Current Market Value 7,262,316,613
Current Holdings 105
Most Recent File Date 2025-08-06
Total Filings on Record 54
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Waverton Investment Management Ltd . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-06 2025-06-30 13F-HR 105 7,262,317
2025-04-24 2025-03-31 13F-HR 102 6,460,973
2025-02-04 2024-12-31 13F-HR 101 6,278,591
2024-11-05 2024-09-30 13F-HR 98 6,089,103
2024-08-05 2024-06-30 13F-HR 94 5,305,721
2024-05-08 2024-03-31 13F-HR 94 4,812,500
2024-02-09 2023-12-31 13F-HR 96 4,117,516
2023-11-06 2023-09-30 13F-HR 72 3,457,809
2023-08-02 2023-06-30 13F-HR 73 3,517,836
2023-04-27 2023-03-31 13F-HR 81 3,238,497
2023-02-02 2022-12-31 13F-HR 79 2,721
2022-10-19 2022-09-30 13F-HR 79 2,444,568
2022-07-13 2022-06-30 13F-HR 76 2,569,373
2022-04-26 2022-03-31 13F-HR 74 2,965,524
2022-02-07 2021-12-31 13F-HR 68 3,151,949
2021-10-18 2021-09-30 13F-HR 52 2,535,247
2021-08-02 2021-06-30 13F-HR 52 2,573,481
2021-04-27 2021-03-31 13F-HR 53 2,304,512
2021-01-22 2020-12-31 13F-HR 54 2,167,325
2020-10-28 2020-09-30 13F-HR 52 2,014,787
2020-07-16 2020-06-30 13F-HR 51 1,843,785
2020-04-30 2020-03-31 13F-HR 47 1,542,535
2020-01-23 2019-12-31 13F-HR/A 1 R 46 1,935,118
2020-01-22 2019-12-31 13F-HR 0 0
2019-10-29 2019-09-30 13F-HR 76 1,957,620
2019-07-17 2019-06-30 13F-HR 78 1,985,160
2019-04-18 2019-03-31 13F-HR 74 1,916,736
2019-01-14 2018-12-31 13F-HR 72 1,649,963
2018-10-04 2018-09-30 13F-HR 73 2,034,079
2018-08-22 2018-06-30 13F-HR/A 1 R 71 1,713,054
2018-08-21 2018-06-30 13F-HR 71 13,496
2018-04-06 2018-03-31 13F-HR 74 1,706,208
2018-01-10 2017-12-31 13F-HR 77 1,709,777
2017-10-12 2017-09-30 13F-HR 78 1,609,508
2017-07-11 2017-06-30 13F-HR 77 1,535,847
2017-04-07 2017-03-31 13F-HR 98 1,584,048
2017-01-12 2016-12-31 13F-HR 110 1,525,637
2016-10-12 2016-09-30 13F-HR 95 1,485,875
2016-07-28 2016-06-30 13F-HR 99 1,332,237
2016-04-08 2016-03-31 13F-HR 106 1,307,502
2016-01-22 2015-12-31 13F-HR 109 1,328,536
2015-10-08 2015-09-30 13F-HR 106 1,249,641
2015-07-09 2015-06-30 13F-HR 101 1,350,512
2015-05-06 2015-03-31 13F-HR/A 1 R 94 1,393,523
2015-04-14 2015-03-31 13F-HR 95 1,447,316
2015-01-08 2014-12-31 13F-HR 94 1,447,107
2014-10-09 2014-09-30 13F-HR/A 1 R 94 1,452,584
2014-10-07 2014-09-30 13F-HR 95 1,580,463
2014-07-28 2014-06-30 13F-HR 95 1,529,889
2014-04-24 2014-03-31 13F-HR 161 2,104,638
2014-01-21 2013-12-31 13F-HR 161 1,957,123
2013-10-23 2013-09-30 13F-HR 179 1,702,510
2013-08-08 2013-06-30 13F-HR/A 1 R 84 1,145,285
2013-08-08 2013-06-30 13F-HR 89 1,158,049