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MFS Investment Management and T. Rowe Price Associates Inc: where the books meet

At Q2 2026, at least 46% of the two 13F books was the same, across 263 stocks both listed, against 33% 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%23%46%Q2 2013: 33%, 224 in bothQ3 2013: 32%, 224 in bothQ4 2013: 32%, 223 in bothQ1 2014: 32%, 227 in both14Q2 2014: 32%, 227 in bothQ3 2014: 32%, 237 in bothQ4 2014: 32%, 230 in bothQ1 2015: 31%, 232 in both15Q2 2015: 32%, 229 in bothQ3 2015: 32%, 234 in bothQ4 2015: 32%, 232 in bothQ1 2016: 32%, 243 in both16Q2 2016: 33%, 236 in bothQ3 2016: 33%, 230 in bothQ4 2016: 34%, 230 in bothQ1 2017: 35%, 229 in both17Q2 2017: 34%, 220 in bothQ3 2017: 34%, 225 in bothQ4 2017: 34%, 227 in bothQ1 2018: 34%, 224 in both18Q2 2018: 35%, 224 in bothQ3 2018: 35%, 224 in bothQ4 2018: 35%, 225 in bothQ1 2019: 35%, 224 in both19Q2 2019: 35%, 228 in bothQ3 2019: 37%, 229 in bothQ4 2019: 36%, 225 in bothQ1 2020: 37%, 226 in both20Q2 2020: 38%, 240 in bothQ3 2020: 39%, 242 in bothQ4 2020: 39%, 237 in bothQ1 2021: 38%, 241 in both21Q2 2021: 38%, 236 in bothQ3 2021: 38%, 233 in bothQ4 2021: 37%, 235 in bothQ1 2022: 37%, 231 in both22Q2 2022: 38%, 234 in bothQ3 2022: 38%, 238 in bothQ4 2022: 38%, 236 in bothQ1 2023: 39%, 238 in both23Q2 2023: 40%, 246 in bothQ3 2023: 42%, 249 in bothQ4 2023: 43%, 252 in bothQ1 2024: 44%, 256 in both24Q2 2024: 46%, 264 in bothQ3 2024: 44%, 262 in bothQ4 2024: 45%, 264 in bothQ1 2025: 43%, 258 in both25Q2 2025: 44%, 268 in bothQ3 2025: 44%, 248 in bothQ4 2025: 43%, 251 in bothQ1 2026: 44%, 263 in both26Q2 2026: 46%, 263 in both
  • Q2 2013: 33%, 224 in both
  • Q3 2013: 32%, 224 in both
  • Q4 2013: 32%, 223 in both
  • Q1 2014: 32%, 227 in both
  • Q2 2014: 32%, 227 in both
  • Q3 2014: 32%, 237 in both
  • Q4 2014: 32%, 230 in both
  • Q1 2015: 31%, 232 in both
  • Q2 2015: 32%, 229 in both
  • Q3 2015: 32%, 234 in both
  • Q4 2015: 32%, 232 in both
  • Q1 2016: 32%, 243 in both
  • Q2 2016: 33%, 236 in both
  • Q3 2016: 33%, 230 in both
  • Q4 2016: 34%, 230 in both
  • Q1 2017: 35%, 229 in both
  • Q2 2017: 34%, 220 in both
  • Q3 2017: 34%, 225 in both
  • Q4 2017: 34%, 227 in both
  • Q1 2018: 34%, 224 in both
  • Q2 2018: 35%, 224 in both
  • Q3 2018: 35%, 224 in both
  • Q4 2018: 35%, 225 in both
  • Q1 2019: 35%, 224 in both
  • Q2 2019: 35%, 228 in both
  • Q3 2019: 37%, 229 in both
  • Q4 2019: 36%, 225 in both
  • Q1 2020: 37%, 226 in both
  • Q2 2020: 38%, 240 in both
  • Q3 2020: 39%, 242 in both
  • Q4 2020: 39%, 237 in both
  • Q1 2021: 38%, 241 in both
  • Q2 2021: 38%, 236 in both
  • Q3 2021: 38%, 233 in both
  • Q4 2021: 37%, 235 in both
  • Q1 2022: 37%, 231 in both
  • Q2 2022: 38%, 234 in both
  • Q3 2022: 38%, 238 in both
  • Q4 2022: 38%, 236 in both
  • Q1 2023: 39%, 238 in both
  • Q2 2023: 40%, 246 in both
  • Q3 2023: 42%, 249 in both
  • Q4 2023: 43%, 252 in both
  • Q1 2024: 44%, 256 in both
  • Q2 2024: 46%, 264 in both
  • Q3 2024: 44%, 262 in both
  • Q4 2024: 45%, 264 in both
  • Q1 2025: 43%, 258 in both
  • Q2 2025: 44%, 268 in both
  • Q3 2025: 44%, 248 in both
  • Q4 2025: 43%, 251 in both
  • Q1 2026: 44%, 263 in both
  • Q2 2026: 46%, 263 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 ManagementT. Rowe Price Associates Inc
Nvidia Corp(NVDA)4.3%Trimmed7.4%Trimmed
Alphabet Inc(GOOGL)3.3%Added3.6%Added
Apple Inc(AAPL)2.8%Added4.6%Trimmed
Microsoft Corp(MSFT)2.8%Trimmed3.3%Trimmed
Amazon Com Inc(AMZN)2.8%Added2.6%Trimmed
Broadcom Inc(AVGO)1.7%Added3.1%Trimmed
JPMorgan Chase & Co(JPM)1.3%Trimmed0.9%Added
Mastercard Inc(MA)0.9%Trimmed1.0%Trimmed
Visa Inc(V)0.8%Trimmed1.2%Trimmed
Facebook Inc(META)0.7%Trimmed1.7%Trimmed
Linde PLC(LIN)1.0%Added0.6%Added
Caterpillar Inc Del(CAT)0.6%Added0.7%Added
Johnson & Johnson(JNJ)0.9%Trimmed0.6%Added
Amphenol Corp New(APH)0.6%Trimmed0.6%Added
Taiwan Semiconductor MFG LTD(TSM)1.5%Trimmed0.5%Added
Kla-tencor Corp(KLAC)1.4%Added0.5%Added
Chubb Limited(CB)0.6%Trimmed0.5%Trimmed
Exxon Mobil Corp(XOM)0.7%Trimmed0.5%Added
Micron Technology Inc(MU)0.5%Added1.6%Added
Conocophillips(COP)0.6%Trimmed0.5%Trimmed

and 243 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.

  • Apple Inc(AAPL)MFS Investment Management added; T. Rowe Price Associates Inc trimmed
  • Broadcom Inc(AVGO)MFS Investment Management added; T. Rowe Price Associates Inc trimmed
  • Amazon Com Inc(AMZN)MFS Investment Management added; T. Rowe Price Associates Inc trimmed
  • Alphabet Inc(GOOG)MFS Investment Management added; T. Rowe Price Associates Inc trimmed
  • Lilly Eli & Co(LLY)MFS Investment Management added; T. Rowe Price Associates Inc trimmed
  • Lam Research Corp(LRCX)MFS Investment Management trimmed; T. Rowe Price Associates Inc added
  • JPMorgan Chase & Co(JPM)MFS Investment Management trimmed; T. Rowe Price Associates Inc added
  • Intel Corp(INTC)MFS Investment Management trimmed; T. Rowe Price Associates Inc added
  • Netflix Inc(NFLX)MFS Investment Management added; T. Rowe Price Associates Inc trimmed
  • Johnson & Johnson(JNJ)MFS Investment Management trimmed; T. Rowe Price Associates Inc added
  • Amphenol Corp New(APH)MFS Investment Management trimmed; T. Rowe Price Associates Inc added
  • Taiwan Semiconductor MFG LTD(TSM)MFS Investment Management trimmed; T. Rowe Price Associates Inc added
MFS Investment Management: the recordT. Rowe Price Associates Inc: the record

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