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Capital World Investors and AllianceBernstein LP: where the books meet

At Q2 2026, at least 40% of the two 13F books was the same, across 194 stocks both listed, against 36% 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%21%43%Q2 2013: 36%, 201 in bothQ3 2013: 35%, 201 in bothQ4 2013: 36%, 202 in bothQ1 2014: 36%, 203 in both14Q2 2014: 36%, 200 in bothQ3 2014: 35%, 203 in bothQ4 2014: 35%, 193 in bothQ1 2015: 33%, 196 in both15Q2 2015: 34%, 197 in bothQ3 2015: 34%, 196 in bothQ4 2015: 34%, 195 in bothQ1 2016: 34%, 186 in both16Q2 2016: 35%, 204 in bothQ3 2016: 35%, 203 in bothQ4 2016: 36%, 217 in bothQ1 2017: 36%, 208 in both17Q2 2017: 36%, 197 in bothQ3 2017: 36%, 196 in bothQ4 2017: 37%, 196 in bothQ1 2018: 36%, 192 in both18Q2 2018: 36%, 198 in bothQ3 2018: 36%, 208 in bothQ4 2018: 36%, 200 in bothQ1 2019: 36%, 204 in both19Q2 2019: 36%, 199 in bothQ3 2019: 37%, 200 in bothQ4 2019: 37%, 204 in bothQ1 2020: 40%, 204 in both20Q2 2020: 40%, 200 in bothQ3 2020: 39%, 201 in bothQ4 2020: 36%, 201 in bothQ1 2021: 36%, 202 in both21Q2 2021: 37%, 203 in bothQ3 2021: 37%, 206 in bothQ4 2021: 36%, 206 in bothQ1 2022: 34%, 210 in both22Q2 2022: 35%, 214 in bothQ3 2022: 34%, 212 in bothQ4 2022: 33%, 205 in bothQ1 2023: 33%, 196 in both23Q2 2023: 34%, 199 in bothQ3 2023: 35%, 204 in bothQ4 2023: 37%, 198 in bothQ1 2024: 38%, 203 in both24Q2 2024: 40%, 207 in bothQ3 2024: 41%, 203 in bothQ4 2024: 42%, 208 in bothQ1 2025: 43%, 208 in both25Q2 2025: 42%, 200 in bothQ3 2025: 41%, 201 in bothQ4 2025: 41%, 209 in bothQ1 2026: 40%, 202 in both26Q2 2026: 40%, 194 in both
  • Q2 2013: 36%, 201 in both
  • Q3 2013: 35%, 201 in both
  • Q4 2013: 36%, 202 in both
  • Q1 2014: 36%, 203 in both
  • Q2 2014: 36%, 200 in both
  • Q3 2014: 35%, 203 in both
  • Q4 2014: 35%, 193 in both
  • Q1 2015: 33%, 196 in both
  • Q2 2015: 34%, 197 in both
  • Q3 2015: 34%, 196 in both
  • Q4 2015: 34%, 195 in both
  • Q1 2016: 34%, 186 in both
  • Q2 2016: 35%, 204 in both
  • Q3 2016: 35%, 203 in both
  • Q4 2016: 36%, 217 in both
  • Q1 2017: 36%, 208 in both
  • Q2 2017: 36%, 197 in both
  • Q3 2017: 36%, 196 in both
  • Q4 2017: 37%, 196 in both
  • Q1 2018: 36%, 192 in both
  • Q2 2018: 36%, 198 in both
  • Q3 2018: 36%, 208 in both
  • Q4 2018: 36%, 200 in both
  • Q1 2019: 36%, 204 in both
  • Q2 2019: 36%, 199 in both
  • Q3 2019: 37%, 200 in both
  • Q4 2019: 37%, 204 in both
  • Q1 2020: 40%, 204 in both
  • Q2 2020: 40%, 200 in both
  • Q3 2020: 39%, 201 in both
  • Q4 2020: 36%, 201 in both
  • Q1 2021: 36%, 202 in both
  • Q2 2021: 37%, 203 in both
  • Q3 2021: 37%, 206 in both
  • Q4 2021: 36%, 206 in both
  • Q1 2022: 34%, 210 in both
  • Q2 2022: 35%, 214 in both
  • Q3 2022: 34%, 212 in both
  • Q4 2022: 33%, 205 in both
  • Q1 2023: 33%, 196 in both
  • Q2 2023: 34%, 199 in both
  • Q3 2023: 35%, 204 in both
  • Q4 2023: 37%, 198 in both
  • Q1 2024: 38%, 203 in both
  • Q2 2024: 40%, 207 in both
  • Q3 2024: 41%, 203 in both
  • Q4 2024: 42%, 208 in both
  • Q1 2025: 43%, 208 in both
  • Q2 2025: 42%, 200 in both
  • Q3 2025: 41%, 201 in both
  • Q4 2025: 41%, 209 in both
  • Q1 2026: 40%, 202 in both
  • Q2 2026: 40%, 194 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 World InvestorsAllianceBernstein LP
Nvidia Corp(NVDA)2.6%Trimmed5.6%Trimmed
Microsoft Corp(MSFT)2.4%Trimmed3.2%Trimmed
Broadcom Inc(AVGO)5.4%Added2.4%Trimmed
Facebook Inc CL A(META)2.7%Trimmed2.3%Trimmed
Alphabet Inc CL C(GOOG)1.8%Trimmed3.5%Trimmed
Amazon.com Inc(AMZN)1.7%Added2.6%Trimmed
Kla-tencor Corp(KLAC)1.6%Added3.6%Added
Apple Inc(AAPL)1.3%Added3.6%Added
Eli Lilly & Co(LLY)2.3%Added1.3%Trimmed
Visa Inc CL A(V)1.1%Added1.8%Trimmed
Alphabet Inc CL A(GOOGL)3.1%Added1.1%Added
Taiwan Semiconductor MFG Co ADR(TSM)1.9%Added0.8%Trimmed
Netflix Inc(NFLX)0.7%Trimmed1.1%Trimmed
Unitedhealth Group Inc(UNH)1.5%Added0.7%Added
Home Depot Inc(HD)0.5%Trimmed0.7%Added
General Electric Co(GE)0.7%Added0.5%Added
JPMorgan Chase & Co(JPM)0.6%Trimmed0.5%Added
Johnson & Johnson(JNJ)0.5%Added0.6%Trimmed
Vertex Pharmaceuticals Inc(VRTX)1.5%Added0.4%Trimmed
Bank of America Corp(BAC)0.8%Trimmed0.4%Added

and 174 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 World Investors added; AllianceBernstein LP trimmed
  • Micron Technology Inc(MU)Capital World Investors trimmed; AllianceBernstein LP added
  • Eli Lilly & Co(LLY)Capital World Investors added; AllianceBernstein LP trimmed
  • Taiwan Semiconductor MFG Co ADR(TSM)Capital World Investors added; AllianceBernstein LP trimmed
  • Amazon.com Inc(AMZN)Capital World Investors added; AllianceBernstein LP trimmed
  • Vertex Pharmaceuticals Inc(VRTX)Capital World Investors added; AllianceBernstein LP trimmed
  • Western Digital Corp(WDC)Capital World Investors added; AllianceBernstein LP trimmed
  • Visa Inc CL A(V)Capital World Investors added; AllianceBernstein LP trimmed
  • Starbucks Corp(SBUX)Capital World Investors trimmed; AllianceBernstein LP added
  • CVS Caremark Corp(CVS)Capital World Investors trimmed; AllianceBernstein LP added
  • Intel Corp(INTC)Capital World Investors trimmed; AllianceBernstein LP added
  • Union Pacific Corp(UNP)Capital World Investors added; AllianceBernstein LP trimmed
Capital World Investors: the recordAllianceBernstein LP: the record

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