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GAMCO Investors Inc and Invesco Ltd: where the books meet

At Q2 2026, at least 14% of the two 13F books was the same, across 161 stocks both listed, against 15% 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%9%17%Q2 2013: 15%, 142 in bothQ3 2013: 15%, 149 in bothQ4 2013: 15%, 157 in bothQ1 2014: 15%, 148 in both14Q2 2014: 14%, 146 in bothQ3 2014: 15%, 152 in bothQ4 2014: 14%, 151 in bothQ1 2015: 14%, 155 in both15Q2 2015: 15%, 155 in bothQ3 2015: 14%, 148 in bothQ4 2015: 15%, 152 in bothQ1 2016: 14%, 147 in both16Q2 2016: 14%, 144 in bothQ3 2016: 13%, 143 in bothQ4 2016: 13%, 140 in bothQ1 2017: 13%, 139 in both17Q2 2017: 13%, 137 in bothQ3 2017: 14%, 145 in bothQ4 2017: 13%, 139 in bothQ1 2018: 13%, 141 in both18Q2 2018: 13%, 142 in bothQ3 2018: 13%, 140 in bothQ4 2018: 14%, 150 in bothQ1 2019: 13%, 147 in both19Q2 2019: 13%, 141 in bothQ3 2019: 14%, 142 in bothQ4 2019: 14%, 144 in bothQ1 2020: 16%, 153 in both20Q2 2020: 16%, 157 in bothQ3 2020: 16%, 155 in bothQ4 2020: 15%, 151 in bothQ1 2021: 16%, 159 in both21Q2 2021: 15%, 160 in bothQ3 2021: 16%, 163 in bothQ4 2021: 16%, 167 in bothQ1 2022: 16%, 164 in both22Q2 2022: 16%, 165 in bothQ3 2022: 16%, 154 in bothQ4 2022: 17%, 167 in bothQ1 2023: 16%, 165 in both23Q2 2023: 16%, 160 in bothQ3 2023: 16%, 154 in bothQ4 2023: 16%, 152 in bothQ1 2024: 16%, 154 in both24Q2 2024: 17%, 156 in bothQ3 2024: 16%, 157 in bothQ4 2024: 17%, 160 in bothQ1 2025: 17%, 158 in both25Q2 2025: 16%, 156 in bothQ3 2025: 16%, 155 in bothQ4 2025: 14%, 152 in bothQ1 2026: 14%, 149 in both26Q2 2026: 14%, 161 in both
  • Q2 2013: 15%, 142 in both
  • Q3 2013: 15%, 149 in both
  • Q4 2013: 15%, 157 in both
  • Q1 2014: 15%, 148 in both
  • Q2 2014: 14%, 146 in both
  • Q3 2014: 15%, 152 in both
  • Q4 2014: 14%, 151 in both
  • Q1 2015: 14%, 155 in both
  • Q2 2015: 15%, 155 in both
  • Q3 2015: 14%, 148 in both
  • Q4 2015: 15%, 152 in both
  • Q1 2016: 14%, 147 in both
  • Q2 2016: 14%, 144 in both
  • Q3 2016: 13%, 143 in both
  • Q4 2016: 13%, 140 in both
  • Q1 2017: 13%, 139 in both
  • Q2 2017: 13%, 137 in both
  • Q3 2017: 14%, 145 in both
  • Q4 2017: 13%, 139 in both
  • Q1 2018: 13%, 141 in both
  • Q2 2018: 13%, 142 in both
  • Q3 2018: 13%, 140 in both
  • Q4 2018: 14%, 150 in both
  • Q1 2019: 13%, 147 in both
  • Q2 2019: 13%, 141 in both
  • Q3 2019: 14%, 142 in both
  • Q4 2019: 14%, 144 in both
  • Q1 2020: 16%, 153 in both
  • Q2 2020: 16%, 157 in both
  • Q3 2020: 16%, 155 in both
  • Q4 2020: 15%, 151 in both
  • Q1 2021: 16%, 159 in both
  • Q2 2021: 15%, 160 in both
  • Q3 2021: 16%, 163 in both
  • Q4 2021: 16%, 167 in both
  • Q1 2022: 16%, 164 in both
  • Q2 2022: 16%, 165 in both
  • Q3 2022: 16%, 154 in both
  • Q4 2022: 17%, 167 in both
  • Q1 2023: 16%, 165 in both
  • Q2 2023: 16%, 160 in both
  • Q3 2023: 16%, 154 in both
  • Q4 2023: 16%, 152 in both
  • Q1 2024: 16%, 154 in both
  • Q2 2024: 17%, 156 in both
  • Q3 2024: 16%, 157 in both
  • Q4 2024: 17%, 160 in both
  • Q1 2025: 17%, 158 in both
  • Q2 2025: 16%, 156 in both
  • Q3 2025: 16%, 155 in both
  • Q4 2025: 14%, 152 in both
  • Q1 2026: 14%, 149 in both
  • Q2 2026: 14%, 161 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.

StockGAMCO Investors IncInvesco Ltd
Alphabet Class C(GOOG)0.6%Added1.8%Added
Nvidia Corp Com(NVDA)0.6%Added5.2%Added
Microsoft Corp(MSFT)0.4%Trimmed3.0%Added
J.p. Morgan Chase & Co(JPM)0.5%Trimmed0.3%Added
Texas Instruments Inc(TXN)0.3%Added0.9%Added
Apple Inc(AAPL)0.3%Trimmed4.3%Added
Lilly, Eli and Company(LLY)0.3%Added0.4%Added
Facebook Inc CL A(META)0.3%Added1.7%Added
Amazon.com Inc(AMZN)0.3%Trimmed2.7%Added
Broadcom Inc(AVGO)0.2%Added2.1%Trimmed
43849r105(HONA)0.2%New0.2%New
Wells Fargo & Co New(WFC)0.4%Trimmed0.2%Added
General Electric Co Com New(GE)0.2%Trimmed0.2%Trimmed
Bank of America(BAC)0.2%Trimmed0.3%Trimmed
Tesla MTRS Inc Com(TSLA)0.2%Added1.8%Added
Mondelez International(MDLZ)0.2%Added0.2%Trimmed
Johnson Controls Internation(JCI)0.4%Trimmed0.2%Added
438516205(HON)0.2%New0.2%New
O'reilly Automotive Inc New Co(ORLY)0.4%Trimmed0.2%Added
Berkshire Hathaway Inc Del CL(BRK-B)0.4%Trimmed0.2%Trimmed

and 141 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.

  • Apple Inc(AAPL)GAMCO Investors Inc trimmed; Invesco Ltd added
  • Microsoft Corp(MSFT)GAMCO Investors Inc trimmed; Invesco Ltd added
  • Amazon.com Inc(AMZN)GAMCO Investors Inc trimmed; Invesco Ltd added
  • Alphabet Class A(GOOGL)GAMCO Investors Inc trimmed; Invesco Ltd added
  • Broadcom Inc(AVGO)GAMCO Investors Inc added; Invesco Ltd trimmed
  • Applied Matls Inc Com(AMAT)GAMCO Investors Inc trimmed; Invesco Ltd added
  • Costco Wholesale Corp(COST)GAMCO Investors Inc trimmed; Invesco Ltd added
  • Palo Alto Networks Inc Com(PANW)GAMCO Investors Inc trimmed; Invesco Ltd added
  • Qualcomm Inc Com(QCOM)GAMCO Investors Inc sold out; Invesco Ltd added
  • Crowdstrike HLDGS Inc(CRWD)GAMCO Investors Inc trimmed; Invesco Ltd added
  • Asml Holding Nv-ny Reg SHS ADR(ASML)GAMCO Investors Inc trimmed; Invesco Ltd added
  • Pepsico Inc(PEP)GAMCO Investors Inc trimmed; Invesco Ltd added
GAMCO Investors Inc: the recordInvesco Ltd: the record

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