L3VLUP
ProSign in
← Acadian Asset Management LLC, its record

Acadian Asset Management LLC and Fidelity (FMR LLC): where the books meet

At Q2 2026, at least 42% of the two 13F books was the same, across 189 stocks both listed, against 0.0% at Q2 2013. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%21%42%Q2 2013: 0.0%, 0 in bothQ3 2013: 12%, 93 in bothQ4 2013: 13%, 98 in bothQ1 2014: 13%, 105 in both14Q2 2014: 12%, 100 in bothQ3 2014: 12%, 99 in bothQ4 2014: 12%, 96 in bothQ1 2015: 12%, 91 in both15Q2 2015: 13%, 97 in bothQ3 2015: 13%, 108 in bothQ4 2015: 14%, 105 in bothQ1 2016: 12%, 102 in both16Q2 2016: 14%, 98 in bothQ3 2016: 17%, 99 in bothQ4 2016: 17%, 101 in bothQ1 2017: 18%, 98 in both17Q2 2017: 18%, 108 in bothQ3 2017: 20%, 119 in bothQ4 2017: 19%, 125 in bothQ1 2018: 20%, 126 in both18Q2 2018: 18%, 112 in bothQ3 2018: 17%, 108 in bothQ4 2018: 17%, 116 in bothQ1 2019: 18%, 115 in both19Q2 2019: 18%, 110 in bothQ3 2019: 20%, 124 in bothQ4 2019: 19%, 107 in bothQ1 2020: 22%, 122 in both20Q2 2020: 23%, 129 in bothQ3 2020: 23%, 131 in bothQ4 2020: 22%, 140 in bothQ1 2021: 24%, 142 in both21Q2 2021: 23%, 145 in bothQ3 2021: 21%, 145 in bothQ4 2021: 23%, 145 in bothQ1 2022: 23%, 159 in both22Q2 2022: 23%, 153 in bothQ3 2022: 24%, 161 in bothQ4 2022: 24%, 173 in bothQ1 2023: 22%, 167 in both23Q2 2023: 25%, 148 in bothQ3 2023: 25%, 155 in bothQ4 2023: 26%, 155 in bothQ1 2024: 27%, 152 in both24Q2 2024: 33%, 184 in bothQ3 2024: 29%, 167 in bothQ4 2024: 30%, 159 in bothQ1 2025: 33%, 170 in both25Q2 2025: 38%, 192 in bothQ3 2025: 41%, 192 in bothQ4 2025: 41%, 196 in bothQ1 2026: 41%, 204 in both26Q2 2026: 42%, 189 in both
  • Q2 2013: 0.0%, 0 in both
  • Q3 2013: 12%, 93 in both
  • Q4 2013: 13%, 98 in both
  • Q1 2014: 13%, 105 in both
  • Q2 2014: 12%, 100 in both
  • Q3 2014: 12%, 99 in both
  • Q4 2014: 12%, 96 in both
  • Q1 2015: 12%, 91 in both
  • Q2 2015: 13%, 97 in both
  • Q3 2015: 13%, 108 in both
  • Q4 2015: 14%, 105 in both
  • Q1 2016: 12%, 102 in both
  • Q2 2016: 14%, 98 in both
  • Q3 2016: 17%, 99 in both
  • Q4 2016: 17%, 101 in both
  • Q1 2017: 18%, 98 in both
  • Q2 2017: 18%, 108 in both
  • Q3 2017: 20%, 119 in both
  • Q4 2017: 19%, 125 in both
  • Q1 2018: 20%, 126 in both
  • Q2 2018: 18%, 112 in both
  • Q3 2018: 17%, 108 in both
  • Q4 2018: 17%, 116 in both
  • Q1 2019: 18%, 115 in both
  • Q2 2019: 18%, 110 in both
  • Q3 2019: 20%, 124 in both
  • Q4 2019: 19%, 107 in both
  • Q1 2020: 22%, 122 in both
  • Q2 2020: 23%, 129 in both
  • Q3 2020: 23%, 131 in both
  • Q4 2020: 22%, 140 in both
  • Q1 2021: 24%, 142 in both
  • Q2 2021: 23%, 145 in both
  • Q3 2021: 21%, 145 in both
  • Q4 2021: 23%, 145 in both
  • Q1 2022: 23%, 159 in both
  • Q2 2022: 23%, 153 in both
  • Q3 2022: 24%, 161 in both
  • Q4 2022: 24%, 173 in both
  • Q1 2023: 22%, 167 in both
  • Q2 2023: 25%, 148 in both
  • Q3 2023: 25%, 155 in both
  • Q4 2023: 26%, 155 in both
  • Q1 2024: 27%, 152 in both
  • Q2 2024: 33%, 184 in both
  • Q3 2024: 29%, 167 in both
  • Q4 2024: 30%, 159 in both
  • Q1 2025: 33%, 170 in both
  • Q2 2025: 38%, 192 in both
  • Q3 2025: 41%, 192 in both
  • Q4 2025: 41%, 196 in both
  • Q1 2026: 41%, 204 in both
  • Q2 2026: 42%, 189 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockAcadian Asset Management LLCFidelity (FMR LLC)
Nvidia Corp(NVDA)4.6%Added8.9%Added
Apple Inc(AAPL)5.5%Added4.1%Added
Alphabet Inc(GOOGL)2.6%Trimmed3.9%Added
Amazon Com Inc(AMZN)2.4%Added3.8%Added
Microsoft Corp(MSFT)2.1%Trimmed3.0%Trimmed
Micron Technology Inc(MU)1.6%Trimmed1.3%Trimmed
Facebook Inc(META)1.3%Added2.3%Trimmed
Broadcom LTD(AVGO)1.3%Added2.4%Added
Alphabet Inc(GOOG)1.2%Trimmed1.9%Added
Eli Lilly & Co(LLY)0.7%Trimmed1.5%Added
Advanced Micro Devices Inc(AMD)0.7%Added0.6%Added
Lam Research Corp(LRCX)1.1%Trimmed0.6%Added
Kla-tencor Corp(KLAC)1.2%Added0.6%Added
Unitedhealth Group Inc(UNH)0.6%Added0.5%Added
Intel Corp(INTC)0.5%Added0.6%Added
Tesla MTRS Inc(TSLA)0.5%Trimmed0.7%Added
Asml Holding N V(ASML)1.2%Trimmed0.5%Added
Bank of America Corporation(BAC)0.5%Trimmed0.5%Trimmed
Exxon Mobil Corp(XOM)0.5%Trimmed0.8%Trimmed
Western Digital Corp(WDC)0.4%Trimmed0.7%Trimmed

and 169 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Alphabet Inc(GOOGL)Acadian Asset Management LLC trimmed; Fidelity (FMR LLC) added
  • Facebook Inc(META)Acadian Asset Management LLC added; Fidelity (FMR LLC) trimmed
  • Alphabet Inc(GOOG)Acadian Asset Management LLC trimmed; Fidelity (FMR LLC) added
  • Eli Lilly & Co(LLY)Acadian Asset Management LLC trimmed; Fidelity (FMR LLC) added
  • SanDisk Corp(SNDK)Acadian Asset Management LLC added; Fidelity (FMR LLC) trimmed
  • Tesla MTRS Inc(TSLA)Acadian Asset Management LLC trimmed; Fidelity (FMR LLC) added
  • Lam Research Corp(LRCX)Acadian Asset Management LLC trimmed; Fidelity (FMR LLC) added
  • Wells Fargo & Co New(WFC)Acadian Asset Management LLC added; Fidelity (FMR LLC) trimmed
  • Amphenol Corp New(APH)Acadian Asset Management LLC added; Fidelity (FMR LLC) trimmed
  • Mastercard Inc(MA)Acadian Asset Management LLC added; Fidelity (FMR LLC) trimmed
  • Asml Holding N V(ASML)Acadian Asset Management LLC trimmed; Fidelity (FMR LLC) added
  • Netflix Inc(NFLX)Acadian Asset Management LLC added; Fidelity (FMR LLC) trimmed
Acadian Asset Management LLC: the recordFidelity (FMR LLC): the record

Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More