Man Group PLC and T. Rowe Price Associates Inc: where the books meet
At Q2 2026, at least 39% of the two 13F books was the same, across 214 stocks both listed, against 22% at Q1 2018. 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.
- Q1 2018: 22%, 151 in both
- Q2 2018: 21%, 165 in both
- Q3 2018: 22%, 177 in both
- Q4 2018: 23%, 172 in both
- Q1 2019: 22%, 176 in both
- Q2 2019: 22%, 188 in both
- Q3 2019: 24%, 185 in both
- Q4 2019: 24%, 178 in both
- Q1 2020: 31%, 187 in both
- Q2 2020: 32%, 201 in both
- Q3 2020: 32%, 212 in both
- Q4 2020: 31%, 194 in both
- Q1 2021: 33%, 188 in both
- Q2 2021: 32%, 216 in both
- Q3 2021: 32%, 218 in both
- Q4 2021: 33%, 223 in both
- Q1 2022: 33%, 227 in both
- Q2 2022: 32%, 222 in both
- Q3 2022: 30%, 223 in both
- Q4 2022: 32%, 242 in both
- Q1 2023: 33%, 241 in both
- Q2 2023: 35%, 233 in both
- Q3 2023: 35%, 236 in both
- Q4 2023: 35%, 219 in both
- Q1 2024: 34%, 223 in both
- Q2 2024: 35%, 224 in both
- Q3 2024: 31%, 221 in both
- Q4 2024: 32%, 216 in both
- Q1 2025: 31%, 213 in both
- Q2 2025: 35%, 216 in both
- Q3 2025: 39%, 219 in both
- Q4 2025: 39%, 219 in both
- Q1 2026: 36%, 214 in both
- Q2 2026: 39%, 214 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.
| Stock | Man Group PLC | T. Rowe Price Associates Inc |
|---|---|---|
| Nvidia Corp(NVDA) | 3.5%Added | 7.4%Trimmed |
| Apple Inc(AAPL) | 3.0%Added | 4.6%Trimmed |
| Amazon Com Inc(AMZN) | 1.7%Added | 2.6%Trimmed |
| Microsoft Corp(MSFT) | 1.6%Trimmed | 3.3%Trimmed |
| Alphabet Inc(GOOGL) | 1.4%Trimmed | 3.6%Added |
| Broadcom Inc(AVGO) | 1.3%Trimmed | 3.1%Trimmed |
| Micron Technology Inc(MU) | 0.9%Trimmed | 1.6%Added |
| Alphabet Inc(GOOG) | 0.8%Trimmed | 2.1%Trimmed |
| Facebook Inc(META) | 0.8%Trimmed | 1.7%Trimmed |
| Lilly Eli & Co(LLY) | 0.8%Trimmed | 1.7%Trimmed |
| Mastercard Incorporated(MA) | 0.8%Added | 1.0%Trimmed |
| Advanced Micro Devices Inc(AMD) | 0.7%Trimmed | 2.1%Added |
| Visa Inc(V) | 0.6%Added | 1.2%Trimmed |
| JPMorgan Chase & Co(JPM) | 0.6%Trimmed | 0.9%Added |
| Amphenol Corp New(APH) | 0.7%Added | 0.6%Added |
| Taiwan Semiconductor MFG LTD(TSM) | 0.8%Trimmed | 0.5%Added |
| Lam Research Corp(LRCX) | 0.5%Trimmed | 1.1%Added |
| Applied Matls Inc(AMAT) | 0.5%Trimmed | 0.9%Added |
| Bank Amer Corp(BAC) | 0.5%Added | 0.5%Trimmed |
| Tesla Inc(TSLA) | 0.4%Trimmed | 1.1%Added |
and 194 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)Man Group PLC added; T. Rowe Price Associates Inc trimmed
- Apple Inc(AAPL)Man Group PLC added; T. Rowe Price Associates Inc trimmed
- Alphabet Inc(GOOGL)Man Group PLC trimmed; T. Rowe Price Associates Inc added
- Amazon Com Inc(AMZN)Man Group PLC added; T. Rowe Price Associates Inc trimmed
- Advanced Micro Devices Inc(AMD)Man Group PLC trimmed; T. Rowe Price Associates Inc added
- Micron Technology Inc(MU)Man Group PLC trimmed; T. Rowe Price Associates Inc added
- Visa Inc(V)Man Group PLC added; T. Rowe Price Associates Inc trimmed
- Lam Research Corp(LRCX)Man Group PLC trimmed; T. Rowe Price Associates Inc added
- Tesla Inc(TSLA)Man Group PLC trimmed; T. Rowe Price Associates Inc added
- Mastercard Incorporated(MA)Man Group PLC added; T. Rowe Price Associates Inc trimmed
- Applied Matls Inc(AMAT)Man Group PLC trimmed; T. Rowe Price Associates Inc added
- JPMorgan Chase & Co(JPM)Man Group PLC trimmed; T. Rowe Price Associates Inc added
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