Max Financial Services Ltd. Shareholding Pattern for Dec 2023 - Promoter, FII, DII, Mutual Fund holding

Max Financial Services Ltd. shareholding pattern - Promoter holding and pledges, FII, DII, Mutual Fund holding change for the Dec 2023 quarter.

Quarter Ending

Summary	Mar 2025	Dec 2024	Sep 2024	Jun 2024	Mar 2024	Dec 2023	Sep 2023	Jun 2023	Mar 2023	Dec 2022	Sep 2022	Jun 2022
Promoter	1.7%	3.3%	3.3%	6.5%	6.5%	6.5%	6.5%	10.2%	10.2%	11.5%	14.7%	14.7%
Holding	1.7%	3.3%	3.3%	6.5%	6.5%	6.5%	6.5%	10.2%	10.2%	11.5%	14.7%	14.7%
Pledged	28.67%	0.0%	0.10%	72.64%	69.15%	59.57%	58.68%	93.31%	85.05%	92.96%	94.01%	88.89%
Locked	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
FII	44.8%	47.5%	46.2%	46.6%	47.7%	50.9%	51.5%	48.5%	47.7%	44.8%	45.8%	23.8%
DII	47.3%	42.7%	44.0%	40.7%	39.9%	36.9%	35.1%	34.3%	34.1%	36%	31.7%	53.3%
Mutual Funds	39.88%	34.95%	36.50%	34.69%	34.59%	31.93%	30.27%	30.19%	29.78%	32.26%	28.05%	28.00%
Banks	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
Insurance	5.84%	6.23%	6.19%	5.42%	4.82%	4.13%	3.79%	3.09%	3.01%	2.63%	2.54%	2.30%
Others	1.57%	1.51%	1.30%	0.63%	0.51%	0.83%	1.03%	1.06%	1.27%	1.11%	1.12%	22.97%
Public	6.2%	6.5%	6.4%	6.1%	5.8%	5.7%	6.9%	7.1%	8.1%	7.7%	7.8%	8.2%
Others	0.0%	0%	0.0%	0%	0.0%	0.0%	0%	0%	0%	0.0%	0%	0.0%

Holding Dec 2023		Holding Sep 2023		Holding Dec 2022		Pledged		History
%	shares	%	shares	%	shares	%	shares	History
6.52	22,516,256	6.52	22,516,256	11.45	39,516,253	59.57	13,413,412

Name	Holding Dec 2023		No of holders	Indian/Foreign	Pledged		History
Name	%	shares	No of holders	Indian/Foreign	%	shares	History
Individuals / Hindu Undivided Family	0.12	420,333	4	Indian	0.00	0
Analjit singh	0.03	110,000	-	Indian	0.00	0
Neelu analjit singh	0.03	100,000	-	Indian	0.00	0
Piya singh	0.03	110,333	-	Indian	0.00	0
Tara singh vachani	0.03	100,000	-	Indian	0.00	0
Any Other (specify)	6.40	22,095,923	1	Indian	60.71	13,413,412
Max ventures investment holdings private limited	6.40	22,095,923	-	Indian	60.71	13,413,412

Holding Dec 2023		Holding Sep 2023		Holding Dec 2022		History
%	shares	%	shares	%	shares	History
87.78	302,938,419	86.63	298,988,947	80.80	278,885,208

Name	Holding Dec 2023		No of holders	History
Name	%	shares	No of holders	History
Mutual Funds	31.93	110,184,099	31
Hdfc mutual fund - hdfc nifty midcap 150 index fund	6.06	20,902,379	-
Nippon life india trustee ltd-a/c nippon india etf nifty midcap 150	5.19	17,910,198	-
Mirae asset arbitrage fund	4.54	15,666,769	-
Kotak mahindra trustee co ltd a/c kotak healthcare fund	3.11	10,725,003	-
Icici prudential nifty financial services ex-bank etf	2.91	10,054,225	-
Canara robeco mutual fund a/c canara robeco mid cap fund	1.67	5,778,955	-
Dsp arbitrage fund	1.35	4,647,120	-
Aditya birla sun life trustee private limited a/c aditya birla sun life multi-cap fund	1.08	3,729,018	-
Foreign Portfolio Investors Category I	28.70 *	99,031,975	221
New york life insurance company	2.59	8,929,463	-
Wf asian smaller companies fund limited	2.46	8,497,537	-
Kotak funds - india midcap fund	2.20	7,586,920	-
Government of singapore	2.07	7,137,773	-
Smallcap world fund, inc	2.02	6,965,880	-
Baron emerging markets fund	1.31	4,529,597	-
New world fund inc	1.26	4,346,000	-
Government pension fund global	1.21	4,172,082	-
Foreign Portfolio Investors Category II	0.33 *	1,135,628	8
Banks	0.01	22,825	3
Other Financial Institutions	0.00	1,500	2
Insurance Companies	4.13	14,253,493	13
Hdfc life insurance companylimited -shareholders solvency margin account	2.11	7,267,920	-
Foreign Direct Investment	21.86	75,458,088	1
Mitsui sumitomo insurance company limited	21.86	75,458,088	-

Holding Dec 2023		Holding Sep 2023		Holding Dec 2022		History
%	shares	%	shares	%	shares	History
5.69	19,660,096	6.85	23,609,568	7.74	26,713,310

Name	Holding Dec 2023		No of holders	History
Name	%	shares	No of holders	History
Individual share capital in excess of Rs. 2 Lacs	0.40	1,396,486	5
Individual share capital upto Rs. 2 Lacs	3.81	13,146,773	56,936
Any Others (Specify)	0.45	1,543,389	39
Trusts	0.43	1,497,331	-
Clearing members	0.01	46,058	-
Bodies Corporate	0.53	1,842,316	804
Non Resident Indians (NRIs)	0.25	868,680	1,594
Investor Education and Protection Fund (IEPF)	0.25	855,561	1
Foreign Companies	0.00	1,200	1