Gambling

Known shareholders in Aristocrat


January 14, 2023

This list looks at the known institutional shareholdings in Aristocrat Leisure.

Going into the 2023 AGM, the 3 substantial shareholders were disclosed as follows in the 2022 annual report:

Australian Super: 6.06%
State Street: 6%
Blackrock: 5.09%

Argo Investments: 3.87m shares - see page 73 of annual report.

Hesta: the giant health industry fund disclosed in this spreadsheet of its ASX listed equity holdings that it owned 6.42m Aristocrat shares worth $220 million as at June 3, 2022.

CBUS: the construction industry fund disclosed in this spreadsheet that it owns 7.41 million shares worth $255 million as at June 30, 2022.

The AFIC stable negatively screen gambling stocks so they hold no Aristocrat Leisure shares.

Soul Pattinson only disclose the precise holdings in about 10 stocks where they are not above 5% and Aristocrat is not in it. Poor form for a $10 billion investment company. Milton used to have much greater disclosure before it was taken over Soul Patts in a $4 billion scrip deal last. It's final annual report in 2021 revealed all 78 investments in ASX listed companies starting on page 47 and there were no holdings in any of the gambling stock such as Crown, Star, Tabcorp or Aristocrat. They only reason we know that Soul Patts now owns Aristocrat is because of slide 20 in last year's full year results presentation. But there's no specific number.