Mercury NZ Ownership

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

Recent Insider Transactions

DB:MRY Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
27 Jun 24	Sell€207,060	Phil Gibson	Individual		55,000	€3.76
20 Jun 24	Sell€93,690	Phil Gibson	Individual		25,000	€3.75

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 MRY?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	554,443	0.0396%
Institutions	156,922,527	11.2%
General Public	525,856,869	37.6%
Sovereign Wealth Funds	716,140,528	51.2%

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

Top Shareholders

Top 25 shareholders own 60.96% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
51.2%	New Zealand Superannuation Fund	716,140,528	€2.4b	0%	92.82%
1.97%	The Vanguard Group, Inc.	27,500,451	€90.6m	0.14%	no data
1.47%	Accident Compensation Corporation, Asset Management Arm	20,520,406	€67.6m	0%	2.52%
1.41%	BlackRock, Inc.	19,716,260	€64.9m	3.64%	no data
0.84%	Norges Bank Investment Management	11,740,512	€38.7m	0%	no data
0.77%	Smartshares Ltd.	10,810,071	€35.6m	3.55%	1.07%
0.51%	Alphinity Investment Management Pty Ltd.	7,202,491	€23.7m	0%	0.14%
0.36%	Milford Asset Management, LTD	5,087,255	€16.8m	-1.75%	0.35%
0.34%	Geode Capital Management, LLC	4,806,300	€15.8m	-7.06%	no data
0.29%	UBS Asset Management AG	4,110,897	€13.5m	6.64%	no data
0.27%	Amundi Asset Management SAS	3,771,107	€12.4m	-1.87%	no data
0.2%	Dimensional Fund Advisors LP	2,868,787	€9.4m	5.38%	no data
0.17%	Charles Schwab Investment Management, Inc.	2,385,840	€7.9m	3.99%	no data
0.16%	Trust Investments Management Limited	2,295,166	€7.6m	49.9%	5.38%
0.14%	Macquarie Asset Management Public Investments (N.Z.) Limited	2,026,624	€6.7m	161%	2.05%
0.14%	JP Morgan Asset Management	1,951,628	€6.4m	-0.55%	no data
0.13%	BNY Asset Management	1,866,392	€6.1m	0.12%	no data
0.12%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	1,631,748	€5.4m	-18.6%	no data
0.085%	State Street Global Advisors, Inc.	1,195,993	€3.9m	0.28%	no data
0.081%	Storebrand Fonder AB,	1,139,591	€3.8m	0%	0.01%
0.072%	Legal & General Investment Management Limited	1,002,827	€3.3m	0.01%	no data
0.064%	Russell Investment Management, LLC	893,975	€2.9m	-12.5%	no data
0.063%	Deutsche Asset & Wealth Management	880,897	€2.9m	0%	no data
0.056%	Swedbank Robur Fonder AB	787,007	€2.6m	0%	no data
0.055%	Northern Trust Global Investments	764,835	€2.5m	-3.64%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/27 18:58
End of Day Share Price	2024/12/23 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

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

Mercury NZ Limited is covered by 10 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
Nevill Gluyas	Credit Suisse
Grant Swanepoel	Deutsche Bank
Andrew Harvey-Green	Forsyth Barr Group Ltd.