Shearwater Group 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 SWG?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	109,088	0.458%
Private Companies	194,516	0.816%
General Public	5,551,613	23.3%
Institutions	8,431,628	35.4%
Individual Insiders	9,539,534	40%

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

Top Shareholders

Top 25 shareholders own 71.84% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.3%	Lawrence Jones	2,922,925	UK£1.1m	0%	no data
12%	Schroder Investment Management Limited	2,848,366	UK£1.1m	-0.35%	no data
10.7%	Philip Higgins	2,551,525	UK£995.1k	0%	no data
8.83%	Dene Stacey	2,104,166	UK£820.6k	0%	no data
6.79%	David Williams	1,618,757	UK£631.3k	0%	no data
2.91%	IG Group Holdings Plc, Asset Management Arm	693,298	UK£270.4k	-0.4%	0.03%
2.14%	Fiske Plc, Asset Management Arm	509,180	UK£198.6k	4.39%	0.07%
1.66%	Quilter Cheviot Limited	395,102	UK£154.1k	-19.6%	no data
1.58%	HBOS Investment Fund Managers Limited	376,020	UK£146.6k	25.2%	no data
1.36%	Jarvis Securities plc, Asset Management Arm	323,851	UK£126.3k	59.1%	0.01%
1.34%	Investment Funds Direct Limited, Securities Investments	318,148	UK£124.1k	46.2%	0.03%
1.26%	Tavira Securities Limited, Asset Management Arm	300,000	UK£117.0k	0%	0.36%
1.06%	HSBC Global Asset Management (UK) Limited	252,184	UK£98.4k	-14%	no data
1.03%	Dolmen Fund Management	245,712	UK£95.8k	48.7%	0.04%
0.98%	Barclays Bank PLC, Wealth and Investment Management Division	234,355	UK£91.4k	-3.24%	no data
0.93%	Charles Stanley & Co. Ltd, Asset Management Arm	221,827	UK£86.5k	8.03%	no data
0.85%	EFG Private Bank SA, Asset Management Arm	202,991	UK£79.2k	0%	no data
0.65%	Killik Asset Management	155,473	UK£60.6k	-29.5%	no data
0.65%	Robin Southwell	155,000	UK£60.5k	0%	no data
0.65%	James Hambro & Partners LLP	155,000	UK£60.5k	0%	no data
0.5%	Stephen Ball	119,444	UK£46.6k	0%	no data
0.48%	Cantor Fitzgerald Asset Management	114,237	UK£44.6k	106%	no data
0.45%	VJM Investments Limited	107,183	UK£41.8k	0%	no data
0.42%	Integrated Financial Arrangements plc, Asset Management Arm	100,494	UK£39.2k	-0.19%	no data
0.38%	Canaccord Genuity Wealth (International) Ltd.	90,500	UK£35.3k	-15.8%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 10:22
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

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

Shearwater Group plc is covered by 2 analysts. 1 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
Edward James	Berenberg
Edward Stacey	Cavendish