Evelyn Partners Investment Management LLP Portfolio Holdings

Evelyn Partners Investment Management LLP

  • $3.52 Trillion
  • Q3 2025

Evelyn Partners Investment Management LLP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.52 Trillion distributed in 410 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $345B, Amazon Com Inc with a value of $265B, Alphabet Inc. with a value of $260B, Nvidia Corp with a value of $156B, and Taiwan Semiconductor Manufacturing CO LTD with a value of $138B.

Examining the 13F form we can see an increase of $1.1T in the current position value, from $2.42T to 3.52T.

Evelyn Partners Investment Management LLP is based out at London,

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

Portfolio value $3.52 Trillion
Technology: $837 Billion
Financial Services: $739 Billion
Consumer Cyclical: $485 Billion
Communication Services: $410 Billion
Healthcare: $360 Billion
Basic Materials: $198 Billion
Consumer Defensive: $137 Billion
Industrials: $108 Billion
Other: $120 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6B
$12.5 Billion 0.35% of portfolio
181,551
Q4 2024 Reduced 85.79%
$147B
$12.4 Billion 0.35% of portfolio
126,535
Q4 2024 Reduced 98.94%
$319B
$10.5 Billion 0.3% of portfolio
153,072
Q4 2024 Reduced 25.91%
$144B
$9.34 Billion 0.27% of portfolio
20,428
Q4 2024 Reduced 6.61%
$404B
$9.56 Billion 0.27% of portfolio
10,332
Q4 2024 Added 9.55%
$140B
$9.18 Billion 0.26% of portfolio
24,541
Q4 2024 Reduced 25.85%
$204B
$9.22 Billion 0.26% of portfolio
65,666
Q4 2024 Added 98.21%
$23.9B
$8.71 Billion 0.25% of portfolio
62,565
Q4 2024 Added 4.03%
$228B
$8.44 Billion 0.24% of portfolio
63,027
Q4 2024 Added 20.81%
$490B
$8.04 Billion 0.23% of portfolio
71,268
Q4 2024 Added 6.6%
$61.4B
$8.11 Billion 0.23% of portfolio
39,806
Q4 2024 Reduced 18.42%
$76.2B
$7.62 Billion 0.22% of portfolio
122,054
Q4 2024 Added 38.16%
$100B
$7.44 Billion 0.21% of portfolio
27,525
Q4 2024 Added 5.41%
$47.1B
$7.19 Billion 0.2% of portfolio
64,294
Q4 2024 Reduced 49.36%
$114B
$6.98 Billion 0.2% of portfolio
60,923
Q4 2024 Added 4.74%
$132B
$6.7 Billion 0.19% of portfolio
31,836
Q4 2024 Added 27.43%
$237B
$6.05 Billion 0.17% of portfolio
25,525
Q4 2024 Reduced 5.86%
$205B
$5.16 Billion 0.15% of portfolio
35,044
Q4 2024 Added 4.12%
$55.4B
$4.55 Billion 0.13% of portfolio
14,895
Q4 2024 Reduced 9.98%
$74.3B
$4.03 Billion 0.11% of portfolio
63,585
Q4 2024 Reduced 7.98%
$89.3B
$3.75 Billion 0.11% of portfolio
34,415
Q4 2024 Reduced 97.34%
$172B
$3.98 Billion 0.11% of portfolio
90,447
Q4 2024 Added 12.14%
$971B
$3.86 Billion 0.11% of portfolio
5,055
Q4 2024 Reduced 23.72%
$86.1B
$3.47 Billion 0.1% of portfolio
10,020
Q4 2024 Added 28.35%
$89.7B
$3.59 Billion 0.1% of portfolio
17,830
Q4 2024 Added 19.42%
$139B
$3.36 Billion 0.1% of portfolio
10,198
Q4 2024 Reduced 99.56%
$45.2B
$3.08 Billion 0.09% of portfolio
5,435
Q4 2024 Added 23.59%
$13.3B
$3.06 Billion 0.09% of portfolio
65,926
Q1 2025 Added 20.66%
$37.2B
$3.33 Billion 0.09% of portfolio
5,285
Q1 2025 Added 0.25%
$1.29T
$2.72 Billion 0.08% of portfolio
6,105
Q4 2024 Added 18.33%
$115B
$2.67 Billion 0.08% of portfolio
5,450
Q4 2024 Added 5.41%
$52.4B
$2.96 Billion 0.08% of portfolio
86,265
Q4 2024 Added 30.45%
$148B
$2.72 Billion 0.08% of portfolio
34,069
Q4 2024 Added 8.67%
$190B
$2.72 Billion 0.08% of portfolio
26,804
Q4 2024 Added 0.56%
$40.3B
$2.49 Billion 0.07% of portfolio
7,375
Q4 2024 Reduced 97.42%
$65.7B
$2.62 Billion 0.07% of portfolio
32,792
Q4 2024 Added 6.44%
$45.2B
$2.32 Billion 0.07% of portfolio
38,815
Q4 2024 Reduced 18.14%
$174B
$2.59 Billion 0.07% of portfolio
17,418
Q4 2024 Reduced 9.79%
$19.1B
$2.33 Billion 0.07% of portfolio
21,339
Q3 2025 New
$266B
$2.59 Billion 0.07% of portfolio
9,175
Q4 2024 Added 12.78%
$54.5B
$2.54 Billion 0.07% of portfolio
13,575
Q4 2024 Added 199.85%
$235B
$2.06 Billion 0.06% of portfolio
24,560
Q4 2024 Reduced 46.25%
$140B
$2.07 Billion 0.06% of portfolio
8,240
Q4 2024 Reduced 11.65%
$291B
$2.18 Billion 0.06% of portfolio
4,571
Q4 2024 Added 10.33%
$169B
$2.08 Billion 0.06% of portfolio
2,263
Q4 2024 Reduced 42.07%
$3.91B
$1.64 Billion 0.05% of portfolio
14,065
Q4 2024 Added 99.52%
$7.89B
$1.62 Billion 0.05% of portfolio
1,735
Q4 2024 Reduced 21.61%
$328B
$1.8 Billion 0.05% of portfolio
5,977
Q4 2024 Reduced 0.62%
$25.7B
$1.76 Billion 0.05% of portfolio
10,534
Q4 2024 Added 42.67%

Summary

  • Portfolio
  • No. of Stocks 410
  • Current Value $3.52 Trillion
  • Prior Value $2.42 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 155 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 125 stocks
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