13F Notebook
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Fund detail

Capital World Investors

capital-group, large-active, lo

Quarters 52
2022-06-30 $470.72B
Positions 563
2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30
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Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↓ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 HEICO CORP NEW HEI $454.7M 0.10% 3,467,508 +0 +0.00% 0.09% 2020-06-30 $131 ~$112 +17.09%
2 DUKE ENERGY CORP NEW DUK $410.6M 0.09% 3,830,000 +0 +0.00% 0.07% 2013-06-30 $107 ~$78 +36.83%
3 MORGAN STANLEY MS $373.8M 0.08% 4,914,772 +0 +0.00% 0.07% 2013-06-30 $76 ~$40 +90.70%
4 SVB FINANCIAL GROUP SIVBEUR $365.4M 0.08% 925,129 +0 +0.00% 0.09% 2013-06-30 $395 ~$218 +81.18%
5 ADIENT PLC $342.6M 0.07% 11,562,906 +0 +0.00% 0.08% 2020-12-31 $30 ~$43 -31.24%
6 ARGENX SE ARGX $280.1M 0.06% 739,392 +0 +0.00% 0.04% 2019-03-31 $379 ~$157 +142.03%
7 BECTON DICKINSON & CO BDX 6 06/01/23 B $279.3M 0.06% 5,647,202 +0 +0.00% 0.05% 2021-12-31 $49 ~$53 -6.24%
8 XPENG INC XPEV $271.9M 0.06% 8,565,120 +0 +0.00% 0.04% 2020-09-30 $32 ~$29 +7.66%
9 NVR INC NVR $261.1M 0.06% 65,196 +0 +0.00% 0.05% 2020-03-31 $4,004 ~$3,197 +25.25%
10 HUBBELL INC HUBB $232.7M 0.05% 1,303,000 +0 +0.00% 0.04% 2015-12-31 $179 ~$101 +76.74%
11 PUBLIC STORAGE PSA $230.8M 0.05% 738,000 +0 +0.00% 0.05% 2013-06-30 $313 ~$200 +56.11%
12 LENNAR CORP LEN $228.6M 0.05% 3,239,348 +0 +0.00% 0.05% 2013-06-30 $71 ~$49 +42.62%
13 COMFORT SYS USA INC FIX $194.3M 0.04% 2,336,939 +0 +0.00% 0.04% 2021-03-31 $83 ~$81 +2.95%
14 REGIONS FINANCIAL CORP NEW RF $188.8M 0.04% 10,069,900 +0 +0.00% 0.04% 2020-03-31 $19 ~$10 +90.16%
15 LAMAR ADVERTISING CO NEW LAMR $176.2M 0.04% 2,003,322 +0 +0.00% 0.04% 2014-12-31 $88 ~$54 +63.07%
16 BRISTOL-MYERS SQUIBB CO BMY $160.2M 0.03% 2,080,000 +0 +0.00% 0.03% 2013-06-30 $77 ~$51 +50.13%
17 NORTHERN OIL AND GAS INC MN NOG $152.9M 0.03% 6,054,000 +0 +0.00% 0.03% 2021-03-31 $25 ~$14 +76.49%
18 BALL CORP BALL $150.8M 0.03% 2,192,458 +0 +0.00% 0.03% 2021-03-31 $69 ~$89 -22.55%
19 BERKLEY W R CORP WRB $144.2M 0.03% 2,112,557 +0 +0.00% 0.02% 2013-06-30 $68 ~$23 +196.05%
20 HELEN OF TROY LTD $143.1M 0.03% 881,000 +0 +0.00% 0.03% 2020-12-31 $162 ~$221 -26.66%
21 SEACOAST BKG CORP FLA SBCF $137.3M 0.03% 4,156,901 +0 +0.00% 0.03% 2018-12-31 $33 ~$26 +25.22%
22 KEYCORP KEY $131.3M 0.03% 7,620,000 +0 +0.00% 0.03% 2013-06-30 $17 ~$15 +11.62%
23 TRUIST FINL CORP TFC $128.7M 0.03% 2,712,800 +0 +0.00% 0.03% 2019-12-31 $47 ~$57 -17.13%
24 ZURN WATER SOLUTIONS CORP ZWS $117.9M 0.03% 4,328,500 +0 +0.00% 0.03% 2021-12-31 $27 ~$36 -25.17%
25 SHOCKWAVE MED INC SWAVUSD $111.8M 0.02% 585,000 +0 +0.00% 0.02% 2019-03-31 $191 ~$36 +430.43%
26 POOL CORP POOL $111.6M 0.02% 317,700 +0 +0.00% 0.02% 2018-03-31 $351 ~$147 +138.54%
27 CDW CORP CDW $102.4M 0.02% 650,000 +0 +0.00% 0.02% 2013-09-30 $158 ~$23 +588.50%
28 SILK RD MED INC SILKUSD $101.6M 0.02% 2,791,630 +0 +0.00% 0.02% 2020-03-31 $36 ~$40 -9.38%
29 QUALCOMM INC QCOM $95.4M 0.02% 747,000 +0 +0.00% 0.02% 2014-03-31 $128 ~$65 +96.74%
30 SIMON PPTY GROUP INC NEW SPG $94.9M 0.02% 1,000,012 +0 +0.00% 0.02% 2013-06-30 $95 ~$156 -39.11%