Treasury Wine Estates Ownership

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

Recent Insider Transactions

DB:T7W Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
24 Sep 24	Buy€72,380	Capital Research and Management Company	Company	11,306	€6.68
24 Sep 24	Sell€61,523,475	Capital Research and Management Company	Company	9,236,560	€6.77
18 Sep 24	Buy€5,404,658	Capital Research and Management Company	Company	756,822	€7.14
18 Sep 24	Sell€81,425,123	Capital Research and Management Company	Company	11,742,154	€6.93
12 Sep 24	Buy€104,932	BlackRock, Inc.	Company	21,389,679	€9.04
12 Sep 24	Sell€15,756	BlackRock, Inc.	Company	25,994,852	€8.97
16 Aug 24	Sell€301,482	Timothy Ford	Individual	40,675	€7.41
20 May 24	Sell€0	State Street Global Advisors, Inc.	Company	486,761	€7.88
10 May 24	Buy€0	State Street Global Advisors, Inc.	Company	6,289,741	€7.95
07 May 24	Sell€11,108,779	Capital Research and Management Company	Company	1,546,464	€7.18
29 Feb 24	Buy€303,036	John Mullen	Individual	40,690	€7.45
16 Feb 24	Buy€17,355	Antonia Korsanos	Individual	2,500	€6.94

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 T7W?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	940,436	0.116%
Private Companies	10,520,032	1.3%
Institutions	318,806,069	39.3%
General Public	481,159,908	59.3%

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

Top Shareholders

Top 25 shareholders own 37.35% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.48%	State Street Global Advisors, Inc.	68,794,536	€473.3m	14.4%	0.02%
5.33%	BlackRock, Inc.	43,260,651	€297.6m	3.77%	no data
4.84%	Capital Research and Management Company	39,280,227	€270.2m	-34%	0.01%
4.46%	The Vanguard Group, Inc.	36,190,372	€249.0m	0%	no data
3.03%	Norges Bank Investment Management	24,554,395	€168.9m	0%	0.01%
1.42%	M&G Investment Management Limited	11,496,102	€79.1m	0%	0.17%
1.36%	Swedbank Robur Fonder AB	11,000,000	€75.7m	0%	0.05%
0.78%	Strategic Advisers LLC	6,294,745	€43.3m	0.04%	0.02%
0.72%	Geode Capital Management, LLC	5,820,339	€40.0m	1.94%	no data
0.71%	Nt-Comnwlth Super Corp	5,796,909	€39.9m	17.4%	0.57%
0.65%	GJD Holdings LLC	5,260,016	€36.2m	0%	no data
0.65%	Daniel Vineyards LLC	5,260,016	€36.2m	0%	no data
0.61%	Dimensional Fund Advisors LP	4,950,797	€34.1m	3.57%	0.01%
0.56%	Netwealth Investments Ltd.	4,524,542	€31.1m	242%	0.36%
0.55%	Van Eck Associates Corporation	4,468,318	€30.7m	1.06%	0.03%
0.5%	Argo Investments Limited	4,043,916	€27.8m	0%	0.61%
0.49%	Fidelity International Ltd	3,944,414	€27.1m	2.78%	0.01%
0.42%	Wilson Asset Management (International) Pty Ltd.	3,409,676	€23.5m	0%	0.78%
0.36%	BetaShares Capital Limited	2,954,592	€20.3m	4.16%	0.11%
0.33%	Charles Schwab Investment Management, Inc.	2,662,337	€18.3m	2.23%	no data
0.3%	JP Morgan Asset Management	2,422,227	€16.7m	-0.56%	no data
0.25%	Australian Super Pty Ltd	1,996,769	€13.7m	0%	0.01%
0.21%	UBS Asset Management AG	1,731,937	€11.9m	-15.6%	no data
0.19%	Mutual Trust Pty Ltd, Asset Management Arm	1,505,296	€10.4m	2.52%	0.73%
0.18%	Baillie Gifford & Co.	1,442,147	€9.9m	-3.7%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/29 06:22
End of Day Share Price	2024/12/27 00:00
Earnings	2024/06/30
Annual Earnings	2024/06/30

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 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

Treasury Wine Estates Limited is covered by 26 analysts. 14 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
Russell Wright	APP Securities Pty Ltd.
Thomas Kierath	Barrenjoey Markets Pty Limited
David Errington	BofA Global Research