Capital World Investors
Capital World Investors
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
606
Market Value
$724.6B
Portfolio Analysis
AIPreviewI. Institutional Overview
Capital World Investors (CWI) stands as one of the most formidable pillars of the global investment management landscape. As a primary investment division of the Capital Group, one of the world’s oldest and largest asset management organizations, CWI embodies a unique and storied approach to capital preservation and growth. As of the reporting period ending...
The institutional "psychological portrait" of Capital World Investors is defined by its signature "Capital System." Unlike many Wall Street firms that rely on a single "star" Chief Investment Officer or a centralized committee, CWI divides its massive pools of capital among multiple independent portfolio managers. Each manager is responsible for a portion...
Analyzing the scale trend, a portfolio value exceeding $724 billion indicates an institution that is not just a market participant but a market shaper. At this size, liquidity is a primary constraint. CWI cannot move in and out of positions quickly without significant market impact. Consequently, their investment style is characterized by low turnover and...
Based on the latest available 13F filing.
Open full report in appHoldings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
$AVGO
Broadcom Inc.
4.9%
% of Portfolio
$META
Meta Platforms, Inc.
3.2%
% of Portfolio
$MSFT
Microsoft Corporation
3.1%
% of Portfolio
$NVDA
NVIDIA Corporation
3.1%
% of Portfolio
$PM
Philip Morris International Inc.
3.0%
% of Portfolio
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| AVGO | 4.9% | 5.8% | 6.1% | 5.9% |
| META | 3.2% | 3.5% | 3.9% | 4.2% |
| MSFT | 3.1% | 4.2% | 4.7% | 4.8% |
| NVDA | 3.1% | 3.3% | 3.4% | 3.3% |
| PM | 3.0% | 2.9% | 2.9% | 3.3% |
| GOOGL | 2.6% | 2.3% | 1.8% | - |
| TSLA | 2.2% | 2.6% | 2.7% | 1.9% |
| LLY | 2.0% | 2.2% | 1.6% | 2.0% |
| MU | 1.9% | 2.3% | 1.5% | - |
| GOOG | 1.8% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
All Holdings
$AVGO
4.9%
$META
3.2%
$MSFT
3.1%
$NVDA
3.1%
$PM
3.0%
$GOOGL
2.6%
$TSLA
2.2%
$LLY
2.0%
$MU
1.9%
$GOOG
1.8%
$VRTX
1.6%
$TSM
1.5%
$AMZN
1.4%
$AMGN
1.4%
$CNQ
1.3%
$NFLX
1.3%
$SBUX
1.3%
$V
1.0%
$UNH
1.0%
$EOG
1.0%
$BAC
1.0%
$DE
0.9%
$AAPL
0.9%
$UNP
0.9%
$KLAC
0.8%
$GILD
0.8%
$CVS
0.8%
$AZN
0.8%
$RCL
0.8%
$WPM
0.8%
$SO
0.7%
$TDG
0.7%
$HD
0.7%
$CMCSA
0.7%
$BA
0.7%
$DHI
0.7%
$ASML
0.7%
$NOC
0.6%
$NET
0.6%
$C
0.6%
$JPM
0.6%
$AEM
0.6%
$GE
0.6%
$IBM
0.6%
$SHOP
0.6%
$FE
0.5%
$LHX
0.5%
$MELI
0.5%
$GEV
0.5%
$ISRG
0.5%