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MFS Investment Management and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 47% of the two 13F books was the same, across 247 stocks both listed, against 36% 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%24%48%Q2 2013: 36%, 217 in bothQ3 2013: 35%, 215 in bothQ4 2013: 35%, 208 in bothQ1 2014: 35%, 216 in both14Q2 2014: 35%, 214 in bothQ3 2014: 34%, 218 in bothQ4 2014: 34%, 217 in bothQ1 2015: 35%, 219 in both15Q2 2015: 36%, 224 in bothQ3 2015: 37%, 228 in bothQ4 2015: 38%, 226 in bothQ1 2016: 40%, 236 in both16Q2 2016: 39%, 233 in bothQ3 2016: 39%, 227 in bothQ4 2016: 39%, 228 in bothQ1 2017: 39%, 228 in both17Q2 2017: 39%, 229 in bothQ3 2017: 39%, 230 in bothQ4 2017: 40%, 236 in bothQ1 2018: 39%, 229 in both18Q2 2018: 39%, 226 in bothQ3 2018: 39%, 229 in bothQ4 2018: 39%, 232 in bothQ1 2019: 39%, 231 in both19Q2 2019: 39%, 226 in bothQ3 2019: 40%, 228 in bothQ4 2019: 40%, 220 in bothQ1 2020: 43%, 228 in both20Q2 2020: 43%, 232 in bothQ3 2020: 44%, 234 in bothQ4 2020: 43%, 224 in bothQ1 2021: 43%, 226 in both21Q2 2021: 44%, 218 in bothQ3 2021: 45%, 224 in bothQ4 2021: 45%, 235 in bothQ1 2022: 46%, 234 in both22Q2 2022: 46%, 236 in bothQ3 2022: 46%, 243 in bothQ4 2022: 46%, 232 in bothQ1 2023: 45%, 235 in both23Q2 2023: 46%, 230 in bothQ3 2023: 45%, 235 in bothQ4 2023: 46%, 238 in bothQ1 2024: 47%, 246 in both24Q2 2024: 47%, 244 in bothQ3 2024: 46%, 239 in bothQ4 2024: 47%, 236 in bothQ1 2025: 45%, 246 in both25Q2 2025: 47%, 250 in bothQ3 2025: 48%, 239 in bothQ4 2025: 48%, 248 in bothQ1 2026: 46%, 249 in both26Q2 2026: 47%, 247 in both
  • Q2 2013: 36%, 217 in both
  • Q3 2013: 35%, 215 in both
  • Q4 2013: 35%, 208 in both
  • Q1 2014: 35%, 216 in both
  • Q2 2014: 35%, 214 in both
  • Q3 2014: 34%, 218 in both
  • Q4 2014: 34%, 217 in both
  • Q1 2015: 35%, 219 in both
  • Q2 2015: 36%, 224 in both
  • Q3 2015: 37%, 228 in both
  • Q4 2015: 38%, 226 in both
  • Q1 2016: 40%, 236 in both
  • Q2 2016: 39%, 233 in both
  • Q3 2016: 39%, 227 in both
  • Q4 2016: 39%, 228 in both
  • Q1 2017: 39%, 228 in both
  • Q2 2017: 39%, 229 in both
  • Q3 2017: 39%, 230 in both
  • Q4 2017: 40%, 236 in both
  • Q1 2018: 39%, 229 in both
  • Q2 2018: 39%, 226 in both
  • Q3 2018: 39%, 229 in both
  • Q4 2018: 39%, 232 in both
  • Q1 2019: 39%, 231 in both
  • Q2 2019: 39%, 226 in both
  • Q3 2019: 40%, 228 in both
  • Q4 2019: 40%, 220 in both
  • Q1 2020: 43%, 228 in both
  • Q2 2020: 43%, 232 in both
  • Q3 2020: 44%, 234 in both
  • Q4 2020: 43%, 224 in both
  • Q1 2021: 43%, 226 in both
  • Q2 2021: 44%, 218 in both
  • Q3 2021: 45%, 224 in both
  • Q4 2021: 45%, 235 in both
  • Q1 2022: 46%, 234 in both
  • Q2 2022: 46%, 236 in both
  • Q3 2022: 46%, 243 in both
  • Q4 2022: 46%, 232 in both
  • Q1 2023: 45%, 235 in both
  • Q2 2023: 46%, 230 in both
  • Q3 2023: 45%, 235 in both
  • Q4 2023: 46%, 238 in both
  • Q1 2024: 47%, 246 in both
  • Q2 2024: 47%, 244 in both
  • Q3 2024: 46%, 239 in both
  • Q4 2024: 47%, 236 in both
  • Q1 2025: 45%, 246 in both
  • Q2 2025: 47%, 250 in both
  • Q3 2025: 48%, 239 in both
  • Q4 2025: 48%, 248 in both
  • Q1 2026: 46%, 249 in both
  • Q2 2026: 47%, 247 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 ManagementWellington Management Group LLP
Nvidia Corp(NVDA)4.3%Trimmed4.2%Trimmed
Apple Inc(AAPL)2.8%Added3.0%Trimmed
Microsoft Corp(MSFT)2.8%Trimmed3.1%Trimmed
Alphabet Inc(GOOGL)3.3%Added2.7%Trimmed
Amazon Com Inc(AMZN)2.8%Added2.3%Trimmed
Broadcom Inc(AVGO)1.7%Added3.4%Added
Mastercard Inc(MA)0.9%Trimmed1.1%Trimmed
Johnson & Johnson(JNJ)0.9%Trimmed1.0%Added
Kla-tencor Corp(KLAC)1.4%Added0.8%Added
Facebook Inc(META)0.7%Trimmed0.7%Trimmed
Visa Inc(V)0.8%Trimmed0.6%Trimmed
Taiwan Semiconductor MFG LTD(TSM)1.5%Trimmed0.5%Trimmed
UBS Group AG(UBS)1.0%Trimmed0.5%Added
Amphenol Corp New(APH)0.6%Trimmed0.5%Added
Eaton Corp PLC(ETN)0.7%Added0.5%Added
Micron Technology Inc(MU)0.5%Added1.0%Added
Philip Morris Intl Inc(PM)0.5%Trimmed0.5%Added
Texas Instrs Inc(TXN)0.4%Trimmed0.7%Trimmed
Dominion Res Inc Va New(D)0.4%Trimmed0.5%Trimmed
Linde PLC(LIN)1.0%Added0.4%Trimmed

and 227 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; Wellington Management Group LLP trimmed
  • Alphabet Inc(GOOGL)MFS Investment Management added; Wellington Management Group LLP trimmed
  • Lilly Eli & Co(LLY)MFS Investment Management added; Wellington Management Group LLP trimmed
  • Amazon Com Inc(AMZN)MFS Investment Management added; Wellington Management Group LLP trimmed
  • Johnson & Johnson(JNJ)MFS Investment Management trimmed; Wellington Management Group LLP added
  • Blackrock Inc(BLK)MFS Investment Management trimmed; Wellington Management Group LLP added
  • JPMorgan Chase & Co(JPM)MFS Investment Management trimmed; Wellington Management Group LLP added
  • Targa Res Corp(TRGP)MFS Investment Management added; Wellington Management Group LLP trimmed
  • Anthem Inc(ELV)MFS Investment Management trimmed; Wellington Management Group LLP added
  • Corning Inc(GLW)MFS Investment Management trimmed; Wellington Management Group LLP added
  • Linde PLC(LIN)MFS Investment Management added; Wellington Management Group LLP trimmed
  • UBS Group AG(UBS)MFS Investment Management trimmed; Wellington Management Group LLP added
MFS Investment Management: the recordWellington Management Group LLP: the record

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