CWGIX

AMERICAN FUNDS CAPITAL WORLD GR&INC A

Institutional Ownership · Q4 2025

Filing: Q4 2025

AMERICAN FUNDS CAPITAL WORLD GR&INC A (CWGIX) is held by 10 institutional investors with combined holdings of $5M. Major holders include BECK MACK & OLIVER LLC, KELLEHER FINANCIAL ADVISO, Coston, McIsaac & Partner.

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Institutional Holders

Total Value

$5.0M

Ownership %

—

🏦 Top Institutional Holders

BECK MACK & OLIVER LLC

26.0K shares

$1.9M

KELLEHER FINANCIAL ADVISORS

18.9K shares

$1.4M

Coston, McIsaac & Partners

8.7K shares

$621.0K

GREAT LAKES ADVISORS, LLC

5.8K shares

$413.6K

Westside Investment Management, Inc.

4.0K shares

$287.4K

📊 Financials

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

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