Braemar Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

LSE:BMS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
30 Jun 25	SellUK£68,106	James Christopher Gundy	Individual	31,358	UK£2.17
30 Jun 25	SellUK£41,957	Alistair Borthwick	Individual	19,318	UK£2.17
02 Jun 25	BuyUK£15,744	Catriona Valentine	Individual	6,700	UK£2.35
25 Nov 24	SellUK£28,503	Tristram Simmonds	Individual	11,634	UK£2.45
21 Nov 24	BuyUK£24,600	James Christopher Gundy	Individual	10,000	UK£2.46
21 Nov 24	BuyUK£9,775	Grant Foley	Individual	4,000	UK£2.44
21 Nov 24	BuyUK£12,120	Alistair Borthwick	Individual	5,000	UK£2.42
20 Nov 24	SellUK£4,794	Tristram Simmonds	Individual	1,866	UK£2.57

Insider Trading Volume

Insider Buying: BMS insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of BMS?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	38,143	0.124%
Private Companies	1,003,780	3.27%
Employee Share Scheme	1,693,310	5.51%
Individual Insiders	2,378,872	7.74%
General Public	4,115,343	13.4%
Institutions	21,501,578	70%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 75.45% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.29%	Schroder Investment Management Limited	2,855,250	UK£7.2m	0%	no data
8.81%	Hargreaves Lansdown Asset Management Ltd.	2,706,412	UK£6.8m	14%	0.02%
7.11%	Aberdeen Group Plc	2,184,479	UK£5.5m	-6.4%	no data
5.81%	Horizon Kinetics Holding Corporation	1,785,830	UK£4.5m	0%	0.07%
5.51%	Braemar Shipping Services Plc, ESOP	1,693,310	UK£4.3m	6.94%	no data
4.03%	Quentin Soanes	1,238,990	UK£3.1m	0%	no data
3.9%	JM Finn & Co Ltd.	1,197,409	UK£3.0m	0.87%	0.07%
3.33%	James Christopher Gundy	1,024,033	UK£2.6m	3.55%	no data
3.22%	UBS Asset Management AG	989,653	UK£2.5m	1,110%	no data
3.12%	Barclays Bank PLC, Wealth and Investment Management Division	959,213	UK£2.4m	-2.63%	0.02%
2.99%	Equiniti Group Limited	917,496	UK£2.3m	-2.74%	no data
2.9%	HBOS Investment Fund Managers Limited	891,456	UK£2.3m	-2.65%	0.02%
2.12%	Teviot Partners LLP	650,000	UK£1.6m	4%	0.92%
2.05%	Royal Bank of Canada, Banking & Securities Investments	630,130	UK£1.6m	-1.87%	no data
1.97%	FMR LLC	605,260	UK£1.5m	-12.8%	no data
1.3%	UniCredit S.p.A., Private and Commercial Banking Arm	400,431	UK£1.0m	38.1%	0.01%
1.29%	HSBC Global Asset Management (UK) Limited	397,133	UK£1.0m	-0.18%	no data
1.21%	Pictet Asset Management Limited	373,000	UK£943.7k	0%	no data
1.07%	Standard Bank Group, Asset Management Arm	330,000	UK£834.9k	0%	0.02%
0.88%	TrinityBridge Limited	268,912	UK£680.3k	4,020%	0.01%
0.87%	Charles Stanley & Co. Ltd, Asset Management Arm	268,305	UK£678.8k	-9.29%	0.01%
0.72%	Slater Investments Limited	220,000	UK£556.6k	0%	0.07%
0.7%	Dimensional Fund Advisors LP	213,915	UK£541.2k	3.73%	no data
0.63%	Rathbones Investment Management Limited	193,030	UK£488.4k	14%	no data
0.63%	Arbuthnot Latham & Co. Limited, Asset Management Arm	192,620	UK£487.3k	-34.2%	2.53%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/08/11 14:59
End of Day Share Price	2025/08/08 00:00
Earnings	2025/02/28
Annual Earnings	2025/02/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Braemar Plc is covered by 8 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Damian Brewer	Canaccord Genuity
Robin Byde	Cantor Fitzgerald Europe
Ian McInally	Cavendish Historical (Cenkos Securities)