13F filer · CIK 1422849 ↗
Capital World Investors
You are looking at Q4 2016. See the latest, Q2 2026 →
Reported value
$397.60B
+3.4% on the quarter before
Positions
487
75 new · 77 sold out
Top 10
25.7%
of the value
Est. gain
+$13.37B
on stocks held all quarter
Est. return
+4.0%
on those stocks since Q3 2016
Positions as of Dec 31, 2016, from Capital World Investors's 13F filing with the SEC. A 13F lists a manager's US-listed stocks and options at a quarter end and is filed up to 45 days later, so the fund may hold something else today. It leaves out short positions, cash and holdings outside the US.
Portfolio at a glance
- New
- Added
- Cut
- Same
- Options
The 24 largest positions, 44% of the reported value, each sized by its share, colored by what the fund did with it since Q3 2016. Striped tiles are options.
Largest buys
Since Q3 2016, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Broadcom Ltd~$7.75BNew · 0.0% → 1.9%+43,828,990 shares
- Chubb Ltd~$3.10BNew · 0.0% → 0.8%+23,448,895 shares
- Asml Holding Nv (Usd)~$2.82BNew · 0.0% → 0.7%+25,142,065 shares
- Medtronic Plc~$2.36BNew · 0.0% → 0.6%+33,192,315 shares
- Meta~$1.53BAdded · 1.1% → 1.4%+13,292,373 shares
- Johnson Controls International Plc~$1.32BNew · 0.0% → 0.3%+32,041,348 shares
- Te Connectivity Ltd~$1.29BNew · 0.0% → 0.3%+18,624,571 shares
- Lyondellbasell Industries Nv~$1.27BNew · 0.0% → 0.3%+14,774,350 shares
- Symantec Corp~$1.18BAdded · 0.1% → 0.4%+49,510,984 shares
- Alphabet~$992.0MAdded · 0.7% → 0.9%+1,285,241 shares
Largest sells
Since Q3 2016, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Broadcom Ltd~$7.25BSold out · 1.9% → 0.0%−41,998,539 shares
- Medtronic Plc~$3.45BSold out · 0.9% → 0.0%−39,877,589 shares
- Chubb Ltd~$2.90BSold out · 0.8% → 0.0%−23,055,002 shares
- Asml Holding Nv (Usd)~$2.75BSold out · 0.7% → 0.0%−25,139,642 shares
- Amazon~$2.01BCut · 4.3% → 3.2%−2,679,103 shares
- Pfizer Inc~$1.64BCut · 0.7% → 0.2%−50,586,229 shares
- Johnson Controls International Plc~$1.34BSold out · 0.3% → 0.0%−28,745,100 shares
- Te Connectivity Ltd~$1.20BSold out · 0.3% → 0.0%−18,622,164 shares
- Lyondellbasell Industries Nv~$1.19BSold out · 0.3% → 0.0%−14,772,850 shares
- Liberty Global Plc Cl C (Non-Voting)~$955.9MSold out · 0.2% → 0.0%−28,930,906 shares
Holdings
As of Dec 31, 2016. Changes are in shares against Sep 30, 2016, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| MicrosoftCOMMON STOCK · shares +1.0% · price +7.9% | 5.2% | $20.55B | +$1.49B | ||||||||
| AmazonCOMMON STOCK · shares −14% · price −10.4% | 3.2% | $12.70B | −$1.48B | ||||||||
| Home Depot IncCOMMON STOCK · shares −5.0% · price +4.2% | 2.8% | $10.98B | +$442.2M | ||||||||
| Jpmorgan Chase & CoCOMMON STOCK · shares +1.1% · price +29.6% | 2.4% | $9.72B | +$2.19B | ||||||||
| Schlumberger LtdCOMMON STOCK · shares +2.0% · price +6.8% | 2.3% | $9.03B | +$560.0M | ||||||||
| Comcast Corp Cl ACOMMON STOCK · shares −2.7% · price +4.1% | 2.1% | $8.34B | +$327.2M | ||||||||
| Merck & Co IncCOMMON STOCK · shares +7.7% · price −5.7% | 2.1% | $8.32B | −$464.6M | ||||||||
| Boeing CoCOMMON STOCK · shares +2.4% · price +18.2% | 2.0% | $8.04B | +$1.21B | ||||||||
| Broadcom LtdCOMMON STOCK · shares New | 1.9% | $7.75B | — | ||||||||
| E.I. Du Pont De Nemours And CoCOMMON STOCK · shares −4.2% · price +9.6% | 1.7% | $6.64B | +$581.7M | ||||||||
| Unitedhealth Group IncCOMMON STOCK · shares −0.4% · price +14.3% | 1.7% | $6.64B | +$831.0M | ||||||||
| Lockheed Martin CorpCOMMON STOCK · shares −2.8% · price +4.3% | 1.6% | $6.41B | +$262.3M | ||||||||
| Philip Morris InternationalCOMMON STOCK · shares +2.0% · price −5.9% | 1.6% | $6.34B | −$389.3M | ||||||||
| IntelCOMMON STOCK · shares −7.7% · price −3.9% | 1.5% | $6.14B | −$250.5M | ||||||||
| Coca-Cola CoCOMMON STOCK · shares −6.3% · price −2.0% | 1.4% | $5.45B | −$113.1M | ||||||||
| MetaCOMMON STOCK · shares +39% · price −10.3% | 1.4% | $5.45B | −$450.4M | ||||||||
| Berkshire Hathaway Inc Cl ACOMMON STOCK · shares +1.9% · price +12.9% | 1.3% | $5.27B | +$591.4M | ||||||||
| Royal Dutch Shell Plc B ADRCOMMON STOCK · shares +8.0% · price +9.7% | 1.3% | $5.16B | +$423.5M | ||||||||
| AppleCOMMON STOCK · shares +14% · price +2.5% | 1.3% | $5.05B | +$106.2M | ||||||||
| Chevron CorpCOMMON STOCK · shares +8.1% · price +14.4% | 1.2% | $4.87B | +$565.4M | ||||||||
| General Electric CoCOMMON STOCK · shares +2.1% · price +6.7% | 1.1% | $4.57B | +$280.4M | ||||||||
| Wells Fargo & CoCOMMON STOCK · shares −6.2% · price +24.5% | 1.1% | $4.53B | +$890.9M | ||||||||
| Verizon Communications IncCOMMON STOCK · shares +0.2% · price +2.7% | 1.1% | $4.27B | +$111.7M | ||||||||
| Enbridge IncCOMMON STOCK · shares +4.0% · price −4.4% | 1.1% | $4.19B | −$187.4M | ||||||||
| Procter & Gamble CoCOMMON STOCK · shares −12% · price −6.3% | 1.0% | $4.04B | −$272.1M | ||||||||
| Total · 487 positions | 100% | $397.60B | +$13.37B |
Price is a stock's reported value over its shares at the quarter end. The estimated gain is the shares held at both quarter ends times the change in that price: shares bought or sold during the quarter add nothing, options are left out, and a stock split is read into the earlier share count and price.
What made money
From Q3 2016 to Q4 2016: 408 stocks held throughout, up $13.37B (+4.0%).
- Jpmorgan Chase & Co+$2.19B+30%
- Microsoft+$1.49B+8%
- Boeing Co+$1.21B+18%
- Wells Fargo & Co+$890.9M+24%
- Unitedhealth Group Inc+$831.0M+14%
- Alibaba−$327.6M−17%
- Philip Morris International−$389.3M−6%
- Meta−$450.4M−10%
- Merck & Co Inc−$464.6M−6%
- Amazon−$1.48B−10%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out.
Reported value by quarter
The total value of each quarter's 13F at that quarter end. It moves with prices as well as with buying and selling. Pick a quarter to see what the fund held then.
Every quarter's filing
| Quarter | Reported value | Filing | |
|---|---|---|---|
| Q2 2026 | Aug 12, 2026 | $846.43B+15% | SEC ↗ |
| Q1 2026 | May 13, 2026 | $732.94B−0% | SEC ↗ |
| Q4 2025 | Feb 11, 2026 | $735.30B+0% | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | $732.04B+6% | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | $687.95B+11% | SEC ↗ |
| Q1 2025 | May 12, 2025 | $617.20B−6% | SEC ↗ |
| Q4 2024 | Feb 13, 2025 | $658.71B+2% | SEC ↗ |
| Q3 2024 | Nov 13, 2024 | $645.05B+5% | SEC ↗ |
| Q2 2024 | Aug 13, 2024 | $613.27B+1% | SEC ↗ |
| Q1 2024 | May 14, 2024 | $604.23B+7% | SEC ↗ |
| Q4 2023 | Feb 13, 2024 | $562.26B+11% | SEC ↗ |
| Q3 2023 | Nov 13, 2023 | $504.81B−3% | SEC ↗ |
| Q2 2023 | Aug 11, 2023 | $519.91B+7% | SEC ↗ |
| Q1 2023 | May 15, 2023 | $483.79B+3% | SEC ↗ |
| Q4 2022 | Feb 14, 2023 | $469.11B+5% | SEC ↗ |
| Q3 2022 | Nov 14, 2022 | $445.41B−5% | SEC ↗ |
| Q2 2022 | Aug 15, 2022 | $470.72B−19% | SEC ↗ |
| Q1 2022 | May 19, 2022 (amended) | $580.76B−8% | SEC ↗ |
| Q4 2021 | Feb 14, 2022 | $632.21B+8% | SEC ↗ |
| Q3 2021 | Nov 15, 2021 | $585.85B−0% | SEC ↗ |
| Q2 2021 | Aug 16, 2021 | $588.43B+9% | SEC ↗ |
| Q1 2021 | May 14, 2021 | $541.07B+4% | SEC ↗ |
| Q4 2020 | Feb 12, 2021 | $518.94B+14% | SEC ↗ |
| Q3 2020 | Nov 13, 2020 | $456.91B+11% | SEC ↗ |
| Q2 2020 | Aug 14, 2020 | $413.27B+20% | SEC ↗ |
| Q1 2020 | May 15, 2020 | $344.62B−23% | SEC ↗ |
| Q4 2019 | Feb 18, 2020 | $447.39B+8% | SEC ↗ |
| Q3 2019 | Nov 14, 2019 | $415.21B−3% | SEC ↗ |
| Q2 2019 | Aug 14, 2019 | $426.29B+3% | SEC ↗ |
| Q1 2019 | May 15, 2019 | $412.39B+12% | SEC ↗ |
| Q4 2018 | Feb 14, 2019 | $369.11B−10% | SEC ↗ |
| Q3 2018 | Nov 14, 2018 | $411.05B−12% | SEC ↗ |
| Q2 2018 | Aug 14, 2018 | $467.29B+5% | SEC ↗ |
| Q1 2018 | May 15, 2018 | $444.21B−4% | SEC ↗ |
| Q4 2017 | Feb 14, 2018 | $461.25B+4% | SEC ↗ |
| Q3 2017 | Nov 14, 2017 | $441.49B+4% | SEC ↗ |
| Q2 2017 | Aug 14, 2017 | $425.76B+2% | SEC ↗ |
| Q1 2017 | May 15, 2017 | $418.31B+5% | SEC ↗ |
| Q4 2016 | Feb 15, 2017 | $397.60B+3% | SEC ↗ |
| Q3 2016 | Nov 14, 2016 | $384.55B+4% | SEC ↗ |
| Q2 2016 | Aug 15, 2016 | $370.85B+2% | SEC ↗ |
| Q1 2016 | May 16, 2016 | $361.93B | SEC ↗ |