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CIK: 0001562230
Total reported value
$483.6B
$483.6B
441 檔
20.8%
According to the latest 13F quarterly dataset, Capital International Investors managed an equity portfolio of $483.6B at the end of Q1 2025, spanning 441 distinct U.S. exchange-listed positions.
In Q1 2025, Capital International Investors displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AVGO, PM) accounted for 20.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $29.5B
Showing top 200 holdings (of 441 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.81% | -0.61% | +2.40% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.39% | +0.30% | -13.24% | |
| 3 | PM | Philip Morris International | Stock-Consumer Staples | 2.89% | -0.12% | -0.18% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.85% | -0.01% | +1.56% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.82% | -0.21% | -5.95% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.49% | +0.07% | +1.84% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.33% | -0.02% | +8.86% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.12% | -0.14% | +58.08% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.87% | -0.08% | -14.45% | |
| 10 | GE | General Electric | Stock-Industrials | 1.86% | +0.14% | -0.75% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 1.74% | -0.25% | -1.69% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.71% | +0.10% | +6.62% | |
| 13 | TDG | Transdigm Group Inc | Stock-Industrials | 1.70% | -0.10% | -0.01% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.54% | +0.10% | +8.81% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.46% | +0.05% | -11.07% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.42% | -0.21% | -1.53% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.01% | -12.35% | |
| 18 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.29% | -0.01% | +7.69% | |
| 19 | WELL | Welltower Inc | Stock-Real Estate | 1.28% | +0.19% | +14.82% | |
| 20 | CEG | Constellation Energy | Stock-Utilities | 1.15% | -0.11% | +3.53% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | -0.22% | +5.50% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 0.93% | -0.47% | +23.93% | |
| 23 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.89% | -0.51% | +7.45% | |
| 24 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.88% | -0.10% | +0.17% | |
| 25 | TFC | Truist Financial CORP | Stock-Financials | 0.85% | +0.05% | +15.49% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.85% | +0.07% | -28.03% | |
| 27 | MSTR | Strategy Inc | Stock-Tech | 0.83% | -0.29% | +16.10% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.80% | +0.26% | +10.12% | |
| 29 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.80% | -0.05% | +44.91% | |
| 30 | PAYX | Paychex Inc | Stock-Tech | 0.78% | -0.06% | -4.63% | |
| 31 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.76% | -0.07% | +253.68% | |
| 32 | COP | Conocophillips | Stock-Energy | 0.73% | -0.34% | +13.46% | |
| 33 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.73% | -0.05% | EXIT | |
| 34 | GEV | GE Vernova Inc | Stock-Industrials | 0.73% | — | -18.43% | |
| 35 | CARR | Carrier Global CORP | Stock-Industrials | 0.73% | -0.14% | -22.05% | |
| 36 | SRE | Sempra | Stock-Utilities | 0.72% | -0.15% | +2.98% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.72% | -0.29% | -18.36% | |
| 38 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.67% | -0.04% | +3.46% | |
| 39 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.66% | -0.09% | -3.28% | |
| 40 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.66% | -0.08% | +13.60% | |
| 41 | KKR | Kkr & Co Inc | Stock-Financials | 0.65% | -0.07% | -18.40% | |
| 42 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.62% | +0.03% | -0.27% | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.62% | -0.01% | -10.01% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.61% | -0.15% | -28.64% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.61% | -0.02% | -30.40% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.18% | -5.86% | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.61% | -0.01% | -14.72% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.57% | -0.01% | -11.88% | |
| 49 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.50% | -0.04% | +57.82% | |
| 50 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.50% | — | -15.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AVGO | Broadcom Inc | — | NEW | New buy |
| 3 | PM | Philip Morris International | — | NEW | New buy |
| 4 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 6 | AAPL | Apple Inc | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | NVDA | Nvidia CORP | — | NEW | New buy |
| 9 | MA | Mastercard Inc - A | — | NEW | New buy |
| 10 | GE | General Electric | — | NEW | New buy |
| 11 | ABT | Abbott Laboratories | — | NEW | New buy |
| 12 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 13 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 14 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 16 | RTX | Rtx CORP | — | NEW | New buy |
| 17 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 18 | RCL | Royal Caribbean Cruises Ltd. | — | NEW | New buy |
| 19 | WELL | Welltower Inc | — | NEW | New buy |
| 20 | CEG | Constellation Energy | — | NEW | New buy |
| 21 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 22 | AMGN | Amgen Inc | — | NEW | New buy |
| 23 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 24 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 25 | TFC | Truist Financial CORP | — | NEW | New buy |
| 26 | ABBV | Abbvie Inc | — | NEW | New buy |
| 27 | MSTR | Strategy Inc | — | NEW | New buy |
| 28 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 29 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 30 | PAYX | Paychex Inc | — | NEW | New buy |
| 31 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 32 | COP | Conocophillips | — | NEW | New buy |
| 33 | CHTR | Charter Communications Inc-a | — | NEW | New buy |
| 34 | GEV | GE Vernova Inc | — | NEW | New buy |
| 35 | CARR | Carrier Global CORP | — | NEW | New buy |
| 36 | SRE | Sempra | — | NEW | New buy |
| 37 | CRM | Salesforce Inc | — | NEW | New buy |
| 38 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 39 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 40 | IR | Ingersoll-rand Inc | — | NEW | New buy |
| 41 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 42 | CNP | Centerpoint Energy Inc | — | NEW | New buy |
| 43 | MS | Morgan Stanley | — | NEW | New buy |
| 44 | LIN | Linde plc | — | NEW | New buy |
| 45 | NFLX | Netflix Inc | — | NEW | New buy |
| 46 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 47 | DHR | Danaher CORP | — | NEW | New buy |
| 48 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 49 | BTI | British American Tob-sp Adr | — | NEW | New buy |
| 50 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
According to official SEC Form 13F filings, Capital International Investors reported a total U.S. public equity portfolio value of $483.6B across 441 disclosed positions in Q1 2025.
During Q1 2025, Capital International Investors's top holdings by market value included MSFT (5.8%)、AVGO (5.4%)、PM (2.9%). The largest single position, MSFT, represented 5.8% of total portfolio value.
In Q1 2025, Capital International Investors made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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