James Fisher and Sons 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 FSJ?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	18,389	0.0365%
Private Companies	34,000	0.0675%
Individual Insiders	78,722	0.156%
Employee Share Scheme	147,856	0.293%
General Public	3,121,512	6.2%
Institutions	46,985,065	93.3%

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

Top Shareholders

Top 25 shareholders own 89.11% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
23%	The Sir John Fisher Foundation, Endowment Arm	11,573,449	UK£36.2m	0%	no data
13.9%	Schroder Investment Management Limited	6,982,539	UK£21.9m	3.46%	0.02%
10.1%	Fidelity International Ltd	5,065,798	UK£15.9m	1.3%	0.01%
7.54%	Odyssean Capital LLP	3,800,000	UK£11.9m	0%	6.8%
6.49%	Aberforth Partners LLP	3,271,975	UK£10.2m	0.65%	0.5%
4.9%	N.F.U. Mutual Unit Managers Limited	2,467,295	UK£7.7m	0%	0.18%
3.82%	Invesco Ltd.	1,926,911	UK£6.0m	0%	no data
3.71%	Columbia Management Investment Advisers, LLC	1,869,931	UK£5.9m	-0.03%	no data
2.48%	Harwood Capital LLP	1,250,000	UK£3.9m	0%	0.38%
1.77%	Royal London Asset Management Ltd.	893,404	UK£2.8m	27.3%	no data
1.35%	Ruffer LLP	680,000	UK£2.1m	0%	0.04%
1.32%	Canaccord Genuity Asset Management Limited	665,000	UK£2.1m	15.7%	0.1%
1.28%	Dimensional Fund Advisors LP	646,495	UK£2.0m	-4.11%	no data
1.14%	Legal & General Investment Management Limited	575,512	UK£1.8m	-3.15%	no data
0.97%	BlackRock, Inc.	487,137	UK£1.5m	-14.9%	no data
0.86%	UBS Asset Management AG	434,782	UK£1.4m	-19.7%	no data
0.77%	Charles Stanley & Co. Ltd, Asset Management Arm	386,521	UK£1.2m	6.99%	0.01%
0.6%	Barclays Bank PLC, Wealth and Investment Management Division	302,228	UK£946.0k	-10.8%	0.01%
0.6%	J O Hambro Capital Management Limited	300,000	UK£939.0k	0%	0.01%
0.58%	HBOS Investment Fund Managers Limited	289,763	UK£907.0k	-10.4%	0.01%
0.56%	West Yorkshire Pension Fund	283,342	UK£886.9k	-5.55%	0.02%
0.42%	River Global Investors LLP	209,948	UK£657.1k	-5.6%	0.04%
0.39%	Canaccord Genuity Wealth (International) Ltd.	198,891	UK£622.5k	-0.23%	0.01%
0.38%	The Vanguard Group, Inc.	189,205	UK£592.2k	0%	no data
0.29%	James Fisher & Sons plc, ESOP	147,856	UK£462.8k	209%	100.0%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 08:46
End of Day Share Price	2024/12/20 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

James Fisher and Sons plc is covered by 11 analysts. 4 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
Alexander Brooks	Canaccord Genuity
Peter Ashworth	Charles Stanley Securities
Thomas Rands	Davy