Sustainable Growth Advisers, LP
All 13F Filings
- Location
- Stamford, CT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 14,420,508
- Description
- Stamford Connecticut based advisory led wealth manager with a partner led organization and a mandate specific and implementation minded investment mandate. The approach emphasizes valuation discipline and downside awareness, durable growth thesis development, and fundamental research depth for private client and family mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through portfolio resilience planning and oversight rigor.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 54 | 14,420,508 | 13F-HR | Sustainable Growth Advisers, LP |
| Q3 2025 | 11/14/2025 | 59 | 17,079,499 | 13F-HR | Sustainable Growth Advisers, LP |
| Q2 2025 | 8/8/2025 | 55 | 19,369,200 | 13F-HR | Sustainable Growth Advisers, LP |
| Q1 2025 | 5/6/2025 | 56 | 17,928,285 | 13F-HR | Sustainable Growth Advisers, LP |
| Q4 2024 | 2/10/2025 | 54 | 19,939,373 | 13F-HR | Sustainable Growth Advisers, LP |
| Q3 2024 | 11/5/2024 | 53 | 23,600,158 | 13F-HR | Sustainable Growth Advisers, LP |
| Q2 2024 | 8/8/2024 | 52 | 22,653,397 | 13F-HR/A - RESTATEMENT | Sustainable Growth Advisers, LP |
| Q2 2024 | 8/8/2024 | 54 | 23,904,068 | 13F-HR | Sustainable Growth Advisers, LP |
| Q1 2024 | 5/7/2024 | 54 | 23,904,068 | 13F-HR | Sustainable Growth Advisers, LP |
| Q4 2023 | 2/6/2024 | 52 | 21,964,764 | 13F-HR | Sustainable Growth Advisers, LP |
| Q3 2023 | 11/9/2023 | 53 | 19,675,550 | 13F-HR | Sustainable Growth Advisers, LP |
| Q2 2023 | 8/8/2023 | 56 | 21,080,842 | 13F-HR | Sustainable Growth Advisers, LP |
| Q1 2023 | 5/11/2023 | 53 | 17,246,437 | 13F-HR/A - RESTATEMENT | Sustainable Growth Advisers, LP |
| Q1 2023 | 5/9/2023 | 53 | 17,246,901 | 13F-HR | Sustainable Growth Advisers, LP |
| Q4 2022 | 5/12/2023 | 55 | 15,354,333 | 13F-HR/A - RESTATEMENT | Sustainable Growth Advisers, LP |
| Q4 2022 | 1/30/2023 | 55 | 15,352,693 | 13F-HR | Sustainable Growth Advisers, LP |
| Q3 2022 | 11/14/2022 | 52 | 13,375,710 | 13F-HR | Sustainable Growth Advisers, LP |
| Q2 2022 | 8/11/2022 | 55 | 13,970,778 | 13F-HR | Sustainable Growth Advisers, LP |
| Q1 2022 | 5/10/2022 | 59 | 18,056,477 | 13F-HR | Sustainable Growth Advisers, LP |
| Q4 2021 | 2/10/2022 | 61 | 19,582,539 | 13F-HR | Sustainable Growth Advisers, LP |
| Q3 2021 | 11/10/2021 | 61 | 19,734,824 | 13F-HR | Sustainable Growth Advisers, LP |
| Q2 2021 | 8/10/2021 | 62 | 19,045,545 | 13F-HR | Sustainable Growth Advisers, LP |
| Q1 2021 | 5/10/2021 | 57 | 17,412,281 | 13F-HR | Sustainable Growth Advisers, LP |
| Q4 2020 | 2/4/2021 | 59 | 15,388,669 | 13F-HR | Sustainable Growth Advisers, LP |
| Q3 2020 | 11/10/2020 | 55 | 14,370,680 | 13F-HR | Sustainable Growth Advisers, LP |
| Q2 2020 | 8/10/2020 | 59 | 13,657,387 | 13F-HR | Sustainable Growth Advisers, LP |
| Q1 2020 | 5/7/2020 | 56 | 9,260,620 | 13F-HR | Sustainable Growth Advisers, LP |
| Q4 2019 | 2/4/2020 | 53 | 10,672,165 | 13F-HR | Sustainable Growth Advisers, LP |
| Q2 2014 | 8/8/2014 | 37 | 4,653,504 | 13F-HR | Sustainable Growth Advisers, LP |
| Q1 2014 | 5/13/2014 | 36 | 4,749,104 | 13F-HR | Sustainable Growth Advisers, LP |
| Q4 2013 | 1/31/2014 | 36 | 4,622,558 | 13F-HR | Sustainable Growth Advisers, LP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.42 M | 100.0% | 0 | 2.659 M | -2.659 M |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
14,420,508
Holdings
54
QoQ value change ($000)
-2,658,991
(-15.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.