AMERICAN FUNDS FUNDAMENTAL INVESTORS - ANCFX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Westside Investment Management, Inc. | History | Added to | 16,506 | 1,532 | 0.25% | 0.24% | 1 | +527 | 3.3% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | Added to | 13,367 | 1,228 | 0.29% | 0.28% | 2 | +627 | 4.92% | Q4 2025 | Feb 03, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 4,643 | 426 | 0.01% | 0.01% | 3 | +118 | 2.61% | Q4 2025 | Jan 13, 2026 |
| Financially Speaking Inc | History | No change | 3,959 | 363 | 0.23% | 0.24% | 4 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 3,940 | 362 | 0.01% | 0.01% | 5 | +127 | 3.33% | Q4 2025 | Feb 09, 2026 |
| Coastwise Capital Group, LLC | History | New | 3,851 | 354 | 0.18% | — | 6 | +3,851 | New | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | New | 2,508 | 231 | 0.13% | — | 7 | +2,508 | New | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | New | 689 | 63 | 0.0% | — | 8 | +689 | New | Q4 2025 | Jan 30, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 92 | 8 | 0.0% | 0.0% | 9 | +6 | 6.98% | Q4 2025 | Jan 14, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -375 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Gravity Asset Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |