Grupa LOTOS 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 LTS?
Owner Type	Number of Shares	Ownership Percentage
General Public	40,842,740	22.1%
Institutions	45,701,107	24.7%
State or Government	98,329,515	53.2%

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

Top Shareholders

Top 25 shareholders own 77.05% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
53.2%	Ministerstwo Skarbu Panstwa	98,329,515	zł7.8b	0%	no data
5.01%	NN Investment Partners Holdings N.V.	9,257,661	zł731.4m	0%	0.41%
3.48%	Aviva Powszechne Towarzystwo Emerytalne Aviva Santander S.A.	6,432,158	zł508.1m	1.12%	2.34%
3.37%	Powszechne Towarzystwo Emerytalne PZU SA	6,236,276	zł492.7m	3.54%	3.37%
1.83%	Norges Bank Investment Management	3,374,308	zł266.6m	0%	0.01%
1.73%	The Vanguard Group, Inc.	3,203,664	zł253.1m	1.16%	no data
1.63%	MetLife Powszechne Towarzystwo Emerytalne S.A.	3,020,960	zł238.7m	0%	3.22%
1.1%	UNIQA Österreich Versicherungen AG, Asset Management Arm	2,026,006	zł160.1m	0.44%	3.05%
0.83%	BlackRock, Inc.	1,535,617	zł121.3m	-3.83%	no data
0.8%	Dimensional Fund Advisors LP	1,485,755	zł117.4m	5.41%	0.01%
0.64%	PTE Bankowy, Asset Management Arm	1,186,988	zł93.8m	0%	2.18%
0.62%	Generali Powszechne Towarzystwo Emerytalne S A	1,150,701	zł90.9m	0%	1.9%
0.52%	PKO Towarzystwo Funduszy Inwestycyjnych SA	969,052	zł76.6m	0%	0.86%
0.41%	Aviva Investors Poland Towarzystwo Funduszy Inwestycyjnych S.A.	753,893	zł59.6m	0%	4.33%
0.37%	Towarzystwo Funduszy Inwestycyjnych PZU SA	679,446	zł53.7m	0%	1.77%
0.28%	Pocztylion Arka Powszechne Towarzystwo Emerytalne SA	523,992	zł41.4m	8,450%	2.52%
0.28%	Santander Towarzystwo Funduszy Inwestycyjnych S.A.	520,174	zł41.1m	0%	1.28%
0.18%	Polunin Capital Partners Limited	337,407	zł26.7m	0%	0.55%
0.14%	Pekao Investment Management SA	259,319	zł20.5m	0%	5.68%
0.14%	Bessemer Investment Management LLC	256,165	zł20.2m	0%	0.01%
0.11%	GuideStone Capital Management, LLC	196,219	zł15.5m	2.81%	0.04%
0.1%	Pioneer Pekao Towarzystwo Funduszy Inwestycyjnych SA	187,938	zł14.8m	0%	0.87%
0.098%	Charles Schwab Investment Management, Inc.	181,982	zł14.4m	-45.5%	no data
0.096%	AXA Towarzystwo Funduszy Inwestycyjnych S.A.	177,349	zł14.0m	0%	1.25%
0.092%	State Street Global Advisors, Inc.	169,883	zł13.4m	-5.42%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2022/08/12 19:06
End of Day Share Price	2022/08/11 00:00
Earnings	2022/03/31
Annual Earnings	2021/12/31

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.

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 Github.

Analyst Sources

Grupa LOTOS S.A. is covered by 17 analysts. 3 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
Lydia Rainforth	Barclays
Piotr Dzieciolowski	Citigroup Inc
Tatiana Kapustina	Deutsche Bank