Heidelberg Materials 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 HEID?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	46,725,877	26.2%
General Public	61,974,996	34.7%
Institutions	69,779,087	39.1%

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

Top Shareholders

Top 25 shareholders own 55.23% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
26.2%	Spohn Cement Beteiligungen GmbH	46,678,883	CHF 5.2b	0%	no data
5.12%	Artisan Partners Limited Partnership	9,139,820	CHF 1.0b	0%	0.89%
4.62%	BlackRock, Inc.	8,251,668	CHF 916.5m	-5.35%	0.02%
3.13%	Capital Research and Management Company	5,589,491	CHF 620.8m	0%	0.03%
2.93%	The Vanguard Group, Inc.	5,222,097	CHF 580.0m	0.28%	0.01%
1.5%	Pzena Investment Management, Inc.	2,678,695	CHF 297.5m	0%	0.64%
1.27%	FMR LLC	2,272,084	CHF 252.4m	-0.12%	0.02%
0.93%	Amundi Asset Management SAS	1,661,240	CHF 184.5m	10.7%	0.04%
0.91%	Dimensional Fund Advisors LP	1,622,287	CHF 180.2m	0.31%	0.03%
0.86%	Norges Bank Investment Management	1,539,029	CHF 170.9m	0%	0.02%
0.66%	Geode Capital Management, LLC	1,176,906	CHF 130.7m	0.04%	0.01%
0.65%	Deutsche Asset & Wealth Management	1,166,781	CHF 129.6m	0%	0.04%
0.65%	Black Creek Investment Management Inc.	1,157,916	CHF 128.6m	0.12%	2.17%
0.63%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	1,131,567	CHF 125.7m	-48.2%	0.03%
0.61%	Eleva Capital LLP	1,089,600	CHF 121.0m	0%	2.45%
0.61%	JP Morgan Asset Management	1,086,096	CHF 120.6m	4.98%	0.02%
0.57%	Eleva Capital S.A.S.	1,013,792	CHF 112.6m	0%	1.94%
0.56%	Assenagon Asset Management S.A.	1,001,773	CHF 111.3m	0%	0.22%
0.51%	Magallanes Value Investors, S.A., SGIIC	911,167	CHF 101.2m	0%	6.07%
0.48%	Nordea Investment Management, AB	857,329	CHF 95.2m	0.06%	0.07%
0.43%	UBS Asset Management AG	763,305	CHF 84.8m	39.5%	0.01%
0.36%	T. Rowe Price Group, Inc.	647,663	CHF 71.9m	-0.24%	0.01%
0.36%	Sjunde AP-fonden	647,482	CHF 71.9m	0%	0.08%
0.35%	Zadig Asset Management LLP	632,250	CHF 70.2m	0%	11.49%
0.35%	Charles Schwab Investment Management, Inc.	629,174	CHF 69.9m	1.66%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 21:12
End of Day Share Price	2024/12/12 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

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 .

Analyst Sources

Heidelberg Materials AG is covered by 49 analysts. 18 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
Félix Brunotte	AlphaValue
Gerhard Schwarz	Baader Helvea Equity Research
Tom Zhang	Barclays