Kardex 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 KARN?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	44,311	0.574%
Public Companies	324,660	4.21%
Private Companies	1,709,722	22.1%
General Public	2,739,158	35.5%
Institutions	2,901,697	37.6%

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

Top Shareholders

Top 25 shareholders own 57.82% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
22.2%	BURU Holding AG	1,709,722	CHF 479.6m	0%	no data
5.71%	Van Lanschot Kempen Investment Management N.V.	440,610	CHF 123.6m	0%	0.9%
4.99%	UBS Asset Management AG	385,564	CHF 108.2m	0%	0.01%
4.21%	Alantra Partners, S.A.	324,660	CHF 91.1m	0%	no data
3.56%	Invesco Ltd.	274,453	CHF 77.0m	0%	0.02%
2.88%	The Vanguard Group, Inc.	222,380	CHF 62.4m	-0.02%	no data
1.89%	Norges Bank Investment Management	145,891	CHF 40.9m	0%	no data
1.5%	Dimensional Fund Advisors LP	115,876	CHF 32.5m	0.94%	0.01%
1.47%	Massachusetts Financial Services Company	113,620	CHF 31.9m	0.06%	0.01%
1.06%	ZKB Asset Management	81,988	CHF 23.0m	45.8%	0.05%
0.89%	Columbia Management Investment Advisers, LLC	68,809	CHF 19.3m	0%	no data
0.84%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	64,594	CHF 18.1m	-2.24%	no data
0.73%	GAM Holding AG	56,126	CHF 15.7m	0%	0.24%
0.7%	Thematics Asset Management	53,870	CHF 15.1m	0%	0.49%
0.67%	Exchange Traded Concepts, LLC	51,351	CHF 14.4m	-6.56%	0.27%
0.6%	GO ETF Solutions LLP	46,448	CHF 13.0m	0%	0.22%
0.51%	Entrepreneur Partners AG, Asset Management Arm	39,500	CHF 11.1m	0%	2.45%
0.49%	Allianz Asset Management GmbH	38,209	CHF 10.7m	-3.29%	no data
0.47%	Deka Investment GmbH	35,940	CHF 10.1m	0%	0.01%
0.45%	Reichmuth & Co. Integrale Vermoegensverwaltung AG	35,000	CHF 9.8m	0%	3.69%
0.45%	Felix Thoni	34,733	CHF 9.7m	0%	no data
0.45%	Joh. Berenberg, Gossler & Co. KG, Asset Management Arm	34,450	CHF 9.7m	0%	0.37%
0.4%	Montanaro Investment Managers Ltd.	31,000	CHF 8.7m	-7.78%	0.5%
0.4%	Phoenix Asset Management Partners Ltd.	30,737	CHF 8.6m	0%	0.62%
0.36%	Zürcher Kantonalbank, Investment Arm	28,054	CHF 7.9m	-10%	0.07%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/18 09:30
End of Day Share Price	2024/12/18 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

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 here.

Analysis Model and Snowflake

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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

Kardex Holding AG is covered by 11 analysts. 5 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
Christian Arnold	Bank Vontobel AG
Lasse Stueben	Berenberg
Martin Comtesse	Jefferies LLC