CGDV (CAPITAL GROUP DIVIDEND VALUE) is held by 99 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($3.1B), MORGAN STANLEY ($1.1B), RAYMOND JAMES FINANCIAL INC ($1.1B). Net institutional sentiment: Bullish.
99
Holders
Avg rating(17 Elite)
$15.2B
Total Value
76% (104)
Fund Consensus
75 buying - 24 selling
Smart Money Verdict71Positive Momentum (Unconfirmed)Single Source
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See how CGDV's score breaks down across 4 SEC sources
Held by 99 funds
17 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 71.9M(+13.2%) | $3.1B | 0.8% | +26.56% | 51 | |
Increased | 26.2M(+14.7%) | $1.1B | 0.1% | +24.11% | 36 | |
Increased | 25.8M(+9.5%) | $1.1B | 0.3% | +28.34% | 42 | |
Increased | 22.9M(+0.0%) | $974.2M | 0.2% | +80.80% | 38 | |
Increased | 20.8M(+10.5%) | $884.9M | 0.2% | +41.00% | 42 | |
Increased | 19.8M(+5.6%) | $842.6M | 0.5% | +42.95% | 47 | |
Increased | 19.1M(+16.8%) | $810.5M | 0.2% | +30.59% | 44 | |
Increased | 18.4M(+11.9%) | $781M | 0.8% | +29.32% | 50 | |
Increased | 17.9M(+7.0%) | $762M | 0.1% | +27.40% | 34 | |
Increased | 13.5M(+9.0%) | $572.9M | 0.8% | +41.34% | 48 | |
Increased | 13.5M(+30.5%) | $562.3M | 0.3% | +18.26% | 48 | |
Increased | 9.5M(+2.6%) | $402.8M | 0.1% | +40.99% | 32 | |
Increased | 9.3M(+2.3%) | $395.9M | 0.6% | +43.36% | 45 | |
Increased | 7.5M(+19.6%) | $318.2M | 0.1% | +24.73% | 37 | |
Increased | 6.1M(+27.9%) | $260.3M | 0.2% | +29.92% | 46 | |
Increased | 5.9M(+14.9%) | $249.2M | 0.9% | +36.53% | 50 | |
Decreased | 4.3M(-13.2%) | $181.7M | 0.5% | +55.16% | 0 | |
Increased | 3.8M(+6.8%) | $159.6M | 0.7% | +32.06% | 46 | |
Increased | 3.6M(+2.8%) | $154.8M | 0.9% | +36.05% | 44 | |
Increased | 2.6M(+11.3%) | $112.8M | 0.6% | +29.00% | 47 |
