Funds › Rothschild & Co Wealth Management UK Ltd
Rothschild & Co Wealth Management UK Ltd
13F for Q3 2026, filed Oct 20, 2026. 25 positions worth $7.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Rothschild & Co Wealth Management UK Ltd in the latest 13F quarter?
Using 13F.ai, how has Rothschild & Co Wealth Management UK Ltd's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Rothschild & Co Wealth Management UK Ltd's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AXP American Express Company | 2.82M | $857.2M | 12.0% | -0.7% | 13F ↗ |
| 2 | MA Mastercard Incorporated | 1.34M | $737.5M | 10.3% | -0.9% | 13F ↗ |
| 3 | BRK-B Berkshire Hathaway Inc. Class B | 1.45M | $720.8M | 10.1% | -0.8% | 13F ↗ |
| 4 | BKNG Booking Holdings Inc. | 4.27M | $694.9M | 9.7% | -0.6% | 13F ↗ |
| 5 | DE Deere & Company | 990,042 | $664.9M | 9.3% | -14.9% | 13F ↗ |
| 6 | SUNB Sunbelt Rentals Holdings, Inc. | 8.65M | $633.1M | 8.8% | -0.1% | 13F ↗ |
| 7 | LIN Linde plc | 1.12M | $531.3M | 7.4% | New | 13F ↗ |
| 8 | SPGI S&P Global Inc. | 1.33M | $523.5M | 7.3% | -0.5% | 13F ↗ |
| 9 | MCO Moody's Corporation | 1.10M | $498.7M | 7.0% | -0.6% | 13F ↗ |
| 10 | CP Canadian Pacific Kansas City Limited | 5.16M | $438.8M | 6.1% | -1.3% | 13F ↗ |
| 11 | TXN Texas Instruments Incorporated | 1.29M | $360.8M | 5.0% | Unchanged | 13F ↗ |
| 12 | CMCSA Comcast Corporation | 11.25M | $244.7M | 3.4% | -0.5% | 13F ↗ |
| 13 | CHTR Charter Communications, Inc. | 782,766 | $86.8M | 1.2% | +37.2% | 13F ↗ |
| 14 | HEI-A HEICO Corporation Class A | 237,578 | $54.2M | 0.8% | New | 13F ↗ |
| 15 | W Wayfair Inc. | 377,434 | $38.7M | 0.5% | +7.6% | 13F ↗ |
| 16 | V Visa Inc. | 97,012 | $34.9M | 0.5% | +7.6% | 13F ↗ |
| 17 | iShares Tr Msci Uk Etf New | 264,370 | $12.3M | 0.2% | +52.5% | 13F ↗ |
| 18 | CNI Canadian National Railway Company | 96,121 | $11.4M | 0.2% | +4.5% | 13F ↗ |
| 19 | RYAAY Ryanair Holdings plc · ADR | 105,956 | $5.8M | 0.1% | -4.8% | 13F ↗ |
| 20 | iShares Tr Msci Ac Asia Etf | 44,713 | $5.2M | 0.1% | Unchanged | 13F ↗ |
| 21 | Direxion Shares ETF Trust Warrants | 39,063 | $4.7M | 0.1% | New | 13F ↗ |
| 22 | iShares Tr Core S&P500 Etf | 4,929 | $3.8M | 0.1% | Unchanged | 13F ↗ |
| 23 | iShares Inc Core Msci Emkt | 26,635 | $2.2M | <0.1% | -12.2% | 13F ↗ |
| 24 | Vanguard International Equity Index F Ftse Europe Etf | 8,666 | $752.2K | <0.1% | Unchanged | 13F ↗ |
| 25 | GLIBK Liberty Capital Corporation Series C | 31,645 | $734.2K | <0.1% | -87.3% | 13F ↗ |
Changes since Q2 2026
3 new, 5 added to, 14 trimmed, 3 exited, 3 unchanged. By estimated dollars.
New positions (3)
Added to (5)
Trimmed (14)
| DE Deere & Company | 990,042 | -14.9% | -$116.5M |
| MA Mastercard Incorporated | 1.34M | -0.9% | -$6.6M |
| AXP American Express Company | 2.82M | -0.7% | -$5.9M |
| CP Canadian Pacific Kansas City Limited | 5.16M | -1.3% | -$5.7M |
| BRK-B Berkshire Hathaway Inc. Class B | 1.45M | -0.8% | -$5.5M |
| GLIBK Liberty Capital Corporation Series C | 31,645 | -87.3% | -$5.1M |
| BKNG Booking Holdings Inc. | 4.27M | -0.6% | -$4.0M |
| MCO Moody's Corporation | 1.10M | -0.6% | -$3.0M |
| SPGI S&P Global Inc. | 1.33M | -0.5% | -$2.8M |
| CMCSA Comcast Corporation | 11.25M | -0.5% | -$1.2M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 20, 2026 | 13F-HR | 25 | $7.2B | Current | SEC ↗ |
| Q2 2026 | Jul 28, 2026 | 13F-HR | 25 | $6.9B | Current | SEC ↗ |
| Q1 2026 | May 8, 2026 | 13F-HR | 25 | $6.5B | Current | SEC ↗ |
| Q4 2025 | Jan 28, 2026 | 13F-HR | 25 | $6.4B | Current | SEC ↗ |
| Q3 2025 | Nov 7, 2025 | 13F-HR | 26 | $6.2B | Current | SEC ↗ |
| Q2 2025 | Aug 6, 2025 | 13F-HR | 27 | $6.7B | Current | SEC ↗ |
| Q1 2025 | May 6, 2025 | 13F-HR | 27 | $5.9B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer