Asset manager

Capital Research Global Investors

13F for the quarter to June 30, 2026, filed August 12, 2026 · SEC CIK 1422848

Reported value: $716.8bn
Positions we cover: 390
Copy, a year: +14.8%
Copy Sharpe ratio: 0.80

How copying its 13F would have done

CopyS&P 500 $10,000 copying Capital Research Global Investors's filed holdings in companies we cover from August 16, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −31.3% (S&P 500 −31.8%); beta 1.01; alpha +0.6% a year (t = 0.65); last 12 months +9.4% against +12.1%.

Reported value by quarter

Capital Research Global Investors: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).

View chart data

Period	Reported value
2013-06-30	$235.1B
2013-09-30	$253.3B
2013-12-31	$270B
2014-03-31	$276.8B
2014-06-30	$286B
2014-09-30	$288.9B
2014-12-31	$294.6B
2015-03-31	$292.2B
2015-06-30	$304.3B
2015-09-30	$279.6B
2015-12-31	$292.2B
2016-03-31	$290.1B
2016-06-30	$292.4B
2016-09-30	$302.5B
2016-12-31	$308.4B
2017-03-31	$317B
2017-06-30	$319.5B
2017-09-30	$331.2B
2017-12-31	$340.7B
2018-03-31	$351.4B
2018-06-30	$366.1B
2018-09-30	$344B
2018-12-31	$287B
2019-03-31	$315.4B
2019-06-30	$315B
2019-09-30	$304.9B
2019-12-31	$333.5B
2020-03-31	$254.9B
2020-06-30	$316.1B
2020-09-30	$333.1B
2020-12-31	$385.3B
2021-03-31	$408.7B
2021-06-30	$429.5B
2021-09-30	$428.4B
2021-12-31	$452.4B
2022-03-31	$404.9B
2022-06-30	$320.9B
2022-09-30	$304.2B
2022-12-31	$330.7T
2023-03-31	$350.3B
2023-06-30	$373.2B
2023-09-30	$363.2B
2023-12-31	$406.5B
2024-03-31	$442B
2024-06-30	$455.7B
2024-09-30	$481.1B
2024-12-31	$486.3B
2025-03-31	$459.9B
2025-06-30	$499.4B
2025-09-30	$533B
2025-12-31	$541.7B
2026-03-31	$644.6B
2026-06-30	$716.8B

Holdings and moves

Company	Share of portfolio	Value	Shares	Change in shares
AVGOBroadcom	5.96%	$42.7bn	113.13M	−2.5% Reduced
NVDANVIDIA Corporation	5.66%	$40.6bn	202.74M	+5.0% Added
MSFTMicrosoft Corporation	4.93%	$35.3bn	94.75M	−1.4% Reduced
AMZNAmazon	4.01%	$28.7bn	120.60M	+1.8% Added
LLYLilly (Eli)	3.49%	$25.0bn	20.87M	−15.3% Reduced
GOOGLAlphabet Inc. (Class A)	3.12%	$22.3bn	62.53M	+8.7% Added
METAMeta Platforms	3.11%	$22.3bn	39.62M	+28.2% Added
AAPLApple Inc.	2.40%	$17.2bn	59.39M	−7.2% Reduced
AMATApplied Materials	2.23%	$16.0bn	22.16M	−24.8% Reduced
PMPhilip Morris International	2.13%	$15.2bn	84.25M	+5.6% Added
GEGE Aerospace	1.61%	$11.6bn	30.94M	−10.9% Reduced
SBUXStarbucks	1.56%	$11.2bn	109.65M	+7.1% Added
RCLRoyal Caribbean Group	1.52%	$10.9bn	34.26M	+21.2% Added
INTCIntel	1.44%	$10.3bn	73.75M	−4.6% Reduced
RTXRTX Corporation	1.39%	$9.9bn	52.35M	0.0%
VRTXVertex Pharmaceuticals	1.35%	$9.7bn	19.49M	−7.7% Reduced
UBERUber	1.32%	$9.4bn	130.66M	+12.3% Added
JPMJPMorgan Chase	1.27%	$9.1bn	27.75M	+1.2% Added
LINLinde plc	1.26%	$9.0bn	17.43M	+8.6% Added
CSCOCisco	1.10%	$7.9bn	67.17M	+5.0% Added
CARRCarrier Global	1.08%	$7.8bn	106.07M	−8.9% Reduced
ABBVAbbVie	1.06%	$7.6bn	30.10M	−3.7% Reduced
WFCWells Fargo	0.88%	$6.3bn	76.40M	+4.8% Added
GLWCorning Inc.	0.88%	$6.3bn	24.70M	+13.1% Added
MAMastercard	0.83%	$6.0bn	11.63M	−16.3% Reduced
HDThe Home Depot	0.83%	$5.9bn	16.80M	+12.1% Added
ORCLOracle Corporation	0.81%	$5.8bn	39.75M	+23.7% Added
PGRProgressive Corporation	0.81%	$5.8bn	26.55M	+17.6% Added
MELIMercadolibre Inc	0.74%	$5.3bn	3.14M	+15.5% Added
APHAmphenol	0.72%	$5.2bn	29.49M	+10.7% Added
DDominion Energy	0.70%	$5.0bn	73.86M	+50.8% Added
TSMTaiwan Semiconductor Manufacturing Co LTD	0.70%	$5.0bn	10.47M	+4.9% Added
NFLXNetflix	0.68%	$4.9bn	68.70M	+1.0% Added
UNPUnion Pacific Corporation	0.65%	$4.7bn	17.11M	+1.2% Added
CNQCanadian Natural Resources Ltd	0.64%	$4.6bn	116.07M	−29.4% Reduced
MUMicron Technology	0.62%	$4.4bn	3.83M	−7.9% Reduced
UNHUnitedHealth Group	0.61%	$4.4bn	10.53M	−38.4% Reduced
BLKBlackRock	0.60%	$4.3bn	4.46M	−3.3% Reduced
MOAltria	0.59%	$4.2bn	58.65M	+128.4% Added
STXSeagate Technology	0.58%	$4.2bn	4.33M	−24.6% Reduced
CVNACarvana	0.58%	$4.2bn	63.42M	+484.5% Added
TDGTransDigm Group	0.58%	$4.2bn	3.12M	−0.8% Reduced
MDLZMondelez International	0.56%	$4.0bn	69.66M	+2.0% Added
MSMorgan Stanley	0.53%	$3.8bn	18.07M	−10.9% Reduced
TSLATesla, Inc.	0.50%	$3.6bn	8.50M	−1.5% Reduced
ABTAbbott Laboratories	0.47%	$3.3bn	36.91M	−25.8% Reduced
CNPCenterPoint Energy	0.44%	$3.1bn	71.38M	−1.2% Reduced
APDAir Products	0.43%	$3.1bn	10.60M	+1.8% Added
IPInternational Paper	0.42%	$3.0bn	78.47M	0.0%
KLACKLA Corporation	0.41%	$2.9bn	9.75M	+898.3% Added
ALNYAlnylam Pharmaceuticals, Inc.	0.41%	$2.9bn	9.75M	+3.0% Added
TRPTC Energy Corp	0.40%	$2.9bn	43.52M	−3.0% Reduced
CMCSAComcast	0.40%	$2.9bn	116.11M	+29.6% Added
APOApollo Global Management	0.40%	$2.8bn	23.97M	−8.4% Reduced
EOGEOG Resources	0.39%	$2.8bn	21.52M	−17.4% Reduced
VIKViking Holdings Ltd	0.37%	$2.7bn	25.52M	+12.5% Added
FCXFreeport-McMoRan	0.36%	$2.6bn	41.50M	+1.6% Added
CVSCVS Health	0.35%	$2.5bn	24.33M	+21.6% Added
GILDGilead Sciences	0.34%	$2.5bn	19.39M	−28.5% Reduced
MCDMcDonald's	0.34%	$2.4bn	8.96M	+30.0% Added
XELXcel Energy	0.33%	$2.4bn	29.30M	+7.5% Added
CATCaterpillar Inc.	0.33%	$2.3bn	2.20M	−31.3% Reduced
WMWaste Management	0.33%	$2.3bn	10.44M	+19.5% Added
AMGNAmgen	0.32%	$2.3bn	6.27M	−9.8% Reduced
ANETArista Networks	0.31%	$2.2bn	13.16M	−10.8% Reduced
URIUnited Rentals	0.30%	$2.2bn	1.92M	−29.4% Reduced
PLDPrologis	0.30%	$2.2bn	15.92M	−6.0% Reduced
AFRMAffirm Holdings, Inc.	0.30%	$2.1bn	26.00M	+5.7% Added
TMOThermo Fisher Scientific	0.29%	$2.1bn	4.15M	−6.0% Reduced
JNJJohnson & Johnson	0.29%	$2.1bn	8.16M	−6.6% Reduced
IRIngersoll Rand	0.29%	$2.1bn	25.22M	−14.4% Reduced
DHRDanaher Corporation	0.29%	$2.1bn	10.82M	+21.6% Added
DASHDoorDash	0.28%	$2.0bn	10.94M	+114.4% Added
ENTGEntegris Inc	0.28%	$2.0bn	11.21M	−1.4% Reduced
SWSmurfit Westrock	0.28%	$2.0bn	42.63M	+9.4% Added
BABoeing	0.27%	$2.0bn	9.02M	+121.7% Added
NUNu Holdings Ltd.	0.27%	$1.9bn	142.76M	+11.1% Added
DTEDTE Energy	0.27%	$1.9bn	12.50M	−12.1% Reduced
PNCPNC Financial Services	0.26%	$1.9bn	7.69M	−11.9% Reduced
BTIBritish American Tobacco P.l.c.	0.26%	$1.9bn	30.33M	−2.0% Reduced
ADPAutomatic Data Processing	0.26%	$1.9bn	8.28M	−3.3% Reduced
CRMSalesforce	0.26%	$1.8bn	11.74M	−14.3% Reduced
MRSHMarsh McLennan	0.26%	$1.8bn	10.97M	−2.9% Reduced
KOThe Coca-Cola Company	0.25%	$1.8bn	22.31M	−24.3% Reduced
WDCWestern Digital	0.25%	$1.8bn	2.82M	−14.9% Reduced
SPCXSpace Exploration Technologies Corp	0.25%	$1.8bn	10.44M	New
PNWPinnacle West Capital	0.25%	$1.8bn	16.49M	+0.3%
NEENextEra Energy	0.25%	$1.8bn	20.10M	−43.6% Reduced
XPOXPO, Inc.	0.24%	$1.7bn	8.27M	−13.7% Reduced
TXNTexas Instruments	0.23%	$1.7bn	5.65M	−36.6% Reduced
BKNGBooking Holdings	0.22%	$1.6bn	8.96M	+6581.5% Added
MDLNMedline Inc.	0.22%	$1.6bn	39.96M	+72.5% Added
WELLWelltower	0.22%	$1.6bn	6.89M	+5.4% Added
BXBlackstone Inc.	0.22%	$1.6bn	13.20M	−10.5% Reduced
FICOFair Isaac	0.22%	$1.5bn	1.30M	+15.9% Added
CVECenovus Energy Inc.	0.21%	$1.5bn	59.77M	−43.2% Reduced
CEGConstellation Energy	0.20%	$1.4bn	5.75M	+20.1% Added
VVisa Inc.	0.20%	$1.4bn	4.08M	−32.3% Reduced
KKRKKR & Co.	0.19%	$1.3bn	14.71M	−12.3% Reduced
ITWIllinois Tool Works	0.18%	$1.3bn	4.88M	+2.5% Added
GDGeneral Dynamics	0.18%	$1.3bn	3.71M	−5.5% Reduced
SWKStanley Black & Decker	0.17%	$1.2bn	13.12M	+1.1% Added
BKRBaker Hughes	0.17%	$1.2bn	22.03M	+0.3%
CBChubb Limited	0.17%	$1.2bn	3.52M	−44.1% Reduced
NVRNVR, Inc.	0.16%	$1.1bn	163.8K	+0.5% Added
MDTMedtronic	0.14%	$1.0bn	13.26M	−68.4% Reduced
OVVOvintiv Inc.	0.14%	$1.0bn	19.45M	+262.7% Added
UDRUDR, Inc.	0.14%	$1.0bn	25.57M	−0.2%
SNPSSynopsys Inc	0.14%	$1.0bn	2.28M	+10.5% Added
PGProcter & Gamble	0.14%	$1.0bn	6.86M	−18.7% Reduced
ATIATI Inc	0.14%	$1.0bn	5.09M	−17.3% Reduced
SHWSherwin-Williams	0.14%	$995.9m	2.89M	−19.9% Reduced
APPApplovin Corp	0.14%	$981.6m	1.91M	−27.8% Reduced
CSXCSX Corporation	0.13%	$961.1m	20.22M	+2.8% Added
TSCOTractor Supply	0.13%	$949.0m	30.02M	+182.3% Added
TAT&T	0.13%	$928.1m	44.83M	−27.2% Reduced
DHID. R. Horton	0.13%	$926.3m	5.69M	+22.1% Added
MRVLMarvell Technology	0.13%	$919.2m	3.09M	−29.8% Reduced
EXRExtra Space Storage	0.13%	$915.4m	6.30M	+0.7% Added
PEGPublic Service Enterprise Group	0.12%	$870.0m	10.72M	+1.4% Added
SHOPShopify Inc.	0.12%	$855.4m	7.49M	−35.6% Reduced
ARMARM Holdings PLC	0.12%	$851.4m	2.40M	−43.1% Reduced
ALGMAllegro Microsystems, Inc.	0.12%	$835.9m	12.01M	−3.5% Reduced
STLDSteel Dynamics	0.12%	$835.2m	3.64M	+0.2%
CRWDCrowdStrike	0.12%	$825.5m	1.08M	+1.1% Added
TJXTJX Companies	0.11%	$814.5m	5.38M	−8.8% Reduced
ECLEcolab	0.11%	$797.8m	2.86M	−6.8% Reduced
WSOWatsco Inc	0.11%	$792.7m	1.90M	+0.2%
AZNAstrazeneca PLC	0.11%	$787.3m	4.20M	−9.0% Reduced
FTAIFTAI Aviation Ltd.	0.11%	$782.1m	2.89M	+0.7% Added
LSCCLattice Semiconductor Corp	0.11%	$757.0m	4.95M	+14.1% Added
HONHoneywell Technologies	0.10%	$738.9m	3.30M	New
LRCXLam Research	0.10%	$737.8m	1.70M	−34.6% Reduced
HONAHoneywell Aerospace	0.10%	$729.5m	3.30M	New
FISFidelity National Information Services	0.10%	$704.4m	18.12M	−4.2% Reduced
TTTrane Technologies	0.10%	$691.9m	1.41M	−24.4% Reduced
ACNAccenture	0.10%	$680.7m	5.47M	−4.6% Reduced
PEPPepsiCo	0.09%	$672.9m	4.97M	+0.5%
HWMHowmet Aerospace	0.09%	$656.2m	2.44M	−6.1% Reduced
LMTLockheed Martin	0.09%	$631.0m	1.24M	−15.5% Reduced
AMDAdvanced Micro Devices	0.09%	$630.0m	1.08M	−37.3% Reduced
ISRGIntuitive Surgical	0.09%	$617.1m	1.55M	+60.5% Added
EXEExpand Energy	0.09%	$605.8m	6.64M	−2.3% Reduced
BSXBoston Scientific	0.08%	$605.3m	14.18M	+100.3% Added
ETREntergy	0.08%	$601.5m	5.24M	+3.9% Added
AJGArthur J. Gallagher & Co.	0.08%	$593.6m	2.59M	−13.2% Reduced
MNSTMonster Beverage	0.08%	$575.0m	5.98M	−4.3% Reduced
DUKDuke Energy	0.08%	$569.5m	4.50M	+0.3%
AURAurora Innovation, Inc.	0.08%	$566.4m	83.05M	+0.4%
EGOEldorado Gold Corp	0.08%	$562.2m	18.07M	+74.0% Added

Company	Bought (value)	Shares
METAMeta Platforms	$4.9bn	8.71M
CVNACarvana	$3.5bn	52.57M
KLACKLA Corporation	$2.6bn	8.77M
MOAltria	$2.4bn	32.97M
NVDANVIDIA Corporation	$1.9bn	9.70M
RCLRoyal Caribbean Group	$1.9bn	6.00M
SPCXSpace Exploration Technologies Corp	$1.8bn	10.44M
GOOGLAlphabet Inc. (Class A)	$1.8bn	4.98M
DDominion Energy	$1.7bn	24.88M
BKNGBooking Holdings	$1.6bn	8.83M
ORCLOracle Corporation	$1.1bn	7.61M
DASHDoorDash	$1.1bn	5.84M
BABoeing	$1.1bn	4.95M
UBERUber	$1.0bn	14.32M
PGRProgressive Corporation	$868.3m	3.97M

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Sold (value)	Shares
AMATApplied Materials	−$5.3bn	−7.30M
LLYLilly (Eli)	−$4.5bn	−3.76M
UNHUnitedHealth Group	−$2.7bn	−6.58M
MDTMedtronic	−$2.2bn	−28.67M
CNQCanadian Natural Resources Ltd	−$1.9bn	−48.36M
HALHalliburton	−$1.6bn	−47.69M
GEGE Aerospace	−$1.4bn	−3.78M
NEENextEra Energy	−$1.4bn	−15.56M
STXSeagate Technology	−$1.4bn	−1.41M
AAPLApple Inc.	−$1.3bn	−4.64M
GEHCGE HealthCare	−$1.3bn	−20.71M
SYKStryker Corporation	−$1.3bn	−4.00M
ABTAbbott Laboratories	−$1.2bn	−12.87M
MAMastercard	−$1.2bn	−2.26M
CHTRCharter Communications	−$1.1bn	−5.29M

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Value last quarter	Shares
CHTRCharter Communications	$1.1bn	5.29M
SRESempra	$513.6m	5.29M
DOWDow Inc.	$380.9m	9.15M
NBISNebius Group N.V.	$348.4m	3.36M
SOBOSouth Bow Corp	$341.9m	10.28M
SUSuncor Energy Inc	$330.1m	4.99M
SOSouthern Company	$252.4m	2.61M
FITBFifth Third Bancorp	$232.3m	5.00M
PAYXPaychex	$193.4m	2.10M
SPOTSpotify Technology S.a.	$126.6m	261.2K
BZKanzhun Ltd	$111.1m	8.29M
SKYChampion Homes, Inc.	$102.4m	1.38M
WWDWoodward, Inc.	$98.9m	276.4K
FAFFirst American Financial Corp	$93.2m	1.55M
EMREmerson Electric	$92.6m	707.1K
FUTUFutu Holdings Ltd	$90.2m	659.3K
NTRNutrien Ltd.	$87.5m	1.16M
FSLRFirst Solar, Inc.	$80.3m	406.9K
DEDeere & Company	$78.8m	139.8K
REGNRegeneron Pharmaceuticals	$78.7m	101.9K
LOWLowe's	$77.9m	329.6K
TELTE Connectivity	$70.9m	339.0K
NETCloudflare, Inc.	$66.4m	321.7K
UUUUEnergy Fuels Inc	$56.1m	3.07M
STTState Street Corporation	$55.0m	434.8K
BABAAlibaba Group Holding Ltd	$53.2m	423.9K
PBHPrestige Consumer Healthcare Inc.	$53.0m	894.7K
DNNDenison Mines Corp.	$48.4m	13.72M
RHRH	$47.6m	340.5K
ASTSAST Spacemobile, Inc.	$42.7m	515.9K

Technology33.4%
Industrials12.5%
Consumer Discretionary11.5%
Health Care11.1%
Financials8.5%
Communication Services8.0%
Consumer Staples4.6%
Materials3.7%
Utilities3.0%
Energy2.5%
Real Estate1.1%

Share of the value held in companies we cover, by sector.

Period	Copy, a year	S&P 500	Sharpe	S&P 500	Biggest drop	Beta
Whole backtestAugust 16, 2013 to November 2, 2026	+14.8%	+14.1%	0.80	0.78	−31.3%	1.01
2018 onwardsJanuary 5, 2018 to November 2, 2026	+13.0%	+13.9%	0.60	0.66	−31.3%	1.01
Last three yearsNovember 3, 2023 to November 2, 2026	+20.0%	+21.8%	1.03	1.16	−17.3%	1.00
Last yearNovember 7, 2025 to November 2, 2026	+11.2%	+14.2%	0.61	0.84	−9.3%	0.97

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.