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Hargreaves Lansdown PLC — Investor Relations & Filings

Ticker · HL ISIN · GB00B1VZ0M25 LEI · 2138008ZCE93ZDSESG90 IL Financial and insurance activities
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Filings indexed 538 across all filing types
Latest filing 2025-01-28 Major Shareholding Noti…
Country GB United Kingdom
Listing IL HL

About Hargreaves Lansdown PLC

https://www.hl.co.uk/

Hargreaves Lansdown PLC is a financial services company that operates a direct-to-investor platform for private individuals. The platform provides a comprehensive suite of services for savings and investments, enabling clients to manage their own portfolios. Offerings include Individual Savings Accounts (ISAs), pensions, funds, shares, and ready-made investment solutions. The company supports its clients with in-house research, market analysis, and financial planning services. Users can access and manage their accounts through a digital platform and a mobile application. The firm aims to simplify the investment process for retail investors, helping them manage their financial future.

Recent filings

Filing Released Lang Actions
Form 8.3 - Hargreaves Lansdown plc
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled "FORM 8.3 - PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE" and references "Rule 8.3 of the Takeover Code (the “Code”)". This form is used to disclose interests and dealings in the securities of an offeror or offeree during a takeover situation. This specific disclosure relates to Hargreaves Lansdown plc, which is the offeree. While it involves director/insider-like activity (dealing disclosure), the context is strictly related to a takeover/merger scenario, which is covered by the M&A Activity (TAR) definition, or potentially Director's Dealing (DIRS) if the discloser was a director, but the primary context is the Takeover Code disclosure. However, none of the provided codes perfectly match a 'Takeover Disclosure Form 8.3'. Let's re-evaluate the closest fit: 1. **TAR (M&A Activity):** This is the most relevant context, as Form 8.3 is mandatory during a takeover offer. 2. **DIRS (Director's Dealing):** This is incorrect as the discloser is Millennium International Management LP, an investment manager, not necessarily a director. 3. **MRQ (Major Shareholding Notification):** While it discloses a holding (1.009%), the specific format (Form 8.3) and reference to the Takeover Code make it distinct from a standard major shareholding notification. 4. **RNS (Regulatory Filings):** This is the fallback for miscellaneous regulatory filings. Form 8.3 is a specific regulatory filing related to takeovers. Given the options, the document is a mandatory disclosure related to a potential or ongoing takeover bid (Hargreaves Lansdown plc is the offeree). Therefore, **TAR (M&A Activity)** is the most appropriate classification, as Form 8.3 is intrinsically linked to the M&A process governed by the Takeover Code.
2025-01-28 English
Form 8.3 - Hargreaves Lansdown plc
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled "FORM 8.3 - Hargreaves Lansdown plc" and references "Rule 8.3 of the Takeover Code (the “Code”)". Form 8.3 is a mandatory disclosure required under the UK Takeover Code when a person holding interests in relevant securities representing 1% or more deals during an offer period. This form discloses opening positions and dealings related to a takeover situation. This specific disclosure relates to dealings in securities of Hargreaves Lansdown plc, which is the offeree. While it involves director/insider-like activity (dealing disclosure), its specific context under the Takeover Code makes it distinct from standard Director's Dealing (DIRS) or general Major Shareholding Notifications (MRQ). Since there is no specific code for Takeover Code Disclosures (like Form 8.3), and it relates to significant share ownership changes during a potential M&A event, it is most closely related to M&A Activity (TAR) or a specific regulatory filing. Given the options, it is a highly specific regulatory disclosure related to a potential takeover/merger scenario, making TAR the most contextually relevant category, although RNS (Regulatory Filings) is also a strong candidate if TAR is reserved strictly for the initial bid announcement. However, since it is a mandatory disclosure directly tied to the M&A process governed by the Takeover Code, TAR is the best fit among the provided choices that capture the M&A context, or RNS as a general regulatory filing. Given the nature of the disclosure (Rule 8.3), it is a specific regulatory filing concerning an ongoing M&A event. I will classify it as RNS as it is a general regulatory filing that doesn't fit the other specific M&A/Shareholding categories perfectly, although it is M&A adjacent. Re-evaluating: Form 8.3 is a specific disclosure required during a takeover/merger process. TAR (M&A Activity) covers merger proposals or takeover bids. This filing is a direct consequence of such an event. I will select TAR as it directly relates to the M&A context governed by the Code.
2025-01-27 English
Form 8.3 - Hargreaves Lansdown plc
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled "FORM 8.3 - PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE" and references "Rule 8.3 of the Takeover Code (the “Code”)". This form is used to disclose interests and dealings in securities during a takeover or merger situation involving an offeror or offeree. This specific disclosure relates to Hargreaves Lansdown plc, which is the offeree. Disclosures related to takeover bids or merger proposals fall under the M&A Activity category (TAR). While it involves director/insider-like activity (dealing disclosure), the context is strictly governed by the Takeover Code rules (Rule 8.3), making it a specific M&A/Takeover related filing rather than a general Director's Dealing (DIRS) report or a general Regulatory Filing (RNS).
2025-01-24 English
Form 8.3 - Hargreaves Lansdown plc
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled "FORM 8.3 - Hargreaves Lansdown plc" and references "Rule 8.3 of the Takeover Code (the “Code”)". This form is a Public Opening Position Disclosure/Dealing Disclosure by a person holding 1% or more interests in relevant securities during a takeover situation. This type of disclosure relates directly to insider/significant shareholder activity during a takeover/merger process. While it involves director/insider activity (like DIRS), the specific context of Rule 8.3 of the Takeover Code strongly points towards M&A Activity (TAR) or a specific regulatory filing related to a takeover. Since the definitions do not have a specific code for 'Takeover Disclosure Form 8.3', we must choose the closest fit. Director's Dealing (DIRS) covers personal share transactions by directors, but this is a disclosure related to a specific takeover event involving a significant shareholder's position. M&A Activity (TAR) covers merger proposals or takeover bids. Given the direct reference to the Takeover Code and the nature of the disclosure (position in securities related to an offeror/offeree), TAR is the most appropriate classification, as it is intrinsically linked to a takeover scenario. It is a specific regulatory filing, but TAR captures the context better than the general RNS.
2025-01-23 English
Form 8.3 - Hargreaves Lansdown plc
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled "FORM 8.3 - PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE" and references "Rule 8.3 of the Takeover Code (the “Code”)". This form is used to disclose interests and dealings in securities during a takeover offer. While it relates to corporate activity (a takeover bid for Hargreaves Lansdown plc), it is a specific regulatory filing concerning insider/major shareholder activity during a bid, which is not covered by the standard definitions like 10-K, ER, or IR. Since it is a specific regulatory disclosure related to a takeover, and there isn't a dedicated 'Takeover Disclosure' code, it falls best under the general regulatory filing category, RNS, or potentially DIRS if it were solely about director dealings, but Form 8.3 is broader. Given the options, RNS (Regulatory Filings) is the most appropriate fallback for a specific, non-standard regulatory disclosure form not explicitly listed, although it strongly relates to M&A activity (TAR). However, TAR is for the M&A proposal itself, not the subsequent disclosure of holdings by a third party during the offer period. Therefore, RNS is the best fit as a general regulatory filing.
2025-01-22 English
Form 8.3 - Hargreaves Lansdown plc
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled "FORM 8.3" and references "Rule 8.3 of the Takeover Code (the “Code”)". This form is a Public Opening Position Disclosure or Dealing Disclosure made by a person holding 1% or more interest in relevant securities during a takeover situation involving the offeree, Hargreaves Lansdown plc. This type of disclosure relates to insider trading or significant position changes during a takeover/merger event. While the definitions provided do not have a specific code for 'Takeover Code Disclosure', the closest related category dealing with corporate actions involving mergers or takeovers is 'M&A Activity' (TAR). However, Form 8.3 is a specific regulatory filing related to insider interests during a takeover, which is distinct from a general M&A announcement (TAR). Given the options, this is a highly specific regulatory disclosure concerning interests in securities during a potential takeover. Since there is no specific code for 'Takeover Disclosure' or 'Insider Dealing Disclosure' (which is distinct from Director's Dealing - DIRS, as this is a 1% holder disclosure under the Takeover Code), the most appropriate fallback category for a specific, non-standard regulatory filing is 'Regulatory Filings' (RNS). The content is a direct regulatory filing, not an announcement of a report (RPA).
2025-01-21 English

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