Halma Ownership

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

Recent Insider Transactions

DB:H11 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
21 Nov 24	Sell€407,911	Catherine Michel	Individual	12,683	€32.16
21 Nov 24	Sell€1,590,964	Jennifer Ward	Individual	50,000	€31.82
28 Aug 24	Sell€398,432	Catherine Michel	Individual	13,110	€30.39
23 Jul 24	Sell€216,076	Marc Ronchetti	Individual	6,958	€31.05
23 Jul 24	Sell€123,783	Jennifer Ward	Individual	3,986	€31.05

Insider Trading Volume

Insider Buying: H11 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of H11?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	68,953	0.0183%
Private Companies	181,135	0.048%
Individual Insiders	254,718	0.0674%
State or Government	273,034	0.0723%
Employee Share Scheme	3,538,390	0.937%
General Public	36,874,051	9.76%
Institutions	336,492,846	89.1%

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

Top Shareholders

Top 25 shareholders own 47.91% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.9%	BlackRock, Inc.	33,623,569	€1.1b	-0.82%	0.02%
4.85%	The Vanguard Group, Inc.	18,311,481	€601.4m	1.35%	0.01%
3.14%	FMR LLC	11,871,931	€389.9m	14.3%	0.02%
2.12%	Rathbones Investment Management Limited	8,019,654	€263.4m	-2.57%	0.7%
2.1%	Comgest S.A.	7,933,453	€260.5m	-11.9%	1.2%
1.94%	UBS Asset Management AG	7,343,808	€241.2m	28.3%	0.02%
1.83%	Norges Bank Investment Management	6,898,340	€226.5m	-3.86%	0.02%
1.78%	Legal & General Investment Management Limited	6,739,334	€221.3m	-3.18%	0.04%
1.74%	State Street Global Advisors, Inc.	6,584,605	€216.2m	2.39%	0.01%
1.7%	Capital Research and Management Company	6,401,846	€210.2m	6.57%	0.01%
1.67%	Allianz Asset Management GmbH	6,294,169	€206.7m	6.44%	0.09%
1.61%	Amundi Asset Management SAS	6,073,792	€199.5m	-15.3%	0.04%
1.56%	William Blair Investment Management, LLC	5,901,219	€193.8m	2.31%	0.25%
1.5%	Investec Wealth & Investment Limited	5,676,486	€186.4m	-2.33%	1.81%
1.32%	GIC Private Limited	4,967,982	€163.1m	0.81%	0.35%
1.29%	Loomis Sayles & Company, L.P.	4,863,441	€159.7m	33.8%	0.2%
1.15%	Mackenzie Financial Corporation	4,325,403	€142.0m	-1.15%	0.16%
1.02%	Natixis Investment Managers International	3,843,095	€126.2m	-2.88%	0.55%
0.99%	Liontrust Asset Management PLC	3,745,337	€123.0m	12.6%	0.54%
0.99%	HSBC Global Asset Management (UK) Limited	3,740,880	€122.9m	-5.3%	0.05%
0.98%	Barclays PLC Private Banking & Investment Banking Investment	3,706,524	€121.7m	1.49%	0.08%
0.95%	Charles Stanley & Co. Ltd, Asset Management Arm	3,578,581	€117.5m	-3.2%	1.06%
0.95%	AllianceBernstein L.P.	3,572,318	€117.3m	-0.22%	0.04%
0.94%	Halma plc, Performance Share Plan	3,538,390	€116.2m	-1.67%	no data
0.9%	Morgan Stanley Investment Management Inc.	3,382,061	€111.1m	-3.1%	0.09%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 07:52
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

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

Halma plc is covered by 35 analysts. 15 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
Michael Blogg	Arbuthnot Securities Limited
Christopher Thomas	Arden Partners Plc.
Richard Paige	Barclays