Evelyn Partners Investment Management LLP
All 13F Filings
- Location
- London, X0
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,680,093
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 410 | 3,680,093 | 13F-HR | Evelyn Partners Investment Management LLP |
| Q4 2025 | 2/13/2026 | 413 | 3,619,327 | 13F-HR | Evelyn Partners Investment Management LLP |
| Q3 2025 | 11/14/2025 | 409 | 3,519,620 | 13F-HR | Evelyn Partners Investment Management LLP |
| Q2 2025 | 11/26/2025 | 415 | 3,269,634 | 13F-HR/A - RESTATEMENT | Evelyn Partners Investment Management LLP |
| Q2 2025 | 8/12/2025 | 263 | 2,416,932 | 13F-HR | Evelyn Partners Investment Management LLP |
| Q1 2025 | 12/8/2025 | 420 | 3,002,760 | 13F-HR/A - RESTATEMENT | Evelyn Partners Investment Management LLP |
| Q1 2025 | 8/4/2025 | 261 | 2,196,586 | 13F-HR | Evelyn Partners Investment Management LLP |
| Q4 2024 | 12/11/2025 | 416 | 3,081,105 | 13F-HR | Evelyn Partners Investment Management LLP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.655 M | 99.3% | 45.92 K | 0 | 45.92 K |
| ETFs | 24.49 K | 0.7% | 14.91 K | 0 | 14.91 K |
| Other | 351 | 0.0% | 0 | 66 | -66 |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
3,680,093
Holdings
410
QoQ value change ($000)
60,766
(1.7%)
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.