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← AQR Capital Management LLC, its record

AQR Capital Management LLC and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 34% of the two 13F books was the same, across 228 stocks both listed, against 31% 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: 31%, 176 in bothQ3 2013: 31%, 192 in bothQ4 2013: 30%, 199 in bothQ1 2014: 32%, 206 in both14Q2 2014: 31%, 202 in bothQ3 2014: 31%, 203 in bothQ4 2014: 32%, 203 in bothQ1 2015: 36%, 219 in both15Q2 2015: 36%, 217 in bothQ3 2015: 34%, 222 in bothQ4 2015: 33%, 226 in bothQ1 2016: 33%, 225 in both16Q2 2016: 32%, 221 in bothQ3 2016: 31%, 210 in bothQ4 2016: 30%, 211 in bothQ1 2017: 31%, 211 in both17Q2 2017: 30%, 208 in bothQ3 2017: 33%, 220 in bothQ4 2017: 33%, 226 in bothQ1 2018: 32%, 224 in both18Q2 2018: 32%, 222 in bothQ3 2018: 33%, 227 in bothQ4 2018: 36%, 227 in bothQ1 2019: 36%, 227 in both19Q2 2019: 37%, 221 in bothQ3 2019: 35%, 214 in bothQ4 2019: 36%, 210 in bothQ1 2020: 39%, 218 in both20Q2 2020: 40%, 225 in bothQ3 2020: 40%, 215 in bothQ4 2020: 40%, 210 in bothQ1 2021: 39%, 211 in both21Q2 2021: 39%, 212 in bothQ3 2021: 39%, 204 in bothQ4 2021: 40%, 219 in bothQ1 2022: 39%, 216 in both22Q2 2022: 36%, 209 in bothQ3 2022: 36%, 212 in bothQ4 2022: 35%, 212 in bothQ1 2023: 36%, 209 in both23Q2 2023: 35%, 213 in bothQ3 2023: 34%, 211 in bothQ4 2023: 34%, 206 in bothQ1 2024: 35%, 205 in both24Q2 2024: 36%, 211 in bothQ3 2024: 36%, 211 in bothQ4 2024: 36%, 218 in bothQ1 2025: 34%, 228 in both25Q2 2025: 32%, 230 in bothQ3 2025: 32%, 212 in bothQ4 2025: 31%, 222 in bothQ1 2026: 31%, 224 in both26Q2 2026: 34%, 228 in both
  • Q2 2013: 31%, 176 in both
  • Q3 2013: 31%, 192 in both
  • Q4 2013: 30%, 199 in both
  • Q1 2014: 32%, 206 in both
  • Q2 2014: 31%, 202 in both
  • Q3 2014: 31%, 203 in both
  • Q4 2014: 32%, 203 in both
  • Q1 2015: 36%, 219 in both
  • Q2 2015: 36%, 217 in both
  • Q3 2015: 34%, 222 in both
  • Q4 2015: 33%, 226 in both
  • Q1 2016: 33%, 225 in both
  • Q2 2016: 32%, 221 in both
  • Q3 2016: 31%, 210 in both
  • Q4 2016: 30%, 211 in both
  • Q1 2017: 31%, 211 in both
  • Q2 2017: 30%, 208 in both
  • Q3 2017: 33%, 220 in both
  • Q4 2017: 33%, 226 in both
  • Q1 2018: 32%, 224 in both
  • Q2 2018: 32%, 222 in both
  • Q3 2018: 33%, 227 in both
  • Q4 2018: 36%, 227 in both
  • Q1 2019: 36%, 227 in both
  • Q2 2019: 37%, 221 in both
  • Q3 2019: 35%, 214 in both
  • Q4 2019: 36%, 210 in both
  • Q1 2020: 39%, 218 in both
  • Q2 2020: 40%, 225 in both
  • Q3 2020: 40%, 215 in both
  • Q4 2020: 40%, 210 in both
  • Q1 2021: 39%, 211 in both
  • Q2 2021: 39%, 212 in both
  • Q3 2021: 39%, 204 in both
  • Q4 2021: 40%, 219 in both
  • Q1 2022: 39%, 216 in both
  • Q2 2022: 36%, 209 in both
  • Q3 2022: 36%, 212 in both
  • Q4 2022: 35%, 212 in both
  • Q1 2023: 36%, 209 in both
  • Q2 2023: 35%, 213 in both
  • Q3 2023: 34%, 211 in both
  • Q4 2023: 34%, 206 in both
  • Q1 2024: 35%, 205 in both
  • Q2 2024: 36%, 211 in both
  • Q3 2024: 36%, 211 in both
  • Q4 2024: 36%, 218 in both
  • Q1 2025: 34%, 228 in both
  • Q2 2025: 32%, 230 in both
  • Q3 2025: 32%, 212 in both
  • Q4 2025: 31%, 222 in both
  • Q1 2026: 31%, 224 in both
  • Q2 2026: 34%, 228 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.

StockAQR Capital Management LLCWellington Management Group LLP
Nvidia Corp(NVDA)2.6%Added4.2%Trimmed
Apple Inc(AAPL)1.7%Added3.0%Trimmed
Microsoft Corp(MSFT)1.5%Added3.1%Trimmed
Micron Technology Inc(MU)1.5%Trimmed1.0%Added
Amazon Com Inc(AMZN)1.0%Added2.3%Trimmed
Broadcom Inc(AVGO)0.9%Added3.4%Added
Alphabet Inc(GOOG)0.8%Added1.0%Added
Alphabet Inc(GOOGL)0.7%Added2.7%Trimmed
General Electric Co(GE)0.5%Trimmed0.4%Added
Lilly Eli & Co(LLY)0.4%Added2.3%Trimmed
Tesla MTRS Inc(TSLA)0.4%Added0.7%Added
Facebook Inc(META)0.4%Added0.7%Trimmed
Intel Corp(INTC)0.5%Trimmed0.4%Added
Seagate Technology Hldngs PL(STX)0.4%Added0.4%Added
Chubb Limited(CB)0.5%Added0.4%Trimmed
Merck & Co Inc New(MRK)0.4%Trimmed1.9%Added
SanDisk Corp(SNDK)0.3%Trimmed0.4%Added
Advanced Micro Devices Inc(AMD)0.3%Added0.9%Added
TJX Cos Inc New(TJX)0.3%Added0.3%Trimmed
Berkshire Hathaway Inc Del(BRK-B)0.4%Added0.3%Added

and 208 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)AQR Capital Management LLC added; Wellington Management Group LLP trimmed
  • Microsoft Corp(MSFT)AQR Capital Management LLC added; Wellington Management Group LLP trimmed
  • Apple Inc(AAPL)AQR Capital Management LLC added; Wellington Management Group LLP trimmed
  • Alphabet Inc(GOOGL)AQR Capital Management LLC added; Wellington Management Group LLP trimmed
  • Lilly Eli & Co(LLY)AQR Capital Management LLC added; Wellington Management Group LLP trimmed
  • Amazon Com Inc(AMZN)AQR Capital Management LLC added; Wellington Management Group LLP trimmed
  • Merck & Co Inc New(MRK)AQR Capital Management LLC trimmed; Wellington Management Group LLP added
  • Mastercard Inc(MA)AQR Capital Management LLC added; Wellington Management Group LLP trimmed
  • Micron Technology Inc(MU)AQR Capital Management LLC trimmed; Wellington Management Group LLP added
  • Johnson & Johnson(JNJ)AQR Capital Management LLC trimmed; Wellington Management Group LLP added
  • Facebook Inc(META)AQR Capital Management LLC added; Wellington Management Group LLP trimmed
  • Sempra Energy(SRE)AQR Capital Management LLC added; Wellington Management Group LLP trimmed
AQR Capital Management LLC: the recordWellington Management Group LLP: the record

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