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| Fundsmith LLP
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| CRD # | 160365 |
| SEC # | 801-79120 |
| CIK # | 0001569205, 0001520023, 0001762501 |
| AUM | $30.6 B (2025-06-27) |
| Employees | 43 (12% Investors, 0% Brokers) |
| Phone | 442035516337 |
| Address | 33 Cavendish Square London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001569205 0001520023 0001762501 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Facebook Inc | 2.6 | |
| Microsoft Corp | 2.5 | |
| Stryker Corp | 1.9 | |
| Philip Morris International Inc | 1.7 | |
| Idexx Laboratories Inc /DE | 1.4 | |
| VISA Inc | 1.4 | |
| Automatic Data Processing Inc | 1.3 | |
| Waters Corp /DE/ | 1.3 | |
| Alphabet Inc | 1.2 | |
| Marriott International Inc /MD/ | 1.2 | |
| Fortinet Inc | 0.9 | |
| Procter & Gamble Co | 0.7 | |
| Mettler Toledo International INC/ | 0.7 | |
| Church & Dwight Co Inc /DE/ | 0.7 | |
| Otis Worldwide Corp | 0.6 | |
| Texas Instruments Inc | 0.6 | |
| Zoetis Inc | 0.4 | |
| Nike Inc | 0.4 | |
| Intuit Inc | 0.3 | |
| Oddity Tech Ltd | 0.1 | |
| Qualys Inc | 0.1 | |
| MSCI Inc | 0.1 | |
| Paycom Software Inc | 0.1 | |
| Choice Hotels International Inc /DE | 0.1 | |
| GS Acquisition Holdings Corp | 0.1 | |
| Rollins Inc | 0.1 | |
| Doximity Inc | 0.1 | |
| Verisign Inc/Ca | 0.1 | |
| Graco Inc | 0.1 | |
| Clorox Co /DE/ | 0.1 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Smithson LP | [2020-06-29] | 244.3 | 26.3 |
| Other | Fundsmith Sustainable Equity Fund LP | [2019-06-26] | 321.7 | 215.3 |
| Other | Fundsmith Equity Fund LP | [2012-02-28] | 1,414.3 | 797.5 |
| AUM Breakdown | Accounts | AUM ($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 | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 30.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 30.6 |
| By Discretionary | ||
| Discretionary | 5 | 30.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 30.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 29.6 | |
| United States Persons | 1.0 | |
| Total | 5 | 30.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Robert Parker | 9 | |||
| Greville Ward | 8 | |||
| Paul Mainwaring | 5 | |||
| Terry Smith | 4 | |||
| Fundsmith Partners US LLC | 3 | |||
| Terence Smith | 3 | |||
| Fundsmith LLP | 3 | |||
| Fundsmith Equity Fund GP LLC | 3 | |||
| Simon Godwin | 3 | |||
| Mark Laurence | 3 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001520023] | |
| 13F-HR | [0001569205] | |
| SC 13G | [0001569205] | |
| D | [0001762501] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
StepStone Group Real Assets LP
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|
CA | 33.1 |
|
Marshall Wace North America LP
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|
NY | 33.0 |
|
Blackstone Credit Systematic Strategies LLC
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|
NY | 30.1 |
|
Brigade Capital Management LP
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|
NY | 29.8 |
|
Redding Ridge Asset Management LLC
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|
NY | 29.8 |
|
Catterton Management Company LLC
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|
CT | 29.6 |
|
Castlelake LP
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|
MN | 28.8 |
|
Blackstone Private Credit Strategies LLC
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|
NY | 28.3 |
|
D1 Capital Partners LP
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|
NY | 27.8 |
|
Stone Ridge Asset Management LLC
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|
NY | 27.4 |