Capital Research Global Investors
Net seller this quarter
$716.9B
415
-$22.8B
37.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AVGO | $42.7B | 5.96% | 2.38% | -2.5% | Q4 2016 |
 NVDA | $40.6B | 5.66% | 0.84% | +5.0% | Q1 2022 |
 MSFT | $35.3B | 4.93% | 1.28% | -1.4% | Q2 2013 |
 AMZN | $28.7B | 4.01% | 1.12% | +1.8% | Q2 2013 |
 LLY | $25B | 3.49% | 2.22% | -15.3% | Q2 2013 |
 GOOGL | $22.3B | 3.12% | 0.51% | +8.7% | Q4 2015 |
 META | $22.3B | 3.11% | Not reported | +28.2% | Q2 2013 |
 AAPL | $17.2B | 2.40% | 0.41% | -7.3% | Q2 2013 |
 AMAT | $16B | 2.23% | 2.79% | -24.8% | Q3 2015 |
 PM | $15.2B | 2.13% | 5.41% | +5.6% | Q2 2013 |
| GOOG | $15.2B | 2.11% | Not reported | +6.4% | Q4 2015 |
 GE | $11.6B | 1.61% | 2.98% | -10.9% | Q3 2021 |
 SBUX | $11.2B | 1.56% | 9.62% | +7.1% | Q4 2017 |
 RCL | $10.9B | 1.52% | 12.77% | +21.2% | Q4 2016 |
 INTC | $10.3B | 1.44% | 1.46% | -4.6% | Q2 2013 |
 RTX | $9.93B | 1.39% | 3.88% | 0.0% | Q1 2020 |
 VRTX | $9.68B | 1.35% | 7.69% | -7.7% | Q3 2018 |
 UBER | $9.43B | 1.32% | 6.41% | +12.3% | Q3 2023 |
 JPM | $9.08B | 1.27% | 1.04% | +1.2% | Q2 2013 |
 LIN | $9.05B | 1.26% | 3.78% | +8.6% | Q4 2018 |
 CSCO | $7.89B | 1.10% | 1.70% | +5.0% | Q2 2013 |
 CARR | $7.78B | 1.09% | 12.77% | -8.9% | Q2 2020 |
 ABBV | $7.57B | 1.06% | 1.70% | -3.7% | Q2 2013 |
 WFC | $6.31B | 0.88% | 2.52% | +4.8% | Q2 2013 |
 GLW | $6.31B | 0.88% | 2.87% | +13.1% | Q2 2013 |
 MA | $5.97B | 0.83% | 0.95% | -16.3% | Q2 2015 |
 HD | $5.93B | 0.83% | 1.69% | +12.1% | Q2 2013 |
 ORCL | $5.82B | 0.81% | 1.38% | +23.7% | Q2 2013 |
 PGR | $5.8B | 0.81% | 4.54% | +17.6% | Q2 2013 |
 MELI | $5.33B | 0.74% | 6.19% | +15.5% | Q2 2014 |
 APH | $5.2B | 0.73% | 2.40% | +10.7% | Q3 2014 |
 D | $5.04B | 0.70% | 8.40% | +50.8% | Q2 2013 |
 TSM | $5B | 0.70% | 0.04% | +4.9% | Q1 2017 |
 NFLX | $4.91B | 0.68% | 1.65% | +1.0% | Q2 2013 |
 UNP | $4.65B | 0.65% | 2.88% | +1.2% | Q2 2013 |
 CNQ | $4.59B | 0.64% | 5.58% | -29.4% | Q2 2013 |
 XOM | $4.56B | 0.64% | 0.81% | -1.1% | Q2 2013 |
 MU | $4.42B | 0.62% | 0.34% | -7.9% | Q1 2017 |
 UNH | $4.38B | 0.61% | 1.16% | -38.4% | Q2 2013 |
 BLK | $4.29B | 0.60% | 2.88% | -3.3% | Q3 2013 |
 MO | $4.22B | 0.59% | 3.51% | +128.4% | Q2 2013 |
 STX | $4.18B | 0.58% | 1.93% | -24.6% | Q3 2023 |
 CVNA | $4.17B | 0.58% | Not reported | +16.9% | Q1 2025 |
 TDG | $4.16B | 0.58% | 5.58% | -0.8% | Q1 2017 |
 MDLZ | $4.03B | 0.56% | 5.43% | +2.0% | Q2 2013 |
 MS | $3.78B | 0.53% | 1.15% | -10.9% | Q1 2021 |
 TSLA | $3.57B | 0.50% | 0.22% | -1.5% | Q2 2013 |
 ABT | $3.35B | 0.47% | 2.13% | -25.9% | Q2 2013 |
 CNP | $3.14B | 0.44% | 10.91% | -1.2% | Q3 2018 |
 APD | $3.11B | 0.43% | 4.76% | +1.8% | Q2 2013 |
| Q1 2026 | |||||
| AVGO | $35.9B | 5.57% | 2.45% | +34.4% | Q4 2016 |
| MSFT | $35.6B | 5.52% | 1.29% | +31.1% | Q2 2013 |
| NVDA | $33.7B | 5.22% | 0.79% | +12.5% | Q1 2022 |
| AMZN | $24.7B | 3.83% | 1.10% | +31.5% | Q2 2013 |
| LLY | $22.7B | 3.51% | 2.61% | +0.3% | Q2 2013 |
| META | $17.7B | 2.74% | Not reported | +72.9% | Q2 2013 |
| GOOGL | $16.5B | 2.57% | 0.48% | +10.6% | Q4 2015 |
| AAPL | $16.3B | 2.52% | 0.44% | +15.4% | Q2 2013 |
| PM | $13.2B | 2.05% | 5.13% | +46.3% | Q2 2013 |
| GOOG | $11.6B | 1.79% | Not reported | +43.4% | Q4 2015 |
| RTX | $10.1B | 1.57% | 3.89% | -31.3% | Q1 2020 |
| AMAT | $10.1B | 1.56% | 3.71% | -9.9% | Q3 2015 |
| GE | $9.85B | 1.53% | 3.33% | +40.4% | Q3 2021 |
| VRTX | $9.43B | 1.46% | 8.31% | +22.0% | Q3 2018 |
| SBUX | $9.17B | 1.42% | 8.98% | +24.5% | Q4 2017 |
| UBER | $8.37B | 1.30% | 5.71% | +2.5% | Q3 2023 |
| JPM | $8.06B | 1.25% | 1.02% | +25.0% | Q2 2013 |
| CNQ | $8.02B | 1.24% | 7.90% | +12.4% | Q2 2013 |
| LIN | $7.96B | 1.23% | 3.47% | +58.5% | Q4 2018 |
| RCL | $7.77B | 1.21% | 10.44% | +40.0% | Q4 2016 |
| MA | $6.94B | 1.08% | 1.13% | +28.7% | Q2 2015 |
| ABBV | $6.8B | 1.05% | 1.77% | +23.0% | Q2 2013 |
| CARR | $6.55B | 1.02% | 13.93% | +55.7% | Q2 2020 |
| NFLX | $6.54B | 1.01% | 1.62% | +60.6% | Q2 2013 |
| WFC | $5.8B | 0.90% | 2.38% | +94.8% | Q2 2013 |
| XOM | $5.72B | 0.89% | 0.81% | +0.7% | Q2 2013 |
| ABT | $5.11B | 0.79% | 2.86% | +27.1% | Q2 2013 |
| CSCO | $4.96B | 0.77% | 1.62% | Not reported | Q2 2013 |
| HD | $4.93B | 0.76% | 1.50% | +47.3% | Q2 2013 |
| ORCL | $4.73B | 0.73% | 1.12% | +6.6% | Q2 2013 |
| MELI | $4.7B | 0.73% | 5.36% | +22.1% | Q2 2014 |
| UNH | $4.63B | 0.72% | 1.88% | +173.3% | Q2 2013 |
| PGR | $4.48B | 0.69% | 3.85% | +102.6% | Q2 2013 |
| BLK | $4.43B | 0.69% | 2.97% | +20.1% | Q3 2013 |
| UNP | $4.1B | 0.64% | 2.85% | +54.0% | Q2 2013 |
| MDLZ | $3.94B | 0.61% | 5.33% | +131.4% | Q2 2013 |
 GILD | $3.78B | 0.59% | 2.18% | +7.2% | Q2 2013 |
 EOG | $3.77B | 0.58% | 4.86% | +6.7% | Q2 2013 |
| TDG | $3.64B | 0.57% | 5.57% | +26.9% | Q1 2017 |
 MDT | $3.63B | 0.56% | 3.27% | +21.3% | Q2 2013 |
| INTC | $3.41B | 0.53% | 1.54% | +190.4% | Q2 2013 |
| CVNA | $3.41B | 0.53% | Not reported | +90.3% | Q1 2025 |
| TSM | $3.37B | 0.52% | 0.04% | +210.7% | Q1 2017 |
| APH | $3.36B | 0.52% | 2.17% | +61.8% | Q3 2014 |
| MS | $3.34B | 0.52% | 1.28% | +31.4% | Q1 2021 |
 NEE | $3.31B | 0.51% | 1.71% | +20.7% | Q2 2013 |
| TSLA | $3.21B | 0.50% | 0.23% | +5.1% | Q2 2013 |
 ALNY | $3.13B | 0.49% | 7.14% | +39.7% | Q4 2022 |
| CNP | $3.12B | 0.48% | 11.05% | +245.1% | Q3 2018 |
| D | $3.03B | 0.47% | 5.57% | -18.1% | Q2 2013 |
| Q4 2025 | |||||
| MSFT | $35.5B | 6.55% | 0.99% | +0.9% | Q2 2013 |
| NVDA | $32B | 5.91% | 0.71% | +3.7% | Q1 2022 |
| AVGO | $29.9B | 5.52% | 1.82% | -1.5% | Q4 2016 |
| LLY | $26.4B | 4.87% | 2.60% | -2.1% | Q2 2013 |
| AMZN | $20.8B | 3.84% | 0.84% | -4.5% | Q2 2013 |
| GOOGL | $16.3B | 3.01% | 0.43% | +2.6% | Q4 2015 |
| AAPL | $15.1B | 2.78% | 0.38% | +21.7% | Q2 2013 |
| RTX | $14B | 2.58% | 5.67% | -0.1% | Q1 2020 |
| META | $11.8B | 2.18% | Not reported | -24.7% | Q2 2013 |
| UBER | $9.27B | 1.71% | 5.49% | +2.6% | Q3 2023 |
| GOOG | $8.82B | 1.63% | Not reported | +3.4% | Q4 2015 |
| PM | $8.75B | 1.62% | 3.51% | +25.3% | Q2 2013 |
| AMAT | $8.41B | 1.55% | 4.12% | +119.8% | Q3 2015 |
| VRTX | $7.85B | 1.45% | 6.82% | +4.6% | Q3 2018 |
| GE | $7.62B | 1.41% | 2.36% | -6.2% | Q3 2021 |
| JPM | $7.07B | 1.30% | 0.81% | -4.7% | Q2 2013 |
| SBUX | $6.92B | 1.28% | 7.23% | -3.8% | Q4 2017 |
| MA | $6.16B | 1.14% | 0.88% | +4.3% | Q2 2015 |
| ORCL | $5.87B | 1.08% | 1.05% | +29.3% | Q2 2013 |
| ABBV | $5.81B | 1.07% | 1.44% | +0.7% | Q2 2013 |
| RCL | $5.63B | 1.04% | 7.40% | +4.8% | Q4 2016 |
| CNQ | $4.96B | 0.91% | 7.03% | +31.5% | Q2 2013 |
| ABT | $4.91B | 0.91% | 2.25% | +1.0% | Q2 2013 |
| MELI | $4.48B | 0.83% | 4.39% | +22.5% | Q2 2014 |
| LIN | $4.32B | 0.80% | 2.17% | +8.6% | Q4 2018 |
| BLK | $4.11B | 0.76% | 2.48% | +0.3% | Q3 2013 |
| XOM | $4.03B | 0.74% | 0.80% | -0.5% | Q2 2013 |
| NFLX | $3.97B | 0.73% | 1.00% | -10.0% | Q2 2013 |
| CARR | $3.95B | 0.73% | 8.94% | -0.8% | Q2 2020 |
| TSLA | $3.69B | 0.68% | 0.22% | -8.6% | Q2 2013 |
| D | $3.5B | 0.65% | 6.80% | +9.0% | Q2 2013 |
| HD | $3.5B | 0.65% | 1.02% | -10.8% | Q2 2013 |
| WFC | $3.49B | 0.64% | 1.21% | +4.9% | Q2 2013 |
| MDT | $3.32B | 0.61% | 2.70% | +12.6% | Q2 2013 |
| TDG | $3.29B | 0.61% | 4.40% | +12.2% | Q1 2017 |
 HAL | $3.11B | 0.57% | 13.20% | +21.1% | Q2 2013 |
| GILD | $3.11B | 0.57% | 2.04% | -15.7% | Q2 2013 |
| APD | $2.94B | 0.54% | 5.35% | +1.2% | Q2 2013 |
 NU | $2.75B | 0.51% | Not reported | -11.1% | Q4 2021 |
| MS | $2.74B | 0.51% | 0.98% | -19.8% | Q1 2021 |
| ALNY | $2.7B | 0.50% | 5.12% | -6.1% | Q4 2022 |
| EOG | $2.56B | 0.47% | 4.50% | -2.0% | Q2 2013 |
| UNP | $2.54B | 0.47% | 1.85% | +26.0% | Q2 2013 |
| PGR | $2.54B | 0.47% | 1.90% | -0.2% | Q2 2013 |
 CRM | $2.51B | 0.46% | 1.01% | +2.5% | Q2 2014 |
| CVNA | $2.41B | 0.44% | Not reported | +42.9% | Q1 2025 |
| NEE | $2.37B | 0.44% | 1.42% | +4.6% | Q2 2013 |
 EXE | $2.35B | 0.43% | 8.92% | +33.2% | Q3 2024 |
 AIG | $2.24B | 0.41% | 4.87% | -8.2% | Q4 2013 |
| APH | $2.22B | 0.41% | 1.34% | +6.0% | Q3 2014 |
| Q3 2025 | |||||
| MSFT | $37.6B | 7.06% | 0.98% | +1.2% | Q2 2013 |
| NVDA | $30.9B | 5.79% | 0.68% | +16.1% | Q1 2022 |
| AVGO | $28.9B | 5.43% | 1.86% | -4.2% | Q4 2016 |
| AMZN | $20.7B | 3.88% | 0.88% | +11.3% | Q2 2013 |
| LLY | $19.1B | 3.59% | 2.65% | +20.9% | Q2 2013 |
| META | $17.4B | 3.27% | Not reported | -26.8% | Q2 2013 |
| RTX | $12.8B | 2.39% | 5.68% | +1.1% | Q1 2020 |
| GOOGL | $12.3B | 2.31% | 0.42% | +15.7% | Q4 2015 |
| AAPL | $11.6B | 2.18% | 0.31% | +9.2% | Q2 2013 |
| UBER | $10.8B | 2.03% | 5.32% | -8.1% | Q3 2023 |
| GE | $7.93B | 1.49% | 2.50% | -12.7% | Q3 2021 |
| JPM | $7.26B | 1.36% | 0.85% | -2.1% | Q2 2013 |
| SBUX | $7.23B | 1.36% | 7.52% | +11.4% | Q4 2017 |
| PM | $7.06B | 1.33% | 2.80% | +7.2% | Q2 2013 |
| GOOG | $6.62B | 1.24% | Not reported | -1.1% | Q4 2015 |
| ORCL | $6.56B | 1.23% | 0.82% | +1.2% | Q2 2013 |
| VRTX | $6.48B | 1.22% | 6.52% | +2.8% | Q3 2018 |
| RCL | $6.23B | 1.17% | 7.09% | -25.6% | Q4 2016 |
| MA | $5.89B | 1.10% | 0.84% | +6.5% | Q2 2015 |
| ABBV | $5.84B | 1.10% | 1.43% | -0.1% | Q2 2013 |
| NFLX | $5.64B | 1.06% | 1.11% | -0.6% | Q2 2013 |
| ABT | $5.19B | 0.97% | 2.23% | -7.2% | Q2 2013 |
| HD | $4.62B | 0.87% | 1.15% | +0.3% | Q2 2013 |
| UNH | $4.5B | 0.84% | 1.44% | +126.9% | Q2 2013 |
| CARR | $4.5B | 0.84% | 8.86% | +0.2% | Q2 2020 |
| BLK | $4.46B | 0.84% | 2.47% | -0.8% | Q3 2013 |
| LIN | $4.43B | 0.83% | 2.00% | +0.9% | Q4 2018 |
| MELI | $4.24B | 0.80% | 3.58% | +3.4% | Q2 2014 |
| TSLA | $3.99B | 0.75% | 0.27% | -2.6% | Q2 2013 |
| XOM | $3.79B | 0.71% | 0.79% | +0.4% | Q2 2013 |
| CNQ | $3.56B | 0.67% | 5.29% | -0.1% | Q2 2013 |
| D | $3.36B | 0.63% | 6.42% | +22.4% | Q2 2013 |
 BA | $3.33B | 0.63% | 2.04% | -55.5% | Q2 2014 |
| GILD | $3.33B | 0.63% | 2.42% | -3.5% | Q2 2013 |
| ALNY | $3.29B | 0.62% | 5.48% | +0.4% | Q4 2022 |
| APD | $3.21B | 0.60% | 5.29% | +2.4% | Q2 2013 |
| MS | $3.06B | 0.57% | 1.21% | -0.7% | Q1 2021 |
| AMAT | $3.05B | 0.57% | 1.87% | +225.4% | Q3 2015 |
| WFC | $2.99B | 0.56% | 1.13% | +18.6% | Q2 2013 |
| NU | $2.96B | 0.55% | Not reported | -5.3% | Q4 2021 |
| MDT | $2.92B | 0.55% | 2.39% | -15.6% | Q2 2013 |
| TDG | $2.91B | 0.55% | 3.92% | +10.2% | Q1 2017 |
 URI | $2.82B | 0.53% | 4.64% | -12.7% | Q2 2020 |
| EOG | $2.79B | 0.52% | 4.57% | +0.5% | Q2 2013 |
| PGR | $2.76B | 0.52% | 1.91% | +26.2% | Q2 2013 |
 TXN | $2.65B | 0.50% | 1.59% | -8.8% | Q2 2013 |
 ANET | $2.58B | 0.48% | 1.41% | -8.9% | Q2 2014 |
 IP | $2.52B | 0.47% | 8.67% | +7.5% | Q2 2024 |
 ADP | $2.35B | 0.44% | 1.98% | +1.5% | Q2 2013 |
 GD | $2.34B | 0.44% | 2.54% | -1.1% | Q2 2013 |