Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SHS
-
Total 13F shares
-
91,337,080
-
Share change
-
+19,383,944
-
Total reported value
-
$3,228,602,245
-
Price per share
-
$35.33
-
Number of holders
-
297
-
Value change
-
+$685,069,765
-
Number of buys
-
248
-
Number of sells
-
33
Institutional Holders of CAPITAL GROUP CORE BALANCED - SHS (CGBL) as of Q4 2025
As of 31 Dec 2025,
CAPITAL GROUP CORE BALANCED - SHS (CGBL) was held by
297 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
91,337,080 shares.
The largest 10 holders included
LPL Financial LLC, Advance Capital Management, Inc., ENVESTNET ASSET MANAGEMENT INC, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, Cetera Investment Advisers, COMMONWEALTH EQUITY SERVICES, LLC, OSAIC HOLDINGS, INC., RAYMOND JAMES FINANCIAL INC, and Cambridge Investment Research Advisors, Inc..
This page lists
297
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.