01 — The Market

A £3.7 trillion market in transition

UK public markets connect companies that need capital with investors willing to provide it. The market has contracted — but after years of decline, new listings are returning and the pipeline is building. The companies that list now need better infrastructure than ever.

The scale of the market

The London Stock Exchange hosts around 1,660 companies[1] across its Main Market (~1,100) and AIM (~560), with a combined market capitalisation of £3.7 trillion.[7] That represents 83.8% of UK GDP — up from 70.5% the prior year.

Beyond the LSE, the AQSE Growth Market hosts 100+ smaller companies, but the LSE remains the centre of gravity for UK public equity.

Market segments

Main Market

The primary market for established companies. Listing here requires meeting stringent requirements including a three-year trading record, minimum market capitalisation, and compliance with UK Corporate Governance Code principles.

Includes the FTSE 100, FTSE 250, and FTSE Small Cap indices. Approximately 1,100 companies.

AIM (Alternative Investment Market)

A growth market with lighter regulation, designed for smaller and earlier-stage companies. Companies must appoint a Nominated Adviser (Nomad) who acts as gatekeeper and ongoing adviser.

679 companies as of February 2025[9] — down from 1,694 at its 2007 peak. It costs approximately £600k to list and £500k per year to maintain a listing.[12]

Investment vehicles

Beyond individual equities, UK markets include investment trusts (closed-ended funds), venture capital trusts (VCTs) offering tax incentives for investing in smaller companies, real estate investment trusts (REITs), and exchange-traded funds (ETFs).

A market in transition

The UK market has contracted significantly over the past decade — but the decline is slowing and new listings are returning. The companies that remain face less competition for investor attention, and those arriving can stand out more easily.

-32%
Fewer listed companies since 2015[8]
2,429 companies (Jan 2015) → 1,660 (Feb 2025)
-60%
AIM decline from peak[9]
1,694 (2007 peak) → 679 (Feb 2025). 71 delistings in 12 months

New listings: signs of recovery

126
2021
45
2022
23
2023
18
2024
23
2025

After falling 86% from 2021 to 2024, London IPOs rebounded in 2025 — 23 listings raising £2.1 billion, a 170% increase in proceeds and the strongest year since 2021.[10] The pipeline into 2026 is building, with large-cap listings expected across financial services, consumer, and technology.

But the market these companies are listing into has changed. Over 150 companies left the LSE since early 2024[11] — the companies that remain, and the ones arriving, need to compete harder for investor attention from day one.

Who owns UK shares

The ownership structure of UK equities has transformed over 60 years. In 1963, individual investors held 54% of UK shares. Today they hold just 11.6% — though at a record value of £295 billion.[13]

Rest of world
58.8%
UK individuals
11.6%
Unit trusts / funds
8.6%
Banks
3.6%
Insurance companies
3.5%
Pension funds
3.2%

54% → 10.2% → 11.6%. UK individual share ownership fell from 54% in 1963 to a low of 10.2% in 2008, recovering slightly to 11.6% by 2024. Had ownership stayed at 1963 levels, the British public would be approximately £1 trillion wealthier.[14]

How price discovery works

Public markets are fundamentally information-driven systems. Share prices reflect the collective assessment of all available information by all market participants.

When a company announces results, the market processes this information almost instantly. Algorithmic traders parse headlines within milliseconds. Analysts update their models. Retail investors read summaries and commentary. All of this activity feeds into the price.

The quality of this price discovery depends on the quality of information flow. When information is delayed, incomplete, or hard to access, prices become less efficient — creating opportunities for those with better access, and disadvantages for everyone else.

Who participates

Institutional investors

  • Pension funds managing retirement savings
  • Insurance companies investing premiums
  • Hedge funds and asset managers
  • Sovereign wealth funds

Retail investors

  • 13.4 million accounts across DIY platforms[15]
  • Self-directed ISA and SIPP investors
  • Commission-free trading app users
  • Employee shareholders

Retail investors now account for 20–35% of daily trading volume[6] in the UK — a significant increase over the past decade, driven by commission-free trading apps and broader access to market information. The FCA estimates 35% of UK adults hold investments, with 19% holding shares in listed companies specifically.[17]

Why this matters

A smaller market with recovering IPO activity and a growing retail investor base creates a specific opportunity: the companies that communicate well will capture a disproportionate share of attention. Well-functioning public markets are essential infrastructure for a modern economy. They enable:

  • Capital formation — companies can raise funds to invest and grow
  • Liquidity — investors can buy and sell without long lock-ups
  • Price transparency — everyone can see what assets are worth
  • Democratised ownership — ordinary people can participate in economic growth

The quality of information flow underpins all of these functions. When companies can't reach investors, and investors can't find information, capital doesn't go where it can be used most productively.

Sources & References

  1. [1]Companies listed on London Stock Exchange Main Market and AIM, February 2025. Statista, "Number of companies on London Stock Exchange 2025"
  2. [6]Retail share of daily equity trading volume in UK, US, and South Korea. World Economic Forum, 2024 Global Retail Investor Outlook
  3. [7]Total market capitalisation of London Stock Exchange, Q3 2024. LSE Group Market Statistics
  4. [8]LSE company count decline: 2,429 (January 2015) to 1,660 (February 2025). Statista, citing LSE data, February 2025
  5. [9]AIM company count: 1,694 at 2007 peak to 679 (February 2025), 71 delistings in 12 months. UHY Hacker Young, AIM Market Analysis, February 2025
  6. [10]UK IPO activity: 126 (2021) to 18 (2024), recovering to 23 listings raising £2.1bn in 2025 — strongest year since 2021. EY, IPO Eye Q4 2025; PwC, IPO Watch EMEA 2025
  7. [11]150+ companies left LSE since early 2024 (delistings and moves overseas). Financial Times, The Times, CityAM — collated reports
  8. [12]Cost to list on AIM: ~£600k initial, ~£500k/yr maintenance. British Business Bank, Small Business Finance Markets Report
  9. [13]UK share ownership: 54% individual (1963) to 10.2% (2008) to 11.6% (2024). Rest of world: 58.8%. ONS, "Ownership of UK Quoted Shares: 2024", January 2026
  10. [14]Had UK individual ownership stayed at 1963 levels, the British public would be ~£1tn wealthier. ShareSoc, UK Stock Market Statistics, citing ONS data
  11. [15]UK DIY investor market: £572bn AUA, 13.4m accounts, up 20% YoY, 2m new accounts in 2025. Boring Money, DIY Investor Market Report, end of 2025
  12. [17]35% of UK adults hold investments; 19% hold shares in listed companies; men 54% more likely. FCA, Financial Lives 2024 Survey, May 2025