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← T. Rowe Price Associates Inc, its record

T. Rowe Price Associates Inc and Capital World Investors: where the books meet

At Q2 2026, at least 48% of the two 13F books was the same, across 236 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%, 207 in bothQ3 2013: 35%, 208 in bothQ4 2013: 35%, 212 in bothQ1 2014: 35%, 214 in both14Q2 2014: 34%, 208 in bothQ3 2014: 32%, 206 in bothQ4 2014: 32%, 200 in bothQ1 2015: 31%, 197 in both15Q2 2015: 32%, 201 in bothQ3 2015: 33%, 198 in bothQ4 2015: 34%, 188 in bothQ1 2016: 33%, 195 in both16Q2 2016: 34%, 202 in bothQ3 2016: 34%, 198 in bothQ4 2016: 36%, 210 in bothQ1 2017: 38%, 204 in both17Q2 2017: 37%, 206 in bothQ3 2017: 38%, 196 in bothQ4 2017: 37%, 196 in bothQ1 2018: 37%, 196 in both18Q2 2018: 39%, 206 in bothQ3 2018: 38%, 214 in bothQ4 2018: 38%, 201 in bothQ1 2019: 38%, 209 in both19Q2 2019: 37%, 206 in bothQ3 2019: 37%, 209 in bothQ4 2019: 36%, 212 in bothQ1 2020: 38%, 219 in both20Q2 2020: 38%, 218 in bothQ3 2020: 38%, 225 in bothQ4 2020: 37%, 218 in bothQ1 2021: 37%, 225 in both21Q2 2021: 37%, 221 in bothQ3 2021: 38%, 216 in bothQ4 2021: 38%, 217 in bothQ1 2022: 37%, 219 in both22Q2 2022: 37%, 221 in bothQ3 2022: 39%, 224 in bothQ4 2022: 39%, 223 in bothQ1 2023: 39%, 230 in both23Q2 2023: 40%, 233 in bothQ3 2023: 42%, 236 in bothQ4 2023: 42%, 232 in bothQ1 2024: 43%, 231 in both24Q2 2024: 45%, 232 in bothQ3 2024: 44%, 228 in bothQ4 2024: 45%, 229 in bothQ1 2025: 45%, 223 in both25Q2 2025: 46%, 225 in bothQ3 2025: 46%, 217 in bothQ4 2025: 46%, 222 in bothQ1 2026: 46%, 235 in both26Q2 2026: 48%, 236 in both
  • Q2 2013: 36%, 207 in both
  • Q3 2013: 35%, 208 in both
  • Q4 2013: 35%, 212 in both
  • Q1 2014: 35%, 214 in both
  • Q2 2014: 34%, 208 in both
  • Q3 2014: 32%, 206 in both
  • Q4 2014: 32%, 200 in both
  • Q1 2015: 31%, 197 in both
  • Q2 2015: 32%, 201 in both
  • Q3 2015: 33%, 198 in both
  • Q4 2015: 34%, 188 in both
  • Q1 2016: 33%, 195 in both
  • Q2 2016: 34%, 202 in both
  • Q3 2016: 34%, 198 in both
  • Q4 2016: 36%, 210 in both
  • Q1 2017: 38%, 204 in both
  • Q2 2017: 37%, 206 in both
  • Q3 2017: 38%, 196 in both
  • Q4 2017: 37%, 196 in both
  • Q1 2018: 37%, 196 in both
  • Q2 2018: 39%, 206 in both
  • Q3 2018: 38%, 214 in both
  • Q4 2018: 38%, 201 in both
  • Q1 2019: 38%, 209 in both
  • Q2 2019: 37%, 206 in both
  • Q3 2019: 37%, 209 in both
  • Q4 2019: 36%, 212 in both
  • Q1 2020: 38%, 219 in both
  • Q2 2020: 38%, 218 in both
  • Q3 2020: 38%, 225 in both
  • Q4 2020: 37%, 218 in both
  • Q1 2021: 37%, 225 in both
  • Q2 2021: 37%, 221 in both
  • Q3 2021: 38%, 216 in both
  • Q4 2021: 38%, 217 in both
  • Q1 2022: 37%, 219 in both
  • Q2 2022: 37%, 221 in both
  • Q3 2022: 39%, 224 in both
  • Q4 2022: 39%, 223 in both
  • Q1 2023: 39%, 230 in both
  • Q2 2023: 40%, 233 in both
  • Q3 2023: 42%, 236 in both
  • Q4 2023: 42%, 232 in both
  • Q1 2024: 43%, 231 in both
  • Q2 2024: 45%, 232 in both
  • Q3 2024: 44%, 228 in both
  • Q4 2024: 45%, 229 in both
  • Q1 2025: 45%, 223 in both
  • Q2 2025: 46%, 225 in both
  • Q3 2025: 46%, 217 in both
  • Q4 2025: 46%, 222 in both
  • Q1 2026: 46%, 235 in both
  • Q2 2026: 48%, 236 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.

StockT. Rowe Price Associates IncCapital World Investors
Broadcom Inc(AVGO)3.1%Trimmed5.4%Added
Alphabet Inc(GOOGL)3.6%Added3.1%Added
Nvidia Corp(NVDA)7.4%Trimmed2.6%Trimmed
Microsoft Corp(MSFT)3.3%Trimmed2.4%Trimmed
Alphabet Inc(GOOG)2.1%Trimmed1.8%Trimmed
Facebook Inc(META)1.7%Trimmed2.7%Trimmed
Amazon Com(AMZN)2.6%Trimmed1.7%Added
Lilly (eli) and Company(LLY)1.7%Trimmed2.3%Added
Micron Technology(MU)1.6%Added4.0%Trimmed
Apple Inc(AAPL)4.6%Trimmed1.3%Added
Visa Inc(V)1.2%Trimmed1.1%Added
Tesla Motors Inc(TSLA)1.1%Added2.3%Added
Unitedhealth Group Inc(UNH)1.0%Added1.5%Added
Intel Corp.(INTC)0.7%Added0.9%Trimmed
General Electric Co(GE)0.8%Trimmed0.7%Added
Netflix Inc(NFLX)0.7%Trimmed0.7%Trimmed
JP Morgan Chase & Co(JPM)0.9%Added0.6%Trimmed
Taiwan Semiconductor MFG LTD(TSM)0.5%Added1.9%Added
Kla-tencor Corporation(KLAC)0.5%Added1.6%Added
Bank of America Corporation(BAC)0.5%Trimmed0.8%Trimmed

and 216 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)T. Rowe Price Associates Inc trimmed; Capital World Investors added
  • Broadcom Inc(AVGO)T. Rowe Price Associates Inc trimmed; Capital World Investors added
  • Micron Technology(MU)T. Rowe Price Associates Inc added; Capital World Investors trimmed
  • Amazon Com(AMZN)T. Rowe Price Associates Inc trimmed; Capital World Investors added
  • Lilly (eli) and Company(LLY)T. Rowe Price Associates Inc trimmed; Capital World Investors added
  • Vertex Pharmaceuticals(VRTX)T. Rowe Price Associates Inc trimmed; Capital World Investors added
  • Visa Inc(V)T. Rowe Price Associates Inc trimmed; Capital World Investors added
  • Western Digital Corp(WDC)T. Rowe Price Associates Inc trimmed; Capital World Investors added
  • Amgen Inc.(AMGN)T. Rowe Price Associates Inc added; Capital World Investors trimmed
  • Starbucks Corp(SBUX)T. Rowe Price Associates Inc added; Capital World Investors trimmed
  • JP Morgan Chase & Co(JPM)T. Rowe Price Associates Inc added; Capital World Investors trimmed
  • CVS Caremark Corporation(CVS)T. Rowe Price Associates Inc added; Capital World Investors trimmed
T. Rowe Price Associates Inc: the recordCapital World Investors: the record

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