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Capital Research Global Investors and AllianceBernstein LP: 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.

StockCapital Research Global InvestorsAllianceBernstein LP
Nvidia Corporation(NVDA)5.7%Added5.6%Trimmed
Microsoft Corp(MSFT)4.9%Trimmed3.2%Trimmed
Amazon.com Inc(AMZN)4.0%Added2.6%Trimmed
Apple Inc(AAPL)2.4%Trimmed3.6%Added
Broadcom Inc(AVGO)6.0%Trimmed2.4%Trimmed
Facebook Inc CL A(META)3.1%Added2.3%Trimmed
Alphabet Inc CL C(GOOG)2.1%Added3.5%Trimmed
Eli Lilly & Co(LLY)3.5%Trimmed1.3%Trimmed
Alphabet Inc CL A(GOOGL)3.1%Added1.1%Added
Home Depot Inc(HD)0.8%Added0.7%Added
Taiwan Semiconductor MFG Co ADR(TSM)0.7%Added0.8%Trimmed
Netflix Inc(NFLX)0.7%Added1.1%Trimmed
Applied Materials Inc(AMAT)2.2%Trimmed0.6%Trimmed
Unitedhealth Group Inc(UNH)0.6%Trimmed0.7%Added
Progressive Corp(PGR)0.8%Added0.6%Trimmed
Exxon Mobil Corp(XOM)0.6%Trimmed0.6%Added
Raytheon Technologies Corp(RTX)1.4%Added0.6%Added
General Electric Co(GE)1.6%Trimmed0.5%Added
JPMorgan Chase & Co(JPM)1.3%Added0.5%Added
Vertex Pharmaceuticals Inc(VRTX)1.4%Trimmed0.4%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 Corporation(NVDA)Capital Research Global Investors added; AllianceBernstein LP trimmed
  • Amazon.com Inc(AMZN)Capital Research Global Investors added; AllianceBernstein LP trimmed
  • Facebook Inc CL A(META)Capital Research Global Investors added; AllianceBernstein LP trimmed
  • Apple Inc(AAPL)Capital Research Global Investors trimmed; AllianceBernstein LP added
  • Philip Morris International(PM)Capital Research Global Investors added; AllianceBernstein LP trimmed
  • Alphabet Inc CL C(GOOG)Capital Research Global Investors added; AllianceBernstein LP trimmed
  • General Electric Co(GE)Capital Research Global Investors trimmed; AllianceBernstein LP added
  • Royal Caribbean Cruises LTD(RCL)Capital Research Global Investors added; AllianceBernstein LP trimmed
  • Intel Corp(INTC)Capital Research Global Investors trimmed; AllianceBernstein LP added
  • Uber Technologies Inc(UBER)Capital Research Global Investors added; AllianceBernstein LP trimmed
  • Cisco Systems Inc(CSCO)Capital Research Global Investors added; AllianceBernstein LP trimmed
  • Carrier Global Corporation(CARR)Capital Research Global Investors trimmed; AllianceBernstein LP added
Capital Research Global Investors: the recordAllianceBernstein LP: the record

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