What Capital World 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
$846bn
$308bn at Q2 2013
Positions
637
463 at Q2 2013
Top ten weight
30%
23% at Q2 2013
Typical quarterly turnover
about 7%
Estimated from share changes
- Q2 2013: $308bn
- Q3 2013: $329bn
- Q4 2013: $356bn
- Q1 2014: $351bn
- Q2 2014: $363bn
- Q3 2014: $356bn
- Q4 2014: $369bn
- Q1 2015: $371bn
- Q2 2015: $369bn
- Q3 2015: $340bn
- Q4 2015: $357bn
- Q1 2016: $362bn
- Q2 2016: $371bn
- Q3 2016: $385bn
- Q4 2016: $398bn
- Q1 2017: $418bn
- Q2 2017: $426bn
- Q3 2017: $441bn
- Q4 2017: $461bn
- Q1 2018: $444bn
- Q2 2018: $467bn
- Q3 2018: $411bn
- Q4 2018: $369bn
- Q1 2019: $412bn
- Q2 2019: $426bn
- Q3 2019: $415bn
- Q4 2019: $447bn
- Q1 2020: $345bn
- Q2 2020: $413bn
- Q3 2020: $457bn
- Q4 2020: $519bn
- Q1 2021: $541bn
- Q2 2021: $588bn
- Q3 2021: $586bn
- Q4 2021: $632bn
- Q1 2022: $581bn
- Q2 2022: $471bn
- Q3 2022: $445bn
- Q4 2022: $469bn
- Q1 2023: $484bn
- Q2 2023: $520bn
- Q3 2023: $505bn
- Q4 2023: $562bn
- Q1 2024: $604bn
- Q2 2024: $613bn
- Q3 2024: $645bn
- Q4 2024: $659bn
- Q1 2025: $617bn
- Q2 2025: $688bn
- Q3 2025: $732bn
- Q4 2025: $735bn
- Q1 2026: $733bn
- Q2 2026: $846bn
- Q2 2013: 23%
- Q3 2013: 22%
- Q4 2013: 24%
- Q1 2014: 24%
- Q2 2014: 23%
- Q3 2014: 24%
- Q4 2014: 23%
- Q1 2015: 24%
- Q2 2015: 24%
- Q3 2015: 25%
- Q4 2015: 27%
- Q1 2016: 25%
- Q2 2016: 25%
- Q3 2016: 26%
- Q4 2016: 26%
- Q1 2017: 26%
- Q2 2017: 25%
- Q3 2017: 25%
- Q4 2017: 26%
- Q1 2018: 25%
- Q2 2018: 26%
- Q3 2018: 24%
- Q4 2018: 25%
- Q1 2019: 24%
- Q2 2019: 25%
- Q3 2019: 26%
- Q4 2019: 26%
- Q1 2020: 27%
- Q2 2020: 27%
- Q3 2020: 28%
- Q4 2020: 28%
- Q1 2021: 27%
- Q2 2021: 27%
- Q3 2021: 28%
- Q4 2021: 31%
- Q1 2022: 29%
- Q2 2022: 29%
- Q3 2022: 29%
- Q4 2022: 26%
- Q1 2023: 25%
- Q2 2023: 27%
- Q3 2023: 28%
- Q4 2023: 29%
- Q1 2024: 29%
- Q2 2024: 30%
- Q3 2024: 29%
- Q4 2024: 30%
- Q1 2025: 28%
- Q2 2025: 31%
- Q3 2025: 30%
- Q4 2025: 31%
- Q1 2026: 28%
- Q2 2026: 30%
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 | $46.0bnQ2 2026 | $46.0bn | |
| Micron Technology Inc(MU) | Q3 2020 | $34.0bnQ2 2026 | $34.0bn | |
| Alphabet Inc CL A(GOOGL)Capital Stock Class A | Q2 2020 | $26.2bnQ2 2026 | $26.2bn | |
| Philip Morris International(PM) | Q2 2020 | $24.1bnQ2 2026 | $24.1bn | |
| Facebook Inc CL A(META)Class A | Q2 2020 | $28.8bnQ3 2025 | $23.0bn | |
| Nvidia Corp(NVDA) | Q3 2021 | $25.2bnQ3 2025 | $21.8bn | |
| Microsoft Corp(MSFT) | Q2 2020 | $36.2bnQ4 2021 | $20.6bn | |
| Tesla Motors Inc(TSLA) | Q2 2020 | $39.1bnQ1 2022 | $19.2bn | |
| Eli Lilly & Co(LLY) | Q2 2020 | $19.7bnQ2 2024 | $19.1bn | |
| Taiwan Semiconductor MFG Co ADR(TSM)Sponsored ADS | Q2 2020 | $16.4bnQ2 2026 | $16.4bn | |
| Alphabet Inc CL C(GOOG)Capital Stock Class C | Q2 2020 | $15.0bnQ2 2026 | $15.0bn | |
| Amazon.com Inc(AMZN) | Q2 2020 | $14.6bnQ2 2026 | $14.6bn | |
| Microsoft Corp(MSFT) | Q2 2013 | $28.5bnQ4 2019 | Below the listed rangelast listed Q1 2020 | |
| Amazon.com Inc(AMZN) | Q2 2013 | $16.5bnQ2 2018 | Below the listed rangelast listed Q1 2020 | |
| Unitedhealth Group Inc(UNH) | Q2 2013 | $14.1bnQ4 2019 | Below the listed rangelast listed Q1 2020 | |
| Broadcom Inc(AVGO) | Q1 2018 | $13.8bnQ4 2019 | Below the listed rangelast listed Q1 2020 | |
| Home Depot Inc(HD) | Q2 2013 | $13.5bnQ3 2019 | Below the listed rangelast listed Q1 2020 | |
| JPMorgan Chase & Co(JPM) | Q2 2013 | $11.5bnQ4 2019 | Below the listed rangelast listed Q1 2020 | |
| Broadcom LTD | Q4 2016 | $11.1bnQ4 2017 | Soldlast listed Q4 2017 | |
| Facebook Inc CL A(META) | Q2 2013 | $11.0bnQ2 2018 | Below the listed rangelast listed Q1 2020 |
Quarter by quarter
Q1 2020: $345bn across 521 positions
Against Q4 2019: 59 new, 183 added to, 180 trimmed, 52 sold out, across all 521 positions.
Turnover about 8% of the book, estimated from share changes at quarter-end prices.
Largest additions
- Gilead Sciences Inc (GILD)+$2.1bn
- Johnson & Johnson (JNJ)+$1.7bn
- Amazon.com Inc (AMZN)+$1.2bn
- Tesla Motors Inc (TSLA)+$1.1bn
- Dollar General Corp (DG)+$909m
- Shopify Inc CL A S/v (SHOP)+$886m
- Advanced Micro Devices Inc (AMD)+$881m
- Vertex Pharmaceuticals Inc (VRTX)+$673m
Largest reductions
- Microsoft Corp (MSFT)-$6.5bn
- Broadcom Inc (AVGO)-$4.7bn
- Facebook Inc CL A (META)-$2.8bn
- Merck & Co Inc (MRK)-$2.7bn
- Royal Dutch Shell PLC B ADR-$2.6bn
- Home Depot Inc (HD)-$2.5bn
- Mastercard Inc CL A (MA)-$2.4bn
- Boston Scientific Corp (BSX)-$2.2bn
Opened
Nothing new among the largest positions.
Sold out
- Aon PLC CL Awas $1.1bn
- Wellcare Health Plans Incwas $731m
- Micron Technology Inc (MU)was $508m
- Sysco Corp (SYY)was $411m
- Agnico Eagle Mines LTD (usd) (AEM)was $309m
- Teck Resources LTD CL B S/v (TECK)was $291m
- Williams Companies Inc (the) (WMB)was $227m
- Interpublic Group of Companies Incwas $208m
Largest positions, Q1 2020
The largest 25 of 521 reported positions; the largest 500 carry 100% of the reported value.
| Position | Value | Weight | On the quarter |
|---|---|---|---|
| Microsoft Corp (MSFT) | $21.9bn | 6.4% | Trimmed |
| Unitedhealth Group Inc (UNH) | $12.0bn | 3.5% | Added |
| Broadcom Inc (AVGO) | $9.1bn | 2.6% | Trimmed |
| JPMorgan Chase & Co (JPM) | $8.2bn | 2.4% | Added |
| Amazon.com Inc (AMZN) | $8.0bn | 2.3% | Added |
| Pfizer Inc (PFE) | $7.3bn | 2.1% | Added |
| Facebook Inc CL A (META) | $6.7bn | 2.0% | Trimmed |
| Philip Morris International (PM) | $6.6bn | 1.9% | Added |
| Berkshire Hathaway Inc CL A | $6.1bn | 1.8% | Trimmed |
| Home Depot Inc (HD) | $6.1bn | 1.8% | Trimmed |
| Cme Group Inc CL A (CME) | $6.0bn | 1.8% | Trimmed |
| Lockheed Martin Corp (LMT) | $5.8bn | 1.7% | Added |
| Tesla Motors Inc (TSLA) | $5.6bn | 1.6% | Added |
| Thermo Fisher Scientific Inc (TMO) | $4.8bn | 1.4% | Added |
| Netflix Inc (NFLX) | $4.7bn | 1.4% | Trimmed |
| Boeing Co (BA) | $4.6bn | 1.3% | Added |
| Mastercard Inc CL A (MA) | $3.8bn | 1.1% | Trimmed |
| Regeneron Pharmaceuticals (REGN) | $3.5bn | 1.0% | Trimmed |
| CSX Corp (CSX) | $3.5bn | 1.0% | Added |
| Gilead Sciences Inc (GILD) | $3.5bn | 1.0% | Added |
| Alphabet Inc CL C (GOOG) | $3.4bn | 1.0% | Trimmed |
| Comcast Corp CL A (CMCSA) | $3.3bn | 1.0% | Added |
| Honeywell International Inc (HON) | $3.3bn | 0.9% | Added |
| Cigna Corp (CI) | $3.2bn | 0.9% | Trimmed |
| Altria Group Inc (MO) | $3.2bn | 0.9% | 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 Research Global Investors | at least 53% | 229 | Compare | |
| T. Rowe Price Associates Inc | at least 48% | 236 | Compare | |
| Fidelity (FMR LLC) | at least 45% | 235 | Compare | |
| Invesco Ltd | at least 43% | 223 | Compare | |
| Wellington Management Group LLP | at least 43% | 219 | Compare | |
| AllianceBernstein LP | at least 40% | 194 | Compare | |
| Janus Henderson Group Ltd | at least 39% | 188 | Compare | |
| Neuberger Berman Group LLC | at least 38% | 211 | 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 World Investors | $846bn | 13F-HR | |
| Q1 2026 | Capital World Investors | $733bn | 13F-HR | |
| Q4 2025 | Capital World Investors | $735bn | 13F-HR | |
| Q3 2025 | Capital World Investors | $732bn | 13F-HR | |
| Q2 2025 | Capital World Investors | $688bn | 13F-HR | |
| Q1 2025 | Capital World Investors | $617bn | 13F-HR | |
| Q4 2024 | Capital World Investors | $659bn | 13F-HR | |
| Q3 2024 | Capital World Investors | $645bn | 13F-HR | |
| Q2 2024 | Capital World Investors | $613bn | 13F-HR | |
| Q1 2024 | Capital World Investors | $604bn | 13F-HR | |
| Q4 2023 | Capital World Investors | $562bn | 13F-HR | |
| Q3 2023 | Capital World Investors | $505bn | 13F-HR | |
| Q2 2023 | Capital World Investors | $520bn | 13F-HR | |
| Q1 2023 | Capital World Investors | $484bn | 13F-HR | |
| Q4 2022 | Capital World Investors | $469bn | 13F-HR | |
| Q3 2022 | Capital World Investors | $445bn | 13F-HR | |
| Q2 2022 | Capital World Investors | $471bn | 13F-HR | |
| Q1 2022 | Capital World Investors | $581bn | 13F-HR | |
| Q4 2021 | Capital World Investors | $632bn | 13F-HR | |
| Q3 2021 | Capital World Investors | $586bn | 13F-HR | |
| Q2 2021 | Capital World Investors | $588bn | 13F-HR | |
| Q1 2021 | Capital World Investors | $541bn | 13F-HR | |
| Q4 2020 | Capital World Investors | $519bn | 13F-HR | |
| Q3 2020 | Capital World Investors | $457bn | 13F-HR | |
| Q2 2020 | Capital World Investors | $413bn | 13F-HR | |
| Q1 2020 | Capital World Investors | $345bn | 13F-HR | |
| Q4 2019 | Capital World Investors | $447bn | 13F-HR | |
| Q3 2019 | Capital World Investors | $415bn | 13F-HR | |
| Q2 2019 | Capital World Investors | $426bn | 13F-HR | |
| Q1 2019 | Capital World Investors | $412bn | 13F-HR | |
| Q4 2018 | Capital World Investors | $369bn | 13F-HR | |
| Q3 2018 | Capital World Investors | $411bn | 13F-HR | |
| Q2 2018 | Capital World Investors | $467bn | 13F-HR | |
| Q1 2018 | Capital World Investors | $444bn | 13F-HR | |
| Q4 2017 | Capital World Investors | $461bn | 13F-HR | |
| Q3 2017 | Capital World Investors | $441bn | 13F-HR | |
| Q2 2017 | Capital World Investors | $426bn | 13F-HR | |
| Q1 2017 | Capital World Investors | $418bn | 13F-HR | |
| Q4 2016 | Capital World Investors | $398bn | 13F-HR | |
| Q3 2016 | Capital World Investors | $385bn | 13F-HR | |
| Q2 2016 | Capital World Investors | $371bn | 13F-HR | |
| Q1 2016 | Capital World Investors | $362bn | 13F-HR | |
| Q4 2015 | Capital World Investors | $357bn | 13F-HR | |
| Q3 2015 | Capital World Investors | $340bn | 13F-HR | |
| Q2 2015 | Capital World Investors | $369bn | 1 | 13F-HR |
| Q1 2015 | Capital World Investors | $371bn | 13F-HR | |
| Q4 2014 | Capital World Investors | $369bn | 1 | 13F-HR |
| Q3 2014 | Capital World Investors | $356bn | 13F-HR | |
| Q2 2014 | Capital World Investors | $363bn | 13F-HR | |
| Q1 2014 | Capital World Investors | $351bn | 13F-HR | |
| Q4 2013 | Capital World Investors | $356bn | 13F-HR | |
| Q3 2013 | Capital World Investors | $329bn | 13F-HR | |
| Q2 2013 | Capital World Investors | $308bn | 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.
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