United Utilities Group Ownership

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

Recent Insider Transactions

BMV:UU N Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
20 Sep 24	SellMex$1,347,234	Simon Gardiner	Individual	4,954	Mex$271.95
11 Apr 24	BuyMex$3,705	Gaynor Kenyon	Individual	18	Mex$205.82
11 Apr 24	BuyMex$3,705	Simon Gardiner	Individual	18	Mex$205.82
11 Apr 24	BuyMex$3,705	Philip Aspin	Individual	18	Mex$205.82
11 Apr 24	BuyMex$3,705	Louise Beardmore	Individual	18	Mex$205.82
21 Feb 24	BuyMex$428,461	Simon Gardiner	Individual	1,894	Mex$226.22
19 Feb 24	SellMex$1,494,876	Simon Gardiner	Individual	6,697	Mex$223.22

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 UU N?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	297,488	0.0436%
Public Companies	358,679	0.0526%
Private Companies	1,018,960	0.149%
State or Government	1,495,856	0.219%
Employee Share Scheme	3,430,911	0.503%
General Public	126,643,740	18.6%
Institutions	548,642,784	80.5%

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

Top Shareholders

Top 25 shareholders own 59% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.71%	BlackRock, Inc.	59,422,419	Mex$12.4b	-15.8%	0.01%
7.66%	Lazard Asset Management LLC	52,228,121	Mex$10.9b	2.76%	0.57%
4.46%	The Vanguard Group, Inc.	30,440,140	Mex$6.4b	1.84%	0.01%
4.4%	Amundi Asset Management	29,980,521	Mex$6.3b	1.84%	0.1%
3.81%	Legal & General Investment Management Limited	25,998,962	Mex$5.4b	0.04%	0.09%
3.02%	Magellan Asset Management Limited	20,626,428	Mex$4.3b	-12.4%	1.19%
2.96%	Pictet Asset Management Limited	20,203,299	Mex$4.2b	0.07%	0.19%
2.6%	State Street Global Advisors, Inc.	17,754,912	Mex$3.7b	-0.84%	0.01%
2.48%	Impax Asset Management Group plc	16,895,688	Mex$3.5b	5.38%	0.55%
2.46%	Norges Bank Investment Management	16,760,196	Mex$3.5b	5.13%	0.02%
2.41%	ClearBridge Investments Limited	16,405,817	Mex$3.4b	89.9%	3.35%
1.86%	ATLAS Infrastructure Partners (UK) Ltd	12,692,849	Mex$2.7b	-7.89%	11.95%
1.39%	Columbia Management Investment Advisers, LLC	9,502,092	Mex$2.0b	-6.71%	0.03%
1.3%	Northern Trust Global Investments	8,878,555	Mex$1.9b	9.19%	0.02%
1.26%	Invesco Ltd.	8,622,401	Mex$1.8b	31.4%	0.03%
1.06%	HBOS Investment Fund Managers Limited	7,226,291	Mex$1.5b	0.09%	0.75%
0.98%	UBS Asset Management AG	6,699,097	Mex$1.4b	-14.5%	0.01%
0.94%	Kleinwort Benson Private Bank Limited, Asset Management Arm	6,404,214	Mex$1.3b	13.3%	18.1%
0.83%	Schroder Investment Management Limited	5,655,963	Mex$1.2b	3.95%	0.05%
0.82%	Barclays Bank PLC, Wealth and Investment Management Division	5,600,377	Mex$1.2b	15.8%	0.7%
0.76%	Aviva Investors Global Services Limited	5,164,467	Mex$1.1b	25%	0.11%
0.74%	Invesco Capital Management LLC	5,067,215	Mex$1.1b	-10.8%	0.04%
0.71%	Maple-Brown Abbott Limited	4,818,499	Mex$1.0b	-3.23%	4.85%
0.7%	abrdn plc	4,801,991	Mex$1.0b	20.1%	0.04%
0.66%	Setanta Asset Management Limited	4,480,439	Mex$936.6m	-1.23%	3.9%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/07/03 16:06
End of Day Share Price	2023/04/05 00:00
Earnings	2023/03/31
Annual Earnings	2023/03/31

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

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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 .

Analyst Sources

United Utilities Group PLC is covered by 33 analysts. 11 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
Myriam Cohen	AlphaValue
Harry Wyburd	Barclays
Dominic Nash	Barclays