Who owns American Balanced Fund A?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ABALX from SEC Form 13F filings across 5 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 5 institutions disclosed 74,288 shares of American Balanced Fund A worth $2.5M — about 0% of shares outstanding; the largest disclosed holder is NORTH STAR ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
5
13F holders
$2.5M
value, 2026 filers
0%
of shares outstanding (74,288 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ABALX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 34,915 | $1.4M | 0.1% | 0% | 0.0% |
| 2 | Ethos Financial Group, LLC | 21,830 | $871,240 | 0.1% | 0% | +1.5% |
| 3 | Coston, McIsaac & Partners | 6,675 | $273 | 0.0% | 0% | 0.0% |
| 4 | NEVILLE RODIE & SHAW INC | 5,868 | $241 | 0.0% | 0% | -2.3% |
| 5 | Financial Gravity Companies, Inc.NEW | 5,000 | $205,213 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.