Who owns New Perspective Fund - Class F-3?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FNPFX from SEC Form 13F filings across 3 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, 3 institutions disclosed 11,578 shares of New Perspective Fund - Class F-3 worth $875,982 — about 0% of shares outstanding; the largest disclosed holder is Mengis Capital Management, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
3
13F holders
$875,982
value, 2026 filers
0%
of shares outstanding (11,578 sh)
2
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 FNPFX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Mengis Capital Management, Inc. | 7,257 | $549,077 | 0.1% | 0% | -6.6% |
| 2 | Wealthspire Advisors, LLCNEW | 3,800 | $287,508 | 0.0% | 0% | new |
| 3 | Vermillion Wealth Management, Inc.NEW | 521 | $39,397 | 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.