CGDV: Capital Group Dividend Value insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
779 institutions reported holding $26.35B of Capital Group Dividend Value on Form 13F (736 the quarter before). 65 opened a new position and 27 sold out. Shares held by institutions: +9%.
| Largest holders | Shares | Value |
|---|---|---|
| LPL Financial LLC | 81,072,273 | $4.00B |
| MORGAN STANLEY | 28,063,384 | $1.38B |
| RAYMOND JAMES FINANCIAL INC | 27,792,280 | $1.37B |
| Capital International Investors | 22,961,587 | $1.13B |
| ENVESTNET ASSET MANAGEMENT INC | 22,227,674 | $1.10B |
| WELLS FARGO & COMPANY/MN | 21,822,980 | $1.08B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21,588,874 | $1.06B |
| BANK OF AMERICA CORP /DE/ | 18,419,265 | $907.70M |
| Cetera Investment Advisers | 18,275,976 | $900.64M |
| JONES FINANCIAL COMPANIES LLLP | 16,425,629 | $796.48M |
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