CAPITAL GROUP CORE BALANCED - SHS (CGBL) Institutional Ownership

CUSIP: 14021D107

13F Institutional Holders and Ownership History from Q3 2023 to Q4 2025

Type / Class
Equity / SHS
Symbol
CGBL
Price per share
$36.63
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
91,420,291
Total reported value
$3,231,946,789
% of total 13F portfolios
0.01%
Share change
+19,393,394
Value change
+$685,551,982
Number of holders
302
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Investment Quick Answers

What is CUSIP 14021D107?
CUSIP 14021D107 identifies CGBL - CAPITAL GROUP CORE BALANCED - 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, 302 institutional investors reported holding 91,420,291 shares of CAPITAL GROUP CORE BALANCED - SHS (CGBL).

Institutional Holders of CAPITAL GROUP CORE BALANCED - SHS (CGBL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 91,420,291 $3,231,946,789 +$685,551,982 $35.33 302
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