Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SHS CREATION UNI
-
Number of holders
-
322
-
Total 13F shares, excl. options
-
146,395,665
-
Shares change
-
+12,928,292
-
Total reported value, excl. options
-
$4,678,323,599
-
Value change
-
+$416,336,640
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Number of buys
-
203
-
Number of sells
-
-96
-
Price
-
$31.97
Significant Holders of CAPITAL GROUP GBL GROWTH EQT - SHS CREATION UNI (CGGO) as of Q2 2025
339 filings reported holding CGGO - CAPITAL GROUP GBL GROWTH EQT - SHS CREATION UNI as of Q2 2025.
CAPITAL GROUP GBL GROWTH EQT - SHS CREATION UNI (CGGO) has 322 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 146,395,665 shares
.
Largest 10 shareholders include Capital Group Private Client Services, Inc. (18,220,559 shares), RAYMOND JAMES FINANCIAL INC (12,059,891 shares), LPL Financial LLC (11,152,596 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (10,760,763 shares), MORGAN STANLEY (7,498,646 shares), ENVESTNET ASSET MANAGEMENT INC (7,140,661 shares), Cetera Investment Advisers (5,855,934 shares), COMMONWEALTH EQUITY SERVICES, LLC (5,013,064 shares), OSAIC HOLDINGS, INC. (4,365,979 shares), and UBS Group AG (3,735,352 shares).
This table shows the top 322 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.