Q2 2026 13F · SEC CIK 748054

American Century Companies Inc

Investment managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $225.9B
Reported positions: 2,879
Top holdings a year, 3 yrs: +25.4%
Average holding period: 8.2 yrs

American Century Companies Inc is an investment manager that reported 2,879 positions worth $225.9B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Nvidia Corporation (NVDA, 5.4%), Alphabet Inc (GOOGL, 2.7%), Amazon Com Inc (AMZN, 2.6%). A portfolio copying its top holdings returned 25.4% a year over the last 3 years, against 20.4% for the S&P 500.

American Century Companies Inc holdings largest 50 of 2,879 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

American Century Companies Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	5.4%	5.5%	60,626,286	-0.7%	$12.1B
GOOGLAlphabet Inc	2.7%	2.6%	16,841,559	-3.7%	$6.0B
AMZNAmazon Com Inc	2.6%	2.6%	24,455,378	+0.8%	$5.8B
AAPLApple Inc	2.4%	3.3%	19,112,405	-24.2%	$5.5B
MSFTMicrosoft Corp	2.4%	3.1%	14,512,326	-10.1%	$5.4B
GOOGAlphabet Inc	1.4%	1.4%	9,047,039	-3.6%	$3.2B
METAMeta Platforms Inc	1.3%	1.5%	5,332,613	+6.8%	$3.0B
TSMTaiwan Semiconductor Manufac	1.3%	1.1%	6,223,473	-2.0%	$3.0B
AVGOBroadcom Inc	1.3%	1.5%	7,847,715	-17.7%	$3.0B
TSLATesla Inc	1.3%	1.3%	6,961,359	+2.9%	$2.9B
LLYEli Lilly & Co	1.3%	0.9%	2,354,837	+27.6%	$2.8B
MUMicron Technology Inc	1.1%	0.3%	2,121,016	+29.4%	$2.4B
MAMastercard Incorporated	1.1%	1.4%	4,713,938	-12.1%	$2.4B
AMATApplied Matls Inc	1.0%	0.6%	3,004,203	-15.2%	$2.2B
NFLXNetflix Inc.	0.7%	1.0%	22,424,271	+15.6%	$1.6B
LRCXLam Research Corp	0.7%	0.4%	3,447,645	+5.0%	$1.5B
COSTCostco Wholesale Corporation	0.6%	0.9%	1,448,226	-19.8%	$1.4B
JPMJpmorgan Chase & Co	0.6%	0.6%	4,008,406	+7.4%	$1.3B
APHAmphenol Corp	0.5%	0.3%	6,877,221	+29.6%	$1.2B
AMDAdvanced Micro Devices Inc	0.5%	—	1,869,689	—	$1.1B
NETCloudflare Inc	0.5%	0.4%	4,286,156	+18.2%	$1.1B
VRTVertiv Holdings Co	0.5%	0.4%	3,129,427	-5.9%	$1.0B
DDOGDatadog Inc	0.4%	0.2%	3,754,204	-1.3%	$977.4M
CIENCiena Corp	0.4%	—	1,851,788	—	$908.4M
HWMHowmet Aerospace Inc	0.4%	0.4%	3,285,142	-8.7%	$883.2M
CDNSCadence Design System Inc	0.4%	—	2,288,432	—	$858.9M
ISRGIntuitive Surgical Inc	0.4%	0.5%	2,014,594	-4.5%	$801.2M
XOMExxon Mobil Corp	0.3%	0.5%	5,637,812	+7.3%	$770.8M
JNJJohnson & Johnson	0.3%	0.4%	2,945,732	+2.4%	$748.1M
GEVGe Vernova Inc	0.3%	0.3%	635,080	+9.2%	$746.1M
ASMLAsml Hldg NV	0.3%	0.2%	371,924	+3.3%	$739.9M
SNOWSnowflake Inc	0.3%	—	2,823,407	—	$718.6M
GLWCorning Inc	0.3%	—	2,588,427	—	$661.2M
MRSHMarsh & Mclennan Cos	0.3%	0.4%	3,877,741	-8.4%	$646.3M
MRKMerck & Co Inc	0.3%	0.3%	4,865,967	-12.3%	$625.3M
KMBKimberly-Clark Corp	0.3%	—	5,607,923	—	$615.6M
KLACKla Corp	0.3%	—	2,024,263	—	$610.7M
PLTRPalantir Technologies Inc	0.3%	0.3%	5,145,531	+20.2%	$600.3M
TJXTjx Cos Inc New	0.3%	0.3%	3,950,845	+8.8%	$598.6M
AVUSAvantis U.S. Equity ETF	0.3%	0.2%	4,549,423	+9.8%	$582.7M
UNHUnitedhealth Group Inc	0.3%	—	1,363,176	—	$566.6M
ADIAnalog Devices Inc	0.2%	0.5%	1,405,705	-55.6%	$558.3M
ALNYAlnylam Pharmaceuticals Inc	0.2%	0.3%	1,853,956	+2.9%	$558.1M
SNPSSynopsys Inc	0.2%	—	1,251,126	—	$558.1M
BDXBecton Dickinson & Co	0.2%	0.3%	3,676,534	+7.9%	$556.4M
AVDEAvantis International Equity ETF	0.2%	—	6,138,581	—	$547.6M
CATCaterpillar Inc	0.2%	0.2%	512,935	-21.7%	$546.2M
WMBWilliams Cos	0.2%	0.2%	7,222,977	+11.9%	$537.0M
VZVerizon Communications Inc	0.2%	0.3%	12,518,211	+13.3%	$530.0M
VSATViasat Inc Com	0.2%	—	5,736,575	—	$515.2M

What American Century Companies Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

APH Amphenol Corp+29.6% shares
MU Micron Technology Inc+29.4% shares
LLY Eli Lilly & Co+27.6% shares
PLTR Palantir Technologies Inc+20.2% shares
NET Cloudflare Inc+18.2% shares
NFLX Netflix Inc.+15.6% shares
VZ Verizon Communications Inc+13.3% shares
WMB Williams Cos+11.9% shares

Reduced

ADI Analog Devices Inc-55.6% shares
AAPL Apple Inc-24.2% shares
CAT Caterpillar Inc-21.7% shares
COST Costco Wholesale Corporation-19.8% shares
AVGO Broadcom Inc-17.7% shares
AMAT Applied Matls Inc-15.2% shares
MRK Merck & Co Inc-12.3% shares
MA Mastercard Incorporated-12.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.5% /yr; S&P 500 +20.1%
3 years: +25.4% /yr; S&P 500 +20.4%
5 years: +13.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$225.9B	2,879
Q1 2026	$193.7B	2,823
Q4 2025	$198.5B	2,805
Q3 2025	$196.0B	2,773
Q2 2025	$183.6B	2,770
Q1 2025	$162.7B	2,809
Q4 2024	$173.7B	2,803
Q3 2024	$171.8B	2,795
Q2 2024	$163.1B	2,803
Q1 2024	$158.8B	2,845
Q4 2023	$145.1B	2,798
Q3 2023	$127.5B	2,710

Questions about American Century Companies Inc's portfolio

What stocks does American Century Companies Inc own?

American Century Companies Inc's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 2,879 positions worth $225.9B. The largest are Nvidia Corporation (NVDA) at 5.4%, Alphabet Inc (GOOGL) at 2.7%, Amazon Com Inc (AMZN) at 2.6%, Apple Inc (AAPL) at 2.4% and Microsoft Corp (MSFT) at 2.4%.

What did American Century Companies Inc buy last quarter?

In Q2 2026, American Century Companies Inc added Amphenol Corp (APH) (+29.6% shares), Micron Technology Inc (MU) (+29.4% shares) and Eli Lilly & Co (LLY) (+27.6% shares), compared with its Q1 2026 filing.

What did American Century Companies Inc sell last quarter?

In Q2 2026, American Century Companies Inc cut from its top 50 Abbvie Inc (ABBV), cut from its top 50 Norfolk Southn Corporation (NSC), cut from its top 50 Gilead Sciences Inc (GILD), cut from its top 50 Medtronic PLC (MDT), cut from its top 50 Oracle Corp (ORCL), Analog Devices Inc (ADI) (-55.6% shares), Apple Inc (AAPL) (-24.2% shares) and Caterpillar Inc (CAT) (-21.7% shares), compared with its Q1 2026 filing.

How has American Century Companies Inc's portfolio performed?

A portfolio copying American Century Companies Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.5% against +20.1%. Over 5 years: +13.3% a year against +11.6%.

When is American Century Companies Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. American Century Companies Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.