Netwealth Group Limited

ASX:NWL Stock Report

Mkt Cap: AU$3.1b

Netwealth Group Ownership

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

Recent Insider Transactions

ASX:NWL Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
30 Aug 22BuyAU$38,760Kate TembyIndividual3,000AU$12.92
25 Aug 22SellAU$74,479,996Michael HeineIndividual5,600,000AU$13.30

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 NWL?
Owner TypeNumber of SharesOwnership Percentage
Public Companies153,1220.06%
Private Companies844,1920.3%
Institutions40,983,27816.8%
General Public70,937,97729.1%
Individual Insiders130,966,63053.7%

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

Top Shareholders

Top 25 shareholders own 69.97% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
51.08%
Michael Heine
124,580,039A$1.6b-4.3%no data
7.16%
Netwealth Investments Ltd.
17,460,810A$222.1m0%2.51%
1.86%
The Vanguard Group, Inc.
4,532,458A$57.7m3.78%no data
1.53%
Matthew Alexander Heine
3,736,405A$47.5m0%no data
1.43%
Australian Foundation Investment Company Limited
3,489,000A$44.4m0%0.5%
1.36%
BlackRock, Inc.
3,314,894A$42.2m-4.48%no data
0.79%
Jane Anne Tongs
1,918,901A$24.4m0%no data
0.75%
Grandeur Peak Global Advisors, LLC
1,820,223A$23.2m-16.12%0.31%
0.65%
Dimensional Fund Advisors LP
1,583,435A$20.1m8.83%no data
0.4%
Mirrabooka Investments Limited
981,215A$12.5m0%4.18%
0.4%
Milford Asset Management Limited
968,245A$12.3m0%0.2%
0.37%
Norges Bank Investment Management
901,059A$11.5m0%no data
0.36%
Wasatch Advisors LP
873,905A$11.1m-5.9%0.04%
0.23%
William Blair Investment Management, LLC
567,737A$7.2m-0.32%0.01%
0.19%
Asset Plus Pty Ltd
467,642A$5.9m0%no data
0.18%
Schroder Investment Management North America Inc.
447,742A$5.7m98.1%0.01%
0.18%
Colonial First State Investments Limited
439,832A$5.6m0%0.04%
0.16%
Commonwealth Superannuation Corporation
398,357A$5.1m0%0.06%
0.16%
Djerriwarrh Investments Limited
384,000A$4.9m0%0.56%
0.16%
State Street Global Advisors, Inc.
381,109A$4.8m0.37%no data
0.15%
Truebell Capital Pty Ltd
376,550A$4.8m0%no data
0.13%
Damian Soraghan
312,874A$4.0m0%no data
0.1%
BetaShares Capital Limited
247,449A$3.1m8.06%0.02%
0.1%
Causeway Capital Management LLC
247,130A$3.1m-2.72%0.01%
0.087%
abrdn plc
213,000A$2.7m0%no data