CGVV

Cap Group Large Value

Latest period2026 - Q1Total superinvestors31

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 31 superinvestors own shares of Cap Group Large Value (CGVV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Cap Group Large Value (CGVV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Cap Group Large Value (CGVV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Cap Group Large Value (CGVV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Robert W. Lovelace@Capital International Investors
Recent Activity
0.01%
$26.75M
1M shares@ 26.75 avg price
Courtney Haddad@Concurrent Investment Advisors, Llc
Recent Activity
New Position
0.17%
$14.959M
559,215 shares@ 26.76 avg price
Matthew E. Knihtila@Capital Group Private Client Services, Inc.
Recent Activity
Increased 101.5%
0.2%
$11.506M
430,123 shares@ 26.75 avg price
Jim Cullen@Vvr Holdings Llc
Recent Activity
New Position
5.07%
$9.806M
366,575 shares@ 26.75 avg price
Cayla Moore@Rm Financial Services, Llc
Recent Activity
Increased 2.96%
4.33%
$5.013M
187,412 shares@ 26.75 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 108.91%
0.01%
$2.384M
89,132 shares@ 26.76 avg price
Mark McCarthy@Cmc Financial Group
Recent Activity
New Position
1.6%
$812,371
30,369 shares@ 26.76 avg price
Abhilasha Bareja@Goldman Sachs Group Inc
Recent Activity
Decreased -34.91%
0.01%
$696,383
26,033 shares@ 26.76 avg price
Andrew D. Kilbarger@Sigma Planning Corp
Recent Activity
Increased 66.67%
0.02%
$668,750
25,000 shares@ 26.75 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Increased 49.96%
0.01%
$601,350
22,480 shares@ 26.76 avg price

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