Macquarie Group takes substantial stake in Perpetual Limited

Macquarie Group Limited (MQG) and its various controlled bodies corporate, including Macquarie Bank Limited (MBL), Macquarie Investment Management Australia Limited (MIMAL), and Macquarie Investment Management Global Limited (MIMGL), collectively now hold a 5.11% voting power in Perpetual Limited. This substantial holding translates to 5,860,591 votes, representing an initial declaration of their significant influence.

The relevant interests are spread across several entities. MBL holds a direct interest in 3,631,381 FPO shares and 95,460 options, with additional power over 464,378 FPO shares from stock borrowing. MIMAL and MIMGL also contribute to the total, with 259,771 FPO and 1,152,305 FPO shares respectively, primarily through their roles as trustees and investment managers. Macquarie Investment Management Limited and Macquarie Investment Services Limited also hold stakes, bringing their combined total to 257,296 FPO shares.

Recent transactions show MBL engaging in various stock purchases and sales, with prices ranging from AUD 20.20 to AUD 21.94 per FPO share. The largest single transaction was a collateral receipt of 167,095 FPO shares by MBL on September 4, 2025. Option-related activities by MBL on August 29, 2025, also contributed to the overall stake.