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GAMCO Investors Inc and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 14% of the two 13F books was the same, across 127 stocks both listed, against 13% 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%8%16%Q2 2013: 13%, 132 in bothQ3 2013: 13%, 132 in bothQ4 2013: 13%, 136 in bothQ1 2014: 13%, 126 in both14Q2 2014: 13%, 124 in bothQ3 2014: 12%, 125 in bothQ4 2014: 13%, 128 in bothQ1 2015: 13%, 126 in both15Q2 2015: 13%, 130 in bothQ3 2015: 13%, 123 in bothQ4 2015: 14%, 121 in bothQ1 2016: 13%, 119 in both16Q2 2016: 13%, 120 in bothQ3 2016: 12%, 113 in bothQ4 2016: 12%, 114 in bothQ1 2017: 12%, 114 in both17Q2 2017: 12%, 114 in bothQ3 2017: 11%, 113 in bothQ4 2017: 11%, 113 in bothQ1 2018: 11%, 114 in both18Q2 2018: 11%, 119 in bothQ3 2018: 11%, 120 in bothQ4 2018: 12%, 124 in bothQ1 2019: 11%, 123 in both19Q2 2019: 11%, 122 in bothQ3 2019: 12%, 128 in bothQ4 2019: 12%, 125 in bothQ1 2020: 14%, 134 in both20Q2 2020: 13%, 135 in bothQ3 2020: 14%, 130 in bothQ4 2020: 13%, 121 in bothQ1 2021: 13%, 124 in both21Q2 2021: 13%, 117 in bothQ3 2021: 14%, 121 in bothQ4 2021: 14%, 121 in bothQ1 2022: 14%, 129 in both22Q2 2022: 13%, 127 in bothQ3 2022: 14%, 132 in bothQ4 2022: 14%, 133 in bothQ1 2023: 13%, 131 in both23Q2 2023: 13%, 133 in bothQ3 2023: 12%, 126 in bothQ4 2023: 13%, 131 in bothQ1 2024: 14%, 136 in both24Q2 2024: 15%, 133 in bothQ3 2024: 14%, 127 in bothQ4 2024: 15%, 125 in bothQ1 2025: 15%, 129 in both25Q2 2025: 16%, 132 in bothQ3 2025: 15%, 129 in bothQ4 2025: 15%, 130 in bothQ1 2026: 14%, 128 in both26Q2 2026: 14%, 127 in both
  • Q2 2013: 13%, 132 in both
  • Q3 2013: 13%, 132 in both
  • Q4 2013: 13%, 136 in both
  • Q1 2014: 13%, 126 in both
  • Q2 2014: 13%, 124 in both
  • Q3 2014: 12%, 125 in both
  • Q4 2014: 13%, 128 in both
  • Q1 2015: 13%, 126 in both
  • Q2 2015: 13%, 130 in both
  • Q3 2015: 13%, 123 in both
  • Q4 2015: 14%, 121 in both
  • Q1 2016: 13%, 119 in both
  • Q2 2016: 13%, 120 in both
  • Q3 2016: 12%, 113 in both
  • Q4 2016: 12%, 114 in both
  • Q1 2017: 12%, 114 in both
  • Q2 2017: 12%, 114 in both
  • Q3 2017: 11%, 113 in both
  • Q4 2017: 11%, 113 in both
  • Q1 2018: 11%, 114 in both
  • Q2 2018: 11%, 119 in both
  • Q3 2018: 11%, 120 in both
  • Q4 2018: 12%, 124 in both
  • Q1 2019: 11%, 123 in both
  • Q2 2019: 11%, 122 in both
  • Q3 2019: 12%, 128 in both
  • Q4 2019: 12%, 125 in both
  • Q1 2020: 14%, 134 in both
  • Q2 2020: 13%, 135 in both
  • Q3 2020: 14%, 130 in both
  • Q4 2020: 13%, 121 in both
  • Q1 2021: 13%, 124 in both
  • Q2 2021: 13%, 117 in both
  • Q3 2021: 14%, 121 in both
  • Q4 2021: 14%, 121 in both
  • Q1 2022: 14%, 129 in both
  • Q2 2022: 13%, 127 in both
  • Q3 2022: 14%, 132 in both
  • Q4 2022: 14%, 133 in both
  • Q1 2023: 13%, 131 in both
  • Q2 2023: 13%, 133 in both
  • Q3 2023: 12%, 126 in both
  • Q4 2023: 13%, 131 in both
  • Q1 2024: 14%, 136 in both
  • Q2 2024: 15%, 133 in both
  • Q3 2024: 14%, 127 in both
  • Q4 2024: 15%, 125 in both
  • Q1 2025: 15%, 129 in both
  • Q2 2025: 16%, 132 in both
  • Q3 2025: 15%, 129 in both
  • Q4 2025: 15%, 130 in both
  • Q1 2026: 14%, 128 in both
  • Q2 2026: 14%, 127 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 IncWellington Management Group LLP
Alphabet Class C(GOOG)0.6%Added1.0%Added
Nvidia Corp Com(NVDA)0.6%Added4.2%Trimmed
Corning Inc(GLW)0.4%Added0.6%Added
Microsoft Corp(MSFT)0.4%Trimmed3.1%Trimmed
Wells Fargo & Co New(WFC)0.4%Trimmed0.6%Trimmed
Deere & Co.(DE)0.5%Trimmed0.3%Added
Berkshire Hathaway Inc Del CL(BRK-B)0.4%Trimmed0.3%Added
Texas Instruments Inc(TXN)0.3%Added0.7%Trimmed
Apple Inc(AAPL)0.3%Trimmed3.0%Trimmed
Lilly, Eli and Company(LLY)0.3%Added2.3%Trimmed
Disney Walt Prodtns(DIS)0.3%Added0.5%Added
Facebook Inc CL A(META)0.3%Added0.7%Trimmed
Amazon.com Inc(AMZN)0.3%Trimmed2.3%Trimmed
Broadcom Inc(AVGO)0.2%Added3.4%Added
J.p. Morgan Chase & Co(JPM)0.5%Trimmed0.2%Added
KKR & Co Inc CL A(KKR)0.3%Trimmed0.2%Trimmed
438516205(HON)0.2%New0.2%New
43849r105(HONA)0.2%New0.3%New
General Electric Co Com New(GE)0.2%Trimmed0.4%Added
Bank of America(BAC)0.2%Trimmed0.4%Trimmed

and 107 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 Com(NVDA)GAMCO Investors Inc added; Wellington Management Group LLP trimmed
  • Lilly, Eli and Company(LLY)GAMCO Investors Inc added; Wellington Management Group LLP trimmed
  • Merck & Company(MRK)GAMCO Investors Inc trimmed; Wellington Management Group LLP added
  • Mastercard Inc(MA)GAMCO Investors Inc added; Wellington Management Group LLP trimmed
  • Johnson & Johnson(JNJ)GAMCO Investors Inc trimmed; Wellington Management Group LLP added
  • Blackrock Inc(BLK)GAMCO Investors Inc trimmed; Wellington Management Group LLP added
  • Facebook Inc CL A(META)GAMCO Investors Inc added; Wellington Management Group LLP trimmed
  • Texas Instruments Inc(TXN)GAMCO Investors Inc added; Wellington Management Group LLP trimmed
  • Visa Inc(V)GAMCO Investors Inc added; Wellington Management Group LLP trimmed
  • 032095101(APH)GAMCO Investors Inc trimmed; Wellington Management Group LLP added
  • Eaton Corp PLC SHS(ETN)GAMCO Investors Inc trimmed; Wellington Management Group LLP added
  • General Electric Co Com New(GE)GAMCO Investors Inc trimmed; Wellington Management Group LLP added
GAMCO Investors Inc: the recordWellington Management Group LLP: the record

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