Scottish Mortgage Investment Trust PLC

LSE:SMT Stock Report

Market Cap: UK£11.2b

Scottish Mortgage 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 SMT?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders300,8270.0218%
State or Government682,1960.0495%
Public Companies16,343,4321.19%
Private Companies53,671,3633.9%
General Public476,801,20534.6%
Institutions830,124,99460.2%

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


Top Shareholders

Top 25 shareholders own 46.58% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
4.38%
Rathbones Investment Management Limited
60,346,867UK£490.0m-1.07%1.59%
3.68%
A J Bell Holdings Limited, Asset Management Arm
50,669,966UK£411.4m2.11%4.77%
3.3%
WM Thomson & Sons
45,521,781UK£369.6m-0.2%no data
3.27%
BlackRock, Inc.
45,038,257UK£365.7m-2.33%0.01%
3.08%
Brewin Dolphin Limited
42,484,075UK£345.0m-1.62%2.68%
2.95%
Evelyn Partners Investment Management LLP
40,689,369UK£330.4m0.73%4.24%
2.84%
Baillie Gifford & Co.
39,189,152UK£318.2m-6.59%0.18%
2.41%
Investec Wealth & Investment Limited
33,191,792UK£269.5m6.16%2.82%
2.15%
Charles Stanley & Co. Ltd, Asset Management Arm
29,674,732UK£241.0m-1.14%2.46%
2.1%
Fidelity International Ltd
28,885,668UK£234.6m-0.06%0.13%
1.79%
JM Finn & Co Ltd.
24,691,622UK£200.5m-0.69%4.64%
1.76%
HBOS Investment Fund Managers Limited
24,317,887UK£197.5m-1.45%1.88%
1.38%
Integrated Financial Arrangements plc, Asset Management Arm
18,947,486UK£153.9m-1.71%7.97%
1.2%
Close Asset Management Ltd.
16,545,926UK£134.4m4.64%1.63%
1.19%
Quilter Cheviot Limited
16,391,861UK£133.1m-2.62%1.45%
1.04%
Lloyds Banking Group plc
14,379,559UK£116.8m-12.1%no data
1.04%
Barclays Bank PLC, Wealth and Investment Management Division
14,360,279UK£116.6m-3.4%1.39%
1.04%
Legal & General Investment Management Limited
14,356,763UK£116.6m-3.2%0.03%
0.95%
Canaccord Genuity Wealth (International) Limited
13,150,776UK£106.8m1.29%1.92%
0.9%
Barclays Bank PLC, Securities Investments
12,375,707UK£100.5m-65.1%0.17%
0.87%
The Vanguard Group, Inc.
11,983,777UK£97.3m1.43%no data
0.85%
Merrill Lynch & Co. Inc., Banking Investments
11,745,320UK£95.4m-14.7%0.05%
0.8%
UBS Asset Management AG
11,059,709UK£89.8m17.3%0.02%
0.8%
Schroder Investment Management Limited
11,017,766UK£89.5m-1.93%0.07%
0.78%
Coöperatieve Centrale Raiffeisen-Boerenleenbank B.A., Asset Management Arm
10,783,537UK£87.6m72.5%0.91%
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