Phoenix Group Holdings plc

LSE:PHNX Stock Report

Market Cap: UK£4.8b

Phoenix Group Holdings Ownership

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


Recent Insider Transactions

LSE:PHNX Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
28 Sep 23BuyUK£99,998Andrew BriggsIndividual20,964UK£4.77
28 Sep 23BuyUK£39,251Alastair William BarbourIndividual8,250UK£4.76
28 Sep 23BuyUK£24,859Nicholas ShottIndividual5,246UK£4.74

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 PHNX?
Owner TypeNumber of SharesOwnership Percentage
Public Companies593,5220.0594%
State or Government653,7930.0654%
Individual Insiders903,2020.0904%
Private Companies1,476,8630.148%
Employee Share Scheme7,782,5740.779%
VC/PE Firms50,051,1925.01%
General Public121,878,12312.2%
Institutions815,589,31781.6%

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


Top Shareholders

Top 25 shareholders own 69.36% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.5%
MS&AD Insurance Group Holdings, Inc., Asset Management Arm
144,877,304UK£702.9m0%7.44%
10.6%
abrdn plc
105,503,632UK£511.9m0%0.5%
7.77%
BlackRock, Inc.
77,621,003UK£376.6m4.92%0.01%
5.01%
Kingdom Holding Company
50,051,192UK£242.8m0%8.2%
3.43%
The Vanguard Group, Inc.
34,241,398UK£166.1m0.85%no data
2.56%
Columbia Management Investment Advisers, LLC
25,592,665UK£124.2m-8.92%0.04%
2.38%
Aviva Investors Global Services Ltd.
23,797,253UK£115.5m-14.3%0.21%
2.06%
M&G Investment Management Limited
20,529,083UK£99.6m15.1%0.26%
2.04%
Artemis Investment Management LLP
20,342,289UK£98.7m1.9%0.51%
2%
Janus Henderson Group plc
20,015,224UK£97.1m-16.4%0.05%
1.91%
Fidelity International Ltd
19,052,962UK£92.4m-10.2%0.05%
1.69%
Aegon Asset Management UK Plc
16,927,231UK£82.1m-2.94%0.44%
1.64%
Invesco Ltd.
16,360,385UK£79.4m12.5%0.03%
1.26%
UBS Asset Management AG
12,602,778UK£61.1m-1.74%0.01%
1.2%
Legal & General Investment Management Limited
11,985,067UK£58.2m-1.88%0.02%
1.09%
J O Hambro Capital Management Limited
10,851,819UK£52.7m-3.26%0.41%
0.98%
A J Bell Holdings Limited, Asset Management Arm
9,782,176UK£47.5m11.1%0.55%
0.97%
HBOS Investment Fund Managers Limited
9,666,427UK£46.9m8.18%0.44%
0.96%
Martin Currie Ltd.
9,580,000UK£46.5m-0.53%0.63%
0.94%
State Street Global Advisors, Inc.
9,391,477UK£45.6m-1.57%no data
0.93%
Charles Stanley & Co. Ltd, Asset Management Arm
9,320,655UK£45.2m2.16%0.46%
0.9%
BNY Mellon Asset Management
9,006,585UK£43.7m10.6%0.01%
0.89%
HSBC Global Asset Management (UK) Limited
8,862,497UK£43.0m8.39%0.03%
0.87%
Evelyn Partners Investment Management LLP
8,716,726UK£42.3m-1.44%0.54%
0.82%
Friends Life Group Limited, Asset Management Arm
8,220,378UK£39.9m0%33.05%
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