FUNDSMITH INVESTMENT SERVICES LTD.
All 13F Filings
- Location
- Grande Riviere Noire, O4
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,466,029
- Description
- Grande Riviere Noire based fiduciary portfolio advisory practice with a continental governance structure and a mandate specific and implementation minded investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and planning integrated mandate design for private client and family mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through cross cycle capital preservation and mandate continuity.
- 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 | 26 | 5,466,029 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q3 2025 | 11/14/2025 | 23 | 6,416,584 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q2 2025 | 8/14/2025 | 26 | 7,385,810 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q1 2025 | 5/15/2025 | 27 | 7,086,192 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q4 2024 | 2/14/2025 | 31 | 7,688,520 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q3 2024 | 11/14/2024 | 28 | 8,040,018 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q2 2024 | 8/14/2024 | 28 | 7,750,042 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q1 2024 | 5/15/2024 | 27 | 7,524,417 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q4 2023 | 2/14/2024 | 26 | 6,923,866 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q3 2023 | 11/14/2023 | 26 | 6,423,229 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q2 2023 | 8/14/2023 | 26 | 6,859,321 | 13F-HR/A - RESTATEMENT | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q2 2023 | 8/14/2023 | 26 | 6,859,321 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q1 2023 | 5/15/2023 | 25 | 6,497,529 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q4 2022 | 2/14/2023 | 24 | 6,010,593 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q3 2022 | 11/14/2022 | 26 | 5,781,930 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q2 2022 | 8/15/2022 | 24 | 6,000,159 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q1 2022 | 5/16/2022 | 25 | 7,290,234 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q4 2021 | 2/14/2022 | 29 | 184,074 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q3 2021 | 11/12/2021 | 29 | 164,580 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
| Q2 2021 | 8/13/2021 | 29 | 161,028 | 13F-HR | FUNDSMITH INVESTMENT SERVICES LTD. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.466 M | 100.0% | 0 | 950.6 K | -950.6 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
5,466,029
Holdings
26
QoQ value change ($000)
-950,555
(-14.8%)
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.