CAPITAL GROUP CONSERVATIVE E - SHS (CGCV) Institutional Ownership

CUSIP: 14020U100

13F Institutional Holders and Ownership History from Q2 2024 to Q4 2025

Type / Class
Equity / SHS
Symbol
CGCV
Price per share
$31.63
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
36,512,417
Total reported value
$1,114,425,941
% of total 13F portfolios
0%
Share change
+8,455,669
Value change
+$258,705,713
Number of holders
130
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Investment Quick Answers

What is CUSIP 14020U100?
CUSIP 14020U100 identifies CGCV - CAPITAL GROUP CONSERVATIVE E - SHS in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 130 institutional investors reported holding 36,512,417 shares of CAPITAL GROUP CONSERVATIVE E - SHS (CGCV).

Institutional Holders of CAPITAL GROUP CONSERVATIVE E - SHS (CGCV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 36,512,417 $1,114,425,941 +$258,705,713 $30.49 130
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