Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| Stipancich John K | EVP, Chief Legal Officer & Sec | 2026-07-27 | 2,000 | $457,680 |
| Stipancich John K | EVP, Chief Legal Officer & Sec | 2026-07-27 | 2,000 | $758,100 |
| WALLMAN RICHARD F | Insider | 2026-07-24 | 6,434 | $2,322,674 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| NORGES BANK | NORGES BANK opened a new position worth $701,912,902. | 2026-06-30 |
| Alyeska Investment Group, L.P. | Alyeska Investment Group, L.P. opened a new position worth $68,275,935. | 2026-06-30 |
| Ruane, Cunniff & Goldfarb L.P. | Ruane, Cunniff & Goldfarb L.P. opened a new position worth $228,380,088. | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | GEODE CAPITAL MANAGEMENT, LLC increased this position by 9% ($863,877,190 -> $937,954,107). | 2026-06-30 |
| AMERICAN CENTURY COMPANIES INC | AMERICAN CENTURY COMPANIES INC increased this position by 415% ($11,124,297 -> $57,279,940). | 2026-06-30 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP increased this position by 35% ($474,069,781 -> $638,677,624). | 2026-06-30 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND increased this position by 272% ($12,977,815 -> $48,218,883). | 2026-06-30 |
| CIBC Bancorp USA Inc. | CIBC Bancorp USA Inc. increased this position by 757% ($8,687,971 -> $74,440,097). | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| WINDACRE PARTNERSHIP LLC | $2,920,373,378 | 8,630,200 |
| Dodge & Cox | $2,389,230,681 | 7,060,583 |
| VANGUARD CAPITAL MANAGEMENT LLC | $2,231,073,963 | 6,593,203 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,943,001,203 | 5,741,899 |
| GEODE CAPITAL MANAGEMENT, LLC | $937,954,107 | 2,776,187 |
| WELLINGTON MANAGEMENT GROUP LLP | $836,463,872 | 2,471,893 |
| NORGES BANK | $701,912,902 | 2,074,272 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $638,677,624 | 1,887,401 |
| FLOSSBACH VON STORCH SE | $448,321,067 | 1,324,865 |
| AKRE CAPITAL MANAGEMENT LLC | $398,136,815 | 1,176,562 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
This page tracks Evelyn Partners Investment Management LLP’s institutional portfolio moves as disclosed in SEC Form 13F filings, updated every quarter as new filings become available. If you are trying to figure out what stocks large institutional managers are buying or selling lately, this profile is meant to be a running record you can return … Read more