Berkeley Group Holdings Ownership

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

Recent Insider Transactions

LSE:BKG Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
31 Oct 24	BuyUK£483,082	William Jackson	Individual	11,054	UK£43.70
30 Sep 24	SellUK£1,994,349	Richard Stearn	Individual	42,000	UK£47.48
16 Aug 24	SellUK£10,495,800	Rob Perrins	Individual	192,980	UK£54.39
21 Jun 24	BuyUK£19,885	Rachel Downey	Individual	407.19	UK£48.83
21 Jun 24	SellUK£20,023	Rachel Downey	Individual	411.05	UK£48.71
11 Jan 24	BuyUK£14,997	Sarah Sands	Individual	297.19	UK£50.46

Insider Trading Volume

Insider Buying: BKG insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of BKG?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	30,023	0.0295%
Employee Share Scheme	46,063	0.0452%
Private Companies	138,085	0.136%
State or Government	338,062	0.332%
Individual Insiders	1,445,897	1.42%
General Public	13,598,376	13.3%
Institutions	86,298,628	84.7%

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

Top Shareholders

Top 25 shareholders own 66.52% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.8%	First Eagle Investment Management, LLC	12,002,003	UK£477.0m	0.4%	0.79%
9.71%	BlackRock, Inc.	9,896,427	UK£393.3m	3.05%	0.01%
7.35%	Artisan Partners Limited Partnership	7,493,044	UK£297.8m	-0.48%	0.28%
5.04%	Sprucegrove Investment Management Ltd	5,135,920	UK£204.1m	-4.34%	4.39%
4.75%	The Vanguard Group, Inc.	4,835,399	UK£192.2m	0.35%	no data
3.01%	UBS Asset Management AG	3,064,063	UK£121.8m	15.2%	0.01%
3%	Causeway Capital Management LLC	3,059,468	UK£121.6m	29.4%	0.62%
2.54%	FMR LLC	2,592,453	UK£103.0m	29.7%	0.01%
2.1%	Norges Bank Investment Management	2,141,743	UK£85.1m	-4.08%	0.01%
2.07%	Legal & General Investment Management Limited	2,105,320	UK£83.7m	0.76%	0.02%
1.95%	State Street Global Advisors, Inc.	1,987,919	UK£79.0m	6.93%	no data
1.61%	HSBC Global Asset Management (UK) Limited	1,637,342	UK£65.1m	64.8%	0.03%
1.59%	abrdn plc	1,616,385	UK£64.2m	-0.14%	0.06%
1.3%	JP Morgan Asset Management	1,321,897	UK£52.5m	-29.5%	0.01%
1.17%	Northern Trust Global Investments	1,196,220	UK£47.5m	21.2%	0.01%
1.15%	Rob Perrins	1,174,203	UK£46.7m	2.13%	no data
0.96%	Columbia Management Investment Advisers, LLC	982,676	UK£39.1m	-1.15%	0.01%
0.86%	Amundi Asset Management SAS	878,658	UK£34.9m	-13.6%	0.01%
0.74%	Barclays Bank PLC, Wealth and Investment Management Division	749,654	UK£29.8m	275%	0.35%
0.7%	Dimensional Fund Advisors LP	716,711	UK£28.5m	-3.46%	0.01%
0.7%	Schroder Investment Management Limited	713,629	UK£28.4m	-14.2%	0.02%
0.65%	Invesco Ltd.	662,093	UK£26.3m	-49.8%	0.01%
0.65%	Royal London Asset Management Ltd.	659,752	UK£26.2m	-22.5%	0.04%
0.57%	Handelsbanken Wealth & Asset Management Limited	585,271	UK£23.3m	0%	18.29%
0.56%	Strategic Advisers LLC	575,357	UK£22.9m	10.4%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 18:50
End of Day Share Price	2024/12/19 00:00
Earnings	2024/10/31
Annual Earnings	2024/04/30

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

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

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Analyst Sources

The Berkeley Group Holdings plc is covered by 37 analysts. 16 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
Emily Biddulph	Barclays
Jonathan Bell	Barclays
Harry Goad	Berenberg