L3VLUP
ProSign in
← Capital Research Global Investors, its record

Capital Research Global Investors and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 43% of the two 13F books was the same, across 189 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%23%47%Q2 2013: 28%, 167 in bothQ3 2013: 29%, 175 in bothQ4 2013: 28%, 174 in bothQ1 2014: 28%, 177 in both14Q2 2014: 26%, 175 in bothQ3 2014: 27%, 172 in bothQ4 2014: 26%, 179 in bothQ1 2015: 24%, 171 in both15Q2 2015: 26%, 164 in bothQ3 2015: 27%, 160 in bothQ4 2015: 27%, 159 in bothQ1 2016: 28%, 159 in both16Q2 2016: 28%, 162 in bothQ3 2016: 29%, 155 in bothQ4 2016: 33%, 172 in bothQ1 2017: 33%, 171 in both17Q2 2017: 34%, 186 in bothQ3 2017: 34%, 194 in bothQ4 2017: 35%, 184 in bothQ1 2018: 34%, 189 in both18Q2 2018: 35%, 193 in bothQ3 2018: 35%, 192 in bothQ4 2018: 35%, 184 in bothQ1 2019: 35%, 180 in both19Q2 2019: 34%, 174 in bothQ3 2019: 35%, 179 in bothQ4 2019: 33%, 182 in bothQ1 2020: 33%, 174 in both20Q2 2020: 33%, 184 in bothQ3 2020: 33%, 185 in bothQ4 2020: 32%, 192 in bothQ1 2021: 33%, 196 in both21Q2 2021: 34%, 188 in bothQ3 2021: 34%, 191 in bothQ4 2021: 34%, 181 in bothQ1 2022: 36%, 180 in both22Q2 2022: 35%, 181 in bothQ3 2022: 35%, 180 in bothQ4 2022: 34%, 190 in bothQ1 2023: 36%, 195 in both23Q2 2023: 39%, 191 in bothQ3 2023: 40%, 188 in bothQ4 2023: 40%, 187 in bothQ1 2024: 41%, 192 in both24Q2 2024: 43%, 196 in bothQ3 2024: 43%, 194 in bothQ4 2024: 45%, 196 in bothQ1 2025: 44%, 198 in both25Q2 2025: 45%, 194 in bothQ3 2025: 47%, 195 in bothQ4 2025: 46%, 192 in bothQ1 2026: 45%, 202 in both26Q2 2026: 43%, 189 in both
  • Q2 2013: 28%, 167 in both
  • Q3 2013: 29%, 175 in both
  • Q4 2013: 28%, 174 in both
  • Q1 2014: 28%, 177 in both
  • Q2 2014: 26%, 175 in both
  • Q3 2014: 27%, 172 in both
  • Q4 2014: 26%, 179 in both
  • Q1 2015: 24%, 171 in both
  • Q2 2015: 26%, 164 in both
  • Q3 2015: 27%, 160 in both
  • Q4 2015: 27%, 159 in both
  • Q1 2016: 28%, 159 in both
  • Q2 2016: 28%, 162 in both
  • Q3 2016: 29%, 155 in both
  • Q4 2016: 33%, 172 in both
  • Q1 2017: 33%, 171 in both
  • Q2 2017: 34%, 186 in both
  • Q3 2017: 34%, 194 in both
  • Q4 2017: 35%, 184 in both
  • Q1 2018: 34%, 189 in both
  • Q2 2018: 35%, 193 in both
  • Q3 2018: 35%, 192 in both
  • Q4 2018: 35%, 184 in both
  • Q1 2019: 35%, 180 in both
  • Q2 2019: 34%, 174 in both
  • Q3 2019: 35%, 179 in both
  • Q4 2019: 33%, 182 in both
  • Q1 2020: 33%, 174 in both
  • Q2 2020: 33%, 184 in both
  • Q3 2020: 33%, 185 in both
  • Q4 2020: 32%, 192 in both
  • Q1 2021: 33%, 196 in both
  • Q2 2021: 34%, 188 in both
  • Q3 2021: 34%, 191 in both
  • Q4 2021: 34%, 181 in both
  • Q1 2022: 36%, 180 in both
  • Q2 2022: 35%, 181 in both
  • Q3 2022: 35%, 180 in both
  • Q4 2022: 34%, 190 in both
  • Q1 2023: 36%, 195 in both
  • Q2 2023: 39%, 191 in both
  • Q3 2023: 40%, 188 in both
  • Q4 2023: 40%, 187 in both
  • Q1 2024: 41%, 192 in both
  • Q2 2024: 43%, 196 in both
  • Q3 2024: 43%, 194 in both
  • Q4 2024: 45%, 196 in both
  • Q1 2025: 44%, 198 in both
  • Q2 2025: 45%, 194 in both
  • Q3 2025: 47%, 195 in both
  • Q4 2025: 46%, 192 in both
  • Q1 2026: 45%, 202 in both
  • Q2 2026: 43%, 189 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 InvestorsWellington Management Group LLP
Nvidia Corporation(NVDA)5.7%Added4.2%Trimmed
Broadcom Inc(AVGO)6.0%Trimmed3.4%Added
Microsoft Corp(MSFT)4.9%Trimmed3.1%Trimmed
Alphabet Inc CL A(GOOGL)3.1%Added2.7%Trimmed
Apple Inc(AAPL)2.4%Trimmed3.0%Trimmed
Eli Lilly & Co(LLY)3.5%Trimmed2.3%Trimmed
Amazon.com Inc(AMZN)4.0%Added2.3%Trimmed
Alphabet Inc CL C(GOOG)2.1%Added1.0%Added
Mastercard Inc CL A(MA)0.8%Trimmed1.1%Trimmed
Facebook Inc CL A(META)3.1%Added0.7%Trimmed
Micron Technology Inc(MU)0.6%Trimmed1.0%Added
Unitedhealth Group Inc(UNH)0.6%Trimmed0.8%Added
Blackrock Inc(BLK)0.6%Trimmed0.7%Added
Corning Inc(GLW)0.9%Added0.6%Added
Wells Fargo & Co(WFC)0.9%Added0.6%Trimmed
Philip Morris International(PM)2.1%Added0.5%Added
Taiwan Semiconductor MFG Co ADR(TSM)0.7%Added0.5%Trimmed
Amphenol Corp CL A(APH)0.7%Added0.5%Added
Tesla Motors Inc(TSLA)0.5%Trimmed0.7%Added
Dominion Resources Inc(D)0.7%Added0.5%Trimmed

and 169 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; Wellington Management Group LLP added
  • Nvidia Corporation(NVDA)Capital Research Global Investors added; Wellington Management Group LLP trimmed
  • Amazon.com Inc(AMZN)Capital Research Global Investors added; Wellington Management Group LLP trimmed
  • Alphabet Inc CL A(GOOGL)Capital Research Global Investors added; Wellington Management Group LLP trimmed
  • Facebook Inc CL A(META)Capital Research Global Investors added; Wellington Management Group LLP trimmed
  • Applied Materials Inc(AMAT)Capital Research Global Investors trimmed; Wellington Management Group LLP added
  • General Electric Co(GE)Capital Research Global Investors trimmed; Wellington Management Group LLP added
  • Merck & Co Inc(MRK)Capital Research Global Investors trimmed; Wellington Management Group LLP added
  • Royal Caribbean Cruises LTD(RCL)Capital Research Global Investors added; Wellington Management Group LLP trimmed
  • Intel Corp(INTC)Capital Research Global Investors trimmed; Wellington Management Group LLP added
  • Raytheon Technologies Corp(RTX)Capital Research Global Investors added; Wellington Management Group LLP trimmed
  • Vertex Pharmaceuticals Inc(VRTX)Capital Research Global Investors trimmed; Wellington Management Group LLP added
Capital Research Global Investors: the recordWellington Management Group LLP: 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