Service Corporation International Ownership

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

Recent Insider Transactions

DB:SVC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Dec 24	Sell€273,998	William Waltrip	Individual	3,334	€82.18
20 Nov 24	Sell€208,079	Anthony Coelho	Individual	2,555	€81.45
01 Nov 24	Sell€404,886	Jakki Haussler	Individual	5,326	€76.02
05 Sep 24	Sell€334,919	Anthony Coelho	Individual	4,750	€70.51
22 Aug 24	Sell€181,748	Lauri Ochoa	Individual	2,642	€68.79
14 Jun 24	Sell€196,239	Anthony Coelho	Individual	2,900	€67.67
15 Apr 24	Sell€567,300	Victor Lund	Individual	8,617	€65.84
13 Mar 24	Sell€616,475	Anthony Coelho	Individual	8,950	€68.89
07 Mar 24	Sell€3,434,405	Sumner Waring	Individual	50,000	€69.35
06 Mar 24	Sell€2,886,503	William Waltrip	Individual	42,000	€68.81

Insider Trading Volume

Insider Buying: SVC insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of SVC?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	5,000	0.00346%
State or Government	181,592	0.126%
Individual Insiders	3,219,038	2.23%
General Public	8,167,225	5.65%
Hedge Funds	9,123,512	6.31%
Institutions	123,932,591	85.7%

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

Top Shareholders

Top 25 shareholders own 70.02% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.92%	The Vanguard Group, Inc.	14,342,022	€1.1b	-1.04%	0.02%
8.81%	BlackRock, Inc.	12,739,332	€989.8m	-0.7%	0.02%
8.66%	Baillie Gifford & Co.	12,529,330	€973.5m	-3.62%	0.43%
6.31%	Select Equity Group, L.P.	9,123,512	€708.9m	26%	2.47%
6.06%	T. Rowe Price Group, Inc.	8,771,315	€681.5m	417%	0.06%
3.1%	State Street Global Advisors, Inc.	4,482,546	€348.3m	-1.31%	0.01%
2.8%	FMR LLC	4,045,547	€314.3m	303%	0.02%
2.22%	Geode Capital Management, LLC	3,211,902	€249.6m	5.11%	0.02%
2.13%	AllianceBernstein L.P.	3,082,706	€239.5m	-18%	0.07%
2.05%	Capital Research and Management Company	2,958,669	€229.9m	153%	0.01%
2.01%	Swedbank Robur Fonder AB	2,900,020	€225.3m	1.93%	0.15%
1.88%	Eaton Vance Management	2,711,822	€210.7m	0.42%	0.05%
1.52%	Fidelity International Ltd	2,195,039	€170.5m	-32.3%	0.07%
1.42%	Neuberger Berman Investment Advisers LLC	2,052,333	€159.5m	-7.21%	0.13%
1.36%	Turtle Creek Asset Management Inc.	1,966,497	€152.8m	-7.46%	3.68%
1.32%	Dimensional Fund Advisors LP	1,905,424	€148.0m	-1.91%	0.02%
1.25%	Handelsbanken Asset Management	1,810,148	€140.6m	3.54%	0.22%
1.12%	Norges Bank Investment Management	1,617,408	€125.7m	0%	0.01%
1%	Nordea Investment Management, AB	1,442,082	€112.0m	-2.9%	0.08%
0.91%	Northern Trust Global Investments	1,321,698	€102.7m	-5.14%	0.02%
0.9%	BNY Asset Management	1,303,270	€101.3m	-8.89%	0.02%
0.87%	First Manhattan Co. LLC	1,260,580	€97.9m	-0.91%	0.3%
0.82%	Coho Partners, Ltd.	1,180,554	€91.7m	-11.4%	3.69%
0.82%	William Waltrip	1,179,305	€91.6m	-0.28%	no data
0.79%	Thomas Ryan	1,140,232	€88.6m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/27 12:32
End of Day Share Price	2024/12/27 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

Service Corporation International is covered by 13 analysts. 6 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
Joanna Sylvia Gajuk	BofA Global Research
Robert Willoughby	Credit Suisse
Clint Fendley	Davenport & Company