Quilter Plc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Quilter Plc reported 124 stock positions worth $4.8 billion. Its top holding was Microsoft (MSFT) at 8.1% of the portfolio, followed by Amazon.com (AMZN, 6.6%) and Visa Class A (V, 5.6%). Compared with Q4 2024, it opened 5 new positions, sold out of 4, added to 42 and reduced 59. The biggest buy was Mondelez International Class A (MDLZ, shares +20%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001770632
- Portfolio Value
- $4.8B (Q1 2025)
- SEC Filing
- 0001770632-25-000006 ↗ filed Apr 24, 2025
Holdings Value
Holdings 124 stocks · $4.8B
| MSFT Microsoft Corp. | 8.12% | 1,041,040 | $390.8M | Add +1.5% |
| AMZN Amazon.com Inc. | 6.64% | 1,681,355 | $319.9M | Add +1.1% |
| V Visa Inc. Class A | 5.58% | 767,321 | $268.9M | Reduce -1.6% |
| AAPL Apple Inc. | 5.49% | 1,189,494 | $264.2M | Add +6.4% |
| NVDA Nvidia Corp. | 4.71% | 2,091,332 | $226.7M | Add +19.6% |
| JPM JPMorgan Chase & Co. | 3.69% | 723,995 | $177.6M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 2.88% | 895,826 | $138.5M | Reduce -12.4% |
| NFLX Netflix Inc. | 2.84% | 146,611 | $136.7M | Add +2.0% |
| PANW Palo Alto Networks Inc. | 2.83% | 799,482 | $136.4M | Add +16.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.73% | 246,563 | $131.3M | Reduce -54.2% |
| META Meta Platforms Inc. Class A | 2.51% | 210,014 | $121.0M | Add +10.0% |
| TMO Thermo Fisher Scientific Inc. | 2.48% | 240,128 | $119.5M | Add +2.0% |
| TMUS T-Mobile US Inc. | 2.30% | 414,882 | $110.7M | Reduce -3.1% |
| KO The Coca-Cola Co. | 2.24% | 1,508,117 | $108.0M | Add +2.8% |
| MRK Merck & Co. Inc. | 2.20% | 1,180,797 | $106.0M | Add +5.6% |
| INTU Intuit Inc. | 2.20% | 172,514 | $105.9M | Add +5.8% |
| TSM Taiwan Semiconductor-SP ADR | 2.15% | 624,885 | $103.7M | Add +5.3% |
| AMD Advanced Micro Devices | 2.08% | 974,247 | $100.1M | Add +3.5% |
| ARES Ares Management Corp. Class A | 1.97% | 647,060 | $94.9M | Add +3.9% |
| ROK Rockwell Automation Inc. | 1.89% | 351,350 | $90.8M | Add +5.9% |
| EMR Emerson Electric Co. | 1.82% | 799,153 | $87.6M | Add +4.0% |
| MRSH Marsh & McLennan Cos | 1.66% | 328,257 | $80.1M | Add +9.8% |
| URI United Rentals Inc. | 1.63% | 125,446 | $78.6M | Add +15.7% |
| XOM Exxon Mobil Corp. | 1.51% | 611,933 | $72.8M | Add +9.3% |
| MDLZ Mondelez International Inc. Class A | 1.50% | 1,066,312 | $72.3M | Add +19.9% |
| CVX Chevron Corp. | 1.45% | 417,395 | $69.8M | Reduce -3.2% |
| SPGI S&P Global Inc. | 1.38% | 130,776 | $66.4M | Add +29.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.35% | 1,559,800 | $65.1M | Add +2.0% |
| EQIX Equinix Inc. | 1.33% | 78,784 | $64.2M | Add +10.2% |
| MKL Markel Group Inc. | 1.31% | 33,754 | $63.1M | Add +1.9% |
| ZTS Zoetis Inc. | 1.29% | 375,828 | $61.9M | Add +6.3% |
| CP Canadian Pacific Kansas City | 1.27% | 872,462 | $61.2M | Reduce -27.5% |
| NEE Nextera Energy Inc. | 1.12% | 760,778 | $53.9M | Add +3.7% |
| CRM Salesforce Inc. | 1.12% | 200,407 | $53.8M | Add +42.8% |
| MAR Marriott International Class A | 1.08% | 218,284 | $52.0M | Add +9.9% |
| PFE Pfizer Inc. | 0.81% | 1,544,655 | $39.1M | Reduce -7.0% |
| UNP Union Pacific Corp. | 0.80% | 162,230 | $38.3M | Reduce -3.1% |
| SYK Stryker Corp. | 0.77% | 100,102 | $37.3M | Reduce -10.4% |
| AXP American Express Co. | 0.59% | 105,774 | $28.5M | Add +17.3% |
| AWK American Water Works Co. Inc. | 0.57% | 187,283 | $27.6M | Reduce -7.7% |
| NKE Nike Inc. Class B | 0.47% | 358,069 | $22.7M | Reduce -10.3% |
| XYL Xylem Inc. | 0.46% | 187,343 | $22.4M | Reduce -9.1% |
| WM Waste Management Inc. | 0.37% | 76,482 | $17.7M | Reduce -25.7% |
| ECL Ecolab Inc. | 0.36% | 68,218 | $17.3M | Reduce -7.0% |
| GOOG Alphabet Inc. Class C | 0.35% | 108,532 | $17.0M | Add +4.1% |
| HON Honeywell International Inc. | 0.34% | 77,756 | $16.5M | Reduce -3.5% |
| FERG Ferguson Enterprises Inc. | 0.34% | 101,776 | $16.3M | Reduce -8.1% |
| SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI | 0.32% | 862,369 | $15.4M | Reduce -17.4% |
| MU Micron Technology Inc. | 0.31% | 173,119 | $15.0M | Reduce -1.8% |
| WAT Waters Corp. | 0.31% | 40,777 | $15.0M | Reduce -17.7% |
| CAT Caterpillar Inc. | 0.28% | 40,169 | $13.2M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.26% | 15,433 | $12.7M | Add +7.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.26% | 127,916 | $12.6M | Reduce -26.4% |
| ADBE Adobe Inc. | 0.26% | 32,262 | $12.4M | Reduce -12.1% |
| PM Philip Morris International | 0.24% | 73,828 | $11.7M | Reduce -9.5% |
| PHYS Sprott Physical Gold Trust | 0.23% | 459,731 | $11.1M | Reduce -7.3% |
| HD Home Depot Inc. | 0.21% | 27,071 | $9.9M | Reduce -5.2% |
| DHR Danaher Corp. | 0.20% | 46,716 | $9.6M | Reduce -25.1% |
| RSG Republic Services Inc. | 0.19% | 38,638 | $9.4M | Reduce -1.5% |
| TSLA Tesla Inc. | 0.16% | 29,488 | $7.6M | Reduce -8.6% |
| JNJ Johnson & Johnson | 0.15% | 44,814 | $7.4M | Reduce -4.4% |
| WTS Watts Water Technologies-A | 0.13% | 31,781 | $6.5M | Reduce -2.1% |
| BABA Alibaba Group Holding-SP ADR | 0.11% | 39,597 | $5.2M | Add +27.4% |
| BMY Bristol-Myers Squibb Co. | 0.11% | 83,263 | $5.1M | Reduce -22.8% |
| IP International Paper Co. | 0.10% | 88,458 | $4.7M | New |
| AIG American International Group | 0.09% | 49,647 | $4.3M | Reduce -3.1% |
| GILD Gilead Sciences Inc. | 0.08% | 33,691 | $3.8M | Reduce -6.5% |
| PG The Procter & Gamble Co. | 0.08% | 21,990 | $3.7M | Add +1.3% |
| AYI Acuity Inc. | 0.08% | 14,130 | $3.7M | New |
| GE General Electric filed as GE AEROSPACE | 0.08% | 18,155 | $3.6M | Add +87.0% |
| CL Colgate-Palmolive Co. | 0.07% | 36,677 | $3.4M | Add +0.6% |
| RY Royal Bank of Canada | 0.07% | 28,570 | $3.2M | Reduce -0.9% |
| KW Kennedy-Wilson Holdings Inc. | 0.06% | 350,602 | $3.0M | Reduce -15.6% |
| ESS Essex Property Trust Inc. | 0.06% | 9,091 | $2.8M | Reduce -1.6% |
| MCD McDonald's Corp. | 0.05% | 7,675 | $2.4M | Reduce -1.9% |
| COP Conocophillips | 0.05% | 22,129 | $2.3M | Reduce -12.8% |
| WMT Walmart Inc. | 0.05% | 24,973 | $2.2M | Reduce -1.7% |
| VZ Verizon Communications Inc. | 0.04% | 43,793 | $2.0M | Reduce -2.1% |
| DE Deere & Co. | 0.04% | 4,125 | $1.9M | Reduce -2.9% |
| PEP Pepsico Inc. | 0.04% | 12,651 | $1.9M | Reduce -14.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.04% | 42,814 | $1.8M | Reduce -25.3% |
| CBOE Cboe Global Markets Inc. | 0.03% | 6,620 | $1.5M | No change |
| EA Electronic Arts Inc. | 0.03% | 10,108 | $1.5M | Reduce -79.8% |
| ABBV Abbvie Inc. | 0.03% | 6,469 | $1.4M | No change |
| VMC Vulcan Materials Co. | 0.03% | 5,793 | $1.4M | Reduce -1.4% |
| KVUE Kenvue Inc. | 0.03% | 55,498 | $1.3M | Add +1.5% |
| GS Goldman Sachs Group Inc. | 0.03% | 2,415 | $1.3M | Reduce -1.3% |
| MO Altria Group Inc. | 0.03% | 21,118 | $1.3M | No change |
| UPS United Parcel Service Class B | 0.03% | 11,338 | $1.2M | No change |
| RTX RTX Corp. | 0.03% | 9,390 | $1.2M | No change |
| AMGN Amgen Inc. | 0.02% | 3,765 | $1.2M | Add +6.5% |
| WFC Wells Fargo & Co. | 0.02% | 15,323 | $1.1M | No change |
| DG Dollar General Corp. | 0.02% | 11,865 | $1.0M | Reduce -13.8% |
| CEF Sprott Physical Gold and Sil | 0.02% | 35,898 | $1.0M | Reduce -0.8% |
| TRI Thomson Reuters Corp. | 0.02% | 5,776 | $997K | Add +34.5% |
| L Loews Corp. | 0.02% | 10,230 | $940K | No change |
| LYV Live Nation Entertainment Inc. | 0.02% | 6,250 | $816K | No change |
| DLB Dolby Laboratories Inc. Class A | 0.02% | 9,410 | $756K | Reduce -16.0% |
| FCX Freeport-McMoran Inc. | 0.01% | 18,374 | $696K | Reduce -2.9% |
| TD Toronto-Dominion Bank | 0.01% | 10,975 | $658K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -54.2% | 2.73% | −2.09 |
| GOOGL Alphabet Inc. Class A | Reduce -12.4% | 2.88% | −0.95 |
| CP Canadian Pacific Kansas City | Reduce -27.5% | 1.27% | −0.45 |
| SON Sonoco Products Co. | Sold out | 0.00% | −0.29 |
| NKE Nike Inc. Class B | Reduce -10.3% | 0.47% | −0.12 |
| DIS The Walt Disney Co. | Reduce -26.4% | 0.26% | −0.12 |
| EA Electronic Arts Inc. | Reduce -79.8% | 0.03% | −0.11 |
| TSLA Tesla Inc. | Reduce -8.6% | 0.16% | −0.10 |
| DHR Danaher Corp. | Reduce -25.1% | 0.20% | −0.08 |
| ADBE Adobe Inc. | Reduce -12.1% | 0.26% | −0.07 |
| PFE Pfizer Inc. | Reduce -7.0% | 0.81% | −0.06 |
| WAT Waters Corp. | Reduce -17.7% | 0.31% | −0.05 |
| WM Waste Management Inc. | Reduce -25.7% | 0.37% | −0.04 |
| FERG Ferguson Enterprises Inc. | Reduce -8.1% | 0.34% | −0.04 |
| DAR Darling Ingredients Inc. | Sold out | 0.00% | −0.04 |
| SYK Stryker Corp. | Reduce -10.4% | 0.77% | −0.02 |
| KW Kennedy-Wilson Holdings Inc. | Reduce -15.6% | 0.06% | −0.02 |
| HON Honeywell International Inc. | Reduce -3.5% | 0.34% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -22.8% | 0.11% | −0.01 |
| CAT Caterpillar Inc. | Reduce -0.4% | 0.28% | −0.01 |
| HD Home Depot Inc. | Reduce -5.2% | 0.21% | −0.01 |
| MS Morgan Stanley | Reduce -48.7% | 0.01% | −0.01 |
| ATR Aptargroup Inc. | Reduce -71.2% | 0.00% | −0.01 |
| GIS General Mills Inc. | Reduce -40.0% | 0.01% | −0.01 |
| XYL Xylem Inc. | Reduce -9.1% | 0.46% | −0.01 |
| SLB SLB Ltd. | Reduce -25.3% | 0.04% | −0.01 |
| PEP Pepsico Inc. | Reduce -14.6% | 0.04% | −0.01 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.00 |
| WBA Walgreens Boots Alliance Inc. | Reduce -55.7% | 0.00% | −0.00 |
| VMC Vulcan Materials Co. | Reduce -1.4% | 0.03% | −0.00 |
| RY Royal Bank of Canada | Reduce -0.9% | 0.07% | −0.00 |
| DLB Dolby Laboratories Inc. Class A | Reduce -16.0% | 0.02% | −0.00 |
| COP Conocophillips | Reduce -12.8% | 0.05% | −0.00 |
| GEV GE Vernova Inc. | Reduce -8.2% | 0.00% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -1.3% | 0.03% | −0.00 |
| GLDG Goldmining Inc. | Sold out | 0.00% | −0.00 |
| SLF Sun Life Financial Inc. | Reduce -1.1% | 0.01% | 0.00 |
| FCX Freeport-McMoran Inc. | Reduce -2.9% | 0.01% | +0.00 |
| WMT Walmart Inc. | Reduce -1.7% | 0.05% | +0.00 |
| PSX Phillips 66 | Reduce -2.5% | 0.01% | +0.00 |
| B Barrick Gold Corp. | Reduce -1.7% | 0.00% | +0.00 |
| DG Dollar General Corp. | Reduce -13.8% | 0.02% | +0.00 |
| CEF Sprott Physical Gold and Sil | Reduce -0.8% | 0.02% | +0.00 |
| WTS Watts Water Technologies-A | Reduce -2.1% | 0.13% | +0.00 |
| DE Deere & Co. | Reduce -2.9% | 0.04% | +0.00 |
| MCD McDonald's Corp. | Reduce -1.9% | 0.05% | +0.01 |
| ESS Essex Property Trust Inc. | Reduce -1.6% | 0.06% | +0.01 |
| VZ Verizon Communications Inc. | Reduce -2.1% | 0.04% | +0.01 |
| GILD Gilead Sciences Inc. | Reduce -6.5% | 0.08% | +0.01 |
| AIG American International Group | Reduce -3.1% | 0.09% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| MDLZ Mondelez International Inc. Class A | Add +19.9% | 1.50% | +0.45 |
| KO The Coca-Cola Co. | Add +2.8% | 2.24% | +0.44 |
| MRSH Marsh & McLennan Cos | Add +9.8% | 1.66% | +0.41 |
| SPGI S&P Global Inc. | Add +29.9% | 1.38% | +0.39 |
| PANW Palo Alto Networks Inc. | Add +16.1% | 2.83% | +0.36 |
| XOM Exxon Mobil Corp. | Add +9.3% | 1.51% | +0.32 |
| NFLX Netflix Inc. | Add +2.0% | 2.84% | +0.31 |
| META Meta Platforms Inc. Class A | Add +10.0% | 2.51% | +0.31 |
| CRM Salesforce Inc. | Add +42.8% | 1.12% | +0.19 |
| MKL Markel Group Inc. | Add +1.9% | 1.31% | +0.18 |
| INTU Intuit Inc. | Add +5.8% | 2.20% | +0.17 |
| ZTS Zoetis Inc. | Add +6.3% | 1.29% | +0.15 |
| URI United Rentals Inc. | Add +15.7% | 1.63% | +0.12 |
| IP International Paper Co. | New | 0.10% | +0.10 |
| NEE Nextera Energy Inc. | Add +3.7% | 1.12% | +0.08 |
| AYI Acuity Inc. | New | 0.08% | +0.08 |
| NVDA Nvidia Corp. | Add +19.6% | 4.71% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | Add +2.0% | 2.48% | +0.06 |
| AXP American Express Co. | Add +17.3% | 0.59% | +0.06 |
| BABA Alibaba Group Holding-SP ADR | Add +27.4% | 0.11% | +0.06 |
| LLY Eli Lilly & Co. | Add +7.5% | 0.26% | +0.05 |
| GE General Electric | Add +87.0% | 0.08% | +0.04 |
| BAC Bank of America Corp. | Add +2.0% | 1.35% | +0.02 |
| ROK Rockwell Automation Inc. | Add +5.9% | 1.89% | +0.01 |
| SHOP Shopify Inc. Class A | Add +201.0% | 0.01% | +0.01 |
| TRI Thomson Reuters Corp. | Add +34.5% | 0.02% | +0.01 |
| AMGN Amgen Inc. | Add +6.5% | 0.02% | +0.01 |
| PG The Procter & Gamble Co. | Add +1.3% | 0.08% | +0.01 |
| CL Colgate-Palmolive Co. | Add +0.6% | 0.07% | +0.01 |
| IBM Intl Business Machines Corp. | New | 0.01% | +0.01 |
| KVUE Kenvue Inc. | Add +1.5% | 0.03% | +0.00 |
| MRK Merck & Co. Inc. | Add +5.6% | 2.20% | +0.00 |
| CVS CVS Health Corp. | New | 0.00% | +0.00 |
| T AT&T Inc. | Add +6.0% | 0.01% | +0.00 |
| ABT Abbott Laboratories | Add +1.9% | 0.01% | +0.00 |
| EQIX Equinix Inc. | Add +10.2% | 1.33% | +0.00 |
| OXFORD LANE CAP CORP | New | 0.00% | +0.00 |
| MA Mastercard Inc. Class A | Add +1.6% | 0.01% | +0.00 |
| MAR Marriott International Class A | Add +9.9% | 1.08% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +4.1% | 0.35% | −0.04 |
| AAPL Apple Inc. | Add +6.4% | 5.49% | −0.05 |
| EMR Emerson Electric Co. | Add +4.0% | 1.82% | −0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.3% | 2.15% | −0.16 |
| AMD Advanced Micro Devices | Add +3.5% | 2.08% | −0.17 |
| ARES Ares Management Corp. Class A | Add +3.9% | 1.97% | −0.21 |
| MSFT Microsoft Corp. | Add +1.5% | 8.12% | −0.43 |
| AMZN Amazon.com Inc. | Add +1.1% | 6.64% | −0.57 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 131 | $6.6B | NVDA, AMD, MSFT, AMZN, GOOGL |
| Q1 2026 | 124 | $5.7B | MSFT, NVDA, AMZN, GOOGL, AAPL |
| Q4 2025 | 129 | $6.0B | MSFT, NVDA, AMZN, AAPL, GOOGL |
| Q3 2025 | 126 | $5.8B | MSFT, NVDA, AMZN, AAPL, V |
| Q2 2025 | 129 | $5.5B | MSFT, AMZN, NVDA, V, AAPL |
| Q1 2025 | 124 | $4.8B | MSFT, AMZN, V, AAPL, NVDA |
| Q4 2024 | 123 | $5.1B | MSFT, AMZN, AAPL, V, BRK.B |
| Q3 2024 | 124 | $4.9B | MSFT, AMZN, BRK.B, AAPL, V |
| Q2 2024 | 117 | $4.5B | MSFT, AMZN, AAPL, GOOGL, V |
| Q1 2024 | 120 | $4.2B | MSFT, AMZN, GOOGL, V, AAPL |