Institutional Portfolio Overlap & Shared Holdings
Compare institutional investor portfolios using publicly disclosed SEC Form 13F filings tracked by InsiderSet. Analyze shared holdings, overlapping sector exposure, consensus smart money positions, portfolio concentration, and estimated current values across major hedge funds and institutional asset managers.
Sector portfolio overlap
Explore shared holdings and top overlapping superinvestor pairs within a sector.
Sequoia Financial Advisors & Cantillon Capital Management Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Cantillon Capital Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
53
Moderate overlap
Shared Holdings
38 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 38 for Cantillon Capital Management).
| Stock | Sequoia Financial Advisors value | Cantillon Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AVGO Broadcom Inc. | $198.14M | $1.26B | $1.45B | 4.7% | $1.85B | Technology |
| GOOGL Alphabet Inc. | $136.18M | $1.07B | $1.20B | 3.9% | $1.52B | Communication Services |
| TSM Taiwan Semiconductor Manufactur | $22.36M | $842.70M | $865.05M | 2.9% | $1.11B | Technology |
| IBKR Interactive Brokers Group, Inc. | $693,377 | $754.26M | $754.95M | 2.5% | $1.07B | Financial Services |
| MSFT Microsoft Corporation | $308.27M | $411.73M | $720.00M | 2.2% | $737.00M | Technology |
| SPGI S&P Global Inc. | $3.44M | $658.13M | $661.57M | 2.2% | $650.18M | Financial Services |
| ADI Analog Devices, Inc. | $6.49M | $608.12M | $614.61M | 2.0% | $800.68M | Technology |
| V Visa Inc. | $80.33M | $519.30M | $599.63M | 2.0% | $655.46M | Financial Services |
| AMAT Applied Materials, Inc. | $17.47M | $520.15M | $537.62M | 1.8% | $932.63M | Technology |
| CBRE CBRE Group Inc | $2.14M | $532.63M | $534.77M | 1.8% | $516.33M | Real Estate |
| BLK BlackRock | $45.59M | $435.93M | $481.51M | 1.6% | $529.41M | — |
| ICE Intercontinental Exchange Inc. | $3.83M | $462.71M | $466.54M | 1.5% | $399.23M | Financial Services |
| CME CME Group Inc. | $8.02M | $409.46M | $417.47M | 1.4% | $356.96M | Financial Services |
| FERG Ferguson Enterprises Inc. | $1.80M | $408.04M | $409.84M | 1.4% | $403.45M | Industrials |
| TMO Thermo Fisher Scientific Inc | $7.77M | $378.33M | $386.10M | 1.3% | $362.66M | Healthcare |
| FAST Fastenal Company | $2.97M | $378.93M | $381.90M | 1.3% | $369.39M | Industrials |
| UBER Uber Technologies, Inc. | $4.84M | $373.59M | $378.44M | 1.3% | $373.07M | Technology |
| LYV Live Nation Entertainment, Inc. | $853,438 | $375.95M | $376.80M | 1.3% | $423.77M | Communication Services |
| AON Aon Plc | $5.13M | $353.63M | $358.76M | 1.2% | $363.11M | Financial Services |
| CP Canadian Pacific Kansas City Li | $1.20M | $341.73M | $342.93M | 1.1% | $373.23M | Industrials |
| EFX Equifax, Inc. | $764,590 | $322.57M | $323.34M | 1.1% | $278.03M | Industrials |
| A Agilent Technologies, Inc. | $4.81M | $312.97M | $317.78M | 1.1% | $346.64M | Healthcare |
| IQV IQVIA Holdings, Inc. | $1.67M | $291.78M | $293.45M | 1.0% | $293.67M | Healthcare |
| TW Tradeweb Markets Inc. | $7.96M | $278.51M | $286.47M | 0.9% | $245.35M | Financial Services |
| YUM Yum! Brands, Inc. | $3.49M | $281.70M | $285.19M | 0.9% | $282.61M | Consumer Cyclical |
| AMT American Tower Corporation (REI | $1.57M | $278.28M | $279.85M | 0.9% | $293.65M | Real Estate |
| ENTG Entegris, Inc. | $834,366 | $253.99M | $254.83M | 0.8% | $341.99M | Technology |
| SSNC SS&C Technologies Holdings, Inc | $536,555 | $253.60M | $254.13M | 0.8% | $249.58M | Technology |
| ADBE Adobe Inc. | $4.17M | $247.87M | $252.04M | 0.8% | $203.52M | Technology |
| TCOM Trip.com Group Limited | $1.02M | $228.52M | $229.53M | 0.8% | $215.40M | Consumer Cyclical |
| SPOT Spotify | $2.50M | $213.05M | $215.55M | 0.7% | $202.52M | — |
| ORCL Oracle Corporation | $17.02M | $188.77M | $205.79M | 0.7% | $256.73M | Technology |
| ALC Alcon | $1.78M | $188.91M | $190.69M | 0.6% | $162.32M | — |
| MCO Moody's Corporation | $2.37M | $171.23M | $173.61M | 0.6% | $181.56M | Financial Services |
| FLUT Flutter Entertainment | $607,644 | $140.26M | $140.87M | 0.5% | $140.45M | — |
| TME Tencent Music Entertainment Gro | $201,636 | $124.19M | $124.39M | 0.4% | $116.48M | Communication Services |
| LPLA LPL Financial Holdings Inc. | $929,884 | $97.75M | $98.68M | 0.3% | $99.88M | Financial Services |
| FWONK Liberty Media Corporation - Ser | $620,051 | $88.05M | $88.67M | 0.3% | $94.23M | Communication Services |
Largest Shared Position
Broadcom Inc. (AVGO) represents the largest overlapping position between Sequoia Financial Advisors and Cantillon Capital Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of AVGO positions reported by both investment firms is approximately $1.45B, reflecting overlapping institutional exposure to Broadcom Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $5.54B | ADBE, ADI, AMAT, AVGO, ENTG, MSFT, ORCL, SSNC, TSM, UBER |
| Financial Services | $3.82B | AON, CME, IBKR, ICE, LPLA, MCO, SPGI, TW, V |
| Communication Services | $1.79B | FWONK, GOOGL, LYV, TME |
| Industrials | $1.46B | CP, EFX, FAST, FERG |
| Other | $1.03B | ALC, BLK, FLUT, SPOT |
| Healthcare | $997.33M | A, IQV, TMO |
| Real Estate | $814.62M | AMT, CBRE |
| Consumer Cyclical | $514.73M | TCOM, YUM |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Cantillon Capital Management may indicate overlapping long-term investment themes or broader smart money consensus toward specific companies and sectors. SEC Form 13F filings report positions, not investment intent.
- Strongest overlap by reported value: AVGO ($1.45B combined).
- Highest average portfolio weight in overlap: AVGO (4.7% conviction score).
- Largest estimated mark-to-market gain since filing: AMAT ($395.01M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Cantillon Capital Management increased between Q4 2001 and Q1 2001, with 38 shared holdings in the latest period ($15.96B combined reported value) versus 37 in the prior period ($19.57B).
Overlap Score Guide
| Score | Meaning |
|---|---|
| 85–100 | Extremely high shared conviction |
| 65–84 | Strong overlap |
| 45–64 | Moderate overlap |
| 25–44 | Limited overlap |
| 0–24 | Minimal overlap |
Related Overlap Pages
- Sequoia Financial Advisors portfolio
- Cantillon Capital Management portfolio
- Situational Awareness Partners & Aquamarine Zurich AG Shared Holdings
- Situational Awareness Partners & TCI Fund Management Shared Holdings
- Situational Awareness Partners & Polen Capital Management Shared Holdings
- Situational Awareness Partners & Dodge & Cox Stock Fund Shared Holdings
- Situational Awareness Partners & Trian Fund Management Shared Holdings
- Most Common Institutional Holdings
- Top Institutional Investor Stock Rankings