Quilter 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 QLT?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,340,893	0.173%
Private Companies	4,459,999	0.33%
Employee Share Scheme	57,637,956	4.27%
General Public	98,729,975	7.31%
Institutions	1,186,936,675	87.9%

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

Top Shareholders

Top 25 shareholders own 83.68% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.7%	Coronation Fund Managers Limited	252,571,433	UK£383.9m	-14.2%	3.78%
15.3%	Public Investment Corporation Limited	206,425,328	UK£313.8m	0%	0.67%
6.06%	Ninety One UK Limited	81,781,454	UK£124.3m	0%	0.23%
5.37%	The Vanguard Group, Inc.	72,470,401	UK£110.2m	2.29%	no data
5.33%	BlackRock, Inc.	71,961,044	UK£109.4m	59.4%	no data
4.13%	Quilter Employee Benefit Trust	55,786,133	UK£84.8m	0%	no data
4.04%	Columbia Management Investment Advisers, LLC	54,572,808	UK£83.0m	14.7%	0.02%
3.8%	Mazi Capital (Pty) Limited	51,294,336	UK£78.0m	0%	54.42%
3.65%	Quilter Investors Limited	49,221,583	UK£74.8m	0%	3.43%
2.9%	Dimensional Fund Advisors LP	39,216,801	UK£59.6m	-2.31%	0.01%
1.98%	Aberforth Partners LLP	26,718,750	UK£40.6m	9.86%	2.04%
1.7%	Legal & General Investment Management Limited	22,977,783	UK£34.9m	-5.17%	0.01%
1.32%	abrdn plc	17,866,974	UK£27.2m	-3.77%	0.03%
1.3%	Gresham House Asset Management Limited	17,570,000	UK£26.7m	0%	1.86%
1.25%	Fairtree Asset Management Proprietary Limited	16,940,296	UK£25.7m	0%	24.7%
1.01%	State Street Global Advisors, Inc.	13,608,028	UK£20.7m	8.4%	no data
0.96%	JP Morgan Asset Management	12,946,638	UK£19.7m	196%	no data
0.93%	GLG Partners LP	12,576,994	UK£19.1m	-247%	0.27%
0.83%	HSBC Global Asset Management (UK) Limited	11,200,799	UK£17.0m	-11.5%	0.01%
0.69%	American Century Investment Management Inc	9,278,307	UK£14.1m	10.6%	0.01%
0.63%	Invesco Ltd.	8,497,258	UK£12.9m	28%	no data
0.5%	MandG Investments Southern Africa (Pty) Ltd	6,785,326	UK£10.3m	0%	0.38%
0.48%	UBS Asset Management AG	6,496,929	UK£9.9m	-4.03%	no data
0.41%	JPMorgan Chase & Co, Brokerage and Securities Investments	5,575,702	UK£8.5m	-19%	no data
0.4%	Norges Bank Investment Management	5,399,506	UK£8.2m	-23.4%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 06:00
End of Day Share Price	2024/12/20 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

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 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

Quilter plc is covered by 25 analysts. 11 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
Harry Botha	Anchor Stockbrokers Proprietary Limited
Sabena Omar	Avior Capital Markets
Michael Sanderson	Barclays