American Century Companies Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), American Century Companies Inc. reported 2,801 stock positions worth $198.4 billion. Its top holding was Nvidia (NVDA) at 6.0% of the portfolio, followed by Microsoft (MSFT, 3.7%) and Apple (AAPL, 3.6%). Compared with Q3 2025, it opened 120 new positions, sold out of 91, added to 1,655 and reduced 945. The biggest buy was Amphenol Class A (APH, shares +143%) and the biggest sale Microsoft (MSFT, shares −3%).

Most Recent 13F
Q2 2026
Location
KANSAS CITY, MO
CIK
0000748054
Portfolio Value
$198.4B (Q4 2025)
SEC Filing
0000748054-26-000001 ↗ filed Feb 13, 2026

Holdings Value

0$50.0B$100.0B$150.0B$200.0B$250.0B Q1 2024: $158.7B Q1 2024 Q2 2024: $163.0B Q2 2024 Q3 2024: $171.6B Q3 2024 Q4 2024: $173.6B Q4 2024 Q1 2025: $162.6B Q1 2025 Q2 2025: $183.4B Q2 2025 Q3 2025: $195.9B Q3 2025 Q4 2025: $198.4B $198.4B Q4 2025 Q1 2026: $193.6B Q1 2026 Q2 2026: $225.6B Q2 2026

Holdings 2,801 stocks · $198.4B

NVDA Nvidia Corp. 5.95% 63,312,407 $11.8B Reduce -4.6%
MSFT Microsoft Corp. 3.69% 15,124,398 $7.3B Reduce -2.5%
AAPL Apple Inc. 3.57% 26,030,829 $7.1B Reduce -6.2%
AMZN Amazon.com Inc. 3.10% 26,600,380 $6.1B Reduce -1.8%
GOOGL Alphabet Inc. Class A 2.98% 18,892,292 $5.9B Reduce -6.3%
META Meta Platforms Inc. Class A 1.67% 5,033,058 $3.3B Reduce -7.2%
AVGO Broadcom Inc. 1.63% 9,352,989 $3.2B Add +9.8%
MA Mastercard Inc. Class A 1.58% 5,501,246 $3.1B Add +5.5%
TSLA Tesla Inc. 1.55% 6,857,575 $3.1B Reduce -1.6%
GOOG Alphabet Inc. Class C 1.55% 9,809,127 $3.1B Reduce -11.3%
TSM Taiwan Semiconductor-SP ADR 1.03% 6,735,211 $2.0B Add +3.9%
LLY Eli Lilly & Co. 1.01% 1,861,953 $2.0B Reduce -5.1%
NFLX Netflix Inc. 0.83% 17,512,671 $1.6B Add +2.5%
COST Costco Wholesale Corp. 0.76% 1,741,511 $1.5B Add +7.5%
JPM JPMorgan Chase & Co. 0.60% 3,707,319 $1.2B Reduce -9.2%
ISRG Intuitive Surgical Inc. 0.60% 2,103,449 $1.2B Add +4.8%
AMAT Applied Materials Inc. 0.47% 3,628,597 $932.5M Add +20.1%
ADI Analog Devices Inc. 0.45% 3,299,998 $895.0M Reduce -5.6%
ORCL Oracle Corp. 0.42% 4,275,358 $833.3M Reduce -18.4%
HWM Howmet Aerospace Inc. 0.41% 3,951,211 $810.1M Add +13.6%
ABBV Abbvie Inc. 0.40% 3,495,917 $798.8M Add +5.4%
APH Amphenol Corp. Class A 0.40% 5,833,175 $788.3M Add +143.4%
JNJ Johnson & Johnson 0.36% 3,495,161 $723.3M Reduce -22.0%
APP AppLovin Corp. Class A 0.34% 1,000,279 $674.0M Add +23.7%
XOM Exxon Mobil Corp. 0.32% 5,286,565 $636.2M Add +3.8%
PLTR Palantir Technologies Inc. Class A 0.32% 3,523,086 $626.2M Add +31.0%
NET Cloudflare Inc. Class A 0.32% 3,174,409 $625.8M Add +8.3%
BDX Becton Dickinson and Co. 0.31% 3,129,651 $607.4M Reduce -3.8%
FICO Fair Isaac Corp. 0.30% 351,273 $593.9M Add +4.6%
ALNY Alnylam Pharmaceuticals Inc. 0.30% 1,485,161 $590.6M Reduce -9.5%
SNOW Snowflake Inc. 0.30% 2,680,788 $588.1M Add +27.4%
NSC Norfolk Southern Corp. 0.30% 2,028,929 $585.8M Reduce -5.8%
MRK Merck & Co. Inc. 0.28% 5,368,610 $565.1M Add +17.7%
ZS Zscaler Inc. 0.27% 2,401,772 $540.2M Reduce -0.7%
VZ Verizon Communications Inc. 0.27% 13,059,335 $531.9M Add +0.6%
GILD Gilead Sciences Inc. 0.27% 4,293,884 $527.0M Add +12.8%
VRT Vertiv Holdings Co. Class A 0.26% 3,195,264 $517.7M Reduce -6.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.26% 3,348,511 $514.4M Reduce -6.5%
DDOG Datadog Inc. Class A 0.25% 3,648,860 $496.2M Reduce -1.5%
AXP American Express Co. 0.25% 1,338,389 $495.1M Add +20.6%
TFC Truist Financial Corp. 0.25% 9,921,542 $488.2M Reduce -13.8%
BABA Alibaba Group Holding-SP ADR 0.24% 3,293,118 $482.7M Add +10.2%
EPD Enterprise Products Partners 0.24% 14,855,077 $476.3M Reduce -13.0%
USB US Bancorp 0.24% 8,888,512 $474.3M Reduce -14.9%
MDT Medtronic PLC 0.24% 4,854,208 $466.3M Reduce -16.4%
SPGI S&P Global Inc. 0.23% 886,577 $463.3M Add +18.4%
KVUE Kenvue Inc. 0.23% 26,737,523 $461.2M Reduce -27.8%
PODD Insulet Corp. 0.23% 1,584,424 $450.4M Add +12.6%
PKG Packaging Corp. of America 0.22% 2,156,474 $444.7M Add +12.1%
ZBH Zimmer Biomet Holdings Inc. 0.22% 4,915,237 $442.0M Reduce -5.0%
BSX Boston Scientific Corp. 0.22% 4,602,194 $438.8M Add +15.1%
LRCX Lam Research Corp. 0.22% 2,545,199 $435.7M Reduce -4.1%
MRSH Marsh & McLennan Cos 0.22% 2,330,508 $432.4M Add +84.9%
WFC Wells Fargo & Co. 0.22% 4,629,560 $431.5M Add +42.3%
CRM Salesforce Inc. 0.22% 1,625,520 $430.6M Reduce -35.9%
PEP Pepsico Inc. 0.22% 2,997,509 $430.2M Reduce -2.1%
AVUS Avantis U.S. Equity ETF 0.21% 3,810,384 $425.9M Add +6.7%
REGN Regeneron Pharmaceuticals 0.21% 551,487 $425.7M Reduce -16.5%
IDXX Idexx Laboratories Inc. 0.21% 628,934 $425.5M Reduce -10.8%
MU Micron Technology Inc. 0.21% 1,489,962 $425.3M Add +14.6%
WMB Williams Cos Inc. 0.21% 6,835,433 $410.9M Add +0.8%
RGA Reinsurance Group of America 0.21% 2,008,722 $408.7M Reduce -15.2%
WMT Walmart Inc. 0.21% 3,653,065 $407.0M Add +58.7%
CDNS Cadence Design SYS Inc. 0.20% 1,296,275 $405.2M Reduce -4.3%
VRTX Vertex Pharmaceuticals Inc. 0.19% 848,639 $384.7M Add +88.9%
BKR Baker Hughes Co. 0.19% 8,427,166 $383.8M Add +36.8%
CMI Cummins Inc. 0.19% 747,492 $381.6M Reduce -11.1%
CSX CSX Corp. 0.19% 10,523,058 $381.5M Reduce -4.0%
IBKR Interactive Brokers Gro Class A 0.19% 5,762,860 $370.6M Reduce -3.2%
KMB Kimberly-Clark Corp. 0.19% 3,660,079 $369.3M Add +44.4%
NOW ServiceNow Inc. 0.19% 2,403,443 $368.2M Add +9.1%
KLAC KLA Corp. 0.19% 302,526 $367.6M Add +33.7%
CAT Caterpillar Inc. 0.18% 638,692 $365.9M Reduce -13.1%
DUK Duke Energy Corp. 0.18% 3,117,610 $365.4M Reduce -4.9%
CSCO Cisco Systems Inc. 0.18% 4,736,492 $364.9M Reduce -10.9%
ECL Ecolab Inc. 0.18% 1,367,552 $359.0M Reduce -0.8%
GEV GE Vernova Inc. 0.18% 547,252 $357.7M Reduce -6.4%
BKNG Booking Holdings Inc. 0.18% 66,659 $357.0M Reduce -7.1%
SYK Stryker Corp. 0.18% 1,014,226 $356.5M Add +10.3%
TRP TC Energy Corp. 0.18% 6,409,464 $352.9M Reduce -1.3%
RCL Royal Caribbean Cruises Ltd. 0.18% 1,258,758 $351.1M Add +2.8%
LNG Cheniere Energy Inc. 0.18% 1,794,793 $348.9M Add +1.0%
DHR Danaher Corp. 0.18% 1,523,056 $348.7M Add +40.6%
FIVE Five Below 0.17% 1,839,115 $346.4M Reduce -1.8%
LOW Lowe's Cos Inc. 0.17% 1,435,506 $346.2M Add +32.6%
CVX Chevron Corp. 0.17% 2,269,738 $345.9M Reduce -12.2%
MDLZ Mondelez International Inc. Class A 0.17% 6,424,021 $345.8M Add +12.1%
AMT American Tower Corp. 0.17% 1,966,208 $345.2M Add +3.9%
AVDE Avantis International Equity 0.17% 4,156,983 $342.2M Add +13.2%
LHX L3HARRIS Technologies Inc. 0.17% 1,150,707 $337.8M Add +112.8%
PGR Progressive Corp. 0.17% 1,442,580 $328.5M Add +2.8%
UNH Unitedhealth Group Inc. 0.16% 978,728 $323.1M Reduce -4.6%
SPOT Spotify Technology SA 0.16% 547,459 $317.9M Add +3.4%
AZN Astrazeneca PLC-Spons ADR 0.16% 3,442,805 $316.5M Add +57.4%
JCI Johnson Controls Internation 0.16% 2,632,497 $315.2M Add +5.5%
DT Dynatrace Inc. 0.16% 7,269,493 $315.1M Reduce -8.2%
CMG Chipotle Mexican Grill Inc. 0.16% 8,368,257 $309.6M Reduce -23.7%
NTRS Northern Trust Corp. 0.16% 2,262,302 $309.0M Reduce -10.5%
ASND Ascendis Pharma A/S 0.16% 1,443,141 $307.7M Add +165.0%
ANET Arista Networks Inc. 0.15% 2,347,212 $307.6M Add +2.7%

Show all 2,801 holdings

Other holdings (10): bonds, preferreds, convertibles and warrants · $602.0M (not counted above)
SecurityClassShares / PrincipalValueChange
MICROCHIP TECHNOLOGY INC (MCHP 0.75 06/01/30) NOTE 0.750% 6/0 · principal 99,999,999$185.0MNo change
ON SEMICONDUCTOR CORP (ON 0.5 03/01/29) NOTE 0.500% 3/0 · principal 99,999,999$99.4MNo change
ENVISTA HOLDINGS CORP (NVST 1.75 08/15/28) NOTE 1.750% 8/1 · principal 92,882,000$89.4MReduce -0.7%
CRACKER BARREL OLD COUNT (CBRL 0.625 06/15/26) NOTE 0.625% 6/1 · principal 75,482,000$73.4MReduce -0.8%
NEXTERA ENERGY INC (NEE 7.299 06/01/27) UNIT 06/01/2027 1,078,107$55.7MReduce -0.6%
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 42,977$53.8MReduce -0.4%
DUKE ENERGY CORP (DUK 4.125 04/15/26) NOTE 4.125% 4/1 · principal 21,792,000$22.5MAdd +0.5%
WEC ENERGY GROUP INC (WEC 4.375 06/01/27) NOTE 4.375% 6/0 · principal 19,645,000$22.2MReduce -2.3%
OPENW Opendoor Technologies Inc.-26 *W EXP 11/20/202 482,847$435KAdd +31.7%
GENVR Gen Digital Inc. - CVR RIGHT 99/99/9999 54,904$242KNo change

Total filed on the 13F, all lines: $199.0B.

Portfolio Sells Q3 2025 → Q4 2025

MSFT Microsoft Corp. Reduce -2.5% 3.69% −0.41
NVDA Nvidia Corp. Reduce -4.6% 5.95% −0.37
META Meta Platforms Inc. Class A Reduce -7.2% 1.67% −0.36
ORCL Oracle Corp. Reduce -18.4% 0.42% −0.33
V Visa Inc. Class A Reduce -64.5% 0.13% −0.24
UBER Uber Technologies Inc. Reduce -44.2% 0.12% −0.14
GFL GFL Environmental Inc.-Sub VT Reduce -83.4% 0.02% −0.12
T AT&T Inc. Reduce -61.5% 0.05% −0.10
MSCI MSCI Inc. Reduce -45.1% 0.12% −0.10
ZS Zscaler Inc. Reduce -0.7% 0.27% −0.10
ROP Roper Technologies Inc. Reduce -82.8% 0.02% −0.10
WDAY Workday Inc. Class A Reduce -51.1% 0.07% −0.09
CRM Salesforce Inc. Reduce -35.9% 0.22% −0.09
MELI MercadoLibre Inc. Reduce -56.0% 0.05% −0.09
LRN Stride Inc. Reduce -65.5% 0.01% −0.09
ALNY Alnylam Pharmaceuticals Inc. Reduce -9.5% 0.30% −0.08
VICI Vici Properties Inc. Reduce -65.6% 0.03% −0.08
ADP Automatic Data Processing Reduce -55.7% 0.05% −0.08
ABT Abbott Laboratories Reduce -71.5% 0.03% −0.08
KVUE Kenvue Inc. Reduce -27.8% 0.23% −0.07
MANH Manhattan Associates Inc. Reduce -92.5% 0.00% −0.07
DOCU Docusign Inc. Reduce -41.5% 0.08% −0.07
SHOP Shopify Inc. Class A Reduce -46.4% 0.09% −0.06
CMG Chipotle Mexican Grill Inc. Reduce -23.7% 0.16% −0.06
RACE Ferrari NV Reduce -48.3% 0.04% −0.06
JNJ Johnson & Johnson Reduce -22.0% 0.36% −0.06
ECHO Echostar Corp. Class A Reduce -95.3% 0.00% −0.06
GWRE Guidewire Software Inc. Reduce -94.7% 0.00% −0.06
OXY Occidental Petroleum Corp. Reduce -55.2% 0.04% −0.06
CPRT Copart Inc. Reduce -51.4% 0.04% −0.06
PNC PNC Financial Services Group Reduce -56.4% 0.04% −0.06
SNPS Synopsys Inc. Reduce -22.4% 0.15% −0.06
JPM JPMorgan Chase & Co. Reduce -9.2% 0.60% −0.05
CRH CRH PLC Reduce -35.0% 0.10% −0.05
GPK Graphic Packaging Holding Co. Reduce -1.1% 0.15% −0.05
FNB FNB Corp. Reduce -70.5% 0.02% −0.05
WING Wingstop Inc. Reduce -21.1% 0.14% −0.05
MDT Medtronic PLC Reduce -16.4% 0.24% −0.05
PREMIER INC-CLASS A Sold out 0.00% −0.05
CPNG Coupang Inc. Reduce -42.0% 0.03% −0.05
EL Estee Lauder Companies Class A Reduce -39.5% 0.11% −0.04
EQIX Equinix Inc. Reduce -37.8% 0.06% −0.04
MARA Mara Holdings Inc. Reduce -94.7% 0.00% −0.04
VRSK Verisk Analytics Inc. Reduce -66.2% 0.02% −0.04
PM Philip Morris International Reduce -97.3% 0.00% −0.04
AAPL Apple Inc. Reduce -6.2% 3.57% −0.04
CDNS Cadence Design SYS Inc. Reduce -4.3% 0.20% −0.04
STRL Sterling Infrastructure Inc. Reduce -25.8% 0.07% −0.04
ZBH Zimmer Biomet Holdings Inc. Reduce -5.0% 0.22% −0.04
DT Dynatrace Inc. Reduce -8.2% 0.16% −0.04

Portfolio Buys Q3 2025 → Q4 2025

APH Amphenol Corp. Class A Add +143.4% 0.40% +0.25
AVGO Broadcom Inc. Add +9.8% 1.63% +0.20
AMAT Applied Materials Inc. Add +20.1% 0.47% +0.15
ISRG Intuitive Surgical Inc. Add +4.8% 0.60% +0.14
TSM Taiwan Semiconductor-SP ADR Add +3.9% 1.03% +0.11
SYY Sysco Corp. Add +337.1% 0.14% +0.11
VRTX Vertex Pharmaceuticals Inc. Add +88.9% 0.19% +0.10
MU Micron Technology Inc. Add +14.6% 0.21% +0.10
ASML ASML Holding NV-NY Reg SHS Add +191.9% 0.15% +0.10
ASND Ascendis Pharma A/S Add +165.0% 0.16% +0.10
MRK Merck & Co. Inc. Add +17.7% 0.28% +0.09
MRSH Marsh & McLennan Cos Add +84.9% 0.22% +0.09
LHX L3HARRIS Technologies Inc. Add +112.8% 0.17% +0.09
WMT Walmart Inc. Add +58.7% 0.21% +0.08
EXPE Expedia Group Inc. Add +78.9% 0.14% +0.08
WFC Wells Fargo & Co. Add +42.3% 0.22% +0.08
AZN Astrazeneca PLC-Spons ADR Add +57.4% 0.16% +0.07
MA Mastercard Inc. Class A Add +5.5% 1.58% +0.07
DHR Danaher Corp. Add +40.6% 0.18% +0.07
PLTR Palantir Technologies Inc. Class A Add +31.0% 0.32% +0.07
CEG Constellation Energy Add +302.5% 0.09% +0.07
AXP American Express Co. Add +20.6% 0.25% +0.06
KLAC KLA Corp. Add +33.7% 0.19% +0.06
HWM Howmet Aerospace Inc. Add +13.6% 0.41% +0.06
AMRZ Amrize Ltd. New 0.06% +0.06
ICLR Icon PLC Add +142.9% 0.10% +0.06
COP Conocophillips Add +63.3% 0.15% +0.06
SNOW Snowflake Inc. Add +27.4% 0.30% +0.05
PANW Palo Alto Networks Inc. Add +94.3% 0.12% +0.05
GILD Gilead Sciences Inc. Add +12.8% 0.27% +0.05
TSCO Tractor Supply Company Add +78.1% 0.14% +0.05
SPGI S&P Global Inc. Add +18.4% 0.23% +0.05
APP AppLovin Corp. Class A Add +23.7% 0.34% +0.04
FICO Fair Isaac Corp. Add +4.6% 0.30% +0.04
TMO Thermo Fisher Scientific Inc. Add +36.1% 0.11% +0.04
BKR Baker Hughes Co. Add +36.8% 0.19% +0.04
RKLB Rocket Lab Corp. Add +26.5% 0.09% +0.04
ATRO Astronics Corp. Add +227.3% 0.05% +0.04
LOW Lowe's Cos Inc. Add +32.6% 0.17% +0.04
NOVT Novanta Inc. New 0.04% +0.04
COHR Coherent Corp. Add +6737.2% 0.04% +0.04
ANF Abercrombie & Fitch Co. Class A Add +15.7% 0.09% +0.04
ATI Ati Inc. Add +15.7% 0.09% +0.03
PLXS Plexus Corp. Add +41.4% 0.12% +0.03
AEO American Eagle Outfitters Add +3.9% 0.09% +0.03
EMBJ Embraer SA-Spon ADR Add +35.7% 0.11% +0.03
MKSI MKS Inc. Add +18521.3% 0.03% +0.03
GS Goldman Sachs Group Inc. Add +33.5% 0.10% +0.03
VSXY Victoria's Secret & Co. Add +94.9% 0.04% +0.03
AME Ametek Inc. Add +54.7% 0.08% +0.03

Notes & Other Activity Q3 2025 → Q4 2025

ENVISTA HOLDINGS CORP (NVST 1.75 08/15/28) NOTE 1.750% 8/1 · principal Reduce -0.7% 92,882,000 $89.4M
CRACKER BARREL OLD COUNT (CBRL 0.625 06/15/26) NOTE 0.625% 6/1 · principal Reduce -0.8% 75,482,000 $73.4M
NEXTERA ENERGY INC (NEE 7.299 06/01/27) UNIT 06/01/2027 Reduce -0.6% 1,078,107 $55.7M
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L Reduce -0.4% 42,977 $53.8M
DUKE ENERGY CORP (DUK 4.125 04/15/26) NOTE 4.125% 4/1 · principal Add +0.5% 21,792,000 $22.5M
WEC ENERGY GROUP INC (WEC 4.375 06/01/27) NOTE 4.375% 6/0 · principal Reduce -2.3% 19,645,000 $22.2M
OPENW Opendoor Technologies Inc.-26 *W EXP 11/20/202 Add +31.7% 482,847 $435K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2,873$225.6BNVDA, GOOGL, AMZN, AAPL, MSFT
Q1 2026 2,819$193.6BNVDA, AAPL, MSFT, AMZN, GOOGL
Q4 2025 2,801$198.4BNVDA, MSFT, AAPL, AMZN, GOOGL
Q3 2025 2,770$195.9BNVDA, MSFT, AAPL, AMZN, GOOGL
Q2 2025 2,759$183.4BNVDA, MSFT, AMZN, AAPL, META
Q1 2025 2,800$162.6BNVDA, AAPL, MSFT, AMZN, META
Q4 2024 2,794$173.6BNVDA, AAPL, MSFT, AMZN, GOOGL
Q3 2024 2,788$171.6BNVDA, AAPL, MSFT, AMZN, GOOGL
Q2 2024 2,798$163.0BNVDA, MSFT, AAPL, AMZN, GOOGL
Q1 2024 2,838$158.7BMSFT, NVDA, AAPL, AMZN, GOOGL