PATRIZIA Ownership

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

Recent Insider Transactions

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 PAT?
Owner Type	Number of Shares	Ownership Percentage
Institutions	17,756,194	20.6%
General Public	19,895,798	23.1%
Private Companies	48,576,876	56.3%

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

Top Shareholders

Top 25 shareholders own 76.55% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
56.3%	First Capital Partner GmbH	48,576,876	€379.4m	0%	no data
5.36%	Allianz Asset Management GmbH	4,617,574	€36.1m	0%	0.02%
5.36%	Union Asset Management Holding AG	4,617,574	€36.1m	0%	0.03%
1.97%	The Vanguard Group, Inc.	1,695,867	€13.2m	-0.06%	no data
1.93%	abrdn plc	1,661,634	€13.0m	0%	0.01%
0.88%	Dimensional Fund Advisors LP	757,472	€5.9m	0%	no data
0.87%	BlackRock, Inc.	754,264	€5.9m	1.5%	no data
0.47%	Norges Bank Investment Management	408,309	€3.2m	0%	no data
0.46%	Wasatch Advisors LP	394,102	€3.1m	-20.3%	0.01%
0.42%	Joh. Berenberg, Gossler & Co. KG, Asset Management Arm	365,000	€2.9m	0%	0.1%
0.35%	AXA Investment Managers S.A.	297,845	€2.3m	0%	no data
0.34%	Goldman Sachs Asset Management Belgium S.A.	289,000	€2.3m	0%	0.06%
0.33%	Deutsche Asset & Wealth Management	283,094	€2.2m	0%	no data
0.22%	Aramea Asset Management AG	190,000	€1.5m	17.3%	0.25%
0.21%	DJE Kapital AG	184,964	€1.4m	0%	0.02%
0.21%	Amundi Asset Management SAS	181,096	€1.4m	-1.31%	no data
0.16%	State Street Global Advisors, Inc.	139,920	€1.1m	1.11%	no data
0.14%	Commerzbank AG, Asset Management Arm	119,813	€935.8k	0%	0.01%
0.12%	Bank J. Safra Sarasin AG	100,000	€781.0k	0%	0.01%
0.093%	Charles Schwab Investment Management, Inc.	80,395	€627.9k	0%	no data
0.089%	SVM Asset Management Limited	76,957	€601.1k	0%	0.28%
0.081%	Lloyd Fonds AG, Asset Management Arm	69,700	€544.3k	-36%	0.59%
0.076%	UBS Asset Management AG	65,629	€512.6k	39.9%	no data
0.05%	OP Varainhoito Oy	43,015	€335.9k	0%	no data
0.046%	Warburg Invest Kapitalanlage GmbH	39,850	€311.2k	0%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/25 04:17
End of Day Share Price	2024/12/23 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

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 .

Analyst Sources

PATRIZIA SE is covered by 15 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
Andre Remke	Baader Helvea Equity Research
Georg Kanders	Bankhaus Lampe KG
Kai Klose	Berenberg