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← Acadian Asset Management LLC, its record

Acadian Asset Management LLC and Invesco Ltd: where the books meet

At Q2 2026, at least 47% of the two 13F books was the same, across 221 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%24%47%Q2 2013: 0.0%, 0 in bothQ3 2013: 13%, 124 in bothQ4 2013: 13%, 118 in bothQ1 2014: 13%, 121 in both14Q2 2014: 12%, 128 in bothQ3 2014: 12%, 120 in bothQ4 2014: 13%, 111 in bothQ1 2015: 13%, 108 in both15Q2 2015: 13%, 115 in bothQ3 2015: 13%, 123 in bothQ4 2015: 14%, 118 in bothQ1 2016: 14%, 118 in both16Q2 2016: 14%, 107 in bothQ3 2016: 18%, 120 in bothQ4 2016: 17%, 117 in bothQ1 2017: 17%, 107 in both17Q2 2017: 17%, 120 in bothQ3 2017: 20%, 134 in bothQ4 2017: 20%, 139 in bothQ1 2018: 19%, 138 in both18Q2 2018: 18%, 141 in bothQ3 2018: 17%, 124 in bothQ4 2018: 18%, 145 in bothQ1 2019: 19%, 147 in both19Q2 2019: 19%, 133 in bothQ3 2019: 22%, 146 in bothQ4 2019: 20%, 122 in bothQ1 2020: 24%, 133 in both20Q2 2020: 27%, 145 in bothQ3 2020: 27%, 147 in bothQ4 2020: 25%, 159 in bothQ1 2021: 24%, 156 in both21Q2 2021: 23%, 147 in bothQ3 2021: 22%, 160 in bothQ4 2021: 26%, 168 in bothQ1 2022: 26%, 183 in both22Q2 2022: 25%, 183 in bothQ3 2022: 25%, 173 in bothQ4 2022: 25%, 194 in bothQ1 2023: 26%, 191 in both23Q2 2023: 28%, 181 in bothQ3 2023: 28%, 181 in bothQ4 2023: 28%, 173 in bothQ1 2024: 27%, 168 in both24Q2 2024: 33%, 201 in bothQ3 2024: 31%, 192 in bothQ4 2024: 31%, 181 in bothQ1 2025: 34%, 187 in both25Q2 2025: 42%, 214 in bothQ3 2025: 43%, 217 in bothQ4 2025: 45%, 219 in bothQ1 2026: 46%, 246 in both26Q2 2026: 47%, 221 in both
  • Q2 2013: 0.0%, 0 in both
  • Q3 2013: 13%, 124 in both
  • Q4 2013: 13%, 118 in both
  • Q1 2014: 13%, 121 in both
  • Q2 2014: 12%, 128 in both
  • Q3 2014: 12%, 120 in both
  • Q4 2014: 13%, 111 in both
  • Q1 2015: 13%, 108 in both
  • Q2 2015: 13%, 115 in both
  • Q3 2015: 13%, 123 in both
  • Q4 2015: 14%, 118 in both
  • Q1 2016: 14%, 118 in both
  • Q2 2016: 14%, 107 in both
  • Q3 2016: 18%, 120 in both
  • Q4 2016: 17%, 117 in both
  • Q1 2017: 17%, 107 in both
  • Q2 2017: 17%, 120 in both
  • Q3 2017: 20%, 134 in both
  • Q4 2017: 20%, 139 in both
  • Q1 2018: 19%, 138 in both
  • Q2 2018: 18%, 141 in both
  • Q3 2018: 17%, 124 in both
  • Q4 2018: 18%, 145 in both
  • Q1 2019: 19%, 147 in both
  • Q2 2019: 19%, 133 in both
  • Q3 2019: 22%, 146 in both
  • Q4 2019: 20%, 122 in both
  • Q1 2020: 24%, 133 in both
  • Q2 2020: 27%, 145 in both
  • Q3 2020: 27%, 147 in both
  • Q4 2020: 25%, 159 in both
  • Q1 2021: 24%, 156 in both
  • Q2 2021: 23%, 147 in both
  • Q3 2021: 22%, 160 in both
  • Q4 2021: 26%, 168 in both
  • Q1 2022: 26%, 183 in both
  • Q2 2022: 25%, 183 in both
  • Q3 2022: 25%, 173 in both
  • Q4 2022: 25%, 194 in both
  • Q1 2023: 26%, 191 in both
  • Q2 2023: 28%, 181 in both
  • Q3 2023: 28%, 181 in both
  • Q4 2023: 28%, 173 in both
  • Q1 2024: 27%, 168 in both
  • Q2 2024: 33%, 201 in both
  • Q3 2024: 31%, 192 in both
  • Q4 2024: 31%, 181 in both
  • Q1 2025: 34%, 187 in both
  • Q2 2025: 42%, 214 in both
  • Q3 2025: 43%, 217 in both
  • Q4 2025: 45%, 219 in both
  • Q1 2026: 46%, 246 in both
  • Q2 2026: 47%, 221 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 LLCInvesco Ltd
Nvidia Corp(NVDA)4.6%Added5.2%Added
Apple Inc(AAPL)5.5%Added4.3%Added
Alphabet Inc(GOOGL)2.6%Trimmed2.6%Added
Amazon Com Inc(AMZN)2.4%Added2.7%Added
Microsoft Corp(MSFT)2.1%Trimmed3.0%Added
Applied Matls Inc(AMAT)1.7%Trimmed1.6%Added
Micron Technology Inc(MU)1.6%Trimmed3.3%Added
Facebook Inc(META)1.3%Added1.7%Added
Broadcom LTD(AVGO)1.3%Added2.1%Trimmed
Alphabet Inc(GOOG)1.2%Trimmed1.8%Added
Lam Research Corp(LRCX)1.1%Trimmed1.8%Added
Kla-tencor Corp(KLAC)1.2%Added1.1%Added
Costco WHSL Corp New(COST)1.3%Added1.0%Added
Cisco Sys Inc(CSCO)0.8%Added1.3%Trimmed
Advanced Micro Devices Inc(AMD)0.7%Added2.4%Added
G7997r103(STX)0.5%Trimmed0.6%Added
Asml Holding N V(ASML)1.2%Trimmed0.5%Added
Intel Corp(INTC)0.5%Added1.7%Added
Tesla MTRS Inc(TSLA)0.5%Trimmed1.8%Added
Pepsico Inc(PEP)1.1%Added0.5%Added

and 201 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.

  • Micron Technology Inc(MU)Acadian Asset Management LLC trimmed; Invesco Ltd added
  • Microsoft Corp(MSFT)Acadian Asset Management LLC trimmed; Invesco Ltd added
  • Alphabet Inc(GOOGL)Acadian Asset Management LLC trimmed; Invesco Ltd added
  • Broadcom LTD(AVGO)Acadian Asset Management LLC added; Invesco Ltd trimmed
  • Alphabet Inc(GOOG)Acadian Asset Management LLC trimmed; Invesco Ltd added
  • Tesla MTRS Inc(TSLA)Acadian Asset Management LLC trimmed; Invesco Ltd added
  • Lam Research Corp(LRCX)Acadian Asset Management LLC trimmed; Invesco Ltd added
  • Applied Matls Inc(AMAT)Acadian Asset Management LLC trimmed; Invesco Ltd added
  • Wal Mart Stores Inc(WMT)Acadian Asset Management LLC trimmed; Invesco Ltd added
  • Cisco Sys Inc(CSCO)Acadian Asset Management LLC added; Invesco Ltd trimmed
  • Western Digital Corp(WDC)Acadian Asset Management LLC trimmed; Invesco Ltd added
  • Marvell Technology Inc(MRVL)Acadian Asset Management LLC trimmed; Invesco Ltd added
Acadian Asset Management LLC: the recordInvesco Ltd: the record

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