Serica Energy Ownership

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

Recent Insider Transactions

AIM:SQZ Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
10 Sep 24	BuyUK£15,106	Martin Francis Copeland	Individual	13,500	UK£1.12
24 Jul 24	BuyUK£27,916	David Latin	Individual	21,350	UK£1.31
05 Jul 24	BuyUK£426,412	Christopher Cox	Individual	306,597	UK£1.39
02 Jul 24	BuyUK£169,958	Christopher Cox	Individual	125,430	UK£1.36
14 Jun 24	BuyUK£20,983	David Latin	Individual	14,500	UK£1.45
14 Jun 24	BuyUK£15,966	Martin Francis Copeland	Individual	11,000	UK£1.45
14 May 24	BuyUK£35,131	Martin Francis Copeland	Individual	19,000	UK£1.85
07 Mar 24	BuyUK£34,048	Martin Francis Copeland	Individual	19,000	UK£1.79
07 Mar 24	BuyUK£36,840	David Latin	Individual	20,462	UK£1.80

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 SQZ?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	551,038	0.141%
State or Government	602,853	0.154%
Individual Insiders	766,608	0.196%
Employee Share Scheme	3,847,354	0.985%
General Public	96,109,895	24.6%
Private Companies	111,728,921	28.6%
Institutions	176,819,754	45.3%

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

Top Shareholders

Top 25 shareholders own 56.91% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
24.8%	Mercuria Holdings (Uk) Ltd	96,618,142	UK£140.9m	0%	no data
3.21%	Janus Henderson Group plc	12,531,365	UK£18.3m	-2%	0.01%
2.92%	GLG Partners LP	11,400,657	UK£16.6m	-5.04%	0.23%
2.37%	Premier Fund Managers Ltd.	9,256,136	UK£13.5m	29%	0.21%
2.32%	UBS Asset Management AG	9,052,279	UK£13.2m	15.1%	no data
1.92%	Rathbones Investment Management Limited	7,509,820	UK£10.9m	-8.91%	0.03%
1.8%	HBOS Investment Fund Managers Limited	7,012,627	UK£10.2m	42.3%	0.09%
1.41%	BlackRock, Inc.	5,493,781	UK£8.0m	-68.8%	no data
1.25%	Mirae Asset Global Investments Co., Ltd.	4,869,527	UK£7.1m	20.4%	0.01%
1.24%	JP Morgan Asset Management	4,860,000	UK£7.1m	-43.3%	no data
1.11%	River Global Investors LLP	4,344,691	UK£6.3m	77.5%	0.4%
1.06%	AXA Investment Managers S.A.	4,135,645	UK£6.0m	0%	0.01%
1.01%	Bank Julius Bär & Co Ltd., Asset Management Arm	3,930,145	UK£5.7m	4,000%	0.02%
0.99%	Serica Energy Plc Share Incentive Plan	3,847,354	UK£5.6m	-46.7%	no data
0.98%	Royal London Asset Management Ltd.	3,831,705	UK£5.6m	0.08%	0.01%
0.97%	Barclays Bank PLC, Wealth and Investment Management Division	3,803,683	UK£5.5m	0.81%	0.06%
0.91%	Nova Venture Holdings Limited	3,535,346	UK£5.2m	0%	no data
0.91%	DSRG Limited	3,535,346	UK£5.2m	0%	no data
0.91%	Nova Energia Ltd.	3,535,345	UK£5.2m	0%	no data
0.88%	Havelock Hunter Stockbrokers, Asset Management Arm	3,432,343	UK£5.0m	0%	21.09%
0.85%	Barclays Bank PLC, Securities Investments	3,314,818	UK£4.8m	-33.8%	0.01%
0.85%	London Wealth Management Limited	3,302,265	UK£4.8m	11.6%	0.26%
0.78%	American Century Investment Management Inc	3,054,976	UK£4.5m	3.7%	no data
0.77%	National Petroleum Corporation of Namibia	3,000,000	UK£4.4m	0%	no data
0.76%	Stonehage Fleming (Uk) Limited	2,985,087	UK£4.4m	7.18%	0.14%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/15 05:53
End of Day Share Price	2025/02/14 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.

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

Serica Energy plc is covered by 16 analysts. 5 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
Stephane Guy Foucaud	Auctus Advisors LLP
Philip Hallam	Canaccord Genuity
Charlie Sharp	Canaccord Genuity