Independent Franchise Partners LLP
All 13F Filings
- Location
- London, X0
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 15,724,096
- Description
- London London based planning integrated investment advisor with a partner led organization and a cycle aware and portfolio focused investment mandate. The approach emphasizes active stewardship and governance oversight, planning integrated mandate design, and fundamental research depth for fiduciary household mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through downside sensitivity mapping and portfolio discipline.
- 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 | 2/17/2026 | 27 | 15,724,096 | 13F-HR | Independent Franchise Partners LLP |
| Q3 2025 | 11/14/2025 | 29 | 15,170,078 | 13F-HR | Independent Franchise Partners LLP |
| Q2 2025 | 8/13/2025 | 25 | 15,031,700 | 13F-HR | Independent Franchise Partners LLP |
| Q1 2025 | 5/14/2025 | 25 | 14,020,622 | 13F-HR | Independent Franchise Partners LLP |
| Q4 2024 | 2/13/2025 | 25 | 13,321,061 | 13F-HR | Independent Franchise Partners LLP |
| Q3 2024 | 11/13/2024 | 25 | 11,337,609 | 13F-HR | Independent Franchise Partners LLP |
| Q2 2024 | 8/13/2024 | 24 | 10,860,301 | 13F-HR | Independent Franchise Partners LLP |
| Q1 2024 | 5/14/2024 | 23 | 12,088,751 | 13F-HR | Independent Franchise Partners LLP |
| Q4 2023 | 2/13/2024 | 25 | 11,764,527 | 13F-HR | Independent Franchise Partners LLP |
| Q3 2023 | 11/13/2023 | 24 | 11,535,153 | 13F-HR | Independent Franchise Partners LLP |
| Q2 2023 | 8/11/2023 | 24 | 11,948,954 | 13F-HR | Independent Franchise Partners LLP |
| Q1 2023 | 5/12/2023 | 23 | 11,110,893 | 13F-HR | Independent Franchise Partners LLP |
| Q4 2022 | 2/13/2023 | 24 | 10,202,984 | 13F-HR | Independent Franchise Partners LLP |
| Q3 2022 | 11/14/2022 | 25 | 9,507,295 | 13F-HR | Independent Franchise Partners LLP |
| Q2 2022 | 8/12/2022 | 26 | 10,638,349 | 13F-HR | Independent Franchise Partners LLP |
| Q1 2022 | 5/13/2022 | 26 | 12,661,989 | 13F-HR | Independent Franchise Partners LLP |
| Q4 2021 | 2/11/2022 | 26 | 12,700,983 | 13F-HR | Independent Franchise Partners LLP |
| Q3 2021 | 11/15/2021 | 25 | 12,724 | 13F-HR | Independent Franchise Partners LLP |
| Q2 2021 | 8/13/2021 | 24 | 13,420 | 13F-HR | Independent Franchise Partners LLP |
| Q1 2021 | 5/14/2021 | 24 | 12,553 | 13F-HR | Independent Franchise Partners LLP |
| Q4 2020 | 2/16/2021 | 25 | 11,638,609 | 13F-HR | Independent Franchise Partners LLP |
| Q3 2020 | 11/13/2020 | 25 | 10,081,945 | 13F-HR | Independent Franchise Partners LLP |
| Q2 2020 | 8/13/2020 | 25 | 9,846,300 | 13F-HR | Independent Franchise Partners LLP |
| Q1 2020 | 5/14/2020 | 26 | 8,112,587 | 13F-HR | Independent Franchise Partners LLP |
| Q4 2019 | 2/13/2020 | 22 | 9,977,335 | 13F-HR | Independent Franchise Partners LLP |
| Q2 2014 | 8/1/2014 | 19 | 6,563,402 | 13F-HR | Independent Franchise Partners LLP |
| Q1 2014 | 4/28/2014 | 20 | 6,129,625 | 13F-HR | Independent Franchise Partners LLP |
| Q4 2013 | 2/14/2014 | 21 | 6,296,708 | 13F-HR | Independent Franchise Partners LLP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.72 M | 100.0% | 554 K | 0 | 554 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
15,724,096
Holdings
27
QoQ value change ($000)
554,018
(3.7%)
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.