Washington H. Soul Pattinson and Company Limited

OTCPK:WSOU.F Stock Report

Market Cap: US$8.0b

Washington H. Soul Pattinson Ownership

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

Recent Insider Transactions

OTCPK:WSOU.F Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
25 Oct 24BuyUS$319,280David BaxbyIndividual14,000US$22.90
10 Oct 24BuyUS$353,845Tyneside Pty LimitedCompany15,000US$23.59
08 Oct 24BuyUS$471,635Millane Pty. LimitedCompany20,000US$23.58
03 Oct 24BuyUS$1,816,916Robert MillnerIndividual75,000US$24.30
01 Oct 24BuyUS$1,921,473T G Millner Holdings Pty. Ltd.Company80,000US$24.11
30 Sep 24BuyUS$67,908Bruce MacDiarmidIndividual2,800US$24.25
27 Sep 24BuyUS$4,803,471Robert MillnerIndividual200,000US$24.07
18 Apr 24BuyUS$322,482Josephine SukkarIndividual15,034US$21.45
16 Apr 24BuyUS$42,282Todd BarlowIndividual1,907US$22.17
09 Apr 24BuyUS$2,046,770Robert MillnerIndividual90,000US$22.74
04 Apr 24BuyUS$2,710,655T G Millner Holdings Pty. Ltd.Company120,000US$22.59
03 Apr 24BuyUS$8,815,421Robert MillnerIndividual400,000US$22.06
03 Apr 24BuyUS$13,197Joanne PollardIndividual600US$21.99

Insider Trading Volume

Insider Buying: WSOU.F insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WSOU.F?
Owner TypeNumber of SharesOwnership Percentage
Private Companies11,565,8753.15%
Individual Insiders19,425,9645.29%
Institutions51,502,72614%
Public Companies94,314,85525.7%
General Public190,651,12751.9%

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

Top Shareholders

Top 25 shareholders own 46.1% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
25.7%
Brickworks Limited
94,314,855US$2.0b0%no data
4.21%
Robert Millner
15,478,416US$335.0m1.81%no data
3.68%
The Vanguard Group, Inc.
13,538,272US$293.0m0.48%no data
2.38%
Dixson Trust Pty Limited, Asset Management Arm
8,749,192US$189.4m0%69.85%
2.07%
BlackRock, Inc.
7,598,244US$164.5m0.4%no data
1.04%
T G Millner Holdings Pty. Ltd.
3,838,965US$83.1m2.13%no data
0.8%
Argo Investments Limited
2,943,073US$63.7m0%1.34%
0.66%
John Church
2,412,580US$52.2m0%no data
0.52%
Netwealth Investments Ltd.
1,912,624US$41.4m60.9%0.45%
0.5%
Mutual Trust Pty Ltd, Asset Management Arm
1,848,905US$40.0m-0.32%2.73%
0.5%
Van Eck Associates Corporation
1,836,811US$39.8m0.05%0.04%
0.46%
Geode Capital Management, LLC
1,683,963US$36.4m0.04%no data
0.41%
Millane Pty. Limited
1,497,680US$32.4m1.35%no data
0.33%
Mary Millner Holdings Pty Limited
1,226,860US$26.6m0%no data
0.32%
Nt-Comnwlth Super Corp
1,180,758US$25.6m0%0.35%
0.31%
Danwer Investments Pty. Ltd.
1,132,612US$24.5m0%no data
0.3%
Bortre Pty Limited
1,106,612US$24.0m0%no data
0.3%
State Street Global Advisors, Inc.
1,093,083US$23.7m0.64%no data
0.27%
Diversified United Investment Limited
1,000,000US$21.6m0%2.49%
0.27%
Norgram PTY Ltd
992,710US$21.5m0%no data
0.25%
Tyneside Pty Limited
926,013US$20.0m1.65%no data
0.24%
BetaShares Capital Limited
877,150US$19.0m5.69%0.1%
0.23%
Australian Super Pty Ltd
841,390US$18.2m0%0.02%
0.19%
JP Morgan Asset Management
694,412US$15.0m-0.68%no data
0.18%
Charles Schwab Investment Management, Inc.
670,538US$14.5m1.73%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/25 00:27
End of Day Share Price 2024/11/11 00:00
Earnings2024/07/31
Annual Earnings2024/07/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Washington H. Soul Pattinson and Company Limited is covered by 6 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ivor RiesEL&C Baillieu
Steven SassineMorgans Financial Limited
Johannes FaulMorningstar Inc.