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 |
Union Pacific
UNP
|
+$2.2B |
| 2 |
Johnson & Johnson
JNJ
|
+$1.92B |
| 3 |
Apple
AAPL
|
+$1.89B |
| 4 |
Deere & Co
DE
|
+$1.58B |
| 5 |
AbbVie
ABBV
|
+$1.53B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$4.41B |
| 2 |
Linde
LIN
|
+$3.87B |
| 3 |
Motorola Solutions
MSI
|
+$3.42B |
| 4 |
Blackrock
BLK
|
+$2.7B |
| 5 |
Amazon
AMZN
|
+$2.23B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.99% |
| 2 | Financials | 13.38% |
| 3 | Healthcare | 13.1% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Communication Services | 10.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
ConocoPhillips
COP
$150B
| $487M | 0.07% |
5,198,516
-1,553,762
| -23% | -$141M |
|
|
AXON
202
Axon Enterprise
AXON
$50B
| $485M | 0.07% |
854,809
-773,024
| -47% | -$480M |
|
203
monday.com
MNDY
$3.99B
| $485M | 0.07% |
3,286,461
+1,569,198
| +91% | +$264M |
|
204
McDonald's
MCD
$193B
| $474M | 0.06% |
1,550,991
+23,851
| +2% | +$7.31M |
|
205
Walmart Inc
WMT
$921B
| $470M | 0.06% |
4,219,435
+2,527,942
| +149% | +$271M |
|
206
Hims & Hers Health
HIMS
$6.71B
| $465M | 0.06% |
14,322,912
-4,460,282
| -24% | -$191M |
|
207
Floor & Decor
FND
$6.27B
| $455M | 0.06% |
7,472,044
+557,728
| +8% | +$36.2M |
|
208
Jazz Pharmaceuticals
JAZZ
$16B
| $453M | 0.06% |
2,666,602
+111,735
| +4% | +$17.1M |
|
209
Target
TGT
$70.6B
| $450M | 0.06% |
4,606,090
+19,241
| +0.4% | +$1.77M |
|
210
Strategy Inc
MSTR
$38.2B
| $442M | 0.06% |
2,911,311
+1,632,179
| +128% | +$376M |
|
211
Exelon
EXC
$47B
| $440M | 0.06% |
10,100,575
+8,987,453
| +807% | +$410M |
|
212
Ciena
CIEN
$62.7B
| $437M | 0.06% |
1,868,881
+31,900
| +2% | +$6.19M |
|
213
KeyCorp
KEY
$24.6B
| $434M | 0.06% |
21,027,471
+238,514
| +1% | +$4.44M |
|
214
Sherwin-Williams
SHW
$87.8B
| $429M | 0.06% |
1,323,131
+358,857
| +37% | +$120M |
|
215
LyondellBasell Industries
LYB
$20.2B
| $426M | 0.06% |
9,843,930
+36,187
| +0.4% | +$1.64M |
|
216
Vail Resorts
MTN
$5.18B
| $424M | 0.06% |
3,196,445
+182,982
| +6% | +$26.9M |
|
217
Public Service Enterprise Group
PEG
$37.8B
| $424M | 0.06% |
5,273,994
+8,148
| +0.2% | +$665K |
|
218
Texas Roadhouse
TXRH
$13.6B
| $421M | 0.06% |
2,537,290
+300,405
| +13% | +$50.8M |
|
219
TotalEnergies
TTE
$193B
| $419M | 0.06% |
6,431,888
+6,361,258
| +9,006% | +$402M |
|
220
MongoDB
MDB
$38B
| $411M | 0.06% |
980,182
+552,434
| +129% | +$201M |
|
221
Polaris
PII
$3.91B
| $410M | 0.06% |
6,476,118
-239,951
| -4% | -$15.8M |
|
222
TC Energy
TRP
$65.8B
| $403M | 0.05% |
7,327,124
+16,428
| +0.2% | +$876K |
|
223
Trane Technologies
TT
$105B
| $399M | 0.05% |
1,024,738
-1,929
| -0.2% | -$798K |
|
|
DOCU
224
DocuSign
DOCU
$12.2B
| $398M | 0.05% |
5,815,804
+1,603,900
| +38% | +$111M |
|
225
Duolingo
DUOL
$6.74B
| $393M | 0.05% |
2,241,378
+11,140
| +0.5% | +$2.63M |
|
Similar funds
Capital World Investors's Q4 2025 Portfolio in Review
As of Q4 2025, Capital World Investors held 614 positions worth $735B, up 0.44% from $732B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Capital World Investors's Q4 2025 filing shows 41 new, 256 increased, 174 reduced and 40 closed positions. Its largest new stake was Johnson & Johnson: 9,692,884 shares worth $2.01B. The largest sale was Broadcom, an estimated $4.41B.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 26% a quarter earlier, followed by Financials and Healthcare.
- Capital World Investors's largest Q4 2025 buy was Johnson & Johnson: 9,692,884 shares worth $2.01B.
- Capital World Investors added most to Union Pacific in Q4 2025, an estimated $2.2B increase.
- Capital World Investors's biggest Q4 2025 reduction was Broadcom, cutting an estimated $4.41B.
- Capital World Investors fully exited Kimberly-Clark in Q4 2025, selling an estimated $614M.
- Capital World Investors's ten largest holdings make up 31% of its $735B portfolio in Q4 2025.
- Capital World Investors opened 41 new positions and closed 40 in Q4 2025.
- Capital World Investors's portfolio value rose 0.44% quarter-over-quarter to $735B.
Based on Capital World Investors's 13F filing for Q4 2025, filed 11 Feb 2026.