CGDV CAPITAL GROUP DIVIDEND VALUE: institutional ownership and insider trading
841 funds reported holding $27.6B of CAPITAL GROUP DIVIDEND VALUE in their latest 13F filings; in Q2 2026 funds net bought $2.00B, with 65 new positions and 27 funds selling out.
Famous investors holding CGDV
- D. E. Shaw (D. E. Shaw & Co.): $5.81M, 0.0% of the portfolio
- Renaissance Technologies (Renaissance Technologies): $2.00M, 0.0% of the portfolio
Largest institutional holders of CGDV
- LPL Financial LLC — $4.00B
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $1.38B
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $1.37B
- Capital International Investors — $1.13B
- ENVESTNET ASSET MANAGEMENT INC — $1.10B
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $1.08B
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO — $1.06B
- BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $908M
- Cetera Investment Advisers — $901M
- JONES FINANCIAL COMPANIES LLLP — $796M