Shaftesbury Capital Ownership

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

Recent Insider Transactions

LSE:SHC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
29 Feb 24	BuyUK£110,221	Ian Hawksworth	Individual		88,888	UK£1.24

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 SHC?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	327,834	0.018%
Individual Insiders	4,077,472	0.224%
Private Companies	11,892,745	0.653%
General Public	109,412,003	6.01%
Sovereign Wealth Funds	459,646,100	25.2%
Institutions	1,236,324,304	67.9%

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

Top Shareholders

Top 25 shareholders own 70.14% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
25.2%	Norges Bank Investment Management	459,646,100	UK£575.5m	0%	0.06%
7.7%	BlackRock, Inc.	140,257,349	UK£175.6m	-3.76%	no data
4.75%	The Vanguard Group, Inc.	86,582,366	UK£108.4m	8.34%	no data
3.14%	Columbia Management Investment Advisers, LLC	57,132,579	UK£71.5m	4.07%	0.02%
2.77%	Legal & General Investment Management Limited	50,542,705	UK£63.3m	-7.33%	0.01%
2.56%	Resolution Capital Limited	46,662,058	UK£58.4m	-2.31%	1.15%
2.23%	Public Investment Corporation Limited	40,558,623	UK£50.8m	0%	0.11%
2.17%	JP Morgan Asset Management	39,453,436	UK£49.4m	0.38%	0.01%
2.07%	Massachusetts Financial Services Company	37,781,432	UK£47.3m	-1.63%	0.01%
2.05%	Citigroup Inc.,Banking and Securities Investments	37,293,193	UK£46.7m	-5.1%	0.04%
1.77%	State Street Global Advisors, Inc.	32,239,944	UK£40.4m	-2.02%	no data
1.31%	Wellington Management Group LLP	23,834,081	UK£29.8m	-30.2%	0.01%
1.28%	Stichting Pensioenfonds ABP	23,382,096	UK£29.3m	-0.74%	0.09%
1.26%	Polar Capital Holdings Plc	22,919,728	UK£28.7m	12.6%	0.13%
1.07%	Baillie Gifford & Co.	19,549,317	UK£24.5m	-9.46%	0.01%
1.05%	UBS Asset Management AG	19,207,946	UK£24.0m	9.12%	no data
1.01%	Dimensional Fund Advisors LP	18,423,849	UK£23.1m	-3.16%	no data
0.98%	Janus Henderson Group plc	17,924,676	UK£22.4m	1.11%	0.01%
0.97%	HSBC Global Asset Management (UK) Limited	17,705,482	UK£22.2m	29.9%	0.01%
0.89%	Foord Asset Management (Pty) Limited	16,132,335	UK£20.2m	0%	5.01%
0.84%	Natixis, Investment Banking and Corporate Banking Investments	15,343,455	UK£19.2m	80.9%	0.11%
0.82%	Investec Wealth & Investment Limited	14,965,951	UK£18.7m	-13.7%	0.22%
0.76%	The Bank of Nova Scotia, Banking Investments	13,795,698	UK£17.3m	72.1%	0.04%
0.73%	Lombard Odier Asset Management (Europe) Ltd.	13,214,284	UK£16.5m	-7.37%	0.34%
0.72%	Deutsche Asset & Wealth Management	13,116,907	UK£16.4m	4.8%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 23:28
End of Day Share Price	2024/12/23 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

Shaftesbury Capital PLC is covered by 29 analysts. 8 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
Aaron Guy	Barclays
Kieran Lee	Berenberg
Miranda Cockburn	Berenberg