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← Harris Associates LP, its record

Harris Associates LP and Capital World Investors: where the books meet

At Q2 2026, at least 13% of the two 13F books was the same, across 72 stocks both listed, against 16% 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%11%22%Q2 2013: 16%, 83 in bothQ3 2013: 15%, 81 in bothQ4 2013: 16%, 85 in bothQ1 2014: 18%, 84 in both14Q2 2014: 19%, 85 in bothQ3 2014: 19%, 82 in bothQ4 2014: 20%, 81 in bothQ1 2015: 20%, 75 in both15Q2 2015: 22%, 53 in bothQ3 2015: 22%, 49 in bothQ4 2015: 21%, 47 in bothQ1 2016: 20%, 45 in both16Q2 2016: 20%, 48 in bothQ3 2016: 19%, 45 in bothQ4 2016: 21%, 47 in bothQ1 2017: 20%, 45 in both17Q2 2017: 20%, 47 in bothQ3 2017: 20%, 49 in bothQ4 2017: 20%, 53 in bothQ1 2018: 20%, 51 in both18Q2 2018: 20%, 52 in bothQ3 2018: 17%, 54 in bothQ4 2018: 16%, 54 in bothQ1 2019: 17%, 56 in both19Q2 2019: 17%, 55 in bothQ3 2019: 16%, 54 in bothQ4 2019: 17%, 58 in bothQ1 2020: 16%, 54 in both20Q2 2020: 16%, 51 in bothQ3 2020: 16%, 58 in bothQ4 2020: 16%, 60 in bothQ1 2021: 17%, 65 in both21Q2 2021: 16%, 60 in bothQ3 2021: 16%, 63 in bothQ4 2021: 15%, 63 in bothQ1 2022: 15%, 63 in both22Q2 2022: 13%, 64 in bothQ3 2022: 12%, 64 in bothQ4 2022: 12%, 68 in bothQ1 2023: 13%, 70 in both23Q2 2023: 12%, 72 in bothQ3 2023: 12%, 68 in bothQ4 2023: 12%, 63 in bothQ1 2024: 12%, 62 in both24Q2 2024: 12%, 62 in bothQ3 2024: 11%, 65 in bothQ4 2024: 11%, 72 in bothQ1 2025: 13%, 68 in both25Q2 2025: 14%, 83 in bothQ3 2025: 13%, 88 in bothQ4 2025: 13%, 83 in bothQ1 2026: 15%, 75 in both26Q2 2026: 13%, 72 in both
  • Q2 2013: 16%, 83 in both
  • Q3 2013: 15%, 81 in both
  • Q4 2013: 16%, 85 in both
  • Q1 2014: 18%, 84 in both
  • Q2 2014: 19%, 85 in both
  • Q3 2014: 19%, 82 in both
  • Q4 2014: 20%, 81 in both
  • Q1 2015: 20%, 75 in both
  • Q2 2015: 22%, 53 in both
  • Q3 2015: 22%, 49 in both
  • Q4 2015: 21%, 47 in both
  • Q1 2016: 20%, 45 in both
  • Q2 2016: 20%, 48 in both
  • Q3 2016: 19%, 45 in both
  • Q4 2016: 21%, 47 in both
  • Q1 2017: 20%, 45 in both
  • Q2 2017: 20%, 47 in both
  • Q3 2017: 20%, 49 in both
  • Q4 2017: 20%, 53 in both
  • Q1 2018: 20%, 51 in both
  • Q2 2018: 20%, 52 in both
  • Q3 2018: 17%, 54 in both
  • Q4 2018: 16%, 54 in both
  • Q1 2019: 17%, 56 in both
  • Q2 2019: 17%, 55 in both
  • Q3 2019: 16%, 54 in both
  • Q4 2019: 17%, 58 in both
  • Q1 2020: 16%, 54 in both
  • Q2 2020: 16%, 51 in both
  • Q3 2020: 16%, 58 in both
  • Q4 2020: 16%, 60 in both
  • Q1 2021: 17%, 65 in both
  • Q2 2021: 16%, 60 in both
  • Q3 2021: 16%, 63 in both
  • Q4 2021: 15%, 63 in both
  • Q1 2022: 15%, 63 in both
  • Q2 2022: 13%, 64 in both
  • Q3 2022: 12%, 64 in both
  • Q4 2022: 12%, 68 in both
  • Q1 2023: 13%, 70 in both
  • Q2 2023: 12%, 72 in both
  • Q3 2023: 12%, 68 in both
  • Q4 2023: 12%, 63 in both
  • Q1 2024: 12%, 62 in both
  • Q2 2024: 12%, 62 in both
  • Q3 2024: 11%, 65 in both
  • Q4 2024: 11%, 72 in both
  • Q1 2025: 13%, 68 in both
  • Q2 2025: 14%, 83 in both
  • Q3 2025: 13%, 88 in both
  • Q4 2025: 13%, 83 in both
  • Q1 2026: 15%, 75 in both
  • Q2 2026: 13%, 72 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.

StockHarris Associates LPCapital World Investors
Alphabet Inc(GOOGL)3.0%Trimmed3.1%Added
Amazon Com Inc(AMZN)1.5%Trimmed1.7%Added
Alphabet Inc(GOOG)0.9%Added1.8%Trimmed
Union Pac Corp(UNP)1.4%Added0.9%Added
Bank of America Corporation(BAC)1.7%Added0.8%Trimmed
Netflix Inc(NFLX)1.0%Added0.7%Trimmed
Citigroup Inc(C)1.6%Trimmed0.6%Trimmed
Keurig DR Pepper Inc(KDP)4.0%Trimmed0.5%Added
Corteva Inc(CTVA)1.8%Trimmed0.4%Added
Booking HLDGS Inc(BKNG)0.4%New0.4%Added
Marsh & Mclennan Cos Inc(MRSH)1.9%Added0.4%Added
NIKE Inc(NKE)0.8%Trimmed0.3%Added
Visa Inc(V)0.3%Trimmed1.1%Added
Deere & Co(DE)0.3%Trimmed0.9%Trimmed
Comcast Corp New(CMCSA)0.2%Trimmed0.3%Trimmed
Constellation Brands Inc(STZ)0.6%Trimmed0.2%Trimmed
Capital One Finl Corp(COF)3.1%Added0.2%Trimmed
Synchrony Financial(SYF)0.8%Added0.2%Trimmed
General MTRS Co(GM)1.3%Trimmed0.2%Trimmed
Salesforce Com Inc(CRM)3.4%Added0.2%Trimmed

and 52 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.

  • Broadcom Inc(AVGO)Harris Associates LP trimmed; Capital World Investors added
  • Micron Technology Inc(MU)Harris Associates LP started; Capital World Investors trimmed
  • Alphabet Inc(GOOGL)Harris Associates LP trimmed; Capital World Investors added
  • Philip Morris Intl Inc(PM)Harris Associates LP added; Capital World Investors trimmed
  • Facebook Inc(META)Harris Associates LP added; Capital World Investors trimmed
  • Nvidia Corp(NVDA)Harris Associates LP added; Capital World Investors trimmed
  • Microsoft Corp(MSFT)Harris Associates LP added; Capital World Investors trimmed
  • Eli Lilly & Co(LLY)Harris Associates LP trimmed; Capital World Investors added
  • Alphabet Inc(GOOG)Harris Associates LP added; Capital World Investors trimmed
  • Amazon Com Inc(AMZN)Harris Associates LP trimmed; Capital World Investors added
  • Apple Inc(AAPL)Harris Associates LP trimmed; Capital World Investors added
  • Visa Inc(V)Harris Associates LP trimmed; Capital World Investors added
Harris Associates LP: the recordCapital World Investors: the record

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