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Capital Research and Management Company
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CRD # | 110885 |
SEC # | 801-8055 |
CIK # | 0000017283 |
AUM | $2,936.6 BB (2024-06-07) |
Employees | 1,331 (27% Investors, 0% Brokers) |
Phone | 213-486-9200 |
Address | 333 S Hope Street Los Angeles, CA 90071-1406 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($TT) |
---|
Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 104.0 | |
AVGO | 201.3 | 84.9 | |
META | 434.9 | 55.4 | |
AAPL | 2,382.8 | 35.0 | |
LLY | 301.8 | 34.9 | |
AMZN | 1,093.0 | 34.3 | |
GOOG | 1,482.6 | 32.5 | |
UNH | 477.0 | 30.1 | |
NVDA | 399.6 | 28.0 | |
PM | 158.8 | 27.7 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Capital Group American Balanced Fund Lux | 2022-09-28 | 156.0 | |
Other | Capital Group Global Screened Allocation Fund Lux | 2022-09-28 | 411.4 | |
Other | Capital Group Asian Horizon Fund Lux | 2021-09-28 | 43.7 | |
Other | Capital Group EUR Balanced Growth and Income Portfolio Lux | 2021-09-28 | 7.5 | |
Other | Capital Group EUR Conservative Income and Growth Portfolio Lux | 2021-09-28 | 5.2 | |
Other | Capital Group EUR Conservative Income Portfolio Lux | 2021-09-28 | 4.8 | |
Other | Capital Group EUR Moderate Global Growth Portfolio Lux | 2021-09-28 | 6.6 | |
Other | Capital Group European Opportunities Lux | 2021-09-28 | 44.0 | |
Other | Capital Group Global Total Return Bond Fund Lux | 2021-09-28 | 100.0 | |
Other | Capital Group New Economy Fund Lux | 2020-09-28 | 440.6 | |
View All |
AUM Breakdown | Accounts | AUM ($TT) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 18,046 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 123 | 2.8 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 49 | 0.1 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 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 | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 129 | 0.0 |
(n) Other | 11 | 0.0 |
Total | 18,358 | 2.9 |
By Discretionary | ||
Discretionary | 18,358 | 2.9 |
Non-Discretionary | 0 | 0.0 |
Total | 18,358 | 2.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.9 | |
Total | 18,358 | 2.9 |
Limited Partners | 2011 - 2024 |
---|---|
Alaska Division of Retirement and Benefits | |
San Diego County Employees Retirement Association |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
See Clarification See Clarification | 128 | ||
Hamish Forsyth | 7 | ||
Sinisa Vacic | 5 | ||
Luis Freitas de Oliveira | 4 | ||
Mark Brett | 4 | ||
Stephen Gosztony | 4 | ||
Laurentius Harrer | 4 | ||
Guido Caratsch | 4 | ||
Pierremarie Bouvet de Maisonneuve | 3 | ||
Paul Haaga Jr | 3 | ||
Robert Ronus | 3 | ||
Thierry Vandeventer | 3 | ||
Forsyth Hamish | 1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-NT | [0000017283] |
Related Firms | State | AUM ($BB) |
---|---|---|
Capital Research and Management Company
✚
|
CA | 2,936.6 |
Capital International Inc
✚
|
CA | 42.4 |
Capital Group Private Markets Inc
✚
|
CA | 0.0 |
Capital Guardian Canada Inc
✚
|
CA | 0.0 |
Capital Research Company
✚
|
CA | 0.0 |
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---|---|---|
Charles Schwab Investment Management Inc
✚
|
CA | 1,098.8 |
Edward D Jones & Co LP
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|
MO | 692.2 |
Managed Account Advisors LLC
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|
NJ | 691.9 |
Wells Fargo Clearing Services LLC
✚
|
MO | 558.5 |
Vanguard Asset Management Limited
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|
403.3 | |
Dodge & Cox
✚
|
CA | 363.0 |
Vanguard Advisers Inc
✚
|
PA | 333.1 |
NISA Investment Advisors LLC
✚
|
MO | 306.2 |
Fisher Asset Management LLC
✚
|
TX | 276.9 |
Lord Abbett & Co LLC
✚
|
NJ | 200.7 |