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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$53.5 Billion 7.19% of portfolio
103,350
Q4 2024 Reduced 12.04%
$1.65T
$42.8 Billion 5.75% of portfolio
176,224
Q4 2024 Reduced 16.49%
$2.39T
$39.4 Billion 5.28% of portfolio
179,297
Q4 2024 Reduced 25.79%
$533B
$32.7 Billion 4.38% of portfolio
95,669
Q4 2024 Reduced 11.28%
$136B
$25.3 Billion 3.39% of portfolio
68,339
Q4 2024 Reduced 10.53%
$465B
$24 Billion 3.23% of portfolio
128,841
Q4 2024 Reduced 4.71%
$662B
$23.6 Billion 3.17% of portfolio
47,011
Q4 2024 Reduced 20.74%
$1.46T
$23.2 Billion 3.12% of portfolio
83,234
Q4 2024 Reduced 33.42%
$265B
$19.8 Billion 2.65% of portfolio
24,826
Q4 2024 Reduced 52.13%
$522B
$18.3 Billion 2.45% of portfolio
98,438
Q4 2024 Reduced 8.27%
$1.37T
$18.1 Billion 2.43% of portfolio
24,664
Q4 2024 Reduced 22.08%
$191B
$17.7 Billion 2.37% of portfolio
3,273
Q4 2024 Reduced 19.65%
$193B
$17.2 Billion 2.31% of portfolio
149,965
Q4 2024 Reduced 12.05%
$123B
$16.9 Billion 2.27% of portfolio
59,858
Q4 2024 Reduced 30.42%
$104B
$16.9 Billion 2.26% of portfolio
57,483
Q4 2024 Reduced 8.15%
$224B
$15.3 Billion 2.06% of portfolio
50,486
Q4 2024 Reduced 19.81%
$222B
$14.4 Billion 1.93% of portfolio
29,653
Q4 2024 Reduced 24.43%
$4.3T
$13.6 Billion 1.83% of portfolio
53,531
Q4 2024 Added 58.59%
$512B
$11.8 Billion 1.58% of portfolio
20,738
Q4 2024 Reduced 8.97%
$76.2B
$11 Billion 1.48% of portfolio
176,784
Q4 2024 Reduced 8.14%
$47.1B
$10.3 Billion 1.38% of portfolio
91,636
Q4 2024 Added 26.76%
$55.6B
$9.78 Billion 1.31% of portfolio
66,820
Q4 2024 Reduced 43.07%
$193B
$9.31 Billion 1.25% of portfolio
20,823
Q4 2024 Reduced 19.11%
$37.7B
$8.52 Billion 1.14% of portfolio
38,264
Q4 2024 Reduced 4.0%
$182B
$7.86 Billion 1.06% of portfolio
11,512
Q4 2024 Added 13.09%
$204B
$7.62 Billion 1.02% of portfolio
54,255
Q4 2024 Added 5.28%
$65.7B
$7.31 Billion 0.98% of portfolio
91,397
Q4 2024 Reduced 12.31%
$881B
$6.95 Billion 0.93% of portfolio
22,029
Q4 2024 Reduced 35.34%
$0
$6.81 Billion 0.91% of portfolio
185,647
Q4 2024 Added 0.8%
$346B
$6.63 Billion 0.89% of portfolio
43,125
Q4 2024 Added 5.14%
$159B
$6.23 Billion 0.84% of portfolio
12,799
Q4 2024 Reduced 40.69%
$73.2B
$5.98 Billion 0.8% of portfolio
1,395
Q4 2024 Reduced 46.81%
$971B
$5.56 Billion 0.75% of portfolio
7,288
Q4 2024 Reduced 88.79%
$306B
$5.47 Billion 0.73% of portfolio
82,405
Q4 2024 Reduced 43.16%
$152B
$5.31 Billion 0.71% of portfolio
21,544
Q4 2024 Reduced 15.29%
$42.8B
$5.14 Billion 0.69% of portfolio
58,085
Q4 2024 Reduced 65.0%
$16.4B
$5.14 Billion 0.69% of portfolio
76,779
Q4 2024 Added 6.82%
$22.7B
$4.95 Billion 0.66% of portfolio
16,515
Q4 2024 Reduced 2.36%
$170B
$3.96 Billion 0.53% of portfolio
27,363
Q4 2024 Reduced 71.58%
$71.6B
$3.66 Billion 0.49% of portfolio
54,557
Q4 2024 Reduced 21.45%
$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%

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
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