AMERICAN FUNDS CAPITAL INCOME BLDR A - LOAD EQUITY FUND Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / LOAD EQUITY FUND
Price per share
$76.87
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
10,543
Total reported value
$813,158
% of total 13F portfolios
0%
Share change
+1,464
Value change
+$112,827
Number of holders
4
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 4 institutional investors reported holding 10,543 shares of AMERICAN FUNDS CAPITAL INCOME BLDR A - LOAD EQUITY FUND.

Institutional Holders of AMERICAN FUNDS CAPITAL INCOME BLDR A - LOAD EQUITY FUND across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 10,543 $813,158 +$112,827 $76.87 4
2025 Q3 9,079 $720,445 +$392,158 $79.47 3
2025 Q2 4,230 $322,654 +$140,287 $76.48 4
2025 Q1 2,406 $173,388 +$16,590 $72.03 3
2024 Q4 2,318 $159,594 -$23,901 $68.84 3
2024 Q3 2,664 $196,163 -$146,775 $73.64 3
2024 Q2 4,790 $326,278 -$60,600 $68.22 4
2024 Q1 5,530 $376,828 -$293,957 $68.23 3
2023 Q4 11,689 $675,425 -$85,901 $66.20 8
2023 Q3 11,879 $656,328 -$50,709 $61.54 6
2023 Q2 7,458 $479,588 -$109,656 $64.25 4
2023 Q1 9,207 $588,492 -$149,917 $63.87 5
2022 Q4 11,589 $729,753 +$550,016 $62.99 5
2022 Q3 2,869 $164,000 +$101,064 $57.16 3
2022 Q2 1,081 $67,000 +$67,000 $56.83 2
2022 Q1 0 $0 -$190,000 $76.87 0
2021 Q4 2,709 $190,000 +$160,200 $70.14 2
2021 Q3 424 $28,000 -$358,000 $66.04 1
2021 Q2 11,276 $771,000 +$359,000 $68.38 2
2021 Q1 414 $27,000 -$475,957 $65.22 1
2020 Q4 7,861 $495,000 +$495,000 $62.97 2
2020 Q1 0 $0 -$63,000 $76.87 0
2019 Q4 994 $63,000 +$24,021 $63.38 1
2019 Q3 5,632 $345,000 -$545,364 $61.26 1
2019 Q2 15,161 $927,000 +$211,563 $61.14 3
2019 Q1 11,696 $708,000 -$989,938 $61.13 2
2018 Q4 29,292 $1,650,000 +$881,113 $56.37 6
2018 Q3 13,093 $791,000 -$480,177 $60.39 3
2018 Q2 21,115 $1,266,000 -$52,834 $59.96 3
2018 Q1 10,374 $628,000 -$610,725 $60.60 2
2017 Q4 31,725 $1,993,000 -$168,907 $62.81 5
2017 Q3 34,411 $2,160,000 -$753,386 $62.79 5
2017 Q2 47,009 $2,883,000 -$455,072 $61.33 5
2017 Q1 55,169 $3,301,703 -$314,633 $59.84 7
2016 Q4 60,726 $3,500,000 +$1,676,409 $57.64 7
2016 Q3 31,622 $1,864,000 -$75,959,310 $58.97 5
2016 Q2 43,150 $77,819,000 +$31,044,420 $58.84 7
2016 Q1 33,724 $1,941,000 -$1,739,871 $57.56 5
2015 Q4 65,642 $3,667,556 +$62,936 $55.89 10
2015 Q3 53,654 $2,949,622 -$780,666 $55.02 10
2015 Q2 77,783 $4,563,322 +$370,676 $58.67 10
2015 Q1 71,359 $4,242,637 +$507,061 $59.42 12
2014 Q4 62,862 $3,744,000 +$536,197 $59.56 10
2014 Q3 53,851 $3,212,000 +$46,385 $59.63 7
2014 Q2 53,069 $3,245,000 -$133,681 $61.13 6
2014 Q1 56,559 $3,323,959 +$588,483 $58.77 11