CAP GROUP INTL EQUITY (CGIE) Institutional Shareholders
CAP GROUP INTL EQUITY (CGIE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.43B in CGIE holdings during the latest filing period.
Bank Of New York Mellon Corp is currently the largest disclosed institutional shareholder of CGIE tracked by InsiderSet, reporting ownership valued at approximately $145.64M in its March 31, 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 $159.03M, representing an estimated gain of +9.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed CGIE value among the investors covered in this analysis. Major shareholders include Bank Of New York Mellon Corp, Morgan Stanley, Ubs Group Ag, and several other long-term asset managers with concentrated positions in CAP GROUP INTL EQUITY (CGIE).
This page ranks the largest institutional CGIE 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
164
Total Reported Value
$1.43B
Largest Holder
Bank Of New York Mellon Corp
Largest Position
$145.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of New York Mellon Corp | 0.03% | 4,306,342 | $145,640,475 | $159,033,210 | +$13,392,735 | +9.20% | |
| Morgan Stanley | 0.01% | 2,808,117 | $94,970,517 | $103,703,761 | +$8,733,244 | +9.20% | |
| Ubs Group Ag | 0.02% | 2,525,534 | $85,413,560 | $93,267,971 | +$7,854,411 | +9.20% | |
| Jones Financial Companies Lllp | 0.04% | 2,606,906 | $84,962,615 | $96,273,039 | +$11,310,424 | +13.31% | |
| Lpl Financial Llc | 0.02% | 2,382,421 | $80,573,480 | $87,982,808 | +$7,409,328 | +9.20% | |
| Cetera Investment Advisers | 0.08% | 2,356,485 | $79,696,319 | $87,024,991 | +$7,328,672 | +9.20% | |
| Royal Bank Of Canada | 0.01% | 2,025,906 | $68,516,000 | $74,816,709 | +$6,300,709 | +9.20% | |
| Venturi Wealth Management, Llc | 2.56% | 1,795,643 | $66,043,701 | $66,313,096 | +$269,395 | +0.41% | |
| Bank Of America Corp | 0.00% | 1,709,080 | $57,801,077 | $63,116,324 | +$5,315,247 | +9.20% | |
| Raymond James Financial Inc | 0.01% | 1,282,678 | $43,380,170 | $47,369,299 | +$3,989,129 | +9.20% | |
| Capital Group Private Client Services, Inc. | 0.71% | 1,246,919 | $42,170,797 | $46,048,719 | +$3,877,922 | +9.20% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 1,145,213 | $38,731,110 | $42,292,716 | +$3,561,606 | +9.20% | |
| Envestnet Asset Management Inc | 0.01% | 1,019,559 | $37,499,389 | $37,652,314 | +$152,925 | +0.41% | |
| Wells Fargo & Company/Mn | 0.01% | 1,062,422 | $35,931,095 | $39,235,244 | +$3,304,149 | +9.20% | |
| Merit Financial Group, Llc | 0.18% | 778,293 | $28,625,601 | $28,742,360 | +$116,759 | +0.41% | |
| Lvw Advisors, Llc | 2.11% | 662,732 | $24,375,283 | $24,474,693 | +$99,410 | +0.41% | |
| Commonwealth Equity Services, Llc | 0.03% | 641,480 | $23,593,630 | $23,689,856 | +$96,226 | +0.41% | |
| Linscomb Wealth, Inc. | 0.88% | 550,558 | $20,249,524 | $20,332,107 | +$82,583 | +0.41% | |
| Osaic Holdings, Inc. | 0.03% | 597,153 | $20,196,611 | $22,052,860 | +$1,856,249 | +9.19% | |
| Stifel Financial Corp | 0.02% | 594,622 | $20,110,115 | $21,959,390 | +$1,849,275 | +9.20% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.05% | 516,496 | $17,396,530 | $19,074,197 | +$1,677,667 | +9.64% | |
| Freedom Financial Partners Llc | 5.39% | 447,824 | $15,145,396 | $16,538,140 | +$1,392,744 | +9.20% | |
| Jane Street Group, Llc | 0.02% | 433,235 | $14,652,008 | $15,999,369 | +$1,347,361 | +9.20% | |
| Strongbox Wealth, Llc | 3.98% | 380,063 | $13,978,717 | $14,035,727 | +$57,010 | +0.41% | |
| Kestra Advisory Services, Llc | 0.04% | 341,097 | $12,545,560 | $12,596,712 | +$51,152 | +0.41% | |
| Private Advisor Group, Llc | 0.06% | 339,193 | $12,475,528 | $12,526,397 | +$50,869 | +0.41% | |
| Evernest Financial Advisors, Llc | 2.50% | 340,992 | $12,047,241 | $12,592,835 | +$545,594 | +4.53% | |
| Stonebridge Financial Group, Llc | 0.90% | 323,726 | $11,906,642 | $11,955,201 | +$48,559 | +0.41% | |
| Mml Investors Services, Llc | 0.03% | 345,949 | $11,699,979 | $12,775,897 | +$1,075,918 | +9.20% | |
| Sweeney & Michel, Llc | 3.42% | 324,312 | $11,620,101 | $11,976,842 | +$356,741 | +3.07% | |
| Bank Of Montreal | 0.00% | 273,636 | $9,254,365 | $10,105,377 | +$851,012 | +9.20% | |
| Baird Financial Group, Inc. | 0.01% | 262,628 | $8,882,079 | $9,698,852 | +$816,773 | +9.20% | |
| Mendota Financial Group, Llc | 4.14% | 181,524 | $6,676,460 | $6,703,681 | +$27,221 | +0.41% | |
| Equity Wealth Partners, Llc | 2.40% | 181,307 | $6,668,471 | $6,695,668 | +$27,197 | +0.41% | |
| Nations Financial Group Inc | 0.30% | 173,409 | $6,378,015 | $6,403,994 | +$25,979 | +0.41% | |
| Kwb Wealth | 0.54% | 170,414 | $6,267,809 | $6,293,389 | +$25,580 | +0.41% | |
| Bleakley Financial Group, Llc | 0.10% | 179,617 | $6,074,647 | $6,633,256 | +$558,609 | +9.20% | |
| Johnson Bixby & Associates, Llc | 0.63% | 153,507 | $5,645,992 | $5,669,014 | +$23,022 | +0.41% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 152,916 | $5,607,443 | $5,647,188 | +$39,745 | +0.71% | |
| Barnes Pettey Financial Advisors, Llc | 1.67% | 145,250 | $5,342,295 | $5,364,083 | +$21,788 | +0.41% | |
| Burton Enright Welch | 0.62% | 142,416 | $5,238,074 | $5,259,423 | +$21,349 | +0.41% | |
| Valmark Advisers, Inc. | 0.06% | 152,375 | $5,153,311 | $5,627,209 | +$473,898 | +9.20% | |
| Sovran Advisors, Llc | 0.38% | 142,186 | $5,145,711 | $5,250,929 | +$105,218 | +2.04% | |
| D.A. Davidson & Co. | 0.03% | 137,629 | $5,061,995 | $5,082,639 | +$20,644 | +0.41% | |
| Confluence Wealth Services, Inc. | 0.14% | 136,091 | $5,005,427 | $5,025,841 | +$20,414 | +0.41% | |
| &Partners | 0.02% | 131,603 | $4,470,416 | $4,860,099 | +$389,683 | +8.72% | |
| Greykasell Wealth Strategies, Inc. | 1.75% | 128,463 | $4,344,603 | $4,744,139 | +$399,536 | +9.20% | |
| Davenport & Co Llc | 0.02% | 117,369 | $4,316,816 | $4,334,437 | +$17,621 | +0.41% | |
| Kingsview Wealth Management, Llc | 0.06% | 119,650 | $4,046,578 | $4,418,675 | +$372,097 | +9.20% | |
| Rockefeller Capital Management L.P. | 0.01% | 119,357 | $4,036,677 | $4,407,854 | +$371,177 | +9.20% |
Frequently asked questions about CGIE
Who owns the most CGIE stock?
The largest holders of CGIE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAP GROUP INTL EQUITY (CGIE).
Is CGIE widely held by superinvestors?
Many widely followed stocks like CGIE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGIE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.