Capital World Investors Portfolio holdings
Capital World Investors (CWI), a division of Capital Group, one of the oldest and largest investment management firms in the world, was established in 1931 and is headquartered in Los Angeles, California. Specializing in active investment management, CWI focuses on long-term growth through a research-intensive approach, managing hundreds of billions in assets primarily through equity-focused mutual funds and institutional portfolios. It serves a diverse client base, including individual investors, financial advisors, and institutions, and is known for its flagship funds like the American Funds, which emphasize fundamental analysis and a multiple-portfolio-manager system to mitigate risk. With a global reach and a reputation for disciplined, value-oriented investing, CWI remains a cornerstone of Capital Group’s mission to deliver consistent, superior returns.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital One
COF
|
+$4.17B |
| 2 |
KLA
KLAC
|
+$2.47B |
| 3 |
Micron Technology
MU
|
+$1.54B |
| 4 |
Honeywell
HON
|
+$1.28B |
| 5 |
Cloudflare
NET
|
+$906M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$3.73B |
| 2 |
DFS
Discover Financial Services
DFS
|
+$3.53B |
| 3 |
Amazon
AMZN
|
+$3.24B |
| 4 |
AbbVie
ABBV
|
+$1.8B |
| 5 |
Altria Group
MO
|
+$1.75B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.21% |
| 2 | Financials | 14.55% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Healthcare | 12.01% |
| 5 | Communication Services | 10.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CMA
426
DELISTED
Comerica
CMA
| $42.1M | 0.01% |
706,621
-2,077
| -0.3% | -$116K |
|
427
HF Sinclair
DINO
$15.9B
| $42M | 0.01% |
1,022,000
| – | – |
|
428
Riskified
RSKD
$830M
| $41.5M | 0.01% |
8,313,598
| – | – |
|
429
WillScot Mobile Mini Holdings
WSC
$4.07B
| $41.1M | 0.01% |
1,500,000
| – | – |
|
430
Halozyme
HALO
$11.3B
| $40.7M | 0.01% |
782,004
+33,774
| +5% | +$1.92M |
|
431
Alight
ALIT
$376M
| $40.3M | 0.01% |
355,946
-1,504
| -0.4% | -$161K |
|
432
Freshpet
FRPT
$3.48B
| $40M | 0.01% |
588,829
| – | – |
|
433
Scholar Rock
SRRK
$6.63B
| $40M | 0.01% |
1,128,752
| – | – |
|
434
MYR Group
MYRG
$5.18B
| $39.8M | 0.01% |
219,175
| – | – |
|
435
Ameriprise Financial
AMP
$49.7B
| $39.3M | 0.01% |
73,627
+4,233
| +6% | +$2.09M |
|
|
ETOR
436
eToro Group
ETOR
$2.29B
| $39.2M | 0.01% |
+588,250
| New | +$37.9M |
|
437
Avery Dennison
AVY
$13.5B
| $39M | 0.01% |
222,349
+435
| +0.2% | +$76.2K |
|
438
Bloom Energy
BE
$71.6B
| $39M | 0.01% |
+1,630,910
| New | +$31.6M |
|
439
ATS Corp
ATS
$1.98B
| $38.1M | 0.01% |
1,196,000
| – | – |
|
440
RH
RH
$3.45B
| $38.1M | 0.01% |
+201,734
| New | +$37.5M |
|
441
Kaspi.kz JSC
KSPI
$18.8B
| $37.7M | 0.01% |
444,480
+1,741
| +0.4% | +$148K |
|
442
Beazer Homes USA
BZH
$875M
| $37.1M | 0.01% |
1,659,813
| – | – |
|
|
KALV
443
DELISTED
KalVista Pharmaceuticals
KALV
| $35.9M | 0.01% |
3,177,587
| – | – |
|
444
Oshkosh
OSK
$9.42B
| $34.4M | 0.01% |
302,645
+152,645
| +102% | +$14.8M |
|
445
McGrath RentCorp
MGRC
$2.95B
| $34.2M | 0.01% |
294,536
+29,202
| +11% | +$3.24M |
|
446
Globus Medical
GMED
$11.5B
| $33.9M | ﹤0.01% |
574,500
| – | – |
|
447
BlackLine
BL
$1.67B
| $33.7M | ﹤0.01% |
595,000
| – | – |
|
|
DMC
448
Del Monte Corp
DMC
$1.44B
| $33.3M | ﹤0.01% |
1,028,000
| – | – |
|
449
Robert Half
RHI
$4.28B
| $31.8M | ﹤0.01% |
+774,488
| New | +$35.3M |
|
450
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
| $31.5M | ﹤0.01% |
343,439
+75,112
| +28% | +$6.88M |
|
Similar funds
Capital World Investors's Q2 2025 Portfolio in Review
As of Q2 2025, Capital World Investors held 607 positions worth $688B, up 11% from $617B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Capital World Investors's Q2 2025 filing shows 55 new, 276 increased, 149 reduced and 27 closed positions. Its largest new stake was Hims & Hers Health: 18,559,302 shares worth $925M. The largest sale was Apple, an estimated $3.73B.
By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.
- Capital World Investors's largest Q2 2025 buy was Hims & Hers Health: 18,559,302 shares worth $925M.
- Capital World Investors added most to Capital One in Q2 2025, an estimated $4.17B increase.
- Capital World Investors's biggest Q2 2025 reduction was Apple, cutting an estimated $3.73B.
- Capital World Investors fully exited Discover Financial Services in Q2 2025, selling an estimated $3.53B.
- Capital World Investors's ten largest holdings make up 31% of its $688B portfolio in Q2 2025.
- Capital World Investors opened 55 new positions and closed 27 in Q2 2025.
- Capital World Investors's portfolio value rose 11% quarter-over-quarter to $688B.
Based on Capital World Investors's 13F filing for Q2 2025, filed 13 Aug 2025.