American Century Companies Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), American Century Companies Inc. reported 2,819 stock positions worth $193.6 billion. Its top holding was Nvidia (NVDA) at 5.5% of the portfolio, followed by Apple (AAPL, 3.3%) and Microsoft (MSFT, 3.1%). Compared with Q4 2025, it opened 133 new positions, sold out of 116, added to 1,601 and reduced 1,038. The biggest buy was Costco Wholesale (COST, shares +4%) and the biggest sale Amazon.com (AMZN, shares −9%).

Most Recent 13F
Q2 2026
Location
KANSAS CITY, MO
CIK
0000748054
Portfolio Value
$193.6B (Q1 2026)
SEC Filing
0000748054-26-000002 ↗ filed May 15, 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 Q4 2025 Q1 2026: $193.6B $193.6B Q1 2026 Q2 2026: $225.6B Q2 2026

Holdings 2,819 stocks · $193.6B

NVDA Nvidia Corp. 5.50% 61,043,097 $10.6B Reduce -3.6%
AAPL Apple Inc. 3.31% 25,211,083 $6.4B Reduce -3.1%
MSFT Microsoft Corp. 3.09% 16,151,639 $6.0B Add +6.8%
AMZN Amazon.com Inc. 2.61% 24,268,620 $5.1B Reduce -8.8%
GOOGL Alphabet Inc. Class A 2.60% 17,490,949 $5.0B Reduce -7.4%
AVGO Broadcom Inc. 1.53% 9,541,206 $3.0B Add +2.0%
META Meta Platforms Inc. Class A 1.48% 4,992,476 $2.9B Reduce -0.8%
GOOG Alphabet Inc. Class C 1.39% 9,380,500 $2.7B Reduce -4.4%
MA Mastercard Inc. Class A 1.38% 5,361,694 $2.7B Reduce -2.5%
TSLA Tesla Inc. 1.30% 6,762,692 $2.5B Reduce -1.4%
TSM Taiwan Semiconductor-SP ADR 1.11% 6,348,986 $2.1B Reduce -5.7%
NFLX Netflix Inc. 0.96% 19,401,508 $1.9B Add +10.8%
COST Costco Wholesale Corp. 0.93% 1,806,389 $1.8B Add +3.7%
LLY Eli Lilly & Co. 0.88% 1,845,922 $1.7B Reduce -0.9%
AMAT Applied Materials Inc. 0.63% 3,543,844 $1.2B Reduce -2.3%
JPM JPMorgan Chase & Co. 0.57% 3,731,520 $1.1B Add +0.7%
ADI Analog Devices Inc. 0.52% 3,167,395 $1.0B Reduce -4.0%
ISRG Intuitive Surgical Inc. 0.50% 2,109,524 $972.5M Add +0.3%
XOM Exxon Mobil Corp. 0.46% 5,256,636 $891.8M Reduce -0.6%
VRT Vertiv Holdings Co. Class A 0.43% 3,326,325 $833.5M Add +4.1%
HWM Howmet Aerospace Inc. 0.43% 3,599,070 $829.4M Reduce -8.9%
NET Cloudflare Inc. Class A 0.39% 3,627,255 $748.4M Add +14.3%
MRSH Marsh & McLennan Cos 0.38% 4,234,327 $734.4M Add +81.7%
ABBV Abbvie Inc. 0.37% 3,299,346 $717.6M Reduce -5.6%
JNJ Johnson & Johnson 0.36% 2,877,878 $703.5M Reduce -17.7%
LRCX Lam Research Corp. 0.36% 3,282,745 $701.4M Add +29.0%
APH Amphenol Corp. Class A 0.35% 5,307,856 $670.6M Reduce -9.0%
MRK Merck & Co. Inc. 0.34% 5,547,858 $667.4M Add +3.3%
PLTR Palantir Technologies Inc. Class A 0.32% 4,280,120 $626.1M Add +21.5%
ALNY Alnylam Pharmaceuticals Inc. 0.31% 1,802,363 $596.3M Add +21.4%
NSC Norfolk Southern Corp. 0.30% 2,028,936 $582.3M Add +0.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.30% 3,632,947 $580.2M Add +8.5%
VZ Verizon Communications Inc. 0.29% 11,053,143 $554.9M Reduce -15.4%
GILD Gilead Sciences Inc. 0.29% 3,978,823 $554.5M Reduce -7.3%
MU Micron Technology Inc. 0.29% 1,639,439 $553.9M Add +10.0%
BDX Becton Dickinson and Co. 0.28% 3,405,917 $535.5M Add +8.8%
GEV GE Vernova Inc. 0.26% 581,605 $507.7M Add +6.3%
MDT Medtronic PLC 0.25% 5,504,355 $477.0M Add +13.4%
ORCL Oracle Corp. 0.25% 3,239,249 $476.5M Reduce -24.2%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.25% 360,140 $475.7M Add +33.3%
WMB Williams Cos Inc. 0.24% 6,456,552 $469.9M Reduce -5.5%
CAT Caterpillar Inc. 0.24% 655,375 $464.3M Add +2.6%
AVUS Avantis U.S. Equity ETF 0.24% 4,143,011 $460.6M Add +8.7%
DDOG Datadog Inc. Class A 0.23% 3,804,623 $449.1M Add +4.3%
BKR Baker Hughes Co. 0.23% 7,274,970 $444.1M Reduce -13.7%
PKG Packaging Corp. of America 0.23% 2,066,537 $438.6M Reduce -4.2%
CVX Chevron Corp. 0.23% 2,109,310 $436.4M Reduce -7.1%
REGN Regeneron Pharmaceuticals 0.22% 562,097 $434.3M Add +1.9%
WMT Walmart Inc. 0.22% 3,468,512 $431.1M Reduce -5.0%
DUK Duke Energy Corp. 0.22% 3,291,616 $431.0M Add +5.6%
EPD Enterprise Products Partners 0.22% 11,384,591 $430.8M Reduce -23.4%
CSX CSX Corp. 0.22% 10,470,014 $429.8M Reduce -0.5%
PEP Pepsico Inc. 0.22% 2,761,672 $428.9M Reduce -7.9%
KMB Kimberly-Clark Corp. 0.22% 4,434,240 $427.8M Add +21.1%
AVDE Avantis International Equity 0.22% 5,027,310 $426.5M Add +20.9%
FIVE Five Below 0.21% 1,817,317 $415.2M Reduce -1.2%
LNG Cheniere Energy Inc. 0.21% 1,456,864 $413.4M Reduce -18.8%
TFC Truist Financial Corp. 0.21% 8,934,302 $410.7M Reduce -9.9%
KLAC KLA Corp. 0.21% 274,227 $403.8M Reduce -9.3%
SNOW Snowflake Inc. 0.20% 2,630,847 $396.8M Reduce -1.9%
APP AppLovin Corp. Class A 0.20% 991,256 $394.5M Reduce -0.9%
USB US Bancorp 0.20% 7,582,652 $394.4M Reduce -14.7%
IBKR Interactive Brokers Gro Class A 0.20% 5,744,408 $385.3M Reduce -0.3%
RGA Reinsurance Group of America 0.19% 1,825,382 $372.7M Reduce -9.1%
VRTX Vertex Pharmaceuticals Inc. 0.19% 813,285 $363.2M Reduce -4.2%
AXP American Express Co. 0.19% 1,199,259 $362.8M Reduce -10.4%
ZBH Zimmer Biomet Holdings Inc. 0.19% 3,963,206 $358.4M Reduce -19.4%
TRP TC Energy Corp. 0.18% 5,706,795 $357.4M Reduce -11.0%
CSCO Cisco Systems Inc. 0.18% 4,601,323 $357.0M Reduce -2.9%
AZN Astrazeneca PLC 0.18% 1,807,026 $356.4M Add +5.0%
WFC Wells Fargo & Co. 0.18% 4,475,373 $356.3M Reduce -3.3%
TSCO Tractor Supply Company 0.18% 7,696,431 $348.6M Add +41.5%
LHX L3HARRIS Technologies Inc. 0.18% 1,001,909 $345.8M Reduce -12.9%
BABA Alibaba Group Holding-SP ADR 0.18% 2,733,233 $342.9M Reduce -17.0%
CDNS Cadence Design SYS Inc. 0.18% 1,228,875 $341.5M Reduce -5.2%
MDLZ Mondelez International Inc. Class A 0.18% 5,891,070 $339.6M Reduce -8.3%
IDXX Idexx Laboratories Inc. 0.17% 599,931 $337.1M Reduce -4.6%
ZS Zscaler Inc. 0.17% 2,384,425 $334.5M Reduce -0.7%
PODD Insulet Corp. 0.17% 1,591,410 $333.9M Add +0.4%
MGY Magnolia Oil & Gas Corp. Class A 0.17% 10,509,240 $331.8M Reduce -4.7%
FANG Diamondback Energy Inc. 0.17% 1,672,265 $330.8M Add +10.4%
RCL Royal Caribbean Cruises Ltd. 0.17% 1,189,823 $327.4M Reduce -5.5%
LOW Lowe's Cos Inc. 0.17% 1,378,890 $325.8M Reduce -3.9%
ASND Ascendis Pharma A/S 0.17% 1,397,119 $319.6M Reduce -3.2%
PLXS Plexus Corp. 0.16% 1,562,431 $316.5M Add +0.1%
ECL Ecolab Inc. 0.16% 1,182,558 $314.6M Reduce -13.5%
ALL Allstate Corp. 0.16% 1,504,460 $311.9M Add +18.4%
WAB Wabtec Corp. 0.16% 1,225,538 $306.3M Add +5.8%
CBSH Commerce Bancshares Inc. 0.16% 6,223,791 $306.2M Add +31.4%
TRGP Targa Resources Corp. 0.16% 1,205,349 $302.2M Add +2.7%
PGR Progressive Corp. 0.15% 1,505,424 $298.4M Add +4.4%
SPOT Spotify Technology SA 0.15% 614,274 $297.9M Add +12.2%
SYK Stryker Corp. 0.15% 903,681 $296.9M Reduce -10.9%
TGT Target Corp. 0.15% 2,446,213 $296.5M Add +67.7%
OGS One Gas Inc. 0.15% 3,375,393 $290.7M Reduce -3.6%
BLK BlackRock Inc. 0.15% 298,551 $287.1M Add +7.5%
UNP Union Pacific Corp. 0.15% 1,177,750 $285.7M Add +8.5%
GE General Electric filed as GE AEROSPACE 0.15% 1,003,831 $284.9M Add +7.3%
JCI Johnson Controls Internation 0.15% 2,169,155 $284.1M Reduce -17.6%
COP Conocophillips 0.15% 2,147,652 $283.5M Reduce -31.2%

Show all 2,819 holdings

Other holdings (11): bonds, preferreds, convertibles and warrants · $679.5M (not counted above)
SecurityClassShares / PrincipalValueChange
MICROCHIP TECHNOLOGY INC (MCHP 0.75 06/01/30) NOTE 0.750% 6/0 · principal 99,999,999$184.3MNo change
ON SEMICONDUCTOR CORP (ON 0.5 03/01/29) NOTE 0.500% 3/0 · principal 99,999,999$102.3MNo change
ENVISTA HOLDINGS CORP (NVST 1.75 08/15/28) NOTE 1.750% 8/1 · principal 93,838,000$93.4MAdd +1.0%
CRACKER BARREL OLD COUNT (CBRL 0.625 06/15/26) NOTE 0.625% 6/1 · principal 74,983,000$73.5MReduce -0.7%
NEXTERA ENERGY INC (NEE 7.299 06/01/27) UNIT 06/01/2027 1,080,204$61.1MAdd +0.2%
AKAMAI TECHNOLOGIES INC (AKAM 1.125 02/15/29) NOTE 1.125% 2/1 · principal 52,453,000$60.0MNew
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 43,094$51.4MAdd +0.3%
WEC ENERGY GROUP INC (WEC 4.375 06/01/27) NOTE 4.375% 6/0 · principal 22,562,000$27.2MAdd +14.8%
DUKE ENERGY CORP (DUK 4.125 04/15/26) NOTE 4.125% 4/1 · principal 23,412,000$25.8MAdd +7.4%
OPENW Opendoor Technologies Inc.-26 *W EXP 11/20/202 482,614$293KReduce -0.1%
GENVR Gen Digital Inc. - CVR RIGHT 99/99/9999 54,904$27KNo change

Total filed on the 13F, all lines: $194.3B.

Portfolio Sells Q4 2025 → Q1 2026

AMZN Amazon.com Inc. Reduce -8.8% 2.61% −0.48
NVDA Nvidia Corp. Reduce -3.6% 5.50% −0.45
GOOGL Alphabet Inc. Class A Reduce -7.4% 2.60% −0.38
AAPL Apple Inc. Reduce -3.1% 3.31% −0.26
TSLA Tesla Inc. Reduce -1.4% 1.30% −0.26
META Meta Platforms Inc. Class A Reduce -0.8% 1.48% −0.20
MA Mastercard Inc. Class A Reduce -2.5% 1.38% −0.20
ORCL Oracle Corp. Reduce -24.2% 0.25% −0.17
GOOG Alphabet Inc. Class C Reduce -4.4% 1.39% −0.16
FICO Fair Isaac Corp. Reduce -26.3% 0.14% −0.16
CRM Salesforce Inc. Reduce -57.7% 0.07% −0.15
KVUE Kenvue Inc. Reduce -64.3% 0.09% −0.15
BSX Boston Scientific Corp. Reduce -43.1% 0.08% −0.14
APP AppLovin Corp. Class A Reduce -0.9% 0.20% −0.14
LLY Eli Lilly & Co. Reduce -0.9% 0.88% −0.13
SPGI S&P Global Inc. Reduce -42.2% 0.11% −0.12
ARES Ares Management Corp. Class A Reduce -69.5% 0.03% −0.12
GPK Graphic Packaging Holding Co. Reduce -59.5% 0.04% −0.11
ZS Zscaler Inc. Reduce -0.7% 0.17% −0.10
ICLR Icon PLC Sold out 0.00% −0.10
SNOW Snowflake Inc. Reduce -1.9% 0.20% −0.09
BKNG Booking Holdings Inc. Reduce -27.8% 0.10% −0.08
NGD New Gold Inc. Sold out 0.00% −0.08
EL Estee Lauder Companies Class A Reduce -52.4% 0.04% −0.07
DT Dynatrace Inc. Reduce -35.7% 0.09% −0.07
CRH CRH PLC Reduce -58.8% 0.04% −0.07
BABA Alibaba Group Holding-SP ADR Reduce -17.0% 0.18% −0.07
ANET Arista Networks Inc. Reduce -38.6% 0.09% −0.06
EXPE Expedia Group Inc. Reduce -34.4% 0.08% −0.06
AXP American Express Co. Reduce -10.4% 0.19% −0.06
WBS Webster Financial Corp. Reduce -94.1% 0.00% −0.06
NOW ServiceNow Inc. Reduce -2.0% 0.13% −0.06
GEHC GE Healthcare Technology Reduce -37.3% 0.07% −0.05
AMT American Tower Corp. Reduce -31.4% 0.12% −0.05
WDAY Workday Inc. Class A Reduce -60.7% 0.02% −0.05
VST Vistra Corp. Reduce -35.9% 0.08% −0.05
TKR Timken Co. Reduce -51.6% 0.07% −0.05
APH Amphenol Corp. Class A Reduce -9.0% 0.35% −0.05
OMC Omnicom Group Reduce -97.2% 0.00% −0.05
AWK American Water Works Co. Inc. Reduce -99.1% 0.00% −0.05
CMC Commercial Metals Co. Reduce -66.0% 0.02% −0.05
WING Wingstop Inc. Reduce -1.5% 0.09% −0.05
D Dominion Energy Inc. Reduce -44.3% 0.07% −0.05
HRI Herc Holdings Inc. Reduce -30.7% 0.04% −0.05
CMI Cummins Inc. Reduce -29.6% 0.15% −0.05
DHR Danaher Corp. Reduce -12.9% 0.13% −0.05
LEU Centrus Energy Corp. Class A Reduce -57.7% 0.02% −0.05
NDAQ Nasdaq Inc. Reduce -26.2% 0.09% −0.04
VEEV Veeva Systems Inc. Class A Reduce -72.8% 0.01% −0.04
F Ford Motor Co. Reduce -60.4% 0.02% −0.04

Portfolio Buys Q4 2025 → Q1 2026

COST Costco Wholesale Corp. Add +3.7% 0.93% +0.17
VRT Vertiv Holdings Co. Class A Add +4.1% 0.43% +0.17
MRSH Marsh & McLennan Cos Add +81.7% 0.38% +0.16
LRCX Lam Research Corp. Add +29.0% 0.36% +0.14
NFLX Netflix Inc. Add +10.8% 0.96% +0.14
HON Honeywell International Inc. Add +353.0% 0.14% +0.11
ASML ASML Holding NV-NY Reg SHS Add +33.3% 0.25% +0.10
SM SM Energy Co. Add +88.4% 0.14% +0.10
OC Owens Corning Add +549.5% 0.11% +0.10
PWR Quanta Services Inc. Add +208.8% 0.12% +0.09
FN Fabrinet Add +179.8% 0.13% +0.09
PL Planet Labs PBC Add +7134.3% 0.08% +0.08
GEV GE Vernova Inc. Add +6.3% 0.26% +0.08
TGT Target Corp. Add +67.7% 0.15% +0.08
CDE Coeur Mining Inc. Add +586.1% 0.09% +0.08
CIEN Ciena Corp. Add +112.0% 0.11% +0.08
MUR Murphy Oil Corp. Add +59.9% 0.14% +0.08
MU Micron Technology Inc. Add +10.0% 0.29% +0.07
AMP Ameriprise Financial Inc. Add +117.8% 0.14% +0.07
NET Cloudflare Inc. Class A Add +14.3% 0.39% +0.07
SUNB Sunbelt Rentals Holdings Inc. New 0.07% +0.07
CL Colgate-Palmolive Co. Add +146.7% 0.10% +0.06
INSM Insmed Inc. Add +400.2% 0.08% +0.06
MRK Merck & Co. Inc. Add +3.3% 0.34% +0.06
PSX Phillips 66 Add +489.6% 0.06% +0.06
FANG Diamondback Energy Inc. Add +10.4% 0.17% +0.06
CAT Caterpillar Inc. Add +2.6% 0.24% +0.06
VSAT Viasat Inc. Add +23.9% 0.14% +0.06
VIK Viking Holdings Ltd. Add +117.6% 0.09% +0.05
SLB SLB Ltd. Add +54.0% 0.10% +0.05
AVDE Avantis International Equity Add +20.9% 0.22% +0.05
PLXS Plexus Corp. Add +0.1% 0.16% +0.05
NE Noble Corp. PLC Add +8.3% 0.10% +0.05
LBRT Liberty Energy Inc. Add +6.6% 0.11% +0.05
AMRZ Amrize Ltd. Add +69.2% 0.11% +0.05
TRGP Targa Resources Corp. Add +2.7% 0.16% +0.05
VAL Valaris Ltd. Add +9.5% 0.08% +0.05
MATX Matson Inc. Add +13.7% 0.13% +0.04
CRC California Resources Corp. Add +2.1% 0.12% +0.04
LNTH Lantheus Holdings Inc. Add +131.6% 0.07% +0.04
SNEX Stonex Group Inc. Add +66.6% 0.14% +0.04
PTEN Patterson-Uti Energy Inc. Add +4.3% 0.09% +0.04
TSCO Tractor Supply Company Add +41.5% 0.18% +0.04
AKAM Akamai Technologies Inc. Add +1202.5% 0.04% +0.04
PDD PDD Holdings Inc. Add +70.9% 0.11% +0.04
TJX TJX Companies Inc. Add +8.5% 0.30% +0.04
DUK Duke Energy Corp. Add +5.6% 0.22% +0.04
TDY Teledyne Technologies Inc. Add +3634.9% 0.04% +0.04
GH Guardant Health Inc. Add +989.8% 0.04% +0.04
EQT Eqt Corp. Add +146.0% 0.06% +0.04

Notes & Other Activity Q4 2025 → Q1 2026

ENVISTA HOLDINGS CORP (NVST 1.75 08/15/28) NOTE 1.750% 8/1 · principal Add +1.0% 93,838,000 $93.4M
CRACKER BARREL OLD COUNT (CBRL 0.625 06/15/26) NOTE 0.625% 6/1 · principal Reduce -0.7% 74,983,000 $73.5M
NEXTERA ENERGY INC (NEE 7.299 06/01/27) UNIT 06/01/2027 Add +0.2% 1,080,204 $61.1M
AKAMAI TECHNOLOGIES INC (AKAM 1.125 02/15/29) NOTE 1.125% 2/1 · principal New 52,453,000 $60.0M
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L Add +0.3% 43,094 $51.4M
WEC ENERGY GROUP INC (WEC 4.375 06/01/27) NOTE 4.375% 6/0 · principal Add +14.8% 22,562,000 $27.2M
DUKE ENERGY CORP (DUK 4.125 04/15/26) NOTE 4.125% 4/1 · principal Add +7.4% 23,412,000 $25.8M
OPENW Opendoor Technologies Inc.-26 *W EXP 11/20/202 Reduce -0.1% 482,614 $293K

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