Evelyn Partners Investment Management Services LTD Portfolio Holdings

Evelyn Partners Investment Management Services LTD

  • $745 Billion
  • Q3 2025

Evelyn Partners Investment Management Services LTD has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $745 Billion distributed in 266 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $53.5B, Alphabet Inc. with a value of $42.8B, Amazon Com Inc with a value of $39.4B, Visa Inc. with a value of $32.7B, and Stryker Corp with a value of $25.3B.

Examining the 13F form we can see an decrease of $5.7B in the current position value, from $751B to 745B.

Evelyn Partners Investment Management Services LTD is based out at London,

Below you can find more details about Evelyn Partners Investment Management Services LTD portfolio as well as his latest detailed transactions.

Portfolio value $745 Billion
Technology: $144 Billion
Financial Services: $142 Billion
Healthcare: $92.6 Billion
Consumer Cyclical: $85.8 Billion
Communication Services: $84.1 Billion
Consumer Defensive: $47.8 Billion
Basic Materials: $41.3 Billion
ETFs: $34 Billion
Other: $37.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Ferguson Enterprises Inc
-
$3.35 Billion 0.45% of portfolio
-
Q4 2024 Added 20.63%
$151B
$3.07 Billion 0.41% of portfolio
8,716
Q4 2024 Added 88.52%
$12.4B
$3.03 Billion 0.41% of portfolio
18,589
Q4 2024 Added 1.54%
$76.5B
$2.81 Billion 0.38% of portfolio
16,660
Q4 2024 Added 18.09%
$55.8B
$2.53 Billion 0.34% of portfolio
12,528
Q4 2024 Reduced 12.49%
$413B
$2.42 Billion 0.33% of portfolio
46,974
Q4 2024 Reduced 0.62%
$114B
$2.26 Billion 0.3% of portfolio
19,733
Q4 2024 Reduced 27.85%
$69.1B
$2.12 Billion 0.28% of portfolio
25,116
Q4 2024 Reduced 5.77%
$79.6B
$2.11 Billion 0.28% of portfolio
17,072
Q4 2024 Reduced 63.29%
$100B
$1.98 Billion 0.27% of portfolio
7,325
Q4 2024 Reduced 71.34%
$61.4B
$2.03 Billion 0.27% of portfolio
9,954
Q4 2024 Reduced 42.84%
$21.8B
$1.93 Billion 0.26% of portfolio
-
Q4 2024 Added 25.06%
$0
$1.84 Billion 0.25% of portfolio
20,999
Q4 2024 Reduced 1.14%
$86.7B
$1.84 Billion 0.25% of portfolio
3,020
Q4 2024 Added 8.34%
$300B
$1.87 Billion 0.25% of portfolio
5,416
Q4 2024 Added 159.58%
$140B
$1.79 Billion 0.24% of portfolio
4,782
Q4 2024 Reduced 77.31%
$1.74T
$1.79 Billion 0.24% of portfolio
7,357
Q4 2024 Added 17.15%
$0
$1.63 Billion 0.22% of portfolio
12,976
Q4 2024 Reduced 1.39%
$47.7B
$1.61 Billion 0.22% of portfolio
3,236
Q4 2024 Reduced 95.74%
$139B
$1.55 Billion 0.21% of portfolio
4,700
Q4 2024 Reduced 88.09%
$86.4B
$1.55 Billion 0.21% of portfolio
4,408
Q4 2024 Reduced 62.18%
$169B
$1.5 Billion 0.2% of portfolio
1,628
Q4 2024 Reduced 53.87%
$84B
$1.48 Billion 0.2% of portfolio
7,700
Q4 2024 Reduced 47.57%
$0
$1.33 Billion 0.18% of portfolio
27,827
Q4 2024 Reduced 97.74%
Barrick Mng Corp
-
$1.25 Billion 0.17% of portfolio
-
Q3 2025 New
$57.5B
$1.26 Billion 0.17% of portfolio
4,631
Q4 2024 Reduced 8.36%
$490B
$1.21 Billion 0.16% of portfolio
10,715
Q4 2024 Reduced 0.02%
$49.1B
$1.16 Billion 0.16% of portfolio
971
Q4 2024 Reduced 43.67%
Canadian Pacific Kansas City
-
$1.12 Billion 0.15% of portfolio
-
Q4 2024 Added 38.29%
Blackrock Inc
-
$1.02 Billion 0.14% of portfolio
-
Q4 2024 Reduced 16.63%
$132B
$996 Million 0.13% of portfolio
4,733
Q4 2024 Reduced 1.48%
$279B
$1 Billion 0.13% of portfolio
9,721
Q4 2024 Reduced 20.87%
$404B
$1 Billion 0.13% of portfolio
1,081
Q4 2024 Added 43.66%
$45.2B
$1 Billion 0.13% of portfolio
1,767
Q4 2024 Added 22.35%
$79.2B
$876 Million 0.12% of portfolio
12,560
Q4 2024 Added 25.43%
$328B
$866 Million 0.12% of portfolio
2,879
Q4 2024 Reduced 56.86%
$0
$909 Million 0.12% of portfolio
3,096
Q1 2025 Reduced 83.56%
$76.2B
$812 Million 0.11% of portfolio
1,681
Q4 2024 Reduced 94.82%
$13.3B
$815 Million 0.11% of portfolio
17,570
Q1 2025 Added 64.75%
$168B
$787 Million 0.11% of portfolio
10,429
Q4 2024 Reduced 91.65%
$237B
$796 Million 0.11% of portfolio
3,360
Q4 2024 Added 7.68%
$414B
$848 Million 0.11% of portfolio
3,662
Q4 2024 Reduced 18.84%
$0
$816 Million 0.11% of portfolio
19,610
Q3 2025 New
$14.5B
$671 Million 0.09% of portfolio
2,250
Q1 2025 New
$54.5B
$660 Million 0.09% of portfolio
3,524
Q4 2024 Added 692.79%
$177B
$653 Million 0.09% of portfolio
3,555
Q4 2024 Reduced 20.08%
$52.4B
$620 Million 0.08% of portfolio
18,032
Q4 2024 Reduced 22.96%
$205B
$593 Million 0.08% of portfolio
4,021
Q4 2024 Added 32.95%
$228B
$547 Million 0.07% of portfolio
4,084
Q4 2024 Added 32.1%

Summary

  • Portfolio
  • No. of Stocks 266
  • Current Value $745 Billion
  • Prior Value $751 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 80 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
Track This Portfolio

Track Evelyn Partners Investment Management Services LTD Portfolio

Follow Evelyn Partners Investment Management Services LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evelyn Partners Investment Management Services LTD, based on Form 13F filings with the SEC.

News

Stay updated on Evelyn Partners Investment Management Services LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email