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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 2,491 across all filing types
Latest filing 2026-05-13 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 · 88% confidence The document is a Form 8.3 taken under Rule 8.3 of the UK Takeover Code. It is a public opening position disclosure by a person (Quilter plc and subsidiaries) holding 1% or more of relevant securities and includes details of their shareholdings and dealings. This aligns with a major shareholding notification (threshold crossing disclosures). It is not a director’s personal dealing, nor a company share buyback. Thus it fits “Major Shareholding Notification.”
2026-05-13 English
Form 8.3 - LondonMetric PLC & Schroder REIT
Major Shareholding Notification Classification · 90% confidence The document is an RNS release containing Form 8.3 – a Public Opening Position/Dealing Disclosure under Rule 8.3 of the UK Takeover Code, detailing Quilter PLC’s interests and trades in relevant securities once crossing the 1% threshold. This is a regulatory major shareholding notification of changes in significant share ownership levels, so it best fits ‘Major Shareholding Notification’ (MRQ).
2026-05-12 English
Form 8.3 announcement
Major Shareholding Notification Classification · 90% confidence The document is a UK Takeover Code Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” showing a holding above 1% and detailing purchases and sales of another company’s shares. This is a major shareholding threshold notification rather than the company’s own share buybacks or a director’s trade. Therefore it should be classified as a Major Shareholding Notification (MRQ).
2026-05-12 English
Form 8.3 - Advanced Medical Solutions Group plc
Major Shareholding Notification Classification · 85% confidence The document is a UK Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under the Takeover Code, notifying that Quilter PLC holds 1.08% of Advanced Medical Solutions Group PLC and detailing a minor sale. This is a statutory notification of a significant shareholding crossing the 1% threshold, not a director’s personal trade, audit report, earnings release, or investor presentation, so it falls under "Major Shareholding Notification" (MRQ).
2026-05-11 English
Form 8.3 - LondonMetric PLC & Schroder REIT
Major Shareholding Notification Classification · 89% confidence The document is a UK Takeover Code Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure by a Person with Interests in Relevant Securities Representing 1% or More.” It details the disclosures of significant shareholdings and related dealings by Quilter PLC, i.e. a major shareholding notification, rather than an internal board change, dividend notice, repurchase programme, or audit report. This falls squarely under Major Shareholding Notification (threshold disclosures).
2026-05-11 English
Form 8.3 announcement
Major Shareholding Notification Classification · 85% confidence The document is a UK Takeover Code Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” showing Quilter PLC’s >1% stake and share disposals in Advanced Medical Solutions Group PLC. This is a major shareholding notification of crossing the 1% threshold and subsequent dealing disclosures. It is not an internal director’s personal transaction report (DIRS) nor a corporate share buy-back (POS), but rather a formal significant shareholding notification. Hence MRQ.
2026-05-11 English

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