Capital International Investors

Los Angeles, CA · CIK 1562230 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$483.6bn reported value +13.4% vs Q1 2026

446positions

31.4%in top 10

51 new 206 added 179 reduced 43 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

CAPITAL RESEARCH & MANAGEMENT CO – reports through this filing
Capital Group Companies, Inc. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BROADCOM INC COM AVGO	AVGO	81,822,766	$30.9bn6.39%	6.39%	Reduced -2.2m	-2,224,023 -2.6%
2	MICROSOFT CORP COM MSFT	MSFT	53,774,299	$20.1bn4.15%	4.15%	Reduced -1.1m	-1,063,223 -1.9%
3	NVIDIA CORPORATION COM NVDA	NVDA	92,952,010	$18.6bn3.85%	3.85%	Reduced -4.7m	-4,731,254 -4.8%
4	ALPHABET INC CAP STK CL C GOOG	GOOG	42,042,459	$14.9bn3.07%	3.07%	Reduced -3.8m	-3,787,965 -8.3%
5	PHILIP MORRIS INTL INC COM PM	PM	72,252,261	$13.1bn2.70%	2.70%	Reduced -509.1k	-509,051 -0.7%
6	MICRON TECHNOLOGY INC COM MU	MU	10,384,128	$12.0bn2.48%	2.48%	Added +1.5m	+1,452,513 16.3%
7	APPLE INC COM AAPL	AAPL	37,238,709	$10.8bn2.23%	2.23%	Added +942.2k	+942,160 2.6%
8	KLA CORP COM NEW KLAC	KLAC	35,558,216	$10.7bn2.21%	2.21%	Added +8.3m	+8,276,836 30.3%
9	META PLATFORMS INC CL A META	META	18,612,353	$10.5bn2.17%	2.17%	Added +831.6k	+831,554 4.7%
10	AMAZON COM INC COM AMZN	AMZN	43,113,914	$10.3bn2.12%	2.12%	Reduced -820.2k	-820,157 -1.9%
11	WELLTOWER INC COM WELL	WELL	39,500,055	$9.0bn1.85%	1.85%	Added +3.7m	+3,682,689 10.3%
12	VISA INC COM CL A V	V	24,443,349	$8.4bn1.73%	1.73%	Added +733.8k	+733,786 3.1%
13	ROYAL CARIBBEAN GROUP COM RCL	RCL	24,493,815	$7.8bn1.61%	1.61%	Reduced -557.6k	-557,582 -2.2%
14	AMPHENOL CORP CL A APH	APH	43,036,258	$7.6bn1.57%	1.57%	Added +7.7m	+7,702,416 21.8%
15	ALPHABET INC CAP STK CL A GOOGL	GOOGL	20,235,313	$7.2bn1.50%	1.50%	Reduced -5.2m	-5,223,401 -20.5%
16	ELI LILLY & CO COM LLY	LLY	5,734,768	$6.9bn1.42%	1.42%	Reduced -381.9k	-381,924 -6.2%
17	GE AEROSPACE COM NEW GE	GE	18,310,646	$6.8bn1.42%	1.42%	Reduced -908.8k	-908,763 -4.7%
18	TRANSDIGM GROUP INC COM TDG	TDG	5,062,682	$6.7bn1.39%	1.39%	Reduced -432.0k	-432,013 -7.9%
19	ASTRAZENECA PLC ORD AZN	AZN	34,576,070	$6.5bn1.34%	1.34%	Added +183.1k	+183,057 0.5%
20	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	54,893,641	$6.3bn1.30%	1.30%	Added +4.8m	+4,833,553 9.7%
21	MASTERCARD INCORPORATED CL A MA	MA	10,973,547	$5.6bn1.17%	1.17%	Added +292.6k	+292,580 2.7%
22	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	11,676,869	$5.5bn1.15%	1.15%	Added +370.2k	+370,216 3.3%
23	INTEL CORP COM INTC	INTC	38,567,084	$5.4bn1.11%	1.11%	Added +31.4m	+31,386,582 437.1%
24	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	2,439,219	$4.8bn0.99%	0.99%	Added +671.8k	+671,772 38.0%
25	TRUIST FINL CORP COM TFC	TFC	93,340,762	$4.7bn0.96%	0.96%	Added +8.8m	+8,827,825 10.4%
26	RTX CORPORATION COM RTX	RTX	22,098,385	$4.2bn0.87%	0.87%	Reduced -1.8m	-1,811,994 -7.6%
27	JPMORGAN CHASE & CO COM JPM	JPM	12,663,449	$4.1bn0.86%	0.86%	Added +58.3k	+58,280 0.5%
28	DEERE & CO COM DE	DE	6,410,022	$4.1bn0.84%	0.84%	Added +4.7m	+4,706,513 276.3%
29	ABBVIE INC COM ABBV	ABBV	15,638,631	$3.9bn0.81%	0.81%	Added +1.2m	+1,219,638 8.5%
30	TOTALENERGIES SE ACT TTE	TTE	47,370,538	$3.7bn0.76%	0.76%	Reduced -5.1m	-5,123,078 -9.8%
31	FTAI AVIATION LTD SHS FTAI	FTAI	12,382,822	$3.3bn0.69%	0.69%	Added +551.6k	+551,595 4.7%
32	KKR & CO INC COM KKR	KKR	36,389,402	$3.3bn0.69%	0.69%	Added +1.3m	+1,255,361 3.6%
33	UNITEDHEALTH GROUP INC COM UNH	UNH	7,789,028	$3.2bn0.67%	0.67%	Reduced -1.2m	-1,212,284 -13.5%
34	MERCADOLIBRE INC COM MELI	MELI	1,873,498	$3.2bn0.66%	0.66%	Added +135.9k	+135,939 7.8%
35	ABBOTT LABS COM ABT	ABT	34,654,113	$3.1bn0.65%	0.65%	Reduced -2.8m	-2,844,114 -7.6%
36	CONSTELLATION ENERGY CORP COM CEG	CEG	12,657,149	$3.1bn0.65%	0.65%	Added +1.0m	+1,048,362 9.0%
37	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	49,134,401	$3.0bn0.63%	0.63%	Added +318.8k	+318,831 0.7%
38	MICROSTRATEGY INC CL A NEW MSTR	MSTR	34,902,002	$3.0bn0.63%	0.63%	Added +3.5m	+3,460,241 11.0%
39	PUBLIC STORAGE COM PSA	PSA	9,498,439	$3.0bn0.63%	0.63%	Added +3.1m	+3,134,621 49.3%
40	CONOCOPHILLIPS COM COP	COP	28,905,122	$3.0bn0.62%	0.62%	Reduced -2.2m	-2,210,425 -7.1%
41	NORTHROP GRUMMAN CORP COM NOC	NOC	5,852,674	$3.0bn0.62%	0.62%	Reduced -1.2m	-1,243,791 -17.5%
42	DANAHER CORPORATION COM DHR	DHR	15,504,420	$3.0bn0.61%	0.61%	Added +1.5m	+1,489,707 10.6%
43	MONDELEZ INTL INC CL A MDLZ	MDLZ	50,549,498	$2.9bn0.61%	0.61%	Added +529.7k	+529,676 1.1%
44	PAYCHEX INC COM PAYX	PAYX	28,840,445	$2.8bn0.59%	0.59%	Reduced -1.1m	-1,108,241 -3.7%
45	AIR PRODS & CHEMS INC COM APD	APD	9,567,173	$2.8bn0.58%	0.58%	Reduced -368.5k	-368,505 -3.7%
46	BANK AMERICA CORP COM BAC	BAC	48,225,217	$2.7bn0.57%	0.57%	Added +1.4m	+1,353,479 2.9%
47	YUM BRANDS INC COM YUM	YUM	16,961,198	$2.7bn0.56%	0.56%	Added +135.3k	+135,269 0.8%
48	CLOUDFLARE INC CL A COM NET	NET	10,981,005	$2.7bn0.56%	0.56%	Added +87.8k	+87,840 0.8%
49	CISCO SYS INC COM CSCO	CSCO	22,677,729	$2.7bn0.55%	0.55%	New
50	MARSH & MCLENNAN COS INC COM MRSH	MRSH	15,729,457	$2.6bn0.54%	0.54%	Added +15.6k	+15,604 0.1%
51	COSTCO WHSL CORP NEW COM COST	COST	2,770,728	$2.6bn0.54%	0.54%	Added +21.2k	+21,187 0.8%
52	BARRICK MNG CORP COM SHS B	B	65,544,397	$2.4bn0.50%	0.50%	Added +1.2m	+1,234,561 1.9%
53	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	4,695,144	$2.3bn0.48%	0.48%	Reduced -430.9k	-430,933 -8.4%
54	LINDE PLC SHS LIN	LIN	4,433,510	$2.3bn0.48%	0.48%	Reduced -1.0m	-1,008,137 -18.5%
55	EXXON MOBIL CORP COM XOM	XOM	15,994,171	$2.2bn0.45%	0.45%	Added +48.5k	+48,477 0.3%
56	RYANAIR HOLDINGS PLC SPONSORED ADR RYAAY	RYAAY	32,101,016	$2.1bn0.43%	0.43%	Added +101.4k	+101,426 0.3%
57	ROYALTY PHARMA PLC SHS CLASS A RPRX	RPRX	35,273,770	$2.0bn0.41%	0.41%	Added +268.0k	+268,034 0.8%
58	MERCK & CO INC COM MRK	MRK	15,386,689	$2.0bn0.41%	0.41%	Added +14.5m	+14,516,428 1668.0%
59	CENTERPOINT ENERGY INC COM CNP	CNP	44,148,583	$1.9bn0.40%	0.40%	Added +8.1m	+8,063,454 22.4%
60	METTLER TOLEDO INTERNATIONAL COM MTD	MTD	1,521,543	$1.9bn0.40%	0.40%	Added +440.8k	+440,772 40.8%
61	DELTA AIR LINES INC DEL COM NEW DAL	DAL	20,689,945	$1.9bn0.40%	0.40%	Added +119.7k	+119,654 0.6%
62	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	4,886,202	$1.8bn0.38%	0.38%	Added +931.8k	+931,790 23.6%
63	BURLINGTON STORES INC COM BURL	BURL	5,466,722	$1.7bn0.36%	0.36%	Reduced -702.1k	-702,063 -11.4%
64	PROGRESSIVE CORP COM PGR	PGR	7,704,091	$1.7bn0.35%	0.35%	Reduced -1.1m	-1,117,509 -12.7%
65	GE VERNOVA INC COM GEV	GEV	1,412,470	$1.7bn0.34%	0.34%	Reduced -232.0k	-231,964 -14.1%
66	CAPITAL GRP FIXED INCM ETF T MUNICIPAL HIGH I CGHM	CGHM	63,675,196	$1.6bn0.34%	0.34%	Added +3.7m	+3,674,367 6.1%
67	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	73,019,797	$1.6bn0.34%	0.34%	Added +20.9m	+20,923,144 40.2%
68	STARBUCKS CORP COM SBUX	SBUX	15,793,593	$1.6bn0.33%	0.33%	Added +1.8m	+1,780,300 12.7%
69	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	3,182,151	$1.6bn0.33%	0.33%	Reduced -706.6k	-706,575 -18.2%
70	CVS HEALTH CORP COM CVS	CVS	15,387,600	$1.6bn0.33%	0.33%	Reduced -4.6k	-4,622 -0.0%
71	CATERPILLAR INC COM CAT	CAT	1,450,769	$1.5bn0.32%	0.32%	Reduced -2.0m	-2,008,509 -58.1%
72	CARVANA CO CL A CVNA	CVNA	23,257,742	$1.5bn0.32%	0.32%	Added +6.6m	+6,617,827 39.8%
73	APPLOVIN CORP COM CL A APP	APP	2,968,827	$1.5bn0.32%	0.32%	Added +144.8k	+144,767 5.1%
74	WELLS FARGO CO NEW COM WFC	WFC	18,157,561	$1.5bn0.31%	0.31%	Added +877.8k	+877,848 5.1%
75	ONEOK INC NEW COM OKE	OKE	17,204,063	$1.5bn0.31%	0.31%	Added +4.1m	+4,087,240 31.2%
76	FAIR ISAAC CORP COM FICO	FICO	1,247,685	$1.5bn0.31%	0.31%	Added +538.6k	+538,565 76.0%
77	S&P GLOBAL INC COM SPGI	SPGI	3,630,191	$1.5bn0.31%	0.31%	Added +113.9k	+113,883 3.2%
78	BLACKROCK INC COM BLK	BLK	1,526,427	$1.5bn0.30%	0.30%	Added +46.5k	+46,478 3.1%
79	WATSCO INC COM WSO	WSO	3,485,525	$1.5bn0.30%	0.30%	Added +8.3k	+8,294 0.2%
80	LENNOX INTL INC COM LII	LII	2,482,381	$1.4bn0.29%	0.29%	Reduced -380.2k	-380,155 -13.3%
81	COHERENT CORP COM COHR	COHR	3,600,561	$1.4bn0.29%	0.29%	New
82	COCA COLA CO COM KO	KO	17,123,099	$1.4bn0.29%	0.29%	Reduced -455.9k	-455,866 -2.6%
83	CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU	CGMU	50,129,642	$1.4bn0.28%	0.28%	Added +3.4m	+3,414,937 7.3%
84	APPLIED MATLS INC COM AMAT	AMAT	1,898,077	$1.4bn0.28%	0.28%	Reduced -361.1k	-361,114 -16.0%
85	SEMPRA COM SRE	SRE	14,525,687	$1.3bn0.28%	0.28%	Reduced -4.2m	-4,228,861 -22.6%
86	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	7,216,244	$1.3bn0.27%	0.27%	Added +103.6k	+103,557 1.5%
87	MORGAN STANLEY COM NEW MS	MS	6,284,290	$1.3bn0.27%	0.27%	Reduced -873.0k	-873,020 -12.2%
88	ATMOS ENERGY CORP COM ATO	ATO	7,483,012	$1.3bn0.27%	0.27%	Added +156.2k	+156,234 2.1%
89	SALESFORCE INC COM CRM	CRM	8,152,033	$1.3bn0.26%	0.26%	Reduced -4.5m	-4,472,425 -35.4%
90	ITT INC COM ITT	ITT	6,130,535	$1.2bn0.25%	0.25%	Added +109.0k	+108,980 1.8%
91	BEIGENE LTD SPONSORED ADR ONC	ONC	4,210,221	$1.2bn0.25%	0.25%	Added +51.5k	+51,495 1.2%
92	CENOVUS ENERGY INC COM CVE	CVE	46,865,234	$1.2bn0.24%	0.24%	Reduced -793.0k	-792,984 -1.7%
93	WESTERN DIGITAL CORP COM WDC	WDC	1,803,588	$1.2bn0.24%	0.24%	New
94	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	22,961,587	$1.1bn0.23%	0.23%	Added +60.1k	+60,061 0.3%
95	CAPITAL GRP FIXED INCM ETF T CORE BOND ETF CGCB	CGCB	41,788,400	$1.1bn0.23%	0.23%	Added +11.9m	+11,931,191 40.0%
96	QUANTA SVCS INC COM PWR	PWR	1,467,376	$1.1bn0.22%	0.22%	Reduced -785.2k	-785,194 -34.9%
97	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	12,183,614	$1.0bn0.22%	0.22%	Added +3.1m	+3,064,392 33.6%
98	ALPHABET INC DEP SHS RP1/20 B GOOGL 6.25 05.15.29 B	GOOGL 6.25 05.15.29 B	20,724,794	$1.0bn0.22%	0.22%	New
99	HEICO CORP NEW COM HEI	HEI	2,888,020	$1.0bn0.21%	0.21%	Added +226.1k	+226,120 8.5%
100	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	30,126,283	$1.0bn0.21%	0.21%	Reduced -12.7m	-12,675,888 -29.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
REPUBLIC SVCS INC RSG	RSG	5,333,574	$1.2bn5.3m shares
ASCENDIS PHARMA A/S		1,958,843	$448.0m2.0m shares
FLUTTER ENTMT PLC FLUT	FLUT	3,553,062	$362.2m3.6m shares
BOEING CO BA 6 10.15.27	BA 6 10.15.27	5,153,445	$334.4m5.2m shares
GARTNER INC IT	IT	2,022,839	$320.3m2.0m shares
UBER TECHNOLOGIES INC UBER	UBER	3,124,656	$224.8m3.1m shares
CHARTER COMMUNICATIONS INC N CHTR	CHTR	1,001,011	$216.1m1.0m shares
TRANSUNION TRU	TRU	2,828,091	$195.7m2.8m shares
US FOODS HLDG CORP USFD	USFD	1,862,651	$171.8m1.9m shares
COPART INC CPRT	CPRT	5,011,050	$166.4m5.0m shares
BAKER HUGHES COMPANY BKR	BKR	2,127,857	$129.9m2.1m shares
QIAGEN NV QGEN	QGEN	2,436,169	$97.5m2.4m shares
EXTRA SPACE STORAGE INC EXR	EXR	739,070	$96.9m739.1k shares
CHURCHILL DOWNS INC CHDN	CHDN	981,809	$88.2m981.8k shares
TERNS PHARMACEUTICALS INC		1,424,504	$75.1m1.4m shares
LIMBACH HLDGS INC LMB	LMB	823,702	$64.3m823.7k shares
ATLASSIAN CORPORATION TEAM	TEAM	811,090	$55.4m811.1k shares
BROADRIDGE FINL SOLUTIONS IN BR	BR	297,785	$48.4m297.8k shares
NMI HLDGS INC NMIH	NMIH	1,150,000	$43.1m1.1m shares
NCR ATLEOS CORPORATION NATL	NATL	978,077	$42.6m978.1k shares
GLAUKOS CORP GKOS	GKOS	373,343	$40.2m373.3k shares
DATADOG INC DDOG	DDOG	322,570	$38.1m322.6k shares
SMURFIT WESTROCK PLC SW	SW	947,319	$37.8m947.3k shares
CLEARWATER ANALYTICS HLDGS I		1,260,099	$29.8m1.3m shares
FEDERAL SIGNAL CORP FSS	FSS	262,944	$28.4m262.9k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on. The largest 25 of 41.

Company	Ticker	Stake	Change	Schedule	Last filed
FTAI AVIATION LTD FTAI · 13G · filed 2026-05-14	FTAI	11.8%≈ $3.3bn	-1.7 pts	13G	2026-05-14
VAIL RESORTS INC MTN · 13G · filed 2026-05-14	MTN	11.4%≈ $553.7m	-2.0 pts	13G	2026-05-14
BBB FOODS INC TBBB · 13G · filed 2026-08-12	TBBB	11.3%≈ $366.9m	+2.6 pts	13G	2026-08-12
PAYMENTUS HOLDINGS INC PAY · 13G · filed 2026-05-14	PAY	10.9%≈ $166.1m	-2.9 pts	13G	2026-05-14
MICROSTRATEGY INC MSTR · 13G · filed 2026-05-14	MSTR	10.1%≈ $2.8bn	+2.3 pts	13G	2026-05-14
WATSCO INC WSO · 13G · filed 2026-05-14	WSO	10.1%≈ $1.5bn	-3.4 pts	13G	2026-05-14
TRANSDIGM GROUP INC TDG · 13G · filed 2026-05-14	TDG	9.9%≈ $7.4bn		13G	2026-05-14
ROYAL CARIBBEAN GROUP RCL · 13G · filed 2026-05-14	RCL	9.5%≈ $8.2bn	-4.1 pts	13G	2026-05-14
LOAR HOLDINGS INC LOAR · 13G · filed 2026-05-14	LOAR	9.5%≈ $719.8m	+1.7 pts	13G	2026-05-14
BURLINGTON STORES INC BURL · 13G · filed 2026-08-12	BURL	8.8%≈ $1.8bn	-1.2 pts	13G	2026-08-12
ROYALTY PHARMA PLC RPRX · 13G · filed 2026-05-14	RPRX	8.8%≈ $2.1bn	+1.1 pts	13G	2026-05-14
PAYCHEX INC PAYX · 13G · filed 2026-02-13	PAYX	8.6%≈ $3.0bn	+3.2 pts	13G	2026-02-13
UL SOLUTIONS INC ULS · 13G · filed 2026-05-14	ULS	8.4%≈ $664.2m	-2.6 pts	13G	2026-05-14
LENNOX INTL INC LII · 13G · filed 2026-02-13	LII	8.4%≈ $1.7bn	new	13G	2026-02-13
KLAVIYO INC KVYO · 13G · filed 2026-05-14	KVYO	8.0%≈ $176.7m	-1.3 pts	13G	2026-05-14
METTLER TOLEDO INTERNATIONAL MTD · 13G · filed 2026-08-12	MTD	7.9%≈ $2.0bn	+2.9 pts	13G	2026-08-12
HEMAB THERAPEUTICS HLDGS INC COAG · 13G · filed 2026-08-12	COAG	7.7%≈ $132.4m	new	13G	2026-08-12
YUM BRANDS INC YUM · 13G · filed 2026-02-13	YUM	7.2%≈ $3.2bn	+1.2 pts	13G	2026-02-13
SONIDA SENIOR LIVING INC SNDA · 13G · filed 2026-08-12	SNDA	7.0%≈ $134.3m	new	13G	2026-08-12
TRUIST FINL CORP TFC · 13G · filed 2026-05-14	TFC	7.0%≈ $4.3bn	-1.2 pts	13G	2026-05-14
CENTERPOINT ENERGY INC CNP · 13G · filed 2026-08-12	CNP	6.9%≈ $2.0bn	+1.7 pts	13G	2026-08-12
TRINITY INDS INC TRN · 13G · filed 2026-05-14	TRN	6.9%≈ $191.7m	-4.3 pts	13G	2026-05-14
ITT INC ITT · 13G · filed 2026-05-14	ITT	6.8%≈ $1.2bn		13G	2026-05-14
GLOBANT S A GLOB · 13G · filed 2026-05-14	GLOB	6.6%≈ $82.6m	+1.3 pts	13G	2026-05-14
RYANAIR HOLDINGS PLC-SP ADR RYAOF · 13G · filed 2026-05-14	RYAOF	6.5%	-1.3 pts	13G	2026-05-14