CGGO — CAP GROUP GLOBAL GROWTH
Reported value held$1.36B
Funds holding (latest)17
Sector—
Funds holding (Q2 2026)15
Institutional value$1.36B · 32.12M sh
New / Add / Cut / Exit4 / 8 / 2 / 2
Top-5 / Top-10 concentration97.6% / 99.7%
Institutional holdings change
Accumulating +15.1%
(+4.22M sh)
Institutional value change
Up +46.0%
As of Q2 2026, 15 SEC-registered investment managers reported holding CGGO (CAP GROUP GLOBAL GROWTH) in their latest 13F filings, with a combined reported value of $1.36B across 32.12M shares. That is +15.1% by share count (+4.22M shares) versus the previous quarter, while reported value moved +46.0%. Ownership is concentrated: the five largest holders account for 97.6% of reported value and the top ten for 99.7%.
Compared with the prior quarter, 4 opened new positions, 8 added to existing stakes, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 13.06M | $552.81M | 0.03% | Add |
| Wells Fargo & Co history | 8.78M | $371.71M | 0.06% | Add |
| UBS Group AG history | 4.80M | $203.25M | 0.03% | Add |
| Bank of America Corp history | 3.89M | $164.75M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 824.74K | $34.52M | 0.00% | New |
| Marshall Wace history | 260.70K | $11.04M | 0.01% | New |
| Citadel Advisors history | 228.73K | $9.68M | 0.00% | Add |
| Goldman Sachs Group history | 89.75K | $3.80M | 0.00% | New |
| BNY Mellon history | 51.02K | $2.16M | 0.00% | Add |
| BlackRock Inc history | 48.40K | $2.05M | 0.00% | Hold |
| Citigroup Inc history | 33.15K | $1.40M | 0.00% | Add |
| Renaissance Technologies history | 26.26K | $1.11M | 0.00% | Add |
| AQR Capital Management history | 21.57K | $912.85K | 0.00% | Add |
| PNC Financial Services history | 1.26K | $53.21K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 294 | $12.45K | 0.00% | Reduce |
Q1 2026 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 11.96M | $399.21M | 0.03% | Add |
| Wells Fargo & Co history | 7.24M | $241.45M | 0.05% | Add |
| UBS Group AG history | 4.35M | $145.28M | 0.02% | Add |
| Bank of America Corp history | 4.01M | $133.79M | 0.01% | Add |
| Citadel Advisors history | 194.30K | $6.48M | 0.00% | New |
| BlackRock Inc history | 48.40K | $1.62M | 0.00% | Reduce |
| Citigroup Inc history | 23.23K | $775.09K | 0.00% | Add |
| BNY Mellon history | 17.88K | $596.62K | 0.00% | New |
| AQR Capital Management history | 13.38K | $446.46K | 0.00% | Add |
| D. E. Shaw & Co history | 13.14K | $438.65K | 0.00% | Add |
| Northern Trust Corp history | 12.83K | $428.10K | 0.00% | Hold |
| Renaissance Technologies history | 10.70K | $357.06K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 437 | $14.58K | 0.00% | Add |
Q4 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 9.96M | $345.15M | 0.02% | Add |
| Wells Fargo & Co history | 5.85M | $202.63M | 0.04% | Add |
| UBS Group AG history | 4.03M | $139.71M | 0.02% | Add |
| Bank of America Corp history | 3.47M | $120.07M | 0.01% | Add |
| JPMorgan Chase & Co history | 830.06K | $28.76M | 0.00% | Add |
| Goldman Sachs Group history | 95.38K | $3.30M | 0.00% | Add |
| BlackRock Inc history | 49.58K | $1.72M | 0.00% | Reduce |
| Renaissance Technologies history | 40.40K | $1.40M | 0.00% | New |
| Northern Trust Corp history | 12.83K | $444.52K | 0.00% | New |
| D. E. Shaw & Co history | 10.35K | $358.52K | 0.00% | Reduce |
| AQR Capital Management history | 9.97K | $345.39K | 0.00% | Add |
| Citigroup Inc history | 8.05K | $278.86K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 353 | $12.23K | 0.00% | New |
Q3 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 8.64M | $295.21M | 0.02% | Add |
| Wells Fargo & Co history | 4.41M | $150.84M | 0.03% | Add |
| UBS Group AG history | 3.87M | $132.24M | 0.02% | Add |
| Bank of America Corp history | 3.17M | $108.19M | 0.01% | Add |
| JPMorgan Chase & Co history | 518.76K | $16.98M | 0.00% | Add |
| Citadel Advisors history | 451.39K | $15.42M | 0.00% | Add |
| BlackRock Inc history | 50.64K | $1.73M | 0.00% | Add |
| D. E. Shaw & Co history | 26.69K | $912.03K | 0.00% | Add |
| Goldman Sachs Group history | 19.97K | $682.41K | 0.00% | Reduce |
| AQR Capital Management history | 6.69K | $228.70K | 0.00% | New |
| Citigroup Inc history | 1.70K | $58.09K | 0.00% | New |
Q2 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 7.50M | $239.73M | 0.02% | Add |
| UBS Group AG history | 3.74M | $119.42M | 0.02% | Reduce |
| Wells Fargo & Co history | 3.71M | $118.64M | 0.03% | Reduce |
| Bank of America Corp history | 2.29M | $73.06M | 0.01% | Add |
| Citadel Advisors history | 231.13K | $7.39M | 0.00% | New |
| JPMorgan Chase & Co history | 211.63K | $6.77M | 0.00% | Add |
| Renaissance Technologies history | 80.20K | $2.56M | 0.00% | New |
| Marshall Wace history | 56.36K | $1.80M | 0.00% | New |
| BlackRock Inc history | 50.28K | $1.61M | 0.00% | Reduce |
| Goldman Sachs Group history | 46.26K | $1.48M | 0.00% | Reduce |
| D. E. Shaw & Co history | 16.79K | $536.81K | 0.00% | New |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 7.32M | $207.38M | 0.01% | Add |
| UBS Group AG history | 4.29M | $121.68M | 0.02% | Add |
| Wells Fargo & Co history | 3.78M | $106.96M | 0.03% | Add |
| Bank of America Corp history | 1.91M | $54.10M | 0.00% | Add |
| Goldman Sachs Group history | 79.64K | $2.26M | 0.00% | Add |
| BlackRock Inc history | 51.35K | $1.45M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 18.28K | $518.01K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 824.74K sh · $34.52M
- Marshall Wace 260.70K sh · $11.04M
- Goldman Sachs Group 89.75K sh · $3.80M
- PNC Financial Services 1.26K sh · $53.21K
Fully Exited (vs previous quarter)
- D. E. Shaw & Co sold 13.14K sh · $438.65K
- Northern Trust Corp sold 12.83K sh · $428.10K
Fund Position History — shares by quarter (top 17 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 13.06M | 11.96M | 9.96M | 8.64M | 7.50M | 7.32M | 6.21M | 4.96M | 3.53M | 202.20K | 5.18K | 6.02K | 5.99K | 5.52K | 177 | — | — |
| Wells Fargo & Co | 8.78M | 7.24M | 5.85M | 4.41M | 3.71M | 3.78M | 3.19M | 2.99M | 3.01M | 2.29M | 1.37M | 988.54K | 703.43K | 244.22K | 108.94K | — | — |
| UBS Group AG | 4.80M | 4.35M | 4.03M | 3.87M | 3.74M | 4.29M | 4.24M | 4.38M | 3.64M | 3.51M | 3.23M | 3.04M | 2.68M | 1.61M | 869.91K | 601.97K | 487.32K |
| Bank of America Corp | 3.89M | 4.01M | 3.47M | 3.17M | 2.29M | 1.91M | 1.58M | 1.47M | 1.02M | 913.23K | 439.16K | 35.72K | — | — | — | — | — |
| JPMorgan Chase & Co | 824.74K | — | 830.06K | 518.76K | 211.63K | 18.28K | 19.73K | 2.75K | 8.60K | 8.50K | 1.50K | — | — | 50 | — | — | — |
| Marshall Wace | 260.70K | — | — | — | 56.36K | — | 96.21K | — | — | 98.15K | — | — | 103.70K | — | — | — | — |
| Citadel Advisors | 228.73K | 194.30K | — | 451.39K | 231.13K | — | — | — | 12.52K | 46.12K | — | — | 10.19K | — | 62.72K | — | 22.95K |
| Goldman Sachs Group | 89.75K | — | 95.38K | 19.97K | 46.26K | 79.64K | 43.06K | 14.07K | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 51.02K | 17.88K | — | — | — | — | — | — | 25.70K | — | — | — | — | — | 16.61K | — | — |
| BlackRock Inc | 48.40K | 48.40K | 49.58K | 50.64K | 50.28K | 51.35K | 52.57K | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | 33.15K | 23.23K | 8.05K | 1.70K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | 26.26K | 10.70K | 40.40K | — | 80.20K | — | — | — | — | 11.80K | 91.70K | 12.10K | 69.80K | 36.70K | 50.90K | — | — |
| AQR Capital Management | 21.57K | 13.38K | 9.97K | 6.69K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 1.26K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 294 | 437 | 353 | — | — | — | 16 | 5 | — | — | 1 | 1 | — | — | 11 | — | — |
| D. E. Shaw & Co | — | 13.14K | 10.35K | 26.69K | 16.79K | — | 32.41K | 11.13K | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | — | 12.83K | 12.83K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details