Fiera Capital Ownership

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

Recent Insider Transactions

DB:ZFS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
27 Nov 24	Sell€1,915,034	John Valentini	Individual	291,357	€6.58
26 Nov 24	Buy€2,457,574	John Valentini	Individual	370,457	€6.63
04 Oct 24	Sell€576,021	John Valentini	Individual	100,000	€5.76
26 Sep 24	Sell€194,611	John Valentini	Individual	36,500	€5.33
24 Sep 24	Sell€860,561	John Valentini	Individual	163,500	€5.26
13 Sep 24	Sell€179,846	John Valentini	Individual	36,195	€4.97
12 Sep 24	Sell€608,836	John Valentini	Individual	122,500	€4.97
28 Aug 24	Sell€81,777	John Valentini	Individual	16,600	€4.93
27 Aug 24	Sell€306,672	John Valentini	Individual	62,058	€4.94
26 Aug 24	Sell€288,250	John Valentini	Individual	57,000	€5.06
23 Aug 24	Buy€2,395,233	John Valentini	Individual	465,937	€5.14
23 Aug 24	Sell€363,117	John Valentini	Individual	71,584	€5.07
02 Jul 24	Buy€2,931,394	Robert Dean Petty	Individual	597,032	€4.91
08 Jan 24	Sell€91,941	Lucas Pontillo	Individual	21,158	€4.35
08 Jan 24	Sell€68,102	Gabriel Castiglio	Individual	15,672	€4.35
08 Jan 24	Sell€131,164	Jean Michel	Individual	30,184	€4.35
08 Jan 24	Sell€78,996	Michael David Quigley	Individual	18,071	€4.37

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of ZFS?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,821,511	2.62%
Institutions	35,248,293	32.7%
General Public	69,766,135	64.7%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.6%.

Top Shareholders

Top 25 shareholders own 35.18% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
20.4%	Fiera Capital Inc.	21,989,302	€131.5m	-0.14%	14.88%
3.88%	Caisse de dépôt et placement du Québec	4,180,213	€25.0m	0%	0.02%
3.32%	BlackRock, Inc.	3,581,745	€21.4m	-0.19%	no data
2.66%	CI Global Asset Management	2,873,200	€17.2m	0.03%	0.04%
1.85%	Robert Dean Petty	1,997,515	€11.9m	0%	no data
0.99%	Dimensional Fund Advisors LP	1,072,428	€6.4m	-0.33%	no data
0.51%	Jean Monty	546,000	€3.3m	0%	no data
0.24%	AGF Management Limited	254,200	€1.5m	0%	0.01%
0.17%	Charles Schwab Investment Management, Inc.	182,314	€1.1m	0.24%	no data
0.14%	Hillsdale Investment Management Inc.	151,100	€903.7k	0%	0.04%
0.12%	Jean-Guy Desjardins	129,960	€777.3k	0%	no data
0.092%	Industrielle Alliance, Gestion de placements inc.	99,714	€596.4k	-78.3%	0.01%
0.09%	State Street Global Advisors, Inc.	97,434	€582.7k	-13.1%	no data
0.088%	UBS Asset Management AG	94,846	€567.2k	112%	no data
0.087%	Geode Capital Management, LLC	94,193	€563.4k	-0.32%	no data
0.081%	CIBC Asset Management Inc.	87,000	€520.3k	2.23%	no data
0.076%	TD Asset Management, Inc.	82,060	€490.8k	0%	no data
0.073%	John Valentini	79,100	€473.1k	-20.9%	no data
0.073%	SEI Investments Management Corporation	78,428	€469.1k	218%	no data
0.058%	The Vanguard Group, Inc.	62,293	€372.6k	0%	no data
0.052%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	55,663	€332.9k	0%	no data
0.038%	Quadravest Capital Management, Inc.	41,500	€248.2k	0%	0.01%
0.038%	Northern Trust Global Investments	40,547	€242.5k	0%	no data
0.036%	Mackenzie Financial Corporation	39,054	€233.6k	1.64%	no data
0.028%	Invesco Capital Management LLC	30,426	€182.0k	-3.95%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/28 10:27
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

Fiera Capital Corporation is covered by 12 analysts. 5 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
John Aiken	Barclays
Etienne Ricard	BMO Capital Markets Equity Research
Scott Chan	Canaccord Genuity