Liontrust Asset Management Ownership

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

Recent Insider Transactions

LSE:LIO Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
08 Apr 25	BuyUK£84,499	John Ions	Individual	26,100	UK£3.24
08 Apr 25	SellUK£84,499	John Ions	Individual	26,100	UK£3.24
04 Mar 25	BuyUK£15,340	Vinay Abrol	Individual	3,797	UK£4.04
04 Mar 25	SellUK£15,302	Vinay Abrol	Individual	3,797	UK£4.03
22 Jan 25	BuyUK£200,000	John Ions	Individual	50,000	UK£4.00
22 Jan 25	BuyUK£99,000	Vinay Abrol	Individual	25,000	UK£3.96
21 Nov 24	BuyUK£450,000	John Ions	Individual	100,000	UK£4.50

Insider Trading Volume

Insider Buying: LIO insiders have bought and sold the same number of shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of LIO?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	87,248	0.139%
Employee Share Scheme	569,577	0.908%
Private Companies	1,023,603	1.63%
Individual Insiders	2,109,378	3.36%
General Public	4,922,032	7.85%
Institutions	54,024,904	86.1%

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

Top Shareholders

Top 25 shareholders own 67.31% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.41%	Hargreaves Lansdown Asset Management Ltd.	5,276,097	UK£19.9m	4.6%	0.06%
5.12%	Aberdeen Group Plc	3,211,491	UK£12.1m	25.4%	0.01%
4.98%	UBS Asset Management AG	3,125,142	UK£11.8m	-7.73%	no data
4.23%	The Vanguard Group, Inc.	2,650,882	UK£10.0m	-0.03%	no data
3.91%	Canaccord Genuity Asset Management Limited	2,450,000	UK£9.2m	-2%	0.5%
3.84%	Slater Investments Limited	2,410,794	UK£9.1m	0%	1.04%
3.74%	Barclays Bank PLC, Securities Investments	2,348,673	UK£8.8m	-8.76%	0.01%
2.79%	Societe Generale Group, Banking Investments	1,747,862	UK£6.6m	65.7%	0.05%
2.65%	Castlefield Investments	1,665,000	UK£6.3m	-8.26%	1.32%
2.65%	Charles Stanley & Co. Ltd, Asset Management Arm	1,663,891	UK£6.3m	1.79%	0.07%
2.33%	Merseyside Pension Fund	1,463,306	UK£5.5m	-3.28%	1.53%
2.04%	James Hambro & Partners LLP	1,278,528	UK£4.8m	26.3%	0.22%
2.02%	Jarvis Securities plc, Asset Management Arm	1,268,027	UK£4.8m	-0.83%	0.51%
2%	Mirae Asset Global Investments Co., Ltd.	1,254,819	UK£4.7m	0%	no data
1.95%	JPMorgan Chase & Co, Brokerage and Securities Investments	1,222,347	UK£4.6m	-20.7%	no data
1.79%	BlackRock, Inc.	1,122,835	UK£4.2m	-8.03%	no data
1.7%	Vinay Abrol	1,068,819	UK£4.0m	0.15%	no data
1.68%	Legal & General Investment Management Limited	1,054,421	UK£4.0m	4.36%	no data
1.65%	John Ions	1,034,686	UK£3.9m	0.16%	no data
1.5%	BNP Paribas, Private & Investment Banking Investments	938,795	UK£3.5m	-19.6%	0.03%
1.39%	Lombard Odier Asset Management (Europe) Ltd.	870,891	UK£3.3m	-3.67%	0.07%
1.28%	The Bank of Nova Scotia, Banking Investments	800,009	UK£3.0m	8.55%	0.01%
1.27%	JM Finn & Co Ltd.	798,109	UK£3.0m	3.66%	0.07%
1.2%	HBOS Investment Fund Managers Limited	752,456	UK£2.8m	3.79%	0.02%
1.19%	Jupiter Fund Management Plc	747,078	UK£2.8m	0%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/30 09:29
End of Day Share Price	2025/05/30 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

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.

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

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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

Liontrust Asset Management PLC is covered by 18 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
Michael Sanderson	Barclays
Michael Sanderson	Barclays
Qianyun Xu	Barclays