Australian Foundation Investment Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

ASX:AFI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
07 Aug 24	BuyAU$20,007	Robert Freeman	Individual	2,700	AU$7.41
07 Aug 24	BuyAU$59,280	Katie Hudson	Individual	8,000	AU$7.41
15 Apr 24	BuyAU$30,028	Julie Fahey	Individual	4,119	AU$7.29
11 Mar 24	BuyAU$1,003,165	Graeme Liebelt	Individual	135,921	AU$7.39
29 Jan 24	BuyAU$54,188	Richard Murray	Individual	7,250	AU$7.48
29 Jan 24	SellAU$1,867	Richard Murray	Individual	250	AU$7.47

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of AFI?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	3,192,605	0.255%
Public Companies	3,722,413	0.297%
Private Companies	22,341,084	1.78%
Institutions	31,644,418	2.52%
General Public	1,193,464,952	95.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 23 shareholders own 4.86% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
1.46%	Evanson Pty Ltd	18,327,276	AU$134.9m	382%	no data
1.29%	Netwealth Investments Ltd.	16,120,364	AU$118.6m	23.4%	0.83%
1.08%	IOOF Investment Management Limited	13,554,771	AU$99.8m	85.5%	3.0%
0.3%	Bougainville Copper Limited	3,722,413	AU$27.4m	-8.74%	no data
0.2%	Bushways Pty. Ltd.	2,570,592	AU$18.9m	0%	no data
0.13%	Malcolm Cavill	1,660,000	AU$12.2m	0%	no data
0.12%	Twibill Pty Ltd	1,443,216	AU$10.6m	0%	no data
0.068%	Australian Super Pty Ltd	848,030	AU$6.2m	0%	no data
0.065%	Mellon Investments Corporation	818,000	AU$6.0m	105%	no data
0.053%	Graeme Liebelt	663,629	AU$4.9m	0%	no data
0.02%	Carlton Investments Ltd.	245,167	AU$1.8m	0%	0.2%
0.016%	Andrew J. Porter	199,775	AU$1.5m	0%	no data
0.016%	Robert Freeman	196,700	AU$1.4m	3.45%	no data
0.013%	Geoffrey Driver	162,297	AU$1.2m	0%	no data
0.012%	A.K. Paterson	154,502	AU$1.1m	0%	no data
0.0054%	Craig Drummond	67,319	AU$495.8k	2%	no data
0.0046%	Gowing Bros. Limited	58,086	AU$427.4k	0.19%	1.52%
0.0029%	David Peever	36,674	AU$269.6k	2%	no data
0.0013%	Rebecca Dee-Bradbury	15,770	AU$116.3k	2%	no data
0.0011%	Matthew Rowe	14,092	AU$103.4k	0%	no data
0.00066%	Richard Murray	8,314	AU$60.9k	0.01%	no data
0.00064%	Katie Hudson	8,000	AU$59.1k	0%	no data
0.00044%	Julie Fahey	5,533	AU$40.6k	2.01%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/21 03:34
End of Day Share Price	2024/12/20 00:00
Earnings	2024/06/30
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Australian Foundation Investment Company Limited is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Sally Campbell	Goldman Sachs & Partners Australia Pty Ltd