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← AllianceBernstein LP, its record

AllianceBernstein LP and Capital Research Global Investors: where the books meet

At Q2 2026, at least 43% of the two 13F books was the same, across 195 stocks both listed, against 28% 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%48%Q2 2013: 28%, 172 in bothQ3 2013: 28%, 172 in bothQ4 2013: 29%, 175 in bothQ1 2014: 30%, 170 in both14Q2 2014: 28%, 176 in bothQ3 2014: 28%, 173 in bothQ4 2014: 28%, 180 in bothQ1 2015: 26%, 179 in both15Q2 2015: 27%, 179 in bothQ3 2015: 27%, 177 in bothQ4 2015: 29%, 170 in bothQ1 2016: 28%, 171 in both16Q2 2016: 29%, 176 in bothQ3 2016: 30%, 168 in bothQ4 2016: 33%, 181 in bothQ1 2017: 33%, 186 in both17Q2 2017: 34%, 185 in bothQ3 2017: 33%, 181 in bothQ4 2017: 33%, 177 in bothQ1 2018: 33%, 184 in both18Q2 2018: 34%, 184 in bothQ3 2018: 34%, 192 in bothQ4 2018: 34%, 179 in bothQ1 2019: 33%, 186 in both19Q2 2019: 32%, 180 in bothQ3 2019: 33%, 177 in bothQ4 2019: 33%, 181 in bothQ1 2020: 35%, 174 in both20Q2 2020: 36%, 183 in bothQ3 2020: 36%, 180 in bothQ4 2020: 35%, 177 in bothQ1 2021: 34%, 180 in both21Q2 2021: 34%, 182 in bothQ3 2021: 35%, 181 in bothQ4 2021: 35%, 172 in bothQ1 2022: 35%, 180 in both22Q2 2022: 35%, 177 in bothQ3 2022: 35%, 169 in bothQ4 2022: 32%, 176 in bothQ1 2023: 34%, 180 in both23Q2 2023: 35%, 181 in bothQ3 2023: 36%, 178 in bothQ4 2023: 37%, 181 in bothQ1 2024: 38%, 184 in both24Q2 2024: 41%, 194 in bothQ3 2024: 41%, 195 in bothQ4 2024: 43%, 210 in bothQ1 2025: 43%, 221 in both25Q2 2025: 46%, 200 in bothQ3 2025: 48%, 201 in bothQ4 2025: 47%, 200 in bothQ1 2026: 48%, 206 in both26Q2 2026: 43%, 195 in both
  • Q2 2013: 28%, 172 in both
  • Q3 2013: 28%, 172 in both
  • Q4 2013: 29%, 175 in both
  • Q1 2014: 30%, 170 in both
  • Q2 2014: 28%, 176 in both
  • Q3 2014: 28%, 173 in both
  • Q4 2014: 28%, 180 in both
  • Q1 2015: 26%, 179 in both
  • Q2 2015: 27%, 179 in both
  • Q3 2015: 27%, 177 in both
  • Q4 2015: 29%, 170 in both
  • Q1 2016: 28%, 171 in both
  • Q2 2016: 29%, 176 in both
  • Q3 2016: 30%, 168 in both
  • Q4 2016: 33%, 181 in both
  • Q1 2017: 33%, 186 in both
  • Q2 2017: 34%, 185 in both
  • Q3 2017: 33%, 181 in both
  • Q4 2017: 33%, 177 in both
  • Q1 2018: 33%, 184 in both
  • Q2 2018: 34%, 184 in both
  • Q3 2018: 34%, 192 in both
  • Q4 2018: 34%, 179 in both
  • Q1 2019: 33%, 186 in both
  • Q2 2019: 32%, 180 in both
  • Q3 2019: 33%, 177 in both
  • Q4 2019: 33%, 181 in both
  • Q1 2020: 35%, 174 in both
  • Q2 2020: 36%, 183 in both
  • Q3 2020: 36%, 180 in both
  • Q4 2020: 35%, 177 in both
  • Q1 2021: 34%, 180 in both
  • Q2 2021: 34%, 182 in both
  • Q3 2021: 35%, 181 in both
  • Q4 2021: 35%, 172 in both
  • Q1 2022: 35%, 180 in both
  • Q2 2022: 35%, 177 in both
  • Q3 2022: 35%, 169 in both
  • Q4 2022: 32%, 176 in both
  • Q1 2023: 34%, 180 in both
  • Q2 2023: 35%, 181 in both
  • Q3 2023: 36%, 178 in both
  • Q4 2023: 37%, 181 in both
  • Q1 2024: 38%, 184 in both
  • Q2 2024: 41%, 194 in both
  • Q3 2024: 41%, 195 in both
  • Q4 2024: 43%, 210 in both
  • Q1 2025: 43%, 221 in both
  • Q2 2025: 46%, 200 in both
  • Q3 2025: 48%, 201 in both
  • Q4 2025: 47%, 200 in both
  • Q1 2026: 48%, 206 in both
  • Q2 2026: 43%, 195 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.

StockAllianceBernstein LPCapital Research Global Investors
Nvidia Corp(NVDA)5.6%Trimmed5.7%Added
Microsoft Corp(MSFT)3.2%Trimmed4.9%Trimmed
Amazon.com Inc(AMZN)2.6%Trimmed4.0%Added
Apple Inc(AAPL)3.6%Added2.4%Trimmed
Broadcom Inc(AVGO)2.4%Trimmed6.0%Trimmed
Facebook Inc(META)2.3%Trimmed3.1%Added
Alphabet Inc(GOOG)3.5%Trimmed2.1%Added
Eli Lilly & Co(LLY)1.3%Trimmed3.5%Trimmed
Alphabet Inc(GOOGL)1.1%Added3.1%Added
Home Depot Inc(HD)0.7%Added0.8%Added
Taiwan Semiconductor Manufacturing Co LT(TSM)0.8%Trimmed0.7%Added
Netflix Inc(NFLX)1.1%Trimmed0.7%Added
Applied Materials Inc(AMAT)0.6%Trimmed2.2%Trimmed
Unitedhealth Group Inc(UNH)0.7%Added0.6%Trimmed
Progressive Corp/the(PGR)0.6%Trimmed0.8%Added
Exxon Mobil Corp(XOM)0.6%Added0.6%Trimmed
Raytheon Technologies Corp(RTX)0.6%Added1.4%Added
General Electric Co(GE)0.5%Added1.6%Trimmed
JPMorgan Chase & Co(JPM)0.5%Added1.3%Added
Vertex Pharmaceuticals Inc(VRTX)0.4%Trimmed1.4%Trimmed

and 175 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)AllianceBernstein LP trimmed; Capital Research Global Investors added
  • Amazon.com Inc(AMZN)AllianceBernstein LP trimmed; Capital Research Global Investors added
  • Facebook Inc(META)AllianceBernstein LP trimmed; Capital Research Global Investors added
  • Apple Inc(AAPL)AllianceBernstein LP added; Capital Research Global Investors trimmed
  • Philip Morris International Inc(PM)AllianceBernstein LP trimmed; Capital Research Global Investors added
  • Alphabet Inc(GOOG)AllianceBernstein LP trimmed; Capital Research Global Investors added
  • General Electric Co(GE)AllianceBernstein LP added; Capital Research Global Investors trimmed
  • Royal Caribbean Cruises LTD(RCL)AllianceBernstein LP trimmed; Capital Research Global Investors added
  • Intel Corp(INTC)AllianceBernstein LP added; Capital Research Global Investors trimmed
  • Uber Technologies Inc(UBER)AllianceBernstein LP trimmed; Capital Research Global Investors added
  • Cisco Systems Inc(CSCO)AllianceBernstein LP trimmed; Capital Research Global Investors added
  • Carrier Global Corporation(CARR)AllianceBernstein LP added; Capital Research Global Investors trimmed
AllianceBernstein LP: the recordCapital Research Global Investors: the record

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