L3VLUP
ProSign in
← Acadian Asset Management LLC, its record

Acadian Asset Management LLC and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 40% of the two 13F books was the same, across 180 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%20%40%Q2 2013: 0.0%, 0 in bothQ3 2013: 15%, 94 in bothQ4 2013: 15%, 103 in bothQ1 2014: 13%, 98 in both14Q2 2014: 11%, 100 in bothQ3 2014: 11%, 101 in bothQ4 2014: 11%, 95 in bothQ1 2015: 11%, 90 in both15Q2 2015: 12%, 101 in bothQ3 2015: 12%, 100 in bothQ4 2015: 13%, 99 in bothQ1 2016: 12%, 105 in both16Q2 2016: 14%, 103 in bothQ3 2016: 17%, 101 in bothQ4 2016: 18%, 105 in bothQ1 2017: 18%, 107 in both17Q2 2017: 19%, 114 in bothQ3 2017: 20%, 129 in bothQ4 2017: 20%, 130 in bothQ1 2018: 20%, 127 in both18Q2 2018: 19%, 124 in bothQ3 2018: 18%, 118 in bothQ4 2018: 19%, 128 in bothQ1 2019: 21%, 125 in both19Q2 2019: 21%, 110 in bothQ3 2019: 23%, 131 in bothQ4 2019: 21%, 109 in bothQ1 2020: 25%, 123 in both20Q2 2020: 27%, 135 in bothQ3 2020: 27%, 123 in bothQ4 2020: 26%, 135 in bothQ1 2021: 25%, 138 in both21Q2 2021: 26%, 139 in bothQ3 2021: 24%, 143 in bothQ4 2021: 26%, 145 in bothQ1 2022: 25%, 148 in both22Q2 2022: 23%, 144 in bothQ3 2022: 23%, 144 in bothQ4 2022: 23%, 154 in bothQ1 2023: 22%, 158 in both23Q2 2023: 25%, 136 in bothQ3 2023: 24%, 138 in bothQ4 2023: 24%, 141 in bothQ1 2024: 25%, 130 in both24Q2 2024: 29%, 165 in bothQ3 2024: 27%, 146 in bothQ4 2024: 29%, 142 in bothQ1 2025: 32%, 160 in both25Q2 2025: 39%, 175 in bothQ3 2025: 40%, 173 in bothQ4 2025: 40%, 177 in bothQ1 2026: 38%, 193 in both26Q2 2026: 40%, 180 in both
  • Q2 2013: 0.0%, 0 in both
  • Q3 2013: 15%, 94 in both
  • Q4 2013: 15%, 103 in both
  • Q1 2014: 13%, 98 in both
  • Q2 2014: 11%, 100 in both
  • Q3 2014: 11%, 101 in both
  • Q4 2014: 11%, 95 in both
  • Q1 2015: 11%, 90 in both
  • Q2 2015: 12%, 101 in both
  • Q3 2015: 12%, 100 in both
  • Q4 2015: 13%, 99 in both
  • Q1 2016: 12%, 105 in both
  • Q2 2016: 14%, 103 in both
  • Q3 2016: 17%, 101 in both
  • Q4 2016: 18%, 105 in both
  • Q1 2017: 18%, 107 in both
  • Q2 2017: 19%, 114 in both
  • Q3 2017: 20%, 129 in both
  • Q4 2017: 20%, 130 in both
  • Q1 2018: 20%, 127 in both
  • Q2 2018: 19%, 124 in both
  • Q3 2018: 18%, 118 in both
  • Q4 2018: 19%, 128 in both
  • Q1 2019: 21%, 125 in both
  • Q2 2019: 21%, 110 in both
  • Q3 2019: 23%, 131 in both
  • Q4 2019: 21%, 109 in both
  • Q1 2020: 25%, 123 in both
  • Q2 2020: 27%, 135 in both
  • Q3 2020: 27%, 123 in both
  • Q4 2020: 26%, 135 in both
  • Q1 2021: 25%, 138 in both
  • Q2 2021: 26%, 139 in both
  • Q3 2021: 24%, 143 in both
  • Q4 2021: 26%, 145 in both
  • Q1 2022: 25%, 148 in both
  • Q2 2022: 23%, 144 in both
  • Q3 2022: 23%, 144 in both
  • Q4 2022: 23%, 154 in both
  • Q1 2023: 22%, 158 in both
  • Q2 2023: 25%, 136 in both
  • Q3 2023: 24%, 138 in both
  • Q4 2023: 24%, 141 in both
  • Q1 2024: 25%, 130 in both
  • Q2 2024: 29%, 165 in both
  • Q3 2024: 27%, 146 in both
  • Q4 2024: 29%, 142 in both
  • Q1 2025: 32%, 160 in both
  • Q2 2025: 39%, 175 in both
  • Q3 2025: 40%, 173 in both
  • Q4 2025: 40%, 177 in both
  • Q1 2026: 38%, 193 in both
  • Q2 2026: 40%, 180 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 LLCWellington Management Group LLP
Nvidia Corp(NVDA)4.6%Added4.2%Trimmed
Apple Inc(AAPL)5.5%Added3.0%Trimmed
Alphabet Inc(GOOGL)2.6%Trimmed2.7%Trimmed
Amazon Com Inc(AMZN)2.4%Added2.3%Trimmed
Microsoft Corp(MSFT)2.1%Trimmed3.1%Trimmed
Broadcom LTD(AVGO)1.3%Added3.4%Added
Alphabet Inc(GOOG)1.2%Trimmed1.0%Added
Micron Technology Inc(MU)1.6%Trimmed1.0%Added
Kla-tencor Corp(KLAC)1.2%Added0.8%Added
Eli Lilly & Co(LLY)0.7%Trimmed2.3%Trimmed
Facebook Inc(META)1.3%Added0.7%Trimmed
Advanced Micro Devices Inc(AMD)0.7%Added0.9%Added
Merck & Co Inc New(MRK)0.6%Trimmed1.9%Added
Unitedhealth Group Inc(UNH)0.6%Added0.8%Added
Anthem Inc(ELV)0.5%Added0.6%Added
Astrazeneca PLC(AZN)0.5%Trimmed0.9%Added
Tesla MTRS Inc(TSLA)0.5%Trimmed0.7%Added
Bank of America Corporation(BAC)0.5%Trimmed0.4%Trimmed
Johnson & Johnson(JNJ)0.4%Trimmed1.0%Added
Intel Corp(INTC)0.5%Added0.4%Added

and 160 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.

  • Nvidia Corp(NVDA)Acadian Asset Management LLC added; Wellington Management Group LLP trimmed
  • Apple Inc(AAPL)Acadian Asset Management LLC added; Wellington Management Group LLP trimmed
  • Amazon Com Inc(AMZN)Acadian Asset Management LLC added; Wellington Management Group LLP trimmed
  • Merck & Co Inc New(MRK)Acadian Asset Management LLC trimmed; Wellington Management Group LLP added
  • Mastercard Inc(MA)Acadian Asset Management LLC added; Wellington Management Group LLP trimmed
  • Alphabet Inc(GOOG)Acadian Asset Management LLC trimmed; Wellington Management Group LLP added
  • Micron Technology Inc(MU)Acadian Asset Management LLC trimmed; Wellington Management Group LLP added
  • Johnson & Johnson(JNJ)Acadian Asset Management LLC trimmed; Wellington Management Group LLP added
  • Astrazeneca PLC(AZN)Acadian Asset Management LLC trimmed; Wellington Management Group LLP added
  • Tesla MTRS Inc(TSLA)Acadian Asset Management LLC trimmed; Wellington Management Group LLP added
  • Facebook Inc(META)Acadian Asset Management LLC added; Wellington Management Group LLP trimmed
  • Sempra Energy(SRE)Acadian Asset Management LLC added; Wellington Management Group LLP trimmed
Acadian Asset Management LLC: the recordWellington Management Group LLP: 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