Ninety One UK 13F Holdings & Latest Moves
Ninety One UK reported a 13F portfolio worth $43.13B as of Q1 2026. Latest 13F moves (filed Oct 15, 2026): 3 new positions, 13 added, 25 reduced, 1 sold out. Largest change by value: reduced $MSFT ($2.70B held).
- 13F value (Q1 2026)
- $43.13B
- New positions
- 3
- Added / reduced
- 13 / 25
- Sold out
- 1
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $MRSH | Added | +1.66M (+41.83%) | 5.63M | $961.67M | Read | ||||
| $META | Added | +491.53K (+95.45%) | 1.01M | $729.89M | Read | ||||
| $B | Added | +1.64M (+13.12%) | 14.14M | $575.22M | Read | ||||
| $MNST | Added | +6.18M (+89.10%) | 13.11M | $545.44M | Read | ||||
| $SPGI | Added | +384.26K (+39.56%) | 1.36M | $534.72M | Read |
Biggest reduced and exited positions
New positions in the latest 13F
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $MRSH | Added | +1.66M (+41.83%) | 5.63M | $961.67M | Read | ||||
| $META | Added | +491.53K (+95.45%) | 1.01M | $729.89M | Read | ||||
| $B | Added | +1.64M (+13.12%) | 14.14M | $575.22M | Read | ||||
| $MNST | Added | +6.18M (+89.10%) | 13.11M | $545.44M | Read | ||||
| $SPGI | Added | +384.26K (+39.56%) | 1.36M | $534.72M | Read | ||||
| $MA | Added | +179.88K (+24.14%) | 925.19K | $510.21M | Read | ||||
| $UNH | Added | +163.35K (+14.80%) | 1.27M | $464.99M | Read | ||||
| $ILMN | Added | +1.36M (+37919.96%) | 1.36M | $372.20M | Read | ||||
| $FDX | Added | +850.60K (+461.70%) | 1.03M | $295.02M | Read | ||||
| $KGC | Added | +5.87M (+214.15%) | 8.61M | $208M | Read | ||||
| $VIK | Added | +1.36M (+229.47%) | 1.95M | $152.73M | Read | ||||
| $MU | Added | +67.70K (+15818.93%) | 68.13K | $72.57M | Read | ||||
| $NBIX | Added | +434.61K (+160372.69%) | 434.88K | $61.68M | Read |
Reduced positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $MSFT | Reduced | -311.17K (-5.59%) | 5.26M | $2.70B | Read | ||||
| $NVDA | Reduced | -829.70K (-7.18%) | 10.73M | $2.45B | Read | ||||
| $GOOGL | Reduced | -394.48K (-5.79%) | 6.41M | $2.21B | Read | ||||
| $V | Reduced | -534.10K (-8.76%) | 5.56M | $2B | Read | ||||
| $JNJ | Reduced | -285.33K (-4.21%) | 6.49M | $1.72B | Read | ||||
| $AAPL | Reduced | -346.99K (-7.08%) | 4.55M | $1.52B | Read | ||||
| $PM | Reduced | -651.78K (-9.07%) | 6.54M | $1.25B | Read | ||||
| $AVGO | Reduced | -596.93K (-21.43%) | 2.19M | $768.51M | Read | ||||
| $ADP | Reduced | -400.89K (-14.68%) | 2.33M | $601.19M | Read | ||||
| $CVX | Reduced | -311.22K (-10.56%) | 2.64M | $538.51M | Read | ||||
| $TKO | Reduced | -375.64K (-11.96%) | 2.76M | $496.80M | Read | ||||
| $TSM | Reduced | -507.88K (-34.55%) | 962.27K | $438.98M | Read | ||||
| $LLY | Reduced | -225.44K (-39.52%) | 344.97K | $399.16M | Read | ||||
| $CFG | Reduced | -1.73M (-22.01%) | 6.12M | $390.45M | Read | ||||
| $DAL | Reduced | -1.14M (-29.42%) | 2.74M | $228.66M | Read | ||||
| $J | Reduced | -1.28M (-45.25%) | 1.55M | $210.02M | Read | ||||
| $COST | Reduced | -99.82K (-32.62%) | 206.16K | $187.67M | Read | ||||
| $ABT | Reduced | -690.69K (-27.81%) | 1.79M | $177.22M | Read | ||||
| $QCOM | Reduced | -415.81K (-47.32%) | 462.89K | $85.19M | Read | ||||
| $NU | Reduced | -8.86M (-62.63%) | 5.29M | $66.94M | Read | ||||
| $AZN | Reduced | -1.23M (-80.88%) | 290.21K | $47.34M | Read | ||||
| $LIN | Reduced | -138.73K (-64.46%) | 76.48K | $36.30M | Read | ||||
| $Z | Reduced | -2.65M (-76.33%) | 821.97K | $22.30M | Read | ||||
| $GS | Reduced | -230.75K (-98.78%) | 2.84K | $2.56M | Read | ||||
| $BSX | Reduced | -3.48M (-99.50%) | 17.66K | $770.77K | Read |
Sold out position in the latest 13F
All tracked 13F moves by Ninety One UK
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $V | Reduced | -534.10K (-8.76%) | 5.56M | $2B | Read | ||||
| $PM | Reduced | -651.78K (-9.07%) | 6.54M | $1.25B | Read | ||||
| $NVDA | Reduced | -829.70K (-7.18%) | 10.73M | $2.45B | Read | ||||
| $MSFT | Reduced | -311.17K (-5.59%) | 5.26M | $2.70B | Read | ||||
| $JNJ | Reduced | -285.33K (-4.21%) | 6.49M | $1.72B | Read | ||||
| $AAPL | Reduced | -346.99K (-7.08%) | 4.55M | $1.52B | Read | ||||
| $GOOGL | Reduced | -394.48K (-5.79%) | 6.41M | $2.21B | Read | ||||
| $SYY | New | +2.13M | 2.13M | $166.15M | Read | ||||
| $SKHY | New | +299.06K | 299.06K | $55.07M | Read | ||||
| $CMG | New | +3.73M | 3.73M | $119.21M | Read | ||||
| $Z | Reduced | -2.65M (-76.33%) | 821.97K | $22.30M | Read | ||||
| $TKO | Reduced | -375.64K (-11.96%) | 2.76M | $496.80M | Read | ||||
| $GS | Reduced | -230.75K (-98.78%) | 2.84K | $2.56M | Read | ||||
| $TSM | Reduced | -507.88K (-34.55%) | 962.27K | $438.98M | Read | ||||
| $QCOM | Reduced | -415.81K (-47.32%) | 462.89K | $85.19M | Read | ||||
| $NU | Reduced | -8.86M (-62.63%) | 5.29M | $66.94M | Read | ||||
| $LIN | Reduced | -138.73K (-64.46%) | 76.48K | $36.30M | Read | ||||
| $J | Reduced | -1.28M (-45.25%) | 1.55M | $210.02M | Read | ||||
| $LLY | Reduced | -225.44K (-39.52%) | 344.97K | $399.16M | Read | ||||
| $DAL | Reduced | -1.14M (-29.42%) | 2.74M | $228.66M | Read | ||||
| $COST | Reduced | -99.82K (-32.62%) | 206.16K | $187.67M | Read | ||||
| $CFG | Reduced | -1.73M (-22.01%) | 6.12M | $390.45M | Read | ||||
| $CVX | Reduced | -311.22K (-10.56%) | 2.64M | $538.51M | Read | ||||
| $AVGO | Reduced | -596.93K (-21.43%) | 2.19M | $768.51M | Read | ||||
| $BSX | Reduced | -3.48M (-99.50%) | 17.66K | $770.77K | Read | ||||
| $ADP | Reduced | -400.89K (-14.68%) | 2.33M | $601.19M | Read | ||||
| $AZN | Reduced | -1.23M (-80.88%) | 290.21K | $47.34M | Read | ||||
| $AU | Sold out | -2.02M | — | — | Read | ||||
| $ABT | Reduced | -690.69K (-27.81%) | 1.79M | $177.22M | Read | ||||
| $VIK | Added | +1.36M (+229.47%) | 1.95M | $152.73M | Read | ||||
| $UNH | Added | +163.35K (+14.80%) | 1.27M | $464.99M | Read | ||||
| $SPGI | Added | +384.26K (+39.56%) | 1.36M | $534.72M | Read | ||||
| $NBIX | Added | +434.61K (+160372.69%) | 434.88K | $61.68M | Read | ||||
| $MNST | Added | +6.18M (+89.10%) | 13.11M | $545.44M | Read | ||||
| $MU | Added | +67.70K (+15818.93%) | 68.13K | $72.57M | Read | ||||
| $META | Added | +491.53K (+95.45%) | 1.01M | $729.89M | Read | ||||
| $MA | Added | +179.88K (+24.14%) | 925.19K | $510.21M | Read | ||||
| $MRSH | Added | +1.66M (+41.83%) | 5.63M | $961.67M | Read | ||||
| $KGC | Added | +5.87M (+214.15%) | 8.61M | $208M | Read | ||||
| $ILMN | Added | +1.36M (+37919.96%) | 1.36M | $372.20M | Read | ||||
| $FDX | Added | +850.60K (+461.70%) | 1.03M | $295.02M | Read | ||||
| $B | Added | +1.64M (+13.12%) | 14.14M | $575.22M | Read | ||||
| $UBS | Reduced | -141.61K (-1.60%) | 8.69M | $418.67M | — | ||||
| $UBS | Reduced | -141.61K (-1.60%) | 8.69M | $430.58M | — | ||||
| $SNX | Reduced | -134.79K (-6.05%) | 2.09M | $563.62M | +0.2% | +5.4% | — | ||
| $SNX | Reduced | -134.79K (-6.05%) | 2.09M | $580.27M | +0.2% | +5.4% | — | ||
| $NVDA | Reduced | -1.23M (-9.83%) | 11.29M | $2.24B | -4.7% | +3.2% | — | ||
| $JNJ | Reduced | -168.45K (-2.47%) | 6.64M | $1.69B | -0.1% | +1.8% | — | ||
| $GM | Reduced | -414.37K (-8.38%) | 4.53M | $349.12M | -2.9% | +2.2% | — | ||
| $FCX | Reduced | -59.80K (-1.29%) | 4.58M | $288.30M | -7.4% | +5.4% | — | ||
| $LLY | Reduced | -16.78K (-3.10%) | 524.22K | $644.76M | +9.0% | +20.7% | — | ||
| $CRH | Reduced | -125.32K (-3.64%) | 3.32M | $355.29M | -2.2% | -13.2% | — | ||
| $CRH | Reduced | -125.32K (-3.64%) | 3.32M | $348.09M | -2.2% | -13.2% | — | ||
| $GOOGL | Reduced | -706.11K (-7.86%) | 8.27M | $2.95B | +12.0% | +12.9% | — | ||
| $AZN | New | +2.05M | 2.05M | $373.13M | -2.6% | -1.3% | — | ||
| $AZN | New | +2.05M | 2.05M | $388.16M | -2.6% | -1.3% | — | ||
| $TMO | Reduced | -255.20K (-28.59%) | 637.26K | $302.60M | -0.1% | -4.6% | — | ||
| $TKO | Reduced | -1.39M (-27.70%) | 3.62M | $736.02M | -0.3% | +0.9% | — | ||
| $TKO | Reduced | -1.39M (-27.70%) | 3.62M | $728.60M | -0.3% | +0.9% | — | ||
| $TMO | Reduced | -255.20K (-28.59%) | 637.26K | $318.99M | -0.1% | -4.6% | — | ||
| $GS | Reduced | -135.17K (-27.70%) | 352.78K | $356.79M | -0.3% | +7.3% | — | ||
| $TTWO | Reduced | -769.72K (-39.95%) | 1.16M | $285.96M | +2.5% | +4.7% | Read | ||
| $TSM | Reduced | -435.72K (-21.65%) | 1.58M | $753.21M | -1.2% | +2.4% | — | ||
| $MNST | Reduced | -1.13M (-13.17%) | 7.46M | $716.60M | -1.4% | +11.7% | — | ||
| $MNST | Reduced | -1.13M (-13.17%) | 7.46M | $686.11M | -1.4% | +11.7% | — | ||
| $MSFT | Reduced | -1.20M (-18.15%) | 5.40M | $2B | -2.4% | -1.8% | — | ||
| $MA | Reduced | -168.99K (-13.66%) | 1.07M | $548.39M | -1.7% | -2.2% | — | ||
| $AVGO | Reduced | -720.65K (-20.08%) | 2.87M | $1.08B | -0.3% | -0.2% | — | ||
| $B | Reduced | -1.43M (-10.71%) | 11.92M | $437.90M | -5.5% | +2.5% | — | ||
| $ADSK | Reduced | -615.64K (-13.26%) | 4.03M | $780.01M | +2.9% | +0.3% | — | ||
| $ADSK | Reduced | -615.64K (-13.26%) | 4.03M | $831.70M | +2.9% | +0.3% | — | ||
| $TT | Added | +146.81K (+21.77%) | 821.04K | $377.79M | 0.0% | -5.1% | — | ||
| $TT | Added | +146.81K (+21.77%) | 821.04K | $403.26M | 0.0% | -5.1% | — | ||
| $BA | Added | +394.08K (+45.99%) | 1.25M | $272.84M | -2.2% | -5.8% | — | ||
| $SPGI | Added | +58.86K (+6.39%) | 979.89K | $410.49M | -2.5% | -5.6% | — | ||
| $SPGI | Added | +58.86K (+6.39%) | 979.89K | $399.07M | -2.5% | -5.6% | — | ||
| $QCOM | Added | +1.59M (+422.88%) | 1.97M | $364.36M | +18.9% | +67.2% | — | ||
| $MRSH | Added | +487.14K (+13.75%) | 4.03M | $680.20M | -2.3% | -4.8% | — | ||
| $META | Added | +127.61K (+31.81%) | 528.84K | $297.89M | -9.8% | -9.3% | — | ||
| $MRSH | Added | +487.14K (+13.75%) | 4.03M | $671.54M | -2.3% | -4.8% | — | ||
| $JPM | Added | +284.02K (+14.05%) | 2.31M | $754.70M | +1.4% | -0.5% | — | ||
| $J | Added | +99.03K (+3.14%) | 3.26M | $410.17M | +1.8% | -8.2% | — | ||
| $J | Added | +99.03K (+3.14%) | 3.26M | $411.18M | +1.8% | -8.2% | — | ||
| $INTU | Added | +488.44K (+35.08%) | 1.88M | $490.87M | +0.8% | -23.1% | — | ||
| $IBN | Added | +313.56K (+3.36%) | 9.65M | $280.19M | -4.3% | -5.0% | — | ||
| $IBN | Added | +313.56K (+3.36%) | 9.65M | $265.04M | -4.3% | -5.0% | — | ||
| $RACE | Added | +198.98K (+21.98%) | 1.10M | $411.05M | -3.0% | -6.3% | — | ||
| $XOM | Added | +1.34M (+48.40%) | 4.12M | $562.67M | +2.6% | +1.3% | — | ||
| $EW | Added | +4.66M (+60.26%) | 12.40M | $1.06B | -0.2% | +4.0% | — | ||
| $EW | Added | +4.66M (+60.26%) | 12.40M | $1.12B | -0.2% | +4.0% | — | ||
| $DAL | Added | +118.51K (+3.38%) | 3.62M | $339.35M | +0.8% | +16.3% | — | ||
| $CFG | Added | +193.51K (+2.94%) | 6.77M | $474.25M | +1.7% | +0.5% | — | ||
| $CVX | Added | +1.60M (+382.36%) | 2.01M | $333.94M | +2.9% | +0.6% | — | ||
| $CFG | Added | +193.51K (+2.94%) | 6.77M | $450.15M | +1.7% | +0.5% | — | ||
| $BSX | Added | +1.86M (+34.24%) | 7.31M | $311.38M | -9.0% | -7.1% | — | ||
| $BKNG | Added | +1.12M (+21.54%) | 6.33M | $1.13B | -5.9% | -9.4% | — | ||
| $AAPL | Added | +2.07M (+69.06%) | 5.06M | $1.45B | +3.3% | +13.9% | — | ||
| $ABT | Added | +421.44K (+15.68%) | 3.11M | $282.67M | -1.8% | -4.9% | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Ninety One UK holds or traded
Frequently asked questions
What did Ninety One UK buy and sell in its latest 13F?
It opened or added to $MRSH, $META, $B, $MNST and $SPGI; it cut or exited $MSFT, $NVDA, $GOOGL, $V and $JNJ.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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