Shareholder Analysis
Largest ordinary shareholders as at 31 March 2024
In accordance with the terms provided for in Section 793 of the UK Companies Act 2006 and Section 56 of the South AfricanCompanies Act 2008, the Group has conducted investigations into the registered holders of its ordinary shares (including nominee and asset management companies) and the results are as disclosed below.
Investec plc
Shareholder analysis by manager group | Number of shares | % holding |
1. Public Investment Corporation (ZA) | 94,476,972 | 13.6% |
2. Investec Staff Share Scheme (UK & ZA) | 58,724,358 | 8.4% |
3. M&G Investments (UK & ZA) | 46,852,885 | 6.7% |
4. BlackRock Inc (UK & USA) | 44,963,750 | 6.5% |
5. Ninety One (UK & ZA) | 33,702,289 | 4.8% |
6. Vanguard Group Holdings (UK & USA) | 30,952,347 | 4.4% |
7. BrightSphere Investment Group (US & UK) | 22,328,918 | 3.2% |
8. Allan Gray (ZA) | 14,287,549 | 2.1% |
9. Legal & General Group (UK) | 12,261,314 | 1.8% |
10. T. Rowe Price Group (UK) | 11,726,938 | 1.7% |
Cumulative total | 370,277,320 | 53.2% |
The top 10 shareholders account for 53.2% of the total shareholding in Investec plc. Some major fund managers hold additional shares below this, which may cause the above figures to be marginally understated.
Investec Limited
Shareholder analysis by manager group | Number of shares | % holding |
1. Public Investment Corporation (ZA) | 45,858,653 | 15.5% |
2. IGL Share Scheme (UK & ZA) | 24,055,976 | 8.1% |
3. Investec Staff Share Scheme (UK & ZA) | 22,465,955 | 7.6% |
4. Allan Gray (ZA) | 20,823,668 | 7.0% |
5. Sanlam Group (ZA) | 13,479,346 | 4.6% |
6. Truffle Asset Management (ZA) | 11,677,087 | 4.0% |
7. Old Mutual Investment Group (ZA) | 10,976,597 | 3.7% |
8. Vanguard Group Holdings (UK & USA) | 10,509,105 | 3.6% |
9. M&G Investments (UK & ZA) | 7,848,178 | 2.7% |
10. BrightSphere Investment Group (UK & UKSA) | 6,556,866 | 2.2% |
Cumulative total | 174,251,431 | 59% |
The top 10 shareholders account for 59.0% of the total shareholding in Investec Limited. Some major fund managers hold additional shares below this, which may cause the above figures to be marginally understated.