CGDV

CAPITAL GROUP DIVIDEND VALUE

Institutional Ownership · Q4 2025

Filing: Q4 2025

CAPITAL GROUP DIVIDEND VALUE (CGDV) is held by 642 institutional investors with combined holdings of $16.1B. Major holders include LPL Financial LLC, Capital International Inv, MORGAN STANLEY (MS, MS-P.

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Institutional Holders

642

Total Value

$16.1B

Ownership %

—

🏦 Top Institutional Holders

LPL Financial LLC

63.5M shares

$2.8B

Capital International Investors

22.9M shares

$999.3M

MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)

22.8M shares

$996.4M

ENVESTNET ASSET MANAGEMENT INC

18.8M shares

$821.7M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

18.8M shares

$818.5M

📊 Financials

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

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