Capital World Investors
Institutional investor · Portfolio as of Q3 2022
Top Holdings549 positions
Tesla Inc | 90.2M | $23.9B | 5.4% | $16.47 | +1510.16% | 14 qtrssince 2019-Q2 | Increased 100 |
Microsoft Corp. | 97.5M | $22.7B | 5.1% | $127.08 | +77.36% | 14 qtrssince 2019-Q2 | Decreased 0 |
UnitedHealth Group Inc. | 33.2M | $16.8B | 3.8% | $226.00 | +106.81% | 14 qtrssince 2019-Q2 | Decreased 0 |
Broadcom Inc | 31.6M | $14B | 3.2% | $24.50 | +70.88% | 14 qtrssince 2019-Q2 | Decreased 0 |
Home Depot Inc. | 40.1M | $11.1B | 2.5% | $192.84 | +28.99% | 14 qtrssince 2019-Q2 | Decreased 0 |
PFIZER INC | 248.9M | $10.9B | 2.4% | $28.89 | +20.04% | 14 qtrssince 2019-Q2 | Decreased 0 |
Eli Lilly & Co. | 29M | $9.4B | 2.1% | $223.81 | +40.01% | 14 qtrssince 2019-Q2 | Increased 55 |
Philip Morris International Inc. | 84.9M | $7B | 1.6% | $57.34 | +21.37% | 14 qtrssince 2019-Q2 | Increased 51 |
Thermo Fisher Scientific Inc | 13.5M | $6.8B | 1.5% | $296.72 | +68.86% | 14 qtrssince 2019-Q2 | Decreased 0 |
CANADIAN NAT RES LTD | 140M | $6.5B | 1.5% | $14.18 | +39.96% | 14 qtrssince 2019-Q2 | Increased 50 |
CVS HEALTH CORP | 60.9M | $5.8B | 1.3% | $63.61 | +29.85% | 13 qtrssince 2019-Q3 | Increased 52 |
Alphabet Inc. | 59.6M | $5.7B | 1.3% | $71.15 | +33.87% | 14 qtrssince 2019-Q2 | Increased 81 |
CME Group Inc. | 31.2M | $5.5B | 1.2% | $148.49 | +0.37% | 14 qtrssince 2019-Q2 | Decreased 0 |
LOCKHEED MARTIN CORP | 12.4M | $4.8B | 1.1% | $315.72 | +10.07% | 14 qtrssince 2019-Q2 | Decreased 0 |
Caterpillar Inc | 29.1M | $4.8B | 1.1% | $186.86 | -17.63% | 14 qtrssince 2019-Q2 | Increased 54 |
Meta Platforms Inc | 32.4M | $4.4B | 1.0% | $207.99 | -35.39% | 14 qtrssince 2019-Q2 | Decreased 0 |
REGENERON PHARMACEUTICALS | 6.2M | $4.3B | 1.0% | $368.37 | +85.26% | 14 qtrssince 2019-Q2 | Decreased 0 |
PIONEER NAT RES CO | 19.1M | $4.1B | 0.9% | — | — | 14 qtrssince 2019-Q2 | Increased 49 |
Apple Inc. | 29.8M | $4.1B | 0.9% | $81.03 | +67.28% | 14 qtrssince 2019-Q2 | Increased 45 |
JPMorgan Chase & Co. | 39M | $4.1B | 0.9% | $94.31 | +0.56% | 14 qtrssince 2019-Q2 | Decreased 0 |
Capital World Investors manages $445.4B across 549 positions as of Q3 2022. Top holdings: TSLA (5.4%), MSFT (5.1%), UNH (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 24 new positions, 38 exits, 186 increased. Top move: TSLA (INCREASED, conviction 100). Portfolio: $445.4B across 549 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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