Quilter Plc

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Quilter Plc reported 126 stock positions worth $5.8 billion. Its top holding was Microsoft (MSFT) at 9.5% of the portfolio, followed by Nvidia (NVDA, 6.9%) and Amazon.com (AMZN, 6.3%). Compared with Q2 2025, it opened 3 new positions, sold out of 6, added to 41 and reduced 69. The biggest buy was Alphabet Class A (GOOGL, shares +6%) and the biggest sale Salesforce (CRM, shares −69%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001770632
Portfolio Value
$5.8B (Q3 2025)
SEC Filing
0001770632-25-000017 ↗ filed Oct 31, 2025

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $4.2B Q1 2024 Q2 2024: $4.5B Q2 2024 Q3 2024: $4.9B Q3 2024 Q4 2024: $5.1B Q4 2024 Q1 2025: $4.8B Q1 2025 Q2 2025: $5.5B Q2 2025 Q3 2025: $5.8B $5.8B Q3 2025 Q4 2025: $6.0B Q4 2025 Q1 2026: $5.7B Q1 2026 Q2 2026: $6.6B Q2 2026

Holdings 126 stocks · $5.8B
MSFT Microsoft Corp. 9.48% 1,065,842 $552.1M Add +1.8%
NVDA Nvidia Corp. 6.95% 2,168,313 $404.6M Reduce -0.3%
AMZN Amazon.com Inc. 6.27% 1,662,226 $365.0M Add +1.8%
AAPL Apple Inc. 5.51% 1,259,099 $320.6M Reduce -1.4%
V Visa Inc. Class A 4.67% 797,198 $272.1M Add +4.8%
JPM JPMorgan Chase & Co. 3.87% 714,584 $225.4M Reduce -0.2%
GOOGL Alphabet Inc. Class A 3.72% 891,272 $216.7M Add +6.1%
PANW Palo Alto Networks Inc. 3.14% 897,973 $182.8M Add +10.3%
META Meta Platforms Inc. Class A 3.13% 248,109 $182.2M Add +7.3%
NFLX Netflix Inc. 2.92% 142,017 $170.3M Add +0.3%
TSM Taiwan Semiconductor-SP ADR 2.89% 603,022 $168.4M Reduce -4.1%
AMD Advanced Micro Devices 2.75% 988,352 $159.9M Reduce -2.1%
TMO Thermo Fisher Scientific Inc. 2.32% 278,786 $135.2M Add +1.0%
BRK.B Berkshire Hathaway Inc. Class B 2.29% 264,830 $133.1M Reduce -1.4%
ROK Rockwell Automation Inc. 2.12% 353,329 $123.5M Reduce -2.5%
INTU Intuit Inc. 2.09% 178,626 $122.0M Add +4.7%
KO The Coca-Cola Co. 1.89% 1,658,469 $110.0M Add +5.8%
ARES Ares Management Corp. Class A 1.83% 666,703 $106.6M Add +3.9%
EMR Emerson Electric Co. 1.79% 793,598 $104.1M Reduce -0.5%
TMUS T-Mobile US Inc. 1.78% 432,025 $103.4M Add +2.5%
URI United Rentals Inc. 1.74% 106,011 $101.2M Reduce -6.6%
MRK Merck & Co. Inc. 1.70% 1,182,838 $99.3M Add +0.3%
EQIX Equinix Inc. 1.48% 109,747 $86.0M Add +15.4%
MRSH Marsh & McLennan Cos 1.40% 405,379 $81.7M Add +7.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.37% 1,545,289 $79.7M Add +0.1%
SPGI S&P Global Inc. 1.30% 156,028 $75.9M Add +6.8%
MDLZ Mondelez International Inc. Class A 1.28% 1,194,501 $74.6M Add +6.3%
MKL Markel Group Inc. 1.19% 36,388 $69.6M Add +6.3%
XOM Exxon Mobil Corp. 1.19% 615,285 $69.4M Reduce -11.4%
CP Canadian Pacific Kansas City 1.16% 906,970 $67.5M Add +9.6%
NEE Nextera Energy Inc. 1.12% 867,650 $65.5M Add +6.6%
CVX Chevron Corp. 1.12% 418,165 $64.9M Reduce -1.8%
ZTS Zoetis Inc. 1.10% 438,959 $64.2M Add +10.2%
MAR Marriott International Class A 1.05% 233,975 $60.9M Add +5.9%
AVGO Broadcom Inc. 0.93% 164,050 $54.1M Add +10601.2%
UNP Union Pacific Corp. 0.65% 159,984 $37.8M Reduce -1.5%
SYK Stryker Corp. 0.62% 97,979 $36.2M Reduce -0.6%
AXP American Express Co. 0.57% 100,343 $33.3M Reduce -0.3%
XYL Xylem Inc. 0.42% 167,193 $24.7M Reduce -1.6%
AWK American Water Works Co. Inc. 0.42% 173,847 $24.2M Add +0.1%
GOOG Alphabet Inc. Class C 0.37% 89,584 $21.8M Reduce -11.2%
MU Micron Technology Inc. 0.37% 128,500 $21.5M Reduce -21.6%
PFE Pfizer Inc. 0.37% 838,693 $21.4M Reduce -43.3%
FERG Ferguson Enterprises Inc. 0.36% 92,619 $20.8M Reduce -6.7%
CAT Caterpillar Inc. 0.32% 38,685 $18.5M Reduce -1.2%
CRM Salesforce Inc. 0.31% 77,167 $18.3M Reduce -69.4%
SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI 0.30% 702,728 $17.5M Reduce -9.2%
WM Waste Management Inc. 0.28% 73,829 $16.3M Add +5.5%
ECL Ecolab Inc. 0.27% 57,871 $15.8M Reduce -6.5%
HON Honeywell International Inc. 0.26% 71,499 $15.1M Reduce -6.2%
LLY Eli Lilly & Co. 0.24% 18,624 $14.2M Add +1.9%
PHYS Sprott Physical Gold Trust 0.22% 439,713 $13.0M Reduce -1.9%
WAT Waters Corp. 0.22% 43,320 $13.0M Add +8.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 89,943 $10.3M Reduce -14.7%
HD Home Depot Inc. 0.17% 24,758 $10.0M Reduce -6.3%
PM Philip Morris International 0.17% 61,172 $9.9M Reduce -9.8%
TSLA Tesla Inc. 0.17% 21,885 $9.7M Reduce -10.2%
DHR Danaher Corp. 0.16% 45,617 $9.0M Reduce -2.0%
RSG Republic Services Inc. 0.15% 38,488 $8.8M Add +22.9%
BABA Alibaba Group Holding-SP ADR 0.12% 39,658 $7.1M Add +0.6%
WTS Watts Water Technologies-A 0.12% 25,019 $7.0M Reduce -15.1%
NKE Nike Inc. Class B 0.12% 99,813 $7.0M Reduce -8.4%
ADBE Adobe Inc. 0.10% 16,964 $6.0M Reduce -42.8%
GE General Electric filed as GE AEROSPACE 0.09% 17,508 $5.3M Reduce -3.4%
AYI Acuity Inc. 0.08% 13,585 $4.7M Reduce -3.9%
RY Royal Bank of Canada 0.07% 26,412 $3.9M Reduce -7.2%
IP International Paper Co. 0.06% 81,500 $3.8M Reduce -4.1%
PG The Procter & Gamble Co. 0.06% 23,392 $3.6M Add +3.1%
GILD Gilead Sciences Inc. 0.06% 32,316 $3.6M Reduce -4.6%
AIG American International Group 0.06% 45,631 $3.6M Reduce -1.2%
CL Colgate-Palmolive Co. 0.05% 36,871 $2.9M Add +0.5%
WMT Walmart Inc. 0.04% 23,533 $2.4M Reduce -2.3%
ESS Essex Property Trust Inc. 0.04% 8,799 $2.4M Reduce -2.9%
MCD McDonald's Corp. 0.04% 7,083 $2.2M Reduce -1.6%
VMC Vulcan Materials Co. 0.03% 6,260 $1.9M Add +4.8%
GS Goldman Sachs Group Inc. 0.03% 2,396 $1.9M Add +0.2%
BMY Bristol-Myers Squibb Co. 0.03% 41,677 $1.9M Reduce -44.1%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.03% 54,637 $1.9M Add +31.6%
VZ Verizon Communications Inc. 0.03% 41,349 $1.8M Reduce -5.3%
PEP Pepsico Inc. 0.03% 12,398 $1.7M Reduce -2.6%
RTX RTX Corp. 0.03% 9,848 $1.6M Add +4.9%
DE Deere & Co. 0.03% 3,575 $1.6M Reduce -1.6%
CBOE Cboe Global Markets Inc. 0.03% 6,620 $1.6M No change
COP Conocophillips 0.03% 16,604 $1.6M Reduce -27.1%
MO Altria Group Inc. 0.03% 22,018 $1.5M Add +4.3%
KW Kennedy-Wilson Holdings Inc. 0.02% 164,731 $1.4M Reduce -17.8%
CEF Sprott Physical Gold and Sil 0.02% 35,598 $1.3M No change
WFC Wells Fargo & Co. 0.02% 14,923 $1.3M Reduce -2.6%
ABBV Abbvie Inc. 0.02% 5,064 $1.2M Reduce -21.4%
EA Electronic Arts Inc. 0.02% 5,341 $1.1M Reduce -39.2%
DG Dollar General Corp. 0.02% 10,315 $1.1M Reduce -10.2%
L Loews Corp. 0.02% 10,230 $1.0M No change
LYV Live Nation Entertainment Inc. 0.02% 6,250 $1.0M No change
AMGN Amgen Inc. 0.02% 3,568 $1.0M Reduce -3.1%
UPS United Parcel Service Class B 0.02% 11,399 $952K No change
TD Toronto-Dominion Bank 0.02% 11,225 $897K Add +2.3%
KVUE Kenvue Inc. 0.02% 55,033 $893K Reduce -3.3%
TRI Thomson Reuters Corp. 0.02% 5,753 $893K No change
MS Morgan Stanley 0.01% 4,959 $788K Reduce -47.4%
SHOP Shopify Inc. Class A 0.01% 5,300 $788K Reduce -12.6%
IVZ Invesco Ltd. 0.01% 32,245 $740K No change
FCX Freeport-McMoran Inc. 0.01% 18,549 $727K Reduce -0.8%
CSCO Cisco Systems Inc. 0.01% 8,867 $607K Reduce -6.4%
T AT&T Inc. 0.01% 19,807 $559K Reduce -0.1%
ABT Abbott Laboratories 0.01% 4,042 $541K Reduce -12.5%
ASML ASML Holding NV-NY Reg SHS 0.01% 438 $498K Add +1.4%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.01% 3,710 $483K No change
SLF Sun Life Financial Inc. 0.01% 6,886 $413K No change
MA Mastercard Inc. Class A 0.01% 720 $410K Reduce -3.1%
GEV GE Vernova Inc. 0.01% 641 $394K Reduce -1.5%
ALL Allstate Corp. 0.01% 1,700 $365K No change
B Barrick Mining Corp. 0.01% 10,295 $338K Reduce -3.2%
PSX Phillips 66 0.01% 2,430 $331K No change
DLB Dolby Laboratories Inc. Class A 0.01% 4,482 $324K Reduce -47.5%
PLTR Palantir Technologies Inc. Class A 0.01% 1,716 $313K Reduce -16.9%
APH Amphenol Corp. Class A 0.01% 2,413 $299K Reduce -12.0%
COST Costco Wholesale Corp. 0.00% 294 $272K Reduce -3.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.00% 896 $253K No change
WDAY Workday Inc. Class A 0.00% 952 $229K Add +8.8%
TXN Texas Instruments Inc. 0.00% 1,226 $225K Reduce -25.1%
ICE Intercontinental Exchange Inc. 0.00% 1,284 $216K Add +7.9%
BKNG Booking Holdings Inc. 0.00% 40 $216K Reduce -4.8%
UBER Uber Technologies Inc. 0.00% 2,150 $211K New
INTC Intel Corp. 0.00% 5,964 $200K New
PSLV Sprott Physical Silver Trust 0.00% 3,400 $53K New
FURY Fury Gold Mines Ltd. 0.00% 28,471 $18K No change

Portfolio Sells Q2 2025 → Q3 2025
CRM Salesforce Inc. Reduce -69.4% 0.31% −0.94
PFE Pfizer Inc. Reduce -43.3% 0.37% −0.29
XOM Exxon Mobil Corp. Reduce -11.4% 1.19% −0.18
EMR Emerson Electric Co. Reduce -0.5% 1.79% −0.15
ADBE Adobe Inc. Reduce -42.8% 0.10% −0.11
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.4% 2.29% −0.10
SYK Stryker Corp. Reduce -0.6% 0.62% −0.09
ROK Rockwell Automation Inc. Reduce -2.5% 2.12% −0.08
HON Honeywell International Inc. Reduce -6.2% 0.26% −0.07
DIS The Walt Disney Co. Reduce -14.7% 0.18% −0.06
PM Philip Morris International Reduce -9.8% 0.17% −0.06
FERG Ferguson Enterprises Inc. Reduce -6.7% 0.36% −0.04
UNP Union Pacific Corp. Reduce -1.5% 0.65% −0.03
ECL Ecolab Inc. Reduce -6.5% 0.27% −0.03
BMY Bristol-Myers Squibb Co. Reduce -44.1% 0.03% −0.03
NKE Nike Inc. Class B Reduce -8.4% 0.12% −0.02
AXP American Express Co. Reduce -0.3% 0.57% −0.01
DHR Danaher Corp. Reduce -2.0% 0.16% −0.01
WTS Watts Water Technologies-A Reduce -15.1% 0.12% −0.01
MS Morgan Stanley Reduce -47.4% 0.01% −0.01
AIG American International Group Reduce -1.2% 0.06% −0.01
COP Conocophillips Reduce -27.1% 0.03% −0.01
SBS Cia Saneamento Basico DE-ADR Reduce -9.2% 0.30% −0.01
IP International Paper Co. Reduce -4.1% 0.06% −0.01
EA Electronic Arts Inc. Reduce -39.2% 0.02% −0.01
GILD Gilead Sciences Inc. Reduce -4.6% 0.06% −0.01
ESS Essex Property Trust Inc. Reduce -2.9% 0.04% −0.01
KVUE Kenvue Inc. Reduce -3.3% 0.02% −0.01
DLB Dolby Laboratories Inc. Class A Reduce -47.5% 0.01% −0.01
DE Deere & Co. Reduce -1.6% 0.03% −0.01
DG Dollar General Corp. Reduce -10.2% 0.02% −0.01
HD Home Depot Inc. Reduce -6.3% 0.17% −0.00
GIS General Mills Inc. Sold out 0.00% −0.00
ATR Aptargroup Inc. Sold out 0.00% −0.00
UNH Unitedhealth Group Inc. Sold out 0.00% −0.00
VZ Verizon Communications Inc. Reduce -5.3% 0.03% −0.00
BBAI Bigbear.ai Holdings Inc. Sold out 0.00% −0.00
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.00
FCX Freeport-McMoran Inc. Reduce -0.8% 0.01% −0.00
TXN Texas Instruments Inc. Reduce -25.1% 0.00% −0.00
ABT Abbott Laboratories Reduce -12.5% 0.01% −0.00
ABBV Abbvie Inc. Reduce -21.4% 0.02% −0.00
RY Royal Bank of Canada Reduce -7.2% 0.07% −0.00
CSCO Cisco Systems Inc. Reduce -6.4% 0.01% −0.00
AMGN Amgen Inc. Reduce -3.1% 0.02% −0.00
MCD McDonald's Corp. Reduce -1.6% 0.04% −0.00
KW Kennedy-Wilson Holdings Inc. Reduce -17.8% 0.02% −0.00
WMT Walmart Inc. Reduce -2.3% 0.04% −0.00
T AT&T Inc. Reduce -0.1% 0.01% −0.00
WFC Wells Fargo & Co. Reduce -2.6% 0.02% −0.00

Portfolio Buys Q2 2025 → Q3 2025
GOOGL Alphabet Inc. Class A Add +6.1% 3.72% +1.02
AVGO Broadcom Inc. Add +10601.2% 0.93% +0.92
TMO Thermo Fisher Scientific Inc. Add +1.0% 2.32% +0.28
PANW Palo Alto Networks Inc. Add +10.3% 3.14% +0.10
EQIX Equinix Inc. Add +15.4% 1.48% +0.10
NEE Nextera Energy Inc. Add +6.6% 1.12% +0.09
BABA Alibaba Group Holding-SP ADR Add +0.6% 0.12% +0.04
BAC Bank of America Corp. Add +0.1% 1.37% +0.04
META Meta Platforms Inc. Class A Add +7.3% 3.13% +0.01
RSG Republic Services Inc. Add +22.9% 0.15% +0.01
SLB SLB Ltd. Add +31.6% 0.03% +0.01
VMC Vulcan Materials Co. Add +4.8% 0.03% +0.00
UBER Uber Technologies Inc. New 0.00% +0.00
INTC Intel Corp. New 0.00% +0.00
RTX RTX Corp. Add +4.9% 0.03% +0.00
MO Altria Group Inc. Add +4.3% 0.03% +0.00
GS Goldman Sachs Group Inc. Add +0.2% 0.03% +0.00
ASML ASML Holding NV-NY Reg SHS Add +1.4% 0.01% +0.00
PSLV Sprott Physical Silver Trust New 0.00% +0.00
TD Toronto-Dominion Bank Add +2.3% 0.02% +0.00
MRK Merck & Co. Inc. Add +0.3% 1.70% +0.00
WDAY Workday Inc. Class A Add +8.8% 0.00% +0.00
ICE Intercontinental Exchange Inc. Add +7.9% 0.00% −0.00
PG The Procter & Gamble Co. Add +3.1% 0.06% −0.00
CL Colgate-Palmolive Co. Add +0.5% 0.05% −0.01
WM Waste Management Inc. Add +5.5% 0.28% −0.01
LLY Eli Lilly & Co. Add +1.9% 0.24% −0.02
AWK American Water Works Co. Inc. Add +0.1% 0.42% −0.03
MSFT Microsoft Corp. Add +1.8% 9.48% −0.03
ZTS Zoetis Inc. Add +10.2% 1.10% −0.03
WAT Waters Corp. Add +8.1% 0.22% −0.03
CP Canadian Pacific Kansas City Add +9.6% 1.16% −0.04
MKL Markel Group Inc. Add +6.3% 1.19% −0.05
MAR Marriott International Class A Add +5.9% 1.05% −0.06
TMUS T-Mobile US Inc. Add +2.5% 1.78% −0.06
MRSH Marsh & McLennan Cos Add +7.8% 1.40% −0.10
SPGI S&P Global Inc. Add +6.8% 1.30% −0.10
MDLZ Mondelez International Inc. Class A Add +6.3% 1.28% −0.10
KO The Coca-Cola Co. Add +5.8% 1.89% −0.13
ARES Ares Management Corp. Class A Add +3.9% 1.83% −0.20
V Visa Inc. Class A Add +4.8% 4.67% −0.26
AMZN Amazon.com Inc. Add +1.8% 6.27% −0.27
INTU Intuit Inc. Add +4.7% 2.09% −0.36
NFLX Netflix Inc. Add +0.3% 2.92% −0.54

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 131$6.6BNVDA, AMD, MSFT, AMZN, GOOGL
Q1 2026 124$5.7BMSFT, NVDA, AMZN, GOOGL, AAPL
Q4 2025 129$6.0BMSFT, NVDA, AMZN, AAPL, GOOGL
Q3 2025 126$5.8BMSFT, NVDA, AMZN, AAPL, V
Q2 2025 129$5.5BMSFT, AMZN, NVDA, V, AAPL
Q1 2025 124$4.8BMSFT, AMZN, V, AAPL, NVDA
Q4 2024 123$5.1BMSFT, AMZN, AAPL, V, BRK.B
Q3 2024 124$4.9BMSFT, AMZN, BRK.B, AAPL, V
Q2 2024 117$4.5BMSFT, AMZN, AAPL, GOOGL, V
Q1 2024 120$4.2BMSFT, AMZN, GOOGL, V, AAPL