Virgin Wines UK Ownership

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

Recent Insider Transactions

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 VINO?
Owner Type	Number of Shares	Ownership Percentage
General Public	2,195,318	3.94%
Hedge Funds	5,092,218	9.15%
Individual Insiders	9,695,667	17.4%
Institutions	15,533,793	27.9%
VC/PE Firms	23,151,914	41.6%

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

Top Shareholders

Top 25 shareholders own 95.9% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
36.2%	Mobeus Equity Partners LLP	20,131,610	UK£6.7m	0%	100.0%
9.15%	Otus Capital Management Limited	5,092,218	UK£1.7m	-14.4%	1.41%
8.81%	Jeremy Wright	4,906,260	UK£1.6m	0%	no data
7.88%	Liontrust Asset Management PLC	4,384,765	UK£1.5m	48.3%	0.01%
5.62%	Graeme Weir	3,130,092	UK£1.0m	0%	no data
5.43%	Gresham House Asset Management Limited	3,020,304	UK£1.0m	0%	0.07%
4%	Premier Fund Managers Ltd.	2,229,051	UK£746.7k	0%	0.01%
3.32%	River Global Investors LLP	1,846,295	UK£618.5k	105%	0.04%
2.94%	John Risman	1,634,315	UK£547.5k	0%	no data
2.76%	Puma Investment Management Limited	1,533,739	UK£513.8k	0.72%	0.26%
2.69%	Octopus Investments Limited	1,500,000	UK£502.5k	0%	0.03%
1.28%	Unicorn Asset Management Ltd.	711,203	UK£238.3k	0%	0.04%
1.08%	Schroder Investment Management Limited	599,168	UK£200.7k	-8.69%	no data
1.06%	Lombard Odier Asset Management (Europe) Ltd.	591,538	UK£198.2k	0%	no data
0.89%	Charles Stanley & Co. Ltd, Asset Management Arm	497,549	UK£166.7k	3.94%	no data
0.83%	Andbanc Grup Agricole Reig, Asset Management Arm	461,129	UK£154.5k	0%	1.55%
0.59%	Liberum Capital Limited, Asset Management Arm	328,715	UK£110.1k	0%	0.12%
0.41%	Consistent Unit Trust Management Company Limited	230,000	UK£77.1k	0%	0.08%
0.27%	Morgan Stanley, Investment Banking and Brokerage Investments	153,000	UK£51.3k	0%	no data
0.21%	HBOS Investment Fund Managers Limited	114,774	UK£38.4k	7.96%	no data
0.15%	Barclays Bank PLC, Wealth and Investment Management Division	83,327	UK£27.9k	12.4%	no data
0.15%	Fidelity International Ltd	82,829	UK£27.7k	126%	no data
0.15%	Close Asset Management Limited	80,816	UK£27.1k	304%	no data
0.044%	Allied Irish Banks Plc., Asset Management Arm	24,675	UK£8.3k	-2.91%	0.01%
0.036%	Ravenscroft Investment Management	20,000	UK£6.7k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/17 09:00
End of Day Share Price	2024/12/17 00:00
Earnings	2024/06/28
Annual Earnings	2024/06/28

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

Virgin Wines UK PLC is covered by 1 analysts. 1 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
Wayne Brown	Panmure Liberum