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Capital World 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 219 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%, 190 in bothQ3 2013: 36%, 191 in bothQ4 2013: 35%, 188 in bothQ1 2014: 36%, 197 in both14Q2 2014: 36%, 194 in bothQ3 2014: 36%, 191 in bothQ4 2014: 36%, 187 in bothQ1 2015: 36%, 186 in both15Q2 2015: 38%, 182 in bothQ3 2015: 38%, 183 in bothQ4 2015: 38%, 183 in bothQ1 2016: 38%, 182 in both16Q2 2016: 37%, 190 in bothQ3 2016: 38%, 188 in bothQ4 2016: 39%, 194 in bothQ1 2017: 38%, 196 in both17Q2 2017: 38%, 193 in bothQ3 2017: 38%, 192 in bothQ4 2017: 38%, 194 in bothQ1 2018: 37%, 187 in both18Q2 2018: 38%, 195 in bothQ3 2018: 39%, 204 in bothQ4 2018: 39%, 202 in bothQ1 2019: 38%, 200 in both19Q2 2019: 38%, 193 in bothQ3 2019: 37%, 198 in bothQ4 2019: 36%, 201 in bothQ1 2020: 39%, 203 in both20Q2 2020: 40%, 213 in bothQ3 2020: 40%, 217 in bothQ4 2020: 38%, 212 in bothQ1 2021: 38%, 219 in both21Q2 2021: 38%, 208 in bothQ3 2021: 38%, 208 in bothQ4 2021: 38%, 203 in bothQ1 2022: 36%, 210 in both22Q2 2022: 37%, 210 in bothQ3 2022: 37%, 211 in bothQ4 2022: 37%, 208 in bothQ1 2023: 36%, 197 in both23Q2 2023: 38%, 196 in bothQ3 2023: 38%, 205 in bothQ4 2023: 38%, 210 in bothQ1 2024: 38%, 206 in both24Q2 2024: 40%, 207 in bothQ3 2024: 40%, 206 in bothQ4 2024: 41%, 216 in bothQ1 2025: 41%, 214 in both25Q2 2025: 42%, 214 in bothQ3 2025: 41%, 210 in bothQ4 2025: 40%, 212 in bothQ1 2026: 41%, 220 in both26Q2 2026: 43%, 219 in both
  • Q2 2013: 36%, 190 in both
  • Q3 2013: 36%, 191 in both
  • Q4 2013: 35%, 188 in both
  • Q1 2014: 36%, 197 in both
  • Q2 2014: 36%, 194 in both
  • Q3 2014: 36%, 191 in both
  • Q4 2014: 36%, 187 in both
  • Q1 2015: 36%, 186 in both
  • Q2 2015: 38%, 182 in both
  • Q3 2015: 38%, 183 in both
  • Q4 2015: 38%, 183 in both
  • Q1 2016: 38%, 182 in both
  • Q2 2016: 37%, 190 in both
  • Q3 2016: 38%, 188 in both
  • Q4 2016: 39%, 194 in both
  • Q1 2017: 38%, 196 in both
  • Q2 2017: 38%, 193 in both
  • Q3 2017: 38%, 192 in both
  • Q4 2017: 38%, 194 in both
  • Q1 2018: 37%, 187 in both
  • Q2 2018: 38%, 195 in both
  • Q3 2018: 39%, 204 in both
  • Q4 2018: 39%, 202 in both
  • Q1 2019: 38%, 200 in both
  • Q2 2019: 38%, 193 in both
  • Q3 2019: 37%, 198 in both
  • Q4 2019: 36%, 201 in both
  • Q1 2020: 39%, 203 in both
  • Q2 2020: 40%, 213 in both
  • Q3 2020: 40%, 217 in both
  • Q4 2020: 38%, 212 in both
  • Q1 2021: 38%, 219 in both
  • Q2 2021: 38%, 208 in both
  • Q3 2021: 38%, 208 in both
  • Q4 2021: 38%, 203 in both
  • Q1 2022: 36%, 210 in both
  • Q2 2022: 37%, 210 in both
  • Q3 2022: 37%, 211 in both
  • Q4 2022: 37%, 208 in both
  • Q1 2023: 36%, 197 in both
  • Q2 2023: 38%, 196 in both
  • Q3 2023: 38%, 205 in both
  • Q4 2023: 38%, 210 in both
  • Q1 2024: 38%, 206 in both
  • Q2 2024: 40%, 207 in both
  • Q3 2024: 40%, 206 in both
  • Q4 2024: 41%, 216 in both
  • Q1 2025: 41%, 214 in both
  • Q2 2025: 42%, 214 in both
  • Q3 2025: 41%, 210 in both
  • Q4 2025: 40%, 212 in both
  • Q1 2026: 41%, 220 in both
  • Q2 2026: 43%, 219 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 InvestorsWellington Management Group LLP
Broadcom Inc(AVGO)5.4%Added3.4%Added
Alphabet Inc CL A(GOOGL)3.1%Added2.7%Trimmed
Nvidia Corp(NVDA)2.6%Trimmed4.2%Trimmed
Microsoft Corp(MSFT)2.4%Trimmed3.1%Trimmed
Eli Lilly & Co(LLY)2.3%Added2.3%Trimmed
Amazon.com Inc(AMZN)1.7%Added2.3%Trimmed
Apple Inc(AAPL)1.3%Added3.0%Trimmed
Alphabet Inc CL C(GOOG)1.8%Trimmed1.0%Added
Micron Technology Inc(MU)4.0%Trimmed1.0%Added
Kla-tencor Corp(KLAC)1.6%Added0.8%Added
Unitedhealth Group Inc(UNH)1.5%Added0.8%Added
Tesla Motors Inc(TSLA)2.3%Added0.7%Added
Facebook Inc CL A(META)2.7%Trimmed0.7%Trimmed
Astrazeneca PLC(AZN)0.7%Added0.9%Added
CVS Caremark Corp(CVS)0.9%Trimmed0.6%Added
Visa Inc CL A(V)1.1%Added0.6%Trimmed
Philip Morris International(PM)2.8%Trimmed0.5%Added
Welltower Inc(WELL)0.5%Added0.6%Trimmed
Taiwan Semiconductor MFG Co ADR(TSM)1.9%Added0.5%Trimmed
Home Depot Inc(HD)0.5%Trimmed0.5%Trimmed

and 199 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.

  • Micron Technology Inc(MU)Capital World Investors trimmed; Wellington Management Group LLP added
  • Alphabet Inc CL A(GOOGL)Capital World Investors added; Wellington Management Group LLP trimmed
  • Philip Morris International(PM)Capital World Investors trimmed; Wellington Management Group LLP added
  • Eli Lilly & Co(LLY)Capital World Investors added; Wellington Management Group LLP trimmed
  • Apple Inc(AAPL)Capital World Investors added; Wellington Management Group LLP trimmed
  • Taiwan Semiconductor MFG Co ADR(TSM)Capital World Investors added; Wellington Management Group LLP trimmed
  • Alphabet Inc CL C(GOOG)Capital World Investors trimmed; Wellington Management Group LLP added
  • Amazon.com Inc(AMZN)Capital World Investors added; Wellington Management Group LLP trimmed
  • Amgen Inc(AMGN)Capital World Investors trimmed; Wellington Management Group LLP added
  • Visa Inc CL A(V)Capital World Investors added; Wellington Management Group LLP trimmed
  • Starbucks Corp(SBUX)Capital World Investors trimmed; Wellington Management Group LLP added
  • CVS Caremark Corp(CVS)Capital World Investors trimmed; Wellington Management Group LLP added
Capital World Investors: the recordWellington Management Group LLP: the record

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