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MFS Investment Management and Capital Research Global Investors: where the books meet

At Q2 2026, at least 42% of the two 13F books was the same, across 203 stocks both listed, against 25% 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%22%43%Q2 2013: 25%, 153 in bothQ3 2013: 26%, 154 in bothQ4 2013: 26%, 151 in bothQ1 2014: 26%, 151 in both14Q2 2014: 26%, 159 in bothQ3 2014: 26%, 170 in bothQ4 2014: 25%, 175 in bothQ1 2015: 24%, 169 in both15Q2 2015: 25%, 165 in bothQ3 2015: 26%, 167 in bothQ4 2015: 26%, 165 in bothQ1 2016: 26%, 170 in both16Q2 2016: 26%, 163 in bothQ3 2016: 25%, 173 in bothQ4 2016: 30%, 173 in bothQ1 2017: 31%, 173 in both17Q2 2017: 31%, 179 in bothQ3 2017: 31%, 179 in bothQ4 2017: 31%, 174 in bothQ1 2018: 30%, 174 in both18Q2 2018: 30%, 176 in bothQ3 2018: 29%, 178 in bothQ4 2018: 29%, 172 in bothQ1 2019: 28%, 174 in both19Q2 2019: 28%, 170 in bothQ3 2019: 29%, 169 in bothQ4 2019: 29%, 162 in bothQ1 2020: 29%, 161 in both20Q2 2020: 30%, 175 in bothQ3 2020: 33%, 172 in bothQ4 2020: 34%, 175 in bothQ1 2021: 34%, 177 in both21Q2 2021: 33%, 179 in bothQ3 2021: 34%, 177 in bothQ4 2021: 33%, 175 in bothQ1 2022: 33%, 181 in both22Q2 2022: 32%, 176 in bothQ3 2022: 31%, 173 in bothQ4 2022: 30%, 172 in bothQ1 2023: 30%, 178 in both23Q2 2023: 33%, 174 in bothQ3 2023: 34%, 181 in bothQ4 2023: 34%, 181 in bothQ1 2024: 35%, 190 in both24Q2 2024: 37%, 186 in bothQ3 2024: 37%, 194 in bothQ4 2024: 39%, 200 in bothQ1 2025: 38%, 209 in both25Q2 2025: 40%, 199 in bothQ3 2025: 42%, 203 in bothQ4 2025: 41%, 203 in bothQ1 2026: 43%, 214 in both26Q2 2026: 42%, 203 in both
  • Q2 2013: 25%, 153 in both
  • Q3 2013: 26%, 154 in both
  • Q4 2013: 26%, 151 in both
  • Q1 2014: 26%, 151 in both
  • Q2 2014: 26%, 159 in both
  • Q3 2014: 26%, 170 in both
  • Q4 2014: 25%, 175 in both
  • Q1 2015: 24%, 169 in both
  • Q2 2015: 25%, 165 in both
  • Q3 2015: 26%, 167 in both
  • Q4 2015: 26%, 165 in both
  • Q1 2016: 26%, 170 in both
  • Q2 2016: 26%, 163 in both
  • Q3 2016: 25%, 173 in both
  • Q4 2016: 30%, 173 in both
  • Q1 2017: 31%, 173 in both
  • Q2 2017: 31%, 179 in both
  • Q3 2017: 31%, 179 in both
  • Q4 2017: 31%, 174 in both
  • Q1 2018: 30%, 174 in both
  • Q2 2018: 30%, 176 in both
  • Q3 2018: 29%, 178 in both
  • Q4 2018: 29%, 172 in both
  • Q1 2019: 28%, 174 in both
  • Q2 2019: 28%, 170 in both
  • Q3 2019: 29%, 169 in both
  • Q4 2019: 29%, 162 in both
  • Q1 2020: 29%, 161 in both
  • Q2 2020: 30%, 175 in both
  • Q3 2020: 33%, 172 in both
  • Q4 2020: 34%, 175 in both
  • Q1 2021: 34%, 177 in both
  • Q2 2021: 33%, 179 in both
  • Q3 2021: 34%, 177 in both
  • Q4 2021: 33%, 175 in both
  • Q1 2022: 33%, 181 in both
  • Q2 2022: 32%, 176 in both
  • Q3 2022: 31%, 173 in both
  • Q4 2022: 30%, 172 in both
  • Q1 2023: 30%, 178 in both
  • Q2 2023: 33%, 174 in both
  • Q3 2023: 34%, 181 in both
  • Q4 2023: 34%, 181 in both
  • Q1 2024: 35%, 190 in both
  • Q2 2024: 37%, 186 in both
  • Q3 2024: 37%, 194 in both
  • Q4 2024: 39%, 200 in both
  • Q1 2025: 38%, 209 in both
  • Q2 2025: 40%, 199 in both
  • Q3 2025: 42%, 203 in both
  • Q4 2025: 41%, 203 in both
  • Q1 2026: 43%, 214 in both
  • Q2 2026: 42%, 203 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 ManagementCapital Research Global Investors
Nvidia Corp(NVDA)4.3%Trimmed5.7%Added
Alphabet Inc(GOOGL)3.3%Added3.1%Added
Amazon Com Inc(AMZN)2.8%Added4.0%Added
Microsoft Corp(MSFT)2.8%Trimmed4.9%Trimmed
Apple Inc(AAPL)2.8%Added2.4%Trimmed
Broadcom Inc(AVGO)1.7%Added6.0%Trimmed
JPMorgan Chase & Co(JPM)1.3%Trimmed1.3%Added
Linde PLC(LIN)1.0%Added1.3%Added
Mastercard Inc(MA)0.9%Trimmed0.8%Trimmed
Raytheon Technologies Corp(RTX)0.7%Trimmed1.4%Added
Taiwan Semiconductor MFG LTD(TSM)1.5%Trimmed0.7%Added
Facebook Inc(META)0.7%Trimmed3.1%Added
Exxon Mobil Corp(XOM)0.7%Trimmed0.6%Trimmed
Amphenol Corp New(APH)0.6%Trimmed0.7%Added
Seagate Technology Hldngs PL(STX)0.8%Added0.6%Trimmed
Union Pac Corp(UNP)0.6%Trimmed0.6%Added
Progressive Corp Ohio(PGR)0.5%Trimmed0.8%Added
Morgan Stanley(MS)0.6%Trimmed0.5%Trimmed
Micron Technology Inc(MU)0.5%Added0.6%Trimmed
Philip Morris Intl Inc(PM)0.5%Trimmed2.1%Added

and 183 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.

  • Broadcom Inc(AVGO)MFS Investment Management added; Capital Research Global Investors trimmed
  • Nvidia Corp(NVDA)MFS Investment Management trimmed; Capital Research Global Investors added
  • Lilly Eli & Co(LLY)MFS Investment Management added; Capital Research Global Investors trimmed
  • Facebook Inc(META)MFS Investment Management trimmed; Capital Research Global Investors added
  • Apple Inc(AAPL)MFS Investment Management added; Capital Research Global Investors trimmed
  • Applied Matls Inc(AMAT)MFS Investment Management added; Capital Research Global Investors trimmed
  • Philip Morris Intl Inc(PM)MFS Investment Management trimmed; Capital Research Global Investors added
  • Starbucks Corp(SBUX)MFS Investment Management trimmed; Capital Research Global Investors added
  • Royal Caribbean Cruises LTD(RCL)MFS Investment Management trimmed; Capital Research Global Investors added
  • Raytheon Technologies Corp(RTX)MFS Investment Management trimmed; Capital Research Global Investors added
  • Vertex Pharmaceuticals Inc(VRTX)MFS Investment Management added; Capital Research Global Investors trimmed
  • JPMorgan Chase & Co(JPM)MFS Investment Management trimmed; Capital Research Global Investors added
MFS Investment Management: the recordCapital Research Global Investors: the record

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