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Marshall Wace LLP and AllianceBernstein LP: where the books meet

At Q2 2026, at least 27% of the two 13F books was the same, across 181 stocks both listed, against 8.7% at Q2 2013. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%16%32%Q2 2013: 8.7%, 45 in bothQ1 2014: 21%, 157 in both14Q2 2014: 21%, 180 in bothQ3 2014: 26%, 190 in bothQ4 2014: 24%, 182 in bothQ1 2015: 27%, 201 in both15Q2 2015: 27%, 187 in bothQ3 2015: 27%, 189 in bothQ4 2015: 28%, 195 in bothQ1 2016: 25%, 196 in both16Q2 2016: 21%, 175 in bothQ3 2016: 21%, 177 in bothQ4 2016: 25%, 213 in bothQ1 2017: 17%, 127 in both17Q2 2017: 17%, 128 in bothQ3 2017: 19%, 137 in bothQ4 2017: 20%, 136 in bothQ1 2018: 21%, 159 in both18Q2 2018: 21%, 169 in bothQ3 2018: 17%, 142 in bothQ4 2018: 18%, 144 in bothQ1 2019: 19%, 149 in both19Q2 2019: 18%, 151 in bothQ3 2019: 20%, 147 in bothQ4 2019: 21%, 146 in bothQ1 2020: 24%, 163 in both20Q2 2020: 25%, 162 in bothQ3 2020: 24%, 157 in bothQ4 2020: 20%, 146 in bothQ1 2021: 18%, 135 in both21Q2 2021: 18%, 126 in bothQ3 2021: 14%, 107 in bothQ4 2021: 29%, 157 in bothQ1 2022: 24%, 159 in both22Q2 2022: 24%, 156 in bothQ3 2022: 22%, 155 in bothQ4 2022: 23%, 143 in bothQ1 2023: 26%, 152 in both23Q2 2023: 28%, 150 in bothQ3 2023: 29%, 160 in bothQ4 2023: 27%, 159 in bothQ1 2024: 29%, 174 in both24Q2 2024: 31%, 167 in bothQ3 2024: 32%, 184 in bothQ4 2024: 31%, 181 in bothQ1 2025: 28%, 178 in both25Q2 2025: 31%, 189 in bothQ3 2025: 30%, 184 in bothQ4 2025: 32%, 190 in bothQ1 2026: 29%, 190 in both26Q2 2026: 27%, 181 in both
  • Q2 2013: 8.7%, 45 in both
  • Q1 2014: 21%, 157 in both
  • Q2 2014: 21%, 180 in both
  • Q3 2014: 26%, 190 in both
  • Q4 2014: 24%, 182 in both
  • Q1 2015: 27%, 201 in both
  • Q2 2015: 27%, 187 in both
  • Q3 2015: 27%, 189 in both
  • Q4 2015: 28%, 195 in both
  • Q1 2016: 25%, 196 in both
  • Q2 2016: 21%, 175 in both
  • Q3 2016: 21%, 177 in both
  • Q4 2016: 25%, 213 in both
  • Q1 2017: 17%, 127 in both
  • Q2 2017: 17%, 128 in both
  • Q3 2017: 19%, 137 in both
  • Q4 2017: 20%, 136 in both
  • Q1 2018: 21%, 159 in both
  • Q2 2018: 21%, 169 in both
  • Q3 2018: 17%, 142 in both
  • Q4 2018: 18%, 144 in both
  • Q1 2019: 19%, 149 in both
  • Q2 2019: 18%, 151 in both
  • Q3 2019: 20%, 147 in both
  • Q4 2019: 21%, 146 in both
  • Q1 2020: 24%, 163 in both
  • Q2 2020: 25%, 162 in both
  • Q3 2020: 24%, 157 in both
  • Q4 2020: 20%, 146 in both
  • Q1 2021: 18%, 135 in both
  • Q2 2021: 18%, 126 in both
  • Q3 2021: 14%, 107 in both
  • Q4 2021: 29%, 157 in both
  • Q1 2022: 24%, 159 in both
  • Q2 2022: 24%, 156 in both
  • Q3 2022: 22%, 155 in both
  • Q4 2022: 23%, 143 in both
  • Q1 2023: 26%, 152 in both
  • Q2 2023: 28%, 150 in both
  • Q3 2023: 29%, 160 in both
  • Q4 2023: 27%, 159 in both
  • Q1 2024: 29%, 174 in both
  • Q2 2024: 31%, 167 in both
  • Q3 2024: 32%, 184 in both
  • Q4 2024: 31%, 181 in both
  • Q1 2025: 28%, 178 in both
  • Q2 2025: 31%, 189 in both
  • Q3 2025: 30%, 184 in both
  • Q4 2025: 32%, 190 in both
  • Q1 2026: 29%, 190 in both
  • Q2 2026: 27%, 181 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockMarshall Wace LLPAllianceBernstein LP
Apple Inc(AAPL)2.1%Added3.6%Added
Amazon.com Inc(AMZN)1.8%Added2.6%Trimmed
Nvidia Corp(NVDA)1.4%Trimmed5.6%Trimmed
iShares-s&p 500(IVV)24%Added1.2%Added
Microsoft Corp(MSFT)1.0%Trimmed3.2%Trimmed
Costco Wholesale(COST)0.9%Added0.8%Trimmed
Taiwan Semic-adr(TSM)0.7%Trimmed0.8%Trimmed
Google Inc-a(GOOGL)0.6%Trimmed1.1%Added
Unitedhealth GRP(UNH)0.6%Added0.7%Added
Johnson&johnson(JNJ)0.6%Added0.6%Trimmed
JP Morgan Chase(JPM)0.5%Added0.5%Added
Bank of America(BAC)0.6%Added0.4%Added
Tesla Motors(TSLA)0.7%Added0.4%Added
Facebook Inc-a(META)0.4%Trimmed2.3%Trimmed
Texas Instrument(TXN)0.4%Added0.6%Added
Micron Tech(MU)1.2%Added0.4%Added
Adv Micro Device(AMD)1.8%Added0.4%Added
Broadcom Inc(AVGO)0.4%Trimmed2.4%Trimmed
Exxon Mobil Corp(XOM)0.3%Added0.6%Added
Monster Beverage(MNST)0.3%Added0.6%Trimmed

and 161 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Amazon.com Inc(AMZN)Marshall Wace LLP added; AllianceBernstein LP trimmed
  • Google Inc-a(GOOGL)Marshall Wace LLP trimmed; AllianceBernstein LP added
  • Netflix Inc(NFLX)Marshall Wace LLP added; AllianceBernstein LP trimmed
  • Costco Wholesale(COST)Marshall Wace LLP added; AllianceBernstein LP trimmed
  • Monster Beverage(MNST)Marshall Wace LLP added; AllianceBernstein LP trimmed
  • Johnson&johnson(JNJ)Marshall Wace LLP added; AllianceBernstein LP trimmed
  • Eaton Corp PLC(ETN)Marshall Wace LLP sold out; AllianceBernstein LP added
  • Vertex Pharm(VRTX)Marshall Wace LLP added; AllianceBernstein LP trimmed
  • Cadence Design(CDNS)Marshall Wace LLP added; AllianceBernstein LP trimmed
  • Wal-mart Stores(WMT)Marshall Wace LLP added; AllianceBernstein LP trimmed
  • Cboe Holdings In(CBOE)Marshall Wace LLP added; AllianceBernstein LP trimmed
  • Sherwin-williams(SHW)Marshall Wace LLP added; AllianceBernstein LP trimmed
Marshall Wace LLP: the recordAllianceBernstein LP: the record

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