Ninety One Uk LTD Portfolio Holdings

Ninety One Uk LTD

  • $43.2 Billion
  • Q3 2025

Ninety One Uk LTD has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $43.2 Billion distributed in 212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $3.86B, Nvidia Corp with a value of $2.18B, Alphabet Inc. with a value of $2.16B, Visa Inc. with a value of $2.13B, and Broadcom Inc. with a value of $1.24B.

Examining the 13F form we can see an increase of $832M in the current position value, from $42.4B to 43.2B.

Ninety One Uk LTD is based out at London, X0

Below you can find more details about Ninety One Uk LTD portfolio as well as his latest detailed transactions.

Portfolio value $43.2 Billion
Technology: $13.7 Billion
Financial Services: $7.52 Billion
Communication Services: $5.84 Billion
Healthcare: $4.54 Billion
Consumer Cyclical: $4.43 Billion
Industrials: $2.57 Billion
Consumer Defensive: $1.92 Billion
Basic Materials: $1.17 Billion
Other: $1.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$255B
$14.2 Million 0.03% of portfolio
42,819
Q3 2025 Reduced 39.59%
$235B
$11.2 Million 0.03% of portfolio
133,586
Q3 2025 Added 45.87%
$26.5B
$11.9 Million 0.03% of portfolio
83,064
Q3 2025 New
$2.27B
$15 Million 0.03% of portfolio
1,178,254
Q3 2025 Added 1.59%
$5.57B
$12.5 Million 0.03% of portfolio
404,399
Q3 2025 New
$31.2B
$13.6 Million 0.03% of portfolio
194,483
Q4 2018 Added 986.5%
$39.2B
$14.5 Million 0.03% of portfolio
86,785
Q3 2025 Added 15.27%
$12.5B
$12.4 Million 0.03% of portfolio
43,047
Q3 2025 Added 1.58%
$3.96B
$6.98 Million 0.02% of portfolio
93,755
Q3 2025 Reduced 4.82%
$558M
$9.2 Million 0.02% of portfolio
5,029,303
Q3 2025 Added 1.59%
$22B
$8.62 Million 0.02% of portfolio
158,313
Q3 2025 Reduced 40.98%
$319B
$9.38 Million 0.02% of portfolio
137,029
Q3 2025 Reduced 7.49%
$161B
$6.96 Million 0.02% of portfolio
6,457
Q3 2025 Reduced 9.78%
$30.4B
$8.44 Million 0.02% of portfolio
102,158
Q3 2025 Added 11.81%
$5.65B
$7.1 Million 0.02% of portfolio
82,494
Q3 2025 Reduced 89.47%
$16.9B
$9.15 Million 0.02% of portfolio
102,056
Q3 2025 Reduced 30.12%
$367B
$7.6 Million 0.02% of portfolio
18,747
Q3 2025 Reduced 9.86%
$160B
$8.94 Million 0.02% of portfolio
45,111
Q3 2025 Added 1.1%
$113B
$3.07 Million 0.01% of portfolio
32,453
Q3 2025 Reduced 4.57%
$1.41B
$5.97 Million 0.01% of portfolio
1,139,601
Q3 2025 New
$50B
$2.86 Million 0.01% of portfolio
53,201
Q4 2024 Reduced 10.86%
$70.1B
$5.63 Million 0.01% of portfolio
33,065
Q3 2025 New
$103B
$3.78 Million 0.01% of portfolio
1,618
Q3 2025 Reduced 10.61%
$49.5B
$4.73 Million 0.01% of portfolio
27,904
Q3 2025 Reduced 20.43%
$40.1B
$3.16 Million 0.01% of portfolio
1,417,785
Q3 2025 Reduced 49.35%
$662M
$4.44 Million 0.01% of portfolio
3,385,918
Q3 2025 Added 1.59%
$25B
$4.82 Million 0.01% of portfolio
94,967
Q3 2025 Added 105.05%
$18.5B
$3.62 Million 0.01% of portfolio
43,585
Q1 2025 New
$2.39B
$3.79 Million 0.01% of portfolio
312,746
Q3 2024 Added 67.77%
$283B
$6,000 0.0% of portfolio
52
Q2 2025 Reduced 64.63%
$104B
$4,000 0.0% of portfolio
62
Q2 2025 New
$0
$219,000 0.0% of portfolio
2,610
Q3 2024 New
$204M
$260,000 0.0% of portfolio
98,258
Q4 2024 Reduced 77.57%
Flutter Entertainment PLC
-
$0 0.0% of portfolio
-
Q3 2025 New
$22.8B
$14,000 0.0% of portfolio
117
Q2 2025 Reduced 20.95%
Veralto Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 6.22%
$0
$345,000 0.0% of portfolio
6,520
Q3 2024 New
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 20.41%
$13B
$0 0.0% of portfolio
-
Q3 2025 Reduced 51.88%
$0
$136,000 0.0% of portfolio
2,691
Q4 2024 Reduced 68.26%
$92.7B
$530,000 0.0% of portfolio
2,037
Q3 2025 Reduced 4.55%
Canadian Pacific Kansas City LTD
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.46%
Sirius Xm Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 78.33%
Smurfit West Rock PLC
-
$0 0.0% of portfolio
-
Q3 2025 New
$279B
$28,000 0.0% of portfolio
107
Q3 2025 Reduced 7.76%
Brookfield Renewable Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.23%
Brookfield Infrastructure Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.17%
$34.9B
$638,000 0.0% of portfolio
2,681
Q3 2025 Reduced 98.96%
$54.5B
$1.69 Million 0.0% of portfolio
9,025
Q3 2025 Reduced 4.58%

Summary

  • Portfolio
  • No. of Stocks 212
  • Current Value $43.2 Billion
  • Prior Value $42.4 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR/A
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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