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MorphoSys Ownership

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

Recent Insider Transactions

SWX:MOR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Aug 24	BuyCHF 78,439,831	Novartis AG	Company	1,216,926	CHF 64.46
16 Jun 24	BuyCHF 41,573,889	Novartis AG	Company	641,331	CHF 64.82
10 Jun 24	BuyCHF 244,236,962	Novartis AG	Company	3,725,565	CHF 65.56
23 May 24	BuyCHF 1,723,703,348	Novartis AG	Company	25,610,813	CHF 67.30
16 Apr 24	BuyCHF 287,551,022	Novartis AG	Company	4,360,100	CHF 65.96

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 MOR?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	215,483	0.34%
Individual Insiders	993,318	1.57%
Hedge Funds	1,890,000	2.98%
Institutions	25,905,490	40.9%
Public Companies	34,337,809	54.2%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 10.2%.

Top Shareholders

Top 25 shareholders own 159.6% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
91.2%	Novartis AG	34,337,809	CHF 2.2b	4,220%	no data
8.62%	T. Rowe Price Group, Inc.	3,245,202	CHF 204.0m	12.6%	0.02%
5.02%	Adage Capital Management, L.P.	1,890,000	CHF 118.8m	26%	0.26%
4.69%	Susquehanna International Group, LLP, Asset Management Arm	1,766,363	CHF 111.0m	-6.05%	0.18%
4.54%	BNP Paribas Securities Corp, Asset Management Arm	1,711,331	CHF 107.6m	0%	1.49%
4.27%	JPMorgan Chase & Co, Brokerage and Securities Investments	1,607,684	CHF 101.1m	-14.6%	0.07%
3.55%	Rp Management, Llc, Asset Management Arm	1,337,552	CHF 84.1m	-50%	36.51%
3.45%	Barclays Bank PLC, Securities Investments	1,299,717	CHF 81.7m	-11.3%	0.12%
3.17%	Merrill Lynch & Co. Inc., Banking Investments	1,192,607	CHF 75.0m	-43.1%	0.03%
2.88%	Goldman Sachs Group, Investment Banking and Securities Investments	1,086,105	CHF 68.3m	190%	0.04%
2.68%	Artisan Partners Limited Partnership	1,010,913	CHF 63.6m	0%	0.06%
2.6%	Invesco Ltd.	979,174	CHF 61.6m	0%	0.02%
2.59%	Wendy Johnson	975,441	CHF 61.3m	0%	no data
2.47%	Bank of America Corporation, Asset Management Arm	931,680	CHF 58.6m	238%	0.02%
2.46%	FMR LLC	927,821	CHF 58.3m	0%	no data
2.45%	BlackRock, Inc.	924,309	CHF 58.1m	15.7%	no data
2.3%	Deutsche Asset & Wealth Management	868,004	CHF 54.6m	30.8%	0.02%
2.22%	Baillie Gifford & Co.	835,292	CHF 52.5m	0%	0.03%
1.98%	Morgan Stanley, Investment Banking and Brokerage Investments	745,925	CHF 46.9m	-65.3%	0.01%
1.73%	UBS Asset Management AG	649,979	CHF 40.9m	-85.3%	0.01%
1.16%	Barclays Bank PLC, Wealth and Investment Management Division	436,327	CHF 27.4m	0%	0.3%
0.98%	Norges Bank Investment Management	370,484	CHF 23.3m	-56.9%	no data
0.96%	Glazer Capital, LLC	362,463	CHF 22.8m	0%	3.59%
0.87%	Balyasny Asset Management L.P.	325,986	CHF 20.5m	4,030%	0.07%
0.77%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	289,931	CHF 18.2m	-61.7%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/08/05 21:26
End of Day Share Price	2024/08/05 00:00
Earnings	2024/03/31
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

MorphoSys AG is covered by 35 analysts. 8 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
Olav Zilian	Baader Helvea Equity Research
Brian Balchin	Barclays
Rosie Turner	Barclays