Capital World Investors
Institutional investor · Portfolio as of Q3 2023
Top Holdings511 positions
MICROSOFT CORP | 88.6M | $28B | 5.5% | $133.45 | +131.19% | 18 qtrssince 2019-Q2 | Increased 64 |
BROADCOM INC | 28.3M | $23.5B | 4.7% | $26.45 | +204.02% | 18 qtrssince 2019-Q2 | Increased 59 |
UNITEDHEALTH GROUP INC | 28.9M | $14.5B | 2.9% | $226.00 | +109.50% | 18 qtrssince 2019-Q2 | Decreased 0 |
ELI LILLY & CO | 26.9M | $14.4B | 2.9% | $223.81 | +135.10% | 18 qtrssince 2019-Q2 | Decreased 0 |
HOME DEPOT INC | 38.8M | $11.7B | 2.3% | $193.52 | +44.57% | 18 qtrssince 2019-Q2 | Decreased 0 |
FACEBOOK INC-CLASS A | 37.1M | $11.1B | 2.2% | $211.66 | +40.49% | 18 qtrssince 2019-Q2 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 117.4M | $10.9B | 2.2% | $64.96 | +26.02% | 18 qtrssince 2019-Q2 | Increased 55 |
TESLA INC | 41.1M | $10.3B | 2.0% | $16.47 | +1418.93% | 18 qtrssince 2019-Q2 | Decreased 0 |
CANADIAN NAT RES LTD | 148.6M | $9.6B | 1.9% | $14.87 | +94.13% | 18 qtrssince 2019-Q2 | Decreased 0 |
CATERPILLAR INC | 28.9M | $7.9B | 1.6% | $187.29 | +39.75% | 18 qtrssince 2019-Q2 | Increased 50 |
THERMO FISHER SCIENTIFIC INC | 12.8M | $6.5B | 1.3% | $297.76 | +68.35% | 18 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL C | 49M | $6.5B | 1.3% | $74.07 | +76.33% | 18 qtrssince 2019-Q2 | Decreased 0 |
VERTEX PHARMACEUTICALS INC | 18M | $6.3B | 1.2% | $238.39 | +45.87% | 18 qtrssince 2019-Q2 | Increased 52 |
GILEAD SCIENCES INC | 81.7M | $6.1B | 1.2% | $60.84 | +12.07% | 18 qtrssince 2019-Q2 | Increased 51 |
PFIZER INC | 182.2M | $6B | 1.2% | $29.24 | -6.45% | 18 qtrssince 2019-Q2 | Decreased 0 |
BOOKING HOLDINGS INC | 1.8M | $5.7B | 1.1% | $81.49 | +47.87% | 18 qtrssince 2019-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 37.3M | $5.4B | 1.1% | $101.87 | +33.26% | 18 qtrssince 2019-Q2 | Decreased 0 |
APPLIED MATERIALS INC | 36.8M | $5.1B | 1.0% | $101.85 | +32.92% | 18 qtrssince 2019-Q2 | Increased 50 |
APPLE INC | 28.7M | $4.9B | 1.0% | $102.13 | +65.41% | 18 qtrssince 2019-Q2 | Decreased 0 |
HALLIBURTON CO | 121.1M | $4.9B | 1.0% | $21.23 | +78.12% | 13 qtrssince 2020-Q3 | Increased 48 |
Capital World Investors manages $504.8B across 511 positions as of Q3 2023. Top holdings: MSFT (5.5%), AVGO (4.7%), UNH (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 33 new positions, 24 exits, 213 increased. Top move: MSFT (INCREASED, conviction 64). Portfolio: $504.8B across 511 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR