CAP GROUP GLOBAL GROWTH (CGGO) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $8.44B 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 $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 $1.01B, representing an estimated loss of -3.66% 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

446

Total Reported Value

$8.44B

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

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Capital Group Private Client Services, Inc.14.78%24,774,736$1,048,714,776$1,010,313,734-$38,401,042-3.66%
Lpl Financial Llc0.17%18,115,822$766,842,725$738,763,221-$28,079,504-3.66%
Raymond James Financial Inc0.17%14,975,499$633,912,897$610,700,849-$23,212,048-3.66%
Morgan Stanley0.03%13,059,538$552,810,311$532,567,960-$20,242,351-3.66%
Envestnet Asset Management Inc0.13%12,938,991$547,707,498$527,652,053-$20,055,445-3.66%
Cetera Investment Advisers0.34%8,838,361$374,127,845$360,428,362-$13,699,483-3.66%
Wells Fargo & Company/Mn0.06%8,781,261$371,710,785$358,099,824-$13,610,961-3.66%
Jones Financial Companies Lllp0.11%6,460,417$266,113,672$263,455,805-$2,657,867-1.00%
Forge Financial Services Llc20.97%5,752,864$243,518,482$234,601,794-$8,916,688-3.66%
Commonwealth Equity Services, Llc0.29%5,512,320$233,336,505$224,792,410-$8,544,095-3.66%
Ubs Group Ag0.03%4,801,489$203,247,030$195,804,721-$7,442,309-3.66%
Osaic Holdings, Inc.0.24%4,782,747$202,475,740$195,040,423-$7,435,317-3.67%
Royal Bank Of Canada0.03%3,997,091$169,198,000$163,001,371-$6,196,629-3.66%
Bank Of America Corp0.01%3,892,017$164,749,094$158,716,453-$6,032,641-3.66%
Mml Investors Services, Llc0.30%3,510,585$148,603,051$143,161,656-$5,441,395-3.66%
Sei Investments Co0.08%2,181,653$92,349,380$88,967,809-$3,381,571-3.66%
Kestra Advisory Services, Llc0.27%1,995,334$84,462,504$81,369,721-$3,092,783-3.66%
&Partners0.31%1,805,738$76,487,368$73,637,996-$2,849,372-3.73%
Newedge Advisors, Llc0.22%1,713,417$72,528,994$69,873,145-$2,655,849-3.66%
Financial Council, Llc21.70%1,580,300$66,894,103$64,444,634-$2,449,469-3.66%
Arlington Financial Advisors, Llc7.85%1,459,504$61,780,804$59,518,573-$2,262,231-3.66%
Baird Financial Group, Inc.0.08%1,438,602$60,896,023$58,666,190-$2,229,833-3.66%
Wealth Enhancement Advisory Services, Llc0.10%1,445,862$59,280,340$58,962,252-$318,088-0.54%
Stifel Financial Corp0.04%1,246,791$52,776,759$50,844,137-$1,932,622-3.66%
Focus Partners Wealth0.05%1,227,797$51,972,656$50,069,562-$1,903,094-3.66%
Benjamin Edwards Inc0.45%1,175,063$49,739,696$47,919,069-$1,820,627-3.66%
Susquehanna International Group, Llp0.04%1,123,024$47,537,606$45,796,919-$1,740,687-3.66%
Assetmark, Inc0.08%1,122,260$47,505,266$45,765,763-$1,739,503-3.66%
Lvw Advisors, Llc3.49%955,271$40,436,637$38,955,951-$1,480,686-3.66%
Captrust Financial Advisors0.06%951,959$40,296,409$38,820,888-$1,475,521-3.66%
Valmark Advisers, Inc.0.43%951,110$40,260,467$38,786,266-$1,474,201-3.66%
St Germain D J Co Inc1.37%899,846$38,090,481$36,695,720-$1,394,761-3.66%
Jpmorgan Chase & Co0.00%824,739$34,523,577$33,632,856-$890,721-2.58%
Private Advisor Group, Llc0.15%796,605$33,720,276$32,485,552-$1,234,724-3.66%
D.A. Davidson & Co.0.18%768,466$32,529,191$31,338,043-$1,191,148-3.66%
J. Derek Lewis & Associates Inc.5.80%725,248$30,699,796$29,575,613-$1,124,183-3.66%
Bip Wealth, Llc0.83%691,401$29,266,986$28,195,333-$1,071,653-3.66%
Wealth Science Advisors Llc12.59%669,120$28,323,833$27,286,714-$1,037,119-3.66%
Reliant Wealth Planning7.60%653,161$27,648,305$26,635,906-$1,012,399-3.66%
Beacon Pointe Advisors, Llc0.13%651,051$27,558,993$26,549,860-$1,009,133-3.66%
Bleakley Financial Group, Llc0.33%606,746$25,683,553$24,743,102-$940,451-3.66%
Mcf Advisors Llc0.87%577,700$24,454,041$23,558,606-$895,435-3.66%
Integrated Wealth Concepts Llc0.11%552,691$23,395,480$22,538,739-$856,741-3.66%
Hightower Advisors, Llc0.02%548,777$23,229,749$22,379,126-$850,623-3.66%
Lifegoal Investments, Llc10.40%536,940$22,728,649$21,896,413-$832,236-3.66%
Corient Private Wealth Llc0.03%501,678$21,011,074$20,458,429-$552,645-2.63%
Ergawealth Advisors, Inc.8.14%495,244$20,963,674$20,196,050-$767,624-3.66%
Kwb Wealth1.77%488,425$20,675,031$19,917,972-$757,060-3.66%
Harbour Investments, Inc.0.28%485,120$20,535,146$19,783,194-$751,952-3.66%
Stephens Inc0.23%479,981$20,317,578$19,573,625-$743,953-3.66%

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.