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Capital World Investors and Janus Henderson Group Ltd: where the books meet

At Q2 2026, at least 39% of the two 13F books was the same, across 188 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%20%41%Q2 2013: 31%, 222 in bothQ3 2013: 31%, 226 in bothQ4 2013: 30%, 220 in bothQ1 2014: 33%, 216 in both14Q2 2014: 33%, 213 in bothQ3 2014: 31%, 217 in bothQ4 2014: 27%, 205 in bothQ1 2015: 26%, 208 in both15Q2 2015: 25%, 208 in bothQ3 2015: 27%, 205 in bothQ4 2015: 28%, 202 in bothQ1 2016: 29%, 194 in both16Q2 2016: 26%, 200 in bothQ3 2016: 27%, 205 in bothQ4 2016: 30%, 216 in bothQ1 2017: 30%, 214 in both17Q2 2017: 35%, 198 in bothQ3 2017: 35%, 196 in bothQ4 2017: 34%, 186 in bothQ1 2018: 34%, 183 in both18Q2 2018: 35%, 199 in bothQ3 2018: 37%, 208 in bothQ4 2018: 36%, 198 in bothQ1 2019: 36%, 204 in both19Q2 2019: 36%, 202 in bothQ3 2019: 36%, 197 in bothQ4 2019: 35%, 197 in bothQ1 2020: 37%, 196 in both20Q2 2020: 37%, 187 in bothQ3 2020: 36%, 193 in bothQ4 2020: 33%, 192 in bothQ1 2021: 33%, 202 in both21Q2 2021: 33%, 196 in bothQ3 2021: 34%, 197 in bothQ4 2021: 33%, 188 in bothQ1 2022: 32%, 198 in both22Q2 2022: 30%, 180 in bothQ3 2022: 30%, 180 in bothQ4 2022: 30%, 171 in bothQ1 2023: 30%, 163 in both23Q2 2023: 31%, 171 in bothQ3 2023: 33%, 181 in bothQ4 2023: 34%, 172 in bothQ1 2024: 36%, 180 in both24Q2 2024: 39%, 185 in bothQ3 2024: 39%, 193 in bothQ4 2024: 41%, 194 in bothQ1 2025: 40%, 197 in both25Q2 2025: 41%, 190 in bothQ3 2025: 40%, 190 in bothQ4 2025: 40%, 195 in bothQ1 2026: 40%, 187 in both26Q2 2026: 39%, 188 in both
  • Q2 2013: 31%, 222 in both
  • Q3 2013: 31%, 226 in both
  • Q4 2013: 30%, 220 in both
  • Q1 2014: 33%, 216 in both
  • Q2 2014: 33%, 213 in both
  • Q3 2014: 31%, 217 in both
  • Q4 2014: 27%, 205 in both
  • Q1 2015: 26%, 208 in both
  • Q2 2015: 25%, 208 in both
  • Q3 2015: 27%, 205 in both
  • Q4 2015: 28%, 202 in both
  • Q1 2016: 29%, 194 in both
  • Q2 2016: 26%, 200 in both
  • Q3 2016: 27%, 205 in both
  • Q4 2016: 30%, 216 in both
  • Q1 2017: 30%, 214 in both
  • Q2 2017: 35%, 198 in both
  • Q3 2017: 35%, 196 in both
  • Q4 2017: 34%, 186 in both
  • Q1 2018: 34%, 183 in both
  • Q2 2018: 35%, 199 in both
  • Q3 2018: 37%, 208 in both
  • Q4 2018: 36%, 198 in both
  • Q1 2019: 36%, 204 in both
  • Q2 2019: 36%, 202 in both
  • Q3 2019: 36%, 197 in both
  • Q4 2019: 35%, 197 in both
  • Q1 2020: 37%, 196 in both
  • Q2 2020: 37%, 187 in both
  • Q3 2020: 36%, 193 in both
  • Q4 2020: 33%, 192 in both
  • Q1 2021: 33%, 202 in both
  • Q2 2021: 33%, 196 in both
  • Q3 2021: 34%, 197 in both
  • Q4 2021: 33%, 188 in both
  • Q1 2022: 32%, 198 in both
  • Q2 2022: 30%, 180 in both
  • Q3 2022: 30%, 180 in both
  • Q4 2022: 30%, 171 in both
  • Q1 2023: 30%, 163 in both
  • Q2 2023: 31%, 171 in both
  • Q3 2023: 33%, 181 in both
  • Q4 2023: 34%, 172 in both
  • Q1 2024: 36%, 180 in both
  • Q2 2024: 39%, 185 in both
  • Q3 2024: 39%, 193 in both
  • Q4 2024: 41%, 194 in both
  • Q1 2025: 40%, 197 in both
  • Q2 2025: 41%, 190 in both
  • Q3 2025: 40%, 190 in both
  • Q4 2025: 40%, 195 in both
  • Q1 2026: 40%, 187 in both
  • Q2 2026: 39%, 188 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 InvestorsJanus Henderson Group Ltd
Broadcom Inc(AVGO)5.4%Added3.0%Added
Nvidia Corp(NVDA)2.6%Trimmed6.6%Trimmed
Microsoft Corp(MSFT)2.4%Trimmed2.8%Trimmed
Eli Lilly & Co(LLY)2.3%Added1.9%Trimmed
Alphabet Inc CL C(GOOG)1.8%Trimmed4.3%Added
Amazon.com Inc(AMZN)1.7%Added2.4%Trimmed
Taiwan Semiconductor MFG Co ADR(TSM)1.9%Added1.6%Added
Micron Technology Inc(MU)4.0%Trimmed1.4%Trimmed
Kla-tencor Corp(KLAC)1.6%Added1.4%Added
Apple Inc(AAPL)1.3%Added2.2%Trimmed
Facebook Inc CL A(META)2.7%Trimmed1.2%Trimmed
Unitedhealth Group Inc(UNH)1.5%Added0.8%Added
Ge Vernova Inc(GEV)0.7%Added1.0%Added
Astrazeneca PLC(AZN)0.7%Added0.9%Trimmed
Visa Inc CL A(V)1.1%Added0.6%Trimmed
Abbvie Inc(ABBV)0.6%Added0.6%Trimmed
General Electric Co(GE)0.7%Added0.5%Added
JPMorgan Chase & Co(JPM)0.6%Trimmed0.5%Trimmed
Johnson & Johnson(JNJ)0.5%Added0.8%Trimmed
Alphabet Inc CL A(GOOGL)3.1%Added0.4%Trimmed

and 168 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.

  • Alphabet Inc CL A(GOOGL)Capital World Investors added; Janus Henderson Group Ltd trimmed
  • Tesla Motors Inc(TSLA)Capital World Investors added; Janus Henderson Group Ltd trimmed
  • Eli Lilly & Co(LLY)Capital World Investors added; Janus Henderson Group Ltd trimmed
  • Alphabet Inc CL C(GOOG)Capital World Investors trimmed; Janus Henderson Group Ltd added
  • Amazon.com Inc(AMZN)Capital World Investors added; Janus Henderson Group Ltd trimmed
  • Vertex Pharmaceuticals Inc(VRTX)Capital World Investors added; Janus Henderson Group Ltd trimmed
  • Apple Inc(AAPL)Capital World Investors added; Janus Henderson Group Ltd trimmed
  • Visa Inc CL A(V)Capital World Investors added; Janus Henderson Group Ltd trimmed
  • CVS Caremark Corp(CVS)Capital World Investors trimmed; Janus Henderson Group Ltd added
  • Asml Holding NV (usd)(ASML)Capital World Investors trimmed; Janus Henderson Group Ltd added
  • Union Pacific Corp(UNP)Capital World Investors added; Janus Henderson Group Ltd trimmed
  • Bank of America Corp(BAC)Capital World Investors trimmed; Janus Henderson Group Ltd added
Capital World Investors: the recordJanus Henderson Group Ltd: the record

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