Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna 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 P9O?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	3,301	0.000264%
General Public	224,186,862	17.9%
State or Government	367,918,980	29.4%
Institutions	657,890,857	52.6%

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

Top Shareholders

Top 25 shareholders own 76.97% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
29.4%	The State Treasury of the Republic of Poland	367,918,980	€5.2b	0%	no data
9.25%	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	115,594,152	€1.6b	0%	15.02%
8.14%	Allianz Asset Management GmbH	101,787,594	€1.4b	0%	0.62%
4.19%	Powszechne Towarzystwo Emerytalne PZU SA	52,331,861	€735.9m	0%	17.68%
3.72%	Generali Powszechne Towarzystwo Emerytalne S A	46,554,225	€654.7m	0%	15.55%
2.78%	The Vanguard Group, Inc.	34,702,066	€488.0m	0.39%	0.01%
2.64%	MetLife Powszechne Towarzystwo Emerytalne S.A.	33,011,931	€464.2m	0%	22.63%
2.47%	Aegon Asset Management UK Plc	30,912,081	€434.7m	0%	2.54%
2.26%	BlackRock, Inc.	28,304,554	€398.0m	-6.1%	0.01%
1.96%	Bank Gospodarstwa Krajowego, Asset Management Arm	24,487,297	€344.3m	0%	100.0%
1.76%	UNIQA Österreich Versicherungen AG, Asset Management Arm	21,965,712	€308.9m	0%	16.55%
1.61%	Norges Bank Investment Management	20,081,015	€282.4m	0%	0.02%
1.29%	FMR LLC	16,087,963	€226.2m	3.51%	0.01%
0.87%	Goldman Sachs Asset Management, L.P.	10,887,469	€153.1m	-0.02%	0.04%
0.82%	GAMMA PKO Towarzystwo Funduszy Inwestycyjnych SA	10,268,636	€144.4m	0%	5.23%
0.72%	Towarzystwo Funduszy Inwestycyjnych PZU SA	8,962,296	€126.0m	0%	7.47%
0.51%	Pocztylion Arka PTE S.A.	6,435,913	€90.5m	0%	15.14%
0.48%	Schroder Investment Management Limited	5,965,672	€83.9m	0%	0.06%
0.39%	Amundi Asset Management SAS	4,865,830	€68.4m	0.71%	0.01%
0.33%	Geode Capital Management, LLC	4,096,525	€57.6m	2.21%	no data
0.31%	Santander Towarzystwo Funduszy Inwestycyjnych S.A.	3,915,372	€55.1m	0%	4.47%
0.29%	UBS Asset Management AG	3,662,383	€51.5m	29.5%	0.01%
0.26%	Schroder Investment Management North America Inc.	3,287,493	€46.2m	-8.18%	0.15%
0.24%	Eaton Vance Management	3,047,291	€42.9m	86.3%	0.01%
0.24%	Strategic Advisers LLC	2,986,431	€42.0m	-58.4%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/24 23:51
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/30
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

Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna is covered by 39 analysts. 11 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
Ivan Bokhmat	Barclays
Andreas Markou	Berenberg
Kamil Kliszcz	Biuro maklerskie mBanku