3i Group plc

LSE:III Stock Report

Market Cap: UK£34.5b

3i Group Ownership

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

Recent Insider Transactions

LSE:III Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
01 Aug 24BuyUK£16,872Peter McKellarIndividual542UK£31.13
01 Aug 24BuyUK£81,374David Alexander HutchisonIndividual2,614UK£31.13
01 Aug 24BuyUK£16,872Lesley Mary KnoxIndividual542UK£31.13
01 Aug 24BuyUK£16,872Coline McConvilleIndividual542UK£31.13
01 Aug 24BuyUK£16,872Stephen DaintithIndividual542UK£31.13
01 Aug 24BuyUK£16,872Alexandra Elisabeth Johanna SchaapveldIndividual542UK£31.13
27 Jun 24BuyUK£69,516Jasi HalaiIndividual2,300UK£30.26
04 Jun 24BuyUK£319,862James HatchleyIndividual10,912UK£29.31
04 Jun 24BuyUK£2,596,126Bernardo De Sa Braamcamp SottomayorIndividual88,566UK£29.31
04 Jun 24BuyUK£459,011Kevin DunnIndividual15,659UK£29.31
04 Jun 24BuyUK£2,596,126Scott MoseleyIndividual88,566UK£29.31
04 Jun 24BuyUK£215,127Jasi HalaiIndividual7,339UK£29.31
04 Jun 24SellUK£150,756James HatchleyIndividual5,143UK£29.31
04 Jun 24SellUK£2,596,126Bernardo De Sa Braamcamp SottomayorIndividual88,566UK£29.31
04 Jun 24SellUK£216,271Kevin DunnIndividual7,378UK£29.31
04 Jun 24SellUK£1,222,025Scott MoseleyIndividual41,689UK£29.31
04 Jun 24SellUK£101,423Jasi HalaiIndividual3,460UK£29.31
30 May 24BuyUK£2,773,841Simon BorrowsIndividual95,540UK£29.03
14 May 24SellUK£1,482,635Bernardo De Sa Braamcamp SottomayorIndividual50,882UK£29.14
13 May 24BuyUK£40,961Kevin DunnIndividual1,406UK£29.13
10 May 24BuyUK£200,323Alexandra Elisabeth Johanna SchaapveldIndividual7,100UK£28.21

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 III?
Owner TypeNumber of SharesOwnership Percentage
Public Companies367,9290.0382%
State or Government1,453,6510.151%
Private Companies2,018,0990.209%
Individual Insiders17,536,3221.82%
General Public131,178,37213.6%
Institutions811,836,66384.2%

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

Top Shareholders

Top 25 shareholders own 57.57% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.16%
BlackRock, Inc.
88,319,078UK£3.2b5.82%0.06%
5.27%
WCM Investment Management, LLC
50,825,628UK£1.8b-0.56%3.42%
5.13%
Capital Research and Management Company
49,483,623UK£1.8b1.77%0.11%
4.55%
The Vanguard Group, Inc.
43,856,136UK£1.6b1.09%0.03%
3.67%
Invesco Ltd.
35,400,913UK£1.3b78.6%0.42%
2.7%
FMR LLC
26,013,639UK£931.5m7.82%0.07%
2.63%
JP Morgan Asset Management
25,343,235UK£907.5m-6.33%0.13%
2.34%
UBS Asset Management AG
22,545,505UK£807.4m8.28%0.1%
2.23%
Norges Bank Investment Management
21,547,287UK£771.6m-2.98%0.08%
2.08%
Legal & General Investment Management Limited
20,063,280UK£718.5m-4.45%0.16%
1.93%
Fidelity International Ltd
18,614,360UK£666.6m51.4%0.35%
1.9%
Artemis Investment Management LLP
18,340,050UK£656.8m-11.8%3.25%
1.73%
Simon Borrows
16,645,061UK£596.1m0%no data
1.72%
Marathon Asset Management Limited
16,561,600UK£593.1m-0.21%4.69%
1.67%
Principal Global Investors, LLC
16,074,129UK£575.6m26%0.35%
1.57%
State Street Global Advisors, Inc.
15,108,075UK£541.0m5.94%0.02%
1%
HSBC Global Asset Management (UK) Limited
9,671,377UK£346.3m-27%0.17%
0.98%
Amundi Asset Management SAS
9,456,653UK£338.6m2.85%0.09%
0.93%
LSV Asset Management
8,974,113UK£321.4m-1.67%0.8%
0.82%
Schroder Investment Management Limited
7,935,281UK£284.2m-37.3%0.23%
0.75%
GIC Private Limited
7,196,356UK£257.7m3.35%0.66%
0.72%
Columbia Management Investment Advisers, LLC
6,974,362UK£249.8m48.5%0.07%
0.71%
Liontrust Asset Management PLC
6,872,224UK£246.1m-6.32%1.3%
0.7%
Royal London Asset Management Ltd.
6,765,255UK£242.3m-22.4%0.39%
0.69%
Nordea Investment Management, AB
6,654,138UK£238.3m0.4%0.2%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/24 01:11
End of Day Share Price 2024/12/24 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

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 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

3i Group plc is covered by 21 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Geoff AllumArden Partners Plc.
Daniel GarrodBarclays
Michael SandersonBarclays