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CIK: 0001318757
Total reported value
$126.7B
$126.7B
2484 檔
23.2%
The Q3 2025 SEC filing reveals that Marshall Wace, LLP held a total portfolio value of $126.7B, covering 2484 public equity positions.
In Q3 2025, Marshall Wace, LLP displayed an active expansion posture, initiating 22 new positions and adding to 93 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, MSFT, AAPL) accounted for 23.2% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 2484 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.68% | +6.55% | +28.48% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.43% | -0.27% | +20.54% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.89% | -0.01% | +4.07% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.50% | -0.97% | -6.21% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.37% | -0.04% | -10.01% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.14% | -0.14% | +31.27% | |
| 7 | CRCL | Circle Internet Group Inc | Stock-Financials | 1.08% | -0.41% | -5.57% | |
| 8 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.97% | -0.15% | +30.69% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 0.91% | -0.23% | +72.13% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | -0.02% | -22.84% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 0.87% | +0.98% | -30.52% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.80% | +0.29% | +4.83% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 0.80% | -0.01% | +83.44% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | +0.02% | +126.34% | |
| 15 | COR | Cencora Inc | Stock-Healthcare | 0.63% | +0.08% | NEW | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | -0.29% | -55.61% | |
| 17 | BA | Boeing Co/the | Stock-Industrials | 0.58% | -0.15% | +76.75% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | -0.31% | +21.69% | |
| 19 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.56% | -0.02% | +24.00% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | +0.45% | +712.52% | |
| 21 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.48% | -0.05% | -35.40% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.38% | -55.40% | |
| 23 | USB | US Bancorp | Stock-Financials | 0.47% | -0.06% | EXIT | |
| 24 | NU | Nu Holdings Ltd. | Stock-Financials | 0.47% | -0.05% | +98.35% | |
| 25 | MS | Morgan Stanley | Stock-Financials | 0.47% | +0.08% | +40.21% | |
| 26 | COF | Capital One Financial CORP | Stock-Financials | 0.47% | -0.13% | -9.90% | |
| 27 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.45% | +0.05% | NEW | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.43% | -0.20% | -46.31% | |
| 29 | F | Ford Motor Co | Stock-Consumer Disc | 0.43% | +0.04% | +81.06% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | +0.19% | +335.14% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.39% | -0.05% | EXIT | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.36% | +0.09% | +1583.68% | |
| 33 | SE | Sea Ltd-adr | Stock-Comm Services | 0.36% | +0.01% | +73.47% | |
| 34 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 0.35% | -0.06% | +112.77% | |
| 35 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.34% | +0.01% | +72.07% | |
| 36 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.33% | -0.06% | +203.25% | |
| 37 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.32% | +0.02% | -32.99% | |
| 38 | INTC | Intel CORP | Stock-Tech | 0.32% | -0.03% | -23.13% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | +0.27% | — | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.31% | +0.11% | -7.94% | |
| 41 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.30% | +0.01% | +103.55% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.53% | +24.56% | |
| 43 | MO | Altria Group Inc | Stock-Consumer Staples | 0.30% | +0.05% | +286.70% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | +0.59% | -7.41% | |
| 45 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.30% | -0.01% | +41.80% | |
| 46 | CRH | CRH plc | Stock-Materials | 0.30% | -0.01% | -59.52% | |
| 47 | GRAB | Grab Holdings Limited | Stock-Tech | 0.30% | -0.09% | -6.51% | |
| 48 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.30% | -0.22% | -32.35% | |
| 49 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.29% | -0.14% | +388.28% | |
| 50 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.29% | -0.49% | -41.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.8% | +28.48% | Add |
| 2 | NVDA | Nvidia CORP | +1.6% | -6.21% | Add |
| 3 | MSFT | Microsoft CORP | +0.8% | +20.54% | Add |
| 4 | WMT | Walmart Inc | +0.8% | +83.44% | Add |
| 5 | COR | Cencora Inc | +0.5% | +518.92% | Add |
| 6 | BAC | Bank Of America CORP | +0.5% | +712.52% | Add |
| 7 | JNJ | Johnson & Johnson | +0.5% | +126.34% | Add |
| 8 | MS | Morgan Stanley | +0.4% | +40.21% | Add |
| 9 | SMH | Vaneck Semiconductor ETF | +0.4% | +4.83% | Add |
| 10 | F | Ford Motor Co | +0.4% | +81.06% | Add |
| 11 | NU | Nu Holdings Ltd. | +0.4% | +98.35% | Add |
| 12 | CPNG | Coupang Inc | +0.4% | +116.22% | Add |
| 13 | NFLX | Netflix Inc | +0.3% | +72.13% | Add |
| 14 | PANW | Palo Alto Networks Inc | +0.3% | +1583.68% | Add |
| 15 | NKE | Nike Inc -cl B | +0.3% | +103.55% | Add |
| 16 | MO | Altria Group Inc | +0.3% | +286.70% | Add |
| 17 | HON | Honeywell International Inc | +0.3% | +130.04% | Add |
| 18 | OTIS | Otis Worldwide CORP | +0.3% | +7.87% | Add |
| 19 | TXN | Texas Instruments Inc | +0.3% | — | Add |
| 20 | TMUS | T-mobile US Inc | +0.3% | -32.35% | Add |
| 21 | ABBV | Abbvie Inc | +0.2% | -7.41% | Add |
| 22 | ISRG | Intuitive Surgical Inc | +0.2% | +315.24% | Add |
| 23 | MNST | Monster Beverage CORP | +0.2% | +58.61% | Add |
| 24 | AFRM | Affirm Holdings Inc | +0.2% | +203.25% | Add |
| 25 | ORCL | Oracle CORP | +0.2% | -13.72% | Add |
| 26 | REGN | Regeneron Pharmaceuticals | +0.2% | +62.18% | Add |
| 27 | AXP | American Express Co | +0.2% | +66.38% | Add |
| 28 | PLTR | Palantir Technologies Inc-a | +0.2% | -46.31% | Trim |
| 29 | FWONK | Liberty Media Corp-formula-c | +0.2% | +41.80% | Add |
| 30 | MCD | Mcdonald's CORP | +0.2% | +727.55% | Add |
| 31 | FOX | Fox CORP - Class B | +0.2% | +792.37% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +56.95% | Add |
| 33 | CRDO | Credo Technology Group Holding Ltd | +0.2% | +2537.68% | Add |
| 34 | PDD | Pdd Holdings Inc | +0.2% | +72.07% | Add |
| 35 | COIN | Coinbase Global Inc -class A | +0.2% | +388.28% | Add |
| 36 | SYY | Sysco CORP | +0.2% | +102.59% | Add |
| 37 | LH | Labcorp Holdings Inc | +0.2% | +79.13% | Add |
| 38 | ALNY | Alnylam Pharmaceuticals Inc | +0.2% | +113.09% | Add |
| 39 | FUTU | Futu Holdings Ltd-adr | +0.2% | +714.60% | Add |
| 40 | XOM | Exxon Mobil CORP | +0.1% | +15338.60% | Add |
| 41 | STZ | Constellation Brands Inc-a | +0.1% | +1511.35% | Add |
| 42 | HOOD | Robinhood Markets Inc - A | +0.1% | -23.28% | Add |
| 43 | BIIB | Biogen Inc | +0.1% | +436.33% | Add |
| 44 | CVX | Chevron CORP | +0.1% | +24.56% | Add |
| 45 | TEAM | Atlassian Corp-cl A | +0.1% | +39.66% | Add |
| 46 | XPEV | Xpeng Inc - Adr | +0.1% | +244.32% | Add |
| 47 | BKNG | Booking Holdings Inc | +0.1% | +207.95% | Add |
| 48 | SMCI | Super Micro Computer Inc | +0.1% | -17.93% | Add |
| 49 | MRK | Merck & Co. Inc. | +0.1% | -57.67% | Add |
| 50 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +1230.67% | Add |
According to official SEC Form 13F filings, Marshall Wace, LLP reported a total U.S. public equity portfolio value of $126.7B across 2484 disclosed positions in Q3 2025.
During Q3 2025, Marshall Wace, LLP's top holdings by market value included IVV (18.7%)、MSFT (3.4%)、AAPL (2.9%). The largest single position, IVV, represented 18.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
CRCL
市值: $1.1B
Top Position Liquidated / Trimmed
AMT
前期市值: $150.7M
In Q3 2025, Marshall Wace, LLP made 200 total portfolio adjustments, initiating 22 new buys, adding to 93 positions, trimming 74 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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