Summerset Group Holdings Ownership

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

Recent Insider Transactions

CHIA:SNZ Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
30 Aug 23	SellAU$39,454,660	Fisher Funds Management Limited	Company	4,605,365	AU$9.06
08 Aug 23	BuyAU$7,107,903	BlackRock, Inc.	Company	750,892	AU$9.56
02 Aug 23	SellAU$3,833,301	BlackRock, Inc.	Company	413,870	AU$9.51
07 Jul 23	BuyAU$10,097,302	Fisher Funds Management Limited	Company	1,227,538	AU$9.35

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 SNZ?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	602,161	0.256%
General Public	115,220,154	49%
Institutions	119,427,989	50.8%

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

Top Shareholders

Top 25 shareholders own 50.63% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
6.72%	BlackRock, Inc.	15,801,140	AU$133.9m	0%	no data
6.53%	Harbour Asset Management Limited	15,353,117	AU$130.1m	15.1%	11.03%
5.69%	Fisher Funds Management Limited	13,375,316	AU$113.4m	0%	8.58%
4.97%	New Zealand Superannuation Fund	11,687,398	AU$99.1m	0%	2.26%
3.62%	The Vanguard Group, Inc.	8,510,514	AU$72.1m	0.07%	no data
3.51%	Accident Compensation Corporation, Asset Management Arm	8,258,257	AU$70.0m	0%	1.8%
2.84%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	6,684,523	AU$56.7m	0%	0.01%
2.57%	Jarden Wealth Limited	6,053,071	AU$51.3m	0%	no data
2.11%	Norges Bank Investment Management	4,966,935	AU$42.1m	0%	no data
2.1%	Milford Asset Management, LTD	4,934,493	AU$41.8m	0%	0.63%
1.89%	Dimensional Fund Advisors LP	4,448,002	AU$37.7m	0.91%	no data
1.71%	Smartshares Ltd.	4,033,587	AU$34.2m	0%	0.67%
1.7%	New Zealand Permanent Trustees Limited, Asset Management Arm	3,990,722	AU$33.8m	0%	10.46%
1.4%	Bank Of New Zealand, Asset Management Arm	3,296,702	AU$27.9m	0%	7.9%
0.95%	ANZ New Zealand Investments Limited	2,236,900	AU$19.0m	0%	1.21%
0.59%	JB Were	1,387,837	AU$11.8m	0%	8.16%
0.32%	Trust Investments Management Limited	743,112	AU$6.3m	0%	3.26%
0.28%	Franklin Resources, Inc.	662,047	AU$5.6m	7.97%	no data
0.2%	Buy & Hold Capital SGIIC SA	481,971	AU$4.1m	0%	1.54%
0.2%	Russell Investment Management, LLC	471,436	AU$4.0m	0%	no data
0.2%	Scott Scoullar	462,363	AU$3.9m	-1.59%	no data
0.19%	Charles Schwab Investment Management, Inc.	445,585	AU$3.8m	-0.7%	no data
0.12%	QuayStreet Asset Management Limited	285,603	AU$2.4m	0%	0.2%
0.12%	Forsyth Barr Investment Management Limited	271,138	AU$2.3m	0%	0.15%
0.11%	AMP Investment Management (N.Z.) Limited	260,077	AU$2.2m	0%	0.84%