MARSHALL WACE, LLP
All 13F Filings
- Location
- London, X0
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 109,852,428
- Description
- London London based active portfolio manager with a partnership structure and a research first and risk aware investment mandate. The approach emphasizes cross border allocation discipline, model based security selection, and fundamental research depth for institutional and advisory mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through thesis validation discipline and decision traceability.
- Website
- https://www.mwam.com/
- Founded
- 1997
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 2,900 | 109,852,428 | 13F-HR | MARSHALL WACE, LLP |
| Q3 2025 | 11/13/2025 | 2,834 | 98,599,431 | 13F-HR | MARSHALL WACE, LLP |
| Q2 2025 | 8/13/2025 | 2,634 | 88,778,648 | 13F-HR | MARSHALL WACE, LLP |
| Q1 2025 | 5/15/2025 | 2,573 | 78,765,467 | 13F-HR | MARSHALL WACE, LLP |
| Q4 2024 | 2/13/2025 | 2,525 | 83,182,350 | 13F-HR | MARSHALL WACE, LLP |
| Q3 2024 | 11/14/2024 | 2,443 | 82,101,021 | 13F-HR | MARSHALL WACE, LLP |
| Q2 2024 | 8/14/2024 | 2,484 | 74,893,944 | 13F-HR | MARSHALL WACE, LLP |
| Q1 2024 | 5/15/2024 | 2,386 | 65,665,818 | 13F-HR | MARSHALL WACE, LLP |
| Q4 2023 | 2/14/2024 | 2,111 | 59,045,277 | 13F-HR | MARSHALL WACE, LLP |
| Q3 2023 | 11/14/2023 | 2,129 | 49,372,435 | 13F-HR | MARSHALL WACE, LLP |
| Q2 2023 | 8/14/2023 | 2,400 | 51,204,969 | 13F-HR | MARSHALL WACE, LLP |
| Q1 2023 | 5/15/2023 | 2,586 | 47,065,113 | 13F-HR | MARSHALL WACE, LLP |
| Q4 2022 | 2/14/2023 | 2,872 | 44,458,689 | 13F-HR | MARSHALL WACE, LLP |
| Q3 2022 | 11/14/2022 | 3,270 | 45,637,547 | 13F-HR | MARSHALL WACE, LLP |
| Q2 2022 | 8/15/2022 | 3,364 | 48,609,028 | 13F-HR | MARSHALL WACE, LLP |
| Q1 2022 | 5/16/2022 | 3,268 | 52,808,088 | 13F-HR | MARSHALL WACE, LLP |
| Q4 2021 | 2/14/2022 | 3,820 | 54,151,020 | 13F-HR | MARSHALL WACE, LLP |
| Q3 2021 | 11/15/2021 | 2,959 | 24,080,759 | 13F-HR | MARSHALL WACE, LLP |
| Q2 2021 | 8/25/2021 | 326 | 1,586,562 | 13F-HR/A - NEW HOLDINGS | MARSHALL WACE, LLP |
| Q2 2021 | 8/13/2021 | 2,263 | 20,526,694 | 13F-HR | MARSHALL WACE, LLP |
| Q1 2021 | 5/17/2021 | 2,408 | 21,810,862 | 13F-HR | MARSHALL WACE, LLP |
| Q4 2020 | 2/16/2021 | 1,828 | 18,454,598 | 13F-HR | MARSHALL WACE, LLP |
| Q3 2020 | 11/16/2020 | 1,533 | 15,625,268 | 13F-HR | MARSHALL WACE, LLP |
| Q2 2020 | 8/13/2020 | 1,483 | 14,273,698 | 13F-HR | MARSHALL WACE, LLP |
| Q1 2020 | 5/15/2020 | 1,585 | 10,011,787 | 13F-HR | MARSHALL WACE, LLP |
| Q4 2019 | 2/14/2020 | 1,652 | 14,549,874 | 13F-HR | MARSHALL WACE, LLP |
| Q1 2014 | 5/14/2014 | 772 | 5,498,409 | 13F-HR | Marshall Wace LLP |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
6.046 M
(5.5% of total reported value)
· QoQ Δ:
-1.523 M
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 76.73 M | 73.9% | 6.269 M | 0 | 6.269 M |
| ETFs | 26.3 M | 25.3% | 6.431 M | 0 | 6.431 M |
| Debt | 777.8 K | 0.7% | 76.65 K | 0 | 76.65 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
109,852,428
Holdings
2900
QoQ value change ($000)
11,252,997
(11.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.