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← Winton Group Ltd, its record

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

At Q2 2026, at least 16% of the two 13F books was the same, across 136 stocks both listed, against 34% 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%17%34%Q2 2014: 34%, 240 in bothQ3 2014: 33%, 238 in bothQ4 2014: 28%, 217 in bothQ1 2015: 26%, 189 in both15Q2 2015: 29%, 177 in bothQ3 2015: 29%, 179 in bothQ4 2015: 25%, 155 in bothQ1 2016: 25%, 152 in both16Q2 2016: 26%, 152 in bothQ3 2016: 26%, 170 in bothQ4 2016: 23%, 194 in bothQ1 2017: 25%, 177 in both17Q2 2017: 26%, 221 in bothQ3 2017: 27%, 225 in bothQ4 2017: 24%, 221 in bothQ1 2018: 22%, 172 in both18Q2 2018: 23%, 178 in bothQ3 2018: 22%, 171 in bothQ4 2018: 21%, 188 in bothQ1 2019: 20%, 172 in both19Q2 2019: 21%, 171 in bothQ3 2019: 22%, 179 in bothQ4 2019: 15%, 138 in bothQ1 2020: 17%, 158 in both20Q2 2020: 15%, 147 in bothQ3 2020: 13%, 139 in bothQ4 2020: 11%, 130 in bothQ1 2021: 9.8%, 124 in both21Q2 2021: 12%, 133 in bothQ3 2021: 13%, 132 in bothQ4 2021: 16%, 159 in bothQ1 2022: 16%, 142 in both22Q2 2022: 17%, 161 in bothQ3 2022: 18%, 163 in bothQ4 2022: 18%, 163 in bothQ1 2023: 18%, 168 in both23Q2 2023: 17%, 123 in bothQ3 2023: 15%, 124 in bothQ4 2023: 11%, 119 in bothQ1 2024: 13%, 133 in both24Q2 2024: 13%, 128 in bothQ3 2024: 12%, 108 in bothQ4 2024: 13%, 121 in bothQ1 2025: 14%, 138 in both25Q2 2025: 19%, 166 in bothQ3 2025: 18%, 155 in bothQ4 2025: 19%, 148 in bothQ1 2026: 18%, 151 in both26Q2 2026: 16%, 136 in both
  • Q2 2014: 34%, 240 in both
  • Q3 2014: 33%, 238 in both
  • Q4 2014: 28%, 217 in both
  • Q1 2015: 26%, 189 in both
  • Q2 2015: 29%, 177 in both
  • Q3 2015: 29%, 179 in both
  • Q4 2015: 25%, 155 in both
  • Q1 2016: 25%, 152 in both
  • Q2 2016: 26%, 152 in both
  • Q3 2016: 26%, 170 in both
  • Q4 2016: 23%, 194 in both
  • Q1 2017: 25%, 177 in both
  • Q2 2017: 26%, 221 in both
  • Q3 2017: 27%, 225 in both
  • Q4 2017: 24%, 221 in both
  • Q1 2018: 22%, 172 in both
  • Q2 2018: 23%, 178 in both
  • Q3 2018: 22%, 171 in both
  • Q4 2018: 21%, 188 in both
  • Q1 2019: 20%, 172 in both
  • Q2 2019: 21%, 171 in both
  • Q3 2019: 22%, 179 in both
  • Q4 2019: 15%, 138 in both
  • Q1 2020: 17%, 158 in both
  • Q2 2020: 15%, 147 in both
  • Q3 2020: 13%, 139 in both
  • Q4 2020: 11%, 130 in both
  • Q1 2021: 9.8%, 124 in both
  • Q2 2021: 12%, 133 in both
  • Q3 2021: 13%, 132 in both
  • Q4 2021: 16%, 159 in both
  • Q1 2022: 16%, 142 in both
  • Q2 2022: 17%, 161 in both
  • Q3 2022: 18%, 163 in both
  • Q4 2022: 18%, 163 in both
  • Q1 2023: 18%, 168 in both
  • Q2 2023: 17%, 123 in both
  • Q3 2023: 15%, 124 in both
  • Q4 2023: 11%, 119 in both
  • Q1 2024: 13%, 133 in both
  • Q2 2024: 13%, 128 in both
  • Q3 2024: 12%, 108 in both
  • Q4 2024: 13%, 121 in both
  • Q1 2025: 14%, 138 in both
  • Q2 2025: 19%, 166 in both
  • Q3 2025: 18%, 155 in both
  • Q4 2025: 19%, 148 in both
  • Q1 2026: 18%, 151 in both
  • Q2 2026: 16%, 136 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 LtdWellington Management Group LLP
Kla-tencor Corp(KLAC)1.3%Added0.8%Added
Nvidia Corp(NVDA)0.5%Trimmed4.2%Trimmed
Wells Fargo & Co New(WFC)0.5%New0.6%Trimmed
Amazon Com Inc(AMZN)0.5%Added2.3%Trimmed
Broadcom Inc(AVGO)0.5%Added3.4%Added
Visa Inc(V)0.5%Added0.6%Trimmed
Alphabet Inc(GOOGL)0.5%Added2.7%Trimmed
Facebook Inc(META)0.5%Added0.7%Trimmed
SanDisk Corp(SNDK)0.5%Added0.4%Added
Automatic Data Processing In(ADP)0.5%Added0.4%Trimmed
American Intl Group Inc(AIG)0.4%Added0.4%Added
Cardinal Health Inc(CAH)0.3%Added0.6%Added
Stryker Corp(SYK)0.3%Added0.4%Added
Berkshire Hathaway Inc Del(BRK-B)0.5%Trimmed0.3%Added
Dicks Sporting Goods Inc(DKS)0.4%Added0.3%Trimmed
Jabil Circuit Inc(JBL)0.4%New0.3%Trimmed
Tesla Inc(TSLA)0.3%Added0.7%Added
Seagate Technology Hldngs PL(STX)0.3%Added0.4%Added
Spotify Technology S A(SPOT)0.5%New0.2%Trimmed
Arista Networks Inc(ANET)0.2%Trimmed0.2%Added

and 116 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.

  • Alphabet Inc(GOOGL)Winton Group Ltd added; Wellington Management Group LLP trimmed
  • Amazon Com Inc(AMZN)Winton Group Ltd added; Wellington Management Group LLP trimmed
  • Micron Technology Inc(MU)Winton Group Ltd trimmed; Wellington Management Group LLP added
  • Facebook Inc(META)Winton Group Ltd added; Wellington Management Group LLP trimmed
  • CVS Caremark Corporation(CVS)Winton Group Ltd sold out; Wellington Management Group LLP added
  • Visa Inc(V)Winton Group Ltd added; Wellington Management Group LLP trimmed
  • Wells Fargo & Co New(WFC)Winton Group Ltd started; Wellington Management Group LLP trimmed
  • Philip Morris Intl Inc(PM)Winton Group Ltd sold out; Wellington Management Group LLP added
  • Amphenol Corp New(APH)Winton Group Ltd trimmed; Wellington Management Group LLP added
  • Bank of America Corporation(BAC)Winton Group Ltd started; Wellington Management Group LLP trimmed
  • Linde PLC(LIN)Winton Group Ltd added; Wellington Management Group LLP trimmed
  • M & T BK Corp(MTB)Winton Group Ltd added; Wellington Management Group LLP trimmed
Winton Group Ltd: the recordWellington Management Group LLP: the record

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