Liontrust Investment Partners LLP
All 13F Filings
- Location
- London, X0
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 6,738,762
- Description
- London London based advisory led wealth manager with a partnership governance model and a disciplined and process driven investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for fiduciary household mandates. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through liquidity aware implementation and mandate calibration.
- 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 | 204 | 6,738,762 | 13F-HR | Liontrust Investment Partners LLP |
| Q3 2025 | 11/24/2025 | 189 | 6,842,606 | 13F-HR/A - RESTATEMENT | Liontrust Investment Partners LLP |
| Q3 2025 | 11/24/2025 | 198 | 6,987,129 | 13F-HR | Liontrust Investment Partners LLP |
| Q2 2025 | 8/19/2025 | 198 | 6,987,129 | 13F-HR | Liontrust Investment Partners LLP |
| Q1 2025 | 5/13/2025 | 210 | 6,403,170 | 13F-HR | Liontrust Investment Partners LLP |
| Q4 2024 | 2/13/2025 | 212 | 6,897,597 | 13F-HR | Liontrust Investment Partners LLP |
| Q3 2024 | 10/16/2024 | 221 | 7,038,516 | 13F-HR | Liontrust Investment Partners LLP |
| Q2 2024 | 7/26/2024 | 221 | 7,038,516 | 13F-HR | Liontrust Investment Partners LLP |
| Q1 2024 | 5/10/2024 | 194 | 7,173,897 | 13F-HR | Liontrust Investment Partners LLP |
| Q4 2023 | 2/13/2024 | 193 | 6,889,369 | 13F-HR | Liontrust Investment Partners LLP |
| Q3 2023 | 11/9/2023 | 191 | 6,259,175 | 13F-HR | Liontrust Investment Partners LLP |
| Q2 2023 | 8/14/2023 | 203 | 6,949,326 | 13F-HR | Liontrust Investment Partners LLP |
| Q1 2023 | 5/15/2023 | 191 | 6,827,231 | 13F-HR | Liontrust Investment Partners LLP |
| Q4 2022 | 2/14/2023 | 185 | 5,727,963 | 13F-HR | Liontrust Investment Partners LLP |
| Q3 2022 | 11/14/2022 | 247 | 6,252,574 | 13F-HR | Liontrust Investment Partners LLP |
| Q2 2022 | 7/27/2022 | 251 | 7,102,672 | 13F-HR | Liontrust Investment Partners LLP |
| Q1 2022 | 5/13/2022 | 201 | 7,651,894 | 13F-HR | Liontrust Investment Partners LLP |
| Q4 2021 | 1/26/2022 | 205 | 8,405,486 | 13F-HR | Liontrust Investment Partners LLP |
| Q3 2021 | 11/22/2021 | 226 | 7,226,664 | 13F-HR | Liontrust Investment Partners LLP |
| Q4 2020 | 2/10/2021 | 225 | 4,961,081 | 13F-HR | Liontrust Investment Partners LLP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.739 M | 100.0% | 0 | 103.8 K | -103.8 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
6,738,762
Holdings
204
QoQ value change ($000)
-103,844
(-1.5%)
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.