Brooks Macdonald Group plc

LSE:BRK Stock Report

Market Cap: UK£262.5m

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
DateValueNameEntityRoleSharesMax Price
18 Mar 25BuyUK£17,989Katherine JonesIndividual1,224UK£14.70

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 BRK?
Owner TypeNumber of SharesOwnership Percentage
Private Companies3,1550.0197%
Public Companies14,0180.0873%
Individual Insiders18,5140.115%
VC/PE Firms3,544,60122.1%
Institutions12,470,42977.7%

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


Top Shareholders

Top 25 shareholders own 99.85% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
23%
Gresham House Asset Management Limited
3,544,601UK£60.3m7.9%4.01%
14.6%
Liontrust Asset Management PLC
2,249,479UK£38.2m-4.49%0.23%
13.8%
Aberforth Partners LLP
2,136,029UK£36.3m26.5%8.85%
7.54%
Jupiter Fund Management Plc
1,164,001UK£19.8m-1.21%0.07%
7.12%
Brooks MacDonald Asset Management
1,098,662UK£18.7m-3.13%3.11%
6.54%
Artemis Investment Management LLP
1,009,858UK£17.2m19.6%0.07%
5.22%
The Wellcome Trust Limited
805,370UK£13.7m20.4%30.75%
3.09%
Chelverton Asset Management Limited
477,763UK£8.1m-22.5%1.03%
2.37%
Maven Capital Partners UK LLP
366,495UK£6.2m3.44%2.99%
2.31%
Aberdeen Group Plc
357,311UK£6.1m5.92%no data
2.2%
Invesco Ltd.
339,829UK£5.8m-29.1%no data
1.68%
Octopus Investments Limited
259,038UK£4.4m-21%0.36%
1.4%
Legal & General Investment Management Limited
216,000UK£3.7m0%no data
1.36%
Royal London Asset Management Ltd.
210,000UK£3.6m-23.2%0.01%
1.14%
Hargreaves Lansdown Asset Management Ltd.
175,669UK£3.0m1.57%0.01%
1.12%
Barclays Bank PLC
172,772UK£2.9m465%no data
1.01%
Slater Investments Limited
156,500UK£2.7m0%0.34%
0.78%
Sterling Investments Management Limited
120,000UK£2.0m0%17.9%
0.72%
Brewin Dolphin Limited
111,557UK£1.9m-10.3%0.01%
0.59%
The Vanguard Group, Inc.
90,885UK£1.5m0%no data
0.51%
Epworth Investment Management Ltd.
78,769UK£1.3m-4.79%0.71%
0.49%
Butterfield Asset Management Ltd.
75,417UK£1.3m0%0.05%
0.49%
M&G Investment Management Limited
75,362UK£1.3m0%no data
0.42%
BlackRock, Inc.
64,417UK£1.1m0%no data
0.39%
Fiske plc
60,400UK£1.0m27.4%0.42%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/19 21:03
End of Day Share Price 2025/11/19 00:00
Earnings2025/06/30
Annual Earnings2025/06/30

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 8 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Robin SavageCanaccord Genuity
Rae MaileCGS International
Rahim KarimInvestec Bank plc (UK)