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Capital Research Global Investors and T. Rowe Price Associates Inc: where the books meet

At Q2 2026, at least 51% of the two 13F books was the same, across 218 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%26%53%Q2 2013: 31%, 179 in bothQ3 2013: 31%, 186 in bothQ4 2013: 31%, 182 in bothQ1 2014: 30%, 175 in both14Q2 2014: 29%, 183 in bothQ3 2014: 29%, 182 in bothQ4 2014: 29%, 181 in bothQ1 2015: 27%, 173 in both15Q2 2015: 28%, 176 in bothQ3 2015: 27%, 173 in bothQ4 2015: 28%, 167 in bothQ1 2016: 28%, 167 in both16Q2 2016: 27%, 169 in bothQ3 2016: 28%, 167 in bothQ4 2016: 31%, 173 in bothQ1 2017: 32%, 181 in both17Q2 2017: 34%, 185 in bothQ3 2017: 34%, 180 in bothQ4 2017: 34%, 179 in bothQ1 2018: 34%, 184 in both18Q2 2018: 36%, 190 in bothQ3 2018: 37%, 192 in bothQ4 2018: 36%, 186 in bothQ1 2019: 37%, 184 in both19Q2 2019: 36%, 182 in bothQ3 2019: 37%, 184 in bothQ4 2019: 37%, 182 in bothQ1 2020: 39%, 181 in both20Q2 2020: 37%, 193 in bothQ3 2020: 36%, 188 in bothQ4 2020: 36%, 191 in bothQ1 2021: 36%, 193 in both21Q2 2021: 37%, 190 in bothQ3 2021: 39%, 188 in bothQ4 2021: 41%, 186 in bothQ1 2022: 41%, 191 in both22Q2 2022: 40%, 184 in bothQ3 2022: 42%, 201 in bothQ4 2022: 39%, 209 in bothQ1 2023: 42%, 216 in both23Q2 2023: 44%, 213 in bothQ3 2023: 45%, 210 in bothQ4 2023: 45%, 211 in bothQ1 2024: 45%, 214 in both24Q2 2024: 48%, 213 in bothQ3 2024: 47%, 206 in bothQ4 2024: 48%, 220 in bothQ1 2025: 48%, 227 in both25Q2 2025: 50%, 218 in bothQ3 2025: 53%, 213 in bothQ4 2025: 53%, 219 in bothQ1 2026: 52%, 237 in both26Q2 2026: 51%, 218 in both
  • Q2 2013: 31%, 179 in both
  • Q3 2013: 31%, 186 in both
  • Q4 2013: 31%, 182 in both
  • Q1 2014: 30%, 175 in both
  • Q2 2014: 29%, 183 in both
  • Q3 2014: 29%, 182 in both
  • Q4 2014: 29%, 181 in both
  • Q1 2015: 27%, 173 in both
  • Q2 2015: 28%, 176 in both
  • Q3 2015: 27%, 173 in both
  • Q4 2015: 28%, 167 in both
  • Q1 2016: 28%, 167 in both
  • Q2 2016: 27%, 169 in both
  • Q3 2016: 28%, 167 in both
  • Q4 2016: 31%, 173 in both
  • Q1 2017: 32%, 181 in both
  • Q2 2017: 34%, 185 in both
  • Q3 2017: 34%, 180 in both
  • Q4 2017: 34%, 179 in both
  • Q1 2018: 34%, 184 in both
  • Q2 2018: 36%, 190 in both
  • Q3 2018: 37%, 192 in both
  • Q4 2018: 36%, 186 in both
  • Q1 2019: 37%, 184 in both
  • Q2 2019: 36%, 182 in both
  • Q3 2019: 37%, 184 in both
  • Q4 2019: 37%, 182 in both
  • Q1 2020: 39%, 181 in both
  • Q2 2020: 37%, 193 in both
  • Q3 2020: 36%, 188 in both
  • Q4 2020: 36%, 191 in both
  • Q1 2021: 36%, 193 in both
  • Q2 2021: 37%, 190 in both
  • Q3 2021: 39%, 188 in both
  • Q4 2021: 41%, 186 in both
  • Q1 2022: 41%, 191 in both
  • Q2 2022: 40%, 184 in both
  • Q3 2022: 42%, 201 in both
  • Q4 2022: 39%, 209 in both
  • Q1 2023: 42%, 216 in both
  • Q2 2023: 44%, 213 in both
  • Q3 2023: 45%, 210 in both
  • Q4 2023: 45%, 211 in both
  • Q1 2024: 45%, 214 in both
  • Q2 2024: 48%, 213 in both
  • Q3 2024: 47%, 206 in both
  • Q4 2024: 48%, 220 in both
  • Q1 2025: 48%, 227 in both
  • Q2 2025: 50%, 218 in both
  • Q3 2025: 53%, 213 in both
  • Q4 2025: 53%, 219 in both
  • Q1 2026: 52%, 237 in both
  • Q2 2026: 51%, 218 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 InvestorsT. Rowe Price Associates Inc
Nvidia Corporation(NVDA)5.7%Added7.4%Trimmed
Microsoft Corp(MSFT)4.9%Trimmed3.3%Trimmed
Broadcom Inc(AVGO)6.0%Trimmed3.1%Trimmed
Alphabet Inc CL A(GOOGL)3.1%Added3.6%Added
Amazon.com Inc(AMZN)4.0%Added2.6%Trimmed
Apple Inc(AAPL)2.4%Trimmed4.6%Trimmed
Alphabet Inc CL C(GOOG)2.1%Added2.1%Trimmed
Facebook Inc CL A(META)3.1%Added1.7%Trimmed
Eli Lilly & Co(LLY)3.5%Trimmed1.7%Trimmed
Applied Materials Inc(AMAT)2.2%Trimmed0.9%Added
JPMorgan Chase & Co(JPM)1.3%Added0.9%Added
Mastercard Inc CL A(MA)0.8%Trimmed1.0%Trimmed
General Electric Co(GE)1.6%Trimmed0.8%Trimmed
Intel Corp(INTC)1.4%Trimmed0.7%Added
Netflix Inc(NFLX)0.7%Added0.7%Trimmed
Micron Technology Inc(MU)0.6%Trimmed1.6%Added
Linde PLC(LIN)1.3%Added0.6%Added
Unitedhealth Group Inc(UNH)0.6%Trimmed1.0%Added
Amphenol Corp CL A(APH)0.7%Added0.6%Added
Carvana Co(CVNA)0.6%Added0.6%Added

and 198 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; T. Rowe Price Associates Inc trimmed
  • Amazon.com Inc(AMZN)Capital Research Global Investors added; T. Rowe Price Associates Inc trimmed
  • Facebook Inc CL A(META)Capital Research Global Investors added; T. Rowe Price Associates Inc trimmed
  • Alphabet Inc CL C(GOOG)Capital Research Global Investors added; T. Rowe Price Associates Inc trimmed
  • Advanced Micro Devices Inc(AMD)Capital Research Global Investors trimmed; T. Rowe Price Associates Inc added
  • Micron Technology Inc(MU)Capital Research Global Investors trimmed; T. Rowe Price Associates Inc added
  • Applied Materials Inc(AMAT)Capital Research Global Investors trimmed; T. Rowe Price Associates Inc added
  • Philip Morris International(PM)Capital Research Global Investors added; T. Rowe Price Associates Inc trimmed
  • Royal Caribbean Cruises LTD(RCL)Capital Research Global Investors added; T. Rowe Price Associates Inc trimmed
  • Lam Research Corp(LRCX)Capital Research Global Investors trimmed; T. Rowe Price Associates Inc added
  • Tesla Motors Inc(TSLA)Capital Research Global Investors trimmed; T. Rowe Price Associates Inc added
  • Intel Corp(INTC)Capital Research Global Investors trimmed; T. Rowe Price Associates Inc added
Capital Research Global Investors: the recordT. Rowe Price Associates Inc: the record

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