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Capital Research Global Investors and Neuberger Berman Group LLC: where the books meet

At Q2 2026, at least 43% of the two 13F books was the same, across 187 stocks both listed, against 20% 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%22%43%Q2 2013: 20%, 149 in bothQ3 2013: 20%, 158 in bothQ4 2013: 21%, 157 in bothQ1 2014: 20%, 158 in both14Q2 2014: 20%, 154 in bothQ3 2014: 19%, 151 in bothQ4 2014: 19%, 149 in bothQ1 2015: 18%, 143 in both15Q2 2015: 19%, 147 in bothQ3 2015: 19%, 149 in bothQ4 2015: 21%, 141 in bothQ1 2016: 22%, 141 in both16Q2 2016: 22%, 146 in bothQ3 2016: 22%, 152 in bothQ4 2016: 24%, 159 in bothQ1 2017: 24%, 158 in both17Q2 2017: 24%, 158 in bothQ3 2017: 24%, 150 in bothQ4 2017: 23%, 150 in bothQ1 2018: 22%, 149 in both18Q2 2018: 22%, 153 in bothQ3 2018: 24%, 160 in bothQ4 2018: 25%, 163 in bothQ1 2019: 25%, 163 in both19Q2 2019: 24%, 151 in bothQ3 2019: 26%, 156 in bothQ4 2019: 26%, 161 in bothQ1 2020: 27%, 156 in both20Q2 2020: 27%, 172 in bothQ3 2020: 28%, 175 in bothQ4 2020: 27%, 171 in bothQ1 2021: 27%, 174 in both21Q2 2021: 28%, 171 in bothQ3 2021: 28%, 170 in bothQ4 2021: 30%, 175 in bothQ1 2022: 31%, 177 in both22Q2 2022: 31%, 173 in bothQ3 2022: 30%, 170 in bothQ4 2022: 29%, 170 in bothQ1 2023: 30%, 177 in both23Q2 2023: 31%, 172 in bothQ3 2023: 32%, 166 in bothQ4 2023: 33%, 164 in bothQ1 2024: 33%, 174 in both24Q2 2024: 37%, 174 in bothQ3 2024: 36%, 174 in bothQ4 2024: 39%, 185 in bothQ1 2025: 38%, 192 in both25Q2 2025: 40%, 183 in bothQ3 2025: 41%, 180 in bothQ4 2025: 43%, 190 in bothQ1 2026: 43%, 213 in both26Q2 2026: 43%, 187 in both
  • Q2 2013: 20%, 149 in both
  • Q3 2013: 20%, 158 in both
  • Q4 2013: 21%, 157 in both
  • Q1 2014: 20%, 158 in both
  • Q2 2014: 20%, 154 in both
  • Q3 2014: 19%, 151 in both
  • Q4 2014: 19%, 149 in both
  • Q1 2015: 18%, 143 in both
  • Q2 2015: 19%, 147 in both
  • Q3 2015: 19%, 149 in both
  • Q4 2015: 21%, 141 in both
  • Q1 2016: 22%, 141 in both
  • Q2 2016: 22%, 146 in both
  • Q3 2016: 22%, 152 in both
  • Q4 2016: 24%, 159 in both
  • Q1 2017: 24%, 158 in both
  • Q2 2017: 24%, 158 in both
  • Q3 2017: 24%, 150 in both
  • Q4 2017: 23%, 150 in both
  • Q1 2018: 22%, 149 in both
  • Q2 2018: 22%, 153 in both
  • Q3 2018: 24%, 160 in both
  • Q4 2018: 25%, 163 in both
  • Q1 2019: 25%, 163 in both
  • Q2 2019: 24%, 151 in both
  • Q3 2019: 26%, 156 in both
  • Q4 2019: 26%, 161 in both
  • Q1 2020: 27%, 156 in both
  • Q2 2020: 27%, 172 in both
  • Q3 2020: 28%, 175 in both
  • Q4 2020: 27%, 171 in both
  • Q1 2021: 27%, 174 in both
  • Q2 2021: 28%, 171 in both
  • Q3 2021: 28%, 170 in both
  • Q4 2021: 30%, 175 in both
  • Q1 2022: 31%, 177 in both
  • Q2 2022: 31%, 173 in both
  • Q3 2022: 30%, 170 in both
  • Q4 2022: 29%, 170 in both
  • Q1 2023: 30%, 177 in both
  • Q2 2023: 31%, 172 in both
  • Q3 2023: 32%, 166 in both
  • Q4 2023: 33%, 164 in both
  • Q1 2024: 33%, 174 in both
  • Q2 2024: 37%, 174 in both
  • Q3 2024: 36%, 174 in both
  • Q4 2024: 39%, 185 in both
  • Q1 2025: 38%, 192 in both
  • Q2 2025: 40%, 183 in both
  • Q3 2025: 41%, 180 in both
  • Q4 2025: 43%, 190 in both
  • Q1 2026: 43%, 213 in both
  • Q2 2026: 43%, 187 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 InvestorsNeuberger Berman Group LLC
Nvidia Corporation(NVDA)5.7%Added4.1%Added
Amazon.com Inc(AMZN)4.0%Added3.1%Added
Microsoft Corp(MSFT)4.9%Trimmed2.6%Trimmed
Apple Inc(AAPL)2.4%Trimmed3.3%Added
Alphabet Inc CL A(GOOGL)3.1%Added2.4%Added
Alphabet Inc CL C(GOOG)2.1%Added2.1%Added
Eli Lilly & Co(LLY)3.5%Trimmed1.4%Trimmed
JPMorgan Chase & Co(JPM)1.3%Added1.7%Added
Broadcom Inc(AVGO)6.0%Trimmed1.0%Trimmed
Facebook Inc CL A(META)3.1%Added0.9%Added
Home Depot Inc(HD)0.8%Added0.9%Trimmed
Amphenol Corp CL A(APH)0.7%Added0.7%Added
General Electric Co(GE)1.6%Trimmed0.7%Trimmed
Micron Technology Inc(MU)0.6%Trimmed0.7%Trimmed
Intel Corp(INTC)1.4%Trimmed0.6%Trimmed
Exxon Mobil Corp(XOM)0.6%Trimmed0.6%Trimmed
Applied Materials Inc(AMAT)2.2%Trimmed0.6%Added
Mastercard Inc CL A(MA)0.8%Trimmed0.4%Trimmed
Linde PLC(LIN)1.3%Added0.4%Added
Cisco Systems Inc(CSCO)1.1%Added0.4%Trimmed

and 167 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.

  • Apple Inc(AAPL)Capital Research Global Investors trimmed; Neuberger Berman Group LLC added
  • Applied Materials Inc(AMAT)Capital Research Global Investors trimmed; Neuberger Berman Group LLC added
  • Royal Caribbean Cruises LTD(RCL)Capital Research Global Investors added; Neuberger Berman Group LLC trimmed
  • Vertex Pharmaceuticals Inc(VRTX)Capital Research Global Investors trimmed; Neuberger Berman Group LLC added
  • Cisco Systems Inc(CSCO)Capital Research Global Investors added; Neuberger Berman Group LLC trimmed
  • Abbvie Inc(ABBV)Capital Research Global Investors trimmed; Neuberger Berman Group LLC added
  • Wells Fargo & Co(WFC)Capital Research Global Investors added; Neuberger Berman Group LLC trimmed
  • Home Depot Inc(HD)Capital Research Global Investors added; Neuberger Berman Group LLC trimmed
  • Oracle Corp(ORCL)Capital Research Global Investors added; Neuberger Berman Group LLC trimmed
  • Progressive Corp(PGR)Capital Research Global Investors added; Neuberger Berman Group LLC trimmed
  • Taiwan Semiconductor MFG Co ADR(TSM)Capital Research Global Investors added; Neuberger Berman Group LLC trimmed
  • Netflix Inc(NFLX)Capital Research Global Investors added; Neuberger Berman Group LLC trimmed
Capital Research Global Investors: the recordNeuberger Berman Group LLC: the record

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