Washington H. Soul Pattinson Ownership

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

Recent Insider Transactions

ASX:SOL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
25 Oct 24	BuyAU$481,569	David Baxby	Individual	14,000	AU$34.55
10 Oct 24	BuyAU$526,026	Tyneside Pty Limited	Company	15,000	AU$35.07
08 Oct 24	BuyAU$701,368	Millane Pty. Limited	Company	20,000	AU$35.07
03 Oct 24	BuyAU$2,654,332	Robert Millner	Individual	75,000	AU$35.50
01 Oct 24	BuyAU$2,792,669	T G Millner Holdings Pty. Ltd.	Company	80,000	AU$35.04
30 Sep 24	BuyAU$97,944	Bruce MacDiarmid	Individual	2,800	AU$34.98
27 Sep 24	BuyAU$6,939,094	Robert Millner	Individual	200,000	AU$34.77
18 Apr 24	BuyAU$500,783	Josephine Sukkar	Individual	15,034	AU$33.31
16 Apr 24	BuyAU$65,973	Todd Barlow	Individual	1,907	AU$34.60
09 Apr 24	BuyAU$3,091,851	Robert Millner	Individual	90,000	AU$34.35
04 Apr 24	BuyAU$4,096,884	T G Millner Holdings Pty. Ltd.	Company	120,000	AU$34.14
03 Apr 24	BuyAU$13,447,042	Robert Millner	Individual	400,000	AU$33.65
03 Apr 24	BuyAU$20,130	Joanne Pollard	Individual	600	AU$33.55

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of SOL?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	11,565,875	3.15%
Individual Insiders	19,425,964	5.29%
Institutions	51,502,726	14%
Public Companies	94,314,855	25.7%
General Public	190,651,127	51.9%

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

Top Shareholders

Top 25 shareholders own 46.1% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
25.7%	Brickworks Limited	94,314,855	AU$3.2b	0%	no data
4.21%	Robert Millner	15,478,416	AU$532.9m	1.81%	no data
3.68%	The Vanguard Group, Inc.	13,538,272	AU$466.1m	0.48%	no data
2.38%	Dixson Trust Pty Limited, Asset Management Arm	8,749,192	AU$301.2m	0%	69.85%
2.07%	BlackRock, Inc.	7,598,244	AU$261.6m	0.4%	no data
1.04%	T G Millner Holdings Pty. Ltd.	3,838,965	AU$132.2m	2.13%	no data
0.8%	Argo Investments Limited	2,943,073	AU$101.3m	0%	1.34%
0.66%	John Church	2,412,580	AU$83.1m	0%	no data
0.52%	Netwealth Investments Ltd.	1,912,624	AU$65.9m	60.9%	0.45%
0.5%	Mutual Trust Pty Ltd, Asset Management Arm	1,848,905	AU$63.7m	-0.32%	2.73%
0.5%	Van Eck Associates Corporation	1,836,811	AU$63.2m	0.05%	0.04%
0.46%	Geode Capital Management, LLC	1,683,963	AU$58.0m	0.04%	no data
0.41%	Millane Pty. Limited	1,497,680	AU$51.6m	1.35%	no data
0.33%	Mary Millner Holdings Pty Limited	1,226,860	AU$42.2m	0%	no data
0.32%	Nt-Comnwlth Super Corp	1,180,758	AU$40.7m	0%	0.35%
0.31%	Danwer Investments Pty. Ltd.	1,132,612	AU$39.0m	0%	no data
0.3%	Bortre Pty Limited	1,106,612	AU$38.1m	0%	no data
0.3%	State Street Global Advisors, Inc.	1,093,083	AU$37.6m	0.64%	no data
0.27%	Diversified United Investment Limited	1,000,000	AU$34.4m	0%	2.49%
0.27%	Norgram PTY Ltd	992,710	AU$34.2m	0%	no data
0.25%	Tyneside Pty Limited	926,013	AU$31.9m	1.65%	no data
0.24%	BetaShares Capital Limited	877,150	AU$30.2m	5.69%	0.1%
0.23%	Australian Super Pty Ltd	841,390	AU$29.0m	0%	0.02%
0.19%	JP Morgan Asset Management	694,412	AU$23.9m	-0.68%	no data
0.18%	Charles Schwab Investment Management, Inc.	670,538	AU$23.1m	1.73%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 23:21
End of Day Share Price	2024/12/23 00:00
Earnings	2024/07/31
Annual Earnings	2024/07/31

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 here.

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 .

Analyst Sources

Washington H. Soul Pattinson and Company Limited is covered by 6 analysts. 2 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
Ivor Ries	EL&C Baillieu
Steven Sassine	Morgans Financial Limited
Johannes Faul	Morningstar Inc.