Latest Period
Q1 2026
Security Snapshot
CAPITAL GROUP CONSERVATIVE E - SHS (CGCV) Institutional Ownership
CUSIP: 14020U100
13F Institutional Holders and Ownership History from Q2 2024 to Q1 2026
Institutions Reporting
144
Shares (Excl. Options)
43,061,528
Price
$29.81
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- Security type / class
- Equity / SHS
- Symbol
- CGCV
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 43,061,528
- Total 13F value
- $1,283,995,937
- Portfolio coverage rank
- 0.01%
- Share change
- +5,774,670
- Value change
- +$171,744,977
- Number of holders
- 144
- SEC-reported price per share
- $31.71
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CGCV - CAPITAL GROUP CONSERVATIVE E - SHS is tracked under CUSIP 14020U100.
- 144 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 134 to 144 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,136,837,110 to $1,283,995,937.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 144 institutions filings for Q1 2026.
Security key
14020U100
Latest holder period
Q1 2026
13F holders
144
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 14020U100:
As of 31 Mar 2026, 144 institutional investors reported holding 43,061,528 shares of CAPITAL GROUP CONSERVATIVE E - SHS (CGCV).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
8
Latest
Q1 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 43,061,528 | $1,283,995,937 | +$171,744,977 | $29.81 | 144 |
| 2025 Q4 | 37,247,448 | $1,136,837,110 | +$272,242,358 | $30.49 | 134 |
| 2025 Q3 | 27,472,284 | $827,239,258 | +$523,504,708 | $30.11 | 107 |
| 2025 Q2 | 10,342,017 | $295,881,378 | +$66,983,410 | $28.60 | 83 |
| 2025 Q1 | 7,417,925 | $200,788,427 | +$67,539,204 | $27.12 | 65 |
| 2024 Q4 | 4,924,471 | $130,692,100 | +$49,414,895 | $26.54 | 46 |
| 2024 Q3 | 2,206,469 | $60,139,702 | +$47,250,725 | $27.26 | 21 |
| 2024 Q2 | 474,041 | $11,800,476 | +$11,800,476 | $24.89 | 4 |