Burkhalter Holding Ownership

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

Recent Insider Transactions

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 BRKN?
Owner Type	Number of Shares	Ownership Percentage
Institutions	2,608,632	24.6%
Individual Insiders	3,215,162	30.3%
General Public	4,789,936	45.1%

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

Top Shareholders

Top 25 shareholders own 53.86% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.2%	Peter Grogg	1,510,979	CHF 215.8m	27%	no data
9.22%	UBS Asset Management AG	979,076	CHF 139.8m	25.7%	0.01%
6.03%	Gaudenz Domenig	640,300	CHF 91.4m	0%	no data
5.33%	Jean-Claude Bregy	566,000	CHF 80.8m	-16.3%	no data
3.77%	J. Safra Sarasin Investmentfonds Ltd	400,000	CHF 57.1m	-1.98%	4.93%
3.39%	Diego Bruesch	359,459	CHF 51.3m	0%	no data
2.82%	The Vanguard Group, Inc.	298,790	CHF 42.7m	4,790%	no data
1.26%	Willy Huppi	133,833	CHF 19.1m	0%	no data
1.08%	zCapital AG	115,000	CHF 16.4m	0%	0.96%
0.98%	BlackRock, Inc.	103,826	CHF 14.8m	4.93%	no data
0.96%	Union Bancaire Privée, UBP SA	101,480	CHF 14.5m	0%	0.28%
0.82%	Dimensional Fund Advisors LP	87,279	CHF 12.5m	6%	no data
0.5%	ZKB Asset Management	52,565	CHF 7.5m	0%	0.01%
0.47%	Pax Asset Management AG	50,000	CHF 7.1m	0%	0.72%
0.43%	Valiant Bank AG	45,837	CHF 6.5m	0%	0.67%
0.4%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	42,972	CHF 6.1m	15.2%	no data
0.38%	Zürcher Kantonalbank	40,659	CHF 5.8m	0%	0.04%
0.29%	LLB Asset Management AG	31,009	CHF 4.4m	0%	0.11%
0.26%	Reichmuth & Co. Investmentfonds AG	28,000	CHF 4.0m	0%	0.57%
0.26%	Swiss Rock Asset Management AG	27,154	CHF 3.9m	0%	0.43%
0.25%	Assenagon Asset Management S.A.	26,037	CHF 3.7m	302%	0.01%
0.2%	American Century Investment Management Inc	20,915	CHF 3.0m	7.23%	no data
0.19%	Banque Cantonale de Genève SA	20,410	CHF 2.9m	0%	0.22%
0.18%	BCV Asset Management	19,388	CHF 2.8m	0%	0.06%
0.15%	State Street Global Advisors, Inc.	15,662	CHF 2.2m	-6.81%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/10/31 13:53
End of Day Share Price	2025/10/31 00:00
Earnings	2025/06/30
Annual Earnings	2024/12/31

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.

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

Burkhalter Holding AG is covered by 4 analysts. 3 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
Eugen Perger	Research Partners AG
Marti Queral Ferre	UBS Investment Bank
Walter Bamert	Zürcher Kantonalbank