Marshall Wace
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Marshall Wace’s Broadridge BR Stock Holding History

Marshall Wace’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.5M Buy
+273,860
New +$52M 0.04% 402
2025
Q4 		– Sell
-4,613
Closed -$1.1M – 2977
2025
Q3 		$1.1M Buy
+4,613
New +$1.15M ﹤0.01% 1895
2025
Q1 		– Sell
-89,036
Closed -$20.1M – 2639
2024
Q4 		$20.1M Buy
+89,036
New +$19.9M 0.02% 538
2024
Q2 		– Sell
-2,400
Closed -$492K – 2569
2024
Q1 		$492K Buy
2,400
+1,250
+109% +$252K ﹤0.01% 1928
2023
Q4 		$237K Sell
1,150
-24,805
-96% -$4.58M ﹤0.01% 1934
2023
Q3 		$4.65M Buy
+25,955
New +$4.6M 0.01% 895
2023
Q1 		– Sell
-14,559
Closed -$1.95M – 2679
2022
Q4 		$1.95M Sell
14,559
-37,280
-72% -$5.3M ﹤0.01% 1753
2022
Q3 		$7.48M Buy
+51,839
New +$8.41M 0.02% 1090
2021
Q3 		– Sell
-14,878
Closed -$2.4M – 3041
2021
Q2 		$2.4M Buy
+14,878
New +$2.38M 0.01% 1306
2020
Q1 		– Sell
-56
Closed -$7K – 1642
2019
Q4 		$7K Sell
56
-228
-80% -$27.9K ﹤0.01% 1607
2019
Q3 		$35K Sell
284
-30,448
-99% -$3.92M ﹤0.01% 1538
2019
Q2 		$3.92M Buy
30,732
+19,176
+166% +$2.31M 0.03% 564
2019
Q1 		$1.2M Buy
+11,556
New +$1.16M 0.01% 878
2018
Q4 		– Sell
-110,407
Closed -$14.6M – 1594
2018
Q3 		$14.6M Buy
+110,407
New +$14M 0.12% 220
2015
Q4 		– Sell
-82,246
Closed -$4.55M – 977
2015
Q3 		$4.55M Sell
82,246
-60,442
-42% -$3.25M 0.06% 308
2015
Q2 		$7.14M Sell
142,688
-29,920
-17% -$1.59M 0.09% 236
2015
Q1 		$9.49M Buy
172,608
+157,485
+1,041% +$8M 0.12% 204
2014
Q4 		$698K Sell
15,123
-71,861
-83% -$3.14M 0.01% 614
2014
Q3 		$3.62M Buy
86,984
+76,055
+696% +$3.16M 0.05% 338
2014
Q2 		$455K Buy
+10,929
New +$428K 0.01% 618

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace's BR Position: Q1 2026 in Review

Marshall Wace opened a new position in Broadridge (BR) in Q1 2026: 273,860 shares worth $44.5M. The stake represents 0.04% of the portfolio and ranks #402 among its holdings. This is a return to the name: Marshall Wace previously reported a position in BR as recently as Q3 2025.

Marshall Wace first reported a position in BR in Q2 2014 and has held it in 20 quarters since. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Marshall Wace held 273,860 shares of Broadridge worth $44.5M as of Q1 2026.
  • Broadridge was a new Marshall Wace position in Q1 2026.
  • Broadridge made up 0.04% of Marshall Wace's portfolio in Q1 2026, its #402 holding.
  • Marshall Wace first reported a position in Broadridge in Q2 2014 and has held it in 20 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.