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Schonfeld Strategic Advisors LLC and Invesco Ltd: where the books meet

At Q2 2026, at least 20% of the two 13F books was the same, across 171 stocks both listed, against 19% at Q1 2016. 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%Q1 2016: 19%, 109 in both16Q2 2016: 17%, 138 in bothQ3 2016: 17%, 128 in bothQ4 2016: 18%, 166 in bothQ1 2017: 14%, 161 in both17Q2 2017: 16%, 161 in bothQ3 2017: 15%, 159 in bothQ4 2017: 17%, 160 in bothQ1 2018: 20%, 149 in both18Q2 2018: 21%, 176 in bothQ3 2018: 17%, 179 in bothQ4 2018: 19%, 194 in bothQ1 2019: 21%, 211 in both19Q2 2019: 19%, 192 in bothQ3 2019: 21%, 196 in bothQ4 2019: 23%, 212 in bothQ1 2020: 25%, 222 in both20Q2 2020: 24%, 205 in bothQ3 2020: 27%, 190 in bothQ4 2020: 27%, 194 in bothQ1 2021: 22%, 178 in both21Q2 2021: 21%, 174 in bothQ3 2021: 18%, 158 in bothQ4 2021: 20%, 175 in bothQ1 2022: 19%, 177 in both22Q2 2022: 24%, 201 in bothQ3 2022: 26%, 221 in bothQ4 2022: 25%, 212 in bothQ1 2023: 26%, 199 in both23Q2 2023: 28%, 227 in bothQ3 2023: 24%, 203 in bothQ4 2023: 22%, 195 in bothQ1 2024: 21%, 195 in both24Q2 2024: 22%, 222 in bothQ3 2024: 18%, 192 in bothQ4 2024: 21%, 211 in bothQ1 2025: 21%, 211 in both25Q2 2025: 24%, 215 in bothQ3 2025: 20%, 193 in bothQ4 2025: 18%, 177 in bothQ1 2026: 17%, 173 in both26Q2 2026: 20%, 171 in both
  • Q1 2016: 19%, 109 in both
  • Q2 2016: 17%, 138 in both
  • Q3 2016: 17%, 128 in both
  • Q4 2016: 18%, 166 in both
  • Q1 2017: 14%, 161 in both
  • Q2 2017: 16%, 161 in both
  • Q3 2017: 15%, 159 in both
  • Q4 2017: 17%, 160 in both
  • Q1 2018: 20%, 149 in both
  • Q2 2018: 21%, 176 in both
  • Q3 2018: 17%, 179 in both
  • Q4 2018: 19%, 194 in both
  • Q1 2019: 21%, 211 in both
  • Q2 2019: 19%, 192 in both
  • Q3 2019: 21%, 196 in both
  • Q4 2019: 23%, 212 in both
  • Q1 2020: 25%, 222 in both
  • Q2 2020: 24%, 205 in both
  • Q3 2020: 27%, 190 in both
  • Q4 2020: 27%, 194 in both
  • Q1 2021: 22%, 178 in both
  • Q2 2021: 21%, 174 in both
  • Q3 2021: 18%, 158 in both
  • Q4 2021: 20%, 175 in both
  • Q1 2022: 19%, 177 in both
  • Q2 2022: 24%, 201 in both
  • Q3 2022: 26%, 221 in both
  • Q4 2022: 25%, 212 in both
  • Q1 2023: 26%, 199 in both
  • Q2 2023: 28%, 227 in both
  • Q3 2023: 24%, 203 in both
  • Q4 2023: 22%, 195 in both
  • Q1 2024: 21%, 195 in both
  • Q2 2024: 22%, 222 in both
  • Q3 2024: 18%, 192 in both
  • Q4 2024: 21%, 211 in both
  • Q1 2025: 21%, 211 in both
  • Q2 2025: 24%, 215 in both
  • Q3 2025: 20%, 193 in both
  • Q4 2025: 18%, 177 in both
  • Q1 2026: 17%, 173 in both
  • Q2 2026: 20%, 171 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.

StockSchonfeld Strategic Advisors LLCInvesco Ltd
Micron Technology Inc(MU)2.4%Added3.3%Added
Nvidia Corp(NVDA)1.8%Added5.2%Added
Microsoft Corp(MSFT)1.2%Added3.0%Added
Alphabet Inc(GOOGL)1.0%Added2.6%Added
Amazon Com Inc(AMZN)0.8%Added2.7%Added
Broadcom Inc(AVGO)0.5%Added2.1%Trimmed
Advanced Micro Devices Inc(AMD)0.5%Added2.4%Added
SanDisk Corp(SNDK)0.4%Added1.0%Added
G7997r103(STX)0.4%Added0.6%Added
Intel Corp(INTC)0.3%Added1.7%Added
Booking HLDGS Inc(BKNG)0.3%New0.4%Added
Visa Inc(V)0.3%Added0.3%Added
Adobe Sys Inc(ADBE)0.3%Added0.2%Added
Applied Matls Inc(AMAT)0.2%Trimmed1.6%Added
CSX Corp(CSX)0.3%Added0.2%Trimmed
Tesla MTRS Inc(TSLA)0.2%Added1.8%Added
T Mobile US Inc(TMUS)0.2%Trimmed0.4%Added
Berkshire Hathaway Inc Del(BRK-B)0.2%Added0.2%Trimmed
Lilly Eli & Co(LLY)0.2%Added0.4%Added
Raytheon Technologies Corp(RTX)0.4%Added0.2%Added

and 151 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)Schonfeld Strategic Advisors LLC trimmed; Invesco Ltd added
  • Broadcom Inc(AVGO)Schonfeld Strategic Advisors LLC added; Invesco Ltd trimmed
  • Applied Matls Inc(AMAT)Schonfeld Strategic Advisors LLC trimmed; Invesco Ltd added
  • Western Digital Corp(WDC)Schonfeld Strategic Advisors LLC trimmed; Invesco Ltd added
  • Marvell Technology Inc(MRVL)Schonfeld Strategic Advisors LLC sold out; Invesco Ltd added
  • Linde PLC(LIN)Schonfeld Strategic Advisors LLC trimmed; Invesco Ltd added
  • Analog Devices Inc(ADI)Schonfeld Strategic Advisors LLC trimmed; Invesco Ltd added
  • T Mobile US Inc(TMUS)Schonfeld Strategic Advisors LLC trimmed; Invesco Ltd added
  • Marriott Intl Inc New(MAR)Schonfeld Strategic Advisors LLC started; Invesco Ltd trimmed
  • Datadog Inc(DDOG)Schonfeld Strategic Advisors LLC trimmed; Invesco Ltd added
  • Bank Amer Corp(BAC)Schonfeld Strategic Advisors LLC added; Invesco Ltd trimmed
  • Mastercard Inc(MA)Schonfeld Strategic Advisors LLC trimmed; Invesco Ltd added
Schonfeld Strategic Advisors LLC: the recordInvesco Ltd: the record

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