Entity type
Company
Filer Snapshot
Perpetual Ltd
CIK 0001647273. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
59
Latest filing
15 Jul 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q2 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$6.81B
419 holdings for Q2 2026
Open portfolioLargest parsed holding
SRE
$262.81M reported value
Open holding13D/G large stake
NEWS CORP
30 Jun 2026 · 4.5% ownership
Open 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Schedule 13D/G
View source filing
SCHEDULE 13G/A filed on 15 Jul 2026 for CIK 0001647273.
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
13F portfolio$6.81BQuarterly institutional holdings reported on Form 13F; not total AUM.
Latest reported 13F value
13F$6.81BReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Source: SEC Form 13FScope: U.S.-listed equity holdingsLargest 13F holdings
13FSRE TEL ATO CRH PM+15 more
ICE BKR UNP MSFT APTV TSM FCX TIGO NVDA TMO GOOGL ADBE PBR FIS NULargest symbols in the latest parsed Form 13F information table.
Freshness: Latest parsed 13F periodLargest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
SRE TEL ATO CRH PM ICE BKR UNP+12 more
MSFT APTV TSM FCX TIGO NVDA TMO GOOGL ADBE PBR FIS NULargest active 13G stakes
Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.
NWSA NEWS CORPHow to read these SEC ownership signals
- Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
- Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
- Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
- Business address
- 14/123 Pitt Street, Sydney, New South Wales, 2000
- Incorporated in
- Australia
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 1 profile field available
Filer intelligence
What SEC filings say about Perpetual Ltd
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $6.81B across 419 reported holdings for Q2 2026.
- Largest parsed 13F holding: SRE at $262.81M.
- 1 recent 13D/G stake row found; top row is NEWS CORP at 4.5% ownership.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
16%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$1.06B
Compared with $6.81B total 13F value.
Top 5 net change
+$18.37M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: APTV · Largest trim: CSX
SRE
TEL
ATO
CRH
PM
Other holdings
13D/G large-stake context
NEWS CORP
30 Jun 2026 · Depositary Receipts, Class B Shares
Latest update
What changed recently for Perpetual Ltd
Latest Schedule 13D/G period: 30 Jun 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
15 Jul 2026
Page type
Filer profile
Latest period
30 Jun 2026
Schedule 13D/G context is visible from filings filed on 15 Jul 2026.
Benchmark Context
Benchmark context for this company
Perpetual Ltd has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest Schedule 13D/G period: 30 Jun 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001647273 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
59
First seen
25 Sep 2017
Latest filing
15 Jul 2026
Entity
Company
Observed form types
13F-HR
13F-HR/A
13F-NT
SCHEDULE 13G
SCHEDULE 13G/A
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 59 SEC filings for Perpetual Ltd.
SCHEDULE 13G/A
SCHEDULE 13G/A filing
- Filing date
- 15 Jul 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 15 Jul 2026
- Reporting date
- 30 Jun 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Apr 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 20 Jan 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G
SCHEDULE 13G filing
- Filing date
- 16 Oct 2025
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 Oct 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Jul 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 24 Apr 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 17 Jan 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 09 Oct 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 30 Jul 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR/A
13F-HR/A filing
- Filing date
- 16 Apr 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing