Schroders Ownership

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

Recent Insider Transactions

LSE:SDR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
10 Oct 24	BuyUK£255	Peter Harrison	Individual	72	UK£3.54
10 Oct 24	BuyUK£248	Richard Oldfield	Individual	70	UK£3.54
02 Aug 24	BuyUK£137,108	Elizabeth Pauline Corley	Individual	40,000	UK£3.43
02 Aug 24	BuyUK£99,487	Richard Oldfield	Individual	28,641	UK£3.47

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of SDR?
Owner Type	Number of Shares	Ownership Percentage
State or Government	0	0%
Individual Insiders	11,221,229	0.713%
Employee Share Scheme	58,186,790	3.7%
General Public	64,981,251	4.13%
Institutions	688,182,329	43.7%
Private Companies	751,321,612	47.7%

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

Top Shareholders

Top 25 shareholders own 87.73% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
41.8%	Schroder Family	657,718,180	UK£2.1b	-0.72%	no data
6.65%	Silchester International Investors LLP	104,643,015	UK£326.7m	3.08%	1.6%
5.86%	Harris Associates L.P.	92,258,299	UK£288.0m	-3.97%	0.44%
4.77%	BlackRock, Inc.	75,108,176	UK£234.5m	-2.11%	no data
4.46%	Lindsell Train Limited	70,183,875	UK£219.1m	-5.22%	1.78%
3.7%	Schroders Employee Benefit Trust	58,186,790	UK£181.7m	-1.19%	100.0%
3.53%	Orchid Equity Ltd	55,499,645	UK£173.3m	0%	no data
2.56%	The Vanguard Group, Inc.	40,363,765	UK£126.0m	0.97%	no data
2.14%	Nissay Asset Management Corporation	33,657,776	UK£105.1m	0%	0.15%
2.05%	Schroder Investment Management Limited	32,336,606	UK£101.0m	18.7%	0.08%
1.02%	Heronbridge Investment Management LLP	16,002,665	UK£50.0m	21.7%	4.97%
0.93%	Legal & General Investment Management Limited	14,616,758	UK£45.6m	-1.33%	0.01%
0.86%	State Street Global Advisors, Inc.	13,588,479	UK£42.4m	17.9%	no data
0.85%	UBS Asset Management AG	13,393,554	UK£41.8m	12.2%	0.01%
0.81%	Evenlode Investment Management Limited	12,775,665	UK£39.9m	-2.57%	0.76%
0.71%	Kopernik Global Investors, LLC	11,102,792	UK£34.7m	0%	1.08%
0.68%	Leonie Emma Schroder	10,672,751	UK£33.3m	0%	no data
0.67%	Flavida Limited	10,479,713	UK£32.7m	0%	no data
0.59%	Meb Investments (Uk) Ltd	9,208,025	UK£28.7m	0%	no data
0.59%	Jmf Investments Limited	9,208,025	UK£28.7m	0%	no data
0.59%	Crh Investments Limited	9,208,024	UK£28.7m	0%	no data
0.53%	Aviva Investors Global Services Ltd.	8,382,065	UK£26.2m	-8.93%	0.04%
0.5%	Gresham House Asset Management Limited	7,821,345	UK£24.4m	0%	1.71%
0.47%	Geode Capital Management, LLC	7,429,036	UK£23.2m	9.99%	no data
0.44%	Epoch Investment Partners, Inc.	6,965,454	UK£21.7m	9.18%	0.47%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 00:49
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

Schroders plc is covered by 38 analysts. 12 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
Aurelia Sarah Faure	Banco Santander
Daniel Garrod	Barclays
Michael Sanderson	Barclays