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Marshall Wace LLP and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 28% of the two 13F books was the same, across 193 stocks both listed, against 8.4% 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%33%Q2 2013: 8.4%, 45 in bothQ1 2014: 18%, 156 in both14Q2 2014: 17%, 164 in bothQ3 2014: 21%, 175 in bothQ4 2014: 20%, 173 in bothQ1 2015: 24%, 186 in both15Q2 2015: 25%, 174 in bothQ3 2015: 25%, 166 in bothQ4 2015: 27%, 171 in bothQ1 2016: 22%, 171 in both16Q2 2016: 18%, 151 in bothQ3 2016: 19%, 167 in bothQ4 2016: 23%, 190 in bothQ1 2017: 15%, 108 in both17Q2 2017: 15%, 112 in bothQ3 2017: 14%, 130 in bothQ4 2017: 19%, 144 in bothQ1 2018: 18%, 147 in both18Q2 2018: 19%, 171 in bothQ3 2018: 14%, 137 in bothQ4 2018: 16%, 131 in bothQ1 2019: 16%, 135 in both19Q2 2019: 18%, 153 in bothQ3 2019: 21%, 160 in bothQ4 2019: 21%, 163 in bothQ1 2020: 21%, 173 in both20Q2 2020: 25%, 180 in bothQ3 2020: 24%, 156 in bothQ4 2020: 21%, 140 in bothQ1 2021: 17%, 142 in both21Q2 2021: 19%, 136 in bothQ3 2021: 16%, 118 in bothQ4 2021: 29%, 179 in bothQ1 2022: 27%, 172 in both22Q2 2022: 27%, 163 in bothQ3 2022: 24%, 167 in bothQ4 2022: 24%, 166 in bothQ1 2023: 27%, 162 in both23Q2 2023: 27%, 166 in bothQ3 2023: 29%, 167 in bothQ4 2023: 26%, 166 in bothQ1 2024: 29%, 170 in both24Q2 2024: 32%, 188 in bothQ3 2024: 32%, 189 in bothQ4 2024: 33%, 178 in bothQ1 2025: 31%, 197 in both25Q2 2025: 32%, 204 in bothQ3 2025: 30%, 176 in bothQ4 2025: 30%, 191 in bothQ1 2026: 30%, 189 in both26Q2 2026: 28%, 193 in both
  • Q2 2013: 8.4%, 45 in both
  • Q1 2014: 18%, 156 in both
  • Q2 2014: 17%, 164 in both
  • Q3 2014: 21%, 175 in both
  • Q4 2014: 20%, 173 in both
  • Q1 2015: 24%, 186 in both
  • Q2 2015: 25%, 174 in both
  • Q3 2015: 25%, 166 in both
  • Q4 2015: 27%, 171 in both
  • Q1 2016: 22%, 171 in both
  • Q2 2016: 18%, 151 in both
  • Q3 2016: 19%, 167 in both
  • Q4 2016: 23%, 190 in both
  • Q1 2017: 15%, 108 in both
  • Q2 2017: 15%, 112 in both
  • Q3 2017: 14%, 130 in both
  • Q4 2017: 19%, 144 in both
  • Q1 2018: 18%, 147 in both
  • Q2 2018: 19%, 171 in both
  • Q3 2018: 14%, 137 in both
  • Q4 2018: 16%, 131 in both
  • Q1 2019: 16%, 135 in both
  • Q2 2019: 18%, 153 in both
  • Q3 2019: 21%, 160 in both
  • Q4 2019: 21%, 163 in both
  • Q1 2020: 21%, 173 in both
  • Q2 2020: 25%, 180 in both
  • Q3 2020: 24%, 156 in both
  • Q4 2020: 21%, 140 in both
  • Q1 2021: 17%, 142 in both
  • Q2 2021: 19%, 136 in both
  • Q3 2021: 16%, 118 in both
  • Q4 2021: 29%, 179 in both
  • Q1 2022: 27%, 172 in both
  • Q2 2022: 27%, 163 in both
  • Q3 2022: 24%, 167 in both
  • Q4 2022: 24%, 166 in both
  • Q1 2023: 27%, 162 in both
  • Q2 2023: 27%, 166 in both
  • Q3 2023: 29%, 167 in both
  • Q4 2023: 26%, 166 in both
  • Q1 2024: 29%, 170 in both
  • Q2 2024: 32%, 188 in both
  • Q3 2024: 32%, 189 in both
  • Q4 2024: 33%, 178 in both
  • Q1 2025: 31%, 197 in both
  • Q2 2025: 32%, 204 in both
  • Q3 2025: 30%, 176 in both
  • Q4 2025: 30%, 191 in both
  • Q1 2026: 30%, 189 in both
  • Q2 2026: 28%, 193 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 LLPWellington Management Group LLP
Apple Inc(AAPL)2.1%Added3.0%Trimmed
Amazon.com Inc(AMZN)1.8%Added2.3%Trimmed
Nvidia Corp(NVDA)1.4%Trimmed4.2%Trimmed
Micron Tech(MU)1.2%Added1.0%Added
Microsoft Corp(MSFT)1.0%Trimmed3.1%Trimmed
Adv Micro Device(AMD)1.8%Added0.9%Added
Tesla Motors(TSLA)0.7%Added0.7%Added
Google Inc-a(GOOGL)0.6%Trimmed2.7%Trimmed
Unitedhealth GRP(UNH)0.6%Added0.8%Added
Johnson&johnson(JNJ)0.6%Added1.0%Added
Taiwan Semic-adr(TSM)0.7%Trimmed0.5%Trimmed
Bank of America(BAC)0.6%Added0.4%Trimmed
Coca-cola Co/the(KO)0.5%Added0.4%Added
Facebook Inc-a(META)0.4%Trimmed0.7%Trimmed
Texas Instrument(TXN)0.4%Added0.7%Trimmed
SanDisk Corp(SNDK)0.4%Trimmed0.4%Added
Broadcom Inc(AVGO)0.4%Trimmed3.4%Added
Exxon Mobil Corp(XOM)0.3%Added0.4%Trimmed
Cisco Systems(CSCO)0.3%Added0.3%Trimmed
Ibm(IBM)0.4%Added0.3%Added

and 173 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.

  • iShares-s&p 500(IVV)Marshall Wace LLP added; Wellington Management Group LLP trimmed
  • Broadcom Inc(AVGO)Marshall Wace LLP trimmed; Wellington Management Group LLP added
  • Apple Inc(AAPL)Marshall Wace LLP added; Wellington Management Group LLP trimmed
  • Amazon.com Inc(AMZN)Marshall Wace LLP added; Wellington Management Group LLP trimmed
  • Mastercard Inc-a(MA)Marshall Wace LLP added; Wellington Management Group LLP trimmed
  • Alphabet Inc-c(GOOG)Marshall Wace LLP trimmed; Wellington Management Group LLP added
  • Texas Instrument(TXN)Marshall Wace LLP added; Wellington Management Group LLP trimmed
  • Targa Res Corp(TRGP)Marshall Wace LLP started; Wellington Management Group LLP trimmed
  • Cardinal Health(CAH)Marshall Wace LLP trimmed; Wellington Management Group LLP added
  • Corning Inc(GLW)Marshall Wace LLP trimmed; Wellington Management Group LLP added
  • Wells Fargo & Co(WFC)Marshall Wace LLP added; Wellington Management Group LLP trimmed
  • Eaton Corp PLC(ETN)Marshall Wace LLP sold out; Wellington Management Group LLP added
Marshall Wace LLP: the recordWellington Management Group LLP: the record

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