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 $1.68B 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 $248.28M 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 $258.61M, representing an estimated gain of +4.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed CGIE value among the investors covered in this analysis. Major shareholders include Bank Of New York Mellon Corp, Jones Financial Companies Lllp, Morgan Stanley, 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
175
Total Reported Value
$1.68B
Largest Holder
Bank Of New York Mellon Corp
Largest Position
$248.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
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 | 0.04% | 6,750,327 | $248,277,011 | $258,605,027 | +$10,328,016 | +4.16% | |
| Jones Financial Companies Lllp | 0.06% | 3,779,104 | $137,447,209 | $144,777,474 | +$7,330,265 | +5.33% | |
| Morgan Stanley | 0.01% | 2,963,632 | $109,002,385 | $113,536,742 | +$4,534,357 | +4.16% | |
| Cetera Investment Advisers | 0.09% | 2,762,255 | $101,595,743 | $105,821,989 | +$4,226,246 | +4.16% | |
| Ubs Group Ag | 0.02% | 2,657,130 | $97,729,241 | $101,794,650 | +$4,065,409 | +4.16% | |
| Lpl Financial Llc | 0.02% | 2,415,170 | $88,829,954 | $92,525,163 | +$3,695,209 | +4.16% | |
| Royal Bank Of Canada | 0.01% | 2,177,635 | $80,094,000 | $83,425,197 | +$3,331,197 | +4.16% | |
| Bank Of America Corp | 0.00% | 1,997,981 | $73,485,731 | $76,542,652 | +$3,056,921 | +4.16% | |
| Venturi Wealth Management, Llc | 2.56% | 1,795,643 | $66,043,701 | $68,791,083 | +$2,747,382 | +4.16% | |
| Capital Group Private Client Services, Inc. | 0.74% | 1,417,845 | $52,148,336 | $54,317,642 | +$2,169,306 | +4.16% | |
| Raymond James Financial Inc | 0.01% | 1,391,420 | $51,176,428 | $53,305,300 | +$2,128,872 | +4.16% | |
| Wells Fargo & Company/Mn | 0.01% | 1,069,903 | $39,351,033 | $40,987,984 | +$1,636,951 | +4.16% | |
| Envestnet Asset Management Inc | 0.01% | 1,019,559 | $37,499,389 | $39,059,305 | +$1,559,916 | +4.16% | |
| Osaic Holdings, Inc. | 0.04% | 823,566 | $30,292,896 | $31,550,813 | +$1,257,917 | +4.15% | |
| Merit Financial Group, Llc | 0.18% | 778,293 | $28,625,601 | $29,816,405 | +$1,190,804 | +4.16% | |
| Lvw Advisors, Llc | 2.11% | 662,732 | $24,375,283 | $25,389,263 | +$1,013,980 | +4.16% | |
| Commonwealth Equity Services, Llc | 0.03% | 641,480 | $23,593,630 | $24,575,099 | +$981,469 | +4.16% | |
| Stifel Financial Corp | 0.02% | 630,547 | $23,191,520 | $24,156,256 | +$964,736 | +4.16% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.07% | 617,011 | $22,564,741 | $23,637,691 | +$1,072,950 | +4.75% | |
| Linscomb Wealth, Inc. | 0.88% | 550,558 | $20,249,524 | $21,091,877 | +$842,353 | +4.16% | |
| Freedom Financial Partners Llc | 5.77% | 481,888 | $17,723,828 | $18,461,129 | +$737,301 | +4.16% | |
| Mml Investors Services, Llc | 0.03% | 435,313 | $16,010,829 | $16,676,841 | +$666,012 | +4.16% | |
| Strongbox Wealth, Llc | 3.98% | 380,063 | $13,978,717 | $14,560,214 | +$581,497 | +4.16% | |
| Sweeney & Michel, Llc | 3.52% | 350,716 | $13,393,858 | $13,435,930 | +$42,072 | +0.31% | |
| Kestra Advisory Services, Llc | 0.04% | 341,097 | $12,545,560 | $13,067,426 | +$521,866 | +4.16% | |
| Private Advisor Group, Llc | 0.06% | 339,193 | $12,475,528 | $12,994,484 | +$518,956 | +4.16% | |
| Stonebridge Financial Group, Llc | 0.90% | 323,726 | $11,906,642 | $12,401,943 | +$495,301 | +4.16% | |
| Baird Financial Group, Inc. | 0.01% | 290,625 | $10,689,188 | $11,133,844 | +$444,656 | +4.16% | |
| Evernest Financial Advisors, Llc | 2.08% | 269,804 | $9,923,402 | $10,336,191 | +$412,789 | +4.16% | |
| Bank Of Montreal | 0.00% | 266,637 | $9,806,903 | $10,214,863 | +$407,960 | +4.16% | |
| Valmark Advisers, Inc. | 0.08% | 204,118 | $7,507,447 | $7,819,761 | +$312,314 | +4.16% | |
| Bleakley Financial Group, Llc | 0.09% | 201,443 | $7,409,074 | $7,717,281 | +$308,207 | +4.16% | |
| Mendota Financial Group, Llc | 4.14% | 181,524 | $6,676,460 | $6,954,184 | +$277,724 | +4.16% | |
| Equity Wealth Partners, Llc | 2.40% | 181,307 | $6,668,471 | $6,945,871 | +$277,400 | +4.16% | |
| Nations Financial Group Inc | 0.30% | 173,409 | $6,378,015 | $6,643,299 | +$265,284 | +4.16% | |
| Kwb Wealth | 0.54% | 170,414 | $6,267,809 | $6,528,560 | +$260,751 | +4.16% | |
| Johnson Bixby & Associates, Llc | 0.63% | 153,507 | $5,645,992 | $5,880,853 | +$234,861 | +4.16% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 152,916 | $5,607,443 | $5,858,212 | +$250,769 | +4.47% | |
| Barnes Pettey Financial Advisors, Llc | 1.67% | 145,250 | $5,342,295 | $5,564,528 | +$222,233 | +4.16% | |
| Burton Enright Welch | 0.62% | 142,416 | $5,238,074 | $5,455,957 | +$217,883 | +4.16% | |
| Sovran Advisors, Llc | 0.38% | 142,186 | $5,145,711 | $5,447,146 | +$301,435 | +5.86% | |
| D.A. Davidson & Co. | 0.03% | 137,629 | $5,061,995 | $5,272,567 | +$210,572 | +4.16% | |
| Confluence Wealth Services, Inc. | 0.14% | 136,091 | $5,005,427 | $5,213,646 | +$208,219 | +4.16% | |
| Greykasell Wealth Strategies, Inc. | 1.81% | 135,930 | $4,999,522 | $5,207,478 | +$207,956 | +4.16% | |
| Roehl & Yi Investment Advisors, Llc | 1.60% | 132,491 | $4,873,008 | $5,075,730 | +$202,722 | +4.16% | |
| &Partners | 0.02% | 127,894 | $4,703,928 | $4,899,619 | +$195,691 | +4.16% | |
| Davenport & Co Llc | 0.02% | 117,369 | $4,316,816 | $4,496,406 | +$179,590 | +4.16% | |
| Rockefeller Capital Management L.P. | 0.01% | 117,298 | $4,314,255 | $4,493,686 | +$179,431 | +4.16% | |
| Kingsview Wealth Management, Llc | 0.06% | 119,650 | $4,046,578 | $4,583,792 | +$537,214 | +13.28% | |
| Security Financial Services, Inc. | 0.54% | 106,497 | $3,916,960 | $4,079,900 | +$162,940 | +4.16% |
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.