DocMorris 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 DOCM?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	274,507	2.32%
Hedge Funds	643,843	5.45%
General Public	2,968,178	25.1%
Institutions	7,929,984	67.1%

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

Top Shareholders

Top 25 shareholders own 68.5% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.04%	UBS Asset Management AG	832,397	CHF 17.0m	-71.2%	no data
6.59%	Barclays Bank PLC, Securities Investments	778,991	CHF 15.9m	14.2%	0.03%
5.45%	LMR Partners LLP	643,843	CHF 13.1m	81.3%	0.44%
4.89%	Alceda Fund Management S.A.	577,575	CHF 11.8m	0%	72.18%
4.74%	Artisan Partners Limited Partnership	560,215	CHF 11.4m	0%	0.01%
4.41%	Goldman Sachs Group, Investment Banking and Securities Investments	521,276	CHF 10.6m	0%	0.01%
3.91%	BNP Paribas, Private & Investment Banking Investments	462,047	CHF 9.4m	0%	0.07%
3.84%	Swisscanto Asset Management Ltd.	453,360	CHF 9.2m	6.22%	0.14%
3.31%	Shareholder Value Management Aktiengesellschaft	391,185	CHF 8.0m	0%	1.13%
3.28%	BlackRock, Inc.	387,363	CHF 7.9m	0%	no data
3.26%	PSquared Asset Management AG	384,887	CHF 7.9m	0%	10.03%
3.22%	D. E. Shaw & Co., L.P.	380,520	CHF 7.8m	0%	0.01%
3.05%	Astaris Capital Management LLP	360,000	CHF 7.3m	0%	13.49%
1.93%	JPMorgan Chase & Co, Brokerage and Securities Investments	228,079	CHF 4.7m	-45.6%	no data
1.79%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	211,552	CHF 4.3m	-9.58%	no data
1.52%	The Vanguard Group, Inc.	179,998	CHF 3.7m	-58.7%	no data
1%	Walter Oberhansli	117,626	CHF 2.4m	1.88%	no data
0.82%	ZKB Asset Management	96,648	CHF 2.0m	0%	0.01%
0.74%	Norges Bank Investment Management	87,234	CHF 1.8m	0%	no data
0.69%	Zürcher Kantonalbank, Investment Arm	81,026	CHF 1.7m	0%	0.01%
0.67%	Fidelity International Ltd	79,086	CHF 1.6m	104%	no data
0.67%	Deka Investment GmbH	79,000	CHF 1.6m	0%	no data
0.67%	Metzler Asset Management GmbH	78,664	CHF 1.6m	0%	0.02%
0.58%	Dimensional Fund Advisors LP	68,526	CHF 1.4m	-32.5%	no data
0.45%	Stefan Feuerstein	52,654	CHF 1.1m	-2.91%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/04/22 16:54
End of Day Share Price	2025/04/17 00:00
Earnings	2024/12/31
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

DocMorris AG is covered by 20 analysts. 10 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
Volker Bosse	Baader Helvea Equity Research
Gerhard Orgonas	Berenberg
Ashley Wallace	BofA Global Research