Schaeffler 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 SHAU?
Owner Type	Number of Shares	Ownership Percentage
VC/PE Firms	41,500,000	6.23%
Institutions	47,301,656	7.1%
General Public	77,198,344	11.6%
Private Companies	500,000,000	75.1%

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

Top Shareholders

Top 25 shareholders own 87.91% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
75.1%	INA-Holding Schaeffler GmbH & Co. KG	500,000,000	€2.9b	0%	no data
6.23%	BDT Capital Partners, LLC	41,500,000	€237.8m	0%	4.55%
2.06%	Union Asset Management Holding AG	13,743,988	€78.8m	0%	0.08%
0.92%	Schroder Investment Management Limited	6,154,093	€35.3m	0.35%	0.03%
0.62%	J.P. Morgan Asset Management, Inc.	4,148,959	€23.8m	-23.8%	no data
0.4%	The Vanguard Group, Inc.	2,641,858	€15.1m	0.08%	no data
0.3%	Norges Bank Investment Management	2,010,520	€11.5m	0%	no data
0.26%	Bankinter Luxembourg S.A., Asset Management Arm	1,762,745	€10.1m	0%	1.69%
0.24%	BlackRock, Inc.	1,615,998	€9.3m	15.4%	no data
0.24%	Financiere De l'Echiquier	1,609,095	€9.2m	0%	0.11%
0.23%	Universal-Investment-Gesellschaft Mit BeschrÄNkter Haftung	1,550,726	€8.9m	0%	0.06%
0.23%	Santander Asset Management, S.A., S.G.I.I.C.	1,545,195	€8.9m	0%	0.03%
0.14%	March Asset Management, SGIIC, SA	946,556	€5.4m	0%	0.37%
0.12%	First Trust Advisors LP	820,784	€4.7m	167%	no data
0.11%	Lupus Alpha Asset Management GmbH	744,407	€4.3m	0%	0.34%
0.093%	Dimensional Fund Advisors LP	620,875	€3.6m	-1.3%	no data
0.085%	CM-CIC Asset Management Société anonyme	564,212	€3.2m	0%	0.05%
0.07%	Deutsche Asset & Wealth Management	468,617	€2.7m	59.7%	no data
0.069%	FPM Frankfurt Performance Management AG	459,000	€2.6m	0%	3.36%
0.069%	Charles Schwab Investment Management, Inc.	457,204	€2.6m	7.75%	no data
0.066%	SEI Investments Company	442,051	€2.5m	5.85%	no data
0.065%	Mercer Investments LLC	430,494	€2.5m	19.1%	0.03%
0.062%	AllianceBernstein L.P.	412,988	€2.4m	0%	no data
0.062%	Lingohr & Partner Asset Management GmbH	411,861	€2.4m	0%	0.34%
0.06%	Deka Investment GmbH	401,321	€2.3m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2022/07/30 11:37
End of Day Share Price	2022/07/27 00:00
Earnings	2022/03/31
Annual Earnings	2021/12/31

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

Schaeffler AG is covered by 30 analysts. 13 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
Romain Gourvil	Berenberg
Stephen Benhamou	BNP Paribas Exane
Stuart Pearson	BNP Paribas Exane