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← Man Group PLC, its record

Man Group PLC and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 37% of the two 13F books was the same, across 200 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.

Overlap by quarter
0%19%38%Q1 2018: 22%, 159 in both18Q2 2018: 21%, 171 in bothQ3 2018: 24%, 189 in bothQ4 2018: 25%, 188 in bothQ1 2019: 23%, 182 in both19Q2 2019: 24%, 194 in bothQ3 2019: 25%, 184 in bothQ4 2019: 25%, 181 in bothQ1 2020: 29%, 196 in both20Q2 2020: 30%, 186 in bothQ3 2020: 31%, 192 in bothQ4 2020: 29%, 178 in bothQ1 2021: 32%, 184 in both21Q2 2021: 33%, 204 in bothQ3 2021: 31%, 193 in bothQ4 2021: 33%, 207 in bothQ1 2022: 31%, 203 in both22Q2 2022: 29%, 193 in bothQ3 2022: 29%, 196 in bothQ4 2022: 32%, 214 in bothQ1 2023: 33%, 219 in both23Q2 2023: 35%, 215 in bothQ3 2023: 33%, 205 in bothQ4 2023: 31%, 193 in bothQ1 2024: 32%, 201 in both24Q2 2024: 34%, 198 in bothQ3 2024: 30%, 191 in bothQ4 2024: 30%, 178 in bothQ1 2025: 31%, 189 in both25Q2 2025: 34%, 201 in bothQ3 2025: 38%, 194 in bothQ4 2025: 37%, 192 in bothQ1 2026: 35%, 195 in both26Q2 2026: 37%, 200 in both
  • Q1 2018: 22%, 159 in both
  • Q2 2018: 21%, 171 in both
  • Q3 2018: 24%, 189 in both
  • Q4 2018: 25%, 188 in both
  • Q1 2019: 23%, 182 in both
  • Q2 2019: 24%, 194 in both
  • Q3 2019: 25%, 184 in both
  • Q4 2019: 25%, 181 in both
  • Q1 2020: 29%, 196 in both
  • Q2 2020: 30%, 186 in both
  • Q3 2020: 31%, 192 in both
  • Q4 2020: 29%, 178 in both
  • Q1 2021: 32%, 184 in both
  • Q2 2021: 33%, 204 in both
  • Q3 2021: 31%, 193 in both
  • Q4 2021: 33%, 207 in both
  • Q1 2022: 31%, 203 in both
  • Q2 2022: 29%, 193 in both
  • Q3 2022: 29%, 196 in both
  • Q4 2022: 32%, 214 in both
  • Q1 2023: 33%, 219 in both
  • Q2 2023: 35%, 215 in both
  • Q3 2023: 33%, 205 in both
  • Q4 2023: 31%, 193 in both
  • Q1 2024: 32%, 201 in both
  • Q2 2024: 34%, 198 in both
  • Q3 2024: 30%, 191 in both
  • Q4 2024: 30%, 178 in both
  • Q1 2025: 31%, 189 in both
  • Q2 2025: 34%, 201 in both
  • Q3 2025: 38%, 194 in both
  • Q4 2025: 37%, 192 in both
  • Q1 2026: 35%, 195 in both
  • Q2 2026: 37%, 200 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.

StockMan Group PLCWellington Management Group LLP
Nvidia Corp(NVDA)3.5%Added4.2%Trimmed
Apple Inc(AAPL)3.0%Added3.0%Trimmed
Amazon Com Inc(AMZN)1.7%Added2.3%Trimmed
Microsoft Corp(MSFT)1.6%Trimmed3.1%Trimmed
Alphabet Inc(GOOGL)1.4%Trimmed2.7%Trimmed
Broadcom Inc(AVGO)1.3%Trimmed3.4%Added
Micron Technology Inc(MU)0.9%Trimmed1.0%Added
Alphabet Inc(GOOG)0.8%Trimmed1.0%Added
Lilly Eli & Co(LLY)0.8%Trimmed2.3%Trimmed
Mastercard Incorporated(MA)0.8%Added1.1%Trimmed
Advanced Micro Devices Inc(AMD)0.7%Trimmed0.9%Added
Facebook Inc(META)0.8%Trimmed0.7%Trimmed
Visa Inc(V)0.6%Added0.6%Trimmed
Taiwan Semiconductor MFG LTD(TSM)0.8%Trimmed0.5%Trimmed
Amphenol Corp New(APH)0.7%Added0.5%Added
Tesla Inc(TSLA)0.4%Trimmed0.7%Added
Kla-tencor Corp(KLAC)0.4%Added0.8%Added
Bank Amer Corp(BAC)0.5%Added0.4%Trimmed
American Intl Group Inc(AIG)0.4%Added0.4%Added
General Electric Co(GE)0.4%Trimmed0.4%Added

and 180 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; Wellington Management Group LLP trimmed
  • Broadcom Inc(AVGO)Man Group PLC trimmed; Wellington Management Group LLP added
  • Apple Inc(AAPL)Man Group PLC added; Wellington Management Group LLP trimmed
  • Amazon Com Inc(AMZN)Man Group PLC added; Wellington Management Group LLP trimmed
  • Mastercard Incorporated(MA)Man Group PLC added; Wellington Management Group LLP trimmed
  • Alphabet Inc(GOOG)Man Group PLC trimmed; Wellington Management Group LLP added
  • Micron Technology Inc(MU)Man Group PLC trimmed; Wellington Management Group LLP added
  • Advanced Micro Devices Inc(AMD)Man Group PLC trimmed; Wellington Management Group LLP added
  • Tesla Inc(TSLA)Man Group PLC trimmed; Wellington Management Group LLP added
  • Texas Instrs Inc(TXN)Man Group PLC added; Wellington Management Group LLP trimmed
  • Cardinal Health Inc(CAH)Man Group PLC trimmed; Wellington Management Group LLP added
  • CVS Health Corp(CVS)Man Group PLC trimmed; Wellington Management Group LLP added
Man Group PLC: the recordWellington Management Group LLP: the record

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