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Independent Investment Trust Ownership

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

Recent Insider Transactions

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 IIT?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	156,895	0.302%
Private Companies	373,354	0.719%
General Public	8,635,496	16.6%
Individual Insiders	14,985,600	28.9%
Institutions	27,755,517	53.5%

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

Top Shareholders

Top 25 shareholders own 77.08% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.8%	Sarasin & Partners LLP	9,750,000	UK£41.0m	0%	0.33%
15.4%	Douglas Christopher McDougall	7,999,500	UK£33.6m	0%	no data
5.6%	Maxwell Colin Ward	2,907,000	UK£12.2m	0%	no data
5.3%	Rathbone Investment Management Limited	2,752,096	UK£11.6m	-3.66%	0.05%
4.54%	Angus Mcfarlane Grossart	2,359,100	UK£9.9m	0%	no data
2.79%	Rossie House Investment Management	1,445,738	UK£6.1m	-0.55%	3.1%
2.13%	Brewin Dolphin Limited	1,104,660	UK£4.6m	-0.2%	0.05%
2.09%	Quilter Cheviot Limited	1,082,451	UK£4.6m	-2.76%	0.05%
2.01%	London Wealth Management Limited	1,041,327	UK£4.4m	-0.1%	0.28%
1.84%	Schroder Investment Management Limited	954,677	UK£4.0m	-1.57%	no data
1.77%	Canaccord Genuity Wealth (International) Limited	917,199	UK£3.9m	0.56%	0.07%
1.73%	James Gordon Ferguson	900,000	UK£3.8m	0%	no data
1.71%	Smith & Williamson Investment Management LLP	889,565	UK£3.7m	-3.39%	0.05%
1.58%	Robert Laing	820,000	UK£3.4m	0%	no data
1.41%	A J Bell Holdings Limited, Asset Management Arm	731,717	UK£3.1m	-10.1%	0.04%
1.09%	Ravenscroft Investment Management	565,071	UK£2.4m	4,680%	0.38%
1.07%	Charles Stanley & Co. Ltd, Asset Management Arm	556,434	UK£2.3m	-49.6%	0.02%
1.05%	J.M. Finn & Co. Ltd.	544,384	UK£2.3m	0.07%	0.05%
0.99%	HBOS Investment Fund Managers Limited	515,918	UK£2.2m	-1.91%	0.02%
0.96%	Legal & General Investment Management Limited	500,676	UK£2.1m	-6.45%	no data
0.86%	Barclays Bank PLC, Wealth and Investment Management Division	445,596	UK£1.9m	11.3%	0.02%
0.85%	BlackRock, Inc.	442,041	UK£1.9m	2.48%	no data
0.55%	Investec Wealth & Investment Limited	284,545	UK£1.2m	2.71%	0.01%
0.48%	Pictet & Cie (Europe) S.A., Asset Management Arm	250,000	UK£1.1m	0%	0.04%
0.48%	Fleming Family & Partners Ltd.	250,000	UK£1.1m	0%	0.05%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2022/11/07 21:11
End of Day Share Price	2022/11/04 00:00
Earnings	2022/05/31
Annual Earnings	2021/11/30

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

The Independent Investment Trust PLC is covered by 0 analysts. of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.