AMERICAN FUNDS FUNDAMENTAL INVS A - LOAD EQUITY FUND Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / LOAD EQUITY FUND
Price per share
$91.93
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
49,557
Total reported value
$4,570,897
% of total 13F portfolios
0%
Share change
+8,078
Value change
+$742,670
Number of holders
10
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 10 institutional investors reported holding 49,557 shares of AMERICAN FUNDS FUNDAMENTAL INVS A - LOAD EQUITY FUND.

Institutional Holders of AMERICAN FUNDS FUNDAMENTAL INVS A - LOAD EQUITY FUND across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 49,557 $4,570,897 +$742,670 $91.93 10
2025 Q3 41,479 $3,886,700 -$172,780 $93.47 8
2025 Q2 44,604 $3,917,660 +$1,048,645 $87.85 8
2025 Q1 31,891 $2,485,691 -$183,346 $77.96 7
2024 Q4 35,407 $2,857,403 +$76,495 $80.72 9
2024 Q3 28,634 $2,446,479 -$74,242 $85.44 8
2024 Q2 29,506 $2,394,335 -$169,539 $81.15 8
2024 Q1 30,852 $2,453,427 -$178,931 $79.52 7
2023 Q4 34,526 $2,468,432 -$246,046 $71.49 11
2023 Q3 36,347 $2,389,546 +$519,947 $65.76 7
2023 Q2 28,250 $1,915,757 +$340,153 $67.82 7
2023 Q1 23,238 $1,477,593 +$60,406 $63.59 6
2022 Q4 22,283 $1,342,044 -$330,416 $60.26 4
2022 Q3 28,248 $1,588,000 +$660,723 $55.50 6
2022 Q2 16,192 $951,000 +$163,141 $58.75 5
2022 Q1 12,774 $912,000 -$191,144 $71.40 3
2021 Q4 15,274 $1,161,000 -$414,195 $76.07 6
2021 Q3 20,811 $1,567,000 -$429,075 $75.30 4
2021 Q2 19,067 $1,457,000 -$327,875 $76.45 5
2021 Q1 23,399 $1,717,297 +$711,116 $73.43 7
2020 Q4 13,706 $947,000 +$672,576 $69.11 3
2020 Q3 3,971 $243,000 -$485,000 $61.19 1
2020 Q2 12,439 $713,000 -$188,000 $57.42 3
2020 Q1 17,068 $834,000 -$234,014 $48.86 3
2019 Q4 20,956 $1,298,000 +$50,691 $61.92 5
2019 Q3 17,804 $1,052,000 -$13,419 $59.09 4
2019 Q2 20,376 $1,208,000 +$274,963 $59.27 5
2019 Q1 15,746 $921,000 -$93,136 $58.38 3
2018 Q4 17,341 $906,000 -$303,615 $52.22 3
2018 Q3 19,498 $1,273,320 +$312,783 $65.32 4
2018 Q2 21,805 $1,364,722 -$228,054 $62.61 4
2018 Q1 25,499 $1,573,437 +$56,423 $61.65 5
2017 Q4 24,574 $1,528,000 +$413,770 $62.17 3
2017 Q3 17,924 $1,107,000 +$60,000 $61.75 3
2017 Q2 16,956 $998,000 -$268,000 $58.87 2
2017 Q1 21,983 $1,272,250 -$176,242 $57.89 4
2016 Q4 25,034 $1,362,810 -$466,347 $54.42 4
2016 Q3 33,660 $1,816,971 -$46,875,871 $53.99 6
2016 Q2 36,333 $48,621,139 +$24,579,354 $51.98 7
2016 Q1 39,555 $2,008,477 -$266,902 $50.74 6
2015 Q4 45,243 $2,293,818 +$430,252 $50.71 8
2015 Q3 36,761 $1,792,926 -$1,724,067 $48.77 5
2015 Q2 69,850 $3,665,411 +$1,985,741 $52.68 11
2015 Q1 31,882 $1,661,878 +$93,834 $52.12 7
2014 Q4 30,082 $1,566,000 +$195,630 $52.07 6
2014 Q3 26,325 $1,423,000 +$94,122 $54.07 5
2014 Q2 24,586 $1,326,000 -$642,535 $53.93 5
2014 Q1 38,927 $2,005,105 +$1,114,903 $51.47 7