CAP GROUP GLOBAL GROWTH (CGGO) Top Institutional Shareholders
CAP GROUP GLOBAL GROWTH (CGGO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $6.48B in CGGO holdings during the latest filing period.
Capital Group Private Client Services, Inc. is currently the largest disclosed institutional shareholder of CGGO tracked by InsiderSet, reporting ownership valued at approximately $788.97M 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 $969.36M, representing an estimated gain of +22.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% 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
405
Total Reported Value
$6.48B
Largest Holder
Capital Group Private Client Services, Inc.
Largest Position
$788.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
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. | 13.30% | 23,643,002 | $788,967,138 | $969,363,082 | +$180,395,944 | +22.86% | |
| Lpl Financial Llc | 0.15% | 16,997,437 | $567,204,443 | $696,894,917 | +$129,690,474 | +22.86% | |
| Raymond James Financial Inc | 0.14% | 13,649,623 | $455,487,909 | $559,634,543 | +$104,146,634 | +22.86% | |
| Envestnet Asset Management Inc | 0.11% | 12,066,556 | $402,660,969 | $494,728,796 | +$92,067,827 | +22.86% | |
| Morgan Stanley | 0.02% | 11,963,261 | $399,214,055 | $490,493,701 | +$91,279,646 | +22.86% | |
| Northwestern Mutual Wealth Management Co | 0.22% | 10,859,399 | $362,378,167 | $445,235,359 | +$82,857,192 | +22.86% | |
| Cetera Investment Advisers | 0.29% | 8,296,479 | $276,853,508 | $340,155,639 | +$63,302,131 | +22.86% | |
| Wells Fargo & Company/Mn | 0.05% | 7,235,449 | $241,446,936 | $296,653,409 | +$55,206,473 | +22.86% | |
| Forge Financial Services Llc | 19.70% | 5,827,389 | $194,459,751 | $238,922,949 | +$44,463,198 | +22.86% | |
| Commonwealth Equity Services, Llc | 0.26% | 5,560,105 | $185,540,692 | $227,964,305 | +$42,423,613 | +22.86% | |
| Jones Financial Companies Lllp | 0.08% | 5,426,564 | $176,695,874 | $222,489,124 | +$45,793,250 | +25.92% | |
| Ubs Group Ag | 0.03% | 4,353,614 | $145,280,099 | $178,498,174 | +$33,218,075 | +22.86% | |
| Royal Bank Of Canada | 0.03% | 4,065,492 | $135,666,000 | $166,685,172 | +$31,019,172 | +22.86% | |
| Bank Of America Corp | 0.01% | 4,009,228 | $133,787,925 | $164,378,348 | +$30,590,423 | +22.86% | |
| Osaic Holdings, Inc. | 0.19% | 3,800,231 | $126,828,933 | $155,809,471 | +$28,980,538 | +22.85% | |
| Mml Investors Services, Llc | 0.26% | 2,816,834 | $93,997,735 | $115,490,194 | +$21,492,459 | +22.86% | |
| Sei Investments Co | 0.06% | 1,963,172 | $65,511,140 | $80,490,052 | +$14,978,912 | +22.86% | |
| &Partners | 0.32% | 1,944,494 | $65,116,639 | $79,724,254 | +$14,607,615 | +22.43% | |
| Kestra Advisory Services, Llc | 0.20% | 1,565,128 | $52,228,307 | $64,170,248 | +$11,941,941 | +22.86% | |
| Financial Council, Llc | 20.06% | 1,558,410 | $52,004,129 | $63,894,810 | +$11,890,681 | +22.86% | |
| Arlington Financial Advisors, Llc | 7.02% | 1,477,118 | $49,291,428 | $60,561,838 | +$11,270,410 | +22.86% | |
| Wealth Enhancement Advisory Services, Llc | 0.10% | 1,392,172 | $47,125,022 | $57,079,052 | +$9,954,030 | +21.12% | |
| Baird Financial Group, Inc. | 0.06% | 1,179,162 | $39,348,636 | $48,345,642 | +$8,997,006 | +22.86% | |
| Stifel Financial Corp | 0.03% | 1,076,766 | $35,931,766 | $44,147,406 | +$8,215,640 | +22.86% | |
| Lvw Advisors, Llc | 3.40% | 1,044,217 | $34,845,533 | $42,812,897 | +$7,967,364 | +22.86% | |
| Captrust Financial Advisors | 0.06% | 987,300 | $32,946,212 | $40,479,300 | +$7,533,088 | +22.86% | |
| Jane Street Group, Llc | 0.03% | 960,000 | $32,035,200 | $39,360,000 | +$7,324,800 | +22.86% | |
| Benjamin Edwards Inc | 0.32% | 949,627 | $31,688,558 | $38,934,707 | +$7,246,149 | +22.87% | |
| Assetmark, Inc | 0.06% | 920,621 | $30,721,123 | $37,745,461 | +$7,024,338 | +22.86% | |
| St Germain D J Co Inc | 1.20% | 910,205 | $30,373,541 | $37,318,405 | +$6,944,864 | +22.86% | |
| Wealth Science Advisors Llc | 12.59% | 669,120 | $28,323,833 | $27,433,920 | -$889,913 | -3.14% | |
| Focus Partners Wealth | 0.03% | 846,270 | $28,240,037 | $34,697,070 | +$6,457,033 | +22.86% | |
| Valmark Advisers, Inc. | 0.33% | 841,093 | $28,067,260 | $34,484,813 | +$6,417,553 | +22.86% | |
| D.A. Davidson & Co. | 0.16% | 775,587 | $25,881,355 | $31,799,067 | +$5,917,712 | +22.86% | |
| Private Advisor Group, Llc | 0.12% | 745,203 | $24,867,453 | $30,553,323 | +$5,685,870 | +22.86% | |
| Kestra Investment Management, Llc | 0.41% | 716,897 | $23,922,848 | $29,392,777 | +$5,469,929 | +22.86% | |
| Bip Wealth, Llc | 0.97% | 715,977 | $23,892,153 | $29,355,057 | +$5,462,904 | +22.86% | |
| Lifegoal Investments, Llc | 10.40% | 536,940 | $22,728,649 | $22,014,540 | -$714,109 | -3.14% | |
| Beacon Pointe Advisors, Llc | 0.12% | 656,738 | $21,915,334 | $26,926,258 | +$5,010,924 | +22.86% | |
| Reliant Wealth Planning | 6.49% | 643,596 | $21,476,799 | $26,387,436 | +$4,910,637 | +22.86% | |
| J. Derek Lewis & Associates Inc. | 4.75% | 584,262 | $20,244,706 | $23,954,742 | +$3,710,036 | +18.33% | |
| Stonebridge Financial Group, Llc | 1.47% | 458,129 | $19,392,620 | $18,783,289 | -$609,331 | -3.14% | |
| Bleakley Financial Group, Llc | 0.28% | 534,077 | $17,822,148 | $21,897,157 | +$4,075,009 | +22.86% | |
| Corient Private Wealth Llc | 0.03% | 528,013 | $17,619,794 | $21,648,533 | +$4,028,739 | +22.86% | |
| Hightower Advisors, Llc | 0.02% | 527,754 | $17,611,131 | $21,637,914 | +$4,026,783 | +22.86% | |
| Prospera Financial Services Inc | 0.26% | 491,246 | $16,400,366 | $20,141,086 | +$3,740,720 | +22.81% | |
| Ergawealth Advisors, Inc. | 7.19% | 487,615 | $16,271,708 | $19,992,215 | +$3,720,507 | +22.86% | |
| Stephens Inc | 0.19% | 463,778 | $15,476,258 | $19,014,898 | +$3,538,640 | +22.86% | |
| Apollon Wealth Management, Llc | 0.25% | 452,270 | $15,092,243 | $18,543,070 | +$3,450,827 | +22.86% | |
| Harbour Investments, Inc. | 0.23% | 437,848 | $14,611,000 | $17,951,768 | +$3,340,768 | +22.86% |
Frequently asked questions about CGGO
Who owns the most CGGO stock?
The largest holders of CGGO 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 GLOBAL GROWTH (CGGO).
Is CGGO widely held by superinvestors?
Many widely followed stocks like CGGO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGGO 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.