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Capital World Investors and Invesco Ltd: where the books meet

At Q2 2026, at least 43% of the two 13F books was the same, across 223 stocks both listed, against 34% 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: 34%, 202 in bothQ3 2013: 33%, 211 in bothQ4 2013: 34%, 204 in bothQ1 2014: 33%, 201 in both14Q2 2014: 31%, 198 in bothQ3 2014: 30%, 194 in bothQ4 2014: 30%, 191 in bothQ1 2015: 29%, 186 in both15Q2 2015: 31%, 193 in bothQ3 2015: 32%, 198 in bothQ4 2015: 32%, 197 in bothQ1 2016: 32%, 195 in both16Q2 2016: 31%, 201 in bothQ3 2016: 30%, 195 in bothQ4 2016: 32%, 214 in bothQ1 2017: 33%, 210 in both17Q2 2017: 32%, 207 in bothQ3 2017: 37%, 209 in bothQ4 2017: 38%, 209 in bothQ1 2018: 38%, 206 in both18Q2 2018: 38%, 216 in bothQ3 2018: 39%, 231 in bothQ4 2018: 37%, 218 in bothQ1 2019: 37%, 222 in both19Q2 2019: 36%, 225 in bothQ3 2019: 36%, 217 in bothQ4 2019: 31%, 212 in bothQ1 2020: 33%, 214 in both20Q2 2020: 34%, 214 in bothQ3 2020: 33%, 216 in bothQ4 2020: 31%, 204 in bothQ1 2021: 32%, 222 in both21Q2 2021: 33%, 230 in bothQ3 2021: 34%, 238 in bothQ4 2021: 34%, 241 in bothQ1 2022: 33%, 230 in both22Q2 2022: 33%, 224 in bothQ3 2022: 34%, 232 in bothQ4 2022: 33%, 224 in bothQ1 2023: 33%, 221 in both23Q2 2023: 34%, 220 in bothQ3 2023: 34%, 232 in bothQ4 2023: 35%, 225 in bothQ1 2024: 36%, 226 in both24Q2 2024: 39%, 215 in bothQ3 2024: 40%, 222 in bothQ4 2024: 41%, 230 in bothQ1 2025: 41%, 226 in both25Q2 2025: 42%, 222 in bothQ3 2025: 41%, 219 in bothQ4 2025: 43%, 226 in bothQ1 2026: 43%, 234 in both26Q2 2026: 43%, 223 in both
  • Q2 2013: 34%, 202 in both
  • Q3 2013: 33%, 211 in both
  • Q4 2013: 34%, 204 in both
  • Q1 2014: 33%, 201 in both
  • Q2 2014: 31%, 198 in both
  • Q3 2014: 30%, 194 in both
  • Q4 2014: 30%, 191 in both
  • Q1 2015: 29%, 186 in both
  • Q2 2015: 31%, 193 in both
  • Q3 2015: 32%, 198 in both
  • Q4 2015: 32%, 197 in both
  • Q1 2016: 32%, 195 in both
  • Q2 2016: 31%, 201 in both
  • Q3 2016: 30%, 195 in both
  • Q4 2016: 32%, 214 in both
  • Q1 2017: 33%, 210 in both
  • Q2 2017: 32%, 207 in both
  • Q3 2017: 37%, 209 in both
  • Q4 2017: 38%, 209 in both
  • Q1 2018: 38%, 206 in both
  • Q2 2018: 38%, 216 in both
  • Q3 2018: 39%, 231 in both
  • Q4 2018: 37%, 218 in both
  • Q1 2019: 37%, 222 in both
  • Q2 2019: 36%, 225 in both
  • Q3 2019: 36%, 217 in both
  • Q4 2019: 31%, 212 in both
  • Q1 2020: 33%, 214 in both
  • Q2 2020: 34%, 214 in both
  • Q3 2020: 33%, 216 in both
  • Q4 2020: 31%, 204 in both
  • Q1 2021: 32%, 222 in both
  • Q2 2021: 33%, 230 in both
  • Q3 2021: 34%, 238 in both
  • Q4 2021: 34%, 241 in both
  • Q1 2022: 33%, 230 in both
  • Q2 2022: 33%, 224 in both
  • Q3 2022: 34%, 232 in both
  • Q4 2022: 33%, 224 in both
  • Q1 2023: 33%, 221 in both
  • Q2 2023: 34%, 220 in both
  • Q3 2023: 34%, 232 in both
  • Q4 2023: 35%, 225 in both
  • Q1 2024: 36%, 226 in both
  • Q2 2024: 39%, 215 in both
  • Q3 2024: 40%, 222 in both
  • Q4 2024: 41%, 230 in both
  • Q1 2025: 41%, 226 in both
  • Q2 2025: 42%, 222 in both
  • Q3 2025: 41%, 219 in both
  • Q4 2025: 43%, 226 in both
  • Q1 2026: 43%, 234 in both
  • Q2 2026: 43%, 223 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 InvestorsInvesco Ltd
Micron Technology Inc(MU)4.0%Trimmed3.3%Added
Alphabet Inc CL A(GOOGL)3.1%Added2.6%Added
Nvidia Corp(NVDA)2.6%Trimmed5.2%Added
Microsoft Corp(MSFT)2.4%Trimmed3.0%Added
Broadcom Inc(AVGO)5.4%Added2.1%Trimmed
Tesla Motors Inc(TSLA)2.3%Added1.8%Added
Alphabet Inc CL C(GOOG)1.8%Trimmed1.8%Added
Amazon.com Inc(AMZN)1.7%Added2.7%Added
Facebook Inc CL A(META)2.7%Trimmed1.7%Added
Apple Inc(AAPL)1.3%Added4.3%Added
Kla-tencor Corp(KLAC)1.6%Added1.1%Added
Intel Corp(INTC)0.9%Trimmed1.7%Added
Netflix Inc(NFLX)0.7%Trimmed0.8%Added
Western Digital Corp(WDC)1.3%Added0.7%Added
Asml Holding NV (usd)(ASML)0.9%Trimmed0.5%Added
Amgen Inc(AMGN)1.2%Trimmed0.5%Added
Applovin Corp(APP)0.5%Added0.4%Added
Gilead Sciences Inc(GILD)0.6%Trimmed0.4%Trimmed
Intuitive Surgical Inc(ISRG)0.4%Trimmed0.4%Added
Booking Holdings Inc(BKNG)0.4%Added0.4%Added

and 203 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 Corp(NVDA)Capital World Investors trimmed; Invesco Ltd added
  • Broadcom Inc(AVGO)Capital World Investors added; Invesco Ltd trimmed
  • Micron Technology Inc(MU)Capital World Investors trimmed; Invesco Ltd added
  • Microsoft Corp(MSFT)Capital World Investors trimmed; Invesco Ltd added
  • Philip Morris International(PM)Capital World Investors trimmed; Invesco Ltd added
  • Alphabet Inc CL C(GOOG)Capital World Investors trimmed; Invesco Ltd added
  • Facebook Inc CL A(META)Capital World Investors trimmed; Invesco Ltd added
  • Intel Corp(INTC)Capital World Investors trimmed; Invesco Ltd added
  • Wal-mart Stores Inc(WMT)Capital World Investors trimmed; Invesco Ltd added
  • Taiwan Semiconductor MFG Co ADR(TSM)Capital World Investors added; Invesco Ltd trimmed
  • Amgen Inc(AMGN)Capital World Investors trimmed; Invesco Ltd added
  • Netflix Inc(NFLX)Capital World Investors trimmed; Invesco Ltd added
Capital World Investors: the recordInvesco Ltd: the record

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