Burkhalter Holding 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 BRKNZ?
Owner Type	Number of Shares	Ownership Percentage
Institutions	1,989,807	18.7%
Individual Insiders	3,278,692	30.9%
General Public	5,346,331	50.4%

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

Top Shareholders

Top 25 shareholders own 48.66% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.2%	Peter Grogg	1,189,879	CHF 113.2m	0%	no data
7.34%	UBS Asset Management AG	778,892	CHF 74.1m	0%	0.01%
6.37%	Jean-Claude Bregy	676,000	CHF 64.3m	0%	no data
6.03%	Gaudenz Domenig	640,300	CHF 60.9m	0%	no data
3.84%	J. Safra Sarasin Investmentfonds Ltd	408,075	CHF 38.8m	-26.3%	3.07%
3.39%	Diego Bruesch	359,459	CHF 34.2m	0%	no data
2.23%	Christoph Arnold	236,490	CHF 22.5m	0%	no data
1.26%	Willy Huppi	133,833	CHF 12.7m	0%	no data
1.08%	zCapital AG	115,000	CHF 10.9m	0%	0.69%
0.94%	Union Bancaire Privee, CBI-TDB, Asset Management Arm	99,296	CHF 9.4m	0.14%	0.22%
0.88%	BlackRock, Inc.	93,132	CHF 8.9m	0.78%	no data
0.7%	Dimensional Fund Advisors LP	74,672	CHF 7.1m	2.19%	no data
0.5%	ZKB Asset Management	52,565	CHF 5.0m	5.22%	0.01%
0.44%	Valiant Bank AG, Asset Management Arm	47,037	CHF 4.5m	-4.85%	0.48%
0.36%	Zürcher Kantonalbank, Investment Arm	38,737	CHF 3.7m	0.75%	0.03%
0.36%	Marco Syfrig	38,250	CHF 3.6m	0%	no data
0.26%	Reichmuth & Co. Investmentfonds AG	28,000	CHF 2.7m	0%	0.39%
0.26%	Swiss Rock Asset Management AG	27,154	CHF 2.6m	0%	0.29%
0.25%	Pictet Asset Management SA	26,096	CHF 2.5m	0%	no data
0.21%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	22,262	CHF 2.1m	55%	no data
0.2%	Banque Cantonale De Genève, Asset Management Arm	21,670	CHF 2.1m	-9.22%	0.14%
0.18%	BCV Asset Management	19,388	CHF 1.8m	44.8%	0.04%
0.15%	State Street Global Advisors, Inc.	15,587	CHF 1.5m	18.2%	no data
0.13%	Serafin Asset Management AG	13,500	CHF 1.3m	0%	0.4%
0.094%	E. Gutzwiller & Cie, Ban-quiers, Asset Management Arm	10,000	CHF 951.0k	0%	0.82%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/10 07:52
End of Day Share Price	2025/01/10 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

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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

Burkhalter Holding AG is covered by 3 analysts. 3 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
Christoph Wirtz	Bank am Bellevue
Urs Emminger	Research Partners AG
Yannik Ryf	Zürcher Kantonalbank