Advertisement
Screener

WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST Info

WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST info

WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST (SEC CIK 1026720) first filed with the SEC on 1996-11-12 (Form SC 13D) and has filed 113 times since, including 71 Form 13F-HR quarterly holdings reports. It is organized in — and registered at 215 EUSTON ROAD, LONDON, United Kingdom, NW1 2BE.

  • Name: Value WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST.
  • SEC CIK: Value 1026720.
  • State of organization: Value —.
  • Business address: Value 215 EUSTON ROAD, LONDON, United Kingdom, NW1 2BE.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameWELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
SEC CIK1026720
State of organization
Business address215 EUSTON ROAD, LONDON, United Kingdom, NW1 2BE
Mailing address215 EUSTON ROAD, LONDON, United Kingdom, NW1 2BE
Phone011 44 20 7611 8888
Fiscal year end
Former namesWELLCOME TRUST LTD (1996-11-12 to 2011-11-01)

SEC Filing History

FieldValue
First SEC filing1996-11-12 (Form SC 13D)
Latest SEC filing2026-08-04 (Form N-PX)
Filings on EDGAR113
First Form 13F-HR2009-02-17 (quarter ended 2008-12-31)
Latest Form 13F-HR2026-07-09 (quarter ended 2026-06-30)
Form 13F-HR filings71

Filings by Form

FormFilingsLatest
13F-HR712026-07-09
SC 13G/A122021-11-15
SC 13G92016-02-12
472016-08-26
342015-11-12
13F-HR/A32021-08-31
N-PX32026-08-04
SC 13D22011-05-27
SC 13D/A22011-12-23

Filings by Year

YearFilingsForm 13F-HR
202643
202554
202454
202344
202244
202174
202054
201954
201844
201744
2016124
2015104
201484
201354
201264
2011124
201044
200944
200310
200110
199910
199810
199610

Similar Firms

Firm NameCountry13F ValueHoldings
Allen Investment Management, LLCUnited States$8.088B221
KESTRA PRIVATE WEALTH SERVICES, LLCUnited States$8.112B1,762
COLDSTREAM CAPITAL MANAGEMENT INCUnited States$8.117B1,371
FOUNDATIONS INVESTMENT ADVISORS, LLCUnited States$8.071B1,616
Vinva Investment Management LtdAustralia$8.068B435
WHITEBOX ADVISORS LLCUnited States$8.124B568
Madison Asset Management, LLCUnited States$8.064B349
Compagnie Lombard Odier SCmASwitzerland$8.135B643
OP Asset Management LtdFinland$8.136B719
Williams Jones Wealth Management, LLC.United States$8.138B540