Great-West Lifeco Ownership

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

Recent Insider Transactions

DB:GWS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
02 Jan 25	Sell€18,047	David Harney	Individual	562	€32.11
19 Nov 24	Sell€27,383	Colleen Nancy Moffitt	Individual	825	€33.19
03 Jun 24	Sell€28,364	Olivier Desmarais	Individual	1,029	€27.56
31 Mar 24	Buy€4,449,967	Great-West Lifeco U.S. Holdings, L.P.	Company	151,934	€29.29
31 Mar 24	Sell€4,449,207	Great-West Lifeco U.S. Holdings, L.P.	Company	151,934	€29.28
23 Feb 24	Sell€102,495	Sharon Geraghty	Individual	3,508	€29.22

Insider Trading Volume

Insider Buying: GWS insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of GWS?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	885,111	0.095%
Institutions	105,887,736	11.4%
General Public	167,309,400	18%
Private Companies	657,717,996	70.6%

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

Top Shareholders

Top 25 shareholders own 80.79% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
70.6%	Desmarais Family Residual Trust	657,717,996	€21.0b	0%	no data
4.61%	Capital Research and Management Company	42,997,436	€1.4b	-14.8%	0.06%
1.22%	The Vanguard Group, Inc.	11,392,860	€363.9m	1.2%	0.01%
1%	BlackRock, Inc.	9,283,143	€296.5m	3.68%	no data
0.48%	BMO Asset Management Corp.	4,466,307	€142.7m	107%	0.05%
0.45%	T. Rowe Price Group, Inc.	4,189,472	€133.8m	397,000%	0.01%
0.35%	Norges Bank Investment Management	3,233,355	€103.3m	0%	0.01%
0.27%	Brompton Funds Limited	2,549,734	€81.5m	0%	3.66%
0.19%	Dimensional Fund Advisors LP	1,797,885	€57.4m	-2.21%	0.01%
0.18%	TD Asset Management, Inc.	1,677,388	€53.6m	0%	0.04%
0.17%	JP Morgan Asset Management	1,581,912	€50.5m	1.69%	0.01%
0.16%	Mackenzie Financial Corporation	1,500,394	€47.9m	-0.57%	0.05%
0.13%	Hamilton ETFs	1,242,608	€39.7m	0%	0.99%
0.1%	Geode Capital Management, LLC	970,102	€31.0m	2.82%	no data
0.1%	Quadravest Capital Management, Inc.	958,400	€30.6m	0%	0.88%
0.095%	Franklin Resources, Inc.	884,057	€28.2m	4.18%	0.01%
0.091%	Allianz Asset Management GmbH	851,253	€27.2m	0%	0.01%
0.09%	CIBC Asset Management Inc.	843,014	€26.9m	-0.81%	0.05%
0.089%	Evolve Funds Group Inc.	830,651	€26.5m	19.2%	1.84%
0.083%	Charles Schwab Investment Management, Inc.	777,593	€24.8m	2.36%	no data
0.079%	State Street Global Advisors, Inc.	731,446	€23.4m	2.08%	no data
0.077%	UBS Asset Management AG	714,497	€22.8m	-0.69%	no data
0.062%	Lazard Asset Management LLC	578,220	€18.5m	-65.5%	0.02%
0.058%	RBC Global Asset Management Inc.	536,602	€17.1m	0%	0.01%
0.056%	Manulife Asset Management	526,016	€16.8m	-0.39%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/06 07:44
End of Day Share Price	2025/02/06 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

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

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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 Github.

Analyst Sources

Great-West Lifeco Inc. is covered by 21 analysts. 8 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
John Aiken	Barclays
Alex Scott	Barclays
Tom MacKinnon	BMO Capital Markets Equity Research