13F Insight
DOSSIER · 13F Holders · Q2 2026
CGIE

CAPITAL GROUP INTERNATIONAL

185 institutions still hold CAPITAL GROUP INTERNATIONAL as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14021M107·185 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.4B
visible holders
Holders
185
filers reporting
Concentration
18.01%
Bank of New York Mellon Corp #1
top holder share
AI Holders Summary · Q2 2026

185 institutions reported CGIE in Q2 2026. Bank of New York Mellon Corp leads at 18.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Bank of New York Mellon Corp
CIK 0001390777
$248M6.8M0.04%Q2 202602
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$137M3.8M0.06%Q2 202603
MORGAN STANLEY
CIK 0000895421
$109M3.0M0.01%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$102M2.8M0.09%Q2 202605
UBS Group AG
CIK 0001610520
$98M2.7M0.01%Q2 202606
LPL Financial LLC
CIK 0001403438
$89M2.4M0.02%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$80M2.2M0.01%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$73M2.0M0.00%Q2 202609
Venturi Wealth Management, LLC
CIK 0001666363
$66M1.8M2.56%Q2 202610
Capital Group Private Client Services, Inc.
CIK 0001857666
$52M1.4M0.74%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$51M1.4M0.01%Q2 202612
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$44M1.2M0.02%Q2 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$39M1.1M0.01%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$37M1.0M0.01%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$30M824K0.04%Q2 202616
Merit Financial Group, LLC
CIK 0001621225
$29M778K0.17%Q2 202617
LVW Advisors, LLC
CIK 0001576053
$24M663K2.11%Q2 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$24M641K0.03%Q2 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$23M631K0.02%Q2 202620
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 0001021223
$23M617K0.07%Q2 2026
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