Capital Research Global Investors: 13F holdings, Q2 2026
Capital Research Global Investors reported 424 positions worth $716.77B in its Form 13F for Q2 2026 (vs. $644.55B in Q1 2026), filed 2026-08-12.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $42.73B | 6.0% | 113,126,312 | -2% |
| - | NVIDIA CORPORATION | $40.56B | 5.7% | 202,740,420 | +5% |
| - | MICROSOFT CORP | $35.34B | 4.9% | 94,750,369 | -1% |
| AMZN | AMAZON.COM INC | $28.75B | 4.0% | 120,603,873 | +2% |
| LLY | ELI LILLY & CO | $25.04B | 3.5% | 20,873,140 | -15% |
| GOOGL | ALPHABET INC-CL A | $22.35B | 3.1% | 62,527,250 | +9% |
| META | META PLATFORMS INC | $22.32B | 3.1% | 39,619,778 | +28% |
| AAPL | APPLE INC | $17.18B | 2.4% | 59,393,712 | -7% |
| AMAT | APPLIED MATERIALS INC | $16.02B | 2.2% | 22,159,097 | -25% |
| - | PHILIP MORRIS INTL INC | $15.24B | 2.1% | 84,253,663 | +6% |
| GOOG | ALPHABET INC-CL C | $15.15B | 2.1% | 42,891,466 | +6% |
| - | GE AEROSPACE | $11.56B | 1.6% | 30,942,708 | -11% |
| SBUX | STARBUCKS CORP | $11.21B | 1.6% | 109,649,535 | +7% |
| RCL | ROYAL CARIBBEAN GROUP | $10.88B | 1.5% | 34,256,274 | +21% |
| - | INTEL CORP | $10.30B | 1.4% | 73,749,883 | -5% |
| - | RTX CORPORATION | $9.93B | 1.4% | 52,346,255 | same |
| - | VERTEX PHARMACEUTICALS INC | $9.68B | 1.4% | 19,490,637 | -8% |
| - | UBER TECHNOLOGIES INC | $9.43B | 1.3% | 130,662,156 | +12% |
| - | JPMORGAN CHASE & CO | $9.08B | 1.3% | 27,746,323 | +1% |
| - | LINDE PLC | $9.05B | 1.3% | 17,430,716 | +9% |
| CSCO | CISCO SYS INC | $7.89B | 1.1% | 67,174,294 | +5% |
| CARR | CARRIER GLOBAL CORPORATION | $7.78B | 1.1% | 106,065,347 | -9% |
| ABBV | ABBVIE INC | $7.57B | 1.1% | 30,101,551 | -4% |
| - | WELLS FARGO & CO | $6.31B | 0.9% | 76,395,745 | +5% |
| GLW | CORNING INC | $6.31B | 0.9% | 24,698,700 | +13% |
| - | MASTERCARD INCORPORATED | $5.97B | 0.8% | 11,626,317 | -16% |
| - | HOME DEPOT INC | $5.93B | 0.8% | 16,802,396 | +12% |
| - | ORACLE CORP | $5.82B | 0.8% | 39,746,237 | +24% |
| - | PROGRESSIVE CORP | $5.80B | 0.8% | 26,549,107 | +18% |
| - | MERCADOLIBRE INC | $5.33B | 0.7% | 3,138,040 | +15% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| - | HONEYWELL INTL INC | $1.33B |
| CHTR | CHARTER COMMUNICATIONS INC | $1.14B |
| SRE | SEMPRA | $513.65M |
| DOW | DOW HLDGS INC | $380.93M |
| NBIS | NEBIUS GROUP N.V. | $348.42M |
| - | SOUTH BOW CORP | $341.95M |
| - | SUNCOR ENERGY INC NEW | $330.08M |
| - | SOUTHERN CO | $252.36M |
| FITB | FIFTH THIRD BANCORP | $232.30M |
| - | PAYCHEX INC | $193.38M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.