HUB24 Ownership

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

Recent Insider Transactions

CHIA:HUB Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
04 Nov 24	SellAU$13,400,000	Andrew Alcock	Individual	200,000	AU$67.00
18 Oct 24	BuyAU$25,855,033	Hyperion Asset Management Limited	Company	420,983	AU$66.93
03 Oct 24	SellAU$314,508	Hyperion Asset Management Limited	Company	5,294	AU$59.41
01 Oct 24	BuyAU$22,899,566	Hyperion Asset Management Limited	Company	394,504	AU$59.45
18 Sep 24	BuyAU$97,686,625	Hyperion Asset Management Limited	Company	2,311,202	AU$42.27
16 Sep 24	BuyAU$1,749,545	State Street Global Advisors, Inc.	Company	30,579	AU$57.24
12 Sep 24	SellAU$7,875	State Street Global Advisors, Inc.	Company	140	AU$56.25
06 Sep 24	SellAU$21,309,132	Thorney Investment Group Australia Pty. Ltd.	Company	561,273	AU$37.97
05 Sep 24	SellAU$5,492	Thorney Management Services Pty Ltd	Company	100	AU$54.92
03 Sep 24	BuyAU$35,321,704	State Street Global Advisors, Inc.	Company	634,039	AU$55.76
02 Sep 24	BuyAU$55,600	Michelle Tredenick	Individual	1,000	AU$55.60
27 Aug 24	SellAU$40,136,911	Hyperion Asset Management Limited	Company	983,526	AU$40.81
22 Aug 24	SellAU$3,764,627	Alexander Waislitz	Individual	113,600	AU$33.14
14 May 24	BuyAU$413,199	State Street Global Advisors, Inc.	Company	379,473	AU$41.58

Insider Trading Volume

Insider Buying: HUB insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of HUB?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	73,380	0.0905%
Private Companies	192,252	0.237%
Individual Insiders	3,310,591	4.08%
VC/PE Firms	4,216,300	5.2%
General Public	16,790,715	20.7%
Institutions	56,514,510	69.7%

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

Top Shareholders

Top 25 shareholders own 75.88% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
22.3%	Pinnacle Fund Services Limited	18,070,554	AU$1.3b	0%	40.59%
11.1%	Hyperion Asset Management Limited	9,035,277	AU$647.2m	10%	6.41%
6.49%	State Street Global Advisors, Inc.	5,261,323	AU$376.9m	20.8%	0.01%
5.2%	Thorney Investment Group Australia Pty. Ltd.	4,216,300	AU$302.0m	-12.1%	57.01%
5.08%	Aware Super Pty Ltd	4,118,297	AU$295.0m	0%	8.1%
4.94%	Bennelong Funds Management Group Pty Ltd	4,007,280	AU$287.0m	0%	8.03%
4.44%	The Vanguard Group, Inc.	3,597,529	AU$257.7m	0.88%	no data
3.68%	ECP Asset Management Pty Ltd	2,980,442	AU$213.5m	0%	20.69%
1.66%	BlackRock, Inc.	1,348,764	AU$96.6m	5.72%	no data
1.57%	Dimensional Fund Advisors LP	1,269,306	AU$90.9m	-1.23%	0.01%
1.13%	Andrew Alcock	920,080	AU$65.9m	31%	no data
0.91%	Norges Bank Investment Management	740,176	AU$53.0m	0%	no data
0.88%	Roderick Kibble	711,449	AU$51.0m	-40.4%	no data
0.79%	Wilson Asset Management (International) Pty Ltd.	643,961	AU$46.1m	0%	0.91%
0.77%	Netwealth Investments Ltd.	627,926	AU$45.0m	20.9%	0.3%
0.73%	RBC Global Asset Management Inc.	596,048	AU$42.7m	0%	0.02%
0.66%	abrdn plc	535,779	AU$38.4m	0%	0.02%
0.66%	Colonial First State Investments Limited	532,714	AU$38.2m	-5.33%	0.24%
0.6%	Jason Entwistle	489,807	AU$35.1m	0%	no data
0.48%	BetaShares Capital Limited	392,247	AU$28.1m	8.99%	0.09%
0.43%	First Funds Limited	351,795	AU$25.2m	0%	no data
0.42%	Alexander Waislitz	344,500	AU$24.7m	-32.8%	no data
0.33%	Bruce Higgins	264,388	AU$18.9m	0%	no data
0.3%	Mirrabooka Investments Limited	240,500	AU$17.2m	-31.9%	2.5%
0.3%	Ian Litster	239,311	AU$17.1m	-18.5%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/08 18:52
End of Day Share Price	2025/01/08 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

HUB24 Limited is covered by 24 analysts. 17 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
Nicholas McGarrigle	Barrenjoey Markets Pty Limited
Hayden Nicholson	Bell Potter
Paul Buys	Canaccord Genuity