Helia Group Ownership

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

Recent Insider Transactions

DB:0GI0 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
19 Dec 24	Buy€434,572	BlackRock, Inc.	Company	162,698	€2.67
18 Dec 24	Buy€171,870	BlackRock, Inc.	Company	63,763	€2.70
18 Dec 24	Sell€2,361	BlackRock, Inc.	Company	876	€2.70
17 Dec 24	Buy€5,549	BlackRock, Inc.	Company	2,067	€2.68
16 Dec 24	Buy€290,925	BlackRock, Inc.	Company	108,351	€2.69
16 Dec 24	Sell€10,227	BlackRock, Inc.	Company	3,809	€2.69
13 Dec 24	Buy€433,464	BlackRock, Inc.	Company	3,286,796	€2.71
18 Sep 24	Buy€9,347,585	The Vanguard Group, Inc.	Company	3,123,640	€3.00
18 Sep 24	Sell€15,325,841	The Vanguard Group, Inc.	Company	5,286,822	€2.92
27 Aug 24	Buy€1,762,843	Dimensional Fund Advisors LP	Company	747,400	€2.47
22 Aug 24	Buy€23,438	Andrew Moore	Individual	10,000	€2.34
21 Aug 24	Sell€629,223	Dimensional Fund Advisors LP	Company	271,465	€2.44
10 Apr 24	Sell€1,427,348	State Street Global Advisors, Inc.	Company	482,705	€2.96
28 Mar 24	Buy€13,618,838	Australian Retirement Trust Pty Ltd	Company	5,305,970	€2.57
27 Mar 24	Sell€2,072,509	Australian Retirement Trust Pty Ltd	Company	812,406	€2.55
15 Mar 24	Buy€6,230,008	State Street Global Advisors, Inc.	Company	2,113,521	€2.95
13 Mar 24	Buy€23,783	Leona Murphy	Individual	11,070	€2.15
06 Mar 24	Sell€179,859	Pauline Blight-Johnston	Individual	69,787	€2.60
28 Feb 24	Sell€16,612	Gerd Schenkel	Individual	6,300	€2.64

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 0GI0?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	2,488,927	0.913%
Individual Insiders	3,944,762	1.45%
General Public	75,184,818	27.6%
Institutions	190,856,403	70%

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

Top Shareholders

Top 25 shareholders own 67.71% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.61%	Dimensional Fund Advisors LP	23,467,155	€71.2m	2.48%	0.01%
8.55%	Australian Ethical Investment Limited	23,299,788	€70.7m	0%	11.83%
7.23%	First Sentier Investors (Australia) IM Ltd	19,705,270	€59.8m	0%	0.18%
7.06%	State Street Global Advisors, Inc.	19,235,029	€58.4m	0%	no data
6.39%	The Vanguard Group, Inc.	17,421,009	€52.9m	-11.1%	no data
5.79%	Vinva Investment Management Limited	15,776,687	€47.9m	0%	1.7%
5.5%	Australian Retirement Trust Pty Ltd	14,988,769	€45.5m	0%	1.88%
5.36%	BlackRock, Inc.	14,617,136	€44.4m	147%	no data
2.04%	American Century Investment Management Inc	5,567,508	€16.9m	-1.52%	0.01%
2.02%	Brazil Farming Pty Ltd, Asset Management Arm	5,501,631	€16.7m	0%	26.11%
1.27%	Morgan Stanley, Investment Banking and Brokerage Investments	3,466,170	€10.5m	0%	no data
1.23%	Norges Bank Investment Management	3,339,030	€10.1m	0%	no data
1.22%	Allianz Asset Management GmbH	3,335,733	€10.1m	-1.75%	no data
1.14%	Argo Investments Limited	3,107,676	€9.4m	0%	0.2%
0.5%	BetaShares Capital Limited	1,371,165	€4.2m	7.08%	0.02%
0.48%	Colonial First State Investments Limited	1,298,642	€3.9m	0%	0.04%
0.46%	Mercer Investments LLC	1,256,900	€3.8m	0%	0.06%
0.44%	Massachusetts Financial Services Company	1,205,259	€3.7m	0%	no data
0.37%	Stephen Jermyn	1,000,000	€3.0m	0%	no data
0.37%	National Exchange Pty. Ltd., Asset Management Arm	1,000,000	€3.0m	0%	11.81%
0.35%	Charles Schwab Investment Management, Inc.	951,441	€2.9m	-6.45%	no data
0.34%	Vu Father & Sons Enterprises Pty Ltd	928,000	€2.8m	0%	no data
0.33%	Jupiter Fund Management Plc	895,870	€2.7m	0%	0.01%
0.33%	AXA Investment Managers S.A.	886,045	€2.7m	-27.1%	no data
0.32%	Bessemer Investment Management LLC	863,953	€2.6m	-12.8%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/18 19:12
End of Day Share Price	2025/02/18 00:00
Earnings	2024/06/30
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.

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 Github.

Analyst Sources

Helia Group Limited is covered by 9 analysts. 4 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
Kristen Le Mesurier	APP Securities Pty Ltd.
Ashley Dalziell	CGS International
Jan van der Schalk	CLSA