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← Invesco Ltd, its record

Invesco Ltd and AllianceBernstein LP: where the books meet

At Q2 2026, at least 47% of the two 13F books was the same, across 274 stocks both listed, against 40% 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%26%52%Q2 2013: 40%, 267 in bothQ3 2013: 40%, 265 in bothQ4 2013: 39%, 262 in bothQ1 2014: 38%, 257 in both14Q2 2014: 38%, 267 in bothQ3 2014: 38%, 269 in bothQ4 2014: 38%, 270 in bothQ1 2015: 39%, 272 in both15Q2 2015: 40%, 266 in bothQ3 2015: 41%, 267 in bothQ4 2015: 39%, 261 in bothQ1 2016: 39%, 262 in both16Q2 2016: 37%, 271 in bothQ3 2016: 37%, 266 in bothQ4 2016: 37%, 271 in bothQ1 2017: 38%, 266 in both17Q2 2017: 37%, 261 in bothQ3 2017: 42%, 270 in bothQ4 2017: 42%, 271 in bothQ1 2018: 42%, 271 in both18Q2 2018: 42%, 273 in bothQ3 2018: 43%, 275 in bothQ4 2018: 43%, 272 in bothQ1 2019: 43%, 277 in both19Q2 2019: 41%, 267 in bothQ3 2019: 42%, 266 in bothQ4 2019: 37%, 265 in bothQ1 2020: 41%, 278 in both20Q2 2020: 39%, 258 in bothQ3 2020: 39%, 258 in bothQ4 2020: 37%, 252 in bothQ1 2021: 36%, 245 in both21Q2 2021: 37%, 247 in bothQ3 2021: 37%, 252 in bothQ4 2021: 38%, 257 in bothQ1 2022: 39%, 254 in both22Q2 2022: 39%, 267 in bothQ3 2022: 40%, 269 in bothQ4 2022: 39%, 262 in bothQ1 2023: 40%, 257 in both23Q2 2023: 42%, 264 in bothQ3 2023: 42%, 270 in bothQ4 2023: 43%, 276 in bothQ1 2024: 44%, 275 in both24Q2 2024: 44%, 263 in bothQ3 2024: 45%, 273 in bothQ4 2024: 45%, 263 in bothQ1 2025: 46%, 270 in both25Q2 2025: 47%, 269 in bothQ3 2025: 48%, 270 in bothQ4 2025: 52%, 276 in bothQ1 2026: 50%, 281 in both26Q2 2026: 47%, 274 in both
  • Q2 2013: 40%, 267 in both
  • Q3 2013: 40%, 265 in both
  • Q4 2013: 39%, 262 in both
  • Q1 2014: 38%, 257 in both
  • Q2 2014: 38%, 267 in both
  • Q3 2014: 38%, 269 in both
  • Q4 2014: 38%, 270 in both
  • Q1 2015: 39%, 272 in both
  • Q2 2015: 40%, 266 in both
  • Q3 2015: 41%, 267 in both
  • Q4 2015: 39%, 261 in both
  • Q1 2016: 39%, 262 in both
  • Q2 2016: 37%, 271 in both
  • Q3 2016: 37%, 266 in both
  • Q4 2016: 37%, 271 in both
  • Q1 2017: 38%, 266 in both
  • Q2 2017: 37%, 261 in both
  • Q3 2017: 42%, 270 in both
  • Q4 2017: 42%, 271 in both
  • Q1 2018: 42%, 271 in both
  • Q2 2018: 42%, 273 in both
  • Q3 2018: 43%, 275 in both
  • Q4 2018: 43%, 272 in both
  • Q1 2019: 43%, 277 in both
  • Q2 2019: 41%, 267 in both
  • Q3 2019: 42%, 266 in both
  • Q4 2019: 37%, 265 in both
  • Q1 2020: 41%, 278 in both
  • Q2 2020: 39%, 258 in both
  • Q3 2020: 39%, 258 in both
  • Q4 2020: 37%, 252 in both
  • Q1 2021: 36%, 245 in both
  • Q2 2021: 37%, 247 in both
  • Q3 2021: 37%, 252 in both
  • Q4 2021: 38%, 257 in both
  • Q1 2022: 39%, 254 in both
  • Q2 2022: 39%, 267 in both
  • Q3 2022: 40%, 269 in both
  • Q4 2022: 39%, 262 in both
  • Q1 2023: 40%, 257 in both
  • Q2 2023: 42%, 264 in both
  • Q3 2023: 42%, 270 in both
  • Q4 2023: 43%, 276 in both
  • Q1 2024: 44%, 275 in both
  • Q2 2024: 44%, 263 in both
  • Q3 2024: 45%, 273 in both
  • Q4 2024: 45%, 263 in both
  • Q1 2025: 46%, 270 in both
  • Q2 2025: 47%, 269 in both
  • Q3 2025: 48%, 270 in both
  • Q4 2025: 52%, 276 in both
  • Q1 2026: 50%, 281 in both
  • Q2 2026: 47%, 274 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.

StockInvesco LtdAllianceBernstein LP
Nvidia Corp(NVDA)5.2%Added5.6%Trimmed
Apple Inc(AAPL)4.3%Added3.6%Added
Microsoft Corp(MSFT)3.0%Added3.2%Trimmed
Amazon.com Inc(AMZN)2.7%Added2.6%Trimmed
Broadcom Inc(AVGO)2.1%Trimmed2.4%Trimmed
Alphabet Inc(GOOG)1.8%Added3.5%Trimmed
Facebook Inc-a(META)1.7%Added2.3%Trimmed
Alphabet Inc(GOOGL)2.6%Added1.1%Added
Kla-tencor Corporation(KLAC)1.1%Added3.6%Added
Costco Wholesale Corp(COST)1.0%Added0.8%Trimmed
Netflix.com Inc(NFLX)0.8%Added1.1%Trimmed
Applied Materials Inc(AMAT)1.6%Added0.6%Trimmed
Texas Instruments Inc(TXN)0.9%Added0.6%Added
Wal-mart Stores Inc(WMT)1.3%Added0.4%Trimmed
Tesla Motors Inc(TSLA)1.8%Added0.4%Added
Micron Technology Inc(MU)3.3%Added0.4%Added
Intuitive Surgical Inc(ISRG)0.4%Added0.6%Trimmed
Booking HLDGS Inc(BKNG)0.4%Added2.6%Added
Advanced Micro Devices(AMD)2.4%Added0.4%Added
Lilly (eli) & Co(LLY)0.4%Added1.3%Trimmed

and 254 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)Invesco Ltd added; AllianceBernstein LP trimmed
  • Microsoft Corp(MSFT)Invesco Ltd added; AllianceBernstein LP trimmed
  • Amazon.com Inc(AMZN)Invesco Ltd added; AllianceBernstein LP trimmed
  • Alphabet Inc(GOOG)Invesco Ltd added; AllianceBernstein LP trimmed
  • Lam Research Corp(LRCX)Invesco Ltd added; AllianceBernstein LP trimmed
  • Facebook Inc-a(META)Invesco Ltd added; AllianceBernstein LP trimmed
  • Applied Materials Inc(AMAT)Invesco Ltd added; AllianceBernstein LP trimmed
  • Wal-mart Stores Inc(WMT)Invesco Ltd added; AllianceBernstein LP trimmed
  • Costco Wholesale Corp(COST)Invesco Ltd added; AllianceBernstein LP trimmed
  • SanDisk Corp(SNDK)Invesco Ltd added; AllianceBernstein LP trimmed
  • Netflix.com Inc(NFLX)Invesco Ltd added; AllianceBernstein LP trimmed
  • Western Digital Corp(WDC)Invesco Ltd added; AllianceBernstein LP trimmed
Invesco Ltd: the recordAllianceBernstein LP: the record

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