Marshall Wace
IBKR icon

Marshall Wace’s Interactive Brokers IBKR Stock Holding History

Marshall Wace’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$282K Sell
4,200
-12,800
-75% -$914K ﹤0.01% 2669
2025
Q4 		$1.09M Sell
17,000
-15,000
-47% -$1M ﹤0.01% 1882
2025
Q3 		$2.2M Buy
+32,000
New +$2.01M ﹤0.01% 1566

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marshall Wace's IBKR Position: Q1 2026 in Review

Marshall Wace reduced its Interactive Brokers (IBKR) stake by 73% in Q1 2026, selling an estimated $166M and leaving 877,766 shares worth $58.9M. The position accounts for 0.06% of the portfolio, ranked #308.

Marshall Wace first reported a position in IBKR in Q1 2015 and has held it in 26 quarters since. The position peaked at $346M in Q4 2021. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Marshall Wace held 877,766 shares of Interactive Brokers worth $58.9M as of Q1 2026.
  • Marshall Wace sold 2,326,481 Interactive Brokers shares in Q1 2026, an estimated $166M.
  • Interactive Brokers made up 0.06% of Marshall Wace's portfolio in Q1 2026, its #308 holding.
  • Marshall Wace first reported a position in Interactive Brokers in Q1 2015 and has held it in 26 quarters since.
  • Marshall Wace's Interactive Brokers position peaked at $346M in Q4 2021.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

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