SEC 13F Intelligence

Managers / Q1 2026

AMERICAN CENTURY COMPANIES INC

CIK 0000748054 · 4500 MAIN STREET, KANSAS CITY, MO, 64111 · 8165315575

Reported Value
$194.3B
Q1 2026
Positions
2,830
Filings on Record
32
2019–present window
Filed
May 15, 2026
original filing

Summary

American Century Companies Inc reported $194.3B in U.S.-listed holdings across 2,830 positions for Q1 2026.

Its largest position, NVDA, represents 5.5% of the portfolio.

Compared with Q4 2025, the fund opened 140 new positions and exited 121.

Portfolio Metrics

Turnover
+11.0%
vs prior filed quarter
Top-10 Concentration
+24.1%
share of reported value
Largest Position
+5.5%
Nvidia Corporation
New / Exited
140 / 121
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $87.5BQ4 ’18Q1 ’19: $98.7BQ2 ’19: $100.5BQ3 ’19: $99.6BQ4 ’19: $105.1BQ4 ’19Q1 ’20: $83.9BQ2 ’20: $105.5BQ3 ’20: $112.8BQ4 ’20: $128.3BQ4 ’20Q1 ’21: $136.1BQ2 ’21: $146.6BQ3 ’21: $146.1BQ4 ’21: $157.7BQ4 ’21Q1 ’22: $146.3BQ2 ’22: $122.3BQ3 ’22: $113.6BQ4 ’22: $122.4BQ4 ’22Q1 ’23: $126.9BQ2 ’23: $132.6BQ3 ’23: $129.6BQ4 ’23: $145.5BQ4 ’23Q1 ’24: $159.1BQ2 ’24: $163.4BQ3 ’24: $172.1BQ4 ’24: $174.1BQ4 ’24Q1 ’25: $163.0BQ2 ’25: $184.1BQ3 ’25: $196.5BQ4 ’25: $199.0BQ4 ’25Q1 ’26: $194.3Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 86.3%Other: 5.3%ADR: 4.1%ETP: 1.9%REIT: 1.7%Other: 0.7%
  • Common Stock · 86.3% · $167.7B
  • Other · 5.3% · $10.2B
  • ADR · 4.1% · $8.0B
  • ETP · 1.9% · $3.7B
  • REIT · 1.7% · $3.3B
  • Other · 0.7% · $1.4B

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ASTRAZENECA PLCNEW+1.81M1.81M+$356M$356M
SUNBSUNBELT RENTALS HOLDINGS INCNEW+2.02M2.02M+$127M$127M
AKAMAI TECHNOLOGIES INCNEW+52.45M52.45M+$60M$60M
EQPTEQUIPMENTSHARE COM INCNEW+2.91M2.91M+$59M$59M
PIPRPIPER SANDLER COMPANIESNEW+741.9K741.9K+$57M$57M
AMERICAN CENTY ETF TRNEW+901.2K901.2K+$51M$51M
HNGEHINGE HEALTH INCNEW+1.30M1.30M+$50M$50M
LITELUMENTUM HLDGS INCNEW+62.8K62.8K+$44M$44M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

49 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1NVDANVIDIA CORPORATIONhistory →COM5.48%$10.6B61.04M
2GOOGLALPHABET INCCAP STK CL A · CAP STK CL C3.97%$7.7B26.87M
3AAPLAPPLE INChistory →COM3.29%$6.4B25.21M
4MSFTMICROSOFT CORPhistory →COM3.08%$6.0B16.15M
5AMZNAMAZON COM INChistory →COM2.60%$5.1B24.27M
6AVGOBROADCOM INChistory →COM1.52%$3.0B9.54M
7METAMETA PLATFORMS INChistory →CL A1.47%$2.9B4.99M
8MAMASTERCARD INCORPORATEDhistory →CL A1.38%$2.7B5.36M
9TSLATESLA INChistory →COM1.29%$2.5B6.76M
10TSMTAIWAN SEMICONDUCTOR MANUFAChistory →SPONSORED ADS1.10%$2.1B6.35M
11NFLXNETFLIX INC.history →COM0.96%$1.9B19.40M
12COSTCOSTCO WHOLESALE CORPORATIONhistory →COM0.93%$1.8B1.81M
13LLYELI LILLY & COhistory →COM0.87%$1.7B1.85M
14AMATAPPLIED MATLS INChistory →COM0.62%$1.2B3.54M
15JPMJPMORGAN CHASE & COhistory →COM0.57%$1.1B3.73M
16ADIANALOG DEVICES INChistory →COM0.52%$1.0B3.17M
17ISRGINTUITIVE SURGICAL INChistory →COM NEW0.50%$972M2.11M
18EXMOCEXXON MOBIL CORPhistory →COM0.46%$892M5.26M
19VRTVERTIV HOLDINGS COhistory →COM CL A0.43%$834M3.33M
20HWMHOWMET AEROSPACE INChistory →COM0.43%$829M3.60M
21NETCLOUDFLARE INChistory →CL A COM0.39%$748M3.63M
22MRSHMARSH & MCLENNAN COS INChistory →COM0.38%$734M4.23M
23ABBVABBVIE INChistory →COM0.37%$718M3.30M
24JNJJOHNSON & JOHNSONhistory →COM0.36%$703M2.88M
25LRCXLAM RESEARCH CORPhistory →COM NEW0.36%$701M3.28M
26APHAMPHENOL CORPhistory →CL A0.35%$671M5.31M
27MRKMERCK & CO INChistory →COM0.34%$667M5.55M
28PLTRPALANTIR TECHNOLOGIES INChistory →CL A0.32%$626M4.28M
29ALNYALNYLAM PHARMACEUTICALS INChistory →COM0.31%$596M1.80M
30NSCNORFOLK SOUTHN CORPhistory →COM0.30%$582M2.03M
31TJXTJX COS INC NEWhistory →COM0.30%$580M3.63M
32BACVERIZON COMMUNICATIONS INChistory →COM0.29%$555M11.05M
33GILDGILEAD SCIENCES INChistory →COM0.29%$555M3.98M
34MUMICRON TECHNOLOGY INChistory →COM0.29%$554M1.64M
35BDXBECTON DICKINSON & COhistory →COM0.28%$536M3.41M
36GEVGE VERNOVA INChistory →COM0.26%$508M581.6K
37MEDTRONIC PLCSHS0.25%$477M5.50M
38ORCLORACLE CORPhistory →COM0.25%$477M3.24M
39ASML HLDG NVN Y REGISTRY SHS0.24%$476M360.1K
40WMBWILLIAMS COS INChistory →COM0.24%$470M6.46M
41CATCATERPILLAR INChistory →COM0.24%$464M655.4K
42AMERICAN CENTY ETF TRUS EQT ETF0.24%$461M4.14M
43DDOGDATADOG INChistory →CL A COM0.23%$449M3.80M
44BKRBAKER HUGHES COMPANYhistory →CL A0.23%$444M7.27M
45PKGPACKAGING CORP AMERhistory →COM0.23%$439M2.07M
46CHVCHEVRON CORPORATIONhistory →COM0.22%$436M2.11M
47REGNREGENERON PHARMACEUTICALShistory →COM0.22%$434M562.1K
48WMTWALMART INChistory →COM0.22%$431M3.47M
49DUKDUKE ENERGY CORP NEWhistory →COM NEW0.22%$431M3.29M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$194.3B2,830May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$199.0B2,811Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$196.5B2,779Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$184.1B2,847Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$163.0B2,881May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$174.1B2,882Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$172.1B2,878Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$163.4B2,878Aug 7, 202413F-HRchanges · EDGAR ↗
Q1 2024$159.1B2,924May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$145.5B2,875Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023REVEALED$129.6B2,841Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$132.6B2,788Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$126.9B2,667May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$122.4B2,577Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$113.6B2,433Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$122.3B2,304Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$146.3B2,278May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$157.7B2,307Feb 7, 202213F-HRchanges · EDGAR ↗
Q3 2021$146.1B2,285Nov 10, 202113F-HRchanges · EDGAR ↗
Q2 2021$146.6B2,278Aug 5, 202113F-HRchanges · EDGAR ↗
Q1 2021$136.1B2,193May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$128.3B1,954Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$112.8B1,800Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$105.5B1,714Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$83.9B1,603May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$105.1B1,492Feb 12, 202013F-HRchanges · EDGAR ↗
Q3 2019$99.6B1,203Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$100.5B1,260Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$98.7B1,213May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$87.5B1,226Feb 13, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 3 additional managers.

  • NOMURA HOLDINGS INC028-10594
  • AMERICAN CENTURY INVESTMENT MANAGEMENT INC028-01091
  • NATIONAL MUTUAL FUNDS MANAGEMENT LTD028-23268

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.