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Quantbot Technologies LP and MFS Investment Management: where the books meet

At Q2 2026, at least 19% of the two 13F books was the same, across 178 stocks both listed, against 28% 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%14%28%Q2 2013: 28%, 159 in bothQ3 2013: 23%, 158 in bothQ4 2013: 14%, 136 in bothQ1 2014: 16%, 148 in both14Q2 2014: 19%, 162 in bothQ3 2014: 20%, 156 in bothQ4 2014: 18%, 145 in bothQ1 2015: 24%, 176 in both15Q2 2015: 21%, 154 in bothQ3 2015: 21%, 158 in bothQ4 2015: 26%, 165 in bothQ1 2016: 21%, 171 in both16Q2 2016: 23%, 195 in bothQ3 2016: 25%, 180 in bothQ4 2016: 24%, 181 in bothQ1 2017: 21%, 177 in both17Q2 2017: 21%, 170 in bothQ3 2017: 23%, 169 in bothQ4 2017: 26%, 184 in bothQ1 2018: 22%, 181 in both18Q2 2018: 20%, 181 in bothQ3 2018: 19%, 174 in bothQ4 2018: 22%, 162 in bothQ1 2019: 20%, 163 in both19Q2 2019: 23%, 179 in bothQ3 2019: 22%, 192 in bothQ4 2019: 22%, 166 in bothQ1 2020: 28%, 180 in both20Q2 2020: 26%, 177 in bothQ3 2020: 26%, 175 in bothQ4 2020: 23%, 164 in bothQ1 2021: 23%, 168 in both21Q2 2021: 21%, 164 in bothQ3 2021: 22%, 160 in bothQ4 2021: 19%, 167 in bothQ1 2022: 18%, 157 in both22Q2 2022: 17%, 160 in bothQ3 2022: 22%, 174 in bothQ4 2022: 17%, 160 in bothQ1 2023: 18%, 136 in both23Q2 2023: 17%, 151 in bothQ3 2023: 16%, 138 in bothQ4 2023: 17%, 153 in bothQ1 2024: 18%, 160 in both24Q2 2024: 20%, 160 in bothQ3 2024: 20%, 164 in bothQ4 2024: 17%, 152 in bothQ1 2025: 17%, 149 in both25Q2 2025: 17%, 156 in bothQ3 2025: 17%, 149 in bothQ4 2025: 16%, 154 in bothQ1 2026: 18%, 156 in both26Q2 2026: 19%, 178 in both
  • Q2 2013: 28%, 159 in both
  • Q3 2013: 23%, 158 in both
  • Q4 2013: 14%, 136 in both
  • Q1 2014: 16%, 148 in both
  • Q2 2014: 19%, 162 in both
  • Q3 2014: 20%, 156 in both
  • Q4 2014: 18%, 145 in both
  • Q1 2015: 24%, 176 in both
  • Q2 2015: 21%, 154 in both
  • Q3 2015: 21%, 158 in both
  • Q4 2015: 26%, 165 in both
  • Q1 2016: 21%, 171 in both
  • Q2 2016: 23%, 195 in both
  • Q3 2016: 25%, 180 in both
  • Q4 2016: 24%, 181 in both
  • Q1 2017: 21%, 177 in both
  • Q2 2017: 21%, 170 in both
  • Q3 2017: 23%, 169 in both
  • Q4 2017: 26%, 184 in both
  • Q1 2018: 22%, 181 in both
  • Q2 2018: 20%, 181 in both
  • Q3 2018: 19%, 174 in both
  • Q4 2018: 22%, 162 in both
  • Q1 2019: 20%, 163 in both
  • Q2 2019: 23%, 179 in both
  • Q3 2019: 22%, 192 in both
  • Q4 2019: 22%, 166 in both
  • Q1 2020: 28%, 180 in both
  • Q2 2020: 26%, 177 in both
  • Q3 2020: 26%, 175 in both
  • Q4 2020: 23%, 164 in both
  • Q1 2021: 23%, 168 in both
  • Q2 2021: 21%, 164 in both
  • Q3 2021: 22%, 160 in both
  • Q4 2021: 19%, 167 in both
  • Q1 2022: 18%, 157 in both
  • Q2 2022: 17%, 160 in both
  • Q3 2022: 22%, 174 in both
  • Q4 2022: 17%, 160 in both
  • Q1 2023: 18%, 136 in both
  • Q2 2023: 17%, 151 in both
  • Q3 2023: 16%, 138 in both
  • Q4 2023: 17%, 153 in both
  • Q1 2024: 18%, 160 in both
  • Q2 2024: 20%, 160 in both
  • Q3 2024: 20%, 164 in both
  • Q4 2024: 17%, 152 in both
  • Q1 2025: 17%, 149 in both
  • Q2 2025: 17%, 156 in both
  • Q3 2025: 17%, 149 in both
  • Q4 2025: 16%, 154 in both
  • Q1 2026: 18%, 156 in both
  • Q2 2026: 19%, 178 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.

StockQuantbot Technologies LPMFS Investment Management
Microsoft Corp(MSFT)0.8%Trimmed2.8%Trimmed
Mckesson Corp(MCK)0.6%Added0.6%Trimmed
Amazon.com Inc(AMZN)0.6%Added2.8%Added
General Dynamics Corp(GD)0.4%Trimmed0.5%Trimmed
Boston Scientific Corp(BSX)0.4%Added0.5%Added
Hilton Worldwide Holdings In(HLT)0.7%Added0.4%Trimmed
Wells Fargo Co(WFC)0.7%Added0.3%Trimmed
Marsh Mclennan Cos(MRSH)0.4%New0.3%Trimmed
Applied Materials Inc(AMAT)0.3%Added0.4%Added
Chevron Corp(CVX)0.6%Added0.3%Trimmed
UBS Group AG(UBS)0.3%New1.0%Trimmed
Blackrock Inc(BLK)0.5%Added0.3%Trimmed
Kimberly-clark Corp(KMB)0.3%New0.3%Added
Facebook Inc-a(META)0.3%New0.7%Trimmed
Raytheon Technologies Corp(RTX)0.2%Trimmed0.7%Trimmed
Xcel Energy Inc(XEL)0.2%Added0.4%Trimmed
Conocophillips(COP)0.2%New0.6%Trimmed
Illinois Tool Works(ITW)0.2%New0.2%Trimmed
Seagate Technology Holdings(STX)0.2%New0.8%Added
Micron Technology Inc(MU)0.2%Trimmed0.5%Added

and 158 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)Quantbot Technologies LP trimmed; MFS Investment Management added
  • Taiwan Semiconductor-sp ADR(TSM)Quantbot Technologies LP started; MFS Investment Management trimmed
  • UBS Group AG(UBS)Quantbot Technologies LP started; MFS Investment Management trimmed
  • Cigna Corp(CI)Quantbot Technologies LP added; MFS Investment Management trimmed
  • Mastercard Inc-class A(MA)Quantbot Technologies LP started; MFS Investment Management trimmed
  • Medtronic PLC(MDT)Quantbot Technologies LP started; MFS Investment Management trimmed
  • Facebook Inc-a(META)Quantbot Technologies LP started; MFS Investment Management trimmed
  • Amphenol Corp-cl A(APH)Quantbot Technologies LP started; MFS Investment Management trimmed
  • Morgan Stanley(MS)Quantbot Technologies LP started; MFS Investment Management trimmed
  • Conocophillips(COP)Quantbot Technologies LP started; MFS Investment Management trimmed
  • Mckesson Corp(MCK)Quantbot Technologies LP added; MFS Investment Management trimmed
  • NXP Semiconductors NV(NXPI)Quantbot Technologies LP started; MFS Investment Management trimmed
Quantbot Technologies LP: the recordMFS Investment Management: the record

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