13F Filings History of Perpetual Ltd

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • Perpetual Ltd Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • Perpetual Ltd reported 419 equity holdings with a total reported market value of $6,805,183,984 for Q2 2026. Top reported holdings included SRE, TEL, ATO, CRH, and PM.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Sylvie DIMARCO - Company Secretary
Manager location
Sydney, New South Wales

Follow Filing Activity

Follow Perpetual Ltd with Pro and return when a new 13F portfolio filing changes the record on this page.

Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.

Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$6,805,183,984
Quarter delta
+$509,592,247
Accepted
15 Jul 2026, 13:27
Rows shown
1-25 of 54
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 419 $6,805,183,984 +$1,360,882,386 -$1,153,175,825 +$207,706,561 SRE, TEL, ATO, CRH, PM 13F-HR 15 Jul 2026, 13:27
Q1 2026 424 $6,295,591,737 +$852,292,001 -$1,262,957,511 -$410,665,510 SRE, ATO, ICE, PM, CSX 13F-HR 14 Apr 2026, 09:06
Q4 2025 411 $6,913,922,403 +$1,109,754,170 -$2,199,366,592 -$1,089,612,422 SRE, MSFT, ATO, PM, CRH 13F-HR 20 Jan 2026, 13:30
Q3 2025 400 $8,055,904,553 +$1,044,178,196 -$1,796,164,069 -$751,985,873 SRE, MSFT, CDW, ATO, FLUT 13F-HR 10 Oct 2025, 06:41
Q2 2025 416 $8,520,062,405 +$1,134,633,504 -$1,770,543,384 -$635,909,880 FLUT, MELI, ICE, SE, ORCL 13F-HR 11 Jul 2025, 08:04
Q1 2025 411 $8,280,155,688 +$1,143,447,477 -$1,264,266,860 -$120,819,383 MELI, SE, ICE, FLUT, ATO 13F-HR 24 Apr 2025, 06:01
Q4 2024 409 $8,406,331,710 +$1,251,788,129 -$1,776,333,128 -$524,544,999 FLUT, MSFT, MELI, SPOT, ICE 13F-HR 17 Jan 2025, 06:24
Q3 2024 418 $9,208,237,683 +$1,001,423,412 -$1,713,178,246 -$711,754,834 LIN, FLUT, MELI, MSFT, SPOT 13F-HR 09 Oct 2024, 06:02
Q2 2024 424 $9,199,151,672 +$1,263,146,042 -$2,089,232,530 -$826,086,488 LIN, CRH, MSFT, MELI, FLUT 13F-HR 30 Jul 2024, 10:23
Q1 2024 433 $10,230,260,016 +$1,068,233,543 -$1,041,078,693 +$27,154,850 LIN, CRH, MSFT, ITUB, ELV Restatement 16 Apr 2024, 12:53
Q4 2023 431 $9,691,900,517 +$1,177,339,064 -$2,267,927,209 -$1,090,588,145 LIN, CRH, GXO, ITUB, GLOB 13F-HR 15 Feb 2024, 06:02
Q3 2023 442 $9,677,391,089 +$1,060,126,306 -$2,422,883,608 -$1,362,757,302 LIN, HSIC, GXO, APTV, MELI 13F-HR 10 Oct 2023, 13:29
Q2 2023 461 $11,332,927,052 +$1,363,113,902 -$1,525,119,983 -$162,006,081 LIN, CNH, GXO, HSIC, ITUB 13F-HR 13 Jul 2023, 12:57
Q1 2023 496 $10,968,702,877 $0 $0 $0 CNH, HSIC, APTV, GXO, ACN 13F-HR 08 May 2023, 06:21
Q4 2022 0 $0 13F-NT 14 Feb 2023, 08:27
Q3 2022 0 $0 13F-NT 10 Nov 2022, 10:41
Q2 2022 0 $0 13F-NT 10 Aug 2022, 16:56
Q1 2022 0 $0 13F-NT 09 May 2022, 18:18
Q4 2021 0 $0 13F-NT 11 Feb 2022, 19:31
Q3 2021 0 $0 13F-NT 09 Nov 2021, 14:03
Q2 2021 0 $0 13F-NT 13 Aug 2021, 10:55
Q1 2021 0 $0 13F-NT 10 May 2021, 12:05
Q4 2020 0 $0 13F-NT 16 Feb 2021, 06:15
Q3 2020 331 $1,389,304,000 +$543,697,646 -$317,548,378 +$226,149,268 IWD, MSFT, AMZN, IAU, VWO 13F-HR 08 Dec 2020, 11:03
Q2 2020 226 $1,069,672,000 +$479,319,644 -$232,713,854 +$246,605,790 MSFT, IWD, AMZN, NOMD, META Restatement 08 Dec 2020, 11:01
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .