J D Wetherspoon PLC (JDW)

Currency in GBP
851.57
-2.43(-0.28%)
Closed·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
37.70M36.68%320.46M
Other Institutional Investors
40.24M39.14%342.00M
Public Companies & Retail Investors
24.85M24.18%211.22M
Total
102.79M100.00%873.68M

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
JD Wetherspoon plc, ESOP12.76%13,111,139111,445
Ninety One UK Limited7.30%7,500,40863,753
azValor Asset Management SGIIC, S.A.U.7.27%7,473,17963,522
Jupiter Fund Management Plc5.46%5,612,27747,704
Hargreaves Lansdown Asset Management Ltd.5.06%5,200,25944,202
Phoenix Asset Management Partners Ltd.4.69%4,817,62040,950
Channon Holdings Limited4.69%4,817,62040,950
Aberdeen Group Plc3.37%3,466,56429,466
Aberforth Partners LLP3.19%3,280,78027,887
BlackRock, Inc.1.87%1,924,47716,358

Top Mutual Fund Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Jupiter Unit Trust Managers Limited - Jupiter Uk Income Fund4.65%4,783,23740,658
Azvalor Internacional, FI4.18%4,293,61036,496
Aberforth Smaller Companies Trust Plc2.80%2,882,49924,501
American Century ETF Trust - Avantis International Small Cap Value ETF1.73%1,778,26415,115
Ninety One Funds Series i - UK Special Situations Fund1.50%1,540,88813,098
Maitland Institutional Services Limited - MI Select Managers UK Equity Income Fund1.18%1,214,63310,324
Artemis UK Smaller Companies Fund1.11%1,140,2369,692
Vanguard STAR Funds - Vanguard Total International Stock ETF1.03%1,054,7548,965
Moray Place Investment Company0.97%1,000,0008,500
Quilter Investors - Equity 2 Fund0.96%987,6518,395
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