Capital World Investors
Institutional investor · Portfolio as of Q4 2023
Top Holdings507 positions
Microsoft Corp. | 90.5M | $34B | 6.1% | $138.38 | +166.06% | 19 qtrssince 2019-Q2 | Increased 63 |
Broadcom Inc | 27.9M | $31.1B | 5.5% | $26.45 | +310.47% | 19 qtrssince 2019-Q2 | Decreased 0 |
Eli Lilly & Co. | 26.9M | $15.7B | 2.8% | $224.97 | +154.29% | 19 qtrssince 2019-Q2 | Increased 55 |
UnitedHealth Group Inc. | 28.9M | $15.2B | 2.7% | $226.09 | +119.43% | 19 qtrssince 2019-Q2 | Increased 54 |
Meta Platforms Inc | 38.1M | $13.5B | 2.4% | $215.05 | +63.03% | 19 qtrssince 2019-Q2 | Increased 56 |
Home Depot Inc. | 38.4M | $13.3B | 2.4% | $193.52 | +66.92% | 19 qtrssince 2019-Q2 | Decreased 0 |
Philip Morris International Inc. | 109.6M | $10.3B | 1.8% | $64.96 | +29.84% | 19 qtrssince 2019-Q2 | Decreased 0 |
Tesla Inc | 41M | $10.2B | 1.8% | $16.47 | +1408.36% | 19 qtrssince 2019-Q2 | Decreased 0 |
CANADIAN NAT RES LTD | 143.7M | $9.4B | 1.7% | $14.87 | +99.02% | 19 qtrssince 2019-Q2 | Decreased 0 |
Vertex Pharmaceuticals Incorporated | 21.8M | $8.9B | 1.6% | $267.94 | +51.86% | 19 qtrssince 2019-Q2 | Increased 60 |
Caterpillar Inc | 29M | $8.6B | 1.5% | $187.61 | +51.88% | 19 qtrssince 2019-Q2 | Increased 50 |
GILEAD SCIENCES INC | 83.4M | $6.8B | 1.2% | $61.10 | +21.72% | 19 qtrssince 2019-Q2 | Increased 51 |
Thermo Fisher Scientific Inc | 12.3M | $6.5B | 1.2% | $297.76 | +76.66% | 19 qtrssince 2019-Q2 | Decreased 0 |
Alphabet Inc. | 44.8M | $6.3B | 1.1% | $74.07 | +88.47% | 19 qtrssince 2019-Q2 | Decreased 0 |
Booking Holdings Inc | 1.7M | $6.1B | 1.1% | $81.49 | +70.08% | 19 qtrssince 2019-Q2 | Decreased 0 |
JPMorgan Chase & Co. | 34.3M | $5.8B | 1.0% | $101.87 | +57.46% | 19 qtrssince 2019-Q2 | Decreased 0 |
Netflix, Inc. | 11.7M | $5.7B | 1.0% | $31.91 | +52.57% | 19 qtrssince 2019-Q2 | Increased 50 |
NVIDIA Corp. | 11.5M | $5.7B | 1.0% | $32.82 | +50.44% | 10 qtrssince 2021-Q3 | Increased 58 |
SALESFORCE COM INC | 19.6M | $5.1B | 0.9% | $199.51 | +29.65% | 8 qtrssince 2022-Q1 | Increased 46 |
PFIZER INC | 173.4M | $5B | 0.9% | $29.24 | -17.71% | 19 qtrssince 2019-Q2 | Decreased 0 |
Capital World Investors manages $562.3B across 507 positions as of Q4 2023. Top holdings: MSFT (6.1%), AVGO (5.5%), LLY (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 30 new positions, 34 exits, 213 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $562.3B across 507 positions.
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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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