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← Harris Associates LP, its record

Harris Associates LP and MFS Investment Management: where the books meet

At Q2 2026, at least 13% of the two 13F books was the same, across 80 stocks both listed, against 21% 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%12%23%Q2 2013: 21%, 95 in bothQ3 2013: 21%, 90 in bothQ4 2013: 23%, 94 in bothQ1 2014: 23%, 87 in both14Q2 2014: 23%, 91 in bothQ3 2014: 22%, 91 in bothQ4 2014: 23%, 95 in bothQ1 2015: 22%, 86 in both15Q2 2015: 22%, 69 in bothQ3 2015: 22%, 62 in bothQ4 2015: 22%, 61 in bothQ1 2016: 20%, 61 in both16Q2 2016: 20%, 57 in bothQ3 2016: 19%, 55 in bothQ4 2016: 20%, 55 in bothQ1 2017: 20%, 55 in both17Q2 2017: 20%, 56 in bothQ3 2017: 18%, 54 in bothQ4 2017: 17%, 57 in bothQ1 2018: 18%, 55 in both18Q2 2018: 18%, 54 in bothQ3 2018: 18%, 55 in bothQ4 2018: 17%, 57 in bothQ1 2019: 17%, 58 in both19Q2 2019: 16%, 59 in bothQ3 2019: 16%, 58 in bothQ4 2019: 16%, 58 in bothQ1 2020: 15%, 57 in both20Q2 2020: 15%, 60 in bothQ3 2020: 15%, 58 in bothQ4 2020: 15%, 61 in bothQ1 2021: 15%, 64 in both21Q2 2021: 16%, 64 in bothQ3 2021: 15%, 67 in bothQ4 2021: 16%, 70 in bothQ1 2022: 17%, 71 in both22Q2 2022: 17%, 72 in bothQ3 2022: 16%, 74 in bothQ4 2022: 17%, 77 in bothQ1 2023: 17%, 76 in both23Q2 2023: 17%, 72 in bothQ3 2023: 17%, 68 in bothQ4 2023: 17%, 68 in bothQ1 2024: 16%, 67 in both24Q2 2024: 15%, 65 in bothQ3 2024: 13%, 70 in bothQ4 2024: 13%, 71 in bothQ1 2025: 14%, 70 in both25Q2 2025: 14%, 85 in bothQ3 2025: 13%, 89 in bothQ4 2025: 13%, 81 in bothQ1 2026: 14%, 78 in both26Q2 2026: 13%, 80 in both
  • Q2 2013: 21%, 95 in both
  • Q3 2013: 21%, 90 in both
  • Q4 2013: 23%, 94 in both
  • Q1 2014: 23%, 87 in both
  • Q2 2014: 23%, 91 in both
  • Q3 2014: 22%, 91 in both
  • Q4 2014: 23%, 95 in both
  • Q1 2015: 22%, 86 in both
  • Q2 2015: 22%, 69 in both
  • Q3 2015: 22%, 62 in both
  • Q4 2015: 22%, 61 in both
  • Q1 2016: 20%, 61 in both
  • Q2 2016: 20%, 57 in both
  • Q3 2016: 19%, 55 in both
  • Q4 2016: 20%, 55 in both
  • Q1 2017: 20%, 55 in both
  • Q2 2017: 20%, 56 in both
  • Q3 2017: 18%, 54 in both
  • Q4 2017: 17%, 57 in both
  • Q1 2018: 18%, 55 in both
  • Q2 2018: 18%, 54 in both
  • Q3 2018: 18%, 55 in both
  • Q4 2018: 17%, 57 in both
  • Q1 2019: 17%, 58 in both
  • Q2 2019: 16%, 59 in both
  • Q3 2019: 16%, 58 in both
  • Q4 2019: 16%, 58 in both
  • Q1 2020: 15%, 57 in both
  • Q2 2020: 15%, 60 in both
  • Q3 2020: 15%, 58 in both
  • Q4 2020: 15%, 61 in both
  • Q1 2021: 15%, 64 in both
  • Q2 2021: 16%, 64 in both
  • Q3 2021: 15%, 67 in both
  • Q4 2021: 16%, 70 in both
  • Q1 2022: 17%, 71 in both
  • Q2 2022: 17%, 72 in both
  • Q3 2022: 16%, 74 in both
  • Q4 2022: 17%, 77 in both
  • Q1 2023: 17%, 76 in both
  • Q2 2023: 17%, 72 in both
  • Q3 2023: 17%, 68 in both
  • Q4 2023: 17%, 68 in both
  • Q1 2024: 16%, 67 in both
  • Q2 2024: 15%, 65 in both
  • Q3 2024: 13%, 70 in both
  • Q4 2024: 13%, 71 in both
  • Q1 2025: 14%, 70 in both
  • Q2 2025: 14%, 85 in both
  • Q3 2025: 13%, 89 in both
  • Q4 2025: 13%, 81 in both
  • Q1 2026: 14%, 78 in both
  • Q2 2026: 13%, 80 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 LPMFS Investment Management
Alphabet Inc(GOOGL)3.0%Trimmed3.3%Added
Amazon Com Inc(AMZN)1.5%Trimmed2.8%Added
Willis Towers Watson Pub LTD(WTW)2.0%Trimmed0.7%Trimmed
Schwab Charles Corp New(SCHW)3.0%Added0.7%Trimmed
Conocophillips(COP)2.1%Trimmed0.6%Trimmed
Nasdaq Inc(NDAQ)0.8%Added0.6%Trimmed
Union Pac Corp(UNP)1.4%Added0.6%Trimmed
Citigroup Inc(C)1.6%Trimmed0.5%Trimmed
Becton Dickinson & Co(BDX)0.5%Added0.8%Trimmed
Wells Fargo & Co New(WFC)1.2%Trimmed0.3%Trimmed
Marsh & Mclennan Cos Inc(MRSH)1.9%Added0.3%Trimmed
Visa Inc(V)0.3%Trimmed0.8%Trimmed
Bank of America Corporation(BAC)1.7%Added0.3%Added
Elevance Health Inc(ELV)2.5%Added0.2%Trimmed
Equifax Inc(EFX)1.6%Trimmed0.2%Trimmed
Airbnb Inc(ABNB)3.6%Trimmed0.2%Added
Salesforce Com Inc(CRM)3.4%Added0.2%Trimmed
Alphabet Inc(GOOG)0.9%Added0.1%Added
Accenture PLC Ireland(ACN)0.5%Trimmed0.1%Trimmed
Masco Corp(MAS)0.9%Trimmed0.1%Added

and 60 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(NVDA)Harris Associates LP added; MFS Investment Management trimmed
  • Alphabet Inc(GOOGL)Harris Associates LP trimmed; MFS Investment Management added
  • Apple Inc(AAPL)Harris Associates LP trimmed; MFS Investment Management added
  • Amazon Com Inc(AMZN)Harris Associates LP trimmed; MFS Investment Management added
  • Microsoft Corp(MSFT)Harris Associates LP added; MFS Investment Management trimmed
  • Broadcom Inc(AVGO)Harris Associates LP trimmed; MFS Investment Management added
  • JPMorgan Chase & Co(JPM)Harris Associates LP added; MFS Investment Management trimmed
  • Airbnb Inc(ABNB)Harris Associates LP trimmed; MFS Investment Management added
  • Salesforce Com Inc(CRM)Harris Associates LP added; MFS Investment Management trimmed
  • Becton Dickinson & Co(BDX)Harris Associates LP added; MFS Investment Management trimmed
  • Schwab Charles Corp New(SCHW)Harris Associates LP added; MFS Investment Management trimmed
  • Targa Res Corp(TRGP)Harris Associates LP trimmed; MFS Investment Management added
Harris Associates LP: the recordMFS Investment Management: the record

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