Inactive Instrument

Company Hargreaves Lansdown plc Other OTC

Equities

HRGLY

US4125441083

Investment Management & Fund Operators

Business Summary

Hargreaves Lansdown PLC is a United Kingdom-based direct-to-consumer (D2C) digital wealth management service. The Company provides a range of services, including Stocks and Shares individual savings account (ISA), Self-invested Personal Pension (SIPP), Fund dealing, Transfer shares to an ISA/SIPP, Pension drawdown, Cash savings, Lifetime ISA and Junior ISA. The Company operates through a direct wealth management service administering investments in ISA, SIPP and Fund & Share accounts, and providing cash management services for individuals and corporates segment. SIPP is a type of account that allows to take charge of retirement savings. It offers investment advice, which includes retirement advice services, financial planning, pension and investment consolidation, tax advice services and others. It also offers Junior accounts, including Junior Stocks and Shares ISA and Junior SIPP. A Junior Stocks and Shares ISA is a tax-efficient investment account for children under 18.

Sales per Business

GBP in Million2022Weight2023Weight Delta
Direct Wealth Management Service Administering Investments
100.0 %
583 100.0 % 735 100.0 % +26.09%

Sales per region

GBP in Million2022Weight2023Weight Delta
United Kingdom
100.0 %
583 100.0 % 735 100.0 % +26.09%

Managers

Managers TitleAgeSince
Chief Executive Officer - 31/05/19
Director of Finance/CFO 55 20/02/22
Chief Operating Officer - 30/06/21
Chief Tech/Sci/R&D Officer - 31/08/21
Compliance Officer 50 28/02/14
Chief Investment Officer - 30/05/23
Investor Relations Contact - -
Corporate Officer/Principal - 30/09/22
Corporate Officer/Principal - -
Corporate Officer/Principal - -

Members of the board

Members of the board TitleAgeSince
Director/Board Member 65 31/12/19
Director/Board Member 61 31/08/20
Director/Board Member - 31/07/23
Director/Board Member 70 01/11/20
Director/Board Member 58 31/08/22
Director of Finance/CFO 55 20/02/22
Chairman - 02-05
Director/Board Member 59 31/08/20
Chief Executive Officer - 31/05/19

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 474,761,321 352,163,940 ( 74.18 %) 442,696 ( 0.0932 %) 74.18 %

Shareholders

NameEquities%Valuation
93,838,474 19.78 % 956 M $
Lindsell Train Ltd.
11.99 %
56,874,459 11.99 % 580 M $
27,087,419 5.711 % 276 M $
Baillie Gifford & Co.
4.958 %
23,517,973 4.958 % 240 M $
The Vanguard Group, Inc.
3.126 %
14,827,238 3.126 % 151 M $
BlackRock Investment Management (UK) Ltd.
3.094 %
14,677,495 3.094 % 150 M $
Liontrust Investment Partners LLP
2.611 %
12,385,345 2.611 % 126 M $
Metropolis Capital Ltd.
2.290 %
10,861,123 2.290 % 111 M $
BlackRock Fund Advisors
1.650 %
7,827,000 1.650 % 80 M $
UBS Asset Management (UK) Ltd.
1.515 %
7,184,417 1.515 % 73 M $

Holdings

NameEquities%Valuation
104,178,059 13.94% 24,080,758 $
290,000 0.11% 443,010 $

Company contact information

Hargreaves Lansdown Plc

One College Square South Anchor Road

BS1 5HL, Bristol

+44 1179 009 000

http://www.h-l.co.uk
address Hargreaves Lansdown plc(HRGLY)

Group companies

NameCategory and Sector
Financial Conglomerates
HL Select UK Growth Shares
Investment Trusts/Mutual Funds
Investment Managers
Investment Managers
Financial Conglomerates
Financial Conglomerates
Investment Managers
Financial Conglomerates
Investment Banks/Brokers
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