AMERICAN FUNDS AMERICAN BALANCED F3 - EQUITY FUNDS Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2017 to Q3 2025

Type / Class
Equity / EQUITY FUNDS
Price per share
$38.60
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
60,696
Total reported value
$2,342,273
% of total 13F portfolios
0%
Share change
+36,683
Value change
+$1,460,208
Number of holders
3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 3 institutional investors reported holding 60,696 shares of AMERICAN FUNDS AMERICAN BALANCED F3 - EQUITY FUNDS.

Institutional Holders of AMERICAN FUNDS AMERICAN BALANCED F3 - EQUITY FUNDS across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 60,696 $2,342,273 +$1,460,208 $38.60 3
2025 Q2 24,013 $880,184 -$492,029 $36.42 2
2025 Q1 38,257 $1,305,565 +$433,375 $34.13 4
2024 Q4 56,729 $1,946,728 +$146,777 $34.32 3
2024 Q3 52,313 $1,897,918 +$62,348 $36.28 3
2024 Q2 50,925 $1,758,715 +$472,529 $34.54 4
2024 Q1 37,239 $1,259,772 +$805,215 $33.83 3
2023 Q4 13,806 $441,231 +$219,788 $31.95 3
2023 Q3 328,917 $9,713,383 +$282,379 $29.53 2
2023 Q2 319,356 $9,740,000 +$465,200 $30.50 1
2023 Q1 304,103 $8,953,000 -$352,081 $29.44 1
2022 Q4 316,062 $9,087,000 +$168,422 $28.75 1
2022 Q3 310,204 $8,304,000 +$146,255 $26.77 1
2022 Q2 304,725 $8,703,000 +$1,419,456 $28.51 2
2022 Q1 255,025 $8,161,000 +$44,192 $32.72 2
2021 Q4 253,362 $8,475,000 +$355,495 $33.45 3
2021 Q3 242,734 $7,850,000 +$447,618 $32.34 2
2021 Q2 228,893 $7,469,000 +$1,028,565 $32.65 2
2021 Q1 197,371 $6,162,000 +$139,179 $31.21 2
2020 Q4 193,150 $5,829,000 +$94,154 $30.19 2
2020 Q3 182,647 $5,271,000 +$200,079 $28.86 1
2020 Q2 175,714 $4,887,000 +$110,804 $27.81 1
2020 Q1 171,730 $4,305,000 +$132,386 $25.07 1
2019 Q4 166,449 $4,742,000 +$125,011 $28.49 1
2019 Q3 162,061 $4,476,000 +$65,817 $27.62 1
2019 Q2 159,678 $4,362,000 +$101,785 $27.32 1
2019 Q1 155,952 $4,172,000 +$80,416 $26.75 1
2018 Q4 152,946 $3,807,000 +$691,475 $24.89 1
2018 Q3 125,166 $3,495,000 +$2,778,775 $27.92 1
2018 Q2 25,650 $696,000 -$60,808 $27.13 1
2018 Q1 27,891 $745,000 +$908 $26.71 1
2017 Q4 27,857 $756,000 +$45,267 $27.14 1
2017 Q3 26,189 $707,000 +$88,979 $27.00 1
2017 Q2 22,893 $599,000 +$599,000 $26.17 1