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← Artisan Partners LP, its record

Artisan Partners LP and MFS Investment Management: where the books meet

At Q2 2026, at least 25% of the two 13F books was the same, across 143 stocks both listed, against 16% 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%15%30%Q2 2013: 16%, 122 in bothQ3 2013: 16%, 101 in bothQ4 2013: 16%, 102 in bothQ1 2014: 15%, 110 in both14Q2 2014: 16%, 115 in bothQ3 2014: 17%, 118 in bothQ4 2014: 16%, 112 in bothQ1 2015: 17%, 119 in both15Q2 2015: 17%, 123 in bothQ3 2015: 17%, 119 in bothQ4 2015: 19%, 123 in bothQ1 2016: 20%, 124 in both16Q2 2016: 21%, 120 in bothQ3 2016: 22%, 115 in bothQ4 2016: 22%, 110 in bothQ1 2017: 23%, 114 in both17Q2 2017: 23%, 111 in bothQ3 2017: 23%, 111 in bothQ4 2017: 24%, 121 in bothQ1 2018: 22%, 115 in both18Q2 2018: 23%, 111 in bothQ3 2018: 21%, 111 in bothQ4 2018: 21%, 113 in bothQ1 2019: 21%, 109 in both19Q2 2019: 22%, 114 in bothQ3 2019: 24%, 114 in bothQ4 2019: 24%, 120 in bothQ1 2020: 25%, 117 in both20Q2 2020: 27%, 129 in bothQ3 2020: 26%, 128 in bothQ4 2020: 25%, 123 in bothQ1 2021: 25%, 121 in both21Q2 2021: 26%, 125 in bothQ3 2021: 26%, 125 in bothQ4 2021: 28%, 130 in bothQ1 2022: 28%, 130 in both22Q2 2022: 26%, 127 in bothQ3 2022: 26%, 133 in bothQ4 2022: 25%, 132 in bothQ1 2023: 26%, 131 in both23Q2 2023: 27%, 123 in bothQ3 2023: 27%, 132 in bothQ4 2023: 28%, 143 in bothQ1 2024: 29%, 144 in both24Q2 2024: 30%, 143 in bothQ3 2024: 30%, 137 in bothQ4 2024: 30%, 147 in bothQ1 2025: 29%, 143 in both25Q2 2025: 29%, 147 in bothQ3 2025: 27%, 143 in bothQ4 2025: 27%, 144 in bothQ1 2026: 27%, 137 in both26Q2 2026: 25%, 143 in both
  • Q2 2013: 16%, 122 in both
  • Q3 2013: 16%, 101 in both
  • Q4 2013: 16%, 102 in both
  • Q1 2014: 15%, 110 in both
  • Q2 2014: 16%, 115 in both
  • Q3 2014: 17%, 118 in both
  • Q4 2014: 16%, 112 in both
  • Q1 2015: 17%, 119 in both
  • Q2 2015: 17%, 123 in both
  • Q3 2015: 17%, 119 in both
  • Q4 2015: 19%, 123 in both
  • Q1 2016: 20%, 124 in both
  • Q2 2016: 21%, 120 in both
  • Q3 2016: 22%, 115 in both
  • Q4 2016: 22%, 110 in both
  • Q1 2017: 23%, 114 in both
  • Q2 2017: 23%, 111 in both
  • Q3 2017: 23%, 111 in both
  • Q4 2017: 24%, 121 in both
  • Q1 2018: 22%, 115 in both
  • Q2 2018: 23%, 111 in both
  • Q3 2018: 21%, 111 in both
  • Q4 2018: 21%, 113 in both
  • Q1 2019: 21%, 109 in both
  • Q2 2019: 22%, 114 in both
  • Q3 2019: 24%, 114 in both
  • Q4 2019: 24%, 120 in both
  • Q1 2020: 25%, 117 in both
  • Q2 2020: 27%, 129 in both
  • Q3 2020: 26%, 128 in both
  • Q4 2020: 25%, 123 in both
  • Q1 2021: 25%, 121 in both
  • Q2 2021: 26%, 125 in both
  • Q3 2021: 26%, 125 in both
  • Q4 2021: 28%, 130 in both
  • Q1 2022: 28%, 130 in both
  • Q2 2022: 26%, 127 in both
  • Q3 2022: 26%, 133 in both
  • Q4 2022: 25%, 132 in both
  • Q1 2023: 26%, 131 in both
  • Q2 2023: 27%, 123 in both
  • Q3 2023: 27%, 132 in both
  • Q4 2023: 28%, 143 in both
  • Q1 2024: 29%, 144 in both
  • Q2 2024: 30%, 143 in both
  • Q3 2024: 30%, 137 in both
  • Q4 2024: 30%, 147 in both
  • Q1 2025: 29%, 143 in both
  • Q2 2025: 29%, 147 in both
  • Q3 2025: 27%, 143 in both
  • Q4 2025: 27%, 144 in both
  • Q1 2026: 27%, 137 in both
  • Q2 2026: 25%, 143 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.

StockArtisan Partners LPMFS Investment Management
Alphabet Inc(GOOGL)3.1%Trimmed3.3%Added
Amazon Com Inc(AMZN)1.7%Trimmed2.8%Added
Broadcom Inc(AVGO)1.0%Trimmed1.7%Added
Taiwan Semiconductor MFG LTD(TSM)0.9%Trimmed1.5%Trimmed
Aon PLC(AON)1.0%Added0.8%Trimmed
Willis Towers Watson Pub LTD(WTW)2.3%Added0.7%Trimmed
Nvidia Corp(NVDA)0.7%Added4.3%Trimmed
Schwab Charles Corp(SCHW)2.8%Added0.7%Trimmed
Facebook Inc(META)2.1%Added0.7%Trimmed
Raytheon Technologies Corp(RTX)0.6%Trimmed0.7%Trimmed
Ge Vernova Inc(GEV)0.8%Trimmed0.6%Trimmed
Progressive Corp Ohio(PGR)1.8%Trimmed0.5%Trimmed
Linde PLC(LIN)0.5%Trimmed1.0%Added
American Express Co(AXP)2.4%Trimmed0.5%Trimmed
Citigroup Inc(C)2.5%Trimmed0.5%Trimmed
JPMorgan Chase & Co(JPM)0.5%Trimmed1.3%Trimmed
Advanced Micro Devices Inc(AMD)0.5%Trimmed0.4%Added
Marsh & Mclennan Cos Inc(MRSH)1.9%Added0.3%Trimmed
Micron Technology Inc(MU)0.3%Added0.5%Added
Waters Corp(WAT)0.3%Added0.8%Trimmed

and 123 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)Artisan Partners LP added; MFS Investment Management trimmed
  • Alphabet Inc(GOOGL)Artisan Partners LP trimmed; MFS Investment Management added
  • Amazon Com Inc(AMZN)Artisan Partners LP trimmed; MFS Investment Management added
  • Microsoft Corp(MSFT)Artisan Partners LP added; MFS Investment Management trimmed
  • Broadcom Inc(AVGO)Artisan Partners LP trimmed; MFS Investment Management added
  • Linde PLC(LIN)Artisan Partners LP trimmed; MFS Investment Management added
  • Mastercard Inc(MA)Artisan Partners LP added; MFS Investment Management trimmed
  • Aon PLC(AON)Artisan Partners LP added; MFS Investment Management trimmed
  • Waters Corp(WAT)Artisan Partners LP added; MFS Investment Management trimmed
  • Seagate Technology Hldngs PL(STX)Artisan Partners LP trimmed; MFS Investment Management added
  • Willis Towers Watson Pub LTD(WTW)Artisan Partners LP added; MFS Investment Management trimmed
  • Schwab Charles Corp(SCHW)Artisan Partners LP added; MFS Investment Management trimmed
Artisan Partners LP: the recordMFS Investment Management: the record

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