Phoenix Group Holdings plc

LSE:PHNX Stock Report

Market Cap: UK£5.2b

Phoenix Group Holdings Ownership

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


Recent Insider Transactions

LSE:PHNX Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
28 Sep 23BuyUK£99,998Andrew BriggsIndividual20,964UK£4.77
28 Sep 23BuyUK£39,251Alastair William BarbourIndividual8,250UK£4.76
28 Sep 23BuyUK£24,859Nicholas ShottIndividual5,246UK£4.74

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of PHNX?
Owner TypeNumber of SharesOwnership Percentage
State or Government00%
Public Companies584,1840.0585%
Individual Insiders1,009,7690.101%
Private Companies1,581,6070.158%
Employee Share Scheme6,225,2880.623%
VC/PE Firms50,051,1925.01%
General Public155,710,33315.6%
Institutions783,774,32778.5%

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


Top Shareholders

Top 25 shareholders own 67.68% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.5%
MS&AD Insurance Group Holdings, Inc., Asset Management Arm
144,877,304UK£755.5m0%8.72%
10.6%
abrdn plc
105,926,134UK£552.4m0.4%0.53%
7.44%
BlackRock, Inc.
74,313,275UK£387.5m-4.26%0.01%
5.01%
Kingdom Holding Company
50,051,192UK£261.0m0%9.08%
3.48%
The Vanguard Group, Inc.
34,736,491UK£181.2m1.45%no data
2.29%
Columbia Management Investment Advisers, LLC
22,916,577UK£119.5m-10.5%0.04%
2.15%
Artemis Investment Management LLP
21,460,833UK£111.9m5.5%0.56%
2.11%
M&G Investment Management Limited
21,043,676UK£109.7m2.51%0.27%
1.92%
Janus Henderson Group plc
19,177,337UK£100.0m-4.19%0.05%
1.71%
Aviva Investors Global Services Ltd.
17,130,263UK£89.3m-28%0.16%
1.56%
Fidelity International Ltd
15,569,897UK£81.2m-18.3%0.04%
1.42%
Aegon Asset Management UK Plc
14,231,085UK£74.2m-15.9%0.51%
1.37%
UBS Asset Management AG
13,729,506UK£71.6m8.94%0.01%
1.22%
HBOS Investment Fund Managers Limited
12,227,650UK£63.8m26.5%0.59%
1.2%
Legal & General Investment Management Limited
11,972,185UK£62.4m-0.11%0.02%
1.2%
A J Bell Holdings Limited, Asset Management Arm
11,940,011UK£62.3m22.1%0.68%
1.19%
J O Hambro Capital Management Limited
11,866,291UK£61.9m9.35%0.52%
1.02%
Invesco Ltd.
10,195,855UK£53.2m-37.7%0.02%
1%
HSBC Global Asset Management (UK) Limited
9,966,064UK£52.0m12.5%0.03%
0.96%
Jupiter Fund Management Plc
9,557,408UK£49.8m126%0.17%
0.93%
Charles Stanley & Co. Ltd, Asset Management Arm
9,312,707UK£48.6m-0.09%0.48%
0.87%
BNY Asset Management
8,732,316UK£45.5m-3.05%0.01%
0.86%
State Street Global Advisors, Inc.
8,588,596UK£44.8m-8.55%no data
0.83%
Martin Currie Ltd.
8,309,000UK£43.3m-13.3%0.58%
0.82%
Friends Life Group Limited, Asset Management Arm
8,222,753UK£42.9m0.03%34.25%
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