Shareholding Pattern: Shareholding Pattern Kotak Mahindra Bank FY(Q1-Jun 2024-2025)

Shareholder Name	Previous Quater Quantity(In Crores)	Current Quater Quantity(In Crores)	Previous Quater Shares(in %)	Current Quater Shares(in %)	Quater to Quater Difference
Promoters	51.49	51.47	25.9	25.89	-0.01 %
Public	147.30	147.32	13.08	13.22	+0.14 %
DII	46.58	55.12	23.43	27.73	+4.3 %
FII	74.73	65.92	37.59	33.16	-4.43 %
Government	0	0	0	0	0

Promoters’ shareholding decreased from 25.9% in March 2024 to 25.89% in June 2024. This reduction indicates that the promoters’ control over Company has weakened during this period.The percentage of shares held by the public increased from 13.08% in March 2024 to 13.22% in June 2024.This change suggests that the public’s investment in the company grew during the quarter.DIIs (Domestic Institutional Investors) shareholding increased from 23.43% in March 2024 to 27.73% in June 2024 , indicating that domestic institutions increased their stake in the company by 4.3% . FIIs (Foreign Institutional Investors) shareholding decreased from 37.59% in March 2024 to 33.16% in June 2024 ,indicating that foreign institutions reduced their investments by 1.5% in the company during the quarter. This suggests a pullback in their investment .

Let’s look into the statistics of the investors, which could have contributed to the fluctuations in the shareholding pattern.

Shareholder Name	Previous Quarter Quantity (In crores)	Current Quarter Quantity (In crores)	Previous Quarter Shares (in %)	Current Quarter Shares (in %)	Quarter-to-Quarter Difference (%)
Janak Dinkarrai Desai	0.024	0.010	0.01	0	-0.01 %
Kotak Trustee Company Private Limited	0.019	0.004	0.01	0	-0.01 %
Kotak Trustee Company Private Limited	0.004	0.019	0	0.01	+ 0.01 %
Kotak Trustee Company Private Limited	0.000	0.019	0	0.01	+ 0.01 %
Kotak Trustee Company Private Limited	0.019	0.000	0.01	0	-0.01 %

Janak Dinkarrai Desai faced a downturn in stakeholding this quarter, witnessing a decline of -0.01 % in stakeholding compared to the previous quarter.Kotak Trustee Company Private Limited faced a downturn in stakeholding this quarter, witnessing a decline of -0.01 % in stakeholding compared to the previous quarter.Kotak Trustee Company Private Limited has showcased a remarkable improvement in stakeholding for this quarter, registering a significant increase of 0.01 %.Kotak Trustee Company Private Limited has showcased a remarkable improvement in stakeholding for this quarter, registering a significant increase of 0.01 %.Kotak Trustee Company Private Limited faced a downturn in stakeholding this quarter, witnessing a decline of -0.01 % in stakeholding compared to the previous quarter.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Directors and their relatives (excluding independent directors and nominee directors)	0.434	0.344	0.22	0.17	-0.05 %
Key Managerial Personnel	0.123	0.013	0.06	0.01	-0.05 %
Investor Education and Protection Fund	0.350	0.346	0.18	0.17	-0.01 %
Resident Individuals holding nominal share capital up to Rs. 2 lakhs	9.164	9.478	4.61	4.77	+ 0.16 %
Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs	8.262	8.405	4.16	4.23	+ 0.07 %
Non Resident Indians (NRIs)	1.035	1.073	0.52	0.54	+ 0.02 %
Foreign Companies	2.597	2.472	1.31	1.24	-0.07 %
CALADIUM INVESTMENT PTE LTD	2.597	2.472	1.31	1.24	-0.07 %
Bodies Corporate	3.720	3.844	1.87	1.93	+ 0.06 %
Any Other (specify)	0.303	0.310	0.15	0.16	+ 0.01 %
HUF	0.242	0.255	0.12	0.13	+ 0.01 %
Clearing Members	0.015	0.009	0.01	0	-0.01 %

Observations show a significant difference of -0.05 % in Directors and their relatives (excluding independent directors and nominee directors)’s financial performance between quarters.Observations show a significant difference of -0.05 % in Key Managerial Personnel’s financial performance between quarters.Observations show a significant difference of -0.01 % in Investor Education and Protection Fund ‘s financial performance between quarters.Leading the way to higher stakeholding, Resident Individuals holding nominal share capital up to Rs. 2 lakhs has significantly boosted stakeholding by an impressive 0.16 %.Leading the way to higher stakeholding, Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs has significantly boosted stakeholding by an impressive 0.07 %.Leading the way to higher stakeholding, Non Resident Indians (NRIs) has significantly boosted stakeholding by an impressive 0.02 %.Observations show a significant difference of -0.07 % in Foreign Companies’s financial performance between quarters.Observations show a significant difference of -0.07 % in CALADIUM INVESTMENT PTE LTD’s financial performance between quarters.Leading the way to higher stakeholding, Bodies Corporate has significantly boosted stakeholding by an impressive 0.06 %.Leading the way to higher stakeholding, Any Other (specify) has significantly boosted stakeholding by an impressive 0.01 %.Leading the way to higher stakeholding, HUF has significantly boosted stakeholding by an impressive 0.01 %.Observations show a significant difference of -0.01 % in Clearing Members’s financial performance between quarters.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Mutual Funds/	25.478	32.835	12.82	16.52	+ 3.7 %
SBI MUTUAL FUND	7.356	10.596	3.7	5.33	+ 1.63 %
UTI MUTUAL FUND	2.900	3.179	1.46	1.6	+ 0.14 %
HDFC MUTUAL FUND	2.766	4.593	1.39	2.31	+ 0.92 %
ICICI PRUDENTIAL MUTUAL FUND	2.813	3.052	1.41	1.54	+ 0.13 %
Alternate Investment Funds	0.338	0.484	0.17	0.24	+ 0.07 %
Banks	0.258	0.175	0.13	0.09	-0.04 %
Insurance Companies	17.275	18.828	8.69	9.47	+ 0.78 %
Life Insurance Corporation of India	12.835	13.888	6.46	6.99	+ 0.53 %
Provident Funds/ Pension Funds	2.951	2.500	1.48	1.26	-0.22 %
National Pension System Trust	2.951	2.500	1.48	1.26	-0.22 %
NBFCs registered with RBI	0.065	0.074	0.03	0.04	+ 0.01 %
QUALIFIED INSTITUTIONAL BUYER	0	0.219	0	0.11	+0.11%
Qualified Institutional Buyers	0.219	0	0.11	0	-0.11%

The latest quarter saw a considerable enhancement in stakeholding for Mutual Funds/, reflecting an uptick of 3.7 % in their shares.The latest quarter saw a considerable enhancement in stakeholding for SBI MUTUAL FUND, reflecting an uptick of 1.63 % in their shares.The latest quarter saw a considerable enhancement in stakeholding for UTI MUTUAL FUND, reflecting an uptick of 0.14 % in their shares.The latest quarter saw a considerable enhancement in stakeholding for HDFC MUTUAL FUND, reflecting an uptick of 0.92 % in their shares.The latest quarter saw a considerable enhancement in stakeholding for ICICI PRUDENTIAL MUTUAL FUND, reflecting an uptick of 0.13 % in their shares.The latest quarter saw a considerable enhancement in stakeholding for Alternate Investment Funds, reflecting an uptick of 0.07 % in their shares.Banks decreased their stake from 0.09% in the previous quarter to 0.13% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.04 %.The latest quarter saw a considerable enhancement in stakeholding for Insurance Companies, reflecting an uptick of 0.78 % in their shares.The latest quarter saw a considerable enhancement in stakeholding for Life Insurance Corporation of India, reflecting an uptick of 0.53 % in their shares.Provident Funds/ Pension Funds decreased their stake from 1.26% in the previous quarter to 1.48% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.22 %.National Pension System Trust decreased their stake from 1.26% in the previous quarter to 1.48% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.22 %.The latest quarter saw a considerable enhancement in stakeholding for NBFCs registered with RBI, reflecting an uptick of 0.01 % in their shares.QUALIFIED INSTITUTIONAL BUYER had no shares in the previous quarter but now holds 0.11% of shares in the current quarter.Qualified Institutional Buyers had 0.11% of shares in the previous quarter but exited in the current quarter.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Foreign Portfolio Investors Category I	68.684	60.329	34.55	30.35	-4.2 %
CANADA PENSION PLAN INVESTMENT BOARD	5.331	3.273	2.68	1.65	-1.03 %
INVESCO DEVELOPING MARKETS FUND	5.605	4.709	2.82	2.37	-0.45 %
EUROPACIFIC GROWTH FUND	5.754	2.169	2.89	1.09	-1.8 %
Foreign Portfolio Investors Category II	2.746	2.291	1.38	1.15	-0.23 %
NEW WORLD FUND INC	1.989	0	1	0	-1%
GOVERNMENT OF SINGAPORE	2.407	0	1.21	0	-1.21%

Stakeholding dwindled by -4.2 % for Foreign Portfolio Investors Category I in comparison to the preceding quarter.Stakeholding dwindled by -1.03 % for CANADA PENSION PLAN INVESTMENT BOARD in comparison to the preceding quarter.Stakeholding dwindled by -0.45 % for INVESCO DEVELOPING MARKETS FUND in comparison to the preceding quarter.Stakeholding dwindled by -1.8 % for EUROPACIFIC GROWTH FUND in comparison to the preceding quarter.Stakeholding dwindled by -0.23 % for Foreign Portfolio Investors Category II in comparison to the preceding quarter.NEW WORLD FUND INC had 1% of shares in the previous quarter but exited in the current quarter.GOVERNMENT OF SINGAPORE had 1.21% of shares in the previous quarter but exited in the current quarter.