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Capital World Investors and Capital Research Global 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 World InvestorsCapital Research Global Investors
Broadcom Inc(AVGO)5.4%Added6.0%Trimmed
Alphabet Inc CL A(GOOGL)3.1%Added3.1%Added
Facebook Inc CL A(META)2.7%Trimmed3.1%Added
Nvidia Corp(NVDA)2.6%Trimmed5.7%Added
Microsoft Corp(MSFT)2.4%Trimmed4.9%Trimmed
Eli Lilly & Co(LLY)2.3%Added3.5%Trimmed
Philip Morris International(PM)2.8%Trimmed2.1%Added
Alphabet Inc CL C(GOOG)1.8%Trimmed2.1%Added
Amazon.com Inc(AMZN)1.7%Added4.0%Added
Vertex Pharmaceuticals Inc(VRTX)1.5%Added1.4%Trimmed
Apple Inc(AAPL)1.3%Added2.4%Trimmed
Starbucks Corp(SBUX)1.1%Trimmed1.6%Added
Intel Corp(INTC)0.9%Trimmed1.4%Trimmed
Royal Caribbean Cruises LTD(RCL)0.7%Trimmed1.5%Added
Taiwan Semiconductor MFG Co ADR(TSM)1.9%Added0.7%Added
General Electric Co(GE)0.7%Added1.6%Trimmed
Netflix Inc(NFLX)0.7%Trimmed0.7%Added
Union Pacific Corp(UNP)0.9%Added0.6%Added
Canadian Natural Resources LTD(CNQ)1.0%Added0.6%Trimmed
Micron Technology Inc(MU)4.0%Trimmed0.6%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 World Investors added; Capital Research Global Investors trimmed
  • Nvidia Corp(NVDA)Capital World Investors trimmed; Capital Research Global Investors added
  • Eli Lilly & Co(LLY)Capital World Investors added; Capital Research Global Investors trimmed
  • Philip Morris International(PM)Capital World Investors trimmed; Capital Research Global Investors added
  • Facebook Inc CL A(META)Capital World Investors trimmed; Capital Research Global Investors added
  • Tesla Motors Inc(TSLA)Capital World Investors added; Capital Research Global Investors trimmed
  • Apple Inc(AAPL)Capital World Investors added; Capital Research Global Investors trimmed
  • Applied Materials Inc(AMAT)Capital World Investors added; Capital Research Global Investors trimmed
  • Alphabet Inc CL C(GOOG)Capital World Investors trimmed; Capital Research Global Investors added
  • Vertex Pharmaceuticals Inc(VRTX)Capital World Investors added; Capital Research Global Investors trimmed
  • Unitedhealth Group Inc(UNH)Capital World Investors added; Capital Research Global Investors trimmed
  • General Electric Co(GE)Capital World Investors added; Capital Research Global Investors trimmed
Capital World Investors: the recordCapital Research Global Investors: the record

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