Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / LOAD EQUITY FUND
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Number of holders
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8
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Total 13F shares, excl. options
-
44.6K
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Shares change
-
+11.8K
-
Total reported value, excl. options
-
$3.92M
-
Value change
-
+$1.05M
-
Number of buys
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4
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Number of sells
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-4
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Price
-
$87.85
Significant Holders of AMERICAN FUNDS FUNDAMENTAL INVS A - LOAD EQUITY FUND as of Q2 2025
8 filings reported holding 360802102 - AMERICAN FUNDS FUNDAMENTAL INVS A - LOAD EQUITY FUND as of Q2 2025.
AMERICAN FUNDS FUNDAMENTAL INVS A - LOAD EQUITY FUND has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 44.6K shares
.
Largest 8 shareholders include Brooklyn Investment Group (16.6K shares), Coston, McIsaac & Partners (12.9K shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (4.53K shares), Financially Speaking Inc (3.96K shares), NORTH STAR ASSET MANAGEMENT INC (3.81K shares), RiverFront Investment Group, LLC (2.75K shares), Game Plan Financial Advisors, LLC (86 shares), and Financial Gravity Companies, Inc. (2 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.