SEC 13F Intelligence

Managers / Q4 2025 · view latest →

MARSHALL WACE, LLP

CIK 0001318757 · GEORGE HOUSE, 131 SLOANE STREET, LONDON, X0, SW1X 9AT · 44-207-316-2251

Reported Value
$109.9B
Q4 2025
Positions
6,074
Filings on Record
32
2019–present window
Filed
Feb 13, 2026
original filing

Summary

Marshall Wace, Llp reported $109.9B in U.S.-listed holdings across 6,074 positions for Q4 2025.

Its largest position, IVV, represents 9.8% of the portfolio.

Compared with Q3 2025, the fund opened 694 new positions and exited 638.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $9.8BQ4 ’18Q1 ’19: $21.2BQ2 ’19: $12.2BQ3 ’19: $12.7BQ4 ’19: $14.5BQ4 ’19Q1 ’20: $10.0BQ2 ’20: $14.3BQ3 ’20: $15.6BQ4 ’20: $18.5BQ4 ’20Q1 ’21: $21.8BQ2 ’21: $22.1BQ3 ’21: $24.1BQ4 ’21: $54.2BQ4 ’21Q1 ’22: $52.8BQ2 ’22: $48.6BQ3 ’22: $45.6BQ4 ’22: $44.46TQ4 ’22Q1 ’23: $47.1BQ2 ’23: $51.2BQ3 ’23: $49.4BQ4 ’23: $59.0BQ4 ’23Q1 ’24: $65.7BQ2 ’24: $74.9BQ3 ’24: $82.1BQ4 ’24: $83.2BQ4 ’24Q1 ’25: $78.8BQ2 ’25: $88.8BQ3 ’25: $98.6BQ4 ’25: $109.9BQ4 ’25Q1 ’26: $100.4Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 62.8%ETP: 27.0%Other: 4.9%ADR: 2.9%REIT: 1.3%Other: 1.1%
  • Common Stock · 62.8% · $68.9B
  • ETP · 27.0% · $29.6B
  • Other · 4.9% · $5.4B
  • ADR · 2.9% · $3.2B
  • REIT · 1.3% · $1.4B
  • Other · 1.1% · $1.2B

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$100.4B6,623May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$109.9B6,074Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$98.6B5,977Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$88.8B5,574Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$78.8B5,394May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$83.2B5,477Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$82.1B3,720Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$74.9B3,628Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$65.7B3,335May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$59.0B3,054Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$49.4B3,017Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$51.2B3,400Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$47.1B3,527May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$44.46T3,758Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$45.6B4,319Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$48.6B5,734Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$52.8B4,649May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$54.2B5,264Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$24.1B3,395Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021REVEALED$22.1B2,977Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$21.8B2,807May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$18.5B1,952Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$15.6B1,642Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$14.3B1,533Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$10.0B1,603May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$14.5B1,735Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$12.7B1,740Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$12.2B1,378Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019REVEALED$21.2B3,399May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$9.8B1,579Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 4 additional managers.

  • Marshall Wace North America L.P.028-11377
  • MARSHALL WACE ASIA Ltd028-14472
  • MARSHALL WACE SINGAPORE PTE LTD028-25074
  • Marshall Wace Middle East Ltd028-25069

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 ↗.