CAPITAL GROUP GBL GROWTH EQT - SHS CREATION UNI (CGGO)

CUSIP: 14020X104

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / SHS CREATION UNI
Total 13F shares
69,372,405
Share change
+9,605,556
Total reported value
$1,784,859,244
Price per share
$25.73
Number of holders
185
Value change
+$247,345,863
Number of buys
126
Number of sells
38

Security key

14020X104

Report period

Q4 2023

Institutions

185

Top holders

10

Top shareholders of CGGO - CAPITAL GROUP GBL GROWTH EQT - SHS CREATION UNI (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of CAPITAL GROUP GBL GROWTH EQT - SHS CREATION UNI (CGGO) as of Q4 2023

As of 31 Dec 2023, CAPITAL GROUP GBL GROWTH EQT - SHS CREATION UNI (CGGO) was held by 185 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 69,372,405 shares. The largest 10 holders included Capital Group Private Client Services, Inc., NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, RAYMOND JAMES & ASSOCIATES, LPL Financial LLC, Raymond James Financial Services Advisors, Inc., UBS Group AG, COMMONWEALTH EQUITY SERVICES, LLC, OSAIC HOLDINGS, INC., MML INVESTORS SERVICES, LLC, and Johnson Bixby & Associates, LLC. This page lists 185 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
149
Q4 2023 holders
185
Holder diff
36
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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