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← Wellington Management Group LLP, its record

Wellington Management Group LLP and Invesco Ltd: where the books meet

At Q2 2026, at least 47% of the two 13F books was the same, across 269 stocks both listed, against 38% 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%25%50%Q2 2013: 38%, 240 in bothQ3 2013: 37%, 246 in bothQ4 2013: 37%, 243 in bothQ1 2014: 37%, 241 in both14Q2 2014: 37%, 241 in bothQ3 2014: 37%, 242 in bothQ4 2014: 37%, 243 in bothQ1 2015: 38%, 245 in both15Q2 2015: 38%, 235 in bothQ3 2015: 37%, 226 in bothQ4 2015: 37%, 223 in bothQ1 2016: 37%, 230 in both16Q2 2016: 35%, 232 in bothQ3 2016: 34%, 225 in bothQ4 2016: 35%, 232 in bothQ1 2017: 35%, 230 in both17Q2 2017: 35%, 233 in bothQ3 2017: 39%, 252 in bothQ4 2017: 40%, 251 in bothQ1 2018: 39%, 254 in both18Q2 2018: 39%, 254 in bothQ3 2018: 39%, 252 in bothQ4 2018: 39%, 252 in bothQ1 2019: 39%, 252 in both19Q2 2019: 38%, 244 in bothQ3 2019: 37%, 239 in bothQ4 2019: 38%, 241 in bothQ1 2020: 41%, 247 in both20Q2 2020: 40%, 250 in bothQ3 2020: 40%, 256 in bothQ4 2020: 37%, 246 in bothQ1 2021: 37%, 242 in both21Q2 2021: 37%, 241 in bothQ3 2021: 38%, 248 in bothQ4 2021: 39%, 242 in bothQ1 2022: 41%, 247 in both22Q2 2022: 41%, 250 in bothQ3 2022: 40%, 250 in bothQ4 2022: 40%, 252 in bothQ1 2023: 42%, 264 in both23Q2 2023: 44%, 266 in bothQ3 2023: 44%, 268 in bothQ4 2023: 45%, 269 in bothQ1 2024: 47%, 265 in both24Q2 2024: 48%, 267 in bothQ3 2024: 47%, 259 in bothQ4 2024: 48%, 262 in bothQ1 2025: 48%, 263 in both25Q2 2025: 49%, 266 in bothQ3 2025: 50%, 257 in bothQ4 2025: 48%, 263 in bothQ1 2026: 48%, 268 in both26Q2 2026: 47%, 269 in both
  • Q2 2013: 38%, 240 in both
  • Q3 2013: 37%, 246 in both
  • Q4 2013: 37%, 243 in both
  • Q1 2014: 37%, 241 in both
  • Q2 2014: 37%, 241 in both
  • Q3 2014: 37%, 242 in both
  • Q4 2014: 37%, 243 in both
  • Q1 2015: 38%, 245 in both
  • Q2 2015: 38%, 235 in both
  • Q3 2015: 37%, 226 in both
  • Q4 2015: 37%, 223 in both
  • Q1 2016: 37%, 230 in both
  • Q2 2016: 35%, 232 in both
  • Q3 2016: 34%, 225 in both
  • Q4 2016: 35%, 232 in both
  • Q1 2017: 35%, 230 in both
  • Q2 2017: 35%, 233 in both
  • Q3 2017: 39%, 252 in both
  • Q4 2017: 40%, 251 in both
  • Q1 2018: 39%, 254 in both
  • Q2 2018: 39%, 254 in both
  • Q3 2018: 39%, 252 in both
  • Q4 2018: 39%, 252 in both
  • Q1 2019: 39%, 252 in both
  • Q2 2019: 38%, 244 in both
  • Q3 2019: 37%, 239 in both
  • Q4 2019: 38%, 241 in both
  • Q1 2020: 41%, 247 in both
  • Q2 2020: 40%, 250 in both
  • Q3 2020: 40%, 256 in both
  • Q4 2020: 37%, 246 in both
  • Q1 2021: 37%, 242 in both
  • Q2 2021: 37%, 241 in both
  • Q3 2021: 38%, 248 in both
  • Q4 2021: 39%, 242 in both
  • Q1 2022: 41%, 247 in both
  • Q2 2022: 41%, 250 in both
  • Q3 2022: 40%, 250 in both
  • Q4 2022: 40%, 252 in both
  • Q1 2023: 42%, 264 in both
  • Q2 2023: 44%, 266 in both
  • Q3 2023: 44%, 268 in both
  • Q4 2023: 45%, 269 in both
  • Q1 2024: 47%, 265 in both
  • Q2 2024: 48%, 267 in both
  • Q3 2024: 47%, 259 in both
  • Q4 2024: 48%, 262 in both
  • Q1 2025: 48%, 263 in both
  • Q2 2025: 49%, 266 in both
  • Q3 2025: 50%, 257 in both
  • Q4 2025: 48%, 263 in both
  • Q1 2026: 48%, 268 in both
  • Q2 2026: 47%, 269 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 LLPInvesco Ltd
Nvidia Corp(NVDA)4.2%Trimmed5.2%Added
Apple Inc(AAPL)3.0%Trimmed4.3%Added
Microsoft Corp(MSFT)3.1%Trimmed3.0%Added
Alphabet Inc(GOOGL)2.7%Trimmed2.6%Added
Amazon Com Inc(AMZN)2.3%Trimmed2.7%Added
Broadcom Inc(AVGO)3.4%Added2.1%Trimmed
Alphabet Inc(GOOG)1.0%Added1.8%Added
Micron Technologyinc(MU)1.0%Added3.3%Added
Advanced Micro Devices Inc(AMD)0.9%Added2.4%Added
Kla-tencor Corp(KLAC)0.8%Added1.1%Added
Tesla MTRS Inc(TSLA)0.7%Added1.8%Added
Facebook Inc(META)0.7%Trimmed1.7%Added
Texas Instrs Inc(TXN)0.7%Trimmed0.9%Added
Linde PLC(LIN)0.4%Trimmed0.6%Added
SanDisk Corp(SNDK)0.4%Added1.0%Added
Intel Corp(INTC)0.4%Added1.7%Added
Seagate Technology Hldngs PL(STX)0.4%Added0.6%Added
Lilly Eli & Co(LLY)2.3%Trimmed0.4%Added
Cisco Sys Inc(CSCO)0.3%Trimmed1.3%Trimmed
Netflix Inc(NFLX)0.3%Trimmed0.8%Added

and 249 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.

  • Nvidia Corp(NVDA)Wellington Management Group LLP trimmed; Invesco Ltd added
  • Apple Inc(AAPL)Wellington Management Group LLP trimmed; Invesco Ltd added
  • Microsoft Corp(MSFT)Wellington Management Group LLP trimmed; Invesco Ltd added
  • Amazon Com Inc(AMZN)Wellington Management Group LLP trimmed; Invesco Ltd added
  • Alphabet Inc(GOOGL)Wellington Management Group LLP trimmed; Invesco Ltd added
  • Broadcom Inc(AVGO)Wellington Management Group LLP added; Invesco Ltd trimmed
  • Facebook Inc(META)Wellington Management Group LLP trimmed; Invesco Ltd added
  • Wal-mart Stores Inc(WMT)Wellington Management Group LLP trimmed; Invesco Ltd added
  • Lilly Eli & Co(LLY)Wellington Management Group LLP trimmed; Invesco Ltd added
  • Costco WHSL Corp New(COST)Wellington Management Group LLP trimmed; Invesco Ltd added
  • Texas Instrs Inc(TXN)Wellington Management Group LLP trimmed; Invesco Ltd added
  • Merck & Co Inc New(MRK)Wellington Management Group LLP added; Invesco Ltd trimmed
Wellington Management Group LLP: the recordInvesco Ltd: the record

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