Institutional Ownership
American Funds Investment Company Of America Class F-2
CUSIP 461308827MICAFXQ1 2026
Institutional Holders
7
13F filers
Shares Held
104.4K
Aggregate institutional
Institutional Value
$6.43M
Q1 2026
Net New Holders
+0
2 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased3
Decreased1
Sold out2
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 63.0K | $3.74M | −184 | Reduced |
| 2 | Keystone Financial Group | 36.8K | $2.42M | +36.8K | New |
| 3 | Transce3nd, LLC | 1.8K | $107.5K | +5 | Added |
| 4 | Estabrook Capital Management | 1.3K | $78.4K | +4 | Added |
| 5 | Richardson Financial Services Inc. | 714 | $42.4K | +2 | Added |
| 6 | Mcilrath & Eck, LLC | 711 | $42.2K | +711 | New |
| 7 | Financial Gravity Asset Management, Inc. | 1 | $36 | 0 | Held |