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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 2,493 across all filing types
Latest filing 2026-04-21 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 · 85% confidence The document is a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code. It discloses that Quilter PLC (and subsidiaries) holds 2.68% of the 1p ordinary shares in BRCK Group plc and details subsequent share dealings. This is precisely a notification of a person’s shareholding crossing a regulatory threshold (1% or more) and changes thereafter. Accordingly, it fits the definition of a Major Shareholding Notification (MRQ).
2026-04-21 English
Form 8.3 - Advanced Medical Solutions Group plc
Major Shareholding Notification Classification · 93% confidence The document is an RNS regulatory announcement of a Form 8.3 public opening position disclosure under Rule 8.3 of the UK Takeover Code, showing Quilter PLC reporting its interest in Advanced Medical Solutions Group PLC securities above the 1% threshold. This corresponds to a major shareholding notification (threshold crossing).
2026-04-20 English
Form 8.3 - LondonMetric PLC & Schroder REIT
Major Shareholding Notification Classification · 93% confidence The document is a London Stock Exchange RNS announcement titled “FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE” under Rule 8.3 of the Takeover Code. It provides details of a person holding over 1% of a company’s shares and lists their holdings and transactions—i.e. a notification of a major shareholding (crossing the 1% threshold) rather than a director’s personal trade or an internal company report. This matches the “Major Shareholding Notification” category (MRQ).
2026-04-20 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 Quilter PLC’s interests exceeding 1% in Advanced Medical Solutions Group plc. This is a regulatory threshold notification of a significant shareholding (over 1%), not an annual report, earnings release, or internal board change. It aligns with Major Shareholding Notification (MRQ).
2026-04-20 English
Form 8.3 Announcement
Major Shareholding Notification Classification · 90% confidence The document is a Form 8.3 disclosure under the UK Takeover Code, detailing opening positions and share dealings by Quilter PLC in relevant securities, including crossing the 1% threshold. This is a notification of changes in significant share ownership levels. Therefore it is a Major Shareholding Notification (MRQ).
2026-04-20 English
Transaction in Own Shares
Transaction in Own Shares Classification · 95% confidence The document is an RNS announcement titled “Transactions in own shares.” It details the aggregate number of ordinary shares purchased by the company on specified dates, prices paid, markets (London and Johannesburg Stock Exchanges), cumulative totals, and intentions to cancel the shares. This matches the category for company share repurchases (“Transaction in Own Shares”).
2026-04-20 English

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