L3VLUP
ProSign in
← Marshall Wace LLP, its record

Marshall Wace LLP and T. Rowe Price Associates Inc: where the books meet

At Q2 2026, at least 31% of the two 13F books was the same, across 217 stocks both listed, against 9.8% 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%17%34%Q2 2013: 9.8%, 47 in bothQ1 2014: 19%, 149 in both14Q2 2014: 21%, 175 in bothQ3 2014: 23%, 175 in bothQ4 2014: 22%, 174 in bothQ1 2015: 25%, 183 in both15Q2 2015: 26%, 177 in bothQ3 2015: 25%, 179 in bothQ4 2015: 28%, 187 in bothQ1 2016: 26%, 187 in both16Q2 2016: 22%, 170 in bothQ3 2016: 23%, 174 in bothQ4 2016: 26%, 190 in bothQ1 2017: 20%, 121 in both17Q2 2017: 19%, 128 in bothQ3 2017: 21%, 150 in bothQ4 2017: 22%, 151 in bothQ1 2018: 18%, 164 in both18Q2 2018: 21%, 180 in bothQ3 2018: 18%, 155 in bothQ4 2018: 17%, 140 in bothQ1 2019: 18%, 144 in both19Q2 2019: 22%, 147 in bothQ3 2019: 21%, 145 in bothQ4 2019: 21%, 152 in bothQ1 2020: 26%, 160 in both20Q2 2020: 25%, 177 in bothQ3 2020: 25%, 167 in bothQ4 2020: 22%, 160 in bothQ1 2021: 18%, 149 in both21Q2 2021: 19%, 140 in bothQ3 2021: 16%, 126 in bothQ4 2021: 30%, 160 in bothQ1 2022: 25%, 166 in both22Q2 2022: 25%, 163 in bothQ3 2022: 24%, 179 in bothQ4 2022: 25%, 166 in bothQ1 2023: 28%, 168 in both23Q2 2023: 32%, 180 in bothQ3 2023: 31%, 183 in bothQ4 2023: 31%, 188 in bothQ1 2024: 32%, 195 in both24Q2 2024: 34%, 208 in bothQ3 2024: 34%, 214 in bothQ4 2024: 34%, 214 in bothQ1 2025: 30%, 206 in both25Q2 2025: 34%, 204 in bothQ3 2025: 31%, 185 in bothQ4 2025: 31%, 197 in bothQ1 2026: 31%, 203 in both26Q2 2026: 31%, 217 in both
  • Q2 2013: 9.8%, 47 in both
  • Q1 2014: 19%, 149 in both
  • Q2 2014: 21%, 175 in both
  • Q3 2014: 23%, 175 in both
  • Q4 2014: 22%, 174 in both
  • Q1 2015: 25%, 183 in both
  • Q2 2015: 26%, 177 in both
  • Q3 2015: 25%, 179 in both
  • Q4 2015: 28%, 187 in both
  • Q1 2016: 26%, 187 in both
  • Q2 2016: 22%, 170 in both
  • Q3 2016: 23%, 174 in both
  • Q4 2016: 26%, 190 in both
  • Q1 2017: 20%, 121 in both
  • Q2 2017: 19%, 128 in both
  • Q3 2017: 21%, 150 in both
  • Q4 2017: 22%, 151 in both
  • Q1 2018: 18%, 164 in both
  • Q2 2018: 21%, 180 in both
  • Q3 2018: 18%, 155 in both
  • Q4 2018: 17%, 140 in both
  • Q1 2019: 18%, 144 in both
  • Q2 2019: 22%, 147 in both
  • Q3 2019: 21%, 145 in both
  • Q4 2019: 21%, 152 in both
  • Q1 2020: 26%, 160 in both
  • Q2 2020: 25%, 177 in both
  • Q3 2020: 25%, 167 in both
  • Q4 2020: 22%, 160 in both
  • Q1 2021: 18%, 149 in both
  • Q2 2021: 19%, 140 in both
  • Q3 2021: 16%, 126 in both
  • Q4 2021: 30%, 160 in both
  • Q1 2022: 25%, 166 in both
  • Q2 2022: 25%, 163 in both
  • Q3 2022: 24%, 179 in both
  • Q4 2022: 25%, 166 in both
  • Q1 2023: 28%, 168 in both
  • Q2 2023: 32%, 180 in both
  • Q3 2023: 31%, 183 in both
  • Q4 2023: 31%, 188 in both
  • Q1 2024: 32%, 195 in both
  • Q2 2024: 34%, 208 in both
  • Q3 2024: 34%, 214 in both
  • Q4 2024: 34%, 214 in both
  • Q1 2025: 30%, 206 in both
  • Q2 2025: 34%, 204 in both
  • Q3 2025: 31%, 185 in both
  • Q4 2025: 31%, 197 in both
  • Q1 2026: 31%, 203 in both
  • Q2 2026: 31%, 217 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 LLPT. Rowe Price Associates Inc
Apple Inc(AAPL)2.1%Added4.6%Trimmed
Amazon.com Inc(AMZN)1.8%Added2.6%Trimmed
Adv Micro Device(AMD)1.8%Added2.1%Added
Nvidia Corp(NVDA)1.4%Trimmed7.4%Trimmed
Micron Tech(MU)1.2%Added1.6%Added
Microsoft Corp(MSFT)1.0%Trimmed3.3%Trimmed
Tesla Motors(TSLA)0.7%Added1.1%Added
Google Inc-a(GOOGL)0.6%Trimmed3.6%Added
Unitedhealth GRP(UNH)0.6%Added1.0%Added
Johnson&johnson(JNJ)0.6%Added0.6%Added
Taiwan Semic-adr(TSM)0.7%Trimmed0.5%Added
JP Morgan Chase(JPM)0.5%Added0.9%Added
Bank of America(BAC)0.6%Added0.5%Trimmed
Morgan Stanley(MS)0.8%Added0.4%Added
Facebook Inc-a(META)0.4%Trimmed1.7%Trimmed
Abbvie Inc(ABBV)0.6%Added0.4%Added
SanDisk Corp(SNDK)0.4%Trimmed0.4%Added
Broadcom Inc(AVGO)0.4%Trimmed3.1%Trimmed
Exxon Mobil Corp(XOM)0.3%Added0.5%Added
Cisco Systems(CSCO)0.3%Added0.5%Trimmed

and 197 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.

  • Apple Inc(AAPL)Marshall Wace LLP added; T. Rowe Price Associates Inc trimmed
  • Google Inc-a(GOOGL)Marshall Wace LLP trimmed; T. Rowe Price Associates Inc added
  • Amazon.com Inc(AMZN)Marshall Wace LLP added; T. Rowe Price Associates Inc trimmed
  • Mastercard Inc-a(MA)Marshall Wace LLP added; T. Rowe Price Associates Inc trimmed
  • Applied Material(AMAT)Marshall Wace LLP trimmed; T. Rowe Price Associates Inc added
  • Intel Corp(INTC)Marshall Wace LLP trimmed; T. Rowe Price Associates Inc added
  • Netflix Inc(NFLX)Marshall Wace LLP added; T. Rowe Price Associates Inc trimmed
  • Taiwan Semic-adr(TSM)Marshall Wace LLP trimmed; T. Rowe Price Associates Inc added
  • Cisco Systems(CSCO)Marshall Wace LLP added; T. Rowe Price Associates Inc trimmed
  • Bank of America(BAC)Marshall Wace LLP added; T. Rowe Price Associates Inc trimmed
  • 95040q104(WELL)Marshall Wace LLP trimmed; T. Rowe Price Associates Inc added
  • Marvell Technolo(MRVL)Marshall Wace LLP trimmed; T. Rowe Price Associates Inc added
Marshall Wace LLP: the recordT. Rowe Price Associates Inc: the record

Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More