Edinburgh Partners Limited

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Assets, Funds, Holdings

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Edinburgh Partners Limited
CRD #132796
SEC #801-63714
CIK #0001313926
AUM
Employees 53 (26% Investors, 0% Brokers)
Phone441312703800
Address2731 Melville Street
Edinburgh Midlothian, United Kingdom
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($B)
2016128402002200920162024
Sector Form 13F Holdings Value ($B)
Microsoft Corp 7.9
Amazon Com Inc 5.2
Apple Inc 4.4
Nvidia Corp 3.2
Medtronic Holdings Ltd 2.8
Johnson & Johnson 2.7
UnitedHealth Group Inc 2.5
Alphabet Inc 2.5
VISA Inc 2.5
Chevron Corp 2.4
View All
Holdings by Sector ($B)
4003202401608002012201620212026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 2.8
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 6 0.2
(g) Pension and profit sharing plans 0 0.6
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.5
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.1
(n) Other 0 0.0
Total 12 4.2
By Discretionary
Discretionary 12 4.2
Non-Discretionary 0 0.0
Total 12 4.2
By Non-United States Persons
Non-United States Persons 1.4
United States Persons 2.8
Total 12 4.2
EDGAR Form CIK 2011 - 2025
13F-HR [0001313926]
13F-NT [0001313926]
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