SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Evelyn Partners Investment Management Services Ltd

CIK 0002065205 · 45 GRESHAM STREET, LONDON, EC2V 7BG · 02033285862

Reported Value
$751M
Q2 2025
Positions
250
Filings on Record
8
2019–present window
Filed
Aug 12, 2025
original filing

Summary

Evelyn Partners Investment Management Services Ltd reported $751M in U.S.-listed holdings across 250 positions for Q2 2025.

Its largest position, MSFT, represents 8.7% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q2 ’25: $751MQ2 ’25Q3 ’25: $666MQ3 ’25Q4 ’25: $798MQ4 ’25Q1 ’26: $850MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 97.0%ADR: 2.5%REIT: 0.5%Other: 0.0%Tracking Stk: 0.0%
  • Common Stock · 97.0% · $728M
  • ADR · 2.5% · $19M
  • REIT · 0.5% · $4M
  • Other · 0.0% · $133,779
  • Tracking Stk · 0.0% · $113,394

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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#IssuerClass% PortfolioValue ↓Shares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$850M281May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$798M262Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$666M264Nov 26, 2025RESTATEMENTchanges · EDGAR ↗
Q2 2025$751M250Aug 12, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.