L3VLUP
ProSign in
← Capital Research Global Investors, its record

Capital Research Global Investors and Capital World Investors: where the books meet

At Q2 2026, at least 53% of the two 13F books was the same, across 229 stocks both listed, against 38% 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%27%54%Q2 2013: 38%, 206 in bothQ3 2013: 38%, 223 in bothQ4 2013: 37%, 206 in bothQ1 2014: 36%, 206 in both14Q2 2014: 36%, 208 in bothQ3 2014: 36%, 207 in bothQ4 2014: 35%, 209 in bothQ1 2015: 35%, 214 in both15Q2 2015: 37%, 211 in bothQ3 2015: 39%, 214 in bothQ4 2015: 39%, 210 in bothQ1 2016: 41%, 200 in both16Q2 2016: 42%, 204 in bothQ3 2016: 41%, 191 in bothQ4 2016: 41%, 199 in bothQ1 2017: 41%, 195 in both17Q2 2017: 42%, 194 in bothQ3 2017: 41%, 192 in bothQ4 2017: 41%, 196 in bothQ1 2018: 42%, 201 in both18Q2 2018: 44%, 231 in bothQ3 2018: 48%, 247 in bothQ4 2018: 47%, 220 in bothQ1 2019: 47%, 219 in both19Q2 2019: 47%, 210 in bothQ3 2019: 46%, 208 in bothQ4 2019: 46%, 216 in bothQ1 2020: 46%, 218 in both20Q2 2020: 49%, 217 in bothQ3 2020: 49%, 223 in bothQ4 2020: 47%, 221 in bothQ1 2021: 48%, 229 in both21Q2 2021: 47%, 224 in bothQ3 2021: 47%, 216 in bothQ4 2021: 46%, 208 in bothQ1 2022: 44%, 206 in both22Q2 2022: 45%, 200 in bothQ3 2022: 44%, 205 in bothQ4 2022: 45%, 211 in bothQ1 2023: 46%, 202 in both23Q2 2023: 47%, 200 in bothQ3 2023: 49%, 202 in bothQ4 2023: 50%, 199 in bothQ1 2024: 50%, 209 in both24Q2 2024: 51%, 213 in bothQ3 2024: 50%, 213 in bothQ4 2024: 51%, 217 in bothQ1 2025: 54%, 222 in both25Q2 2025: 53%, 213 in bothQ3 2025: 53%, 216 in bothQ4 2025: 50%, 214 in bothQ1 2026: 54%, 240 in both26Q2 2026: 53%, 229 in both
  • Q2 2013: 38%, 206 in both
  • Q3 2013: 38%, 223 in both
  • Q4 2013: 37%, 206 in both
  • Q1 2014: 36%, 206 in both
  • Q2 2014: 36%, 208 in both
  • Q3 2014: 36%, 207 in both
  • Q4 2014: 35%, 209 in both
  • Q1 2015: 35%, 214 in both
  • Q2 2015: 37%, 211 in both
  • Q3 2015: 39%, 214 in both
  • Q4 2015: 39%, 210 in both
  • Q1 2016: 41%, 200 in both
  • Q2 2016: 42%, 204 in both
  • Q3 2016: 41%, 191 in both
  • Q4 2016: 41%, 199 in both
  • Q1 2017: 41%, 195 in both
  • Q2 2017: 42%, 194 in both
  • Q3 2017: 41%, 192 in both
  • Q4 2017: 41%, 196 in both
  • Q1 2018: 42%, 201 in both
  • Q2 2018: 44%, 231 in both
  • Q3 2018: 48%, 247 in both
  • Q4 2018: 47%, 220 in both
  • Q1 2019: 47%, 219 in both
  • Q2 2019: 47%, 210 in both
  • Q3 2019: 46%, 208 in both
  • Q4 2019: 46%, 216 in both
  • Q1 2020: 46%, 218 in both
  • Q2 2020: 49%, 217 in both
  • Q3 2020: 49%, 223 in both
  • Q4 2020: 47%, 221 in both
  • Q1 2021: 48%, 229 in both
  • Q2 2021: 47%, 224 in both
  • Q3 2021: 47%, 216 in both
  • Q4 2021: 46%, 208 in both
  • Q1 2022: 44%, 206 in both
  • Q2 2022: 45%, 200 in both
  • Q3 2022: 44%, 205 in both
  • Q4 2022: 45%, 211 in both
  • Q1 2023: 46%, 202 in both
  • Q2 2023: 47%, 200 in both
  • Q3 2023: 49%, 202 in both
  • Q4 2023: 50%, 199 in both
  • Q1 2024: 50%, 209 in both
  • Q2 2024: 51%, 213 in both
  • Q3 2024: 50%, 213 in both
  • Q4 2024: 51%, 217 in both
  • Q1 2025: 54%, 222 in both
  • Q2 2025: 53%, 213 in both
  • Q3 2025: 53%, 216 in both
  • Q4 2025: 50%, 214 in both
  • Q1 2026: 54%, 240 in both
  • Q2 2026: 53%, 229 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 InvestorsCapital World Investors
Broadcom Inc(AVGO)6.0%Trimmed5.4%Added
Alphabet Inc CL A(GOOGL)3.1%Added3.1%Added
Facebook Inc CL A(META)3.1%Added2.7%Trimmed
Nvidia Corporation(NVDA)5.7%Added2.6%Trimmed
Microsoft Corp(MSFT)4.9%Trimmed2.4%Trimmed
Eli Lilly & Co(LLY)3.5%Trimmed2.3%Added
Philip Morris International(PM)2.1%Added2.8%Trimmed
Alphabet Inc CL C(GOOG)2.1%Added1.8%Trimmed
Amazon.com Inc(AMZN)4.0%Added1.7%Added
Vertex Pharmaceuticals Inc(VRTX)1.4%Trimmed1.5%Added
Apple Inc(AAPL)2.4%Trimmed1.3%Added
Starbucks Corp(SBUX)1.6%Added1.1%Trimmed
Intel Corp(INTC)1.4%Trimmed0.9%Trimmed
Royal Caribbean Cruises LTD(RCL)1.5%Added0.7%Trimmed
Taiwan Semiconductor MFG Co ADR(TSM)0.7%Added1.9%Added
General Electric Co(GE)1.6%Trimmed0.7%Added
Netflix Inc(NFLX)0.7%Added0.7%Trimmed
Union Pacific Corp(UNP)0.6%Added0.9%Added
Canadian Natural Resources LTD(CNQ)0.6%Trimmed1.0%Added
Micron Technology Inc(MU)0.6%Trimmed4.0%Trimmed

and 209 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.

  • Broadcom Inc(AVGO)Capital Research Global Investors trimmed; Capital World Investors added
  • Nvidia Corporation(NVDA)Capital Research Global Investors added; Capital World Investors trimmed
  • Eli Lilly & Co(LLY)Capital Research Global Investors trimmed; Capital World Investors added
  • Philip Morris International(PM)Capital Research Global Investors added; Capital World Investors trimmed
  • Facebook Inc CL A(META)Capital Research Global Investors added; Capital World Investors trimmed
  • Tesla Motors Inc(TSLA)Capital Research Global Investors trimmed; Capital World Investors added
  • Apple Inc(AAPL)Capital Research Global Investors trimmed; Capital World Investors added
  • Applied Materials Inc(AMAT)Capital Research Global Investors trimmed; Capital World Investors added
  • Alphabet Inc CL C(GOOG)Capital Research Global Investors added; Capital World Investors trimmed
  • Vertex Pharmaceuticals Inc(VRTX)Capital Research Global Investors trimmed; Capital World Investors added
  • Unitedhealth Group Inc(UNH)Capital Research Global Investors trimmed; Capital World Investors added
  • General Electric Co(GE)Capital Research Global Investors trimmed; Capital World Investors added
Capital Research Global Investors: the recordCapital World Investors: 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