Capital Research and Management Company

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Capital Research and Management Company ✚
CRD #	110885
SEC #	801-8055
CIK #	0000017283
AUM	3,753.54 B (2026-05-29)
Employees	1,417 (28% Investors, 0% Brokers)
Phone	213-486-9200
Address	333 S Hope Street Los Angeles, CA 90071-1406
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]

Total AUM ($T) Copy

In the News
Tue, 09 Jun 2026	KT&G: "U.S. investor Capital Research and Management Company Increases stake from 5.6% to 7.2%" — PR Newswire
Mon, 08 Jun 2026	Capital Research And Management Company Cut Its Stake In Sk Hynix To 3.53% From 5.05% - Filing — TradingView
Mon, 08 Jun 2026	Press Release: KT&G: "U.S. Investor Capital Research and Management Company Increases Stake From 5.6% to 7.2%" — Moomoo

CIK	Period
0000017283	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0000017283

Sector	Form 13F Holdings	Value ($B)
	Broadcom Inc	99.0
	Microsoft Corp	79.6
	Nvidia Corp	74.2
	Facebook Inc	52.1
	Philip Morris International Inc	47.7
	Amazon Com Inc	44.7
	Alphabet Inc	43.1
	Lilly Eli & Co	43.0
	Alphabet Inc	38.0
	Apple Inc	32.7
	Vertex Pharmaceuticals Inc / Ma	23.3
	Royal Caribbean Cruises Ltd	20.5
	General Electric Co	19.9
	Starbucks Corp	19.8
	Tesla Motors Inc	19.8
	Micron Technology Inc	18.8
	Taiwan Semiconductor Manufacturing Co Ltd	18.4
	Canadian Natural Resources Ltd	18.2
	United Technologies Corp /DE/	16.9
	Visa Inc	16.9
	J P Morgan Chase & Co	16.5
	Netflix Inc	16.5
	Transdigm Group Inc	15.5
	Amgen Inc	15.4
	UnitedHealth Group Inc	14.7
	Mastercard Inc	14.5
	Astrazeneca PLC	13.8
	AbbVie Inc	13.5
	KLA Tencor Corp	11.7
	MercadoLibre Inc	11.7
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Type	Form D Funds	Date	AUM
Other	Capital Group American Balanced Fund Lux	2022-09-28	156.0 M
Other	Capital Group Global Screened Allocation Fund Lux	2022-09-28	411.4 M
Other	Capital Group Asian Horizon Fund Lux	2021-09-28	43.7 M
Other	Capital Group EUR Balanced Growth and Income Portfolio Lux	2021-09-28	7.5 M
Other	Capital Group EUR Conservative Income and Growth Portfolio Lux	2021-09-28	5.2 M
Other	Capital Group EUR Conservative Income Portfolio Lux	2021-09-28	4.8 M
Other	Capital Group EUR Moderate Global Growth Portfolio Lux	2021-09-28	6.6 M
Other	Capital Group European Opportunities Lux	2021-09-28	44.0 M
Other	Capital Group Global Total Return Bond Fund Lux	2021-09-28	100.0 M
Other	Capital Group New Economy Fund Lux	2020-09-28	440.6 M
View All

AUM Breakdown	Accounts	AUM ($T)
By Client Type
(a) Individuals (other than high net worth individuals)	20,458	0.0
(b) Individuals (high net worth individuals)	1,696	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	146	3.5
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	66	0.2
(g) Pension and profit sharing plans	9	0.0
(h) Charitable organizations	145	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	3	0.0
(m) Corporations or other businesses not listed above	296	0.0
(n) Other	14	0.0
Total	22,833	3.8
By Discretionary
Discretionary	22,833	3.8
Non-Discretionary	0	0.0
Total	22,833	3.8
By Non-United States Persons
Non-United States Persons		0.1
United States Persons		3.7
Total	22,833	3.8

Limited Partners	2011 - 2026
Alaska Division of Retirement and Benefits
San Diego County Employees Retirement Association

Form D Directors	Role	# Filings	# Firms
See Clarification See Clarification	Promoter	144	14
Hamish Forsyth	Director	7	2
Sinisa Vacic	Director	5	2
Laurentius Harrer	Director	4	2
Mark Brett	Director	4	2
Guido Caratsch	Director	4	2
Stephen Gosztony	Director	4	2
Luis Freitas de Oliveira	Director	4	2
Robert Ronus	Director	3	1
Thierry Vandeventer	Director	3	1
View All

EDGAR Form	CIK	2011 - 2026
13F-NT	[0000017283]
3	[0000017283]
4	[0000017283]

Firm Profile (Form ADV)
Discretionary AUM	$1,044.4B
Clients	134 (1 non-US)
Serves	Institutional, Retail
LEI	M02M7XSKLMK96MWKNF95

Form 3/4/5 Subject	2011 - 2026
Capital Group KKR US Equity plus
Capital Research & Management Co
Capital Group KKR Multi-Sector plus
Capital Group KKR Core Plus plus

Insider Transaction (Form 3/4/5)	Date	Action	Shares	Price	Value ($)
Capital Group KKR US Equity plus NONE Class R-6 Shares	2026-02-26	Grant	1,000	$10.00	10,000
Capital Group KKR US Equity plus NONE Class F-3 Shares	2026-02-26	Grant	9,995,000	$10.00	99,950,000
Capital Group KKR US Equity plus NONE Class F-2 Shares	2026-02-26	Grant	1,000	$10.00	10,000
Capital Group KKR US Equity plus NONE Class A-3 Shares	2026-02-26	Grant	1,000	$10.00	10,000
Capital Group KKR US Equity plus NONE Class A Shares	2026-02-26	Grant	1,000	$10.00	10,000
Capital Group KKR US Equity plus NONE Class A-2 Shares	2026-02-26	Grant	1,000	$10.00	10,000
Capital Group KKR Core Plus plus NONE Class F-3 Shares	2025-04-24	Grant	7,486,000	$10.00	74,860,000
Capital Group KKR Core Plus plus NONE Class F-2 Shares	2025-04-24	Grant	1,000	$10.00	10,000
Capital Group KKR Multi-Sector plus NONE Class A-2 Shares	2025-04-24	Grant	1,000	$10.00	10,000
Capital Group KKR Core Plus plus NONE Class A Shares	2025-04-24	Grant	1,000	$10.00	10,000
Capital Group KKR Core Plus plus NONE Class A-2 Shares	2025-04-24	Grant	1,000	$10.00	10,000
Capital Group KKR Multi-Sector plus NONE Class F-2 Shares	2025-04-24	Grant	1,000	$10.00	10,000
Capital Group KKR Multi-Sector plus NONE Class F-3 Shares	2025-04-24	Grant	7,486,000	$10.00	74,860,000
Capital Group KKR Multi-Sector plus NONE Class R-6 Shares	2025-04-24	Grant	1,000	$10.00	10,000
Capital Group KKR Multi-Sector plus NONE Class A Shares	2025-04-24	Grant	1,000	$10.00	10,000
Capital Group KKR Core Plus plus NONE Class R-6 Shares	2025-04-24	Grant	1,000	$10.00	10,000

Related Firms	State	AUM
Capital Research and Management Company ✚	CA	3,753.54 B
Capital International Inc ✚	CA	51.92 B
Capital Group Private Markets Inc ✚	CA
Capital Guardian Canada Inc ✚	CA
Capital Research Company ✚	CA

Comparable Firms	State	AUM
Charles Schwab Investment Management Inc ✚	CA	1,721.03 B
Edward D Jones & Co LP ✚	MO	1,013.61 B
Managed Account Advisors LLC ✚	NJ	994.99 B
Wells Fargo Clearing Services LLC ✚	MO	671.42 B
Dodge & Cox ✚	CA	466.56 B
US Bancorp Asset Management Inc ✚	MN	427.48 B
Fisher Asset Management LLC ✚	TX	386.67 B
Vanguard Advisers Inc ✚	PA	344.62 B
Wells Fargo Advisors Financial Network LLC ✚	MO	252.25 B
SBI Funds Management Limited ✚		219.93 B

Capital Research and Management Company

Assets, Funds, Holdings