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MFS Investment Management and Janus Henderson Group Ltd: where the books meet

At Q2 2026, at least 42% of the two 13F books was the same, across 198 stocks both listed, against 31% 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%21%42%Q2 2013: 31%, 255 in bothQ3 2013: 30%, 252 in bothQ4 2013: 31%, 253 in bothQ1 2014: 32%, 259 in both14Q2 2014: 32%, 265 in bothQ3 2014: 32%, 263 in bothQ4 2014: 29%, 252 in bothQ1 2015: 30%, 257 in both15Q2 2015: 29%, 255 in bothQ3 2015: 30%, 252 in bothQ4 2015: 31%, 258 in bothQ1 2016: 33%, 257 in both16Q2 2016: 32%, 256 in bothQ3 2016: 32%, 257 in bothQ4 2016: 32%, 253 in bothQ1 2017: 33%, 257 in both17Q2 2017: 32%, 240 in bothQ3 2017: 34%, 249 in bothQ4 2017: 34%, 243 in bothQ1 2018: 34%, 246 in both18Q2 2018: 34%, 242 in bothQ3 2018: 33%, 235 in bothQ4 2018: 32%, 244 in bothQ1 2019: 33%, 248 in both19Q2 2019: 34%, 248 in bothQ3 2019: 34%, 245 in bothQ4 2019: 33%, 238 in bothQ1 2020: 35%, 239 in both20Q2 2020: 36%, 231 in bothQ3 2020: 37%, 228 in bothQ4 2020: 36%, 219 in bothQ1 2021: 36%, 218 in both21Q2 2021: 37%, 214 in bothQ3 2021: 37%, 211 in bothQ4 2021: 36%, 212 in bothQ1 2022: 35%, 226 in both22Q2 2022: 35%, 226 in bothQ3 2022: 36%, 222 in bothQ4 2022: 35%, 215 in bothQ1 2023: 36%, 213 in both23Q2 2023: 37%, 211 in bothQ3 2023: 37%, 202 in bothQ4 2023: 38%, 196 in bothQ1 2024: 39%, 199 in both24Q2 2024: 40%, 197 in bothQ3 2024: 39%, 205 in bothQ4 2024: 39%, 208 in bothQ1 2025: 38%, 204 in both25Q2 2025: 40%, 211 in bothQ3 2025: 41%, 206 in bothQ4 2025: 40%, 207 in bothQ1 2026: 40%, 203 in both26Q2 2026: 42%, 198 in both
  • Q2 2013: 31%, 255 in both
  • Q3 2013: 30%, 252 in both
  • Q4 2013: 31%, 253 in both
  • Q1 2014: 32%, 259 in both
  • Q2 2014: 32%, 265 in both
  • Q3 2014: 32%, 263 in both
  • Q4 2014: 29%, 252 in both
  • Q1 2015: 30%, 257 in both
  • Q2 2015: 29%, 255 in both
  • Q3 2015: 30%, 252 in both
  • Q4 2015: 31%, 258 in both
  • Q1 2016: 33%, 257 in both
  • Q2 2016: 32%, 256 in both
  • Q3 2016: 32%, 257 in both
  • Q4 2016: 32%, 253 in both
  • Q1 2017: 33%, 257 in both
  • Q2 2017: 32%, 240 in both
  • Q3 2017: 34%, 249 in both
  • Q4 2017: 34%, 243 in both
  • Q1 2018: 34%, 246 in both
  • Q2 2018: 34%, 242 in both
  • Q3 2018: 33%, 235 in both
  • Q4 2018: 32%, 244 in both
  • Q1 2019: 33%, 248 in both
  • Q2 2019: 34%, 248 in both
  • Q3 2019: 34%, 245 in both
  • Q4 2019: 33%, 238 in both
  • Q1 2020: 35%, 239 in both
  • Q2 2020: 36%, 231 in both
  • Q3 2020: 37%, 228 in both
  • Q4 2020: 36%, 219 in both
  • Q1 2021: 36%, 218 in both
  • Q2 2021: 37%, 214 in both
  • Q3 2021: 37%, 211 in both
  • Q4 2021: 36%, 212 in both
  • Q1 2022: 35%, 226 in both
  • Q2 2022: 35%, 226 in both
  • Q3 2022: 36%, 222 in both
  • Q4 2022: 35%, 215 in both
  • Q1 2023: 36%, 213 in both
  • Q2 2023: 37%, 211 in both
  • Q3 2023: 37%, 202 in both
  • Q4 2023: 38%, 196 in both
  • Q1 2024: 39%, 199 in both
  • Q2 2024: 40%, 197 in both
  • Q3 2024: 39%, 205 in both
  • Q4 2024: 39%, 208 in both
  • Q1 2025: 38%, 204 in both
  • Q2 2025: 40%, 211 in both
  • Q3 2025: 41%, 206 in both
  • Q4 2025: 40%, 207 in both
  • Q1 2026: 40%, 203 in both
  • Q2 2026: 42%, 198 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 ManagementJanus Henderson Group Ltd
Nvidia Corp(NVDA)4.3%Trimmed6.6%Trimmed
Microsoft Corp(MSFT)2.8%Trimmed2.8%Trimmed
Amazon Com Inc(AMZN)2.8%Added2.4%Trimmed
Apple Inc(AAPL)2.8%Added2.2%Trimmed
Broadcom Inc(AVGO)1.7%Added3.0%Added
Taiwan Semiconductor MFG LTD(TSM)1.5%Trimmed1.6%Added
Kla-tencor Corp(KLAC)1.4%Added1.4%Added
Mastercard Inc(MA)0.9%Trimmed0.8%Trimmed
Johnson & Johnson(JNJ)0.9%Trimmed0.8%Trimmed
Eaton Corp PLC(ETN)0.7%Added0.8%Trimmed
Facebook Inc(META)0.7%Trimmed1.2%Trimmed
Seagate Technology Hldngs PL(STX)0.8%Added0.6%Added
Amphenol Corp New(APH)0.6%Trimmed0.7%Trimmed
Ge Vernova Inc(GEV)0.6%Trimmed1.0%Added
Visa Inc(V)0.8%Trimmed0.6%Trimmed
JPMorgan Chase & Co(JPM)1.3%Trimmed0.5%Trimmed
Micron Technology Inc(MU)0.5%Added1.4%Trimmed
Arista Networks Inc(ANET)0.5%Added0.4%Added
Alphabet Inc(GOOGL)3.3%Added0.4%Trimmed
Howmet Aerospace Inc(HWM)0.4%Trimmed0.8%Trimmed

and 178 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(GOOGL)MFS Investment Management added; Janus Henderson Group Ltd trimmed
  • Apple Inc(AAPL)MFS Investment Management added; Janus Henderson Group Ltd trimmed
  • Amazon Com Inc(AMZN)MFS Investment Management added; Janus Henderson Group Ltd trimmed
  • Taiwan Semiconductor MFG LTD(TSM)MFS Investment Management trimmed; Janus Henderson Group Ltd added
  • Lilly Eli & Co(LLY)MFS Investment Management added; Janus Henderson Group Ltd trimmed
  • Lam Research Corp(LRCX)MFS Investment Management trimmed; Janus Henderson Group Ltd added
  • Micron Technology Inc(MU)MFS Investment Management added; Janus Henderson Group Ltd trimmed
  • UBS Group AG(UBS)MFS Investment Management trimmed; Janus Henderson Group Ltd added
  • Medtronic PLC(MDT)MFS Investment Management trimmed; Janus Henderson Group Ltd added
  • Waters Corp(WAT)MFS Investment Management trimmed; Janus Henderson Group Ltd added
  • Becton Dickinson & Co(BDX)MFS Investment Management trimmed; Janus Henderson Group Ltd added
  • Ge Vernova Inc(GEV)MFS Investment Management trimmed; Janus Henderson Group Ltd added
MFS Investment Management: the recordJanus Henderson Group Ltd: the record

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