Berkeley Group Holdings Ownership

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

Recent Insider Transactions

DB:42B0 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
07 Apr 25	Buy€582,785	Rob Perrins	Individual	14,112	€41.30
14 Jan 25	Buy€621,903	Michael Romsey Dobson	Individual	15,000	€41.46
31 Oct 24	Buy€572,684	William Jackson	Individual	11,054	€51.81
30 Sep 24	Sell€2,396,640	Richard Stearn	Individual	42,000	€57.06
16 Aug 24	Sell€12,316,466	Rob Perrins	Individual	192,980	€63.82
21 Jun 24	Buy€23,500	Rachel Downey	Individual	407.19	€57.71
21 Jun 24	Sell€23,663	Rachel Downey	Individual	411.05	€57.57

Insider Trading Volume

Insider Buying: 42B0 insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 42B0?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	30,743	0.031%
Employee Share Scheme	46,063	0.0464%
State or Government	255,526	0.258%
Private Companies	474,801	0.479%
Individual Insiders	1,475,009	1.49%
General Public	12,818,595	12.9%
Institutions	84,080,294	84.8%

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

Top Shareholders

Top 25 shareholders own 66.54% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.2%	First Eagle Investment Management, LLC	12,128,441	€581.6m	2.37%	0.82%
8.97%	Artisan Partners Limited Partnership	8,893,027	€426.5m	18.7%	0.38%
5.67%	Causeway Capital Management LLC	5,626,284	€269.8m	83.9%	1.1%
5.23%	Sprucegrove Investment Management Ltd	5,182,710	€248.5m	0.91%	5.88%
4.97%	The Vanguard Group, Inc.	4,932,906	€236.6m	2.02%	no data
4.46%	BlackRock, Inc.	4,420,314	€212.0m	-55.3%	no data
2.83%	UBS Asset Management AG	2,806,013	€134.6m	-8.42%	0.01%
2.08%	Norges Bank Investment Management	2,063,631	€99.0m	-3.65%	0.01%
1.97%	Natixis, Investment Banking and Corporate Banking Investments	1,956,882	€93.8m	820%	0.49%
1.71%	Aberdeen Group Plc	1,700,449	€81.5m	-20.9%	0.06%
1.66%	Legal & General Investment Management Limited	1,651,159	€79.2m	-21.6%	0.02%
1.44%	Artemis Investment Management LLP	1,429,655	€68.6m	0%	0.28%
1.42%	Dimensional Fund Advisors LP	1,408,108	€67.5m	96.5%	0.01%
1.23%	Morgan Stanley, Investment Banking and Brokerage Investments	1,223,076	€58.7m	2,690%	0.01%
1.2%	Rob Perrins	1,188,315	€57.0m	1.2%	no data
1.15%	FMR LLC	1,143,927	€54.9m	-55.9%	no data
1.11%	Citigroup Inc.,Banking and Securities Investments	1,102,814	€52.9m	936%	0.05%
0.98%	HSBC Global Asset Management (UK) Limited	968,197	€46.4m	-40.9%	0.02%
0.97%	Schroder Investment Management Limited	960,979	€46.1m	34.7%	0.03%
0.95%	Coöperatieve Centrale Raiffeisen-Boerenleenbank B.A., Asset Management Arm	945,283	€45.3m	302%	0.51%
0.93%	Columbia Management Investment Advisers, LLC	921,491	€44.2m	-6.23%	0.01%
0.88%	Eurizon Capital SGR SpA	875,819	€42.0m	191%	0.14%
0.84%	State Street Global Advisors, Inc.	830,986	€39.9m	-58.2%	no data
0.83%	Amundi Asset Management SAS	826,917	€39.7m	-5.89%	0.01%
0.81%	Societe Generale Group, Banking Investments	802,720	€38.5m	59.8%	0.25%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/04/29 16:34
End of Day Share Price	2025/04/29 00:00
Earnings	2024/10/31
Annual Earnings	2024/04/30

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

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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

The Berkeley Group Holdings plc is covered by 42 analysts. 17 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
Jonathan Bell	Barclays
Rajesh Patki	Barclays
Emily Biddulph	Barclays