13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
CGIC

CAPITAL GROUP INTERNATIONAL

190 institutions still hold CAPITAL GROUP INTERNATIONAL as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14021T102·190 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.5%
vs prior quarter
13F value held
$874M
68.0% inst. owned
of float
Holders
190
-139 QoQ
filers reporting
Activity
+106 / −119
+889 added · −797 reduced
this quarter
Concentration
18.92%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

190 institutions reported CGIC in Q1 2026. LPL Financial LLC leads at 18.9% of the visible book. -139 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$165M5.0M0.04%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$108M3.3M0.03%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$88M2.7M0.13%Q1 202604
Capital Group Private Client Services, Inc.
CIK 0001857666
$73M2.2M1.23%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$57M1.7M0.01%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$43M1.3M0.06%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$39M1.2M0.01%Q1 202608
Merit Financial Group, LLC
CIK 0001621225
$37M1.1M0.28%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$33M998K0.01%Q1 202610
Amplius Wealth Advisors, LLC
CIK 0001900584
$33M992K2.74%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$27M827K0.03%Q1 202612
Johnson Bixby & Associates, LLC
CIK 0001844238
$27M826K3.39%Q1 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$24M731K0.01%Q1 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$19M566K0.05%Q1 202615
D.A. DAVIDSON & CO.
CIK 0001080107
$18M555K0.11%Q1 202616
NewEdge Advisors, LLC
CIK 0001633516
$17M527K0.06%Q1 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$16M497K0.02%Q1 202618
Private Advisor Group, LLC
CIK 0001567755
$16M491K0.08%Q1 202619
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$16M471K0.50%Q1 202620
SK Wealth Management, LLC
CIK 0001867958
$15M416K4.07%Q4 2025
Page 1 of 10
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