Institutional manager
Quilter Plc
Holds positions in 99 of the S&P 500, worth $5.38bn as reported for the quarter ended 31-mar-2026.
Positions held99of 488 index companies covered
Reported value$5.38bnS&P 500 positions only
Top ten weight52%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 99 held. The rest are smaller than every one of these.
MicrosoftMSFT1.2m$426mInformation TechnologyNvidiaNVDA2.3m$406mInformation TechnologyAmazonAMZN1.7m$362mConsumer DiscretionaryAlphabet Inc. (Class A)GOOGL1.2m$335mCommunication ServicesApple Inc.AAPL1.2m$307mInformation TechnologyVisa Inc.V808,867$244mFinancialsJPMorgan ChaseJPM718,362$211mFinancialsAdvanced Micro DevicesAMD836,940$170mInformation TechnologyPalo Alto NetworksPANW1.0m$167mInformation TechnologyNetflixNFLX1.5m$144mCommunication ServicesMerck & Co.MRK1.2m$143mHealth CareThermo Fisher ScientificTMO288,042$142mHealth CareMeta PlatformsMETA243,713$139mCommunication ServicesRockwell AutomationROK360,846$130mIndustrialsBerkshire HathawayBRK.B247,023$118mFinancialsEquinixEQIX114,535$112mReal EstateChevron CorporationCVX537,478$111mEnergyT-Mobile USTMUS521,057$109mCommunication ServicesEmerson ElectricEMR822,694$108mIndustrialsCoca-Cola Company (The)KO1.4m$107mConsumer StaplesExxonMobilXOM613,652$104mEnergyAres ManagementARES890,884$97mFinancialsIntuitINTU220,409$95mInformation TechnologyMarsh McLennanMRSH529,206$92mFinancialsNextEra EnergyNEE908,558$84mUtilitiesS&P GlobalSPGI195,806$83mFinancialsMarriott InternationalMAR243,111$80mConsumer DiscretionaryBank of AmericaBAC1.6m$79mFinancialsBroadcomAVGO248,836$77mInformation TechnologyZoetisZTS561,457$66mHealth CareMondelez InternationalMDLZ1.0m$60mConsumer StaplesUnion Pacific CorporationUNP146,198$35mIndustrialsUnited RentalsURI47,387$35mIndustrialsStryker CorporationSYK90,892$30mHealth CareMicron TechnologyMU78,754$27mInformation TechnologyAmerican ExpressAXP83,886$25mFinancialsCaterpillar Inc.CAT34,082$24mIndustrialsDollar GeneralDG201,708$24mConsumer StaplesAmerican Water WorksAWK174,156$24mUtilitiesPfizerPFE707,262$20mHealth CareLilly (Eli)LLY20,250$19mHealth CareFerguson EnterprisesFERG79,005$18mIndustrialsXylem Inc.XYL146,050$17mIndustrialsWaste ManagementWM68,856$16mIndustrialsEcolabECL49,501$13mMaterialsWaters CorporationWAT37,272$11mHealth CarePhilip Morris InternationalPM59,089$10mConsumer StaplesRepublic ServicesRSG41,471$9mIndustrialsDanaher CorporationDHR45,819$9mHealth CareHome Depot (The)HD22,291$7mConsumer DiscretionarySalesforceCRM38,148$7mInformation TechnologyTesla, Inc.TSLA18,706$7mConsumer DiscretionaryWalt Disney Company (The)DIS70,619$7mCommunication ServicesEssex Property TrustESS24,734$6mReal EstateAdobe Inc.ADBE16,665$4mInformation TechnologyGE AerospaceGE13,947$4mIndustrialsGilead SciencesGILD28,284$4mHealth CareNike, Inc.NKE65,217$3mConsumer DiscretionaryProcter & GamblePG23,383$3mConsumer StaplesAmerican International GroupAIG41,666$3mFinancials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.