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Quilter PLC — Investor Relations & Filings

Ticker · QLT ISIN · GB00BNHSJN34 LEI · 54930092XIVK28RZGM95 JSE Financial and insurance activities
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Filings indexed 2,459 across all filing types
Latest filing 2026-04-08 Major Shareholding Noti…
Country GB United Kingdom
Listing JSE QLT

About Quilter PLC

http://www.quilter.com/

Quilter PLC is a full-service wealth management firm that provides advice-led investment solutions and platform services. The company's principal activities involve offering financial advice, managing investment portfolios, and providing access to a wide range of financial products such as pensions, savings, and investments. It primarily serves affluent and high-net-worth clients in the United Kingdom and select international markets. Quilter's integrated model combines financial planning with its proprietary investment platform to deliver comprehensive wealth management solutions tailored to individual client needs and long-term financial goals.

Recent filings

Filing Released Lang Actions
Form 8.3 Announcement
Major Shareholding Notification Classification · 86% confidence The document is a Form 8.3 disclosure under Rule 8.3 of the UK Takeover Code, reporting opening positions and share dealings by a person (Quilter PLC) holding 1% or more in relevant securities. This is a major shareholding notification of threshold crossings rather than a company report or earnings release. Therefore it fits the Major Shareholding Notification category (MRQ).
2026-04-08 English
Form 8.3 Announcement
Major Shareholding Notification Classification · 80% confidence The document is a UK Takeover Code Form 8.3 disclosing public opening position and share dealing by Quilter plc in the securities of target companies. It details share numbers, percentages, and trades under Rule 8.3 (triggered at a 1% threshold). This aligns with a major shareholding notification for crossing a regulatory threshold rather than an earnings, management, or capital report. Therefore, the appropriate classification is Major Shareholding Notification (MRQ).
2026-04-07 English
Form 8.3 Announcement
Director's Dealing Classification · 90% confidence The document is Form 8.3 under Rule 8.3 of the UK Takeover Code, detailing Quilter PLC’s opening positions and specific share dealings (purchases and sales) by the company (and subsidiaries) as a person with interests in relevant securities. It is a regulatory disclosure of insider share transactions, fitting the definition of a Director’s Dealing report (insider trades).
2026-04-07 English
[REPLACEMENT] Transactions in own shares
Transaction in Own Shares Classification · 98% confidence The document is an RNS announcement from Quilter plc detailing purchases of its own ordinary shares on the London and Johannesburg Stock Exchanges as part of its buyback programme. This is a report of the company buying back its own shares, fitting the ‘Transaction in Own Shares’ category.
2026-04-07 English
TR-1: Standard form for notification of major holdings
Major Shareholding Notification Classification · 100% confidence The document is a TR-1 form, which is a standard notification form for major holdings in a company. It details the acquisition or disposal of voting rights by a shareholder (Coronation Fund Managers) in Quilter PLC. The document includes specific percentages of voting rights held and dates of threshold crossing and notification. This type of filing corresponds to a Major Shareholding Notification, as it reports changes in significant share ownership levels crossing regulatory thresholds. The document length is 3848 characters, which is consistent with a notification form rather than a full report. Therefore, the correct classification is Major Shareholding Notification (MRQ).
2026-04-07 English
Transaction in Own Shares
Transaction in Own Shares Classification · 95% confidence The document is an RNS announcement titled “Transactions in own shares” by Quilter PLC, detailing the number of ordinary shares repurchased on the London and Johannesburg Stock Exchanges, prices paid, and intention to cancel the shares. This is a classic report of a company buying back its own shares, matching the definition of “Transaction in Own Shares” (Code: POS).
2026-04-07 English

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