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CIK: 0001422848
Total reported value
$716.9B
$716.9B
438 檔
15.6%
The Q4 2024 SEC filing reveals that Capital Research Global Investors held a total portfolio value of $716.9B, covering 438 public equity positions.
Capital Research Global Investors executed strategic sector rebalancing during Q4 2024, establishing 30 new positions while fully exiting 14 holdings and trimming 79 positions.
Showing top 200 holdings (of 438 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.52% | -0.59% | -1.63% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.44% | +0.37% | -1.26% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.27% | +0.39% | -3.03% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.01% | +0.18% | -4.09% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.72% | -0.12% | +1.06% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.80% | +0.55% | +16.19% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.87% | -0.11% | -0.09% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 1.80% | -0.18% | -4.71% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.76% | +0.44% | +3.81% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.71% | -0.02% | +16.12% | |
| 11 | CRM | Salesforce Inc | Stock-Tech | 1.66% | -0.14% | -0.96% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.53% | +0.32% | +0.76% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 1.47% | +0.02% | +78.97% | |
| 14 | GE | General Electric | Stock-Industrials | 1.44% | +0.08% | -20.24% | |
| 15 | BA | Boeing Co/the | Stock-Industrials | 1.41% | +0.14% | +49.81% | |
| 16 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.34% | +0.31% | -7.47% | |
| 17 | PM | Philip Morris International | Stock-Consumer Staples | 1.26% | +0.08% | -9.75% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.26% | -0.32% | +1.49% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.24% | +0.01% | +2.34% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | +0.02% | +9.15% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.11% | -0.25% | -15.92% | |
| 22 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.10% | -0.25% | -6.24% | |
| 23 | CARR | Carrier Global CORP | Stock-Industrials | 1.06% | +0.07% | -20.70% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.00% | +0.07% | +5.48% | |
| 25 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.98% | -0.23% | +4.48% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.91% | -0.33% | -7.11% | |
| 27 | ACN | Accenture plc | Stock-Tech | 0.89% | -0.08% | +16.82% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 0.89% | -0.03% | -36.35% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.86% | -0.11% | +15.85% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.85% | -0.05% | -3.26% | |
| 31 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.84% | +0.01% | +8.04% | |
| 32 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.79% | -0.04% | -6.91% | |
| 33 | LIN | Linde plc | Stock-Materials | 0.79% | +0.03% | +6.40% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.25% | +3.86% | |
| 35 | EOG | Eog Resources Inc | Stock-Energy | 0.75% | -0.19% | -8.32% | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 0.69% | -0.09% | — | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | — | -26.25% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | +0.01% | +5.25% | |
| 39 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 0.62% | — | +26.45% | |
| 40 | CNQ | Canadian Natural Resources | Stock-Energy | 0.61% | -0.60% | -4.93% | |
| 41 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.61% | -0.01% | -7.30% | |
| 42 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 0.60% | — | -13.19% | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.56% | +0.01% | +44.81% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.55% | -0.42% | +1.75% | |
| 45 | AIG | American International Group | Stock-Financials | 0.52% | -0.04% | +1.40% | |
| 46 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.52% | -0.09% | -31.36% | |
| 47 | NU | Nu Holdings Ltd. | Stock-Financials | 0.51% | -0.02% | -3.68% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.51% | -0.22% | -2.99% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.51% | -0.15% | +1.50% | |
| 50 | TDG | Transdigm Group Inc | Stock-Industrials | 0.50% | +0.01% | +4.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -3.03% | Trim |
| 2 | BLK | Blackrock Inc | +0.7% | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +16.19% | Add |
| 4 | BA | Boeing Co/the | +0.6% | +49.81% | Add |
| 5 | UBER | Uber Technologies Inc | +0.4% | +78.97% | Add |
| 6 | AMZN | Amazon.com Inc | +0.4% | -4.09% | Trim |
| 7 | CRM | Salesforce Inc | +0.3% | -0.96% | Trim |
| 8 | AAPL | Apple Inc | +0.3% | +1.06% | Add |
| 9 | MS | Morgan Stanley | +0.2% | +44.81% | Add |
| 10 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | -7.47% | Trim |
| 11 | NVDA | Nvidia CORP | +0.2% | +3.81% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +9.15% | Add |
| 13 | WFC | Wells Fargo & Co | +0.2% | +932.01% | Add |
| 14 | CNP | Centerpoint Energy Inc | +0.2% | +156.41% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | +0.76% | Add |
| 16 | EXE | Expand Energy CORP | +0.2% | +475.45% | Add |
| 17 | PYPL | Paypal Holdings Inc | +0.2% | +108.17% | Add |
| 18 | IP | International Paper Co | +0.2% | +68.83% | Add |
| 19 | AKX | Ansys Inc | +0.1% | NEW | New buy |
| 20 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 21 | LVS | Las Vegas Sands CORP | +0.1% | +26.45% | Add |
| 22 | MU | Micron Technology Inc | +0.1% | +139.72% | Add |
| 23 | NFLX | Netflix Inc | +0.1% | -7.11% | Trim |
| 24 | ACN | Accenture plc | +0.1% | +16.82% | Add |
| 25 | AXP | American Express Co | +0.1% | +186.29% | Add |
| 26 | XPO | Xpo Inc | +0.1% | +18.46% | Add |
| 27 | AFRM | Affirm Holdings Inc | +0.1% | +1.98% | Add |
| 28 | PG | Procter & Gamble Co/the | +0.1% | +62.54% | Add |
| 29 | ADP | Automatic Data Processing | +0.1% | +26.86% | Add |
| 30 | LW | Lamb Weston Holdings Inc | +0.1% | NEW | New buy |
| 31 | ISRG | Intuitive Surgical Inc | +0.1% | +25.54% | Add |
| 32 | PCG | P G & E CORP | +0.1% | +70.27% | Add |
| 33 | FND | Floor & Decor Holdings Inc-a | +0.1% | +76.80% | Add |
| 34 | CAT | Caterpillar Inc | +0.1% | +69.30% | Add |
| 35 | NVT | nVent Electric plc | +0.1% | NEW | New buy |
| 36 | TSLA | Tesla Inc | +0.1% | -26.25% | Trim |
| 37 | AMT | American Tower CORP | +0.1% | +66.54% | Add |
| 38 | COST | Costco Wholesale CORP | +0.1% | +79.46% | Add |
| 39 | BAC | Bank Of America CORP | +0.1% | +1600.23% | Add |
| 40 | SBUX | Starbucks CORP | +0.1% | +167.62% | Add |
| 41 | HTHT | H World Group Ltd-adr | +0.1% | NEW | New buy |
| 42 | PGR | Progressive CORP | +0.1% | +34.31% | Add |
| 43 | WFRD | Weatherford International plc | +0.1% | +295.87% | Add |
| 44 | KO | Coca-cola Co/the | +0.1% | +119.00% | Add |
| 45 | ALB | Albemarle CORP | +0.1% | +120.23% | Add |
| 46 | TJX | Tjx Companies Inc | +0.1% | +689.57% | Add |
| 47 | STX | Seagate Technology Holdings plc | +0.1% | +56.51% | Add |
| 48 | DOW | Dow Inc | +0.1% | NEW | New buy |
| 49 | SHW | Sherwin-williams Co/the | +0.1% | +47.14% | Add |
| 50 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Capital Research Global Investors reported a total U.S. public equity portfolio value of $716.9B across 438 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, META, AVGO) accounted for 15.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $3.3B
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $4.5B
During Q4 2024, Capital Research Global Investors's top holdings by market value included MSFT (6.5%)、META (4.4%)、AVGO (4.3%). The largest single position, MSFT, represented 6.5% of total portfolio value.
In Q4 2024, Capital Research Global Investors made 200 total portfolio adjustments, initiating 30 new buys, adding to 77 positions, trimming 79 holdings, and fully liquidating 14 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
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