CGGO Institutional Ownership & Shareholders
CAP GROUP GLOBAL GROWTH (CGGO) is currently held by 444 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.50B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Capital Group Private Client Services, Inc. is currently the largest disclosed institutional shareholder of CGGO tracked by InsiderSet, reporting ownership valued at approximately $1.05B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $928.31M, representing an estimated loss of -11.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed CGGO value among the investors covered in this analysis. Major shareholders include Capital Group Private Client Services, Inc., Lpl Financial Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in CAP GROUP GLOBAL GROWTH (CGGO).
This page ranks the largest institutional CGGO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
444
Total Reported Value
$8.50B
Largest Holder
Capital Group Private Client Services, Inc.
Largest Position
$1.05B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc. | 14.78% | 24,774,736 | $1,048,714,776 | $928,309,358 | -$120,405,418 | -11.48% | |
| Lpl Financial Llc | 0.17% | 18,115,822 | $766,842,725 | $678,799,850 | -$88,042,875 | -11.48% | |
| Raymond James Financial Inc | 0.17% | 14,975,499 | $633,912,897 | $561,131,948 | -$72,780,949 | -11.48% | |
| Morgan Stanley | 0.03% | 13,059,538 | $552,810,311 | $489,340,889 | -$63,469,422 | -11.48% | |
| Envestnet Asset Management Inc | 0.13% | 12,938,991 | $547,707,498 | $484,823,993 | -$62,883,505 | -11.48% | |
| Cetera Investment Advisers | 0.34% | 8,838,361 | $374,127,845 | $331,173,387 | -$42,954,458 | -11.48% | |
| Wells Fargo & Company/Mn | 0.06% | 8,781,261 | $371,710,785 | $329,033,850 | -$42,676,935 | -11.48% | |
| Jones Financial Companies Lllp | 0.11% | 6,460,417 | $266,113,672 | $242,071,825 | -$24,041,847 | -9.03% | |
| Forge Financial Services Llc | 20.97% | 5,752,864 | $243,518,482 | $215,559,814 | -$27,958,668 | -11.48% | |
| Commonwealth Equity Services, Llc | 0.29% | 5,537,196 | $220,269,671 | $207,478,734 | -$12,790,937 | -5.81% | |
| Ubs Group Ag | 0.03% | 4,801,489 | $203,247,030 | $179,911,793 | -$23,335,237 | -11.48% | |
| Osaic Holdings, Inc. | 0.24% | 4,782,747 | $202,475,740 | $179,209,530 | -$23,266,210 | -11.49% | |
| Royal Bank Of Canada | 0.03% | 3,997,091 | $169,198,000 | $149,771,000 | -$19,427,000 | -11.48% | |
| Bank Of America Corp | 0.01% | 3,892,017 | $164,749,094 | $145,833,877 | -$18,915,217 | -11.48% | |
| Mml Investors Services, Llc | 0.30% | 3,510,585 | $148,603,051 | $131,541,620 | -$17,061,431 | -11.48% | |
| Sei Investments Co | 0.08% | 2,181,653 | $92,349,380 | $81,746,538 | -$10,602,842 | -11.48% | |
| Kestra Advisory Services, Llc | 0.24% | 2,163,698 | $86,071,905 | $81,073,764 | -$4,998,141 | -5.81% | |
| &Partners | 0.31% | 1,805,738 | $76,487,368 | $67,661,003 | -$8,826,365 | -11.54% | |
| Newedge Advisors, Llc | 0.22% | 1,713,417 | $72,528,994 | $64,201,735 | -$8,327,259 | -11.48% | |
| Wealth Enhancement Advisory Services, Llc | 0.10% | 1,693,634 | $66,509,004 | $63,460,466 | -$3,048,538 | -4.58% | |
| Financial Council, Llc | 20.45% | 1,627,950 | $64,759,869 | $60,999,287 | -$3,760,583 | -5.81% | |
| Baird Financial Group, Inc. | 0.08% | 1,438,602 | $60,896,023 | $53,904,417 | -$6,991,606 | -11.48% | |
| Arlington Financial Advisors, Llc | 7.57% | 1,515,156 | $60,272,906 | $56,772,895 | -$3,500,011 | -5.81% | |
| Assetmark, Inc | 0.09% | 1,386,871 | $55,169,728 | $51,966,056 | -$3,203,672 | -5.81% | |
| Stifel Financial Corp | 0.04% | 1,246,791 | $52,776,759 | $46,717,259 | -$6,059,500 | -11.48% | |
| Focus Partners Wealth | 0.05% | 1,227,797 | $51,972,656 | $46,005,554 | -$5,967,102 | -11.48% | |
| Janney Montgomery Scott Llc | 0.10% | 1,215,633 | $51,458,000 | $45,549,769 | -$5,908,231 | -11.48% | |
| Benjamin Edwards Inc | 0.45% | 1,175,063 | $49,739,696 | $44,029,611 | -$5,710,085 | -11.48% | |
| Susquehanna International Group, Llp | 0.04% | 1,123,024 | $47,537,606 | $42,079,709 | -$5,457,897 | -11.48% | |
| Lvw Advisors, Llc | 3.44% | 1,020,330 | $40,588,742 | $38,231,765 | -$2,356,977 | -5.81% | |
| Captrust Financial Advisors | 0.06% | 951,959 | $40,296,409 | $35,669,904 | -$4,626,505 | -11.48% | |
| Valmark Advisers, Inc. | 0.43% | 951,110 | $40,260,467 | $35,638,092 | -$4,622,375 | -11.48% | |
| St Germain D J Co Inc | 1.37% | 899,846 | $38,090,481 | $33,717,230 | -$4,373,251 | -11.48% | |
| Jpmorgan Chase & Co | 0.00% | 824,739 | $34,523,577 | $30,902,970 | -$3,620,607 | -10.49% | |
| Private Advisor Group, Llc | 0.15% | 796,605 | $33,720,276 | $29,848,789 | -$3,871,487 | -11.48% | |
| J. Derek Lewis & Associates Inc. | 5.80% | 725,248 | $30,699,796 | $27,175,043 | -$3,524,753 | -11.48% | |
| D.A. Davidson & Co. | 0.16% | 753,460 | $29,972,663 | $28,232,146 | -$1,740,517 | -5.81% | |
| Bip Wealth, Llc | 0.77% | 713,902 | $28,399,024 | $26,749,908 | -$1,649,116 | -5.81% | |
| Wealth Science Advisors Llc | 11.65% | 696,356 | $27,701,026 | $26,092,459 | -$1,608,567 | -5.81% | |
| Reliant Wealth Planning | 7.60% | 653,161 | $27,648,305 | $24,473,943 | -$3,174,362 | -11.48% | |
| Beacon Pointe Advisors, Llc | 0.13% | 651,051 | $27,558,993 | $24,394,881 | -$3,164,112 | -11.48% | |
| Bleakley Financial Group, Llc | 0.33% | 606,746 | $25,683,553 | $22,734,773 | -$2,948,780 | -11.48% | |
| Lifegoal Investments, Llc | 7.08% | 583,487 | $23,211,123 | $21,863,258 | -$1,347,865 | -5.81% | |
| Harbour Investments, Inc. | 0.28% | 485,120 | $20,535,146 | $18,177,446 | -$2,357,700 | -11.48% | |
| Stephens Inc | 0.23% | 479,981 | $20,317,578 | $17,984,888 | -$2,332,690 | -11.48% | |
| Corient Private Wealth Llc | 0.03% | 478,630 | $20,260,408 | $17,934,266 | -$2,326,142 | -11.48% | |
| Stonebridge Financial Group, Llc | 1.49% | 507,591 | $20,191,965 | $19,019,435 | -$1,172,530 | -5.81% | |
| Ergawealth Advisors, Inc. | 7.80% | 496,834 | $19,764,048 | $18,616,370 | -$1,147,678 | -5.81% | |
| Apollon Wealth Management, Llc | 0.23% | 492,470 | $19,590,469 | $18,452,851 | -$1,137,618 | -5.81% | |
| Natixis Advisors, Llc | 0.02% | 450,582 | $19,073,000 | $16,883,308 | -$2,189,692 | -11.48% |
Frequently asked questions about CGGO
Who are the largest institutional holders of CGGO?
The largest institutional holders of CGGO reported in the latest SEC Form 13F filings include Capital Group Private Client Services, Inc., Lpl Financial Llc, Raymond James Financial Inc, Morgan Stanley, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported CGGO position.
What is CGGO institutional ownership?
This page tracks CGGO positions reported by institutional investment managers through SEC Form 13F. CAP GROUP GLOBAL GROWTH (CGGO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGGO?
InsiderSet currently tracks 444 institutional managers reporting CGGO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CGGO shareholders.
How much CGGO stock do institutions own?
Institutional investment managers disclosed approximately $8.50B in CGGO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGGO institutional ownership last updated?
The latest CGGO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CGGO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CGGO position after the reporting date.
Are institutions buying or selling CGGO?
Institutional buying and selling can be analyzed by comparing CGGO positions across consecutive 13F reporting periods. InsiderSet's CGGO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGGO ownership changes.
How has CGGO institutional ownership changed over time?
InsiderSet tracks CGGO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.