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Schaeffler 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 SHAD?
Owner Type	Number of Shares	Ownership Percentage
Institutions	37,403,781	5.62%
VC/PE Firms	41,500,000	6.23%
General Public	86,897,819	13%
Private Companies	500,198,400	75.1%

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

Top Shareholders

Top 25 shareholders own 86.41% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
75.1%	INA-Holding Schaeffler GmbH & Co. KG	500,000,000	€2.3b	0%	no data
6.23%	BDT Capital Partners, LLC	41,500,000	€192.3m	0%	29.73%
0.99%	Schroder Investment Management Limited	6,625,516	€30.7m	0%	0.02%
0.82%	Norges Bank Investment Management	5,460,672	€25.3m	-47.4%	no data
0.64%	Border To Coast Pensions Partnership Limited	4,275,899	€19.8m	0%	0.1%
0.6%	BlackRock, Inc.	3,984,151	€18.5m	-1.27%	no data
0.35%	Union Asset Management Holding AG	2,300,000	€10.7m	0%	0.01%
0.33%	Jupiter Fund Management Plc	2,189,176	€10.1m	0%	0.03%
0.18%	Ninety One UK Limited	1,181,331	€5.5m	0%	0.01%
0.15%	American Century Investment Management Inc	979,386	€4.5m	5.11%	no data
0.12%	JP Morgan Asset Management	774,424	€3.6m	-10.4%	no data
0.11%	KBC Asset Management NV	705,883	€3.3m	0%	0.01%
0.1%	Shinkin Asset Management Co., Ltd.	671,215	€3.1m	-5.02%	0.12%
0.095%	March Asset Management, SA	631,994	€2.9m	0%	0.74%
0.078%	Amundi Asset Management SAS	517,455	€2.4m	-9.58%	no data
0.068%	First Trust Advisors LP	451,466	€2.1m	-9.29%	no data
0.064%	Massachusetts Financial Services Company	423,994	€2.0m	0%	no data
0.062%	Mercer Investments LLC	414,900	€1.9m	-3.28%	0.03%
0.061%	AllianceBernstein L.P.	405,166	€1.9m	-0.15%	no data
0.059%	Commerzbank AG, Asset Management Arm	393,858	€1.8m	0%	0.02%
0.055%	SEI Investments Management Corporation	363,904	€1.7m	-19.8%	no data
0.054%	FPM Frankfurt Performance Management AG	362,000	€1.7m	0%	2.24%
0.05%	Ariad Asset Management GmbH	330,000	€1.5m	0%	1.14%
0.044%	Mackenzie Financial Corporation	291,665	€1.4m	0%	no data
0.043%	Julius Baer Gestión, SGIIC, S.A.U.	289,321	€1.3m	0%	0.71%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/10/02 11:49
End of Day Share Price	2024/08/22 00:00
Earnings	2024/06/30
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

Schaeffler AG is covered by 30 analysts. 10 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
Romain Gourvil	Berenberg
Stephen Benhamou	BNP Paribas Exane
Stuart Pearson	BNP Paribas Exane