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 |
D.R. Horton
DHI
|
+$2.93B |
| 2 |
Salesforce
CRM
|
+$2.68B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$2.43B |
| 4 |
Southern Company
SO
|
+$2.39B |
| 5 |
Chipotle Mexican Grill
CMG
|
+$2.18B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$3.9B |
| 2 |
Honeywell
HON
|
+$3.24B |
| 3 |
Eli Lilly
LLY
|
+$1.98B |
| 4 |
Amazon
AMZN
|
+$1.46B |
| 5 |
NVIDIA
NVDA
|
+$1.4B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.5% |
| 2 | Financials | 14.22% |
| 3 | Consumer Discretionary | 13.19% |
| 4 | Healthcare | 11.19% |
| 5 | Communication Services | 10.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
British American Tobacco
BTI
$124B
| $503M | 0.07% |
9,470,709
+9,397,693
| +12,871% | +$510M |
|
202
Monster Beverage
MNST
$91.4B
| $493M | 0.07% |
14,641,146
-7,340,530
| -33% | -$229M |
|
203
Norfolk Southern
NSC
$76.2B
| $492M | 0.07% |
1,638,009
+4,085
| +0.3% | +$1.13M |
|
204
LyondellBasell Industries
LYB
$20.1B
| $481M | 0.07% |
9,807,743
+1,135,258
| +13% | +$64M |
|
205
Viper Energy
VNOM
$14.7B
| $475M | 0.06% |
12,423,354
+1,957,417
| +19% | +$74.6M |
|
206
Delta Air Lines
DAL
$60.4B
| $474M | 0.06% |
8,348,755
-750,848
| -8% | -$42.8M |
|
207
McDonald's
MCD
$195B
| $464M | 0.06% |
1,527,140
-2,036
| -0.1% | -$620K |
|
208
Vail Resorts
MTN
$5.25B
| $451M | 0.06% |
3,013,463
+1,208,874
| +67% | +$188M |
|
209
Public Service Enterprise Group
PEG
$37.9B
| $439M | 0.06% |
5,265,846
+10,144
| +0.2% | +$851K |
|
210
Caesars Entertainment
CZR
$6.09B
| $438M | 0.06% |
16,193,070
+3,716,148
| +30% | +$101M |
|
211
Credicorp
BAP
$29.6B
| $434M | 0.06% |
+1,629,914
| New | +$403M |
|
212
Trane Technologies
TT
$105B
| $433M | 0.06% |
1,026,667
+12,691
| +1% | +$5.42M |
|
213
Coca-Cola
KO
$376B
| $420M | 0.06% |
6,326,900
-67
| -0% | -$4.61K |
|
214
Strategy Inc
MSTR
$38.6B
| $412M | 0.06% |
1,279,132
+224,773
| +21% | +$83.4M |
|
215
Nucor
NUE
$61.9B
| $412M | 0.06% |
3,042,761
+509,019
| +20% | +$72.1M |
|
216
Target
TGT
$70.7B
| $411M | 0.06% |
4,586,849
+7,950
| +0.2% | +$783K |
|
217
Lennar Class A
LEN
$21B
| $411M | 0.06% |
3,258,272
+4,729
| +0.1% | +$587K |
|
218
TC Energy
TRP
$65.8B
| $398M | 0.05% |
7,310,696
-1,162,129
| -14% | -$58.3M |
|
219
Doximity
DOCS
$4.59B
| $394M | 0.05% |
5,381,431
+1,101,848
| +26% | +$71.8M |
|
220
Polaris
PII
$3.94B
| $390M | 0.05% |
6,716,069
-54,762
| -0.8% | -$2.95M |
|
221
KeyCorp
KEY
$24.7B
| $389M | 0.05% |
20,788,957
+13,067,326
| +169% | +$242M |
|
222
Cigna
CI
$73.9B
| $383M | 0.05% |
1,329,348
+37,680
| +3% | +$11.1M |
|
223
Ryan Specialty Holdings
RYAN
$11B
| $373M | 0.05% |
6,623,556
+13,741
| +0.2% | +$814K |
|
224
Cavco Industries
CVCO
$4.62B
| $372M | 0.05% |
640,117
+612
| +0.1% | +$299K |
|
225
Texas Roadhouse
TXRH
$14.1B
| $372M | 0.05% |
2,236,885
+1,908,033
| +580% | +$336M |
|
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Capital World Investors's Q3 2025 Portfolio in Review
As of Q3 2025, Capital World Investors held 617 positions worth $732B, up 6.4% from $688B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Capital World Investors's Q3 2025 filing shows 34 new, 278 increased, 161 reduced and 49 closed positions. Its largest new stake was Credicorp: 1,629,914 shares worth $434M. The largest sale was Broadcom, an estimated $3.9B.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Consumer Discretionary.
- Capital World Investors's largest Q3 2025 buy was Credicorp: 1,629,914 shares worth $434M.
- Capital World Investors added most to D.R. Horton in Q3 2025, an estimated $2.93B increase.
- Capital World Investors's biggest Q3 2025 reduction was Broadcom, cutting an estimated $3.9B.
- Capital World Investors fully exited Kroger in Q3 2025, selling an estimated $600M.
- Capital World Investors's ten largest holdings make up 30% of its $732B portfolio in Q3 2025.
- Capital World Investors opened 34 new positions and closed 49 in Q3 2025.
- Capital World Investors's portfolio value rose 6.4% quarter-over-quarter to $732B.
Based on Capital World Investors's 13F filing for Q3 2025, filed 13 Nov 2025.