Close Brothers Group Ownership

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

Recent Insider Transactions

OTCPK:CBGP.F Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Jan 26	BuyUS$19,401	Michael Morgan	Individual	2,841	US$6.83
12 Jan 26	SellUS$19,401	Michael Morgan	Individual	2,841	US$6.83
02 Oct 25	SellUS$4,561	Fiona McCarthy	Individual	676	US$6.75
19 Mar 25	BuyUS$18,710	Michael Biggs	Individual	5,000	US$3.74

Insider Trading Volume

Insider Buying: CBGP.F insiders have bought and sold the same number of shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of CBGP.F?
Owner Type	Number of Shares	Ownership Percentage
State or Government	41,636	0.0279%
Individual Insiders	209,870	0.141%
Private Companies	241,129	0.162%
Public Companies	450,406	0.302%
Employee Share Scheme	1,441,426	0.967%
General Public	2,685,109	1.8%
Institutions	143,975,104	96.6%

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

Top Shareholders

Top 25 shareholders own 80.73% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.4%	Fidelity International Ltd	17,049,724	US$101.2m	13.4%	0.04%
10.6%	Aberdeen Group Plc	15,730,906	US$93.4m	-4.26%	0.05%
6.39%	Jupiter Fund Management Plc	9,525,992	US$56.5m	2.63%	0.13%
5.38%	The Vanguard Group, Inc.	8,012,824	US$47.6m	1.91%	no data
5.14%	Hargreaves Lansdown Asset Management Ltd.	7,666,078	US$45.5m	-1.97%	0.09%
4.99%	FMR LLC	7,430,322	US$44.1m	0%	no data
3.06%	Heronbridge Investment Management LLP	4,564,469	US$27.1m	-3.44%	2.51%
2.88%	Kopernik Global Investors, LLC	4,291,101	US$25.5m	7.47%	0.39%
2.8%	Third Avenue Management LLC	4,177,534	US$24.8m	8.81%	1.77%
2.64%	GLG Partners LP	3,931,370	US$23.3m	13.5%	0.15%
2.59%	BlackRock, Inc.	3,853,741	US$22.9m	0%	no data
2.4%	Dimensional Fund Advisors LP	3,579,509	US$21.2m	2.43%	no data
2.39%	Marathon Asset Management Limited	3,566,308	US$21.2m	-9.78%	0.14%
2.32%	Royal London Asset Management Ltd.	3,459,574	US$20.5m	-5.17%	0.03%
2.15%	Canaccord Genuity Asset Management Limited	3,200,000	US$19.0m	-3.76%	0.89%
1.85%	Aberforth Partners LLP	2,759,274	US$16.4m	0.21%	0.64%
1.81%	American Century Investment Management Inc	2,702,770	US$16.0m	4.07%	0.01%
1.52%	Aviva Investors UK Fund Services Limited	2,262,180	US$13.4m	0%	0.35%
1.36%	Interactive Brokers Group, Inc.	2,022,947	US$12.0m	-9.61%	0.2%
1.27%	Rathbones Asset Management Limited	1,900,000	US$11.3m	0%	0.09%
1.27%	AGF Management Limited	1,890,017	US$11.2m	11.4%	0.05%
1.22%	UBS Asset Management AG	1,816,258	US$10.8m	10.6%	no data
1.17%	Canaccord Genuity Wealth (International) Ltd.	1,746,178	US$10.4m	-2.14%	0.14%
1.1%	Legal & General Investment Management Limited	1,635,337	US$9.7m	7.94%	no data
1.03%	Motley Fool Asset Management, LLC	1,542,229	US$9.2m	-1.61%	0.38%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/03/06 17:41
End of Day Share Price	2026/01/22 00:00
Earnings	2025/07/31
Annual Earnings	2025/07/31

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

Close Brothers Group plc is covered by 17 analysts. 6 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
Toni Dang	Barclays
Peter Richardson	Berenberg
Philip Middleton	BofA Global Research