Latest Period
Q1 2026
Security Snapshot
American Funds New Perspective A - MF Institutional Ownership
CUSIP: 648018109
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
9
Shares (Excl. Options)
40,037
Price
$66.87
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- Security type / class
- Equity / MF
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 40,037
- Total 13F value
- $2,679,586
- Portfolio coverage rank
- 0%
- Share change
- -110
- Value change
- -$7,356
- Number of holders
- 9
- SEC-reported price per share
- $75.54
Latest holder snapshot
4 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 648018109 - American Funds New Perspective A - MF is tracked under CUSIP 648018109.
- 9 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 9 to 7 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $2,679,586 to $2,352,501.
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 9 institutions filings for Q1 2026.
Security key
648018109
Latest holder period
Q1 2026
13F holders
9
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 648018109:
As of 31 Mar 2026, 9 institutional investors reported holding 40,037 shares of American Funds New Perspective A - MF.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 31,484 | $2,352,501 | -$2,875 | $75.54 | 7 |
| 2026 Q1 | 40,037 | $2,679,586 | -$7,356 | $66.87 | 9 |
| 2025 Q4 | 40,211 | $2,840,958 | -$401,751 | $70.61 | 10 |
| 2025 Q3 | 45,901 | $3,376,696 | +$211,333 | $73.53 | 10 |
| 2025 Q2 | 43,401 | $3,027,497 | +$363,194 | $69.78 | 10 |
| 2025 Q1 | 38,203 | $2,333,173 | -$11,826 | $60.90 | 9 |
| 2024 Q4 | 38,803 | $2,409,418 | +$47,646 | $62.11 | 9 |
| 2024 Q3 | 38,249 | $2,520,460 | -$505,624 | $65.87 | 11 |
| 2024 Q2 | 45,915 | $2,860,567 | -$163,244 | $62.31 | 10 |
| 2024 Q1 | 48,066 | $2,907,386 | +$105,177 | $60.60 | 10 |
| 2023 Q4 | 47,329 | $2,646,113 | +$1,111,847 | $55.90 | 14 |
| 2023 Q3 | 24,098 | $1,261,730 | -$1,157,387 | $52.93 | 7 |
| 2023 Q2 | 44,805 | $2,480,207 | +$583,509 | $55.37 | 8 |
| 2023 Q1 | 34,492 | $1,798,046 | +$108,528 | $52.15 | 6 |
| 2022 Q4 | 45,663 | $2,159,263 | +$29,177 | $47.30 | 6 |
| 2022 Q3 | 44,930 | $2,058,000 | -$222,010 | $45.38 | 8 |
| 2022 Q2 | 49,506 | $2,394,000 | -$341,576 | $48.37 | 8 |
| 2022 Q1 | 54,817 | $3,274,000 | -$292,332 | $59.73 | 9 |
| 2021 Q4 | 59,352 | $3,941,000 | -$324,419 | $66.40 | 11 |
| 2021 Q3 | 64,208 | $4,288,000 | -$222,355 | $66.79 | 11 |
| 2021 Q2 | 62,203 | $4,160,448 | +$463,990 | $66.88 | 10 |
| 2021 Q1 | 55,680 | $3,442,000 | -$205,239 | $61.84 | 10 |
| 2020 Q4 | 59,007 | $3,570,000 | +$699,926 | $60.52 | 10 |
| 2020 Q3 | 48,744 | $2,640,000 | -$236,498,349 | $53.82 | 8 |
| 2020 Q2 | 4,441,152 | $1,175,000 | -$44,478 | $47.80 | 3 |