L3VLUP
ProSign in
← Capital Research Global Investors, latest filing

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

Reported book by quarter
$0$358bn$717bnQ2 2013: $235bnQ3 2013: $253bnQ4 2013: $270bnQ1 2014: $277bn14Q2 2014: $286bnQ3 2014: $289bnQ4 2014: $295bnQ1 2015: $292bn15Q2 2015: $304bnQ3 2015: $280bnQ4 2015: $292bnQ1 2016: $290bn16Q2 2016: $292bnQ3 2016: $303bnQ4 2016: $308bnQ1 2017: $317bn17Q2 2017: $319bnQ3 2017: $331bnQ4 2017: $341bnQ1 2018: $351bn18Q2 2018: $366bnQ3 2018: $344bnQ4 2018: $287bnQ1 2019: $315bn19Q2 2019: $315bnQ3 2019: $305bnQ4 2019: $333bnQ1 2020: $255bn20Q2 2020: $316bnQ3 2020: $333bnQ4 2020: $385bnQ1 2021: $409bn21Q2 2021: $430bnQ3 2021: $429bnQ4 2021: $453bnQ1 2022: $405bn22Q2 2022: $321bnQ3 2022: $304bnQ4 2022: $331bnQ1 2023: $350bn23Q2 2023: $373bnQ3 2023: $363bnQ4 2023: $406bnQ1 2024: $442bn24Q2 2024: $456bnQ3 2024: $481bnQ4 2024: $486bnQ1 2025: $460bn25Q2 2025: $499bnQ3 2025: $533bnQ4 2025: $542bnQ1 2026: $645bn26Q2 2026: $717bn
  • 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
Share of the book in the ten largest positions
0%20%39%Q2 2013: 25%Q3 2013: 24%Q4 2013: 25%Q1 2014: 25%14Q2 2014: 25%Q3 2014: 27%Q4 2014: 25%Q1 2015: 25%15Q2 2015: 24%Q3 2015: 23%Q4 2015: 24%Q1 2016: 24%16Q2 2016: 25%Q3 2016: 25%Q4 2016: 23%Q1 2017: 24%17Q2 2017: 24%Q3 2017: 25%Q4 2017: 25%Q1 2018: 26%18Q2 2018: 27%Q3 2018: 29%Q4 2018: 29%Q1 2019: 27%19Q2 2019: 28%Q3 2019: 27%Q4 2019: 30%Q1 2020: 35%20Q2 2020: 34%Q3 2020: 34%Q4 2020: 30%Q1 2021: 29%21Q2 2021: 29%Q3 2021: 30%Q4 2021: 30%Q1 2022: 28%22Q2 2022: 29%Q3 2022: 28%Q4 2022: 27%Q1 2023: 27%23Q2 2023: 28%Q3 2023: 27%Q4 2023: 30%Q1 2024: 32%24Q2 2024: 34%Q3 2024: 32%Q4 2024: 33%Q1 2025: 31%25Q2 2025: 36%Q3 2025: 38%Q4 2025: 39%Q1 2026: 35%26Q2 2026: 37%
  • 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.

PositionValue over timeFirst listedLargestQ2 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 AQ2 2020$22.3bnQ2 2026$22.3bn
Facebook Inc CL A(META)Class AQ2 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 CQ2 2020$15.2bnQ2 2026$15.2bn
General Electric Co(GE)Q3 2021$13.8bnQ1 2024$11.6bn
Abbvie Inc(ABBV)Q2 2013$18.7bnQ4 2017Soldlast listed Q1 2020
Facebook Inc CL A(META)Q2 2013$15.0bnQ4 2019Soldlast listed Q1 2020
Amgen Inc(AMGN)Q2 2013$14.9bnQ4 2015Soldlast listed Q1 2020
Netflix Inc(NFLX)Q2 2013$14.7bnQ2 2018Soldlast listed Q1 2020
Microsoft Corp(MSFT)Q2 2013$14.7bnQ1 2020Soldlast listed Q1 2020
Gilead Sciences Inc(GILD)Q2 2013$13.0bnQ3 2014Soldlast listed Q1 2020
Amazon.com Inc(AMZN)Q2 2013$12.1bnQ3 2018Soldlast listed Q1 2020
Abbott Laboratories(ABT)Q2 2013$9.9bnQ4 2019Soldlast listed Q1 2020

Quarter by quarter

2026Q1Q2
2025Q1Q2Q3Q4
2024Q1Q2Q3Q4
2023Q1Q2Q3Q4
2022Q1Q2Q3Q4
2021Q1Q2Q3Q4
2020Q1Q2Q3Q4
2019Q1Q2Q3Q4
2018Q1Q2Q3Q4
2017Q1Q2Q3Q4
2016Q1Q2Q3Q4
2015Q1Q2Q3Q4
2014Q1Q2Q3Q4
2013Q2Q3Q4

Q2 2016: $292bn across 419 positions

Against Q1 2016: 18 new, 145 added to, 141 trimmed, 29 sold out, across all 419 positions.

Turnover about 6% of the book, estimated from share changes at quarter-end prices.

Largest additions

  • Abbvie Inc (ABBV)+$5.1bn
  • Chevron Corp (CVX)+$1.1bn
  • American International Group Inc (AIG)+$642m
  • Canadian Natural Resources LTD (CNQ)+$606m
  • Freeport-mcmoran Copper & Gold (FCX)+$604m
  • Halliburton Co (HAL)+$601m
  • Eog Resources Inc (EOG)+$571m
  • Stryker Corp (SYK)+$531m

Largest reductions

  • Baidu Inc A ADR (BIDU)-$1.6bn
  • Monsanto Co-$1.2bn
  • ST Jude Medical-$1.0bn
  • Alexion Pharmaceuticals Inc-$855m
  • Amgen Inc (AMGN)-$776m
  • Gilead Sciences Inc (GILD)-$738m
  • Centurylink Inc-$724m
  • Cummins Inc (CMI)-$544m

Opened

Nothing new among the largest positions.

Sold out

  • Cognizant Technology Solutions Corp CL A (CTSH)was $485m
  • Itt Corporationwas $341m
  • Hewlett Packard Enterprise Co (HPE)was $322m
  • Macy's Inc (M)was $220m
  • Vmware Inc CL Awas $214m
  • FMC Technologies Incwas $193m
  • HP Inc (HPQ)was $153m
  • National Oilwell Varco Incwas $59m

Largest positions, Q2 2016

The largest 25 of 419 reported positions.

PositionValueWeightOn the quarter
Amgen Inc (AMGN)$12.6bn4.3%Trimmed
Abbvie Inc (ABBV)$9.4bn3.2%Added
Verizon Communications Inc (VZ)$8.7bn3.0%Trimmed
Philip Morris International (PM)$8.4bn2.9%Trimmed
Amazon.com Inc (AMZN)$7.8bn2.7%Trimmed
Oracle Corp (ORCL)$6.7bn2.3%Trimmed
Texas Instruments Inc (TXN)$5.2bn1.8%Trimmed
Altria Group Inc (MO)$5.2bn1.8%Trimmed
Union Pacific Corp (UNP)$4.7bn1.6%Trimmed
Netflix Inc (NFLX)$4.6bn1.6%Added
Broadcom LTD$4.4bn1.5%Trimmed
Unitedhealth Group Inc (UNH)$4.1bn1.4%Added
Canadian Natural Resources LTD (CNQ)$4.1bn1.4%Added
Stryker Corp (SYK)$4.0bn1.4%Added
American International Group Inc (AIG)$3.7bn1.3%Added
Eog Resources Inc (EOG)$3.6bn1.2%Added
AT&T Inc (T)$3.6bn1.2%Trimmed
Coca-cola Co (KO)$3.6bn1.2%Added
Intel Corp (INTC)$3.4bn1.2%Added
Medtronic PLC$3.3bn1.1%Added
Accenture PLC CL A$3.2bn1.1%Trimmed
Alexion Pharmaceuticals Inc$3.0bn1.0%Trimmed
Alphabet Inc CL C (GOOG)$2.9bn1.0%Trimmed
Alibaba Group Holding LTD ADR (BABA)$2.9bn1.0%Added
General Electric Co$2.8bn0.9%Trimmed

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.

ManagerOverlapStocks in bothOverlap over time
Capital World Investorsat least 53%229Compare
T. Rowe Price Associates Incat least 51%218Compare
Fidelity (FMR LLC)at least 47%208Compare
Invesco Ltdat least 45%220Compare
Wellington Management Group LLPat least 43%189Compare
AllianceBernstein LPat least 43%195Compare
Neuberger Berman Group LLCat least 43%187Compare
MFS Investment Managementat least 42%203Compare

“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.

QuarterFilerBookAmendedFiling
Q2 2026Capital Research Global Investors$717bn13F-HR
Q1 2026Capital Research Global Investors$645bn13F-HR
Q4 2025Capital Research Global Investors$542bn13F-HR
Q3 2025Capital Research Global Investors$533bn13F-HR
Q2 2025Capital Research Global Investors$499bn13F-HR
Q1 2025Capital Research Global Investors$460bn13F-HR
Q4 2024Capital Research Global Investors$486bn13F-HR
Q3 2024Capital Research Global Investors$481bn13F-HR
Q2 2024Capital Research Global Investors$456bn13F-HR
Q1 2024Capital Research Global Investors$442bn13F-HR
Q4 2023Capital Research Global Investors$406bn13F-HR
Q3 2023Capital Research Global Investors$363bn13F-HR
Q2 2023Capital Research Global Investors$373bn13F-HR
Q1 2023Capital Research Global Investors$350bn13F-HR
Q4 2022Capital Research Global Investors$331bn13F-HR
Q3 2022Capital Research Global Investors$304bn13F-HR
Q2 2022Capital Research Global Investors$321bn13F-HR
Q1 2022Capital Research Global Investors$405bn13F-HR
Q4 2021Capital Research Global Investors$453bn13F-HR
Q3 2021Capital Research Global Investors$429bn13F-HR
Q2 2021Capital Research Global Investors$430bn13F-HR
Q1 2021Capital Research Global Investors$409bn13F-HR
Q4 2020Capital Research Global Investors$385bn13F-HR
Q3 2020Capital Research Global Investors$333bn13F-HR
Q2 2020Capital Research Global Investors$316bn13F-HR
Q1 2020Capital Research Global Investors$255bn13F-HR
Q4 2019Capital Research Global Investors$333bn13F-HR
Q3 2019Capital Research Global Investors$305bn13F-HR
Q2 2019Capital Research Global Investors$315bn13F-HR
Q1 2019Capital Research Global Investors$315bn13F-HR
Q4 2018Capital Research Global Investors$287bn13F-HR
Q3 2018Capital Research Global Investors$344bn13F-HR
Q2 2018Capital Research Global Investors$366bn13F-HR
Q1 2018Capital Research Global Investors$351bn13F-HR
Q4 2017Capital Research Global Investors$341bn13F-HR
Q3 2017Capital Research Global Investors$331bn13F-HR
Q2 2017Capital Research Global Investors$319bn13F-HR
Q1 2017Capital Research Global Investors$317bn13F-HR
Q4 2016Capital Research Global Investors$308bn13F-HR
Q3 2016Capital Research Global Investors$303bn13F-HR
Q2 2016Capital Research Global Investors$292bn13F-HR
Q1 2016Capital Research Global Investors$290bn13F-HR
Q4 2015Capital Research Global Investors$292bn13F-HR
Q3 2015Capital Research Global Investors$280bn13F-HR
Q2 2015Capital Research Global Investors$304bn113F-HR
Q1 2015Capital Research Global Investors$292bn13F-HR
Q4 2014Capital Research Global Investors$295bn113F-HR
Q3 2014Capital Research Global Investors$289bn13F-HR
Q2 2014Capital Research Global Investors$286bn13F-HR
Q1 2014Capital Research Global Investors$277bn13F-HR
Q4 2013Capital Research Global Investors$270bn13F-HR
Q3 2013Capital Research Global Investors$253bn13F-HR
Q2 2013Capital Research Global Investors$235bn13F-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.

Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More