Brooks Macdonald Group Ownership

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

Recent Insider Transactions

LSE:BRK Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
17 Apr 26	BuyUK£98,600	Maarten Slendebroek	Individual		6,800	UK£14.50

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of BRK?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	3,155	0.0202%
Public Companies	14,018	0.0899%
Individual Insiders	51,314	0.329%
VC/PE Firms	3,884,684	24.9%
Institutions	11,639,176	74.6%

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

Top Shareholders

Top 25 shareholders own 97.39% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
25.2%	Gresham House Asset Management Limited	3,884,684	UK£50.7m	0%	3.79%
16.8%	Aberforth Partners LLP	2,589,158	UK£33.8m	61.1%	1.64%
11.3%	Liontrust Asset Management PLC	1,743,782	UK£22.8m	-21.3%	0.14%
9.33%	Jupiter Fund Management Plc	1,441,525	UK£18.8m	17.7%	0.06%
6.57%	Brooks MacDonald Asset Management	1,014,575	UK£13.2m	-0.2%	1.94%
5.21%	The Wellcome Trust Limited	805,370	UK£10.5m	0%	no data
4.72%	Artemis Investment Management LLP	729,575	UK£9.5m	0.39%	0.03%
2.95%	Aberdeen Group Plc	456,295	UK£6.0m	14.3%	no data
2%	Chelverton Asset Management Limited	309,401	UK£4.0m	-13.3%	0.53%
1.66%	Octopus Investments Limited	256,038	UK£3.3m	0%	0.31%
1.63%	Invesco Ltd.	251,974	UK£3.3m	-13.8%	no data
1.52%	Royal London Asset Management Ltd.	234,091	UK£3.1m	0%	no data
1.24%	Hargreaves Lansdown Asset Management Ltd.	192,020	UK£2.5m	6.88%	0.01%
1.07%	Russell Investment Management, LLC	165,664	UK£2.2m	17.2%	no data
0.78%	Legal & General Investment Management Limited	120,008	UK£1.6m	3.07%	no data
0.67%	Epworth Investment Management Ltd.	104,049	UK£1.4m	0%	0.67%
0.65%	M&G Investment Management Limited	101,127	UK£1.3m	0%	no data
0.59%	RBC Europe Limited	91,282	UK£1.2m	-8.68%	0.01%
0.59%	Vanguard Asset Management, Limited	90,885	UK£1.2m	0%	no data
0.58%	Maven Capital Partners UK LLP	90,130	UK£1.2m	-65.6%	0.82%
0.53%	Fiske plc	81,840	UK£1.1m	0%	0.4%
0.52%	Sterling Investments Management Limited	80,011	UK£1.0m	-33.3%	3.79%
0.51%	BlackRock, Inc.	78,915	UK£1.0m	2.96%	no data
0.48%	Butterfield Asset Management Ltd.	74,067	UK£966.6k	0%	0.04%
0.38%	Downing LLP	58,000	UK£756.9k	0%	0.31%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/06/17 02:10
End of Day Share Price	2026/06/17 00:00
Earnings	2025/12/31
Annual Earnings	2025/06/30

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

Brooks Macdonald Group plc is covered by 13 analysts. 7 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
Robin Savage	Canaccord Genuity
Rae Maile	CGS International
Rahim Karim	Investec Bank plc (UK)