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Wellington Management Group LLP and Capital Research Global Investors: where the books meet

At Q2 2026, at least 43% of the two 13F books was the same, across 189 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%23%47%Q2 2013: 28%, 167 in bothQ3 2013: 29%, 175 in bothQ4 2013: 28%, 174 in bothQ1 2014: 28%, 177 in both14Q2 2014: 26%, 175 in bothQ3 2014: 27%, 172 in bothQ4 2014: 26%, 179 in bothQ1 2015: 24%, 171 in both15Q2 2015: 26%, 164 in bothQ3 2015: 27%, 160 in bothQ4 2015: 27%, 159 in bothQ1 2016: 28%, 159 in both16Q2 2016: 28%, 162 in bothQ3 2016: 29%, 155 in bothQ4 2016: 33%, 172 in bothQ1 2017: 33%, 171 in both17Q2 2017: 34%, 186 in bothQ3 2017: 34%, 194 in bothQ4 2017: 35%, 184 in bothQ1 2018: 34%, 189 in both18Q2 2018: 35%, 193 in bothQ3 2018: 35%, 192 in bothQ4 2018: 35%, 184 in bothQ1 2019: 35%, 180 in both19Q2 2019: 34%, 174 in bothQ3 2019: 35%, 179 in bothQ4 2019: 33%, 182 in bothQ1 2020: 33%, 174 in both20Q2 2020: 33%, 184 in bothQ3 2020: 33%, 185 in bothQ4 2020: 32%, 192 in bothQ1 2021: 33%, 196 in both21Q2 2021: 34%, 188 in bothQ3 2021: 34%, 191 in bothQ4 2021: 34%, 181 in bothQ1 2022: 36%, 180 in both22Q2 2022: 35%, 181 in bothQ3 2022: 35%, 180 in bothQ4 2022: 34%, 190 in bothQ1 2023: 36%, 195 in both23Q2 2023: 39%, 191 in bothQ3 2023: 40%, 188 in bothQ4 2023: 40%, 187 in bothQ1 2024: 41%, 192 in both24Q2 2024: 43%, 196 in bothQ3 2024: 43%, 194 in bothQ4 2024: 45%, 196 in bothQ1 2025: 44%, 198 in both25Q2 2025: 45%, 194 in bothQ3 2025: 47%, 195 in bothQ4 2025: 46%, 192 in bothQ1 2026: 45%, 202 in both26Q2 2026: 43%, 189 in both
  • Q2 2013: 28%, 167 in both
  • Q3 2013: 29%, 175 in both
  • Q4 2013: 28%, 174 in both
  • Q1 2014: 28%, 177 in both
  • Q2 2014: 26%, 175 in both
  • Q3 2014: 27%, 172 in both
  • Q4 2014: 26%, 179 in both
  • Q1 2015: 24%, 171 in both
  • Q2 2015: 26%, 164 in both
  • Q3 2015: 27%, 160 in both
  • Q4 2015: 27%, 159 in both
  • Q1 2016: 28%, 159 in both
  • Q2 2016: 28%, 162 in both
  • Q3 2016: 29%, 155 in both
  • Q4 2016: 33%, 172 in both
  • Q1 2017: 33%, 171 in both
  • Q2 2017: 34%, 186 in both
  • Q3 2017: 34%, 194 in both
  • Q4 2017: 35%, 184 in both
  • Q1 2018: 34%, 189 in both
  • Q2 2018: 35%, 193 in both
  • Q3 2018: 35%, 192 in both
  • Q4 2018: 35%, 184 in both
  • Q1 2019: 35%, 180 in both
  • Q2 2019: 34%, 174 in both
  • Q3 2019: 35%, 179 in both
  • Q4 2019: 33%, 182 in both
  • Q1 2020: 33%, 174 in both
  • Q2 2020: 33%, 184 in both
  • Q3 2020: 33%, 185 in both
  • Q4 2020: 32%, 192 in both
  • Q1 2021: 33%, 196 in both
  • Q2 2021: 34%, 188 in both
  • Q3 2021: 34%, 191 in both
  • Q4 2021: 34%, 181 in both
  • Q1 2022: 36%, 180 in both
  • Q2 2022: 35%, 181 in both
  • Q3 2022: 35%, 180 in both
  • Q4 2022: 34%, 190 in both
  • Q1 2023: 36%, 195 in both
  • Q2 2023: 39%, 191 in both
  • Q3 2023: 40%, 188 in both
  • Q4 2023: 40%, 187 in both
  • Q1 2024: 41%, 192 in both
  • Q2 2024: 43%, 196 in both
  • Q3 2024: 43%, 194 in both
  • Q4 2024: 45%, 196 in both
  • Q1 2025: 44%, 198 in both
  • Q2 2025: 45%, 194 in both
  • Q3 2025: 47%, 195 in both
  • Q4 2025: 46%, 192 in both
  • Q1 2026: 45%, 202 in both
  • Q2 2026: 43%, 189 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.

StockWellington Management Group LLPCapital Research Global Investors
Nvidia Corp(NVDA)4.2%Trimmed5.7%Added
Broadcom Inc(AVGO)3.4%Added6.0%Trimmed
Microsoft Corp(MSFT)3.1%Trimmed4.9%Trimmed
Alphabet Inc(GOOGL)2.7%Trimmed3.1%Added
Apple Inc(AAPL)3.0%Trimmed2.4%Trimmed
Lilly Eli & Co(LLY)2.3%Trimmed3.5%Trimmed
Amazon Com Inc(AMZN)2.3%Trimmed4.0%Added
Alphabet Inc(GOOG)1.0%Added2.1%Added
Mastercard Inc(MA)1.1%Trimmed0.8%Trimmed
Facebook Inc(META)0.7%Trimmed3.1%Added
Micron Technologyinc(MU)1.0%Added0.6%Trimmed
Unitedhealth Group Inc(UNH)0.8%Added0.6%Trimmed
Blackrock Inc(BLK)0.7%Added0.6%Trimmed
Corning Inc(GLW)0.6%Added0.9%Added
Wells Fargo & Co New(WFC)0.6%Trimmed0.9%Added
Philip Morris Intl Inc(PM)0.5%Added2.1%Added
Taiwan Semiconductor MFG LTD(TSM)0.5%Trimmed0.7%Added
Amphenol Corp CL A(APH)0.5%Added0.7%Added
Tesla MTRS Inc(TSLA)0.7%Added0.5%Trimmed
Dominion Res Inc Va New(D)0.5%Trimmed0.7%Added

and 169 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.

  • Broadcom Inc(AVGO)Wellington Management Group LLP added; Capital Research Global Investors trimmed
  • Nvidia Corp(NVDA)Wellington Management Group LLP trimmed; Capital Research Global Investors added
  • Amazon Com Inc(AMZN)Wellington Management Group LLP trimmed; Capital Research Global Investors added
  • Alphabet Inc(GOOGL)Wellington Management Group LLP trimmed; Capital Research Global Investors added
  • Facebook Inc(META)Wellington Management Group LLP trimmed; Capital Research Global Investors added
  • Appliedmatls(AMAT)Wellington Management Group LLP added; Capital Research Global Investors trimmed
  • General Electric Co(GE)Wellington Management Group LLP added; Capital Research Global Investors trimmed
  • Merck & Co Inc New(MRK)Wellington Management Group LLP added; Capital Research Global Investors trimmed
  • Royal Caribbean Cruises LTD(RCL)Wellington Management Group LLP trimmed; Capital Research Global Investors added
  • Intel Corp(INTC)Wellington Management Group LLP added; Capital Research Global Investors trimmed
  • Raytheon Technologies Corp(RTX)Wellington Management Group LLP trimmed; Capital Research Global Investors added
  • Vertex Pharmaceuticals Inc(VRTX)Wellington Management Group LLP added; Capital Research Global Investors trimmed
Wellington Management Group LLP: the recordCapital Research Global Investors: the record

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