Brunner Investment Trust 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 BNIT.F?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	913,439	2.11%
Individual Insiders	2,997,832	6.93%
General Public	6,199,541	14.3%
Private Companies	7,985,800	18.5%
Institutions	25,151,115	58.2%

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

Top Shareholders

Top 25 shareholders own 74.45% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.3%	Hargreaves Lansdown Asset Management Ltd.	5,328,154	US$102.2m	-0.71%	0.21%
10%	Sir Hugo Brunner & J Maitland Trust	4,341,288	US$83.3m	0%	no data
8.63%	Aberdeen Group Plc	3,733,136	US$71.6m	2.1%	0.04%
3.95%	Mr Timothy Barnabus Hans Brunner & J Maitland Trust	1,707,180	US$32.8m	0%	no data
3.79%	Charles Stanley & Co. Ltd, Asset Management Arm	1,640,788	US$31.5m	23.5%	0.25%
3.79%	The Brunner Family	1,637,158	US$31.4m	0%	no data
3.22%	Rathbones Investment Management Limited	1,392,583	US$26.7m	8.83%	0.05%
2.7%	Brooks MacDonald Asset Management	1,169,039	US$22.4m	-1.44%	2.28%
2.55%	HBOS Investment Fund Managers Limited	1,104,274	US$21.2m	0.28%	0.13%
2.51%	Hugo Brunner	1,084,823	US$20.8m	0%	no data
2.3%	Timothy Brunner	993,270	US$19.1m	0%	no data
2.29%	Fidelity International Ltd	991,715	US$19.0m	1.84%	0.01%
2.09%	Lloyds Banking Group plc	905,656	US$17.4m	3.07%	no data
2.07%	James Sharp	896,989	US$17.2m	0%	no data
2.03%	JM Finn & Co Ltd.	880,068	US$16.9m	-3.75%	0.3%
1.26%	BlackRock, Inc.	545,782	US$10.5m	-9.4%	no data
1.24%	Investment Funds Direct Limited, Securities Investments	535,517	US$10.3m	-23.2%	2.09%
1.2%	HSBC Global Asset Management (UK) Limited	517,659	US$9.9m	4.45%	no data
1.17%	Barclays Bank PLC, Wealth and Investment Management Division	505,095	US$9.7m	-4.04%	0.07%
1.06%	London Wealth Management Limited	456,403	US$8.8m	4.41%	0.36%
0.93%	The Vanguard Group, Inc.	400,728	US$7.7m	-0.19%	no data
0.89%	Albert E Sharp LLP	383,920	US$7.4m	0%	2.14%
0.87%	Brewin Dolphin Limited	377,179	US$7.2m	-2.19%	0.04%
0.81%	Integrated Financial Arrangements plc, Asset Management Arm	351,467	US$6.7m	3.51%	0.27%
0.73%	Ontario Teachers' Pension Plan Board	316,035	US$6.1m	-0.53%	0.06%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/06/14 19:21
End of Day Share Price	2025/03/17 00:00
Earnings	2024/11/30
Annual Earnings	2024/11/30

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

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Industry and Sector Metrics

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Analyst Sources

The Brunner Investment Trust PLC is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.