This page follows Capital Research Global Investors’s institutional portfolio moves as they are disclosed in SEC Form 13F filings, updated every quarter as new data becomes available. If you have ever searched for what stocks a big fund is buying or wondered which names a major asset manager is adding to its book, this tracker is built to answer that question over time, not just for a single reporting period.
New Positions Opened During the Quarter Ending 2026-03-31
In the quarter ending 2026-03-31, Capital Research Global Investors’s 13F filing showed a wave of brand-new positions rather than additions to existing holdings. The largest of these was ONEOK Inc (OKE) at $566,555,959, followed by Oracle Corp (ORCL) at $489,878,848 and Tractor Supply Co at $481,764,760. Truist Financial Corp ($467,497,532), T-Mobile US Inc (TMUS) at $381,120,621, and South Bow Corp (SOBO) at $341,947,354 also entered the portfolio as sizeable new stakes.
Energy and pipeline names featured prominently, with Ovintiv Inc (OVV) at $318,241,722 joining ONEOK and South Bow. Public Storage Operating Co ($327,111,745), Simon Property Group ($154,225,242), and Royal Gold Inc (RGLD) at $217,868,126 rounded out a set of larger new positions spanning real estate and materials. Smaller new stakes included United Airlines Holdings ($119,563,077), Waste Connections Inc (WCN) at $107,751,231, Old Dominion Freight Line ($104,985,795), Kanzhun Limited ($111,054,451), Trip.com Group (TCOM) at $78,674,225, Standex International Corp ($63,358,961), Terex Corp (TEX) at $65,274,236, RH ($47,611,926), Qorvo Inc (QRVO) at $43,377,592, and Versant Media Group (VSNT) at $43,225,589.
Reading These Moves in Context
It is worth remembering that a 13F filing is a quarterly snapshot of holdings as of the end of the reporting period, not a record of exact trade dates, so these positions were established at some point during the quarter ending 2026-03-31 rather than on any specific day. The size of a new position can hint at conviction, but filings do not disclose the reasoning behind a purchase, and this page is offered as informational tracking only, not a recommendation to buy or sell any of the names mentioned. For readers comparing this activity against other funds, the site’s broader roundup of Biggest 13F Position Increases for Q1 2026 Ending 2026-03-31 offers additional context on where institutional money moved this quarter. Check back after the next filing deadline, when this profile will be updated with Capital Research Global Investors’s subsequent moves, additions, and exits.
Source: SEC Form 13F filings. This page updates every quarter.