L3VLUP
ProSign in
← MFS Investment Management, its record

MFS Investment Management and AllianceBernstein LP: where the books meet

At Q2 2026, at least 39% of the two 13F books was the same, across 221 stocks both listed, against 35% 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%20%40%Q2 2013: 35%, 234 in bothQ3 2013: 35%, 226 in bothQ4 2013: 37%, 221 in bothQ1 2014: 38%, 229 in both14Q2 2014: 37%, 244 in bothQ3 2014: 37%, 245 in bothQ4 2014: 37%, 245 in bothQ1 2015: 37%, 247 in both15Q2 2015: 36%, 241 in bothQ3 2015: 36%, 245 in bothQ4 2015: 36%, 249 in bothQ1 2016: 37%, 254 in both16Q2 2016: 38%, 253 in bothQ3 2016: 38%, 245 in bothQ4 2016: 38%, 243 in bothQ1 2017: 39%, 240 in both17Q2 2017: 37%, 231 in bothQ3 2017: 37%, 240 in bothQ4 2017: 37%, 241 in bothQ1 2018: 37%, 245 in both18Q2 2018: 36%, 239 in bothQ3 2018: 36%, 233 in bothQ4 2018: 35%, 229 in bothQ1 2019: 36%, 236 in both19Q2 2019: 36%, 236 in bothQ3 2019: 36%, 224 in bothQ4 2019: 36%, 225 in bothQ1 2020: 36%, 225 in both20Q2 2020: 37%, 228 in bothQ3 2020: 37%, 223 in bothQ4 2020: 36%, 218 in bothQ1 2021: 35%, 214 in both21Q2 2021: 36%, 210 in bothQ3 2021: 36%, 215 in bothQ4 2021: 35%, 218 in bothQ1 2022: 35%, 222 in both22Q2 2022: 35%, 225 in bothQ3 2022: 35%, 227 in bothQ4 2022: 35%, 226 in bothQ1 2023: 36%, 224 in both23Q2 2023: 37%, 223 in bothQ3 2023: 38%, 229 in bothQ4 2023: 38%, 231 in bothQ1 2024: 39%, 237 in both24Q2 2024: 39%, 231 in bothQ3 2024: 38%, 236 in bothQ4 2024: 38%, 233 in bothQ1 2025: 37%, 231 in both25Q2 2025: 39%, 236 in bothQ3 2025: 40%, 238 in bothQ4 2025: 38%, 234 in bothQ1 2026: 37%, 228 in both26Q2 2026: 39%, 221 in both
  • Q2 2013: 35%, 234 in both
  • Q3 2013: 35%, 226 in both
  • Q4 2013: 37%, 221 in both
  • Q1 2014: 38%, 229 in both
  • Q2 2014: 37%, 244 in both
  • Q3 2014: 37%, 245 in both
  • Q4 2014: 37%, 245 in both
  • Q1 2015: 37%, 247 in both
  • Q2 2015: 36%, 241 in both
  • Q3 2015: 36%, 245 in both
  • Q4 2015: 36%, 249 in both
  • Q1 2016: 37%, 254 in both
  • Q2 2016: 38%, 253 in both
  • Q3 2016: 38%, 245 in both
  • Q4 2016: 38%, 243 in both
  • Q1 2017: 39%, 240 in both
  • Q2 2017: 37%, 231 in both
  • Q3 2017: 37%, 240 in both
  • Q4 2017: 37%, 241 in both
  • Q1 2018: 37%, 245 in both
  • Q2 2018: 36%, 239 in both
  • Q3 2018: 36%, 233 in both
  • Q4 2018: 35%, 229 in both
  • Q1 2019: 36%, 236 in both
  • Q2 2019: 36%, 236 in both
  • Q3 2019: 36%, 224 in both
  • Q4 2019: 36%, 225 in both
  • Q1 2020: 36%, 225 in both
  • Q2 2020: 37%, 228 in both
  • Q3 2020: 37%, 223 in both
  • Q4 2020: 36%, 218 in both
  • Q1 2021: 35%, 214 in both
  • Q2 2021: 36%, 210 in both
  • Q3 2021: 36%, 215 in both
  • Q4 2021: 35%, 218 in both
  • Q1 2022: 35%, 222 in both
  • Q2 2022: 35%, 225 in both
  • Q3 2022: 35%, 227 in both
  • Q4 2022: 35%, 226 in both
  • Q1 2023: 36%, 224 in both
  • Q2 2023: 37%, 223 in both
  • Q3 2023: 38%, 229 in both
  • Q4 2023: 38%, 231 in both
  • Q1 2024: 39%, 237 in both
  • Q2 2024: 39%, 231 in both
  • Q3 2024: 38%, 236 in both
  • Q4 2024: 38%, 233 in both
  • Q1 2025: 37%, 231 in both
  • Q2 2025: 39%, 236 in both
  • Q3 2025: 40%, 238 in both
  • Q4 2025: 38%, 234 in both
  • Q1 2026: 37%, 228 in both
  • Q2 2026: 39%, 221 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.

StockMFS Investment ManagementAllianceBernstein LP
Nvidia Corp(NVDA)4.3%Trimmed5.6%Trimmed
Apple Inc(AAPL)2.8%Added3.6%Added
Microsoft Corp(MSFT)2.8%Trimmed3.2%Trimmed
Amazon Com Inc(AMZN)2.8%Added2.6%Trimmed
Broadcom Inc(AVGO)1.7%Added2.4%Trimmed
Kla-tencor Corp(KLAC)1.4%Added3.6%Added
Alphabet Inc(GOOGL)3.3%Added1.1%Added
Visa Inc(V)0.8%Trimmed1.8%Trimmed
Taiwan Semiconductor MFG LTD(TSM)1.5%Trimmed0.8%Trimmed
Facebook Inc(META)0.7%Trimmed2.3%Trimmed
Exxon Mobil Corp(XOM)0.7%Trimmed0.6%Added
Raytheon Technologies Corp(RTX)0.7%Trimmed0.6%Added
Johnson & Johnson(JNJ)0.9%Trimmed0.6%Trimmed
Eaton Corp PLC(ETN)0.7%Added0.5%Added
JPMorgan Chase & Co(JPM)1.3%Trimmed0.5%Added
Progressive Corp Ohio(PGR)0.5%Trimmed0.6%Trimmed
Mckesson Corp(MCK)0.6%Trimmed0.5%Trimmed
Texas Instrs Inc(TXN)0.4%Trimmed0.6%Added
Micron Technology Inc(MU)0.5%Added0.4%Added
Advanced Micro Devices Inc(AMD)0.4%Added0.4%Added

and 201 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.

  • Alphabet Inc(GOOG)MFS Investment Management added; AllianceBernstein LP trimmed
  • Amazon Com Inc(AMZN)MFS Investment Management added; AllianceBernstein LP trimmed
  • Broadcom Inc(AVGO)MFS Investment Management added; AllianceBernstein LP trimmed
  • JPMorgan Chase & Co(JPM)MFS Investment Management trimmed; AllianceBernstein LP added
  • Lilly Eli & Co(LLY)MFS Investment Management added; AllianceBernstein LP trimmed
  • Netflix Inc(NFLX)MFS Investment Management added; AllianceBernstein LP trimmed
  • Waters Corp(WAT)MFS Investment Management trimmed; AllianceBernstein LP added
  • Raytheon Technologies Corp(RTX)MFS Investment Management trimmed; AllianceBernstein LP added
  • Exxon Mobil Corp(XOM)MFS Investment Management trimmed; AllianceBernstein LP added
  • Home Depot Inc(HD)MFS Investment Management trimmed; AllianceBernstein LP added
  • Analog Devices Inc(ADI)MFS Investment Management trimmed; AllianceBernstein LP added
  • Amphenol Corp New(APH)MFS Investment Management trimmed; AllianceBernstein LP added
MFS Investment Management: the recordAllianceBernstein LP: the record

Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More