Identify major shareholders of any share

Major Shareholders

The major shareholders pages shows the holding of (up to) the top 10 holders of each security, plus the change in holding since the holder’s previous reporting date. The pie chart provides an insight into the concentration of the shareholder ownership.

1c323dded64aac6eea57c845bc52b793b340b46a1580473889.jpeg

How to access the major shareholder data

You can access a company's major shareholder’s page from its StockReport. This information can be found on a sub-tab under the ‘Accounts’ dropdown menu.

26f1716fe56948353a1dc5adfd6a80b84e6558a71647856764.png

Asset Managers and their sub-funds

In order to provide as much detail in the major shareholder breakdown, we show both the individual funds that appear in the top holdings (such as Schroder UK Dynamic Fund) as well as the 'parent' Asset Manager that encompasses these funds (e.g. Schroder Investment Management). This is so you can see the actual fund manager that has conviction in the position rather than the aggregated high level parent group.

The relationship is shown in the table with sub-funds appearing indented below the parent, as shown below. Only sub-funds which appear in the top holders list are included:

3b311741291d46f04a6f28d1ab0196527d892a781580474155.jpeg

To prevent duplicate values from distorting the value of percentage of shares held by top owners, only the holdings of the Asset Manager is included in the calculation where both an Asset Manager and their sub-funds are shown.

Please note that because the reporting frequency between sub-fund and the Asset Manager may be different, there may be occasions where the aggregate of the sub funds appear to hold more than the Asset Manager. This could occur if the sub fund reports more frequently and has bought more shares since the Asset Manager last reported its holdings.

A subscription to Stockopedia will be one of the best investments you'll ever make...

Here's what you'll get:
A decade of research into what works in stock markets
Millions of pounds of platform investment
Countless hours of research time saved
Access to hundreds of educational articles and ebooks
Over 30 talented professionals working flat out for you
A team of the very best bloggers acting as mentors
Saving you thousands in advisory fees every year
Stockopedia is the perfect solution for the time-poor individual investor looking for results
Starting at just £295 per year

After your free trial, plans start at just £295 per year. With a one month money back guarantee, there's no risk.

© Stockopedia 2024, Refinitiv, Share Data Services.

*Past performance is no indicator of future performance. Performance returns are based on hypothetical scenarios and do not represent an actual investment.

This site cannot substitute for professional investment advice or independent factual verification. To use Stockopedia, you must accept our Terms of Use, Privacy and Disclaimer & FSG. All services are provided by Stockopedia Ltd, United Kingdom (company number 06367267). For Australian users: Stockopedia Ltd, ABN 39 757 874 670 is a Corporate Authorised Representative of Daylight Financial Group Pty Ltd ABN 77 633 984 773, AFSL 521404.