Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / LOAD EQUITY FUND
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Number of holders
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9
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Total 13F shares, excl. options
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47K
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Shares change
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-9.88K
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Total reported value, excl. options
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$2.96M
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Value change
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+$742K
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Number of buys
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7
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Number of sells
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-3
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Price
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$62.96
Significant Holders of AMERICAN FUNDS INVMT CO OF AMER A - LOAD EQUITY FUND as of Q2 2025
12 filings reported holding 461308108 - AMERICAN FUNDS INVMT CO OF AMER A - LOAD EQUITY FUND as of Q2 2025.
AMERICAN FUNDS INVMT CO OF AMER A - LOAD EQUITY FUND has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 47K shares
.
Largest 10 shareholders include Brooklyn Investment Group (22.6K shares), NORTH STAR ASSET MANAGEMENT INC (6.37K shares), Coston, McIsaac & Partners (5.27K shares), Fulton Bank, N.A. (3.91K shares), RiverFront Investment Group, LLC (3.7K shares), Game Plan Financial Advisors, LLC (2.74K shares), Westside Investment Management, Inc. (1.15K shares), Estabrook Capital Management (1.13K shares), Luminist Capital LLC (129 shares), and ORG Wealth Partners, LLC (0 shares).
This table shows the top 9 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.