CGGR — CAP GROUP GROWTH EQUITY
As of Q2 2026, 15 SEC-registered investment managers reported holding CGGR (CAP GROUP GROWTH EQUITY) in their latest 13F filings, with a combined reported value of $3.44B across 72.86M shares. That is +11.3% by share count (+7.38M shares) versus the previous quarter, while reported value moved +30.6%. Ownership is concentrated: the five largest holders account for 99.5% of reported value and the top ten for 99.9%.
Compared with the prior quarter, 3 opened new positions, 11 added to existing stakes, 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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 32.39M | $1.53B | 0.09% | Add |
| Wells Fargo & Co history | Q2 2026 | 17.57M | $829.47M | 0.14% | Add |
| Bank of America Corp history | Q2 2026 | 14.48M | $683.36M | 0.05% | Add |
| UBS Group AG history | Q2 2026 | 5.45M | $257.36M | 0.03% | Hold |
| JPMorgan Chase & Co history | Q2 2026 | 2.60M | $121.80M | 0.01% | New |
| Marshall Wace history | Q3 2025 | 211.03K | $9.27M | 0.01% | New |
| Goldman Sachs Group history | Q1 2026 | 105.96K | $4.26M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 78.86K | $3.72M | 0.01% | Add |
| PNC Financial Services history | Q2 2026 | 76.49K | $3.61M | 0.00% | Add |
| Two Sigma Investments history | Q1 2026 | 81.70K | $3.28M | 0.00% | New |
| D. E. Shaw & Co history | Q2 2026 | 53.70K | $2.53M | 0.00% | New |
| BNY Mellon history | Q2 2026 | 49.02K | $2.31M | 0.00% | Add |
| Citadel Advisors history | Q4 2025 | 48.88K | $2.17M | 0.00% | Reduce |
| Citigroup Inc history | Q2 2026 | 36.04K | $1.70M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 26.04K | $1.23M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 16.67K | $786.87K | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 15.65K | $738.92K | 0.00% | Add |
| Franklin Resources history | Q2 2026 | 10.80K | $509.85K | 0.00% | New |
| BlackRock Inc history | Q2 2026 | 1.02K | $48.29K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.60M sh · $121.80M
- D. E. Shaw & Co 53.70K sh · $2.53M
- Franklin Resources 10.80K sh · $509.85K
Fully Exited (vs previous quarter)
- Goldman Sachs Group sold 105.96K sh · $4.26M
- Two Sigma Investments sold 81.70K sh · $3.28M
Fund Position History — shares by quarter (top 19 funds)
| Fund | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | — | — | — | 1.60K | 9.96K | 10.99K | 10.99K | 48.91K | 709.00K | 3.66M | 5.36M | 7.36M | 9.54M | 11.87M | 13.81M | 26.88M | 29.74M | 32.39M |
| Wells Fargo & Co | — | — | — | 331.17K | 689.64K | 1.10M | 1.46M | 2.37M | 4.10M | 4.84M | 5.40M | 6.76M | 7.84M | 8.24M | 9.84M | 12.42M | 15.76M | 17.57M |
| Bank of America Corp | — | — | — | — | — | 418.44K | 2.82M | 5.61M | 6.89M | 7.94M | 10.10M | 10.36M | 11.41M | 11.48M | 12.80M | 12.87M | 14.19M | 14.48M |
| UBS Group AG | — | 24.65K | 124.14K | 355.30K | 521.08K | 1.03M | 1.23M | 1.50M | 1.71M | 2.53M | 2.98M | 3.35M | 3.60M | 4.06M | 4.95M | 5.24M | 5.44M | 5.45M |
| JPMorgan Chase & Co | — | — | — | — | 52.62K | — | — | 194.17K | 320.86K | 411.17K | 484.57K | 520.53K | 1.04M | 984.82K | 1.38M | 2.15M | — | 2.60M |
| Renaissance Technologies | — | — | 56.60K | — | 13.90K | 15.20K | 37.60K | 113.30K | 69.40K | 40.00K | 26.00K | 81.00K | — | 65.50K | 21.40K | 9.00K | 55.20K | 78.86K |
| PNC Financial Services | — | — | — | — | — | — | — | 3.58K | 3.58K | 3.58K | 3.21K | 3.21K | — | — | 663 | 3.58K | 2.75K | 76.49K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | 7.70K | — | — | 8.54K | — | 26.51K | 14.18K | — | — | — | 53.70K |
| BNY Mellon | — | — | — | 13.56K | — | — | — | — | — | — | — | 9.98K | 9.98K | 10.23K | 10.65K | 13.04K | 24.67K | 49.02K |
| Citigroup Inc | 65 | — | — | — | — | — | — | — | — | — | — | — | — | 1.31K | 4.05K | 17.43K | 28.23K | 36.04K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.16K | 17.08K | 23.97K | 26.04K |
| Fidelity Management & Research (FMR) | — | — | — | 57 | — | — | 1 | 916 | 916 | 916 | 917 | 935 | 915 | 915 | 915 | 4.07K | 8.13K | 16.67K |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 13.85K | 14.16K | 15.57K | 15.65K |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.79K | 4.79K | — | 10.80K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 35 | 1.02K |
| Citadel Advisors | — | — | — | — | 17.71K | — | — | — | — | 17.93K | — | — | — | 251.00K | 244.33K | 48.88K | — | — |
| Goldman Sachs Group | — | — | — | — | 100.00K | — | — | — | — | 25.89K | 1.11M | 116.67K | 319.82K | 186.78K | 104.54K | 85.01K | 105.96K | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | 380.10K | 92.10K | — | 81.70K | — |
| Marshall Wace | — | — | — | — | — | — | 24.27K | — | — | — | 142.05K | 226.13K | — | — | 211.03K | — | — | — |
▲ 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