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Winton Group Ltd and MFS Investment Management: where the books meet

At Q2 2026, at least 16% of the two 13F books was the same, across 130 stocks both listed, against 31% at Q2 2014. 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%16%31%Q2 2014: 31%, 219 in bothQ3 2014: 31%, 230 in bothQ4 2014: 29%, 225 in bothQ1 2015: 27%, 212 in both15Q2 2015: 26%, 187 in bothQ3 2015: 29%, 196 in bothQ4 2015: 29%, 178 in bothQ1 2016: 29%, 168 in both16Q2 2016: 27%, 163 in bothQ3 2016: 26%, 195 in bothQ4 2016: 23%, 208 in bothQ1 2017: 27%, 189 in both17Q2 2017: 30%, 234 in bothQ3 2017: 27%, 229 in bothQ4 2017: 25%, 220 in bothQ1 2018: 21%, 171 in both18Q2 2018: 21%, 178 in bothQ3 2018: 21%, 178 in bothQ4 2018: 21%, 182 in bothQ1 2019: 22%, 173 in both19Q2 2019: 23%, 173 in bothQ3 2019: 24%, 191 in bothQ4 2019: 16%, 167 in bothQ1 2020: 15%, 164 in both20Q2 2020: 15%, 155 in bothQ3 2020: 14%, 142 in bothQ4 2020: 12%, 134 in bothQ1 2021: 12%, 132 in both21Q2 2021: 12%, 132 in bothQ3 2021: 13%, 141 in bothQ4 2021: 16%, 151 in bothQ1 2022: 17%, 154 in both22Q2 2022: 15%, 157 in bothQ3 2022: 15%, 160 in bothQ4 2022: 14%, 158 in bothQ1 2023: 16%, 159 in both23Q2 2023: 16%, 118 in bothQ3 2023: 13%, 110 in bothQ4 2023: 9.4%, 106 in bothQ1 2024: 12%, 121 in both24Q2 2024: 11%, 118 in bothQ3 2024: 13%, 121 in bothQ4 2024: 11%, 119 in bothQ1 2025: 14%, 136 in both25Q2 2025: 17%, 172 in bothQ3 2025: 17%, 140 in bothQ4 2025: 16%, 149 in bothQ1 2026: 16%, 146 in both26Q2 2026: 16%, 130 in both
  • Q2 2014: 31%, 219 in both
  • Q3 2014: 31%, 230 in both
  • Q4 2014: 29%, 225 in both
  • Q1 2015: 27%, 212 in both
  • Q2 2015: 26%, 187 in both
  • Q3 2015: 29%, 196 in both
  • Q4 2015: 29%, 178 in both
  • Q1 2016: 29%, 168 in both
  • Q2 2016: 27%, 163 in both
  • Q3 2016: 26%, 195 in both
  • Q4 2016: 23%, 208 in both
  • Q1 2017: 27%, 189 in both
  • Q2 2017: 30%, 234 in both
  • Q3 2017: 27%, 229 in both
  • Q4 2017: 25%, 220 in both
  • Q1 2018: 21%, 171 in both
  • Q2 2018: 21%, 178 in both
  • Q3 2018: 21%, 178 in both
  • Q4 2018: 21%, 182 in both
  • Q1 2019: 22%, 173 in both
  • Q2 2019: 23%, 173 in both
  • Q3 2019: 24%, 191 in both
  • Q4 2019: 16%, 167 in both
  • Q1 2020: 15%, 164 in both
  • Q2 2020: 15%, 155 in both
  • Q3 2020: 14%, 142 in both
  • Q4 2020: 12%, 134 in both
  • Q1 2021: 12%, 132 in both
  • Q2 2021: 12%, 132 in both
  • Q3 2021: 13%, 141 in both
  • Q4 2021: 16%, 151 in both
  • Q1 2022: 17%, 154 in both
  • Q2 2022: 15%, 157 in both
  • Q3 2022: 15%, 160 in both
  • Q4 2022: 14%, 158 in both
  • Q1 2023: 16%, 159 in both
  • Q2 2023: 16%, 118 in both
  • Q3 2023: 13%, 110 in both
  • Q4 2023: 9.4%, 106 in both
  • Q1 2024: 12%, 121 in both
  • Q2 2024: 11%, 118 in both
  • Q3 2024: 13%, 121 in both
  • Q4 2024: 11%, 119 in both
  • Q1 2025: 14%, 136 in both
  • Q2 2025: 17%, 172 in both
  • Q3 2025: 17%, 140 in both
  • Q4 2025: 16%, 149 in both
  • Q1 2026: 16%, 146 in both
  • Q2 2026: 16%, 130 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.

StockWinton Group LtdMFS Investment Management
Kla-tencor Corp(KLAC)1.3%Added1.4%Added
Nvidia Corp(NVDA)0.5%Trimmed4.3%Trimmed
Amazon Com Inc(AMZN)0.5%Added2.8%Added
Broadcom Inc(AVGO)0.5%Added1.7%Added
Visa Inc(V)0.5%Added0.8%Trimmed
Alphabet Inc(GOOGL)0.5%Added3.3%Added
Ge Vernova Inc(GEV)0.5%Trimmed0.6%Trimmed
Facebook Inc(META)0.5%Added0.7%Trimmed
Thermo Fisher Scientific Inc(TMO)0.5%New0.7%Trimmed
Humana Inc(HUM)0.5%New0.5%Trimmed
Citigroup Inc(C)0.4%Added0.5%Trimmed
Wells Fargo & Co New(WFC)0.5%New0.3%Trimmed
Spotify Technology S A(SPOT)0.5%New0.3%Added
Howmet Aerospace Inc(HWM)0.3%Trimmed0.4%Trimmed
Coherent Corp(COHR)0.4%Added0.3%Added
Seagate Technology Hldngs PL(STX)0.3%Added0.8%Added
Take-two Interactive Softwar(TTWO)0.5%Added0.3%Trimmed
Medline Inc(MDLN)0.5%Added0.2%Added
G93a5a101(VIK)0.2%New0.3%Added
Arista Networks Inc(ANET)0.2%Trimmed0.5%Added

and 110 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.

  • Cigna Corp New(CI)Winton Group Ltd started; MFS Investment Management trimmed
  • Visa Inc(V)Winton Group Ltd added; MFS Investment Management trimmed
  • Thermo Fisher Scientific Inc(TMO)Winton Group Ltd started; MFS Investment Management trimmed
  • Facebook Inc(META)Winton Group Ltd added; MFS Investment Management trimmed
  • Union Pac Corp(UNP)Winton Group Ltd added; MFS Investment Management trimmed
  • Arista Networks Inc(ANET)Winton Group Ltd trimmed; MFS Investment Management added
  • Humana Inc(HUM)Winton Group Ltd started; MFS Investment Management trimmed
  • Micron Technology Inc(MU)Winton Group Ltd trimmed; MFS Investment Management added
  • Citigroup Inc(C)Winton Group Ltd added; MFS Investment Management trimmed
  • Pfizer Inc(PFE)Winton Group Ltd started; MFS Investment Management trimmed
  • Wells Fargo & Co New(WFC)Winton Group Ltd started; MFS Investment Management trimmed
  • Paccar Inc(PCAR)Winton Group Ltd started; MFS Investment Management trimmed
Winton Group Ltd: the recordMFS Investment Management: the record

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