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.

Investor AInvestor B

Yacktman Asset Management & Lountzis Asset Management Portfolio Overlap

Shared 13F holdings between Yacktman Asset Management and Lountzis Asset Management based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Limited overlap

Shared Holdings

13 shared positions across both portfolios (74 holdings for Yacktman Asset Management, 52 for Lountzis Asset Management).

Stock	Yacktman Asset Management value	Lountzis Asset Management value	Combined value	Conviction	Est. current value	Sector
MSFT Microsoft Corporation	$367.55M	$488,254	$368.04M	2.5%	$419.49M	Technology
SCHW Charles Schwab Corporation (The	$366.98M	$455,333	$367.43M	2.5%	$355.31M	Financial Services
GOOG Alphabet Inc.	$323.16M	$1.49M	$324.65M	2.4%	$445.14M	Communication Services
PEP Pepsico, Inc.	$314.92M	$5.91M	$320.84M	3.2%	$308.09M	Consumer Defensive
JNJ Johnson & Johnson	$305.41M	$664,876	$306.07M	2.2%	$283.87M	Healthcare
BRK-B Berkshire Hathaway Inc. New	$150.94M	$64.36M	$215.30M	12.8%	—	Financial Services
UNH UnitedHealth Group Incorporated	$45.58M	$2.89M	$48.47M	0.8%	$70.56M	Healthcare
BK The Bank of New York Mellon Cor	$42.43M	$1.04M	$43.47M	0.5%	$49.48M	Financial Services
WFC Wells Fargo & Company	$8.00M	$19.51M	$27.50M	3.6%	$25.36M	Financial Services
MA Mastercard Incorporated	$5.83M	$249,830	$6.08M	0.1%	$6.01M	Financial Services
AON Aon Plc	$4.17M	$613,282	$4.78M	0.1%	$4.70M	Financial Services
PM Philip Morris International Inc	$975,506	$253,885	$1.23M	0.1%	$1.41M	Consumer Defensive
V Visa Inc.	$221,240	$247,886	$469,126	0.0%	$505,564	Financial Services

Largest Shared Position

Microsoft Corporation (MSFT) represents the largest overlapping position between Yacktman Asset Management and Lountzis Asset Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of MSFT positions reported by both investment firms is approximately $368.04M, reflecting overlapping institutional exposure to Microsoft Corporation.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$665.04M	AON, BK, BRK-B, MA, SCHW, V, WFC
Technology	$368.04M	MSFT
Healthcare	$354.54M	JNJ, UNH
Communication Services	$324.65M	GOOG
Consumer Defensive	$322.07M	PEP, PM

Consensus Smart Money Signals

Shared holdings between Yacktman Asset Management and Lountzis Asset 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: MSFT ($368.04M combined).
Highest average portfolio weight in overlap: BRK-B (12.8% conviction score).
Largest estimated mark-to-market gain since filing: GOOG ($120.48M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The latest period shows 13 shared holdings ($2.03B combined reported value).

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