J D Wetherspoon PLC (JDW)

Currency in GBP
1,032.00
+7.00(+0.68%)
Closed·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
36.65M35.66%373.86M
Other Institutional Investors
31.59M30.74%322.23M
Public Companies & Retail Investors
34.54M33.61%352.33M
Total
102.79M100.00%1.05B

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
JD Wetherspoon plc, ESOP13.01%13,373,931136,414
azValor Asset Management SGIIC, S.A.U.7.58%7,791,63779,475
Ninety One UK Limited7.09%7,288,83574,346
Jupiter Fund Management Plc5.46%5,612,27757,245
Hargreaves Lansdown Asset Management Ltd.4.92%5,062,01651,633
Phoenix Asset Management Partners Ltd.4.69%4,817,62049,140
Aberforth Partners LLP3.19%3,274,78033,403
BlackRock, Inc.1.69%1,732,06617,667
HBOS Investment Fund Managers Limited1.49%1,532,04915,627
Vanguard Capital Management, LLC1.19%1,220,47512,449

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%4,783,23748,789
Azvalor Internacional, FI4.18%4,293,61043,795
Aberforth Smaller Companies Trust Plc2.80%2,882,49929,401
American Century ETF Trust - Avantis International Small Cap Value ETF1.82%1,872,20019,096
Ninety One Funds Series i - UK Special Situations Fund1.50%1,540,88815,717
Maitland Institutional Services Limited - MI Select Managers UK Equity Income Fund1.18%1,214,63312,389
Artemis UK Smaller Companies Fund1.11%1,140,23611,630
Vanguard STAR Funds - Vanguard Total International Stock ETF1.03%1,054,75410,758
Moray Place Investment Company0.97%1,000,00010,200
Omnis Portfolio Investments Icvc - Omnis Income & Growth Fund0.92%948,2369,672
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