Capital World Investors
Capital World Investors is a division of Capital Group, an asset management firm headquartered in Los Angeles, California. Founded in 1931, Capital Group manages a variety of mutual funds and institutional accounts, including the Capital World Investors division, which specializes in equity investment management on behalf of institutional clients, retirement plans, and individual investors. The firm employs thousands globally and is known for its fundamental research-driven investment approach.
Investment Strategy
Capital World Investors focuses on long-term equity investments with a fundamental, bottom-up research-driven approach. The firm seeks to invest in high-quality companies with sustainable growth prospects, using deep proprietary research and a multi-manager system to provide diversification. It emphasizes long-term value creation and risk management, primarily serving institutional and high-net-worth clients globally.
Latest 13F Filing Activity
Capital World Investors filed their most recent 13F report on Jun 30, 2025 disclosing 568 equity positions with a total 13F market value of $688B. The fund increased holdings in Broadcom Inc., Microsoft Corp., Nvidia Corporation among other positions. Capital World Investors reduced exposure to Unitedhealth Group Inc., Apple Inc., Discover Finl SVCS among others.
Top Holdings
Equity Positions (568)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 5.94% | $40.88B | 148,300,871 | $26.54 | $275.65 | +$14.91B |
M MSFT | MICROSOFT CORP | 4.80% | $33.04B | 66,421,193 | $58.30 | $497.41 | +$8.11B |
M META | META PLATFORMS INC | 4.18% | $28.76B | 38,969,510 | $217.14 | $738.09 | +$6.81B |
P PM | PHILIP MORRIS INTL INC | 3.34% | $22.96B | 126,061,653 | $92.72 | $182.13 | +$2.47B |
N NVDA | NVIDIA CORPORATION | 3.28% | $22.59B | 142,977,540 | $56.08 | $157.99 | +$7.45B |