AJ Bell Ownership

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

Recent Insider Transactions

LSE:AJB Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
08 Apr 24	BuyUK£19,999	Mohamed Tagari	Individual	6,920	UK£2.89
08 Apr 24	SellUK£39,998	Mohamed Tagari	Individual	13,840	UK£2.89
08 Feb 24	SellUK£55,529	Peter Birch	Individual	17,000	UK£3.27
26 Jan 24	SellUK£13,204	Karen Goodman	Individual	4,000	UK£3.30
05 Jan 24	BuyUK£18,858	Peter Birch	Individual	6,500	UK£2.90
05 Jan 24	SellUK£18,824	Peter Birch	Individual	6,500	UK£2.90
19 Dec 23	SellUK£12,007	Elizabeth Carrington	Individual	3,796	UK£3.16
15 Dec 23	SellUK£9,072	Roger Stott	Individual	2,891	UK£3.14
15 Dec 23	SellUK£8,181	Elizabeth Carrington	Individual	2,607	UK£3.14
15 Dec 23	SellUK£19,236	Mohamed Tagari	Individual	6,130	UK£3.14
11 Dec 23	SellUK£7,880	Kina Sinclair	Individual	2,534	UK£3.11
08 Dec 23	SellUK£100,002	Billy Mackay	Individual	32,153	UK£3.11
07 Dec 23	SellUK£45,044	Roger Stott	Individual	14,866	UK£3.03
07 Dec 23	SellUK£8,129	Elizabeth Carrington	Individual	2,683	UK£3.03
07 Dec 23	SellUK£22,898	Mohamed Tagari	Individual	7,557	UK£3.03
07 Dec 23	SellUK£56,728	Peter Birch	Individual	18,722	UK£3.03
28 Sep 23	BuyUK£20,760	Peter Birch	Individual	7,500	UK£2.77
11 Sep 23	BuyUK£151	Kevin Doran	Individual	51	UK£2.95
11 Sep 23	BuyUK£151	Billy Mackay	Individual	51	UK£2.95
11 Sep 23	BuyUK£151	Roger Stott	Individual	51	UK£2.95
11 Sep 23	BuyUK£151	Elizabeth Carrington	Individual	51	UK£2.95
11 Sep 23	BuyUK£151	Christopher Robinson	Individual	51	UK£2.95
11 Sep 23	BuyUK£151	Mohamed Tagari	Individual	51	UK£2.95
11 Sep 23	BuyUK£151	Karen Goodman	Individual	51	UK£2.95
11 Sep 23	BuyUK£19,999	Fiona Clutterbuck	Individual	6,809	UK£2.94
18 Aug 23	BuyUK£241,316	Leslie Platts	Individual	86,000	UK£2.81
18 Aug 23	SellUK£241,316	Leslie Platts	Individual	86,000	UK£2.81
23 Jun 23	BuyUK£125,470	Christopher Robinson	Individual	39,762	UK£3.16
23 Jun 23	SellUK£20,006	Christopher Robinson	Individual	6,345	UK£3.15
25 May 23	BuyUK£19,899	Mohamed Tagari	Individual	6,305	UK£3.16
25 May 23	SellUK£20,009	Mohamed Tagari	Individual	6,340	UK£3.16
11 May 23	BuyUK£148	Kevin Doran	Individual	46	UK£3.21
11 May 23	BuyUK£148	Billy Mackay	Individual	46	UK£3.21
11 May 23	BuyUK£148	Roger Stott	Individual	46	UK£3.21
11 May 23	BuyUK£295	Elizabeth Carrington	Individual	92	UK£3.21
11 May 23	BuyUK£148	Christopher Robinson	Individual	46	UK£3.21
11 May 23	BuyUK£148	Mohamed Tagari	Individual	46	UK£3.21
11 May 23	BuyUK£148	Karen Goodman	Individual	46	UK£3.21

Insider Trading Volume

Insider Buying: AJB insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of AJB?
Owner Type	Number of Shares	Ownership Percentage
State or Government	600,000	0.146%
Employee Share Scheme	2,558,403	0.621%
Private Companies	2,880,000	0.699%
General Public	8,317,311	2.02%
Individual Insiders	90,839,978	22.1%
Institutions	306,732,615	74.5%

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

Top Shareholders

Top 25 shareholders own 86.57% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
20.2%	Andrew Bell	83,188,663	UK£278.7m	-4.1%	no data
14.2%	A J Bell Holdings Limited, Asset Management Arm	58,298,854	UK£195.3m	-2.1%	2.12%
8.63%	Liontrust Asset Management PLC	35,557,650	UK£119.1m	-0.17%	0.55%
5.93%	Baillie Gifford & Co.	24,432,595	UK£81.9m	1%	0.04%
5.35%	Brown Capital Management, LLC	22,049,012	UK£73.9m	-0.36%	1.07%
4.19%	Ninety One UK Limited	17,242,894	UK£57.8m	25.1%	0.11%
3.35%	The Vanguard Group, Inc.	13,784,375	UK£46.2m	1.25%	no data
3.01%	Kayne Anderson Rudnick Investment Management, LLC	12,411,092	UK£41.6m	-0.09%	0.12%
2.44%	BlackRock, Inc.	10,062,300	UK£33.7m	-3.84%	no data
2.21%	abrdn plc	9,109,136	UK£30.5m	-11.8%	0.03%
2.07%	Troy Asset Management Ltd	8,544,645	UK£28.6m	-3.11%	0.47%
1.94%	Capital Research and Management Company	8,000,000	UK£26.8m	0%	no data
1.82%	Royal London Asset Management Ltd.	7,514,255	UK£25.2m	0.42%	0.04%
1.37%	AXA Investment Managers S.A.	5,644,646	UK£18.9m	-1%	0.04%
1.36%	Legal & General Investment Management Limited	5,588,028	UK£18.7m	1.61%	no data
1.3%	Invesco Ltd.	5,357,360	UK£17.9m	0.64%	0.01%
1.1%	Wasatch Advisors LP	4,540,468	UK£15.2m	-13.7%	0.07%
0.99%	Premier Fund Managers Ltd.	4,070,638	UK£13.6m	4.58%	0.2%
0.81%	Unicorn Asset Management Ltd.	3,350,000	UK£11.2m	3.88%	1.59%
0.79%	Norges Bank Investment Management	3,235,886	UK£10.8m	1.84%	no data
0.74%	Dimensional Fund Advisors LP	3,054,329	UK£10.2m	7.3%	no data
0.74%	Fonds de Réserve pour les Retraites	3,037,905	UK£10.2m	0%	0.17%
0.72%	Credit Suisse, Investment Banking and Securities Investments	2,960,751	UK£9.9m	-1.15%	0.03%
0.7%	Blythe Family Trust	2,880,000	UK£9.6m	0%	no data
0.66%	Russell Investment Management, LLC	2,704,587	UK£9.1m	70.8%	0.02%