13F Filings History of Evelyn Partners Investment Management Services Ltd

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$798,344,106
Signature - Title
Matthew Francis Dean - Head of Central Oversight
Location
London
Summary
This page shows a list of all the recent 13F filings made by Evelyn Partners Investment Management Services Ltd. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evelyn Partners Investment Management Services Ltd reported 262 stock holdings with total value $798,344,106 as of Q4 2025. Top holdings included MSFT, GOOGL, AMZN, V, and TSM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 262 $798,344,106 +$58,354,379 -$27,649,319 +$30,705,060 MSFT, GOOGL, AMZN, V, TSM 13F-HR 13 Feb 2026, 12:36
Q3 2025 266 $744,906,248 +$53,431,331 -$16,114,986 +$37,316,345 MSFT, GOOGL, AMZN, V, SYK 13F-HR 14 Nov 2025, 16:23
Q2 2025 264 $666,034,347 +$40,817,401 -$28,597,434 +$12,219,967 MSFT, AMZN, V, GOOGL, SYK Restatement 25 Nov 2025, 19:55
Q1 2025 271 $609,423,863 +$53,428,258 -$9,446,703 +$43,981,555 MSFT, V, AMZN, GOOGL, SYK Restatement 08 Dec 2025, 12:01
Q4 2024 277 $573,534,796 $0 $0 $0 MSFT, AMZN, GOOGL, V, SYK 13F-HR 11 Dec 2025, 15:52