CAPITAL GROUP CONSERVATIVE E - SHS (CGCV) Institutional Ownership

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

Type / Class
Equity / SHS
Symbol
CGCV
Price per share
$30.49
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
27,472,284
Total reported value
$827,239,258
% of total 13F portfolios
0%
Share change
+17,385,852
Value change
+$523,504,708
Number of holders
107
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 107 institutional investors reported holding 27,472,284 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 1,675,383 $51,540,179 +$32,163,057 $30.49 20
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