Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / SHS CREATION UNI
-
Total 13F shares
-
397,555,738
-
Share change
-
+46,789,970
-
Total reported value
-
$16,706,998,057
-
Price per share
-
$42.03
-
Number of holders
-
576
-
Value change
-
+$1,969,797,664
-
Number of buys
-
417
-
Number of sells
-
138
Institutional Holders of CAPITAL GROUP DIVIDEND VALUE - SHS CREATION UNI (CGDV) as of Q3 2025
As of 30 Sep 2025,
CAPITAL GROUP DIVIDEND VALUE - SHS CREATION UNI (CGDV) was held by
576 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
397,555,738 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, Capital International Investors, RAYMOND JAMES FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, BANK OF AMERICA CORP /DE/, Cetera Investment Advisers, WELLS FARGO & COMPANY/MN, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
576
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.