Latest Period
Q1 2026
Security Snapshot
CAPITAL GROUP CORE BALANCED - SHS (CGBL) Institutional Ownership
CUSIP: 14021D107
13F Institutional Holders and Ownership History from Q3 2023 to Q1 2026
Institutions Reporting
318
Shares (Excl. Options)
116,511,021
Price
$34.41
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- Type / Class
- Equity / SHS
- Symbol
- CGBL
- Price per share
- $37.36
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 116,511,021
- Total reported value
- $4,010,332,389
- % of total 13F portfolios
- 0.02%
- Share change
- +24,100,045
- Value change
- +$828,596,756
- Number of holders
- 318
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- CGBL - CAPITAL GROUP CORE BALANCED - SHS is tracked under CUSIP 14021D107.
- 318 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 309 to 318 between Q4 2025 and Q1 2026.
- Reported value moved from $3,285,009,349 to $4,010,332,389.
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 318 institutions filings for Q1 2026.
Security key
14021D107
Latest holder period
Q1 2026
13F holders
318
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 14021D107:
As of 31 Mar 2026, 318 institutional investors reported holding 116,511,021 shares of CAPITAL GROUP CORE BALANCED - SHS (CGBL).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
11
Latest
Q1 2026
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 116,511,021 | $4,010,332,389 | +$828,596,756 | $34.41 | 318 |
| 2025 Q4 | 92,922,204 | $3,285,009,349 | +$687,679,957 | $35.33 | 309 |
| 2025 Q3 | 71,404,444 | $2,478,742,244 | +$673,942,530 | $34.72 | 253 |
| 2025 Q2 | 52,119,188 | $1,742,675,963 | +$391,315,621 | $33.44 | 240 |
| 2025 Q1 | 40,366,359 | $1,250,439,377 | +$304,587,093 | $30.98 | 216 |
| 2024 Q4 | 29,595,097 | $925,843,625 | +$232,330,888 | $31.27 | 185 |
| 2024 Q3 | 21,041,010 | $653,268,111 | +$209,574,794 | $31.05 | 136 |
| 2024 Q2 | 14,340,472 | $426,392,701 | +$202,536,442 | $29.73 | 107 |
| 2024 Q1 | 7,532,666 | $219,254,719 | +$134,395,052 | $29.11 | 73 |
| 2023 Q4 | 2,922,536 | $79,902,116 | +$45,265,394 | $27.34 | 40 |
| 2023 Q3 | 1,199,935 | $29,962,377 | +$29,962,377 | $24.97 | 5 |