AIVSX

AMERICAN FUNDS INVMT CO OF AMER A

Institutional Ownership · Q4 2025

Filing: Q4 2025

AMERICAN FUNDS INVMT CO OF AMER A (AIVSX) is held by 12 institutional investors with combined holdings of $11M. Major holders include KELLEHER FINANCIAL ADVISO, NORTH STAR ASSET MANAGEME, Coston, McIsaac & Partner.

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Institutional Holders

Total Value

$10.6M

Ownership %

—

🏦 Top Institutional Holders

KELLEHER FINANCIAL ADVISORS

135.7K shares

$8.5M

NORTH STAR ASSET MANAGEMENT INC

6.4K shares

$401.1K

Coston, McIsaac & Partners

5.7K shares

$357.0K

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

5.5K shares

$345.6K

Williams Jones Wealth Management, LLC.

4.7K shares

$296.2K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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