Healius Ownership

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


Recent Insider Transactions

CHIA:HLS Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
16 Apr 25SellAU$13,054,805Perpetual LimitedCompany9,521,971AU$1.37
17 Mar 25SellAU$9,215,581Perpetual LimitedCompany7,314,947AU$1.26
14 Mar 25BuyAU$55,172Perpetual LimitedCompany42,539AU$1.30
21 Feb 25BuyAU$20,624,419Spheria Asset Management Pty LtdCompany15,492,993AU$1.33
21 Feb 25SellAU$13,200,989Perpetual LimitedCompany9,909,719AU$1.33
14 Feb 25BuyAU$103,545Perpetual LimitedCompany70,000AU$1.48
13 Feb 25SellAU$12,343,265Perpetual LimitedCompany8,775,888AU$1.41
05 Feb 25SellAU$11,505,299Perpetual LimitedCompany8,121,631AU$1.42
03 Dec 24SellAU$908,422Spheria Asset Management Pty LtdCompany642,995AU$1.41
21 Nov 24BuyAU$53,200Michael StanfordIndividual40,000AU$1.33
21 Nov 24BuyAU$39,848Sally EvansIndividual30,418AU$1.31
20 Nov 24BuyAU$52,000Kathryn McKenzieIndividual40,000AU$1.30
20 Nov 24BuyAU$48,053Paul AndersonIndividual37,837AU$1.27
19 Nov 24SellAU$20,977,361Perpetual LimitedCompany13,871,399AU$1.51
18 Nov 24BuyAU$16,960,001Spheria Asset Management Pty LtdCompany12,910,919AU$1.36
15 Nov 24BuyAU$10,188,224Perpetual LimitedCompany6,339,709AU$1.61
14 Nov 24BuyAU$1,399,554Spheria Asset Management Pty LtdCompany890,780AU$1.58
25 Oct 24SellAU$300,111Spheria Asset Management Pty LtdCompany178,740AU$1.68
17 Sep 24SellAU$118,967State Street Global Advisors, Inc.Company71,238AU$1.67
16 Sep 24SellAU$24,892,568Perpetual LimitedCompany14,575,528AU$1.71
13 Sep 24BuyAU$38,863State Street Global Advisors, Inc.Company53,770AU$1.71
10 Sep 24BuyAU$8,162,147Perpetual LimitedCompany5,619,118AU$1.45
03 Sep 24SellAU$12,090,171Spheria Asset Management Pty LtdCompany7,339,323AU$1.65
28 Aug 24SellAU$400,129Pendal Group LimitedCompany249,897AU$1.61
20 Aug 24BuyAU$901,051UBS Asset Management AGCompany609,108AU$1.48
20 Aug 24SellAU$738,887UBS Asset Management AGCompany499,640AU$1.48
19 Aug 24BuyAU$119,141,570UBS Asset Management AGCompany87,154,116AU$1.46
19 Aug 24SellAU$119,886,801UBS Asset Management AGCompany88,959,186AU$1.46
14 Aug 24SellAU$15,515,299Australian Retirement Trust Pty LtdCompany10,449,599AU$1.48
12 Aug 24BuyAU$4,616,660Australian Retirement Trust Pty LtdCompany3,020,934AU$1.53
11 Jul 24BuyAU$4,663,234JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany3,219,118AU$1.54
11 Jul 24SellAU$6,286,368JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany4,391,779AU$1.53
10 Jul 24BuyAU$7,392,451Spheria Asset Management Pty LtdCompany5,628,858AU$1.31
28 Jun 24SellAU$2,238State Street Global Advisors, Inc.Company182,616AU$1.52
26 Jun 24SellAU$243,546JP Morgan Asset ManagementCompany170,312AU$1.43
20 Jun 24SellAU$12,569,223Australian Retirement Trust Pty LtdCompany9,182,960AU$1.37
17 Jun 24BuyAU$1,571,837Australian Retirement Trust Pty LtdCompany1,164,509AU$1.35
13 Jun 24BuyAU$0State Street Global Advisors, Inc.Company985,599AU$1.48
04 Jun 24BuyAU$9,736,947Perpetual LimitedCompany7,664,476AU$1.27
03 Jun 24BuyAU$2,380,407JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany1,866,493AU$1.34
03 Jun 24SellAU$1,253,870JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany978,096AU$1.35
31 May 24SellAU$41,749Pendal Group LimitedCompany32,657AU$1.28
29 May 24SellAU$30,696JP Morgan Asset ManagementCompany24,362AU$1.26
21 May 24BuyAU$3,224Kathryn McKenzieIndividual2,559AU$1.26
09 May 24BuyAU$9,262,049JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany6,982,921AU$1.58
09 May 24SellAU$12,271,498JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany9,274,274AU$1.58

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 HLS?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders2,011,4100.277%
Private Companies3,157,1610.435%
Public Companies4,295,6610.592%
VC/PE Firms68,203,0759.39%
General Public124,146,06217.1%
Institutions524,320,63172.2%

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


Top Shareholders

Top 25 shareholders own 81.79% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.39%
Tanarra Capital Australia Pty Ltd
68,203,075AU$109.1m0%14.52%
8.59%
Spheria Asset Management Pty Ltd
62,381,993AU$99.8m31.2%9.4%
7.81%
Australian Retirement Trust Pty Ltd
56,740,437AU$90.8m0%2.1%
7.47%
Perpetual Limited
54,259,063AU$86.8m-44.5%0.87%
6.26%
Host-Plus Pty. Limited
45,433,327AU$72.7m0%4.37%
5.29%
State Street Global Advisors, Inc.
38,444,859AU$61.5m9.31%no data
5.01%
The Vanguard Group, Inc.
36,366,331AU$58.2m0%no data
4.82%
Maple-Brown Abbott Limited
34,978,386AU$56.0m0%1.91%
4.68%
UBS Asset Management AG
34,012,945AU$54.4m0%no data
4.2%
Dimensional Fund Advisors LP
30,485,918AU$48.8m0%no data
3.15%
Argo Investments Limited
22,874,452AU$36.6m0%0.47%
3.01%
JPMorgan Chase & Co, Private Banking and Investment Banking Investments
21,855,197AU$35.0m0%0.01%
2.48%
Wilson Asset Management (International) Pty Ltd.
18,007,808AU$28.8m0%0.58%
1.64%
BlackRock, Inc.
11,940,385AU$19.1m-0.79%no data
1.4%
JPMorgan Chase & Co, Brokerage and Securities Investments
10,183,026AU$16.3m0%0.01%
1.29%
Mitsubishi UFJ Asset Management Co., Ltd.
9,392,196AU$15.0m0%no data
0.92%
Columbia Management Investment Advisers, LLC
6,685,769AU$10.7m0%no data
0.81%
Nt-Comnwlth Super Corp
5,855,473AU$9.4m0%0.08%
0.67%
Norges Bank Investment Management
4,844,496AU$7.8m0%no data
0.6%
Colonial First State Investments Limited
4,335,651AU$6.9m0%0.05%
0.59%
Spheria Emerging Companies Limited
4,295,661AU$6.9m0%no data
0.55%
Charles Schwab Investment Management, Inc.
3,987,804AU$6.4m3.67%no data
0.42%
BetaShares Capital Limited
3,047,951AU$4.9m-0.88%0.02%
0.39%
First Sentier Investors (Australia) IM Ltd
2,831,866AU$4.5m0%0.01%
0.34%
Rinrim Pty. Ltd.
2,497,161AU$4.0m0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/07 19:45
End of Day Share Price 2025/05/07 00:00
Earnings2024/12/31
Annual Earnings2024/06/30

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

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 Github.

Analyst Sources

Healius Limited is covered by 27 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dennis HulmeAPP Securities Pty Ltd.
Saul HadassinBarrenjoey Markets Pty Limited
Benjamin BrayshawBarrenjoey Markets Pty Limited