Walter Scott & Partners Ltd has submitted a 13F notice, reflecting a change in its investment strategy as of September 30, 2026. This filing is significant as it provides insight into the firm's portfolio adjustments and overall direction.

Background

Walter Scott & Partners Ltd is a company based in Edinburgh, Scotland. The firm focuses on investment management and operates under the SEC's regulations. Its recent filings include multiple 13F notices, with the latest being filed on November 5, 2026, under the accession number 0001462006-26-000007.

What the Filing Says

The filing indicates a report for the quarter ending September 30, 2026. It is categorized under the 13F notice type, which is used by institutional investment managers to disclose their equity holdings. The submission was made by Andrew Weiser, acting as Attorney-In-Fact for the firm.

Impact

This filing may affect various stakeholders, including investors and competitors in the investment management industry. The mention of Bank of New York Mellon Corp as another manager in the filing suggests a competitive landscape where firms are continuously adapting their strategies.

What's Next

The filing does not say what happens next.

Filing Details

The 13F-NT filing was submitted on November 5, 2026, and pertains to the quarter ending September 30, 2026. This type of filing is used to report changes in the investment holdings of institutional investment managers, which can provide valuable insights into market trends and investment strategies.

Company Information

Walter Scott & Partners Ltd is incorporated in an unspecified jurisdiction (indicated as X0) and has a fiscal year ending on December 31. The firm operates from its business address at One Charlotte Square, Edinburgh, EH2 4DR, Scotland. The contact number provided in the filing is +44 131 225 1357.

Other Managers

The filing also mentions Bank of New York Mellon Corp as another manager, indicating that there are multiple institutional investors involved in the same market space. This highlights the competitive nature of the investment management industry, where firms like Walter Scott & Partners Ltd are continuously adjusting their strategies in response to market conditions.

Signature Information

The submission was signed by Andrew Weiser, who serves as Attorney-In-Fact for Walter Scott & Partners Ltd. His signature was dated November 5, 2026, and he is based in New York, NY. The filing also includes his contact phone number, which is 212-635-8992.

Limitations of the Filing

While the filing provides insights into the firm's recent investment strategy, it does not disclose specific details about the individual securities held or the overall value of the portfolio. Additionally, it does not provide information on the reasons behind the changes in investment strategy or any potential future plans for the firm.