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 | |
|---|---|---|---|---|---|---|
201
Medtronic
MDT
$116B
| $481M | 0.07% |
5,517,779
+528,584
| +11% | +$44.8M |
|
202
Southern Copper
SCCO
$160B
| $478M | 0.07% |
4,965,690
+14,087
| +0.3% | +$1.23M |
|
203
Rocket Lab Corp
RKLB
$52.1B
| $473M | 0.07% |
+13,219,556
| New | +$324M |
|
204
Charter Communications
CHTR
$18.4B
| $471M | 0.07% |
1,152,880
+8,734
| +0.8% | +$3.34M |
|
205
EPAM Systems
EPAM
$5.13B
| $453M | 0.07% |
2,561,451
+138,764
| +6% | +$23.2M |
|
206
Target
TGT
$70.3B
| $452M | 0.07% |
4,578,899
-877,650
| -16% | -$84.3M |
|
207
Ryan Specialty Holdings
RYAN
$10.8B
| $449M | 0.07% |
6,609,815
+9,436
| +0.1% | +$651K |
|
208
Coca-Cola
KO
$376B
| $448M | 0.07% |
6,326,967
-1,585,711
| -20% | -$113M |
|
209
Delta Air Lines
DAL
$60.3B
| $448M | 0.07% |
9,099,603
-9,212,662
| -50% | -$423M |
|
210
McDonald's
MCD
$193B
| $447M | 0.06% |
1,529,176
-1,217,994
| -44% | -$375M |
|
211
Trane Technologies
TT
$106B
| $443M | 0.06% |
1,013,976
-156,425
| -13% | -$61.7M |
|
212
Public Service Enterprise Group
PEG
$37.8B
| $442M | 0.06% |
5,255,702
+15,244
| +0.3% | +$1.23M |
|
213
S&P Global
SPGI
$122B
| $438M | 0.06% |
831,489
+79,389
| +11% | +$39.6M |
|
214
Procore
PCOR
$8.82B
| $438M | 0.06% |
6,397,128
+740,311
| +13% | +$48.3M |
|
215
Diamondback Energy
FANG
$55.6B
| $431M | 0.06% |
3,133,436
+96,731
| +3% | +$13.4M |
|
216
Cigna
CI
$73.4B
| $427M | 0.06% |
1,291,668
+26,261
| +2% | +$8.47M |
|
217
Strategy Inc
MSTR
$37.4B
| $426M | 0.06% |
1,054,359
+401,555
| +62% | +$146M |
|
218
Norfolk Southern
NSC
$76B
| $418M | 0.06% |
1,633,924
+2,759
| +0.2% | +$651K |
|
219
Old Dominion Freight Line
ODFL
$45B
| $417M | 0.06% |
2,567,680
+28,106
| +1% | +$4.48M |
|
220
Verizon
VZ
$199B
| $416M | 0.06% |
9,607,127
-12,670,524
| -57% | -$549M |
|
221
TC Energy
TRP
$65.8B
| $414M | 0.06% |
8,472,825
+26,168
| +0.3% | +$1.28M |
|
222
Sanofi
SNY
$105B
| $404M | 0.06% |
8,354,084
+30,137
| +0.4% | +$1.54M |
|
223
Viper Energy
VNOM
$14.7B
| $399M | 0.06% |
10,465,937
+2,853,273
| +37% | +$115M |
|
224
Tradeweb Markets
TW
$22.1B
| $395M | 0.06% |
2,698,340
+399,737
| +17% | +$55.8M |
|
225
Toll Brothers
TOL
$13.9B
| $391M | 0.06% |
3,424,462
+173,974
| +5% | +$18.1M |
|
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.