Share ownership Scottish Mortgage Investment Trust Plc

SMT

GB00BLDYK618

Investment Trusts

Market Closed - London S.E. Other stock markets 09:05:15 16/07/2026 pm IST			5-day change	1st Jan Change
1,409.50 ^GBX	-0.21%		-3.52%	+18.84%

16/07	Canaccord Genuity Initiates Scottish Mortgage Investment Trust at Hold	MT
13/07	FTSE 100 flat as oil price gains on US-Iran worry	AN

Share class: Scottish Mortgage Investment Trust Plc

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	1,48,64,90,629	1,04,60,93,423 ( 70.37 %)	40,66,14,074 ( 27.35 %)	70.37 %

Major shareholders: Scottish Mortgage Investment Trust Plc

Name	Stocks	%	Valuation
Rathbones Investment Management Ltd. 7.579 %	8,33,63,946	7.579 %	1 627 M p
Hargreaves Lansdown Fund Managers Ltd. 2.882 %	3,16,99,000	2.882 %	619 M p
J. M. Finn & Co. Ltd. 1.968 %	2,16,50,000	1.968 %	423 M p
BlackRock Investment Management (UK) Ltd. 1.896 %	2,08,59,480	1.896 %	407 M p
Baillie Gifford & Co. 1.806 %	1,98,63,533	1.806 %	388 M p
Forsyth Barr Custodians Ltd. 1.073 %	1,18,04,308	1.073 %	230 M p
Quilter Cheviot Ltd. 1.053 %	1,15,86,140	1.053 %	226 M p
Legal & General Investment Management Ltd. 0.8495 %	93,43,812	0.8495 %	182 M p
UBS Asset Management Switzerland AG 0.7222 %	79,43,198	0.7222 %	155 M p
Craigs Investment Partners Ltd. (Investment Management) 0.7012 %	77,12,715	0.7012 %	151 M p
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Breakdown by shareholder type

Institutional	30.53%
Others	2.83%
Governments	0.05%
Individuals	0.03%
Cavali SA ICLV	0.02%
Unknown	66.54%

Based on 1000 largest holdings

Geographical origin of shareholders

United Kingdom	25.36%
New Zealand	2.55%
United States	2.08%
Switzerland	2.01%
South Africa	0.24%
Luxembourg	0.19%
Singapore	0.16%
Netherlands	0.16%
Germany	0.11%
Belgium	0.09%
Canada	0.09%
Australia	0.08%
France	0.06%
Hong Kong	0.05%
Czech Republic	0.05%
China	0.04%
Italy	0.03%
Individuals	0.03%
Liechtenstein	0.03%
Peru	0.02%
Cyprus	0.01%

Based on 1000 largest holdings

Scottish Mortgage Investment Trust Plc is an investment company that specializes in acquiring shares in listed and non-listed companies. At the end of March 2025, the portfolio amounted, in market value to GBP 13.7 billion, broken down by sector of activity as follows: - consumer discretionary (33.5%) ; - technology (30%); - industrial (16.9%); - healthcare (7.9%); - finance (5.9%); - energy (2.4%); - consumer staples (1.9%); - basic materials (1.2%); - other (0.3%). The portfolio in value is distributed geographically as follows: the United Kingdom (3%), Europe (14.3%), North America (54.5%), Asia (21%), South America (6.5%), Africa and Middle East (0.7%).

Employees

Sector

Investment Trusts

More about the company