.3% | Added |
| Altria Group Inc (MO) | $5.7bn | 2.1% | Added |
| Texas Instruments Inc (TXN) | $5.4bn | 1.9% | Added |
| Abbvie Inc (ABBV) | $5.2bn | 1.9% | Added |
| Amazon.com Inc (AMZN) | $5.0bn | 1.8% | Added |
| General Dynamics Corp (GD) | $3.9bn | 1.4% | Added |
| Alexion Pharmaceuticals Inc | $3.6bn | 1.3% | Trimmed |
| Apple Inc (AAPL) | $3.4bn | 1.2% | Added |
| Eog Resources Inc (EOG) | $3.3bn | 1.2% | Trimmed |
| Home Depot Inc (HD) | $3.2bn | 1.1% | Trimmed |
| Union Pacific Corp (UNP) | $2.8bn | 1.0% | Trimmed |
| Biogen Idec Inc (BIIB) | $2.6bn | 0.9% | Trimmed |
| Exelon Corporation (EXC) | $2.6bn | 0.9% | Added |
| Accenture PLC CL A | $2.5bn | 0.9% | Added |
| Schlumberger LTD (SLB) | $2.5bn | 0.9% | Trimmed |
| Microsoft Corp (MSFT) | $2.5bn | 0.9% | Trimmed |
| Baker Hughes Inc | $2.5bn | 0.9% | Added |
| CSX Corp (CSX) | $2.5bn | 0.9% | Trimmed |
| Centurylink Inc | $2.4bn | 0.9% | Held |
| Allergan Inc | $2.3bn | 0.8% | Added |
The books most like this one
Among the managers whose filings are on file, at Q2 2026. Overlap is the share of the two books that is the same: for every stock both list, the smaller of its two weights, added up. Two books can overlap because both own the largest companies; it says nothing about whether the managers agree.
| Manager | Overlap | Stocks in both | Overlap over time | |
|---|---|---|---|---|
| Capital World Investors | at least 53% | 229 | Compare | |
| T. Rowe Price Associates Inc | at least 51% | 218 | Compare | |
| Fidelity (FMR LLC) | at least 47% | 208 | Compare | |
| Invesco Ltd | at least 45% | 220 | Compare | |
| Wellington Management Group LLP | at least 43% | 189 | Compare | |
| AllianceBernstein LP | at least 43% | 195 | Compare | |
| Neuberger Berman Group LLC | at least 43% | 187 | Compare | |
| MFS Investment Management | at least 42% | 203 | Compare |
“At least” where either manager has more positions than are read each quarter: a stock both hold below that range is not counted.
The filings behind it
Every quarter above is one 13F holdings report, with any amendment the filer made to it applied in the order it was filed. Where the reporting entity changed, each quarter keeps the filer that actually reported it.
| Quarter | Filer | Book | Amended | Filing |
|---|---|---|---|---|
| Q2 2026 | Capital Research Global Investors | $717bn | 13F-HR | |
| Q1 2026 | Capital Research Global Investors | $645bn | 13F-HR | |
| Q4 2025 | Capital Research Global Investors | $542bn | 13F-HR | |
| Q3 2025 | Capital Research Global Investors | $533bn | 13F-HR | |
| Q2 2025 | Capital Research Global Investors | $499bn | 13F-HR | |
| Q1 2025 | Capital Research Global Investors | $460bn | 13F-HR | |
| Q4 2024 | Capital Research Global Investors | $486bn | 13F-HR | |
| Q3 2024 | Capital Research Global Investors | $481bn | 13F-HR | |
| Q2 2024 | Capital Research Global Investors | $456bn | 13F-HR | |
| Q1 2024 | Capital Research Global Investors | $442bn | 13F-HR | |
| Q4 2023 | Capital Research Global Investors | $406bn | 13F-HR | |
| Q3 2023 | Capital Research Global Investors | $363bn | 13F-HR | |
| Q2 2023 | Capital Research Global Investors | $373bn | 13F-HR | |
| Q1 2023 | Capital Research Global Investors | $350bn | 13F-HR | |
| Q4 2022 | Capital Research Global Investors | $331bn | 13F-HR | |
| Q3 2022 | Capital Research Global Investors | $304bn | 13F-HR | |
| Q2 2022 | Capital Research Global Investors | $321bn | 13F-HR | |
| Q1 2022 | Capital Research Global Investors | $405bn | 13F-HR | |
| Q4 2021 | Capital Research Global Investors | $453bn | 13F-HR | |
| Q3 2021 | Capital Research Global Investors | $429bn | 13F-HR | |
| Q2 2021 | Capital Research Global Investors | $430bn | 13F-HR | |
| Q1 2021 | Capital Research Global Investors | $409bn | 13F-HR | |
| Q4 2020 | Capital Research Global Investors | $385bn | 13F-HR | |
| Q3 2020 | Capital Research Global Investors | $333bn | 13F-HR | |
| Q2 2020 | Capital Research Global Investors | $316bn | 13F-HR | |
| Q1 2020 | Capital Research Global Investors | $255bn | 13F-HR | |
| Q4 2019 | Capital Research Global Investors | $333bn | 13F-HR | |
| Q3 2019 | Capital Research Global Investors | $305bn | 13F-HR | |
| Q2 2019 | Capital Research Global Investors | $315bn | 13F-HR | |
| Q1 2019 | Capital Research Global Investors | $315bn | 13F-HR | |
| Q4 2018 | Capital Research Global Investors | $287bn | 13F-HR | |
| Q3 2018 | Capital Research Global Investors | $344bn | 13F-HR | |
| Q2 2018 | Capital Research Global Investors | $366bn | 13F-HR | |
| Q1 2018 | Capital Research Global Investors | $351bn | 13F-HR | |
| Q4 2017 | Capital Research Global Investors | $341bn | 13F-HR | |
| Q3 2017 | Capital Research Global Investors | $331bn | 13F-HR | |
| Q2 2017 | Capital Research Global Investors | $319bn | 13F-HR | |
| Q1 2017 | Capital Research Global Investors | $317bn | 13F-HR | |
| Q4 2016 | Capital Research Global Investors | $308bn | 13F-HR | |
| Q3 2016 | Capital Research Global Investors | $303bn | 13F-HR | |
| Q2 2016 | Capital Research Global Investors | $292bn | 13F-HR | |
| Q1 2016 | Capital Research Global Investors | $290bn | 13F-HR | |
| Q4 2015 | Capital Research Global Investors | $292bn | 13F-HR | |
| Q3 2015 | Capital Research Global Investors | $280bn | 13F-HR | |
| Q2 2015 | Capital Research Global Investors | $304bn | 1 | 13F-HR |
| Q1 2015 | Capital Research Global Investors | $292bn | 13F-HR | |
| Q4 2014 | Capital Research Global Investors | $295bn | 1 | 13F-HR |
| Q3 2014 | Capital Research Global Investors | $289bn | 13F-HR | |
| Q2 2014 | Capital Research Global Investors | $286bn | 13F-HR | |
| Q1 2014 | Capital Research Global Investors | $277bn | 13F-HR | |
| Q4 2013 | Capital Research Global Investors | $270bn | 13F-HR | |
| Q3 2013 | Capital Research Global Investors | $253bn | 13F-HR | |
| Q2 2013 | Capital Research Global Investors | $235bn | 13F-HR |
Reading this record
A 13F lists US-listed long equity and options at the quarter end, filed up to 45 days later. It shows what was held, not when it was bought or at what price, and nothing short. Where a quarter lists only the largest positions, a name missing from it may still be held below that range; the counts of what was opened and sold always cover the whole filing.
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