Capital Research Global Investors 13F, Q3 2025
Capital Research Global · quarter ending 30 September 2025 · filed 13 November 2025 · SEC CIK 1422848
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2025
The 25 largest of 433 positions. Weights are against the whole filed book. Changes are in shares held, against the Q2 2025 filing.
| Company | Ticker | Value | % of book | vs Q2 2025 |
|---|---|---|---|---|
| MICROSOFT CORP | MSFT | $37.63B | 7.1% | unchanged |
| NVIDIA CORPORATION | NVDA | $30.86B | 5.8% | +16% shares |
| BROADCOM INC | AVGO | $28.94B | 5.4% | -4% shares |
| AMAZON COM INC | AMZN | $20.70B | 3.9% | +11% shares |
| ELI LILLY & CO | LLY | $19.14B | 3.6% | +21% shares |
| META PLATFORMS INC | META | $17.44B | 3.3% | -27% shares |
| RTX CORPORATION | RTX | $12.75B | 2.4% | unchanged |
| ALPHABET INC | GOOGL | $12.33B | 2.3% | +16% shares |
| APPLE INC | AAPL | $11.60B | 2.2% | +9% shares |
| UBER TECHNOLOGIES INC | UBER | $10.83B | 2.0% | -8% shares |
| GE AEROSPACE | GE | $7.93B | 1.5% | -13% shares |
| JPMORGAN CHASE & CO. | JPM | $7.26B | 1.4% | -2% shares |
| STARBUCKS CORP | SBUX | $7.23B | 1.4% | +11% shares |
| PHILIP MORRIS INTL INC | PM | $7.06B | 1.3% | +7% shares |
| ALPHABET INC | GOOG | $6.62B | 1.2% | unchanged |
| ORACLE CORP | ORCL | $6.56B | 1.2% | unchanged |
| VERTEX PHARMACEUTICALS INC | VRTX | $6.48B | 1.2% | +3% shares |
| ROYAL CARIBBEAN GROUP | $6.23B | 1.2% | -26% shares | |
| MASTERCARD INCORPORATED | MA | $5.89B | 1.1% | +7% shares |
| ABBVIE INC | ABBV | $5.84B | 1.1% | unchanged |
| NETFLIX INC | NFLX | $5.64B | 1.1% | unchanged |
| ABBOTT LABS | ABT | $5.19B | 1.0% | -7% shares |
| HOME DEPOT INC | HD | $4.62B | 0.9% | unchanged |
| UNITEDHEALTH GROUP INC | UNH | $4.50B | 0.8% | +127% shares |
| CARRIER GLOBAL CORPORATION | CARR | $4.50B | 0.8% | unchanged |
What changed since Q2 2025
Against the Q2 2025 filing, Capital Research Global Investors opened 32 new positions, added to 103, trimmed 138, left 160 unchanged and exited 30. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
- GLW$907.16M
- APP$743.90M
- ENTG$644.84M
- EQT$538.58M
- SPOTIFY TECHNOLOGY S A$512.19M
- CHTR$327.18M
- ARM$243.10M
- MOD$184.61M
and 24 more
Exited
- ANSYS INCwas $984.34M
- ALBwas $260.09M
- DAYwas $190.19M
- SOUTHSTATE CORPORATIONwas $156.40M
- GRAB HOLDINGS LIMITEDwas $100.41M
- HAEwas $84.98M
- SSNCwas $79.80M
- WOLFSPEED INCwas $67.74M
and 22 more
Other quarters
Source: SEC Form 13F-HR, accession 0001422848-25-000223, filed by Capital Research Global Investors. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.
