Washington H. Soul Pattinson Ownership

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

Recent Insider Transactions

CHIA: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	51,504,136	14%
Public Companies	94,314,855	25.7%
General Public	190,649,717	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$3.3b	0%	no data
4.21%	Robert Millner	15,478,416	AU$537.1m	1.81%	no data
3.68%	The Vanguard Group, Inc.	13,538,272	AU$469.8m	0.48%	no data
2.38%	Dixson Trust Pty Limited, Asset Management Arm	8,749,192	AU$303.6m	0%	69.85%
2.07%	BlackRock, Inc.	7,598,244	AU$263.7m	0.4%	no data
1.04%	T G Millner Holdings Pty. Ltd.	3,838,965	AU$133.2m	2.13%	no data
0.8%	Argo Investments Limited	2,943,073	AU$102.1m	0%	1.34%
0.66%	John Church	2,412,580	AU$83.7m	0%	no data
0.52%	Netwealth Investments Ltd.	1,912,624	AU$66.4m	60.9%	0.45%
0.5%	Mutual Trust Pty Ltd, Asset Management Arm	1,848,905	AU$64.2m	-0.32%	2.73%
0.5%	Van Eck Associates Corporation	1,836,811	AU$63.7m	0.05%	0.04%
0.46%	Geode Capital Management, LLC	1,683,988	AU$58.4m	0.04%	no data
0.41%	Millane Pty. Limited	1,497,680	AU$52.0m	1.35%	no data
0.33%	Mary Millner Holdings Pty Limited	1,226,860	AU$42.6m	0%	no data
0.32%	Nt-Comnwlth Super Corp	1,180,758	AU$41.0m	0%	0.35%
0.31%	Danwer Investments Pty. Ltd.	1,132,612	AU$39.3m	0%	no data
0.3%	Bortre Pty Limited	1,106,612	AU$38.4m	0%	no data
0.3%	State Street Global Advisors, Inc.	1,093,083	AU$37.9m	0.64%	no data
0.27%	Diversified United Investment Limited	1,000,000	AU$34.7m	0%	2.48%
0.27%	Norgram PTY Ltd	992,710	AU$34.4m	0%	no data
0.25%	Tyneside Pty Limited	926,013	AU$32.1m	1.65%	no data
0.24%	BetaShares Capital Limited	877,150	AU$30.4m	5.69%	0.1%
0.23%	Australian Super Pty Ltd	841,390	AU$29.2m	0%	0.02%
0.19%	JP Morgan Asset Management	694,412	AU$24.1m	-0.68%	no data
0.18%	Charles Schwab Investment Management, Inc.	670,538	AU$23.3m	1.73%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/25 00:28
End of Day Share Price	2024/12/24 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

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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.