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

CAPITAL GROUP INTERNATIONAL

169 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 14021M107·169 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.3%
vs prior quarter
13F value held
$1.1B
61.0% inst. owned
of float
Holders
169
-68 QoQ
filers reporting
Activity
+88 / −84
+849 added · −781 reduced
this quarter
Concentration
13.54%
Bank of New York Mellon Corp #1
top holder share
AI Holders Summary · Q1 2026

169 institutions reported CGIE in Q1 2026. Bank of New York Mellon Corp leads at 13.5% of the visible book. -68 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Bank of New York Mellon Corp
CIK 0001390777
$146M4.3M0.03%Q1 202602
MORGAN STANLEY
CIK 0000895421
$95M2.8M0.01%Q1 202603
UBS Group AG
CIK 0001610520
$85M2.5M0.01%Q1 202604
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$85M2.6M0.04%Q1 202605
LPL Financial LLC
CIK 0001403438
$81M2.4M0.02%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$80M2.4M0.08%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$69M2.0M0.01%Q1 202608
Venturi Wealth Management, LLC
CIK 0001666363
$59M1.7M2.66%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$58M1.7M0.00%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$43M1.3M0.01%Q1 202611
Capital Group Private Client Services, Inc.
CIK 0001857666
$42M1.2M0.71%Q1 202612
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$39M1.1M0.02%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$36M1.1M0.01%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$29M866K0.01%Q1 202615
Merit Financial Group, LLC
CIK 0001621225
$26M771K0.19%Q1 202616
LVW Advisors, LLC
CIK 0001576053
$25M728K2.35%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$21M608K0.03%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$20M597K0.03%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$20M595K0.02%Q1 202620
Private Advisor Group, LLC
CIK 0001567755
$18M523K0.08%Q1 2026
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