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
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	870,987	0.0935%
Institutions	110,017,983	11.8%
General Public	820,911,273	88.1%

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

Top Shareholders

Top 25 shareholders own 10.7% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
5.42%	Capital Research and Management Company	50,472,368	€1.6b	0.03%	0.08%
1.21%	The Vanguard Group, Inc.	11,277,683	€359.3m	0.22%	0.01%
1%	BlackRock, Inc.	9,289,191	€295.9m	3.71%	no data
0.45%	BMO Asset Management Corp.	4,201,487	€133.8m	9.53%	0.05%
0.35%	Norges Bank Investment Management	3,233,355	€103.0m	0%	0.01%
0.27%	Brompton Funds Limited	2,549,734	€81.2m	0%	3.71%
0.19%	Dimensional Fund Advisors LP	1,807,700	€57.6m	-1.68%	0.01%
0.18%	TD Asset Management, Inc.	1,677,388	€53.4m	0%	0.04%
0.17%	JP Morgan Asset Management	1,559,389	€49.7m	0.29%	0.01%
0.16%	Mackenzie Financial Corporation	1,511,062	€48.1m	0.14%	0.05%
0.13%	Hamilton ETFs	1,242,608	€39.6m	0%	1.01%
0.12%	CI Global Asset Management	1,125,890	€35.9m	437%	0.08%
0.1%	Quadravest Capital Management, Inc.	958,400	€30.5m	0%	0.91%
0.1%	Geode Capital Management, LLC	955,061	€30.4m	1.23%	no data
0.099%	Franklin Resources, Inc.	925,700	€29.5m	9.41%	0.01%
0.091%	Allianz Asset Management GmbH	851,253	€27.1m	0%	0.01%
0.09%	CIBC Asset Management Inc.	843,014	€26.9m	-0.81%	0.06%
0.089%	Evolve Funds Group Inc.	830,651	€26.5m	19.2%	1.9%
0.083%	Charles Schwab Investment Management, Inc.	776,728	€24.7m	2.25%	no data
0.082%	State Street Global Advisors, Inc.	763,548	€24.3m	3.18%	no data
0.079%	UBS Asset Management AG	736,673	€23.5m	1.95%	no data
0.062%	Lazard Asset Management LLC	578,220	€18.4m	-65.5%	0.02%
0.058%	RBC Global Asset Management Inc.	536,602	€17.1m	0%	0.01%
0.057%	Manulife Asset Management	528,076	€16.8m	0%	0.01%
0.051%	Magellan Asset Management Limited	471,100	€15.0m	0%	0.07%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 17:37
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 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

Great-West Lifeco Inc. is covered by 22 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