Edinburgh Worldwide Investment Trust Ownership

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

Recent Insider Transactions

LSE:EWI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
03 Jul 23	BuyUK£19,572	Jonathan Simpson-Dent	Individual		14,000	UK£1.40

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 EWI?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	643,638	0.168%
Private Companies	2,051,178	0.535%
Public Companies	8,366,230	2.18%
General Public	147,850,025	38.6%
Institutions	224,180,532	58.5%

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

Top Shareholders

Top 25 shareholders own 47.65% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
4.4%	A J Bell Holdings Limited, Asset Management Arm	16,869,010	UK£23.7m	-2.28%	0.27%
4.12%	Evelyn Partners Investment Management LLP	15,801,142	UK£22.2m	-4.58%	0.28%
3.73%	Societe Generale Group, Banking Investments	14,278,878	UK£20.1m	32.6%	0.17%
2.98%	Fidelity International Ltd	11,406,894	UK£16.0m	-4.86%	0.01%
2.68%	JPMorgan Chase & Co, Brokerage and Securities Investments	10,265,103	UK£14.4m	-46.7%	0.01%
2.52%	Brewin Dolphin Limited	9,643,508	UK£13.6m	-0.98%	0.1%
2.38%	HBOS Investment Fund Managers Limited	9,124,816	UK£12.8m	-1.02%	0.12%
2.27%	Charles Stanley & Co. Ltd, Asset Management Arm	8,678,121	UK£12.2m	-1.5%	0.12%
2.18%	Lloyds Banking Group plc	8,366,230	UK£11.8m	-6.34%	no data
2.13%	Rathbones Investment Management Limited	8,177,278	UK£11.5m	-2.43%	0.04%
1.95%	BlackRock, Inc.	7,452,455	UK£10.5m	2.74%	no data
1.76%	Close Asset Management Ltd.	6,727,374	UK£9.5m	-5.37%	0.11%
1.51%	Citigroup Inc.,Banking and Securities Investments	5,783,474	UK£8.1m	-3.47%	0.01%
1.42%	Canaccord Genuity Wealth (International) Limited	5,447,896	UK£7.7m	1.63%	0.14%
1.39%	BMO Asset Management Corp.	5,309,908	UK£7.5m	6.45%	no data
1.29%	Merrill Lynch & Co. Inc., Banking Investments	4,959,260	UK£7.0m	0%	no data
1.29%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	4,947,712	UK£7.0m	-5.51%	no data
1.15%	The Vanguard Group, Inc.	4,389,573	UK£6.2m	8.64%	no data
1.12%	Barclays Bank PLC, Wealth and Investment Management Division	4,279,432	UK£6.0m	-2.69%	0.07%
1.05%	Integrated Financial Arrangements plc, Asset Management Arm	4,028,208	UK£5.7m	-4.34%	0.29%
1.03%	Legal & General Investment Management Limited	3,945,778	UK£5.5m	-1.47%	no data
0.96%	LGT Wealth Management UK LLP	3,681,531	UK£5.2m	-0.33%	0.45%
0.84%	Columbia Management Investment Advisers, LLC	3,200,000	UK£4.5m	0%	no data
0.77%	EFG Private Bank SA, Asset Management Arm	2,942,070	UK£4.1m	-1.93%	0.19%
0.74%	HSBC Global Asset Management (UK) Limited	2,827,683	UK£4.0m	-13.3%	no data