Rathbones Group Ownership

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

Recent Insider Transactions

LSE:RAT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 May 25	BuyUK£1,669	Iain Cummings	Individual	103	UK£16.20
08 May 25	BuyUK£40,125	Dharmash Mistry	Individual	2,500	UK£16.05
08 May 25	SellUK£206,700	Sarah Owen-Jones	Individual	13,000	UK£15.90
01 Oct 24	BuyUK£767	Iain Cummings	Individual	43	UK£17.84

Insider Trading Volume

Insider Buying: RAT insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of RAT?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	28,387	0.0274%
Public Companies	44,210	0.0427%
Individual Insiders	237,085	0.229%
Employee Share Scheme	4,982,762	4.81%
General Public	15,059,349	14.5%
Institutions	83,214,245	80.3%

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

Top Shareholders

Top 25 shareholders own 75.67% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
26.1%	Investec Ltd., Asset Management Arm	27,056,463	UK£443.7m	0%	41.57%
6.34%	FMR LLC	6,565,835	UK£107.7m	-0.06%	0.01%
4.79%	Rathbone Brothers Plc, ESOP	4,961,716	UK£81.4m	-1.29%	no data
4.49%	Rathbones Investment Management Limited	4,645,422	UK£76.2m	2.99%	0.22%
3.94%	Lindsell Train Limited	4,080,766	UK£66.9m	-2.36%	0.66%
3.56%	BlackRock, Inc.	3,681,848	UK£60.4m	6.28%	no data
3.04%	The Vanguard Group, Inc.	3,152,918	UK£51.7m	-0.22%	no data
2.69%	Heronbridge Investment Management LLP	2,780,894	UK£45.6m	0%	4.54%
2.14%	Marathon Asset Management Limited	2,211,548	UK£36.3m	-0.8%	0.27%
2.1%	Aberforth Partners LLP	2,174,236	UK£35.7m	-0.01%	1.75%
1.88%	Fidelity International Ltd	1,944,937	UK£31.9m	-0.71%	0.02%
1.81%	Janus Henderson Group plc	1,873,956	UK£30.7m	-1.32%	0.02%
1.33%	Invesco Ltd.	1,382,401	UK£22.7m	0%	0.01%
1.32%	Jupiter Fund Management Plc	1,370,786	UK£22.5m	0%	0.08%
1.29%	Slater Investments Limited	1,335,232	UK£21.9m	0%	2.48%
1.27%	Columbia Management Investment Advisers, LLC	1,314,185	UK£21.6m	-0.89%	0.01%
1.09%	Franklin Resources, Inc.	1,130,110	UK£18.5m	0%	0.01%
1.05%	Norges Bank Investment Management	1,086,558	UK£17.8m	-12%	no data
1.05%	Polar Capital Holdings Plc	1,083,236	UK£17.8m	0%	0.08%
0.89%	Martin Currie Ltd.	925,000	UK£15.2m	0%	0.26%
0.87%	Legal & General Investment Management Limited	901,972	UK£14.8m	-15.9%	no data
0.7%	GLG Partners LP	727,901	UK£11.9m	0%	0.18%
0.67%	Massachusetts Financial Services Company	691,833	UK£11.3m	-0.09%	no data
0.64%	Ninety One UK Limited	662,030	UK£10.9m	0%	0.02%
0.6%	N.F.U. Mutual Unit Managers Limited	625,465	UK£10.3m	0.4%	0.26%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/27 10:01
End of Day Share Price	2025/05/27 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

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.

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

Rathbones Group Plc is covered by 21 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
Sarah Spikes	Arden Partners Plc.
Alexander Medhurst	Barclays
Michael Sanderson	Barclays