Close Brothers Group Ownership

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

Recent Insider Transactions

DB:CS3 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
14 Apr 26	Buy€22,887	Sally Angela Williams	Individual	4,705	€4.86
08 Apr 26	Buy€23,095	Mark Pain	Individual	4,476	€5.16
08 Apr 26	Buy€13,139	Sally Angela Williams	Individual	2,514	€5.23
08 Apr 26	Sell€22,816	Mark Pain	Individual	4,422	€5.16
08 Apr 26	Sell€23,036	Sally Angela Williams	Individual	4,400	€5.24
12 Jan 26	Buy€16,613	Michael Morgan	Individual	2,841	€5.85
12 Jan 26	Sell€16,613	Michael Morgan	Individual	2,841	€5.85
02 Oct 25	Sell€3,898	Fiona McCarthy	Individual	676	€5.77

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 CS3?
Owner Type	Number of Shares	Ownership Percentage
State or Government	0	0%
Individual Insiders	235,895	0.158%
Private Companies	238,604	0.16%
Public Companies	428,612	0.287%
Employee Share Scheme	1,413,099	0.947%
General Public	11,098,510	7.44%
Institutions	135,798,769	91%

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

Top Shareholders

Top 25 shareholders own 77.95% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.5%	Fidelity International Ltd	17,150,455	€83.1m	0.49%	0.03%
9.35%	Aberdeen Group Plc	13,953,686	€67.6m	9.28%	0.04%
6.32%	Jupiter Fund Management Plc	9,430,269	€45.7m	2.87%	0.11%
5.18%	Hargreaves Lansdown Asset Management Ltd.	7,729,227	€37.4m	0.73%	0.08%
5.17%	FMR LLC	7,719,036	€37.4m	3.53%	no data
3.91%	Kopernik Global Investors, LLC	5,828,098	€28.2m	35.8%	0.56%
3.12%	Vanguard Capital Management, LLC	4,656,897	€22.6m	1.85%	no data
3.04%	Third Avenue Management LLC	4,539,628	€22.0m	0%	1.62%
2.94%	BlackRock, Inc.	4,391,091	€21.3m	12.7%	no data
2.85%	Man Group Plc	4,251,696	€20.6m	8.15%	0.13%
2.52%	Marathon Asset Management Limited	3,754,677	€18.2m	5.3%	0.13%
2.36%	Royal London Asset Management Ltd.	3,518,915	€17.0m	1.72%	0.02%
2.3%	Dimensional Fund Advisors LP	3,435,502	€16.6m	-4.02%	no data
2.11%	Canaccord Genuity Asset Management Limited	3,150,000	€15.3m	2.44%	0.81%
2.06%	American Century Investment Management Inc	3,070,202	€14.9m	13.6%	0.01%
1.87%	Aberforth Partners LLP	2,794,874	€13.5m	0%	0.54%
1.52%	Aviva Investors UK Fund Services Limited	2,262,180	€11.0m	0%	0.3%
1.44%	Legal & General Investment Management Limited	2,152,980	€10.4m	29.3%	no data
1.36%	Heronbridge Investment Management LLP	2,024,567	€9.8m	-55.3%	1.55%
1.35%	Vanguard Asset Management, Limited	2,021,472	€9.8m	-2.02%	no data
1.24%	Interactive Brokers Group, Inc.	1,852,010	€9.0m	-7.28%	0.15%
1.18%	AGF Management Limited	1,767,389	€8.6m	-6.49%	0.03%
1.12%	HBOS Investment Fund Managers Limited	1,665,758	€8.1m	8.13%	0.05%
1.08%	Ballina Capital LLC	1,605,330	€7.8m	35.6%	15.02%
1.07%	Baillie Gifford & Co.	1,590,060	€7.7m	13.7%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/07/17 06:18
End of Day Share Price	2026/07/17 00:00
Earnings	2026/01/31
Annual Earnings	2025/07/31

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.

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

Close Brothers Group plc is covered by 17 analysts. 6 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
Toni Dang	Barclays
Peter Richardson	Berenberg
Philip Middleton	BofA Global Research